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 SHATZ FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)29 MONTROSE RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCARSDALE, NY10583
A Employer identification number

47-2492793
B Telephone number (see instructions)

(914) 629-6711
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$316,754J 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 168 168  
4 Dividends and interest from securities... 10,294 10,294  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,157
b Gross sales price for all assets on line 6a 3,157
7 Capital gain net income (from Part IV, line 2)... 3,157
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........ 13,619 13,619  
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
900 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
518 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,418 0   0
25 Contributions, gifts, grants paid....... 34,701 34,701
26 Total expenses and disbursements. Add lines 24 and 25 36,119 0   34,701
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,500
b Net investment income (if negative, enter -0-) 13,619
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............. 58,497 37,646 37,646
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).......      
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).......... 233,837 Click to see attachment
List of Attached Documents:
// Content
233,836 		279,108
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 292,334 271,482 316,754
Liabilities 17 Accounts payable and accrued expenses.......... 5,718 7,366
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)......... 5,718 7,366
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 286,616 264,116
29 Total net assets or fund balances (see instructions)..... 286,616 264,116
30 Total liabilities and net assets/fund balances (see instructions). 292,334 271,482
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
286,616
2
Enter amount from Part I, line 27a .....................
2
-22,500
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
264,116
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
264,116
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 CAPITAL GAINS DIVIDENDS 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 3,157     3,157
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       3,157
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 3,157
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) 1 189
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........................... 3 189
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- ..... 5 189
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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 9 189
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 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
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSPECTOR FOO WEISSMAN LLP Telephone no.right arrow (516) 437-3800

Located atright arrow1979 MARCUS AVENUE SUITE E-146LAKE SUCCESSNY ZIP+4right arrow11042
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
DAVID SHATZ TREASURER DIRECTOR
0.00 		0 0 0
29 MONTROSE ROAD
SCARSDALE,NY10583
KAREN SHATZ SECRETARY DIRECTOR
0.00 		0 0 0
29 MONTROSE ROAD
SCARSDALE,NY10583
DANIEL SHATZ PRESIDENT TREASURER
0.00 		0 0 0
29 MONTROSE ROAD
SCARSDALE,NY10583
ILANA SHATZ VP DIRECTOR
0.00 		0 0 0
29 MONTROSE ROAD
SCARSDALE,NY10583
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
278,644
b
Average of monthly cash balances.......................
1b
48,441
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
327,085
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
327,085
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,906
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
322,179
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
16,109
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
16,109
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
189
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
189
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
15,920
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
15,920
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
15,920
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
34,701
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
34,701
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 15,920
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...... 18,454
b From 2020...... 13,907
c From 2021...... 25,915
d From 2022...... 19,530
e From 2023...... 30,508
f Total of lines 3a through e ........ 108,314
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 34,701
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)........ 		0
d Applied to 2024 distributable amount..... 15,920
e Remaining amount distributed out of corpus 18,781
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 5 127,095
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) ... 		18,454
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		108,641
10 Analysis of line 9:
a Excess from 2020.... 13,907
b Excess from 2021.... 25,915
c Excess from 2022.... 19,530
d Excess from 2023.... 30,508
e Excess from 2024.... 18,781
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

JGIVE-FRIENDS OF ASOR FUND

9 SPRINGBROOK DR
LAKEWOOD,NJ08527 		NONE PUBLIC EXEMPT PURPOSE 250

JDC

220 EAST 42ND ST SUITE 400
NEW YORK,NY10017 		NONE PUBLIC EXEMPT PURPOSE 150

HONESTREPORTINGCOM

165 EAST 56TH STREET
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 412

ST JOSEPH INDIAN SCHOOL

1301 NORTH MAIN ST
CHAMBERLAIN,SD57325 		NONE PUBLIC EXEMPT PURPOSE 20

CITIZEN BEHIND THE BADGE

1360 BEVERLY ROAD SUITE 305
MCLEAN,VA22101 		NONE PUBLIC EXEMPT PURPOSE 20

LONG BEACH TOWNSHIP PBA

PO BOX 2315
LONG BEACH TOWNSHIP,NJ08008 		NONE PUBLIC EXEMPT PURPOSE 100

MOVE EM OUT

13515 LONG BEACH BLVD
LONG BEACH,NJ08008 		NONE PUBLIC EXEMPT PURPOSE 250

MEIRPANIM

5316 NEW UTRECHT AVE
BROOKLYN,NY11219 		NONE PUBLIC EXEMPT PURPOSE 150

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SOUTH WEST
WASHINGTON,DC20024 		NONE PUBLIC EXEMPT PURPOSE 100

MESSIANIC JEWISH ALLIANCE

388 REED RD
BROOMALL,PA19008 		NONE PUBLIC EXEMPT PURPOSE 66

MUSEUM OF JEWISH HERITAGE

36 BATTERY PL FL 4
NEW YORK,NY10280 		NONE PUBLIC EXEMPT PURPOSE 360

ZAKA ISRAEL

39 BRYANT DR
JACKSON,NJ08527 		NONE PUBLIC EXEMPT PURPOSE 165

DIAN FOSSEY GORILLA FUND INTERNATIONAL

800 CHEROKEE AVENUE SE
ATLANTA,GA30115 		NONE PUBLIC EXEMPT PURPOSE 155

SAVE THE CHIMPS

16891 CAROLE NOON LN
FORT PIERCE,FL34945 		NONE PUBLIC EXEMPT PURPOSE 50

POSH PETS RESCUE

770 PARK PLACE
LONG BEACH,NY11561 		NONE PUBLIC EXEMPT PURPOSE 350

MIGHTYCAUSE FOUNDATION

4428 LAFAYETTE ST
NEWARK,NJ07114 		NONE PUBLIC EXEMPT PURPOSE 100

JEWISH COMMUNITY CENTER OF LBI

2411 LONG BEACH BLVD
SOUTH SALEM,NY10590 		NONE PUBLIC EXEMPT PURPOSE 150

DELTA RESCUE

6021 SHANNON VLY RD
ACTON,CA93510 		NONE PUBLIC EXEMPT PURPOSE 50

AMERICAN ANTI-VIVISECTION SOCIETY

801 OLD YORK RD STE 204
JENKINTOWN,PA19046 		NONE PUBLIC EXEMPT PURPOSE 50

WOLF CONSERVATION CENTER

7 BUCK RUN
SOUTH SALEM,NY10590 		NONE PUBLIC EXEMPT PURPOSE 40

WILDERNESS SOCIETY

1801 PENNSYLVANIA AVE NORTH WEST
STE 200
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 75

THE NATIONAL HUMANE

3731 BERRYVILLE PIKE
CHARLES TOWN,WV25414 		NONE PUBLIC EXEMPT PURPOSE 50

UNITED ANIMAL NATIONS

1419 21ST ST
SACRAMENTO,CA95811 		NONE PUBLIC EXEMPT PURPOSE 25

IN DEFENSE OF ANIMALS

3010 KERNER BLVD
SAN RAFAEL,CA94901 		NONE PUBLIC EXEMPT PURPOSE 50

GIVE LIVELY

888 SEVENTH AVE FLOOR 40
NEW YORK,NY10106 		NONE PUBLIC EXEMPT PURPOSE 50

CHIMP HAVEN

13600 CHIMPANZEE PLACE
KEITHVILLE,LA71047 		NONE PUBLIC EXEMPT PURPOSE 50

WESTCHESTER JEWISH CONFERENCE

925 WESTCHESTER AVE STE 200
WEST HARRISON,NY10604 		NONE PUBLIC EXEMPT PURPOSE 850

BLOOMERANG

9120 OTIS AVE
INDIANAPOLIS,IN46216 		NONE PUBLIC EXEMPT PURPOSE 200

FOUNDATION AT NEW JERSEY INSTITUTE

323 MLK JR BLVD RM 579
NEWARK,NJ07102 		NONE PUBLIC EXEMPT PURPOSE 500

PETA

501 FRONT ST
NORFOLK,VA23510 		NONE PUBLIC EXEMPT PURPOSE 100

ISRAELGUIDEDOGCENTER

968 EASTON RD SUITE H
WARRINGTON,PA18976 		NONE PUBLIC EXEMPT PURPOSE 36

WORLD SOCIETY FOR THE PROTECTION OF ANIMALS

450 SEVENTH AVE 31ST FLOOR
NEW YORK,NY10123 		NONE PUBLIC EXEMPT PURPOSE 75

MEANINGFUL LIFE CNTER

706 EASTERN PKWY STE 303
BROOKLYN,NY11213 		NONE PUBLIC EXEMPT PURPOSE 300

DVNF

4601 FORBES BLVD STE 130
LANHAM,MD20706 		NONE PUBLIC EXEMPT PURPOSE 20

ISRAEL CANCER CENTERS

990 CEDERBRIDGE AVE B736
BRICK,NJ08723 		NONE PUBLIC EXEMPT PURPOSE 54

FEED ISRAEL

5229 NEW UTRECHT AVE SUITE 400
BROOKLYN,NY11219 		NONE PUBLIC EXEMPT PURPOSE 54

JDC

220 EAST 42ND ST SUITE 400
NEW YORK,NY10017 		NONE PUBLIC EXEMPT PURPOSE 225

NATURE ISRAEL

15 EAST 40TH ST RM 904
NEW YORK,NY10016 		NONE PUBLIC EXEMPT PURPOSE 54

DOCTORS WITHOUT BORDERS

333 7TH AVE FL 2
NEW YORK,NY10001 		NONE PUBLIC EXEMPT PURPOSE 100

9-11 MEMORIAL MUSEUM

180 GREENWICH STREET
NEW YORK,NY10007 		NONE PUBLIC EXEMPT PURPOSE 125

AARP FOUNDATION

3200 CARSON ST
LAKEWOOD,CA90712 		NONE PUBLIC EXEMPT PURPOSE 140

ACTBLUE CHARITIES

366 SUMMER ST
SOMERVILLE,MA02144 		NONE PUBLIC EXEMPT PURPOSE 150

AFMDA-SHEADS

20 WEST 36TH ST SUITE 1100
NEW YORK,NY10018 		NONE PUBLIC EXEMPT PURPOSE 680

ALGEMEINER

788 EASTERN PARKWAY SUITE 303
BROOKLYN,NY11213 		NONE PUBLIC EXEMPT PURPOSE 300

ALLEY CAT RESCUE ALLIANCE

PO BOX 585
MOUNT RAINIER,MD20712 		NONE PUBLIC EXEMPT PURPOSE 300

AMERICAN COMMITTEE FOR SHAARE ZADEK

55 WEST 39TH ST FL 4
NEW YORK,NY10018 		NONE PUBLIC EXEMPT PURPOSE 72

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE

633 THIRD AVENUE 20TH FL
NEW YORK,NY10017 		NONE PUBLIC EXEMPT PURPOSE 250

AMERICAN HEART ASSOCIATION

50 SOUTH MAIN ST
AKRON,OH44308 		NONE PUBLIC EXEMPT PURPOSE 15

AMERICAN HEART ASSOCIATION

50 SOUTH MAIN ST
AKRON,OH44308 		NONE PUBLIC EXEMPT PURPOSE 45

AMERICAN HUMAN ASSOCIATION

1400 16TH STREET NW SUITE 360
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 105

AMERICAN JEWISH COMMITTE

165 EAST 56TH STREET
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 430

AMERICAN RIVERS

1101 14TH STREET NWSUITE 1400
WASHINGTON,DC20005 		NONE PUBLIC EXEMPT PURPOSE 75

AMERICANS FOR BEN-GURION UNIVERSITY

1001 6TH AVE 19TH FLOOR
NEW YORK,NY10018 		NONE PUBLIC EXEMPT PURPOSE 180

ANIMAL HAVEN

200 CENTER STREET
NEW YORK,NY10015 		NONE PUBLIC EXEMPT PURPOSE 53

ANIMAL LEGAL DEFENSE

525 EAST COTATI AVENUE
COTATI,CA94931 		NONE PUBLIC EXEMPT PURPOSE 100

AMERICAN FRIENDS OF TEL AVIV UNIVERSITY

8 WEST 40TH ST FL 8
NEW YORK,NY10018 		NONE PUBLIC EXEMPT PURPOSE 180

ASPCA

PO BOX 96929
WASHINGTON,DC20090 		NONE PUBLIC EXEMPT PURPOSE 500

ASSOCIATED HUMANE SOCIETIES

124 EVERGREEN AVE
NEWARK,NJ07114 		NONE PUBLIC EXEMPT PURPOSE 50

BEACH HAVEN FIRST AID

PO BOX 1291
BEACH HAVEN,NJ08008 		NONE PUBLIC EXEMPT PURPOSE 250

BELEV ECHAD

1766 2ND AVE
NEW YORK,NY10128 		NONE PUBLIC EXEMPT PURPOSE 252

BEST FRIENDS OF ANIMALS SANCTUARY

5001 ANGEL CANYON RD
KANAB,UT84741 		NONE PUBLIC EXEMPT PURPOSE 158

BIDEAWEE

410 EAST 38TH STREET
NEW YORK,NY10016 		NONE PUBLIC EXEMPT PURPOSE 50

BNAI BRITH INTERNATIONAL

1120 20TH STREET NW 300N
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 360

BORN FREE USA

8737 COLESVILLE RD SUITE 715
SILVER SPRING,MD20910 		NONE PUBLIC EXEMPT PURPOSE 75

BOYS TOWN OF JERUSALEM

1 PENN PLAZA SUITE 6250
NEW YORK,NY10119 		NONE PUBLIC EXEMPT PURPOSE 360

CAT ASSISTANCE

PO BOX 539
ARDSLEY,NY10502 		NONE PUBLIC EXEMPT PURPOSE 150

CENTRAL FUND OF ISRAEL

461 CENTRAL AVENUE
CEDARHURST,NY11516 		NONE PUBLIC EXEMPT PURPOSE 1,000

CHOSEN PEOPLE MINISTRIES

241 EAST 51ST ST
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 50

CONSUMER REPORTS

101 TRUMAN AVENUE
YONKERS,NY10703 		NONE PUBLIC EXEMPT PURPOSE 286

DAVID HOROWITZ FREEDOM CENTER

4128 PEPSI PLACE
CHANTILLY,VA20151 		NONE PUBLIC EXEMPT PURPOSE 250

DOROT

171 WEST 85TH ST
NEW YORK,NY10024 		NONE PUBLIC EXEMPT PURPOSE 100

EARTH JUSTICE

50 CALIFORNIA STREET STE 500
SAN FRANCISCO,CA94111 		NONE PUBLIC EXEMPT PURPOSE 100

EMETONLINE

1146 19TH ST NW FIFTH FLOOR
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 250

FARM SANCTARY

3100 AIKENS RD
WATKINS GLEN,NY14891 		NONE PUBLIC EXEMPT PURPOSE 60

FIRST RESPONDER

3723 BIRCH ST SUITE 10
NEWPORT BEACH,CA92660 		NONE PUBLIC EXEMPT PURPOSE 100

FRIENDS OF IDF ORG

60 EAST 42ND STREET
NEW YORK,NY10165 		NONE PUBLIC EXEMPT PURPOSE 500

FRIENDS OF ISRAEL DISABLED VETERANS

1133 BROADWAY STE 232
NEW YORK,NY10010 		NONE PUBLIC EXEMPT PURPOSE 360

FRIENDS OF YAD SARAH

445 PARK AVE STE 1702
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 198

GATESTONE INSTITUTE

14 EAST 60TH STREET SUITE 705
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 250

HADASSAH THE WOMEN'S ZIONIST ORGANIZATION

300 PLEASANT VALLEY WAY
WEST ORANGE,NJ07052 		NONE PUBLIC EXEMPT PURPOSE 360

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NORTH EAST
BSMT
WASHINGTON,DC20002 		NONE PUBLIC EXEMPT PURPOSE 100

HILLSDALE COLLEGE

33 EAST COLLEGE ST
HILLSDALE,MI49242 		NONE PUBLIC EXEMPT PURPOSE 120

HSLF DM

1255 23RD STREET NW SUITE 455
WASHINGTON,DC20037 		NONE PUBLIC EXEMPT PURPOSE 200

HUMANE SOCIETY INTERNATIONAL

700 PROFESSIONAL DR
GAITHERSBURG,MD20879 		NONE PUBLIC EXEMPT PURPOSE 50

INTERNAL PRIMATE PROTEC

120 PRIMATE LN
SUMMERVILLE,SC29483 		NONE PUBLIC EXEMPT PURPOSE 100

JBS JEWISHBROADCASTINGS

165 WEST 46TH ST SUITE 402
NEW YORK,NY10036 		NONE PUBLIC EXEMPT PURPOSE 633

JCC OF LBI NJ

2411 LONG BEACH BLVD
SPRAY BEACH,NJ08008 		NONE PUBLIC EXEMPT PURPOSE 3,359

JER PRAYER TEAM INTL

1501 HALL JOHNSON 2001
COLLEYVILLE,TX76034 		NONE PUBLIC EXEMPT PURPOSE 100

JEWISH FEDERATION OF OCEAN COUNTY

1235A RT 70
LAKEWOOD,NJ08701 		NONE PUBLIC EXEMPT PURPOSE 100

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK,NY10021 		NONE PUBLIC EXEMPT PURPOSE 2,660

JEWISH VOICE

10850 NORTH 24TH AVE
PHOENIX,AZ85029 		NONE PUBLIC EXEMPT PURPOSE 200

LEAGUE CONSERVATION VOTERS

740 15TH ST NORTH WEST ST 700
WASHINGTON,DC20005 		NONE PUBLIC EXEMPT PURPOSE 50

MEDIA RESEARCH CENTER

1900 CAMPUS CMNS DR
RESTON,VA20191 		NONE PUBLIC EXEMPT PURPOSE 50

MERCY FOR ANIMALS

8033 SUNSET BLVD SUITE 845
LOS ANGELES,CA90046 		NONE PUBLIC EXEMPT PURPOSE 100

MOTHERS AGAINST DRUNK DRIVING

511 EAST JOHN CARPENTER FWY STE 700
IRVING,TX75062 		NONE PUBLIC EXEMPT PURPOSE 50

NATGEO SOCIETY

1145 17TH STREET NW
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 50

NATIONAL AUDUBON SOCIETY

225 VARICK STREET 7TH FLOOR
NEW YORK,NY10014 		NONE PUBLIC EXEMPT PURPOSE 150

NATIONAL LAW ENFORCEMENT

444 EAST ST NORTH WEST
WASHINGTON,DC20001 		NONE PUBLIC EXEMPT PURPOSE 100

NATIONAL PARK FOUNDATION

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		NONE PUBLIC EXEMPT PURPOSE 50

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011 		NONE PUBLIC EXEMPT PURPOSE 100

NETWORK FOR ANIMALS

4957 CROSS POINTE DRIVE
OLDSMAR,FL34677 		NONE PUBLIC EXEMPT PURPOSE 50

NETWORK FOR GOOD

1140 CONNECTICUT AVE NW STE 700
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 50

NEW YORK LEAGUE OF CONSERVATION

30 BROAD ST 30TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC EXEMPT PURPOSE 50

ORT AMERICA INC

75 MAIDEN LN 10TH FLOOR
NEW YORK,NY10038 		NONE PUBLIC EXEMPT PURPOSE 350

PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE

5100 WISCONSIN AVE NORTH WEST STE
400
WASHINGTON,DC20016 		NONE PUBLIC EXEMPT PURPOSE 100

PRIMARILYPRIMATESINC

26099 DULL KNIFE TRL
SAN ANTONIO,TX78255 		NONE PUBLIC EXEMPT PURPOSE 100

RAIN FOREST ALLIANCE

PO BOX 841
WARRENTON,VA20188 		NONE PUBLIC EXEMPT PURPOSE 100

RIVERKEEPER

20 SECOR RD
OSSINING,NY10562 		NONE PUBLIC EXEMPT PURPOSE 50

SIERRA CLUB

2101 WEBSTER ST SUITE 1300
OAKLAND,CA94612 		NONE PUBLIC EXEMPT PURPOSE 120

SIMON WIESETHAL CENTER

1399 ROXBURY DR STE100
LOS ANGELES,CA90035 		NONE PUBLIC EXEMPT PURPOSE 200

SPCA INTERNATIONAL

242 WEST 30TH STREET
NEW YORK,NY10001 		NONE PUBLIC EXEMPT PURPOSE 50

SPCA OF WESTCHESTER

590 NORTH STATE ROAD
BRIARCLIFF MANOR,NY10510 		NONE PUBLIC EXEMPT PURPOSE 100

STAND WITH US

PO BOX 341069
LOS ANGELES,CA90034 		NONE PUBLIC EXEMPT PURPOSE 3,223

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD STE 3
STATEN ISLAND,NY10308 		NONE PUBLIC EXEMPT PURPOSE 55

STEVE'S CAMP

245 8TH AVENUE 394
NEW YORK,NY10011 		NONE PUBLIC EXEMPT PURPOSE 1,950

SURFLIGHT THEATRE

201 ENGLESIDE AVE
BEACH HAVEN,NJ08008 		NONE PUBLIC EXEMPT PURPOSE 500

SUSAN G KOMEN

13770 NOEL ROAD STE 801889
DALLAS,TX75380 		NONE PUBLIC EXEMPT PURPOSE 50

SVAC

PO BOX 92
SCARSDALE,NY10583 		NONE PUBLIC EXEMPT PURPOSE 250

TEMPLE BETH EL NURSERY SCHOOL

67 US HWY 206
HILLSBOROUGH,NJ08844 		NONE PUBLIC EXEMPT PURPOSE 512

THE BIRTHRIGHT ISRAEL

PO BOX 21615
NEW YORK,NY10087 		NONE PUBLIC EXEMPT PURPOSE 450

THE JEWISH MUSEUM

1109 5TH AVE
NEW YORK,NY10128 		NONE PUBLIC EXEMPT PURPOSE 145

THE MARINE MAMMAL CENTER

2000 BUNKER ROAD
SAUSALITO,CA94965 		NONE PUBLIC EXEMPT PURPOSE 75

THE NATURE CONSVNCY

4245 FAIRFAX DR STE 100
ARLINGTON,VA22203 		NONE PUBLIC EXEMPT PURPOSE 100

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		NONE PUBLIC EXEMPT PURPOSE 50

UJA FEDERATION

130 E 59TH ST
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 810

UNION CNCRND SCIENTISTS

TWO BRATTLE SQUARE 6TH FLOOR
CAMBRIDGE,MA02138 		NONE PUBLIC EXEMPT PURPOSE 50

UNITED STATES DEPUTY SHERIFFLS ASSOCIATION

2909 S SPRUCE ST
WICHITA,KS67216 		NONE PUBLIC EXEMPT PURPOSE 35

USDSA CONVENTIONAL

2233 SOUTH WEST ST CT
WICHITA,KS67212 		NONE PUBLIC EXEMPT PURPOSE 50

WATERKEEPER ALLIANCE

180 MAIDEN LANE SUITE 603
NEW YORK,NY10038 		NONE PUBLIC EXEMPT PURPOSE 75

WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY

101 SOUTH INDEPENDENCE HALL
PHILADELPHIA,PA19106 		NONE PUBLIC EXEMPT PURPOSE 96

WHITE PLAINS HOSPITAL CENTER

41 EAST POST RD
WHITE PLANES,NY10601 		NONE PUBLIC EXEMPT PURPOSE 100

WORLD JEWISH CONGRESS

PO BOX 70343
PHILADELPHIA,PA19176 		NONE PUBLIC EXEMPT PURPOSE 1,358
Total .................................right arrow 3a 34,701
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 ........... 		    14 168  
4 Dividends and interest from securities ....     14 10,294  
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 ............ 		    14 3,157  
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 13,619 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
13,619
(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.)
4 DIVIDEND INCOME IS EARNED ON INVESTMENTS TO BE USED FOR CHAR. PURPOSES
8 CAPITAL GAIN IS EARNED ON INVESTMENTS TO BE USED FOR CHAR. PURPOSES
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE SHATZ FAMILY FOUNDATION INC
EIN:
47-2492793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 900 0   0

TY 2024 InvestmentsOtherSchedule2
Name:
THE SHATZ FAMILY FOUNDATION INC
EIN:
47-2492793
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
JP MORGAN SECURITIES AT COST 233,836 279,108

TY 2024 OtherExpensesSchedule
Name:
THE SHATZ FAMILY FOUNDATION INC
EIN:
47-2492793
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 243 0   0
MISCELLANEOUS 125 0   0
MEMBERSHIP FEES 150 0   0