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
Laurie Kayden 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

13-3557216
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$74,724,446J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,094,316 1,094,316  
4 Dividends and interest from securities... 979,385 979,385  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 587,275
b Gross sales price for all assets on line 6a 23,876,684
7 Capital gain net income (from Part IV, line 2)... 587,275
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
71 71  
12 Total. Add lines 1 through 11........ 2,661,047 2,661,047  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 232,410     232,410
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,496 5,496 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
324,611 324,611    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,573 673    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
92,948 538   92,410
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 674,038 331,318 0 324,820
25 Contributions, gifts, grants paid....... 3,180,000 3,180,000
26 Total expenses and disbursements. Add lines 24 and 25 3,854,038 331,318 0 3,504,820
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,192,991
b Net investment income (if negative, enter -0-) 2,329,729
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 28,151,544 19,637,547 19,637,547
3 Accounts receivable right arrow9,201
Less: allowance for doubtful accounts right arrow   8,942,354 9,201 9,201
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) 2,962,249 Click to see attachment
List of Attached Documents:
// Content
1,483,003 		1,498,773
b Investments—corporate stock (attach schedule)....... 15,666,918 Click to see attachment
List of Attached Documents:
// Content
32,016,195 		40,423,966
c Investments—corporate bonds (attach schedule)....... 10,674,613 Click to see attachment
List of Attached Documents:
// Content
10,058,741 		10,085,428
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).......... 750,000 Click to see attachment
List of Attached Documents:
// Content
2,750,000 		3,069,531
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) 67,147,678 65,954,687 74,724,446
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 67,147,678 65,954,687
29 Total net assets or fund balances (see instructions)..... 67,147,678 65,954,687
30 Total liabilities and net assets/fund balances (see instructions). 67,147,678 65,954,687
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
67,147,678
2
Enter amount from Part I, line 27a .....................
2
-1,192,991
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
65,954,687
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
65,954,687
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 23,876,684   23,289,409 587,275
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       587,275
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 587,275
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 32,383
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 32,383
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 32,383
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 37,411
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 37,411
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 5,028
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,028 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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
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 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
Carol A McLeodClick to see attachment
List of Attached Documents:
// Content
Trustee
5.0 		77,470 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Andrew J TunickClick to see attachment
List of Attached Documents:
// Content
Trustee
10.0 		77,470 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Richard D TunickClick to see attachment
List of Attached Documents:
// Content
Trustee
5.0 		77,470 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Neuberger Berman Investment Mgmt 309,432
1290 avenue of the americas
NEW YORK,NY101040001
Foundation Source Administrative 90,845
55 Walls Drive 3rd Fl
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
48,037,001
b
Average of monthly cash balances.......................
1b
22,822,138
c
Fair market value of all other assets (see instructions)................
1c
3,205,327
d
Total (add lines 1a, b, and c).........................
1d
74,064,466
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
74,064,466
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,110,967
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
72,953,499
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,647,675
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
3,647,675
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
32,383
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,383
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,615,292
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,615,292
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
3,615,292
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
3,504,820
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,504,820
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 3,615,292
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,870,920
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,504,820
a Applied to 2023, but not more than line 2a 2,870,920
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..... 633,900
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
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 .......... 		2,981,392
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALBERT EINSTEIN COLLEGE OF MEDICINE

1300 MORRIS PARK AVE
BRONX,NY10461 		N/A PC General & Unrestricted 50,000

ALS UNITED GREATER NEW YORK INC

42 BROADWAY STE 1724
NEW YORK,NY10004 		N/A PC General & Unrestricted 50,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		N/A PC General & Unrestricted 25,000

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S

633 THIRD AVE 20TH FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 50,000

AMERICAN DIABETES ASSOCIATION INC

PO BOX 7023
MERRIFIELD,VA22116 		N/A PC General & Unrestricted 50,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC

199 WATER ST 11TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 50,000

AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC

8 W 40TH ST 8TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

AMERICAN FRIENDS OF WGH WESTERN GALILEE HOSPITAL N

PO BOX 789856
PHILIDELPHIA,PA19178 		N/A PC General & Unrestricted 75,000

AMERICAN JEWISH COMMITTEE

165 E 56TH ST
NEW YORK,NY10022 		N/A PC General & Unrestricted 50,000

AMERICANS FOR BEN-GURION UNIVERSITY INC

1001 AVE OF THE AMERICAS FL 19
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

AMIT CHILDREN INC

49 W 37TH ST 5TH FLOOR
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		N/A PC General & Unrestricted 50,000

CALVARY HOSPITAL INC

1740 EASTCHESTER RD
BRONX,NY10461 		N/A PC General & Unrestricted 50,000

CANCER CARE INC

275 7TH AVENUE
NEW YORK,NY10001 		N/A PC General & Unrestricted 50,000

CENTER FOR HEARING AND COMMUNICATION

50 BROADWAY 6TH FL
NEW YORK,NY10004 		N/A PC General & Unrestricted 50,000

CITY HARVEST INC

150 52ND ST
BROOKLYN,NY11232 		N/A PC General & Unrestricted 50,000

CITYMEALS-ON-WHEELS

355 LEXINGTON AVE 3RD FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 50,000

COALITION FOR THE HOMELESS INC

129 FULTON ST
NEW YORK,NY10038 		N/A PC General & Unrestricted 50,000

COLGATE UNIVERSITY

13 OAK DR
HAMILTON,NY13346 		N/A PC General & Unrestricted 75,000

COMMONPOINT NY INC

5820 LITTLE NECK PKWY
LITTLE NECK,NY11362 		N/A PC General & Unrestricted 25,000

CONGREGATION KEHILATH JESHURUN

125 E 85TH ST
NEW YORK,NY10028 		N/A PC General & Unrestricted 20,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC COLLEGE OF ARTS AND SCIENCES 75,000

ENVIRONMENTAL DEFENSE FUND INCORPORATED

PO BOX 98051
WASHINGTON,DC20090 		N/A PC General & Unrestricted 75,000

EQUAL JUSTICE AMERICA INC

3007 E BOUNDARY TERRACE STE 201
MIDLOTHIAN,VA23112 		N/A PC General & Unrestricted 25,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 50,000

FEEDING AMERICA

161 N CLARK ST SUITE 700
CHICAGO,IL60601 		N/A PC General & Unrestricted 50,000

FEEDING WESTCHESTER INC

200 CLEARBROOK RD
ELMSFORD,NY10523 		N/A PC General & Unrestricted 50,000

FOOD BANK FOR NEW YORK CITY

39 BROADWAY 10TH FL
NEW YORK,NY10006 		N/A PC General & Unrestricted 50,000

GODS LOVE WE DELIVER INC

166 AVE OF THE AMERICAS
NEW YORK,NY10013 		N/A PC General & Unrestricted 50,000

HEARING HEALTH FOUNDATION

PO BOX 1397
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

HEIFER INTERNATIONAL FOUNDATION

1 WORLD AVE
LITTLE ROCK,AR72202 		N/A PC General & Unrestricted 50,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090 		N/A PC General & Unrestricted 100,000

HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE

800 8TH ST NW
WASHINGTON,DC20001 		N/A PC General & Unrestricted 25,000

ISRAEL GUIDE DOG CENTER FOR THE BLIND

968 EASTON RD STE H
WARRINGTON,PA18976 		N/A PC General & Unrestricted 50,000

JEWISH FEDERATION OF PALM BEACH COUNTY INC

1 HARVARD CIR SUITE 100
WEST PALM BEACH,FL33409 		N/A PC General & Unrestricted 25,000

LIGHTHOUSE GUILD INTERNATIONAL INC

250 W 64TH ST
NEW YORK,NY10023 		N/A PC General & Unrestricted 50,000

MEDECINS SANS FRONTIERES USA INC

40 RECTOR ST 16TH FL
NEW YORK,NY10006 		N/A PC General & Unrestricted 25,000

MERCY CORPS

PO BOX 37800
BOONE,IA50037 		N/A PC General & Unrestricted 50,000

METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWI

1 STATE ST FL 24
NEW YORK,NY10004 		N/A PC General & Unrestricted 50,000

MINDING YOUR MIND

124 SIBLEY AVE
ARDMORE,PA19003 		N/A PC General & Unrestricted 25,000

MONTEFIORE MEDICAL CENTER

3325 BAINBRIDGE AVE
BRONX,NY10467 		N/A PC General & Unrestricted 50,000

MORSELIFE FOUNDATION INC

4847 DAVID S MACK DR
WEST PALM BCH,FL33417 		N/A PC General & Unrestricted 50,000

NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED

241 W 72ND ST
NEW YORK,NY10023 		N/A PC General & Unrestricted 25,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVE
NEW YORK,NY10017 		N/A PC General & Unrestricted 50,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011 		N/A PC General & Unrestricted 75,000

NEW YORK PUBLIC RADIO

160 VARICK ST
NEW YORK,NY10013 		N/A PC General & Unrestricted 25,000

NEW YORK-PRESBYTERIAN FUND INC

525 E 68TH ST BOX 123
NEW YORK,NY10065 		N/A PC Weill Cornell Medicine 50,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090 		N/A PC General & Unrestricted 100,000

PRO PUBLICA INC

155 AVE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 50,000

RAMAZ SCHOOL

60 E 78TH ST
NEW YORK,NY10075 		N/A PC General & Unrestricted 30,000

RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS IN

701 OKEECHOBEE BLVD
WEST PALM BCH,FL33401 		N/A PC General & Unrestricted 25,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 25,000

SELFHELP COMMUNITY SERVICES INC

520 8TH AVENUE 5TH FLOOR
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

THE AUDITORY ORAL SCHOOL OF NEW YORK

3321 AVE M
BROOKLYN,NY11210 		N/A PC General & Unrestricted 50,000

THE WINIFRED MASTERSON BURKE REHABILITATION HOSPIT

785 MAMARONECK AVE
WHITE PLAINS,NY10605 		N/A PC General & Unrestricted 25,000

TRAUMA AND RESILIENCY RESOURCES INC

32 UNION SQ E STE 410 411
NEW YORK,NY10003 		N/A PC General & Unrestricted 50,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

435 W 116TH ST BOX A-2
NEW YORK,NY10027 		N/A PC General and Unrestricted for Columbia Law School 75,000

UNDERDOGS ANIMAL RESCUE

920 GARFIELD ST
DENVER,CO80206 		N/A PC General & Unrestricted 5,000

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH

PO BOX 4227
NEW YORK,NY10261 		N/A PC General & Unrestricted 75,000

VIBRANT EMOTIONAL HEALTH

50 BROADWAY 19TH FL
NEW YORK,NY10004 		N/A PC General & Unrestricted 50,000

WHITE PLAINS HOSPITAL MEDICAL CENTER

41 E POST RD
WHITE PLAINS,NY10601 		N/A PC General & Unrestricted 50,000

WILLIAMSBURG VOLUNTEERS OF HATZOLAH INC

518 PARK AVE
BROOKLYN,NY11205 		N/A PC General & Unrestricted 25,000

WNET

825 8TH AVENUE
NEW YORK,NY10019 		N/A PC General & Unrestricted 50,000

WOMENS ENTERPRISE DEVELOPMENT CENTER INC

901 N BROADWAY
WHITE PLAINS,NY10603 		N/A PC OSSINING INNOVATES AND WEDC INCLUSIVE ENTREPRENEURSHIP ACCELERATOR PROGRAM 50,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		N/A PC General & Unrestricted 75,000
Total .................................right arrow 3a 3,180,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,094,316  
4 Dividends and interest from securities ....     14 979,385  
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 ............ 		    18 587,275  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 71  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,661,047  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,661,047
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 CompensationExplanation
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Person Name Explanation
Andrew J Tunick * ANDREW J TUNICK, TRUSTEE OF THE LAURIE KAYDEN FOUNDATION (THE "FOUNDATION"), IS A CONTRACT PARTNER AT THE LAW FIRM OF PHILLIPS NIZER LLP, A DISQUALIFIED PERSON WHICH PROVIDES LEGAL CONSULTATION SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $5,496 FOR LEGAL CONSULTATION SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16A. SUCH LAW FIRM BILLED THE FOUNDATION AT A DISCOUNT OF 32% FROM ITS STANDARD TIME CHARGES AND ANDREW TUNICK RECEIVED NO COMPENSATION FROM ANY PAYMENT MADE BY THE FOUNDATION TO THE LAW FIRM.

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

TY 2024 DepreciationSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpBondsSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS CO - 5.282% - 302,595 303,347
AMPHENOL CORP - 5.050% - 04/05 400,266 402,488
CDW LLC - 5.100% - 03/01/2030 401,572 393,838
CENTENE CORP DEL SER B - 4.250 481,401 485,100
CHARTER COM OPERATING - 4.908% 394,456 399,532
CHENIERE ENERGY INC SER B NOTE 371,821 391,685
CITIGROUP INC NOTE CALL MAKE W 300,000 300,159
CROWN AMERS LLC SER B - 4.750% 497,195 493,916
DTE ENERGY CO - 5.100% - 03/01 397,884 400,882
DUKE ENERGY CORP - 5.000% - 12 398,096 402,945
ENTERPRISE PRODUCTS OPER LLC - 401,072 401,993
EXPEDIA GROUP INC NOTE CALL MA 306,286 300,421
FISERV INC - 4.200% - 10/01/20 386,056 388,577
HCA INC - 5.375% - 02/01/2025 409,964 400,077
INTEL CORP - 4.875% - 02/10/20 297,303 300,058
LOWES COS INC - 4.800% - 04/01 346,077 350,571
ONEOK INC. 5.8500% 1/15/26 - 5 307,050 302,638
ORACLE CORP - 4.500% - 05/06/2 392,352 396,014
SBA COMMUNICATIONS CORP SER B 505,061 479,338
SERVICE CORP INTL NOTE - 4.625 506,039 486,469
TARGA RES PARTNERS / TARGA RES 419,448 402,806
TEGNA INC SER B NOTE - 5.000% 543,628 607,899
TOLL BROS FIN CORP - 4.875% - 393,480 399,864
UNITED RENTALS - 5.500% - 05/1 504,587 496,250
WELLS FARGO & CO SER U NOTE - 395,052 398,561

TY 2024 InvestmentsCorpStockSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Name of Stock End of Year Book Value End of Year Fair Market Value
AERCAP HOLDING N.V 74,715 75,986
ALCOA INC 46,365 41,558
ALCON INC 764,974 887,525
ALPHABET INC CL C 1,182,542 1,561,798
AMAZON COM 801,072 1,105,726
AMERICAN TOWER REIT INC 1,301,463 1,072,949
AON PLC CL A 78,159 95,177
APPLE INC 1,232,801 1,918,968
BAYER A G SPONSORED ADR 53,469 36,761
BLACKROCK INC 1,091,275 1,684,256
BROOKFIELD INFRASTRUCTURE CORP 498,805 438,390
CANADIAN PACIFIC RAILWAY LTD 782,100 720,443
CAPITAL ONE FINANCIAL CORP 47,198 60,807
CHART INDUSTRIES, INC 527,204 786,452
CHARTER COMMUNICATIONS, INC 22,010 25,022
CHENIERE ENERGY INC 1,180,678 2,077,792
COMCAST CORP 77,935 76,298
CONOCOPHILLIPS 134,247 119,599
DISCOVER FINL SVCS COM 14,797 19,575
EATON CORP PLC 1,035,206 1,111,765
ELEVANCE HEALTH INC 54,223 37,997
FREEPORT-MCMORAN COPPER & GOLD 1,411,402 1,055,958
GE VERNOVA 23,034 43,419
GOLDMAN SACHS GROUP 1,007,663 1,494,538
HILTON WORLDWIDE HOLDINGS, INC 38,859 44,242
HUMANA INC 78,331 54,294
INVESCO S&P 500 EQUAL WEIGHT E 858,844 1,059,791
JP MORGAN CHASE 897,269 1,597,667
LIBERTY BROADBAND CORPORATION 26,006 35,810
LONDON STK EXCHANGE GROUP 41,575 44,470
MASTERCARD INC 707,198 1,084,734
META PLATFORMS INC 103,042 118,273
MICROSOFT CORP 824,494 1,331,519
NEUBERGER BERMAN ETF TRUST COR 2,033,771 2,170,937
NEUBERGER BERMAN SMALL-MID CAP 2,072,065 2,055,885
NEXTERA ENERGY, INC 1,785,632 2,030,978
NVIDIA CORP 177,436 1,011,204
PROSHARES S&P 500 DIVIDEND ARI 1,262,495 1,426,651
PROSUS NV ADR 65,524 72,159
S&P GLOBAL INC COM 1,045,932 1,272,467
SAFRAN SA - UNSPON ADR 40,234 40,003
SAP AKTIENGESELL ADS 64,922 78,787
SELECT SECTOR SPDR-HEALTH CARE 842,327 830,923
SERVICE CP INTL 893,783 1,081,960
SHELL ADR EACH REPRESENTING 2 90,244 77,185
T-MOBILE US INC 615,010 985,559
TAIWAN SEMICONDUCTOR MFG CO LT 66,085 72,084
THE BLACKSTONE GROUP INC CL A 750,988 1,473,329
UNITEDHEALTH GROUP INC 73,973 76,385
VERISK ANALYTICS, INC 465,321 794,616
VISA INC 41,118 49,618
VISTRA ENERGY CORP 652,340 620,415
WASTE CONNECTIONS 976,393 1,298,861
WELLS FARGO & CO 38,728 45,024
WOODWARD INC 49,433 48,428
WORKDAY INC 85,378 93,407
ZOETIS INC 808,108 797,542

TY 2024 InvestmentsGovtObligationsSch
Name:
Laurie Kayden Foundation
EIN:
13-3557216
US Government Securities - End of Year Book Value:

1,483,003
US Government Securities - End of Year Fair Market Value:

1,498,773
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
NB CROSSROADS PRIVATE MARKET A   2,750,000 3,069,531

TY 2024 LegalFeesSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 5,496 5,496    


TY 2024 OtherExpensesSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 90,845     90,845
Bank Charges 538 538    
Postage/Delivery Service 65     65
State or Local Filing Fees 1,500     1,500


TY 2024 OtherIncomeSchedule2
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 71 71  


TY 2024 OtherProfessionalFeesSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 324,611 324,611    


TY 2024 TaxesSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 17,900      
Foreign Tax Paid 673 673