Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 11-01-2023 , and ending 10-31-2024
Name of foundation
VIRGINIA B TOULMIN CHARITABLE
FOUNDATION III
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 606
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CRESSKILL, NJ07626
A Employer identification number

13-7385769
B Telephone number (see instructions)

(201) 218-2173
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$135,781,801J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,561,431 2,561,431  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,686,480
b Gross sales price for all assets on line 6a 38,909,421
7 Capital gain net income (from Part IV, line 2)... 9,686,480
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
29,071 30,048  
12 Total. Add lines 1 through 11........ 12,276,982 12,277,959  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 590,000 236,000   236,000
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
11,373 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
87,823 65,867   13,868
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,499,819 1,259,513   201,045
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
325,022 244   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 220,932 88,373   88,373
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
255,254 13,237   248,674
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,990,223 1,663,234   787,960
25 Contributions, gifts, grants paid....... 7,471,272 7,102,573
26 Total expenses and disbursements. Add lines 24 and 25 10,461,495 1,663,234   7,890,533
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,815,487
b Net investment income (if negative, enter -0-) 10,614,725
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 22,587 151,792 151,792
2 Savings and temporary cash investments......... 8,549,947 8,885,588 8,885,588
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.......... 17,000 58,100 58,100
10a Investments—U.S. and state government obligations (attach schedule) 20,432,070 Click to see attachment
List of Attached Documents:
// Content
18,439,643 		18,439,643
b Investments—corporate stock (attach schedule)....... 56,000,407 Click to see attachment
List of Attached Documents:
// Content
69,050,667 		69,050,667
c Investments—corporate bonds (attach schedule)....... 10,019,252 Click to see attachment
List of Attached Documents:
// Content
10,809,979 		10,809,979
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).......... 23,331,312 Click to see attachment
List of Attached Documents:
// Content
27,912,001 		27,912,001
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
432,671 		Click to see attachment
List of Attached Documents:
// Content
474,031 		Click to see attachment
List of Attached Documents:
// Content
474,031
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 118,805,246 135,781,801 135,781,801
Liabilities 17 Accounts payable and accrued expenses.......... 143,506 76,125
18 Grants payable................. 2,116,988 2,485,687
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) Click to see attachment
List of Attached Documents:
// Content
163,605 		Click to see attachment
List of Attached Documents:
// Content
369,483
23 Total liabilities (add lines 17 through 22)......... 2,424,099 2,931,295
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........... 116,381,147 132,850,506
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    
29 Total net assets or fund balances (see instructions)..... 116,381,147 132,850,506
30 Total liabilities and net assets/fund balances (see instructions). 118,805,246 135,781,801
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
116,381,147
2
Enter amount from Part I, line 27a .....................
2
1,815,487
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,653,872
4
Add lines 1, 2, and 3 ..........................
4
132,850,506
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
132,850,506
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
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 38,909,421   29,222,941 9,686,480
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       9,686,480
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 9,686,480
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) 1 147,545
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........................... 3 147,545
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- ..... 5 147,545
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 168,775
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 70,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 238,775
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 91,230
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow91,230 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
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 .Click to see attachment
List of Attached Documents:
// Content
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
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 arrowWWW.TOULMINFOUNDATION.ORG
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (201) 218-2173

Located atright arrowPO BOX 606CRESSKILLNJ ZIP+4right arrow07626
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
WILLIAM S VILLAFRANCO TRUSTEE/CEO
35.00 		300,000 0 0
PO BOX 606
CRESSKILL,NJ07626
ALEXANDER C SANGER TRUSTEE/COO
30.00 		175,000 0 0
IPPF 125 MAIDEN LANE 9TH FLOOR
NEW YORK,NY10038
WALTER P MONTAIGNE TRUSTEE
15.00 		115,000 0 0
165 W 66TH ST 10D
NEW YORK,NY10023
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 (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
SOUTHWIND ASSOCIATES OF NJ INC INVESTMENT MGT & ADMIN SERVICES 704,057
PO BOX 606
CRESSKILL,NJ07626
PZENA INVESTMENT MANAGEMENT INVESTMENT MANAGEMENT SERVICES 142,062
320 PARK AVE 8TH FLOOR
NEW YORK,NY10022
TCC GROUP CONSULTING SERVICES 135,878
333 7TH AVE 9TH FLOOR
NEW YORK,NY10001
ANGELUS NOVUS INC VIDEO PRODUCTION SERVICES 134,231
254 NORTH LAKE AVENUE
PASADENA,CA91101
BILKEYKATZ INVESTMENT CONSULTANTS INC INVESTMENT MANAGEMENT SERVICES 86,250
411 7TH AVENUE SUITE 1425
PITTSBURGH,PA15219
Total number of others receiving over $50,000 for professional services.............right arrow2
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 AMOUNTS PAID DIRECTLY TO A VENDOR TO PRODUCE PROMOTIONAL VIDEOS FOR VARIOUS CHARITABLE ORGANIZATIONS. 134,231
2 OTHER INDIRECT GRANTS FOR EXPENSES PAID ON BEHALF OF CHARITABLE ORGANIZATIONS. 110,056
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 (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
121,906,329
b
Average of monthly cash balances.......................
1b
11,218,365
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
133,124,694
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
133,124,694
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,996,870
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
131,127,824
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,556,391
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
6,556,391
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
147,545
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
101
c
Add lines 2a and 2b............................
2c
147,646
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,408,745
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,408,745
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
6,408,745
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
7,890,533
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
7,890,533
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 6,408,745
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,243,568
b From 2019...... 1,196,278
c From 2020...... 80,610
d From 2021...... 173,149
e From 2022...... 1,251,524
f Total of lines 3a through e ........ 3,945,129
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 7,890,533
a Applied to 2022, 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)........ 		0
d Applied to 2023 distributable amount..... 6,408,745
e Remaining amount distributed out of corpus 1,481,788
5 Excess distributions carryover applied to 2023. 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 5,426,917
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,243,568
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,183,349
10 Analysis of line 9:
a Excess from 2019.... 1,196,278
b Excess from 2020.... 80,610
c Excess from 2021.... 173,149
d Excess from 2022.... 1,251,524
e Excess from 2023.... 1,481,788
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALL FAITHS FOOD BANK INC

8171 BLAIKIE CT
SARASOTA,FL34240 		  PC ALL FAITHS FOOD BANK'S SCHOOL BACKPACK PROGRAM 25,000

AMERICAS VETDOGS - THE VETERANS K9 CORPS INC

371 E JERICHO TURNPIKE
SMITHTOWN,NY11787 		  PC SERVICE DOG TRAINING PROGRAM 65,000

ANDIAMO MOTORCYCLES CHARITY INC

23 HARDENBURGH AVE
HAWORTH,NJ07641 		  PC GENERAL OPERATING SUPPORT 15,000

ARTIST SERIES CONCERTS OF SARASOTA INC

1226 N TAMIAMI TRAIL
SARASOTA,FL34236 		  PC ARTIST RESIDENCY PROGRAM FOR EDUCATIONAL OUTREACH 50,000

ASOLO THEATRE

5555 N TAMIAMI TRAIL
SARASOTA,FL34243 		  PC HURRICANE RELIEF 15,000

ASOLO THEATRE

5555 N TAMIAMI TRAIL
SARASOTA,FL34243 		  PC ASOLO REPS 2024-2025 SEASON 150,000

BALLETX

1923 WASHINGTON AVENUE
PHILADELPHIA,PA19146 		  PC FEMALE CHOREOGRAPHER IN RESIDENCE 50,000

BETH MORRISON PROJECTS INC DBA BMP

138 SOUTH OXFORD STREET SUITE 3B
BROOKLYN,NY11217 		  PC WOMEN-LED PROJECTS IN BMP'S 2024-25 SEASON 125,000

BETH MORRISON PROJECTS INC DBA BMP

138 SOUTH OXFORD STREET SUITE 3B
BROOKLYN,NY11217 		  PC WOMEN-LED PROJECTS IN THE 2025 PROTOTYPE: OPERA | THEATRE | NOW FESTIVAL 125,000

BOOK FAIRIES

70 NORTH MAIN STREET
FREEPORT,NY11520 		  PC GENERAL OPERATING SUPPORT 50,000

BOULDER CREST FOUNDATION

PO BOX 117
BLUEMONT,VA20135 		  PC GENERAL OPERATING SUPPORT 15,000

BOYS TOWN NEW ENGLAND

14100 CRAWFORD STREET
BOYS TOWN,NE68010 		  PC BOYS TOWN NEW ENGLAND: CHANGING THE WAY AMERICA CARES FOR CHILDREN AND FAMILIES 50,000

CAMP HORSEABILITY INC

223 STORE HILL RD
OLD WESTBURY,NY11568 		  PC SALARIES FOR NEW STAFF POSITIONS TO GROW VOLUNTEER BASE AND SUPPORT FUNDRAISING 125,000

CAMP H-TOWN

1300 LAMAR ST
HOUSTON,TX77010 		  PC CAMP EXPANSION AND VBT CAMP H-TOWN SCHOLARSHIP 85,000

CAMP H-TOWN

1300 LAMAR ST
HOUSTON,TX77010 		  PC CELEBRITY CHEFS AGAINST CANCER MATCHING GIFT 40,000

CHANCES FOR CHILDREN - NY INC

424 EAST 147TH STREET
BRONX,NY10455 		  PC OUTREACH INITIATIVE AND PROGRAM EXPANSION (PHASE 2): ENGAGING MORE FULLY WITH OUR BRONX COMMUNITY 150,000

CHILDREN FIRST INC

1723 N ORANGE AVE
SARASOTA,FL34234 		  PC JOINT REQUEST FOR CONTINUED SUPPORT OF CHANGEMAKER COLLECTIVE AND ECE NURSING POSITION 90,000

CHILDREN FIRST INC

1723 N ORANGE AVE
SARASOTA,FL34234 		  PC HURRICANE RELIEF 15,000

COMMUNITY FOUNDATION OF SARASOTA COUNTY INC

2635 FRUITVILLE ROAD
SARASOTA,FL34237 		  PC SEASON OF SHARING 50,000

COMPOSERS NOW INC

33 WEST 60 STREET FL 2
NEW YORK,NY10023 		  PC SECOND STAGE COMMISSIONING, MENTORING AND PROFESSIONAL DEVELOPMENT INITIATIVE FOR YOUNG WOMEN 25,000

COVENANT HOUSE

5 PENN PLAZA
NEW YORK,NY10001 		  PC ANTI-HUMAN TRAFFICKING SERVICES AND ADVOCACY FOR SURVIVORS 250,000

DOMINICAN ACADEMY OF THE CITY OF NEW YORK

44 E 68TH ST
NEW YORK,NY10065 		  PC SCHOLARSHIPS 7,500

DOMINICAN SISTERS VISION OF HOPE

1555 34TH AVENUE
OAKLAND,CA94601 		  PC SCHOLARSHIPS 5,000

EAST END HOSPICE INC

PO BOX 1048
WESTHAMPTON BEACH,NY11978 		  PC CAMP GOOD GRIEF 25,000

EMMA ALYSON AND KATE HANCE FAMILY FOUNDATION

130 TULIP AVENUE SUITE 1
FLORAL PARK,NY11001 		  PC A CHALLENGE GRANT TO ASSIST WITH CULTIVATING NEW AND EXISTING DONORS 100,000

EMPOWERED NETWORK

8 NORTH RIDGE LANE
NEW LONDON,CT06320 		  PC GRANT WRITER TO SUPPORT CAPACITY BUILDING 87,000

FOS FEMINISTA

125 MAIDEN LN 9TH FL
NEW YORK,NY10038 		  PC MEDIA SUPPORT FOR FOS FEMINISTA BRAND ELEVATION 75,000

FOS FEMINISTA

125 MAIDEN LN 9TH FL
NEW YORK,NY10038 		  PC GENERAL SUPPORT GRANT FOR FOS FEMINISTA 100,000

FOS FEMINISTA

125 MAIDEN LN 9TH FL
NEW YORK,NY10038 		  PC SCALING UP FINANCIAL RESILIENCE FOR SEXUAL AND REPRODUCTIVE HEALTH ORGANIZATIONS IN THE GLOBAL SOUTH 130,000

FRANCISCAN BREAD FOR THE POOR INC

144 W 32ND ST
NEW YORK,NY10001 		  PC GENERAL OPERATING SUPPORT 5,000

FRANCISCAN MOUNTAIN RETREAT INC

PO BOX 100
WEST CLARKSVILLE,NY14786 		  PC GENERAL OPERATING SUPPORT 15,000

FRENCH ACADEMY OF BERGEN COUNTY INC

85 W DEMAREST AVE
ENGLEWOOD,NJ07631 		  PC GENERAL OPERATING SUPPORT 10,000

GIRLS INC OF SARASOTA COUNTY

201 S TUTTLE AVE
SARASOTA,FL34237 		  PC AUGUST MATCH CAMPAIGN 75,000

GIRLS INC OF SARASOTA COUNTY

201 S TUTTLE AVE
SARASOTA,FL34237 		  PC HURRICANE RELIEF 15,000

GIRLS INC OF SARASOTA COUNTY

201 S TUTTLE AVE
SARASOTA,FL34237 		  PC AUGUST MATCH CAMPAIGN 85,000

GIVE2ASIA USA (MYRIAD USA)

TWO EMBARCADERO CENTER 8TH FLOOR
SAN FRANCISCO,CA94111 		  PC SUPPORT WAT ARUN SCHOOL FOR DEVELOPMENT OF HUMANITY IN BANGKOK, THAILAND 150,000

GLOBAL HEALTH CORPS

307 WEST 38TH ST
NEW YORK,NY10018 		  PC INVESTING IN EMERGING LEADERS TO ACHIEVE HEALTH EQUITY 150,000

HOSPITAL FOR SPECIAL SURGERY

535 EAST 70TH STREET
NEW YORK,NY10021 		  PC MEDICAL RESEARCH 150,000

JEWISH COMMUNITY CENTERS OF CHICAGO

300 REVERE DRIVE
NORTHBROOK,IL60062 		  PC GROWING HOPE MOVEMENT 75,000

LEAGUE OF AMERICAN ORCHESTRAS

520 8TH AVENUE
NEW YORK,NY10018 		  PC VIRGINIA B. TOULMIN FOUNDATION ORCHESTRAL COMMISSIONS PROGRAM 30,000

LEAGUE OF AMERICAN ORCHESTRAS

520 8TH AVENUE
NEW YORK,NY10018 		  PC VIRGINIA B. TOULMIN FOUNDATION ORCHESTRAL COMMISSIONS PROGRAM 130,055

LONG ISLAND CARES INC

10 DAVIDS DRIVE
HAUPPAUGE,NY11788 		  PC SENIOR & VETERAN HOLIDAY MEALS, BRENTWOOD MOBILE SCHOOL PANTRY PURCHASES, KOSHER FOOD PURCHASES 60,000

LONG ISLAND LENDING A HELPING HAND

341 NY-25A
ROCKY POINT,NY11778 		  PC GENERAL OPERATING SUPPORT 5,000

LUNA COMPOSITION LAB

322 WEST 52ND STREET 242
NEW YORK,NY101010242 		  PC SUPPORT FOR YOUNG COMPOSERS 75,000

LUNA COMPOSITION LAB

322 WEST 52ND STREET 242
NEW YORK,NY101010242 		  PC SUPPORT FOR YOUNG COMPOSERS 75,000

LUV MICHAEL INC

42 WALKER ST
NEW YORK,NY10013 		  PC PUBLIC RELATIONS FOR LUV MICHAEL 36,000

MARIE SELBY BOTANICAL GARDENS INC

1534 MOUND ST
SARASOTA,FL34236 		  PC SPRING EXHIBITION, LEADERSHIP SCHOLARSHIP, AND SALARY SUPPORT FOR PRESIDENT & CEO 175,000

MARIE SELBY BOTANICAL GARDENS INC

1534 MOUND ST
SARASOTA,FL34236 		  PC WOMEN IN PHILANTHROPY 35,000

MARIE SELBY BOTANICAL GARDENS INC

1534 MOUND ST
SARASOTA,FL34236 		  PC HURRICANE RELIEF 15,000

MYFACE

333 E 30TH ST
NEW YORK,NY10016 		  PC GENERAL OPERATIONS 125,000

MYFACE

333 E 30TH ST
NEW YORK,NY10016 		  PC GENERAL OPERATING SUPPORT 50,000

NEW MUSIC USA

40 WALL STREET
NEW YORK,NY10004 		  PC AMPLIFYING VOICES: CO-COMMISSIONING ORCHESTRAL REPERTOIRE BY WOMEN COMPOSERS 80,000

NEW YORK CITY BALLET

20 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC EMERGING FEMALE CHOREOGRAPHERS WORKSHOP 30,000

NEW YORK CITY CENTER

130 W 56TH ST
NEW YORK,NY10019 		  PC SUPPORT FOR THE 2023-24 SEASON 100,000

NEW YORK COMMUNITY TRUST

909 THIRD AVENUE 22ND FLOOR
NEW YORK,NY10022 		  PC SUPPORT ARTS AND CULTURAL, SOCIAL SERVICES, AND OTHER CHARITABLE ORGANIZATIONS 75,000

NEW YORK THEATRE WORKSHOP INC

79 E 4TH ST
NEW YORK,NY10003 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

NYU - SCHOOL OF MEDICINE

1 PARK AVENUE
NEW YORK,NY10016 		  PC HANSJRG WYSS DEPARTMENT OF PLASTIC SURGERY RESEARCH FELLOWSHIP PROGRAM 75,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR WOMEN COMPOSERS(FY24 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 109,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY23 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 14,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR WOMEN COMPOSERS(FY24 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 79,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR WOMEN COMPOSERS (FY25 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 12,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY23 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 14,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR WOMEN COMPOSERS (FY25 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 15,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR WOMEN COMPOSERS(FY24 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 76,800

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR WOMEN COMPOSERS(FY24 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 50,000

OPPORTUNITY MUSIC PROJECT INC

300 EAST 95TH ST
NEW YORK,NY10128 		  PC FULL SCHOLARSHIPS FOR LOW-INCOME OPPORTUNITY MUSIC PROJECT STUDENTS 50,000

OUR LADY OF VICTORY PARISH SCHOOL

2 FLORAL PKWY
FLORAL PARK,NY11001 		  PC GENERAL OPERATING SUPPORT 2,500

PALS PROGRAMS

30 S 15TH ST
PHILADELPHIA,PA191024806 		  PC VOLUNTEER SUCCESS: RECRUIT, TRAIN, EMPOWER, RETAIN 100,000

PLANNED PARENTHOOD OF GREATER NEW YORK

26 BLEECKER STREET
NEW YORK,NY10012 		  PC PROJECT STREET BEAT 50,000

PLANNED PARENTHOOD OF SW AND CENTRAL FL

736 CENTRAL AVENUE
SARASOTA,FL34236 		  PC PPSWCF HEALTH CARE AND EDUCATION 125,000

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS

7155 E 38TH AVE
DENVER,CO80207 		  PC GENERAL OPERATING SUPPORT 20,000

PLAYWRIGHT HORIZONS

416 W 42ND ST
NEW YORK,NY10036 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

POINTS OF LIGHT FOUNDATION

600 MEANS STREET
ATLANTA,GA30318 		  PC GENERAL OPERATING SUPPORT 10,000

PROFESSIONAL CHILDREN'S SCHOOL

132 WEST 60TH STREET
NEW YORK,NY10023 		  PC THE VIRGINIA B. TOULMIN SCHOLARS PROGRAM AT PROFESSIONAL CHILDREN'S SCHOOL 57,500

PROFESSIONAL CHILDREN'S SCHOOL

132 WEST 60TH STREET
NEW YORK,NY10023 		  PC PCS ALUMNI MATCHING GIFT CHALLENGE 100,000

PROTOTYPE FESTIVAL FISCALLY SPONSORED BY BETH MORRISON PROJECTS

138 SOUTH OXFORD STREET
BROOKLYN,NY112171694 		  PC PROTOTYPE: OPERA | THEATRE | NOW 100,000

RIVER FUND NEW YORK INC

89-11 LEFFERTS BLVD
RICHMOND HILL,NY11418 		  PC EDUCATIONAL PATHWAYS AND GENERAL OPERATING SUPPORT 150,000

SARASOTA BALLET OF FLORIDA INC

5555 N TAMIAMI TR
SARASOTA,FL34243 		  PC SUPPORT FOR THE VIRGINIA B. TOULMIN ARTIST IN RESIDENCE PROGRAM 57,218

SARASOTA OPERA ASSOCIATION

61 N PINEAPPLE AVE
SARASOTA,FL34236 		  PC HURRICANE RELIEF 15,000

SARASOTA OPERA ASSOCIATION

61 N PINEAPPLE AVE
SARASOTA,FL34236 		  PC SARASOTA OPERA 2024-2025 SEASON 175,000

SARASOTA ORCHESTRA

709 N TAMIAMI TRAIL
SARASOTA,FL34236 		  PC HURRICANE RELIEF 15,000

SARASOTA ORCHESTRA

709 N TAMIAMI TRAIL
SARASOTA,FL34236 		  PC SARASOTA ORCHESTRAS 2023-2024 PROGRAMS 175,000

SCHOOL OF AMERICAN BALLET

70 LINCOLN CENTER PLAZA 5TH FLOOR
NEW YORK,NY10023 		  PC FEMALE CHOREOGRAPHY PROJECT 75,000

SCHOOL OF AMERICAN BALLET

70 LINCOLN CENTER PLAZA 5TH FLOOR
NEW YORK,NY10023 		  PC FEMALE CHOREOGRAPHY PROJECT 85,000

SERIOUSFUN CHILDREN'S NETWORK

230 EAST AVE
NORWALK,CT06855 		  PC CRANIOFACIAL FAMILY PROGRAMMING PILOT ($100,000) AND MEDIA/PUBLIC RELATIONS SUPPORT ($50,000) 150,000

SIGNATURE THEATRE

480 WEST 42ND STREET
NEW YORK,NY10036 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

SILVER HILL HOSPITAL

208 VALLEY RD
NEW CANAAN,CT06840 		  PC VIRGINIA B. TOULMIN NURSING SCHOLARSHIP ($50,000) AND PATIENT FINANCIAL AID ($50,000) 100,000

ST BONAVENTURE UNIVERSITY

3261 WEST STATE ROAD
ST BONAVENTURE,NY14778 		  PC BONA BUDDIES, LITERACY PROGRAM AND BONARESPONDS 25,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306 		  PC TUNNEL TO TOWERS FOUNDATION'S MISSION & PROGRAMS 100,000

SUNRISE ASSOCIATION

15 NEIL COURT
OCEANSIDE,NY11572 		  PC GENERAL OPERATING SUPPORT 160,000

SUNRISE ASSOCIATION

15 NEIL COURT
OCEANSIDE,NY11572 		  PC SUNRISE ISRAEL 50,000

SYMPHONY SPACE

2537 BROADWAY
NEW YORK,NY10025 		  PC SYMPHONY SPACES GLOBAL ARTS: CULTURAL LITERACY & HERITAGE PROGRAM 50,000

TASTE THE IMPACT

PO BOX 1286
IMMOKALEE,FL34143 		  PC GENERAL OPERATING SUPPORT FOR THE TASTE THE IMPACT ORGANIZATION 100,000

TEATRO GRATTACIELO INC

209 40TH STREEET APT 3B
UNION CITY,NJ07087 		  PC CREATIVE TABLEAUX, AN ALL-INCLUSIVE INTERGENERATIONAL & MULTIDISCIPLINARY EDUCATIONAL PROGRAM 75,000

THE JUILLIARD SCHOOL

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC TOULMIN SCHOLARS PROGRAM: CLASS OF 2026 110,000

THE JUILLIARD SCHOOL

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC TOULMIN SCHOLARS PROGRAM: CLASS OF 2025 115,000

THE PUBLIC THEATER

425 LAFAYETTE ST
NEW YORK,NY10003 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

TUESDAYS CHILDREN

390 PLANDOME ROAD SUITE 215
MANHASSET,NY11030 		  PC YOUTH MENTORING AND 2025 FAMILY SUMMIT 60,000

URBANITE THEATRE INC

1487 2ND STREET
SARASOTA,FL34236 		  PC MODERN WORKS FESTIVAL & FROM 145TH TO 98TH STREET 50,000

US AUTISM HOMES

42 WALKER ST
NEW YORK,NY10013 		  PC US AUTISM HOMES: HEALTH, SAFETY AND SUPPORT 50,000

WATERMAN'S COMMUNITY CENTER

PO BOX 526
NORTH HAVEN,NE04853 		  PC GENERAL OPERATING SUPPORT TARGETED AT DRAMATIC PROGRAMMING 45,000

YORK STREET PROJECT

89 YORK STREET
JERSEY CITY,NJ07302 		  PC RECOGNITION OF RICHARD HAYDON 25,000

YORK STREET PROJECT

89 YORK STREET
JERSEY CITY,NJ07302 		  PC GENERAL OPERATING SUPPORT 10,000
Total .................................right arrow 3a 7,102,573
bApproved for future payment

COMMUNITY FOUNDATION OF SARASOTA COUNTY
2635 FRUITVILLE ROAD
SARASOTA,FL34237 		  PC SEASON OF SHARING 50,000

EMMA ALYSON AND KATE HANCE FAMILY FOUNDATION
130 TULIP AVENUE SUITE 1
FLORAL PARK,NY11001 		  PC A CHALLENGE GRANT TO ASSIST WITH CULTIVATING NEW AND EXISTING DONORS 100,000

FOS FEMINISTA
125 MAIDEN LN 9TH FL
NEW YORK,NY10038 		  PC SCALING UP FINANCIAL RESILIENCE FOR SEXUAL AND REPRODUCTIVE HEALTH ORGANIZATIONS IN THE GLOBAL SOUTH 70,000

GIVE2ASIA USA (MYRIAD USA)
TWO EMBARCADERO CENTER 8TH FLOOR
SAN FRANCISCO,CA94111 		  PC SUPPORT WAT ARUN SCHOOL FOR DEVELOPMENT OF HUMANITY IN BANGKOK, THAILAND 150,000

HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREET
NEW YORK,NY10021 		  PC MEDICAL RESEARCH 150,000

JOEL A GINGRAS JR MEMORIAL FOUNDATION INC
955 RED COAT FARM DR
CHALFONT,PA189144423 		  PC MATCHING GIFT PROGRAM 50,000

LEAGUE OF AMERICAN ORCHESTRAS
520 8TH AVENUE
NEW YORK,NY10018 		  PC VIRGINIA B. TOULMIN FOUNDATION ORCHESTRAL COMMISSIONS PROGRAM 405,000

MAINE FAMILY PLANNING
43 GABRIEL DRIVE PO BOX 587
AUGUSTA,ME04332 		  PC PROVIDING INTEGRATED MOBILE MEDICAL CARE IN RURAL MAINE 50,000

NATIONAL SAWDUST
80 N 6TH ST
BROOKLYN,NY11249 		  PC SEASON 10 HILDEGARD/NEW COMMISSION CYCLE/ALUMNI COMMISSIONS 100,000

NEW YORK CITY CENTER
130 W 56TH ST
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT FOR THE 2024-2025 SEASON 100,000

NEW YORK THEATRE WORKSHOP INC
79 E 4TH ST
NEW YORK,NY10003 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

NO GREATER SACRIFICE FOUNDATION
1101 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004 		  PC CUSTOMIZED SCHOLARSHIPS FOR CHILDREN OF FALLEN AND SEVERELY WOUNDED U.S. SERVICE MEMBERS 75,000

OPERA AMERICA
330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR FEMALE COMPOSERS 400,000

PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEECKER STREET
NEW YORK,NY10012 		  PC PROJECT STREET BEAT 50,000

PLAYWRIGHT HORIZONS
416 W 42ND ST
NEW YORK,NY10036 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC FEMALE CHOREOGRAPHY PROJECT 80,000

SIGNATURE THEATRE
480 WEST 42ND STREET
NEW YORK,NY10036 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

TASTE THE IMPACT
PO BOX 1286
IMMOKALEE,FL34143 		  PC GENERAL OPERATING SUPPORT FOR THE TASTE THE IMPACT ORGANIZATION 50,000

THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC TOULMIN SCHOLARS PROGRAM: CLASS OF 2026 115,000

THE PUBLIC THEATER
425 LAFAYETTE ST
NEW YORK,NY10003 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

WATERMAN'S COMMUNITY CENTER
PO BOX 526
NORTH HAVEN,NE04853 		  PC GENERAL OPERATING SUPPORT TARGETED AT DRAMATIC PROGRAMMING 50,000
Total ................................. right arrow 3b 2,145,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 2,561,431  
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 .....     14 29,071  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 9,686,480  
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 12,276,982 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
12,276,982
(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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 87,823 65,867   13,868

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Statement:
THE OHIO ATTORNEY GENERAL REQUIRES THE FILING OF AN ANNUAL REPORT AND PAYMENT OF A FILING FEE AND DOES NOT REQUIRE OR ACCEPT A COPY OF FORM 990-PF.

TY 2023 GeneralExplanationAttachment
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Identifier Return Reference Explanation
TRANSFERS FROM CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: VIRGINIA B. TOULMIN IRREVOCABLE TRUSTEMPLOYER ID NO: 61-6399748ADDRESS: 130 WEST SECOND STREET, SUITE 1950, DAYTON, OH 45402DESCRIPTION OF TRANSFER: CASH TRANSFERS OF CONTRIBUTION RECEIVABLE FROM TRUST DURING THE YEARAMOUNT OF TRANSFER: NONETOTAL AMOUNT OF TRANSFERS FROM CONTROLLED ENTITIES: NONE DURING THIS TAX YEAREXCESS BUSINESS HOLDING: NO

TY 2023 InvestmentsCorpBondsSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS CO ALT TIER I PERP 3.55% 27,443 27,443
AMERICAN HONDA FIN CORP 5.85% 125,788 125,788
AMGEN INC 5.25% 122,383 122,383
BANK OF AMERICA CORP FR 3.974% 124,116 124,116
BK OF AMERICA CORP 6.125% 34,693 34,693
BANK OF NEW YORK MELLON CORP 4.7% 24,788 24,788
BOEING 2.196% 126,152 126,152
CVS HEALTH CORP 5.3% 117,847 117,847
CITIGROUP INC 3.887% 127,421 127,421
CITIGROUP INC 4% 36,975 36,975
CROWN CASTLE INC 122,957 122,957
ENERGY TRANSFER LP 6.55% 134,213 134,213
FIFTH THIRD BANCORP COMP 5.1% 15,935 15,935
GOLDMAN SACHS GROUP INC 4.223% 205,206 205,206
GOLDMAN SACHS GROUP INC 5.5% 34,135 34,135
INTUIT 5.2% 127,395 127,395
MICRON TECHNOLOGY INC 4.185% 128,345 128,345
NEXTRERA ENERGY CAP HLDGS INC 126,065 126,065
ORACLE CORP 4.9% 128,274 128,274
PNC FINL SVCS GROUP INC 6.25% 21,028 21,028
RTX CORPORATION 5% 127,147 127,147
SCHWAB CHARLES CORP 5.375% 24,873 24,873
STATE STREET CORP 5.684% 134,265 134,265
T MOBILE USA INC 2.625% 123,466 123,466
THERMO FISHER SCIENTIFIC INC 5% 121,985 121,985
TRUIST FINL CORP 5.05% 24,017 24,017
TRUIST FINL CORP 4.95% 9,883 9,883
US BANCORP 5.775% 123,427 123,427
WELLS FARGO & CO 3.9% 35,833 35,833
WELLS FARGO & CO 5.574% 127,648 127,648
WELLS FARGO & CO 3.75% 597,209 597,209
MORGAN STANLEY 3.875% 394,515 394,515
U.S. BANCORP 1.45% 412,663 412,663
MICROSOFT CORP 3.125% 395,212 395,212
GOLDMAN SACHS INT 3.5% 625,090 625,090
BANK OF AMERICA 3.248% 415,124 415,124
AMERICAN EXPRESS 5.85% 387,243 387,243
CVS HEALTH CORP 4.3% 385,477 385,477
VERIZON COMMUNI 4.329% 399,760 399,760
BP CAPITAL MARK 4.234% 393,290 393,290
QUALCOMM INC 2.15% 407,888 407,888
JPMORGAN CHASE & VAR 375,592 375,592
AMAZON.COM, INC. 3.6% 377,770 377,770
CAPITAL ONE FINL 3.95% 141,188 141,188
CITIGROUP INC 3.875% 129,938 129,938
TRUIST FINL CORP 5.1% 131,119 131,119
WELLS FARGO & CO 3.9% 120,938 120,938
BANK AMER CORP 4.2% 142,282 142,282
FORD MOTOR CO 4.346% 176,926 176,926
THE BOEING CO 98,819 98,819
EQT CORP 5.7% 147,872 147,872
MICRON TECHNOLOG 6.75% 107,204 107,204
BALL CORP 2.875% 156,600 156,600
OCCIDENTAL PETROL 7.5% 149,344 149,344
EL PASO ENERGY CO 7.8% 154,090 154,090
BROADCOM INC. 4.3% 157,045 157,045
CVS HEALTH CORP 5.7% 170,514 170,514
WARNERMEDIA HOLD 5.05% 127,104 127,104
FREEPORT-MCMORAN 5.45% 129,511 129,511
TEVA PHARMACEUTI 151,575 151,575
ORACLE CORP 5.55% 87,374 87,374

TY 2023 InvestmentsCorpStockSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Name of Stock End of Year Book Value End of Year Fair Market Value
AMAZON.COM INC 1,581,418 1,581,418
APPLE INC 805,369 805,369
ASML HLDG NV 473,475 473,475
ATLASSIAN CORP PLC F 621,616 621,616
BLOCK INC 552,886 552,886
CLOUDFARE INC 462,056 462,056
DATADOG INC 736,207 736,207
DEXCOMINC 596,613 596,613
DOORDASH INC 426,224 426,224
ENTEGRIS INC 433,499 433,499
INTERCONTINENTAL ECHANG 558,950 558,950
META PLATFORMS INC 1,000,076 1,000,076
MICROSOFT 1,435,228 1,435,228
NETFLIX INC 504,272 504,272
NU HOLDINS LTD 689,145 689,145
NVIDIA CORP 2,099,865 2,099,865
OKTA INC 382,527 382,527
ROBLOX CORP 298,424 298,424
SAMSARA INC 489,513 489,513
SEA LTD 649,039 649,039
SERVICE NOW INC 1,096,263 1,096,263
SHOPIFY INC 750,972 750,972
SNOWFLAKE INC 218,043 218,043
SPOTIFY TECHNOLOGY 565,712 565,712
UBER TECHNOLOGIES INC 448,583 448,583
ULTRAGENYX PHARMA 341,582 341,582
VISA INC 390,138 390,138
ABM INDS INC 69,084 69,084
ADIENT PLC F 122,961 122,961
ADVANCE AUTO PTS INC 108,640 108,640
AMERICAN WOODMARK CORP 89,168 89,168
ASSOCIATED BANC-CORP 142,250 142,250
AVNET INC 137,639 137,639
AXIS CAPITAL HOLDINGS F 49,304 49,304
BREAD FINL HOLDINGS INC 102,691 102,691
CNO FINL GROUP INC 147,335 147,335
COLUMBIA BKG SYS INC 192,214 192,214
CONCENTRIX 82,980 82,980
DANA INC 61,605 61,605
DOUGLAS DYNAMICS INC 80,725 80,725
GENESCO INC 76,988 76,988
GLOBE LIFE INC 51,005 51,005
HAVERTY FURNITURE COS IN 34,753 34,753
HELEN OF TROY LTD FORMER 101,331 101,331
HOOKER FURNISHINGS CORP 34,400 34,400
HUNTSMAN CORP 24,970 24,970
JELD-WEN HLDG INC 141,161 141,161
KOPPERS HLDGS INC 45,879 45,879
KORN FERRY 164,968 164,968
MALIBU BOATS INC 151,246 151,246
MARCUS & MILLICHAP INC 56,571 56,571
MASTERBRAND INC 73,007 73,007
MRC GLOBAL INC 140,316 140,316
NEWELL BRANDS INC 116,714 116,714
NOV INC 77,162 77,162
OLD NATL BANCORP IND 150,093 150,093
OLIN CORP 143,728 143,728
ORION SA F 125,152 125,152
PHIBRO ANIMAL HEALTH COR 89,405 89,405
PVH CORP 93,340 93,340
RESIDEO TECHNOLOGIES INC 140,404 140,404
SCANSOURCE INC 53,267 53,267
SHYFT GROUP INC 104,910 104,910
SPECTRUM BRANDS HLDGS IN 147,963 147,963
STEELCASE INC 111,025 111,025
SYNOVUS FINL CORP 98,443 98,443
TRIMAS CORP 151,810 151,810
TRUEBLUE INC 62,055 62,055
UNIVERSAL CORP VA 126,536 126,536
UNIVEST FINL CORP 106,004 106,004
USANA HEALTH SCIENCES IN 81,305 81,305
VAREX IMAGING CORP 109,859 109,859
WEBSTER FINL CORP 133,489 133,489
WSFS FINL CORP 113,140 113,140
DIAMONDROCK HOSPITALITY 45,438 45,438
MORGAN STANLEY 33,897 33,897
NORTHERN TR CORP 25,827 25,827
REGIONS FINANCIAL CORP NEW 16,592 16,592
AT&T INC 28,188 28,188
ALLSTATE CORP 26,823 26,823
METLIFE INC INC PFD SER A 26,617 26,617
ARCHER PHARMACEUTICALS, INC 2,500 2,500
AERCAP HOLDINGS NV 816,224 816,224
ALCOA CORP 448,006 448,006
ALPHABET INC. 1,163,067 1,163,067
AMAZON.COM INC 1,720,658 1,720,658
AON PLC F 1,059,521 1,059,521
BAYER AG 556,616 556,616
CAPITAL ONE FC 609,160 609,160
CHARTER COMMUNICATN 339,404 339,404
COMCAST CORP 582,601 582,601
CONOCOPHILLIPS 1,256,205 1,256,205
DISCOVER FINL SVCS 183,756 183,756
ELEVANCE HEALTH INC 450,394 450,394
GE VERNOVA INC 813,879 813,879
HILTON WORLDWIDE HLD 462,420 462,420
HUMANA INC 602,033 602,033
LIBERTY BROADBAND CO 427,168 427,168
LONDON STK EXCHANGE GR F 240,690 240,690
META PLATFORMS INC 1,250,946 1,250,946
MICROSOFT CORP 938,669 938,669
NETFLIX INC 372,723 372,723
OCCIDENTAL PETROL CO 233,713 233,713
PROSUS N V 745,465 745,465
SAFRAN 454,007 454,007
SAP SE 819,375 819,375
SHELL PLC 903,008 903,008
TAIWAN SEMICONDUCTR 760,636 760,636
UNITEDHEALTH GRP INC 934,248 934,248
VISA INC 496,803 496,803
WELLS FARGO & CO 547,990 547,990
WOODWARD INC 521,806 521,806
WORKDAY INC 873,430 873,430
BANK OF AMERICA CORP 653,772 653,772
BAXTER INTL INC 966,328 966,328
CAPITAL ONE FC 732,555 732,555
CITIGROUP INC 1,331,142 1,331,142
CNO FINL GROUP 551,226 551,226
COGNIZANT TECH SOLU 491,548 491,548
CONCENTRIX 210,935 210,935
COREBRIDGE FINL INC 483,889 483,889
DOLLAR GEN CORP NEW 596,618 596,618
DOW INC 667,074 667,074
FRESENIUS MEDICAL CARE 571,525 571,525
GLOBE LIFE INC 564,010 564,010
HOOKER FURNITURE CO 390,956 390,956
HUMANA INC 795,148 795,148
JELD WEN-HOLDING INC 728,957 728,957
LEAR CORP 860,021 860,021
METLIFE INC 659,669 659,669
NEWELL BRANDS INC 330,255 330,255
NOV INC 508,015 508,015
OLIN CORP 448,499 448,499
PVH CORP 415,501 415,501
SPECTRUM BRANDS HLDGS INC 503,575 503,575
STEELCASE INC 475,762 475,762
WELLS FARGO & CO 1,113,832 1,113,832
ACCENTURE PLC 167,238 167,238
ALPHABET INC 290,374 290,374
AMAZON.COM INC 402,997 402,997
ANALOG DEVICES INC 190,982 190,982
APPLE INC 360,326 360,326
APPLIED MATERIALS INC 161,606 161,606
BANK OF AMERICA CORP 193,418 193,418
BLACKSTONE INC 111,889 111,889
BROADCOM INC 142,607 142,607
CBRE GROUP INC 128,744 128,744
CONOCOPHILLIPS 163,105 163,105
DANAHER CORP 223,551 223,551
LAUDER ESTEE COS INC 41,433 41,433
GOLDMAN SACHS GROUP 245,432 245,432
INTERCONTINENTAL EXC 268,876 268,876
IQVIA HOLDINGS INC 106,821 106,821
JOHNSON & JOHNSON 153,785 153,785
MARSH & MC LENNAN CO 214,530 214,530
MCDONALDS CORP 177,311 177,311
MEDTRONIC PLC F 112,455 112,455
MICROSOFT CORP 560,357 560,357
NORDSON CORP 123,449 123,449
NORFOLK SOUTHERN CO 184,567 184,567
ROCKWELL AUTOMATION INC 90,148 90,148
SYSCO CORP 99,908 99,908
UNITEDHEALTH GRP INC 247,251 247,251
VISA INC 242,894 242,894
WASTE MANAGEMENT 183,257 183,257
PROLOGIS INC 120,507 120,507
ADOBE INC 42,071 42,071
ADVANCED MICRO DEVICES 53,018 53,018
ALIBABA GROUP HOLDING-SP 52,419 52,419
ALLEGRO MICROSYSTEMS INC 17,672 17,672
ALPHABET INC. 116,911 116,911
AMAZON.COM INC 89,658 89,658
APPLOVIN CORP 14,398 14,398
ARISTA NETWORKS INC 68,013 68,013
ASML HOLDING NV-NY REG SHS 14,796 14,796
ASTERA LABS INC 29,818 29,818
ATLASSIAN CORP -CLASS A 33,372 33,372
BOOKING HOLDINGS INC 60,791 60,791
BROADCOM INC 73,001 73,001
CIENA CORP 12,384 12,384
CONFLUENT INC-CLASS A 29,677 29,677
CREDO TECHNOLOGY GROUP HOLD 66,390 66,390
DATADOG, INC - CLASS A 34,245 34,245
ELASTIC NV 27,840 27,840
ENTEGRIS INC 22,617 22,617
FIRST SOLAR INC 19,059 19,059
GITLAB INC 34,669 34,669
GUIDEWIRE SOFTWARE INC 33,713 33,713
HUBSPOT INC 56,589 56,589
INTUIT INC 51,265 51,265
LAM RESEARCH CORP 49,220 49,220
MANHATTAN ASSOCIATES INC 27,389 27,389
MERCADOLIBRE INC 55,004 55,004
META PLATFORMS INC-CLASS A 160,058 160,058
MICRON TECHNOLOGY INC 33,682 33,682
MICROSOFT CORP 41,448 41,448
MONGODB INC 46,238 46,238
MONOLITHIC POWER SYSTEMS INC 34,169 34,169
NETFLIX IN 116,429 116,429
NU HOLDINGS LTD/CAYMAN ISL-A 62,276 62,276
NVIDIA CORP 145,505 145,505
ON SEMICONDUCTOR 40,532 40,532
ONTO INNOVATION INC 37,286 37,286
ORACLE CORP 145,014 145,014
PALO ALTO NETWORKS INC 43,600 43,600
PROCORE TECHNOLOGIES IN 13,787 13,787
ROBINHOOD MARKETS INC 55,718 55,718
SBA COMMUNICATIONS CORP 23,865 23,865
SEA LTD 23,418 23,418
SERVICENOW INC 93,299 93,299
SHOPIFY INC - CLASS A 81,338 81,338
SNAP INC - A 19,553 19,553
SNOWFLAKE INC-CLASS A 25,375 25,375
SYNOPYSYS INC 78,582 78,582
TAIWAN SEMICONDUCTOR 106,702 106,702
TAKE TWO INTERACTIVE SOFTWARE 54,985 54,985
TERADYNE INC 27,084 27,084
TESLA INC 110,434 110,434
TRADE DESK INC/THE -CLASS A 67,318 67,318
UBER TECHNOLOGIES INC 48,994 48,994
UNIVERSAL DISPLAY CORP 29,572 29,572
VEEVA SYSTEMS INC - CLASS A 59,725 59,725
VICOR CORP 20,432 20,432
WESTERN DIGITAL CORP 40,427 40,427

TY 2023 InvestmentsGovtObligationsSch
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
US Government Securities - End of Year Book Value:

10,684,068
US Government Securities - End of Year Fair Market Value:

10,684,068
State & Local Government Securities - End of Year Book Value:


7,755,575
State & Local Government Securities - End of Year Fair Market Value:


7,755,575


TY 2023 InvestmentsOtherSchedule2
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MATTHEWS ASIA DIVIDEND FMV 1,635,093 1,635,093
WILLIAM BLAIR INTERNATIONAL FMV 5,183,200 5,183,200
NEUBERGER BERMAN EMERG M FMV 4,037,199 4,037,199
SCOGGIN OVERSEAS FUND LTD FMV 6,089,308 6,089,308
LIGHTHOUSE GLOBAL LONG/SHORT FUND FMV 10,583,417 10,583,417
HACKMAN CAPITAL REAL ESTATE FUND II FMV 383,784 383,784

TY 2023 LegalFeesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 11,373 0   0


TY 2023 OtherAssetsSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER RECEIVABLE 28,750 28,750 28,750
CONTRIBUTION RECEIVABLE 137,593 142,574 142,574
ACCRUED INTEREST RECEIVABLE 266,328 302,707 302,707


TY 2023 OtherExpensesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 10,967 4,387   4,387
PROGRAM EXPENSES 244,287 0   244,287
PARTNERSHIP EXPENSES 0 8,850   0


TY 2023 OtherIncomeSchedule2
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME   977  
CLASS ACTION INCOME 29,071 29,071 29,071


TY 2023 OtherIncreasesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Amount
GAIN/LOSS ON CONTRIBUTION RECEIVABLE 4,981
UNREALIZED CHANGE IN FAIR VALUE OF INVESTMENTS 14,648,891


TY 2023 OtherLiabilitiesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 163,605 369,483


TY 2023 OtherProfessionalFeesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY FEES 1,259,513 1,259,513   0
CONSULTANTS AND ADMINISTRATIVE SERVICES 240,306 0   201,045


TY 2023 TaxesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 324,778 0   0
FOREIGN TAX PAID 244 244   0