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
WOLFENSOHN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)287 PARK AVENUE SOUTH 424
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100107002
A Employer identification number

13-3781581
B Telephone number (see instructions)

(917) 696-6093
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$49,360,061
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 293,916 293,916  
4 Dividends and interest from securities... 1,054,772 1,055,329  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -96,342
b Gross sales price for all assets on line 6a 7,702,016
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,252,346 1,349,245  
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)......... 594 0   348
b Accounting fees (attach schedule)....... 9,635 0   9,635
c Other professional fees (attach schedule).... 352,382 272,598   70,186
17 Interest............... 339 865   0
18 Taxes (attach schedule) (see instructions)... 57,910 2,910   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 25,582 31,278   12,463
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 446,442 307,651   92,632
25 Contributions, gifts, grants paid....... 2,409,850 2,409,850
26 Total expenses and disbursements. Add lines 24 and 25 2,856,292 307,651   2,502,482
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,603,946
b Net investment income (if negative, enter -0-) 1,041,594
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.............   21,835 21,835
2 Savings and temporary cash investments......... 10,626,294 2,882,053 2,882,053
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) 2,890,202 Click to see attachment
List of Attached Documents:
// Content
3,109,690
3,109,690
b Investments—corporate stock (attach schedule)....... 7,192,544 Click to see attachment
List of Attached Documents:
// Content
9,719,257
9,719,257
c Investments—corporate bonds (attach schedule)....... 3,464,289 Click to see attachment
List of Attached Documents:
// Content
5,543,548
5,543,548
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).......... 21,987,478 Click to see attachment
List of Attached Documents:
// Content
27,459,828
27,459,828
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
1,163,292
Click to see attachment
List of Attached Documents:
// Content
623,850
Click to see attachment
List of Attached Documents:
// Content
623,850
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 47,324,099 49,360,061 49,360,061
Liabilities 17 Accounts payable and accrued expenses.......... 17,185 14,736
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)......... 17,185 14,736
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 47,306,914 49,345,325
29 Total net assets or fund balances (see instructions)..... 47,306,914 49,345,325
30 Total liabilities and net assets/fund balances (see instructions). 47,324,099 49,360,061
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
47,306,914
2
Enter amount from Part I, line 27a .....................
2
-1,603,946
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,642,357
4
Add lines 1, 2, and 3 ..........................
4
49,345,325
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
49,345,325
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 SALE OF PUBLICLY TRADED SECURITIES      
b SALE OF ARTWORK P    
c GREYCROFT PARTNERS VII, LP P    
d GREYCROFT PARTNERS VII, LP P    
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 7,164,516   7,032,648 131,868
b 537,500   765,710 -228,210
c       -225
d       -12,223
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       131,868
b       -228,210
c       -225
d       -12,223
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 -108,790
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 14,478
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 14,478
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 14,478
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 60,378
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 100,378
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 85,900
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow85,900 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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 arrowMARC BRITTON CO WOLFENSOHN COMPANY Telephone no.right arrow (917) 696-6093

Located atright arrow287 PARK AVENUE SOUTH SUITE 424NEW YORKNY ZIP+4right arrow100107002
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
SARA R WOLFENSOHN TRUSTEE/DIRECTOR
1.00
0 0 0
287 PARK AVENUE SOUTH SUITE 424
NEW YORK,NY10010
NAOMI R WOLFENSOHN TRUSTEE
1.00
0 0 0
287 PARK AVENUE SOUTH SUITE 424
NEW YORK,NY10010
ADAM R WOLFENSOHN TRUSTEE
1.00
0 0 0
287 PARK AVENUE SOUTH SUITE 424
NEW YORK,NY10010
MARC BRITTON CFO
5.00
0 0 0
287 PARK AVENUE SOUTH SUITE 424
NEW YORK,NY10010
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
FIDELITY BROKERAGE SERVICES INVESTMENT MANAGEMENT 176,624
245 SUMMER STREET
BOSTON,MA02210
JACKSON HOLE MANAGEMENT CO ADMINISTRATIVE AND MANAGEMENT SERVICES 132,974
287 PARK AVENUE SOUTH SUITE 424
NEW YORK,NY10010
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
44,481,206
b
Average of monthly cash balances.......................
1b
3,788,058
c
Fair market value of all other assets (see instructions)................
1c
1,090,182
d
Total (add lines 1a, b, and c).........................
1d
49,359,446
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
49,359,446
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
740,392
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
48,619,054
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,430,953
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
2,430,953
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,478
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,478
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,416,475
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,416,475
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
2,416,475
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
2,502,482
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
2,502,482
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 2,416,475
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 542,011
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,502,482
a Applied to 2023, but not more than line 2a 542,011
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..... 1,960,471
e Remaining amount distributed out of corpus 0
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 0
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 ..........
456,004
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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

AFIPO

122 EAST 42ND STREET SUITE 4507
NEW YORK,NY10168
N/A PC GENERAL PURPOSES 100,000

AGAINST MALARIA FOUNDATION

310 W 20TH ST STE 300
KANSAS CITY,MO64108
N/A PC GENERAL PURPOSES 8,000

ALEPH SOCIETY

25 W 45TH ST
NEW YORK,NY10036
N/A PC GENERAL PURPOSES 1,800

AMERICAN FRIENDS OF BEIT HATFUTSOT

633 THIRD AVE 21ST FL
NEW YORK,NY10017
N/A PC GENERAL PURPOSES 5,000

AMERICAN FRIENDS OF THE OPEN UNIVERSITY ISRAEL

120 EAST 56TH STREET SUITE 1110
NEW YORK,NY10023
N/A PC GENERAL PURPOSES 22,000

AMERICAN FRIENDS OF THE OPEN UNIVERSITY ISRAEL

120 EAST 56TH STREET SUITE 1110
NEW YORK,NY10023
N/A PC GENERAL PURPOSES 10,000

AMERICAN JEWISH COMMITTEE

654 MADISON AVE FL 9
NEW YORK,NY10065
N/A PC GENERAL PURPOSES 25,000

ANTHOS HOME INC

90 BROAD ST SUITE 1703A
NEW YORK,NY10004
N/A PC GENERAL PURPOSES 50,000

ASHOKAN CENTER

477 BEAVERKILL ROAD
OLIVEBRIDGE,NY12461
N/A PC GENERAL PURPOSES 2,500

BANG ON A CAN

80 HANSON PL 301
BROOKLYN,NY11217
N/A PC GENERAL PURPOSES 32,500

BOSTON NCSY - ORTHODOX UNION

40 RECTOR ST 4TH FLOOR
NEW YORK,NY10006
N/A PC GENERAL PURPOSES 500

BRANDEIS HILLEL

415 SOUTH ST
WALTHAM,MA04253
N/A PC GENERAL PURPOSES 6,500

BRANDEIS UNIVERSITY

415 SOUTH ST
WALTHAM,MA04253
N/A PC GENERAL PURPOSES 11,500

BREAKING GROUND

505 8TH AVE 5TH FLOOR
NEW YORK,NY10018
N/A PC GENERAL PURPOSES 25,000

BREAKTHROUGH T1D FORMERLY JDRF

PO BOX 5042
HAGERSTOWN,MD21741
N/A PC GENERAL PURPOSES 13,000

BROOKLYN ACADEMY OF MUSIC

30 LAFAYETTE AVE
BROOKLYN,NY11217
N/A PC GENERAL PURPOSES 50,000

BROOKLYN ACADEMY OF MUSIC

30 LAFAYETTE AVE
BROOKLYN,NY11217
N/A PC GENERAL PURPOSES 50,000

BROOKLYN CHILDREN'S THEATRE INC

540 PRESIDENT STREET 1D
BROOKLYN,NY11215
N/A PC GENERAL PURPOSES 1,000

CAF AMERICA - ANIMALS ASIA FOUNDATION FUND

PO BOX 758640
TOPEKA,KS666759989
N/A PC GENERAL PURPOSES 5,000

CAMP YAVNEH

18 LUCAS POND RD
NORTHWOOD,NH03261
N/A PC GENERAL PURPOSES 1,800

CARNEGIE HALL

881 SEVENTH AVE
NEW YORK,NY10019
N/A PC GENERAL PURPOSES 75,000

CENTER FOR HUMANE TECHNOLOGY

77 VAN NESS AVE 101-1601
SAN FRANCISCO,CA94102
N/A PC GENERAL PURPOSES 15,000

CENTER FOR JEWISH LIFE AT PRINCETON

70 WASHINGTON ROAD
PRINCETON,NJ08540
N/A PC GENERAL PURPOSES 5,000

CENTER FOR JEWISH LIFE AT PRINCETON

70 WASHINGTON ROAD
PRINCETON,NJ08540
N/A PC GENERAL PURPOSES 10,000

CHABAD AT HARVARD

38 BANKS STREET
CAMBRIDGE,MA02138
N/A PC GENERAL PURPOSES 15,000

CHABAD AT MIT

38 PEARL STREET
CAMBRIDGE,MA02139
N/A PC GENERAL PURPOSES 3,600

CHABAD OF LONG ISLAND CITY

10-29 48TH AVE
LONG ISLAND CITY,NY11101
N/A PC GENERAL PURPOSES 3,600

CHABAD OF LONG ISLAND CITY

10-29 48TH AVE
LONG ISLAND CITY,NY11101
N/A PC GENERAL PURPOSES 12,000

CLIMATE MUSEUM

105 WOOSTER ST
NEW YORK,NY10012
N/A PC GENERAL PURPOSES 25,000

COLEL CHABAD

806 EASTERN PARKWAY
BROOKLYN,NY11213
N/A PC GENERAL PURPOSES 18,000

COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC

126 HIGH STREET
BOSTON,MA02110
N/A PC GENERAL PURPOSES 2,400

COMMUNITY FOUNDATION OF JACKSON HOLE

245 E SIMPSON STREET
JACKSON,WY83001
N/A PC GENERAL PURPOSES 36,000

CONGREGATION AHAVAS ISRAEL

108 NOBLE STREET
BROOKLYN,NY11222
N/A PC GENERAL PURPOSES 18,000

CONGREGATION AHAVAS ISRAEL

108 NOBLE STREET
BROOKLYN,NY11222
N/A PC GENERAL PURPOSES 40,000

CONGREGATION AHAVAS ISRAEL

108 NOBLE STREET
BROOKLYN,NY11222
N/A PC GENERAL PURPOSES 1,760

CONGREGATION BAITH ISRAEL ANSHEI EMES

236 KANE STREET BROOKLYN NY 11231
BROOKLYN,NY11231
N/A PC GENERAL PURPOSES 25,000

CONGREGATION BAITH ISRAEL ANSHEI EMES AKA KANE STREET SYNAGOGUE

236 KANE STREET
BROOKLYN,NY11231
N/A PC GENERAL PURPOSES 3,600

FOOD FOR EDUCATION INC

2585 BROADWAY SUITE 108
NEW YORK,NY10025
N/A PC GENERAL PURPOSES 2,000

FORT GREENE PARK CONSERVANCY

85 SOUTH OXFORD ST
BROOKLYN,NY11217
N/A PC GENERAL PURPOSES 2,500

FRACTURED ATLAS

228 PARK AVE SOUTH 56651
NEW YORK,NY10003
N/A PC GENERAL PURPOSES 500

GANN ACADEMY

333 FOREST STREET
WALTHAM,MA02452
N/A PC GENERAL PURPOSES 18,000

GRACE CHURCH SCHOOL

86 4TH AVE
NEW YORK,NY10003
N/A PC GENERAL PURPOSES 15,000

GRAND TETON MUSIC FESTIVAL

PO BOX 9117
JACKSON HOLE,WY83002
N/A PC GENERAL PURPOSES 45,000

HANNAH SENESH COMMUNITY DAY SCHOOL

342 SMITH STREET
BROOKLYN,NY11231
N/A PC GENERAL PURPOSES 12,000

HARMONY LABS

1460 BROADWAY
NEW YORK,NY10036
N/A PC GENERAL PURPOSES 50,000

HARVARD HILLEL

52 MOUNT AUBURN ST
CAMBRIDGE,MA02138
N/A PC GENERAL PURPOSES 1,000

HELEN KELLER INTL

ONE DAG HAMMARSKJOLD PLAZA FL 2
NEW YORK,NY10017
N/A PC GENERAL PURPOSES 2,000

HOSPITAL FOR SPECIAL SURGERY

535 EAST 70TH STREET
NEW YORK,NY10021
N/A PC GENERAL PURPOSES 1,000

INSTITUTE FOR ADVANCED STUDY

1 EINSTEIN DRIVE
PRINCETON,NJ08540
N/A PC GENERAL PURPOSES 100,000

JEWISH COMMUNITY COUNCIL OF GREATER CONEY ISLANDPAID THROUGH UJA

130 EAST 59TH STREET
NEW YORK,NY10022
N/A PC GENERAL PURPOSES 100,000

JEWISH FAMILY & CHILDREN'S SERVICES

1430 MAIN STREET
WALTHAM,MA02451
N/A PC GENERAL PURPOSES 85,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001
N/A PC GENERAL PURPOSES 1,200

JEWISH RECORDS INDEXING - POLAND

143 WESTWOOD CIRCLE
ROSLYN HEIGHTS,NY11577
N/A PC GENERAL PURPOSES 1,000

JFS CENTRAL NEW JERSEY

655 WESTFIELD AVE
ELIZABETH,NJ07208
N/A PC GENERAL PURPOSES 25,000

KAVOD

1779 KIRBY PARKWAY SUITE 1-362
MEMPHIS,TN38138
N/A PC GENERAL PURPOSES 104,000

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573
N/A PC GENERAL PURPOSES 1,000

MENACHEM EDUCATION FOUNDATION

411 KINGSTON AVENUE SUITE 300
BROOKLYN,NY11225
N/A PC GENERAL PURPOSES 5,000

MERIDIAN INSTITUTE

PO BOX 1829
DILLON,CO70534
N/A PC GENERAL PURPOSES 5,000

MET COUNCIL

ONE STATE STREET PLAZA 24TH FLOOR
NEW YORK,NY10004
N/A PC GENERAL PURPOSES 100,000

MIT HILLEL

40 MASSACHUSETTS AVE BLDG W11
CAMBRIDGE,MA02139
N/A PC GENERAL PURPOSES 1,800

MOHONK PRESERVE

PO BOX 715
NEW PALTZ,NY12561
N/A PC GENERAL PURPOSES 5,000

MUSEUM OF JEWISH HERITAGE

36 BATTERY PLACE
NEW YORK,NY10280
N/A PC GENERAL PURPOSES 2,500

NATIONAL PHILANTHROPIC TRUST

165 TOWNSHIP LINE ROAD SUITE 1200
JENKINTOWN,PA19046
N/A PC GENERAL PURPOSES 10,000

NETZACH EDUCATIONAL NETWORKPAID THROUGH UJA

5014 16TH AVE SUITE 164
BROOKLYN,NY11204
N/A PC GENERAL PURPOSES 20,000

NEW YORK INTERNATIONAL CHILDREN'S FILM FESTIVAL

225 BROADWAY 2730
NEW YORK,NY10007
N/A PC GENERAL PURPOSES 1,000

NEW YORK JUNIOR TENNIS & LEARNING

36-36 33RD STREET SUITE 504
LONG ISLAND CITY,NY11106
N/A PC GENERAL PURPOSES 3,000

NORTHER STAGE

76 GATES STREET
WHITE RIVER JUNCTION,VT05001
N/A PC GENERAL PURPOSES 5,000

ORIGINAL MUSIC WORKSHOP DBA NATIONAL SAWDUST

80 N 6TH STREET
BROOKLYN,NY11249
N/A PC GENERAL PURPOSES 12,500

POLLYLABS FOUNDATION

1900 BROADWAY
NEW YORK,NY10023
N/A PC GENERAL PURPOSES 50,000

PRINCETON UNIVERSITY

70 WASHINGTON ROAD
PRINCETON,NJ08540
N/A PC GENERAL PURPOSES 360

PRIZMAH CENTER FOR JEWISH DAY SCHOOLS

25 BROADWAY SUITE 1700
NEW YORK,NY10004
N/A PC GENERAL PURPOSES 25,000

RARE ENVIRONMENTAL COMMUNICATIONS

1310 N COURTHOUSE RD STE 110
ARLINGTON,VA22201
N/A PC GENERAL PURPOSES 100,000

SEFARIA INC

228 PARK AVENUE SOUTH SUITE 79262
NEW YORK,NY10003
N/A PC GENERAL PURPOSES 5,000

SOROKA MEDICAL CENTER

130 EAST 59TH STREET
NEW YORK,NY10022
N/A PC GENERAL PURPOSES 50,000

SPAULDING REHABILITATION HOSPITAL

300 FIRST AVE
CHARLESTOWN,MA02129
N/A PC GENERAL PURPOSES 9,100

STONE BARNS CENTER FOR FOOD AND AGRICULTURE

630 BEDFORD ROAD
POCANTICO HILLS,NY10591
N/A PC GENERAL PURPOSES 2,500

TEMPLE BETH SHALOM - CAMBRIDGE

8 TREMONT ST
CAMBRIDGE,MA02139
N/A PC GENERAL PURPOSES 5,400

THE HEWITT SCHOOL

45 E 75TH STREET
NEW YORK,NY10021
N/A PC GENERAL PURPOSES 10,000

THE IMPACT - TRANSCAP INITIATIVE

40 W 37TH ST ROOM 1000
NEW YORK,NY10018
N/A PC GENERAL PURPOSES 26,250

THE JEWISH CENTER

131 WEST 86TH STREET
NEW YORK,NY10024
N/A PC GENERAL PURPOSES 1,080

THE KNIGHTS

1275 PROSPECT AVENUE
BROOKLYN,NY11218
N/A PC GENERAL PURPOSES 25,000

THE KNIGHTS

1275 PROSPECT AVENUE
BROOKLYN,NY11218
N/A PC GENERAL PURPOSES 25,000

THE NORTH CHARLES COMMUNITY ERUV

19 CLARY STREET
CAMBRIDGE,MA02139
N/A PC GENERAL PURPOSES 700

THE TIKVAH FUND

165 EAST 56TH STREET 4TH FL
NEW YORK,NY10022
N/A POF GENERAL PURPOSES 5,400

TIFERETH RAPHAEL INC

14 WILLIAM JACKSON AVE
BRIGHTON,MA02135
N/A PC GENERAL PURPOSES 5,000

UJA-FEDERATION OF NY

130 EAST 59TH STREET
NEW YORK,NY10022
N/A PC GENERAL PURPOSES 230,000

UJA-FEDERATION OF NY

130 EAST 59TH STREET
NEW YORK,NY10022
N/A PC GENERAL PURPOSES 40,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

60 EAST 42ND STREET SUITE 1000
NEW YORK,NY10165
N/A PC GENERAL PURPOSES 2,500

URBAN OCEAN LAB - MULTIPLIER

548 MARKET ST PMB 81178
SAN FRANCISCO,CA94104
N/A PC GENERAL PURPOSES 12,500

WASSAIC PROJECT

PO BOX 220
WASSAIC,NY12592
N/A PC GENERAL PURPOSES 10,000

WBUR BOSTON UNIVERSITY

890 COMMONWEALTH AVE
BOSTON,MA02215
N/A PC GENERAL PURPOSES 500

WESTCHESTER JEWISH COMMUNITY SERVICESPAID THROUGH UJA

845 N BROADWAY
WHITE PLAINS,NY10603
N/A PC GENERAL PURPOSES 50,000

WOMEN IN NEED

ONE STATE STREET PLAZA 18TH FLOOR
NEW YORK,NY10004
N/A PC GENERAL PURPOSES 25,000

WYOMING PUBLIC RADIO

1000 E UNIVERSITY AVENUE
LARAMIE,WY820712000
N/A PC GENERAL PURPOSES 500

YAD CHESSED

333 NAHANTON STREET SUITE 315
NEWTON,MA02459
N/A PC GENERAL PURPOSES 82,000

YALE PROGRAM ON CLIMATE CHANGE COMMUNICATION

157 CHURCH STREET
NEW HAVEN,CT06510
N/A PC GENERAL PURPOSES 100,000

YM-YWHA OF BORO PARKPAID THROUGH UJA

4912 14TH AVE
BROOKLYN,NY11219
N/A PC GENERAL PURPOSES 26,000

ZAKA

2920 AVENUE R SUITE 208
BROOKLYN,NY11229
N/A PC GENERAL PURPOSES 18,000
Total .................................right arrow 3a 2,409,850
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 ...........
    14 293,916  
4 Dividends and interest from securities ....     14 1,054,772  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -96,342  
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 1,252,346 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,252,346
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 9,635 0   9,635

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

TY 2024 ExpenditureResponsibilityStmt
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
TIKVAH FUND
 
165 EAST 56TH STREET 4TH FL
NEW YORK,NY10022
2024-05-06 5,400 GENERAL PURPOSES 5,400 N/A 09/19/2025    

TY 2024 InvestmentsCorpBondsSchedule
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC. 4.8%27 DUE 03/15/27 51 UNITS 52,013 52,013
BANK NEW YORK MELLON CORP SER J MTN 54 UNITS 51,903 51,903
BRISTOL-MYERS SQU 4.9%29 DUE 02/22/29 87 UNITS 88,950 88,950
CALIFORNIA ST TAXABLE VAR PURP GO 95 UNITS 98,331 98,331
CIGNA CORPCOMPANY GUARNT GLB 102 UNITS 101,594 101,594
COMMONSPIRIT HEALTH SER 2019 BOND 62 UNITS 49,165 49,165
EQUINIX INC NOTE CALL MAKE WHOLE 54 UNITS 51,746 51,746
EUROPEAN INVT BK NOTE 727 UNITS 703,148 703,148
FEDERAL NATL MTG ASSN NOTE 155 UNITS 151,333 151,333
FEDL NATL MTG ASSN SER BENCHMARK 170 UNITS 154,577 154,577
FEDL NATL MTG ASSN SER BENCHMARK 200 UNITS 165,852 165,852
HUNTINGTON BANCSHARES INC NOTE 136 UNITS 143,454 143,454
INTER AMERN DEV BK GLOBAL MTN NOTE 387 UNITS 363,768 363,768
INTER-AMERICAN DE 3.5%33 DUE 04/12/33 138 UNITS 128,048 128,048
INTER-AMERICAN DEV BK SER 817 NOTE 82 UNITS 78,014 78,014
INTER-AMERN DEV 4.5% 33F DUE 09/13/33 200 UNITS 200,178 200,178
INTERNATIONAL BK FOR RECONANDDEV BOND 490 UNITS 479,099 479,099
INTERNATIONAL BK FOR RECONANDDEV BOND 574 UNITS 572,388 572,388
INTERNATIONAL BK FOR RECONANDDEV NOTE 325 UNITS 288,352 288,352
INTERNATIONAL BK FOR RECONANDDEV SER 101426 300 UNITS 248,930 248,930
INTERNTNL BK FO1.25% 31F DUE 02/10/31 262 UNITS 227,486 227,486
MICROSOFT CORP NOTE CALL MAKE WHOLE 137 UNITS 84,598 84,598
MORGAN STANLEY 3.95%27 DUE 04/23/27 45 UNITS 44,436 44,436
MORGAN STANLEY SER I MTN 90 UNITS 89,818 89,818
NEXTERA ENERGY CAP HLDGS INC BOND 52 UNITS 50,983 50,983
PEPSICO INC NOTE CALL MAKE WHOLE 49 UNITS 36,363 36,363
PNC FINL SVCS GROUP INC NOTE 135 UNITS 137,498 137,498
SALESFORCE COM INC NOTE CALL MAKE WHOLE 103 UNITS 87,372 87,372
STATE STR CORP NOTE 139 UNITS 140,061 140,061
TARGET CORP NOTE CALL MAKE WHOLE 93 UNITS 85,063 85,063
TRUIST FINL CORP SER G MTN 55 UNITS 54,666 54,666
UNITEDHEALTH GROUP INC NOTE 142 UNITS 142,016 142,016
VERIZON COMMUNICATIONS INC 146 UNITS 140,588 140,588
WASTE MGMT INC DEL NOTE CALL MAKE WHOLE 50 UNITS 51,757 51,757

TY 2024 InvestmentsCorpStockSchedule
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY (MMM) 317 SHARES 40,922 40,922
ABBOTT LABORATORIES (ABT) 1065 SHARES 120,462 120,462
ABERCROMBIE & FITCH CO (ANF) 28 SHARES 4,185 4,185
ACCENTURE PLC CL A (ACN) 267 SHARES 93,928 93,928
ADOBE SYSTEMS INC (ADBE) 133 SHARES 59,142 59,142
ADVANCED MICRO DEVICES, INC. (AMD) 394 SHARES 47,591 47,591
AFFIRM HOLDINGS, INC 7 SHARES 426 426
AIR PRODUCTS & CHEMICALS INC (APD) 92 SHARES 26,684 26,684
AKAMAI TECHNOLOGIES INC (AKAM) 144 SHARES 13,774 13,774
ALBEMARLE CORP (ALB) 68 SHARES 5,881 5,881
ALCOA CORPORATION (AA) 248 SHARES 9,369 9,369
ALPHABET INC. CLASS A (GOOGL) 1741 SHARES 329,571 329,571
AMAZON.COM INC (AMZN) 1690 SHARES 370,769 370,769
AMERICAN EXPRESS CO. (AXP) 203 SHARES 60,248 60,248
AMERICAN TOWER CORP (AMT) 47 SHARES 8,696 8,696
AMERICAN WATER WORKS COMPANY, INC. (AWK) 376 SHARES 46,808 46,808
AMGEN INC. (AMGN) 71 SHARES 18,505 18,505
ANSYS INC (ANSS) 14 SHARES 4,723 4,723
APPLE, INC. (AAPL) 2886 SHARES 722,712 722,712
APPLIED MATERIALS INC (AMAT) 133 SHARES 21,630 21,630
ARCHER-DANIELS-MIDLAND COMPANY (ADM) 559 SHARES 28,241 28,241
ARISTA NETWORKS INC (ANET) 189 SHARES 20,890 20,890
ASSURANT INC 3 SHARES 640 640
AT&T INC (T) 1464 SHARES 33,335 33,335
AUTODESK INC (ADSK) 103 SHARES 30,444 30,444
AUTOMATIC DATA PROCESSING (ADP) 2 SHARES 589 589
AXON ENTERPRISE INC (AAXN) 23 SHARES 13,669 13,669
BALL CORP (BLL) 209 SHARES 11,522 11,522
BANK OF AMERICA CORP (BAC) 2517 SHARES 110,622 110,622
BECTON DICKINSON & CO (BDX) 3 SHARES 681 681
BEST BUY INC (BBY) 293 SHARES 25,415 25,415
BIOGEN INC. (BIIB) 115 SHARES 17,586 17,586
BOEING COMPANY (BA) 73 SHARES 12,921 12,921
BOOKING HOLDINGS INC (BKNG) 6 SHARES 29,811 29,811
BOSTON SCIENTIFIC CORP. (BSX) 312 SHARES 27,868 27,868
BRISTOL-MYERS SQUIBB COMPANY (BMY) 282 SHARES 15,950 15,950
BROADCOM INC (AVGO) 1000 SHARES 231,840 231,840
BUNGE GLOBAL (BG) 12 SHARES 933 933
BWX TECHNOLOGIES INC (BWXT) 36 SHARES 4,010 4,010
CADENCE DESIGN SYSTEMS, INC. (CDNS) 19 SHARES 5,709 5,709
CARRIER GLOBAL CORP (CARR) 474 SHARES 32,462 32,462
CATERPILLAR INC (CAT) 158 SHARES 57,316 57,316
CBRE GROUP, INC. (CRBRE) 336 SHARES 44,113 44,113
CENTENE CORPORATION (CNC) 38 SHARES 2,302 2,302
CF INDUSTRIES HOLDINGS, INC. (CF) 71 SHARES 6,058 6,058
CHIPOTLE MEXICAN GRILL, INC. (CMG) 79 SHARES 4,764 4,764
CIGNA CORP (CI) 159 SHARES 43,906 43,906
CINTAS CORPORATION (CTAS) 101 SHARES 18,453 18,453
CISCO SYSTEMS, INC. (CSCO) 1102 SHARES 65,238 65,238
CITIGROUP INC (C) 563 SHARES 39,630 39,630
CNH INDUSTRIAL N.V. (CNHI) 1198 SHARES 13,573 13,573
COCA-COLA COMPANY (KO) 2141 SHARES 133,299 133,299
COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH) 256 SHARES 19,686 19,686
COLGATE-PALMOLIVE CO (CL) 820 SHARES 74,546 74,546
COMCAST CORPORATION CLASS A (CMCSA) 391 SHARES 14,674 14,674
COMFORT SYSTEMS USA, INC (FIX) 10 SHARES 4,241 4,241
COMMVAULT SYSTEMS, INC 3 SHARES 453 453
CONSTELLATION ENERGY CORP (CEG) 135 SHARES 30,201 30,201
CUMMINS INC (CMI) 15 SHARES 5,229 5,229
DANAHER CORPORATION (DHR) 352 SHARES 80,897 80,897
DARLING INGREDIENTS INC (DAR) 375 SHARES 12,634 12,634
DECKERS OUTDOOR CORP (DECK) 147 SHARES 29,854 29,854
DEERE & COMPANY (DE) 18 SHARES 7,656 7,656
DELL TECHNOLOGIES INC (DELL) 133 SHARES 15,327 15,327
DIGITAL REALTY TRUST, INC. (DLR) 14 SHARES 2,500 2,500
DUPONT DE NEMOURS INC (DD) 279 SHARES 21,274 21,274
EASTMAN CHEMICAL COMPANY (EMN) 322 SHARES 29,672 29,672
EATON CORP PLC (ETN) 175 SHARES 58,077 58,077
EBAY INC. (EBAY) 306 SHARES 18,957 18,957
EDISON INTERNATIONAL (EIX) 156 SHARES 12,455 12,455
ELEVANCE HEALTH INC. (ELV) 39 SHARES 14,387 14,387
ELI LILLY & CO (LLY) 196 SHARES 151,312 151,312
ENTERGY CORPORATION (ETR) 522 SHARES 39,578 39,578
EQUINIX, INC. (EQIX) 6 SHARES 5,657 5,657
EVERSOURCE ENERGY (ES) 54 SHARES 3,101 3,101
EXELON CORPORATION (EXC) 386 SHARES 14,529 14,529
FIFTH THIRD BANCORP (FITB) 90 SHARES 3,839 3,839
FISERV INC 2 SHARES 411 411
FMC CORP (FMC) 178 SHARES 8,756 8,756
FORTINET, INC. (FTNT) 135 SHARES 12,755 12,755
GE HEALTHCARE TECHNOLOGIES INC (GEHC) 77 SHARES 6,021 6,021
GENERAL MOTORS COMPANY (GM) 262 SHARES 13,957 13,957
GILEAD SCIENCES INC (GILD) 330 SHARES 30,482 30,482
HALLIBURTON COMPANY (HAL) 3428 SHARES 93,207 93,207
HARTFORD FINANCIAL SERVICES GROUP, INC. (HIG) 1228 SHARES 134,982 134,982
HASBRO, INC. (HAS) 128 SHARES 7,156 7,156
HERSHEY CO (HSY) 168 SHARES 28,451 28,451
HEWLETT PACKARD ENTERPRISE CO (HPE) 358 SHARES 7,690 7,690
HILTON WORLDWIDE HOLDINGS INC. (HLT) 327 SHARES 80,821 80,821
HOWMET AEROSPACE INC 4 SHARES 437 437
HP INC (HPQ) 566 SHARES 18,632 18,632
ILLINOIS TOOL WORKS INC (ITW) 2 SHARES 510 510
INGERSOLL-RAND INC (IR) 230 SHARES 20,806 20,806
INSULET CORP (PODD) 9 SHARES 2,350 2,350
INTEL CORPORATION (INTC) 1066 SHARES 21,373 21,373
INTERNATIONAL BUSINESS MACHINES CORPORATION (IBM) 99 SHARES 21,763 21,763
INTERNATIONAL FLAVORS & FRAGRANCES INC. (IFF) 409 SHARES 34,745 34,745
INTERNATIONAL PAPER CO (IP) 92 SHARES 4,951 4,951
INTERPUBLIC GROUP OF COMPANIES, INC. (IPG) 89 SHARES 2,494 2,494
INTUIT INC (INTU) 72 SHARES 45,252 45,252
INTUITIVE SURGICAL, INC. (ISRG) 66 SHARES 34,449 34,449
IRON MOUNTAIN INCORPORATED (IRM) 254 SHARES 26,880 26,880
JACOBS SOLUTIONS INC (J) 71 SHARES 9,487 9,487
JPMORGAN CHASE & CO (JPM) 547 SHARES 131,121 131,121
JUNIPER NETWORKS, INC (JNPR) 729 SHARES 27,301 27,301
KEYSIGHT TECHNOLOGIES, INC (KEYS) 142 SHARES 22,809 22,809
KIMBERLY CLARK CORP (KMB) 247 SHARES 32,668 32,668
KROGER COMPANY (KR) 1029 SHARES 62,923 62,923
LAM RESEARCH CORPORATION (LRCX) 439 SHARES 31,810 31,810
LINDE PLC (LIN) 237 SHARES 99,225 99,225
LOCKHEED MARTIN CORPORATION (LMT) 17 SHARES 8,261 8,261
LPL FINANCIAL HOLDINGS INC (LPLA) 7 SHARES 2,286 2,286
LYONDELLBASELL INDUSTRIES N.V. (LYB) 118 SHARES 8,764 8,764
MADRIGAL PHARMACEUTICALS INC (MDGL) 1492 SHARES 460,386 460,386
MARRIOTT INTERNATIONAL, INC. CLASS A (MAR) 295 SHARES 82,287 82,287
MASTERCARD INC (MA) 321 SHARES 169,029 169,029
MEDTRONIC PLC (MDT) 909 SHARES 73,247 73,247
MERCK & CO., INC. (MRK) 1086 SHARES 108,915 108,915
META PLATFORMS INC. CLASS A (META) 409 SHARES 239,474 239,474
METLIFE, INC. (MET) 339 SHARES 27,757 27,757
MICRON TECHNOLOGY INC (MU) 185 SHARES 15,591 15,591
MICROSOFT CORPORATION (MSFT) 1494 SHARES 629,721 629,721
MONDELEZ INTERNATIONAL, INC. (MDLZ) 1211 SHARES 72,902 72,902
MOODY'S CORPORATION (MCO) 221 SHARES 104,615 104,615
MOTOROLA SOLUTIONS INC 2 SHARES 927 927
NASDAQ, INC. (NDAQ) 421 SHARES 32,548 32,548
NETAPP, INC. (NTAP) 121 SHARES 14,046 14,046
NEWMONT MINING CORPORATION (NEM) 784 SHARES 29,180 29,180
NORTHROP GRUMMAN CORP (NOC) 78 SHARES 36,605 36,605
NORTONLIFELOCK INC (NLOK) 697 SHARES 19,084 19,084
NRG ENERGY, INC. 5 SHARES 451 451
NVENT ELECTRIC PLC 2 SHARES 136 136
NVIDIA CORPORATION (NVDA) 4747 SHARES 637,475 637,475
NXP SEMICONDUCTORS N.V. (NXPI) 63 SHARES 13,165 13,165
OMNICOM GROUP (OMC) 803 SHARES 69,652 69,652
ON SEMICONDUCTOR CORP (ON) 16 SHARES 1,009 1,009
ORACLE CORPORATION (ORCL) 73 SHARES 12,165 12,165
OWENS CORNING (OC) 243 SHARES 41,388 41,388
PALANTIR TECHNOLOGIES INC (PLTR) 252 SHARES 19,059 19,059
PALO ALTO NETWORKS INC (PANW) 82 SHARES 14,921 14,921
PAYPAL HOLDINGS INC (PYPL) 134 SHARES 11,437 11,437
PEPSICO, INC (PEP) 511 SHARES 78,407 78,407
PFIZER INC. (PFE) 1248 SHARES 33,109 33,109
PG&E CORPORATION (PCG) 233 SHARES 4,708 4,708
PNC FINANCIAL SERVICES GROUP (PNC) 61 SHARES 11,764 11,764
PROGRESSIVE CORPORATION (PGR) 120 SHARES 28,753 28,753
PROLOGIS INC (PLD) 193 SHARES 20,400 20,400
PRUDENTIAL FINANCIAL INC (PRU) 641 SHARES 75,978 75,978
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) 741 SHARES 62,607 62,607
QUALCOMM INC (QCOM) 312 SHARES 47,929 47,929
REGENCY CENTERS CORPORATION (REG) 177 SHARES 13,210 13,210
REGENERON PHARMACEUTICAL INC (REGN) 15 SHARES 10,685 10,685
RESMED INC. (RMD) 16 SHARES 3,659 3,659
ROBINHOOD MARKETS, INC 12 SHARES 447 447
RTX CORP (RTX) 80 SHARES 9,258 9,258
SALESFORCE.COM, INC (CRM) 306 SHARES 102,427 102,427
SEAGATE TECHNOLOGY HOLDINGS (STX) 90 SHARES 7,833 7,833
SERVICENOW INC (NOW) 38 SHARES 40,285 40,285
SOLVENTUM CORP (SOLV) 1 SHARES 66 66
SPROUTS FARMERS MARKET, INC. (SFM) 34 SHARES 4,320 4,320
STARBUCKS CORP. (SBUX) 582 SHARES 53,108 53,108
STATE STREET CORP (STT) 563 SHARES 55,258 55,258
SUNRUN INC (RUN) 68 SHARES 629 629
SUPER MICRO (SMCI) 31 SHARES 945 945
TAKE-TWO INTERACTIVE SOFTWARE, INC. 3 SHARES 552 552
TARGET CORPORATION (TGT) 244 SHARES 32,984 32,984
TECHNIPFMC PLC (FTI) 269 SHARES 7,785 7,785
TESLA MOTORS, INC. (TSLA) 478 SHARES 193,036 193,036
TETRA TECH INC (TTEK) 95 SHARES 3,785 3,785
TEXAS INSTRUMENTS INC. (TXN) 116 SHARES 21,751 21,751
THE BANK OF NY MELLON CORP (BK) 853 SHARES 65,536 65,536
THE CLOROX COMPANY (CLX) 155 SHARES 25,174 25,174
THE HOME DEPOT, INC. (HD) 101 SHARES 39,288 39,288
THE MOSAIC COMPANY (MOS) 172 SHARES 4,228 4,228
THE TJX COMPANIES, INC (TJX) 464 SHARES 56,056 56,056
THERMO FISHER SCIENTIFIC INC (TMO) 45 SHARES 23,428 23,428
T-MOBILE US, INC. (TMUS) 149 SHARES 32,889 32,889
TRACTOR SUPPLY CO (TSCO) 150 SHARES 7,959 7,959
TWILIO INC 4 SHARES 432 432
U.S. BANCORP (USB) 89 SHARES 4,301 4,301
UBER TECHNOLOGIES, INC (UBER) 398 SHARES 24,007 24,007
UNION PACIFIC CORP. (UNP) 440 SHARES 100,338 100,338
UNITED RENTALS, INC. (URI) 14 SHARES 9,862 9,862
UNITEDHEALTH GROUP INC (UNH) 158 SHARES 79,926 79,926
VALARIS LTD (VAL) 75 SHARES 3,318 3,318
VENTAS, INC. (VTR) 497 SHARES 29,492 29,492
VERALTO CORP (VLTO) 2 SHARES 204 204
VERISK ANALYTICS, INC. (VRSK) 368 SHARES 101,358 101,358
VERIZON COMMUNICATIONS INC. (VZ) 1209 SHARES 48,348 48,348
VERTEX PHARMACEUTICALS INC (VRTX) 55 SHARES 22,149 22,149
VISA INC (V) 496 SHARES 156,756 156,756
W.W. GRAINGER, INC. (GWW) 29 SHARES 30,567 30,567
WALT DISNEY COMPANY (DIS) 37 SHARES 4,138 4,138
WASTE MANAGEMENT INC (WM) 309 SHARES 62,353 62,353
WEATHERFORD INTL PLC (WFRD) 32 SHARES 2,292 2,292
WELLTOWER INC (HCN) 87 SHARES 10,965 10,965
WILLIAMS-SONOMA, INC (WSM) 47 SHARES 8,703 8,703
XCEL ENERGY INC (XEL) 467 SHARES 31,532 31,532
XYLEM INC. (XYL) 123 SHARES 14,270 14,270

TY 2024 InvestmentsGovtObligationsSch
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
US Government Securities - End of Year Book Value:

3,109,690
US Government Securities - End of Year Fair Market Value:

3,109,690
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AKO GLOBAL FUND LIMITED CL A2 FMV 2,426,214 2,426,214
AKRE FOCUS FUND (AKRIX) 38280.106 SHARES FMV 2,585,821 2,585,821
APOLLO DEBT SOLUTIONS BDC CL I 53513.806 SHARES FMV 1,334,206 1,334,206
FORTRESS NET LEASE REIT CL D 105122.504 SHARES FMV 1,076,623 1,076,623
GENERATION IM GLOBAL EQUITY FUND LLC FMV 3,756,179 3,756,179
GQG PARTNERS GLOBAL QUALITY EQUITY FUND INSTL (GQRIX) 158706.255 SHARES FMV 2,956,698 2,956,698
GREENBACKER RENEWABLE ENERGY CO FMV 1,035,600 1,035,600
GREYCROFT PARTNERS I, LP FMV 14,178 14,178
GREYCROFT PARTNERS VII, LP FMV 251,073 251,073
HEPHAESTION III, LP FMV 4,062 4,062
MATTHEWS EMERGING MARKETS SUSTAINABLE FUTURE FUND (MISFX) 135261.923 SHARES FMV 1,613,675 1,613,675
MULTI-STRATEGY SEGREGATED PORTFOLIO FMV 5,118,222 5,118,222
NUVEEN ESG MID-CAP GROWTH ETF (NUMG) 37034 SHARES FMV 1,754,671 1,754,671
PIMCO INCOME INSTL 28597.384 SHARES FMV 300,844 300,844
VANGUARD GLOBAL ESG SELECT STOCK FUND ADM (VESGX) 71737.225 SHARES FMV 3,231,762 3,231,762

TY 2024 LegalFeesSchedule
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 594 0   348


TY 2024 OtherAssetsSchedule
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
COLLECTIBLES 1,161,350 623,850 623,850
DUE FROM JACKSON HOLE MGT CO INC 1,942    


TY 2024 OtherExpensesSchedule
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 225 0   225
NY DEPT OF LAW FILING FEE 750 0   750
ARTWORK INSURANCE 19,214 19,214   0
SUBSCRIPTION FEE 0 0   1,633
SHIPPING FEE 0 0   4,898
STORAGE EXPENSE 5,393 0   4,957
PARTNERSHIP EXPENSES 0 12,064   0


TY 2024 OtherIncreasesSchedule
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Description Amount
CHANGE IN UNREALIZED GAIN ON INVESTMENTS 3,642,357


TY 2024 OtherProfessionalFeesSchedule
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE AND MANAGEMENT SERVICES 132,974 53,190   70,186
INVESTMENT MANAGEMENT 218,408 218,408   0
ART CONSULTING 1,000 1,000   0


TY 2024 TaxesSchedule
Name:
WOLFENSOHN FAMILY FOUNDATION
EIN:
13-3781581
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 2,910 2,910   0
FEDERAL EXCISE TAX 55,000 0   0