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
THE HALPRIN FAMILY FOUNDATION A
 
Number and street (or P.O. box number if mail is not delivered to street address)1340 POTOMAC SCHOOL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MCLEAN, VA22101
A Employer identification number

26-3952530
B Telephone number (see instructions)

(703) 442-0119
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$2,302,100J 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) 761,407
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 59,570 59,570  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 314,883
b Gross sales price for all assets on line 6a 2,549,937
7 Capital gain net income (from Part IV, line 2)... 314,883
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........ 1,135,860 374,453  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,498 3,249   1,625
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,946 7,946   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,862 612   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,306 11,807   1,625
25 Contributions, gifts, grants paid....... 225,000 225,000
26 Total expenses and disbursements. Add lines 24 and 25 241,306 11,807   226,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 894,554
b Net investment income (if negative, enter -0-) 362,646
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............. 52,791 326,529 326,529
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
1,256,052 		1,256,052
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).......... 1,518,028 Click to see attachment
List of Attached Documents:
// Content
719,519 		719,519
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
13,000 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,583,819 2,302,100 2,302,100
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........ 1,583,819 2,302,100
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,583,819 2,302,100
30 Total liabilities and net assets/fund balances (see instructions). 1,583,819 2,302,100
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
1,583,819
2
Enter amount from Part I, line 27a .....................
2
894,554
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,478,373
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
176,273
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,302,100
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 P   2024-12-31
b WASH SALES P   2024-12-31
c CAPITAL GAINS DIVIDENDS P    
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 2,549,500   2,246,709 302,791
b       11,655
c 437     437
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       302,791
b       11,655
c       437
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 2 314,883
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 5,041
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,041
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,041
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 424
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,424
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 3,383
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,383 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
 
No
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 arrowN/A
14
The books are in care ofright arrowJANICE OBUCHOWSKI Telephone no.right arrow (703) 442-0119

Located atright arrow1340 POTOMAC SCHOOL ROADMCLEANVA ZIP+4right arrow22101
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
ALBERT P HALPRIN TRUSTEE
1.00 		0 0 0
1340 POTOMAC SCHOOL ROAD
MCLEAN,VA22101
JANICE I OBUCHOWSKI TRUSTEE
1.00 		0 0 0
1340 POTOMAC SCHOOL ROAD
MCLEAN,VA22101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,864,082
b
Average of monthly cash balances.......................
1b
94,623
c
Fair market value of all other assets (see instructions)................
1c
13,000
d
Total (add lines 1a, b, and c).........................
1d
1,971,705
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,971,705
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
29,576
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,942,129
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
97,106
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
97,106
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,041
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,041
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
92,065
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
92,065
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
92,065
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
226,625
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
226,625
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 92,065
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 37,080
f Total of lines 3a through e ........ 37,080
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 226,625
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2024 distributable amount..... 92,065
e Remaining amount distributed out of corpus 134,560
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 171,640
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		171,640
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 37,080
e Excess from 2024.... 134,560
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).)
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

BIG DOG RANCH RESCUE

14444 OKEECHOBEE BLVD
LOXAHATCHEE GROVES,FL33470 		N/A PC GENERAL SUPPORT 100,000

BROWARD PERFORMING ARTS FOUNDATION INC

201 SOUTHWEST 5TH AVENUE
FORT LAUDERDALE,FL33312 		N/A PC GENERAL SUPPORT 100,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403 		N/A PC GENERAL SUPPORT 25,000
Total .................................right arrow 3a 225,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 59,570  
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 ............ 		    18 314,883  
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) .. 0 374,453 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
374,453
(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
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
THE HALPRIN FAMILY FOUNDATION A
 
Employer identification number

26-3952530
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
THE HALPRIN FAMILY FOUNDATION A
  		Employer identification number
26-3952530
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
1
ALBERT HALPRIN
1340 POTOMAC SCHOOL ROAD
 
MCLEAN, VA221012331

$ 761,407


(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
THE HALPRIN FAMILY FOUNDATION A
  		Employer identification number

26-3952530
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 501,907 2024-12-31
(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
THE HALPRIN FAMILY FOUNDATION A
  		Employer identification number

26-3952530
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:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE HALPRIN FAMILY FOUNDATION A
EIN:
26-3952530
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 6,498 3,249   1,625

TY 2024 DistributionFromCorpusElection
Name:
THE HALPRIN FAMILY FOUNDATION A
EIN:
26-3952530
Election:
PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.

TY 2024 InvestmentsCorpStockSchedule
Name:
THE HALPRIN FAMILY FOUNDATION A
EIN:
26-3952530
Name of Stock End of Year Book Value End of Year Fair Market Value
APPLE INC (ML 02148) 45,576 45,576
MICROSOFT CORP (ML 02148) 61,539 61,539
ABB LTD (ML 03367) 4,082 4,082
ABBOTT LABS ( ML 03367) 5,090 5,090
ABBVIE INC (ML 03367) 8,352 8,352
ABM INDUSTRIES (ML 03367) 972 972
ACCENTURE (ML 03367) 2,111 2,111
ADIDAS AG (ML 03367) 2,314 2,314
AGIOS PHARMACEUTICALS ( ML 03367) 690 690
AIR PRODUCTS&CHEM (ML 03367) 8,411 8,411
ALAMO GROUP (ML 03367) 558 558
ALEXANDRIA REAL EST EQTS (ML 03367) 878 878
ALIBABA GROUP HOLDING LT (ML 03367) 2,459 2,459
ALLIANZ SE (ML 03367) 3,207 3,207
ALPHABET INC SHS CL C (ML 03367) 11,046 11,046
ALPHABET INS SHS CL A (ML 03367) 12,494 12,494
AMAZON COM INC (ML 03367) 24,133 24,133
AMBEV SA SHS (ML 03367) 1,441 1,441
AMER EXPRESS CO (ML 03367) 9,497 9,497
AMERESCO CLASS A (ML 03367) 376 376
AMICUS THERAPEUTICS INC (ML 03667) 744 744
ANALOG DEVICES INC (ML 03367) 7,861 7,861
ANDRITZ AG SHS (ML 03667) 1,077 1,077
APPLE INC (ML 03367) 1,252 1,252
APPLIED INDUSTRL TECH (ML 03367) 1,676 1,676
ARCBEST CORPORATION (ML 03667) 373 373
ARDELYX INC SHS (ML 03667) 573 573
ARES MANAGEMENT (ML 03367) 5,134 5,134
ARMADA HOFFLER PPTYS INC (ML 03367) 348 348
ARTIVION INC (ML 03367) 858 858
ASAHI KASEI CORP (ML 03367) 1,181 1,181
ASGN INC (ML 03367) 1,083 1,083
ASML HLDG NV NY REG SHS (ML 03367) 5,545 5,545
ASSOC BRIT FOODS ADR NEW (ML 03367) 1,097 1,097
ASSOCIATED BANK CRP .01 (ML 03367) 693 693
ASTRAZENECA PLC SPND ADR (ML 03367) 3,342 3,342
ATKORE INC (ML 03367) 250 250
ATN INTERNATIONAL INC (ML 03367) 118 118
ATRICURE INC (ML 03367) 856 856
AUTODESK INC DEL (ML 03367) 10,641 10,641
AVALONBAY CMMUN INC (ML 03367) 1,980 1,980
AXSOME THERAPEUTICS INC (ML 03367) 677 677
AZENTA INC (ML 03367) 500 500
BAE SYS PLC SPN ADR ( ML 03367) 2,629 2,629
BALDWIN INS GRP (ML 03367) 1,202 1,202
BANCO BILBAO VIZCAYA (ML 03367) 3,334 3,334
BANK NEW YORK MELLON (ML 03367) 2,689 2,689
BECTON DICKINSON CO (ML 03367) 3,857 3,857
BPH GROUP LTD (ML 03367) 2,783 2,783
BLACK HILLS CORP (ML 03367) 936 936
BLACKROCK INC REG SHS (ML 03367) 6,151 6,151
BLACKSTONE INC (ML 03367) 6,552 6,552
BLOCK INC (ML 03367) 3,825 3,825
BLUEPRINT MEDICINES CORP (ML 03367) 1,134 1,134
BOEING COMPANY (ML 03367) 16,284 16,284
BOISE CASCADE CO DEL (ML 03367) 1,307 1,307
BOX INC (ML 03367) 632 632
BRINKER INTL INC (ML 03367) 1,852 1,852
BRISTOL MYERS SQUIBB CO (ML 03367) 8,371 8,371
BUREAU VERITAS (ML 03367) 2,954 2,954
CAPITAL ONE FINL (ML 03367) 5,885 5,885
CARLSBERG AS SPONSOREDAD (ML 03667) 1,640 1,640
CARREFOUR SA (ML 03367) 1,190 1,190
CASELLA WASTE SYS INC A (ML 03367) 1,270 1,270
CENCORA INC (ML 03367) 2,471 2,471
CENTRAL JAPAN RAILWAY (ML 03367) 2,674 2,674
CENTRICA PLC (ML 03367) 1,833 1,833
CHART INDS INC (ML 03367) 1,145 1,145
CHECK PINT SOFTWRE TECH (ML 03367) 2,240 2,240
CHEVRON CORP (ML 03367) 8,980 8,980
CHUBB LTD (ML 03367) 4,145 4,145
CIGNA GROUP (ML 03367) 4,418 4,418
CITY HOLDING CO CHARLSTN (ML 03367) 711 711
CLEARWTR ANALYTICS (ML 03367) 550 550
CME GROUP INC (ML 03367) 2,787 2,787
CMS ENERGY CORP (ML 03367) 2,933 2,933
CNO FINL GROUP INC (ML 03367) 1,005 1,005
COCA COLA COM (ML 03367) 4,296 4,296
COCA COLA HBC AG SHS ADR (ML 03367) 1,731 1,731
COCHLEAR LTD-ADR (ML 03367) 896 896
COLUMBUS MCKINNON CP N.Y. (ML 03367) 894 894
COMCAST CORP NEW CL A (ML 03367) 7,243 7,243
CONMED CORP COM (ML 03367) 753 753
CONOCOPHILLIPS (ML 03367) 9,917 9,917
CONSTRUCTION PARTNERS (ML 03367) 973 973
CORNING INC (ML 03367) 4,182 4,182
CRH PLC (ML 03367) 1,110 1,110
CSL LTD SHS ADR (ML 03367) 1,664 1,664
CUSHMAN AND WAKEFIELD (ML 03367) 824 824
CVS HEALTH CORP (ML 03367) 3,322 3,322
DAIICHI SANKYO CO LTD (ML 03367) 955 955
DAITO TR CONSTRUCTION CO (ML 03367) 2,778 2,778
DAIWA HOUSE IND LTD ADR (ML 03367) 2,272 2,272
DANA INC (ML 03367) 347 347
DBS GROUP HLDGS SPN ADR (ML 03367) 3,713 3,713
DEERE CO (ML 03367) 9,745 9,745
DEUTSCHE BK AG REG SHS (ML 03367) 3,257 3,257
DEUTSCHE TELE AG SPN ADR (ML 03367) 3,552 3,552
DIAMONDROCK HOSPITALITY (ML 03367) 542 542
DISNEY (WALT) CO COM STK (ML 03367) 10,244 10,244
DOMINION ENERGY INC (ML 03367) 4,740 4,740
DOVER CORP (ML 03367) 6,941 6,941
EATON CORP PLC (ML 03367) 6,306 6,306
EIFFAGE SA SHS (ML 03367) 2,810 2,810
ELI LILLY & CO (ML 03367) 3,860 3,860
ENEOS HOLDINGS INC (ML 03367) 1,843 1,843
ENGIE SHS (ML 03367) 2,963 2,963
ENTERPRISE FINL SVCS CRP (ML 03367) 620 620
EOG RESOURCES INC (ML 03367) 6,619 6,619
ESCO TECHNOLOGIES INC (ML 03367) 666 666
ESSENT GROUP LTD (ML 03367) 980 980
ESSENTIAL PPTYS RLTY TR (ML 03367) 845 845
EVOLUTION GAMING GROUP (ML 03367) 999 999
EXLSERVICE HLDGS INC (ML 03367) 1,420 1,420
EXPEDITORS INTL WASH INC (ML 03367) 3,988 3,988
EXXON MOBIL COPR COM (ML 03367) 5,916 5,916
FACTSET RESH SYS INC (ML 03367) 4,323 4,323
FEDERAL SIGNAL CORP (ML 03367) 1,571 1,571
FERRARI NV (ML 03367) 2,974 2,974
FIRST ADVANTAGE CORP NEW (ML 03367) 431 431
FIRST BANCORP N C COM (ML 03367) 616 616
FIRST FINANCIAL BANCORP (ML 03367) 726 726
FIRST INTST BANCSYSTEM (ML 033670 747 747
FOUR CORNERS PROPERTY TR (ML 03367) 760 760
FTAI AVIATIOIN LTD (ML 03367) 720 720
GALLAGHER ARTHUR J & CO (ML 03367) 3,690 3,690
GENL DYNAMICS CORP COM (ML 03367) 7,114 7,114
GENMAB A/S SHS (ML 03367) 960 960
GIVAUDAN SA UNSP ADR (ML 03367) 1,654 1,654
GOLDMAN SACHS GROUP INC (ML 03367) 3,436 3,436
H AND E EQUIP SVCS INC (ML 03367) 636 636
HALOZYME THERAPEUTICS (ML 03367) 1,195 1,195
HAMILTON LANE INC REG SH (ML 03367) 740 740
HARTFORD FINL SVCS GROUP (ML 03367) 985 985
HERMES INTERNATIONAL ADR (ML 03367) 2,868 2,868
HERSHEY COMPANY (ML 03367) 2,879 2,879
HITACHI LTD 10 NEW ADR (ML 03367) 2,720 2,720
HOME DEPOT INC (ML 03367) 7,002 7,002
HONEYWELL INTL INC DEL (ML 03367) 5,195 5,195
HOYA CORP ADR (ML 03367) 3,968 3,968
HUB GROUP INC (ML 03367) 579 579
ICHOR HOLDINGS LTD REG (ML 03367) 451 451
ICON PLC (ML 03367) 1,887 1,887
ILLUMINA INC COM (ML 03367) 3,474 3,474
IMAX CORP (ML 03367) 947 947
INDEPENDENCE RLTY TR INC (ML 03367) 1,171 1,171
INDEPENDENT BK COPR MASS (ML 03367) 770 770
INDEPENDENT BK GROUP INC (ML 03367) 789 789
INDUSTRIA DE DISENO (ML 03367) 3,240 3,240
INPEX CORP SHS (ML 03367) 676 676
INSMED INC (ML 03367) 1,450 1,450
INTERCONTINENTAL HOTELS (ML 03367) 2,873 2,873
INTL BUSINESS MACHINES (ML 03367) 2,638 2,638
INTL SEAWAYS INC REG SHS (ML 03367) 144 144
INTRA-CELLULAR THERAPIES (ML 03367) 418 418
INTUITIVE SURGICAL INC (ML 03367) 5,742 5,742
IOVANCE BIOTHERAPEUTICS (ML 03367) 326 326
IPSEN SHS (ML 03367) 2,462 2,462
J & J SNACK FOODS CRP (ML 03367) 1,086 1,086
JANUS PARENT INC REG SHS (ML 03367) 221 221
JOHNSON AND JOHNSON COM (ML 03367) 6,508 6,508
KADANT INC (ML 03367) 1,035 1,035
KAISER ALUM CORP (ML 03367) 492 492
KANSAI ELEC PWR CO INC (ML 03367) 2,280 2,280
KB HOME (ML 03367) 789 789
KBC GROUPE SA SHS (ML 03367) 3,201 3,201
KITE REALTY GROUP TR SHS (ML 03367) 1,060 1,060
KOMATSU NEW NEW SPNSDADR (ML 03367) 1,311 1,311
KONGSBERG GRUPPEN ASA (ML 03367) 2,761 2,761
KONINKLUKE AHOLD (ML 03367) 2,509 2,509
KONTOOR BRANDS INC REG (ML 03367) 1,025 1,025
LA-Z-BOY INC MICHIGAN (ML 03367) 523 523
LANTHEUS HLDGS INC (ML 03367) 895 895
LEGRAND SA-UNSP (ML 03367) 1,641 1,641
LIBERTY ENERGY INC (ML 03367) 378 378
LIGAND PHARMACEUTICALS (ML 03367) 964 964
LOGITECH INTERNATIONAL (ML 03367) 2,388 2,388
LOWE'S COMPANIES INC (ML 03367) 8,144 8,144
LXP INDUSTRIAL TRUST (ML 03367) 528 528
MAGNOLIA OIL & GAS CORP (ML 03367) 935 935
MAKITA CORP SPOND ADR (ML 03367) 1,161 1,161
MALIBU BOATS INC SHS (ML 03367) 338 338
MARSH & MCLENNAN COS INC (ML 03367) 1,912 1,912
MAZDA MOTOR CORP SHS (ML 033367) 933 933
MCDONALDS CORP COM (ML 03367) 6,957 6,957
MEDTRONIC PLC SHS (ML 03367) 3,754 3,754
MERCK AND CO INC SHS (ML 03367) 3,183 3,183
MERIT MEDICAL SYS INC (ML 03367) 1,257 1,257
META PLATFORMS INC (ML 03367) 28,104 28,104
METLIFE INC COM (ML 03367) 2,211 2,211
MICROCHIP TECHNOLOGIES INC (ML 03367) 3,728 3,728
MICROSOFT CORP (ML 03367) 23,183 23,183
MINERALS TECHNOLOGIES (ML 03367) 1,600 1,600
MODINE MFG CO (ML 03367) 696 696
MONDELEZ INTERNATIONAL (ML 03367) 3,046 3,046
MONSTER BEVERAGE SHS (ML 03367) 8,462 8,462
MONTROSE ENVIRONMENTAL (ML 03367) 148 148
MORGAN STANLEY (ML 03367) 10,058 10,058
MYR GROUP INC DEL (ML 03367) 1,190 1,190
NATWEST GROUP PLC SHS (ML 03367) 4,221 4,221
NEOGENOMICS INC (ML 03367) 709 709
NETEASE.COM INC (ML 03367) 2,141 2,141
NETFLIX COM INC (ML 03367) 22,283 22,283
NEXT GROUP PLC-UNSPON (ML 03367) 1,963 1,963
NEXTERA ENERGY INC SHS (ML 03367) 5,090 5,090
NICE LTD ADR (ML 03367) 1,189 1,189
NIDEC CORPORATION (ML 03367) 2,127 2,127
NIKE INC CL B (ML 03367) 3,329 3,329
NIPPON SANSO HLDGS ADR (ML 03367) 520 520
NITTO DENKO CORP ADR (ML 03367) 3,962 3,962
NMI HOLDINGS INC SHS (ML 03367) 919 919
NORFOLK SOUTHERN CORP (ML 03367) 8,449 8,449
NORTHROP GRUMMAN CORP (ML 03367) 2,816 2,816
NORTHWESTERN ENE GR INC (ML 03367) 802 802
NOVARTIS ADR (ML 03367) 10,607 10,607
NOVO NORDISK A S ADR (ML 03367) 10,666 10,666
NVIDIA (ML 03367) 35,587 35,587
NXP SEMICONDUCTORS N.V. (ML 03367) 3,326 3,326
OLD NATL BANCORP IND (ML 03367) 1,346 1,346
OLYMPUS CORP SHS ADR (ML 03367) 1,756 1,756
OMNIAB INC REG SHS (ML 03367) 195 195
OMNICELL INC (ML 03367) 623 623
ONESPAWORLD HLDGS LTD (ML 03367) 458 458
ORACLE CORP $0.01 DEL (ML 03367) 17,997 17,997
ORIX CORPORATION SP ADR (ML 03367) 2,656 2,656
OVERSEA-CHINESE BANK-UNS (ML 03367) 1,422 1,422
PACIFIC PREMIER BANCORP (ML 03367) 623 623
PANDORA A/S ADR (ML 03367) 1,767 1,767
PARKER HANNIFIN CORP (ML 03367) 5,088 5,088
PATTERSON UTI ENERGY INC (ML 03367) 1,066 1,066
PAYPAL HOLDINGS INC SHS (ML 03367) 3,499 3,499
PEPSICO INC (ML 03367) 3,193 3,193
PERELLA WEINBERG (ML 03367) 262 262
PERMIAN RES CORP (ML 03367) 1,510 1,510
PHILIP MORRIS INTL INC (ML 03367) 8,786 8,786
PHILLIPS EDISON AND CO (ML 03367) 562 562
PJT PARTNERS INC SHS (ML 03367) 947 947
PNC FINCL SERVICES GROUP (ML 03367) 7,521 7,521
PPG INDUSTRIES INC SHS (ML 03367) 2,508 2,508
PRESTIGE CONSUMER (ML 03367) 1,640 1,640
PROCTER & GAMBLE CO (ML 03367) 6,203 6,203
PROGRESS SOFTWARE CORP (ML 03667) 717 717
PROGRESSIVE CRP OHIO (ML 03367) 2,636 2,636
PROLOGIS INC (ML 03367) 3,171 3,171
PUB SVC ENTERPRISE GRP (ML 03367) 3,633 3,633
QBE INS GROUP LTD (ML 03367) 2,228 2,228
QUAKER HOUGHTON (ML 03367) 563 563
QUALCOMM INC (ML 03367) 5,377 5,377
Q2 HOLDINGS INC SHS (ML 03367) 1,610 1,610
RAPID7 ORD (ML 03367) 684 684
REGENERON PHARMACTCLS (ML 03367) 5,699 5,699
RENASANT CORP (ML 03367) 393 393
REPUBLIC SERVICES INC (ML 03367) 2,012 2,012
RIO TINTO PLC SPNSRD ADR (ML 03367) 4,117 4,117
ROCHE HLDG LTD SPN ADR (ML 03367) 2,860 2,860
ROYAL KPN N V SP ADR (ML 03367) 1,811 1,811
RTX CORP (ML 03367) 5,207 5,207
RUBRIK INC REG SHS CL A (ML 03367) 196 196
RXO INC REG SHS (ML 03367) 334 334
SAFRAN SA-UNSPON ADR (ML 03367) 2,943 2,943
SALESFORCE INC (ML 03367) 12,036 12,036
SAP SE SHS (ML 03367) 2,708 2,708
SCHWAB CHARLES CORP NEW (ML 03367) 9,547 9,547
SCORPIO TANKERS INC REG (ML 03367) 298 298
SEAGATE TECH HLDGS PUB (ML 03367) 3,193 3,193
SEI INVT CO PA PV $0.01 (ML 03367) 4,454 4,454
SELECTIVE INS GRP INC (ML 03367) 1,216 1,216
SEMTECH CORPORATION (ML 03367) 1,175 1,175
SHELL PCL (ML 03367) 4,386 4,386
SHOPIFY INC CL A (ML 03367) 9,251 9,251
SILICON LABS INC (ML 03367) 994 994
SINGAPORE EXCHANGE LTD (ML 03367) 2,124 2,124
SM ENERGY CO SHS (ML 03367) 853 853
SOMPO HOLDINGS INC (ML 03367) 3,926 3,926
SONIC AUTOMOTIVE INC A (ML 03367) 570 570
SONY GROUP CORP (ML 03367) 4,613 4,613
SOUTHSTATE CORP (ML 03367) 1,094 1,094
SPIRE INC (ML 03367) 814 814
)SPOTIFY TECH S.A. REG (ML 0 3,132 3,132
SPROUT SOCIAL INC REG (ML 03367) 399 399
SPS COMM INC (ML 03367) 1,104 1,104
STARBUCKS CORP (ML 03367) 5,384 5,384
STD CHARTERED-UNSP (ML 03367) 3,593 3,593
STEVEN MADDEN LTD SHS (ML 03367) 1,488 1,488
SUBARU CORP SHS ADR (ML 03367) 971 971
SUMITOMO CORP SP ADR (ML 03367) 3,406 3,406
SUMMIT MATLS INC (ML 03367) 1,923 1,923
SUN CTRY AIRLINES (ML 03367) 583 583
SUPERNUS PHARMACEUTICALS (ML 03367) 1,049 1,049
TAYLOR MORRISON HOME (ML 03367) 1,224 1,224
TDK CORP AMERN DEP SHR (ML 03367) 1,737 1,737
TECNOGLASS INC (ML 03367) 793 793
TEEKAY TANKERS LTD REG (ML 03367) 159 159
TELENOR ASA ADR (ML 03367) 1,381 1,381
TERRENO REALTY CORP SHS (ML 03367) 769 769
TESCO PLC (ML 03367) 3,827 3,827
TESLA INC (ML 03367) 34,730 34,730
TEVA PHARMACTCL INDS ADR (ML 03367) 2,006 2,006
TEXAS INSTRUMENTS (ML 03367) 6,188 6,188
THERMO FISHER SCIENTIFIC (ML 03367) 4,162 4,162
TJX COS INC NEW (ML 03367) 7,128 7,128
TOKIO MARINE HOLDINGS (ML 03367) 2,990 2,990
TOKYO ELECTRON LTD SHS (ML 03367) 679 679
TOTALENERGIES SE (ML 03367) 1,472 1,472
TRANSMEDICS GROUP INC (ML 03367) 561 561
TRAVELERS COS INC (ML 03367) 3,132 3,132
TRAVERE THERAPOEUTICS INC (ML 03367) 766 766
TRUIST FINL CORP (ML 03367) 5,986 5,986
UBS GROUPAG NAMEN-AKT (ML 03367) 2,426 2,426
UL SOLUTIONS INC (ML 03367) 100 100
UNICREDITO SPA ADR (ML 03367) 3,876 3,876
UNILEVER PLC NEW ADR (ML 03367) 3,459 3,459
UNION PACIFIC CORP (ML 03367) 5,245 5,245
UNITED COMMUNITY BANKS (ML 03367) 743 743
UNITED PARCEL SVC CL B (ML 03367) 6,431 6,431
UNITEDHEALTH GROUP INC (ML 03367) 12,141 12,141
UNIVERSAL MUSIC GRO-UNSP (ML 03367) 2,259 2,259
URBAN OUTFITTERS INC (ML 03367) 1,043 1,043
VALLEY NATL BANCORP N J (ML 03367) 516 516
VARONIS SYSTEMS INC SHS (ML 03367) 1,155 1,155
VENTAS INC (ML 03367) 3,298 3,298
VERINT SYSTEMS INC (ML 03367) 604 604
VERIZON COMMUNICATNS COM (ML 03367) 2,439 2,439
VERTEX PHARMCTLS INC (ML 03367) 8,457 8,457
VINCI SA ADR (ML 03367) 1,720 1,720
VISA INC CL A SHS (ML 03367) 18,646 18,646
WALMART INC (ML 03367) 5,511 5,511
WARBY PARKER INC REG SHS (ML 03367) 484 484
WARTSILA OYK SHS (ML 03367) 1,022 1,022
WELLS FARGO & CO (ML 03367) 15,102 15,102
WERNER ENTERPRISES INC (ML 03367) 539 539
WESBANCO INC (ML 03367) 553 553
WH GROUP LTD SHS ADR (ML 03367) 1,616 1,616
WIX COM LTD (ML 03367) 3,433 3,433
WNS (HOLDINGS) LTD REG (ML 03367) 521 521
WORKDAY INC CL A (ML 03367) 3,354 3,354
WORKIVA INC CL A (ML 03367) 767 767
WORTHINGTON INDSTRS OHIO (ML 03367) 401 401
WSFS FINANCIAL CORP (ML 03367) 850 850
XCEL ENERGY INC (ML 03367) 3,849 3,849
YELP INC CL A (ML 03367) 581 581
YTEI HLDGS INC (ML 03367) 462 462
YOKIGAWA ELEC ADR (ML 03367) 1,124 1,124
YUM BRANDS INC (ML 03367) 5,903 5,903
YUM CHINA HOLDINGS INC (ML 03367) 1,349 1,349
ZURN ELKAY WATER (ML 03367) 1,044 1,044
3I GROUP PLC SHS (ML 03367) 5,808 5,808

TY 2024 InvestmentsOtherSchedule2
Name:
THE HALPRIN FAMILY FOUNDATION A
EIN:
26-3952530
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PIONEER STRATEGIC INCOME FD CL Y (ML 02148) FMV 51 51
BLACKROCK MULTI ASSET INCOME PORTFOLIO INSTL (ML 02148) FMV 90 90
PIMCO INVESTMENT GRADE CREDIT BOND FD (ML 02148) FMV 39 39
PIMCO LOW DURATION FD CLASS 12 (ML 02148) FMV 43 43
PIMCO TOTAL RETURN FUND CLASS 12 (ML 02148) FMV 51 51
ABBEY CAPITAL FUTURES (ML 03367) FMV 64,783 64,783
AQR MANAGED FUTURES (ML 03367) FMV 48,806 48,806
BAIRD AGGREGATE BOND (ML 03367) FMV 89,263 89,263
BLACKROCK EVENT DRIVEN (ML 03367) FMV 82,820 82,820
CULLEN EMERGING MARKETS (ML 03367) FMV 63,819 63,819
GOLDMAN SACHS ABSOLUTE (ML 03367) FMV 79,630 79,630
GUGGENHEIM TOTAL RETURN (ML 03367) FMV 89,673 89,673
PIMCO LONG TERM CREDIT (ML 03367) FMV 89,282 89,282
SEAFARER OVERSEAS GROWTH (ML 03367) FMV 62,458 62,458
VIRTUS ALPHASIMIPLEX MGD (ML 03367) FMV 48,711 48,711

TY 2024 OtherAssetsSchedule
Name:
THE HALPRIN FAMILY FOUNDATION A
EIN:
26-3952530
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM HALPRIN B 13,000 0 0


TY 2024 OtherDecreasesSchedule
Name:
THE HALPRIN FAMILY FOUNDATION A
EIN:
26-3952530
Description Amount
UNREALIZED GAIN/LOSS 176,273


TY 2024 OtherProfessionalFeesSchedule
Name:
THE HALPRIN FAMILY FOUNDATION A
EIN:
26-3952530
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEE 7,946 7,946   0


TY 2024 TaxesSchedule
Name:
THE HALPRIN FAMILY FOUNDATION A
EIN:
26-3952530
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 1,250 0   0
FOREIGN TAX 612 612   0