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
Seidman Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

13-6098204
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,799,681J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,553 2,553  
4 Dividends and interest from securities... 81,128 81,128  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 215,242
b Gross sales price for all assets on line 6a 741,835
7 Capital gain net income (from Part IV, line 2)... 192,400
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-14,790 8,170  
12 Total. Add lines 1 through 11........ 284,133 284,251  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,892 0 0 1,892
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,300 22,300    
17 Interest............... 2 2    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,929 3,679    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,393     7,393
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,963 22,417   35,332
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,479 48,398 0 44,617
25 Contributions, gifts, grants paid....... 216,500 216,500
26 Total expenses and disbursements. Add lines 24 and 25 313,979 48,398 0 261,117
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -29,846
b Net investment income (if negative, enter -0-) 235,853
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 230,716 371,945 371,945
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)....... 2,321,573 Click to see attachment
List of Attached Documents:
// Content
2,021,966 		2,528,133
c Investments—corporate bonds (attach schedule)....... 298,250 Click to see attachment
List of Attached Documents:
// Content
100,000 		96,340
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).......... 810,065 Click to see attachment
List of Attached Documents:
// Content
1,137,347 		1,803,263
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) 3,660,604 3,631,258 4,799,681
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,660,604 3,631,258
29 Total net assets or fund balances (see instructions)..... 3,660,604 3,631,258
30 Total liabilities and net assets/fund balances (see instructions). 3,660,604 3,631,258
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
3,660,604
2
Enter amount from Part I, line 27a .....................
2
-29,846
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
500
4
Add lines 1, 2, and 3 ..........................
4
3,631,258
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,631,258
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
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 741,835   691,336 50,499
b       141,901
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       50,499
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 2 192,400
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 3,278
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,278
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,278
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,265
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,265
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 13
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNM
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Mariah Carlsen Trustee, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jediah Cirigliano-Seidman Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Corey Harrower Trustee, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
B Thomas Seidman Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Francis Andrew Seidman Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Nancy C Seidman Trustee, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Sarah Seidman Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Keaton Williams Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Margaret Williams Trustee, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,830,243
b
Average of monthly cash balances.......................
1b
174,484
c
Fair market value of all other assets (see instructions)................
1c
1,803,263
d
Total (add lines 1a, b, and c).........................
1d
4,807,990
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,807,990
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
72,120
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,735,870
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
236,794
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
236,794
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,278
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,278
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
233,516
4
Recoveries of amounts treated as qualifying distributions................
4
500
5
Add lines 3 and 4............................
5
234,016
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
234,016
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
261,117
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
261,117
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 7 234,016
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 181,300
c From 2021...... 937,910
d From 2022......  
e From 2023...... 397,456
f Total of lines 3a through e ........ 1,516,666
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 261,117
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 234,016
e Remaining amount distributed out of corpus 27,101
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,543,767
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,543,767
10 Analysis of line 9:
a Excess from 2020.... 181,300
b Excess from 2021.... 937,910
c Excess from 2022....  
d Excess from 2023.... 397,456
e Excess from 2024.... 27,101
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A LADY NAMED PEARL FOUNDATION INC

2625 PIEDMONT RD NE STE 56668
ATLANTA,GA30324 		N/A PC General & Unrestricted 12,000

ACADEMY AT GLENGARY INC

1819 GLENGARY ST
SARASOTA,FL34231 		N/A PC General & Unrestricted 4,000

AKASHINGA INC

100 N 18TH ST STE 300
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 1,500

ALL FAITHS FOOD BANK INC

8171 BLAIKIE CT
SARASOTA,FL34240 		N/A PC General & Unrestricted 2,000

AZARA BALLET INC

5020 CLARK RD STE 504
SARASOTA,FL34233 		N/A PC General & Unrestricted 1,000

BACKSIDE LEARNING CENTER INC

3131 S 2ND ST - 389
LOUISVILLE,KY40208 		N/A PC General & Unrestricted 500

BAIL PROJECT INC

PO BOX 102592
PASADENA,CA91189 		N/A PC General & Unrestricted 500

BILLINGS FOOD BANK INC

2112 4TH AVE N
BILLINGS,MT59101 		N/A PC General & Unrestricted 500

BOYS & GIRLS CLUB OF RED LODGE & THE BEARTOOTH FRO

PO BOX 11
RED LODGE,MT59068 		N/A PC General & Unrestricted 1,000

BOYS & GIRLS CLUBS OF AMERICA

1275 PEACHTREE ST NE
ATLANTA,GA30309 		N/A PC General & Unrestricted 500

BRIGID ALLIANCE INC

PO BOX 58
NEW YORK,NY10024 		N/A PC General & Unrestricted 1,000

BUDDHIST GLOBAL RELIEF

2020 RTE 301
CARMEL,NY10512 		N/A PC General & Unrestricted 1,000

BURNING MAN PROJECT

660 ALABAMA ST STE 4
SAN FRANCISCO,CA94110 		N/A PC General & Unrestricted 3,000

CANNABIS CENTER OF EXCELLENCE INC

127 RHODODENDRON DR
HIGHLANDS,NC28741 		N/A PC General & Unrestricted 500

CAPSTONE COMMUNITY ACTION INC

20 GABLE PL
BARRE,VT05641 		N/A PC General & Unrestricted 1,000

CARBON COUNTY COMMUNITY FOOD BANK

PO BOX 665
RED LODGE,MT59068 		N/A PC General & Unrestricted 1,000

CENTER FOR FOOD SAFETY

600 CALIFORNIA ST FL 12 013
SAN FRANCISCO,CA94108 		N/A PC General & Unrestricted 500

CENTRAL VERMONT ADULT BASIC EDUCATION INC

46 WASHINGTON ST STE 100
BARRE,VT05641 		N/A PC General & Unrestricted 1,000

CENTRAL VERMONT COUNCIL ON AGING INC

59 N MAIN ST STE 200
BARRE,VT05641 		N/A PC General & Unrestricted 1,000

CHANNEL 5 PUBLIC BROADCASTING INC

1670 N VIRGINIA ST
RENO,NV89503 		N/A PC General & Unrestricted 3,500

CHILD MIND INSTITUTE INC

215 E 50TH ST 5TH FL
NEW YORK,NY10022 		N/A PC General & Unrestricted 3,000

CHILDREN FIRST INC

1723 N ORANGE AVE
SARASOTA,FL34234 		N/A PC General & Unrestricted 2,000

CHILDRENS HOSPITAL LOS ANGELES

4650 W SUNSET BLVD MS29
LOS ANGELES,CA90027 		N/A PC General & Unrestricted 500

COMMUNITY FOUNDATION OF SARASOTA COUNTY INC

2635 FRUITVILLE RD
SARASOTA,FL34237 		N/A PC Suncoast Disaster Recovery Fund 5,000

COMMUNITY HARVEST OF CENTRAL VERMONT

146 LORD RD
BERLIN,VT05602 		N/A PC General & Unrestricted 250

CRITTER BARN

2950 80TH AVE
ZEELAND,MI49464 		N/A PC General & Unrestricted 500

DOMESTIC AND SEXUAL VIOLENCE SERVICES OF CARBON CO

1119 S BROADWAY AVE
RED LODGE,MT59068 		N/A PC General & Unrestricted 500

EARTH LEAGUE INTERNATIONAL

PO BOX 661623
LOS ANGELES,CA90066 		N/A PC General & Unrestricted 2,500

EMBRACING OUR DIFFERENCES INC

1209 S TAMIAMI TRL
SARASOTA,FL34239 		N/A PC General & Unrestricted 500

ENDEDANS BALLET CORP

2821 36TH AVE E
BRADENTON,FL34208 		N/A PC General & Unrestricted 1,000

FACE AUTISM

5610 74TH PL E
ELLENTON,FL34222 		N/A PC Dynasty Stars program 2,000

FACE AUTISM

5610 74TH PL E
ELLENTON,FL34222 		N/A PC Dynasty Stars Dance Program Scholarship Fund 2,000

FERNLEY HIGH SCHOOL MUSIC BOOSTERS

PO BOX 1086
FERNLEY,NV89408 		N/A PC General & Unrestricted 2,000

FOOD & WATER WATCH

1616 P ST NW STE 300
WASHINGTON,DC20036 		N/A PC General & Unrestricted 500

FREEDOM FOR GREAT APES

65525 GERKING MARKET RD
BEND,OR97703 		N/A PC General & Unrestricted 1,000

FREEDOM OF THE PRESS FOUNDATION

49 FLATBUSH AVE 1017
BROOKLYN,NY11217 		N/A PC General & Unrestricted 1,000

FREEMAN WILNER FOUNDATION

3577 W 13 MILE RD
ROYAL OAK,MI48073 		N/A PC General & Unrestricted 500

FRESH START REFUGEE ASSISTANCE CENTER

7714 GLENISTER DR
SPRINGFIELD,VA22152 		N/A PC General & Unrestricted 7,000

FRIENDS OF THE WORLD FOOD PROGRAM INC

PO BOX 96316
WASHINGTON,DC20090 		N/A PC General & Unrestricted 1,000

FUNGAL DIVERSITY SURVEY INC

10385 GREEN MEADOW RD
SEBASTOPOL,CA95472 		N/A PC To aid in its work in cataloguing and protecting fungi 1,000

G R A S P INC

4223 BALMORAL WAY
SARASOTA,FL34238 		N/A PC General & Unrestricted 1,000

GEORGES MALAIKA FOUNDATION INCORPORATED

244 FIFTH AVE SUITE N225
NEW YORK,NY10001 		N/A PC General & Unrestricted 29,500

GLOBAL MIDWIFE EDUCATION FOUNDATION

PO BOX 805
LIVINGSTON,MT59047 		N/A PC General & Unrestricted 1,000

GOOD SAMARITAN HAVEN

PO BOX 1104
BARRE,VT05641 		N/A PC General & Unrestricted 1,000

GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA

342 N SAN FERNANDO RD
LOS ANGELES,CA90031 		N/A PC General & Unrestricted 500

GOVERNORS INSTITUTES OF VERMONT

20 W CANAL ST STE C5
WINOOSKI,VT05404 		N/A PC General & Unrestricted 2,000

GREEN WAVE ENTERPRISES

12100 WILSHIRE BLVD STE 1540
LOS ANGELES,CA90025 		N/A PC General & Unrestricted 800

HOUNDS 4 HEROES

12412 N WOOD RD
REARDAN,WA99029 		N/A PC General & Unrestricted 3,000

HUMANE FARMING ASSOCIATION

PO BOX 3577
SAN RAFAEL,CA94912 		N/A PC General & Unrestricted 500

HUMANE SOCIETY OF SARASOTA COUNTY INC

2331 15TH ST
SARASOTA,FL34237 		N/A PC General & Unrestricted 1,000

ILLYRIAN SYMPHONY ORCHESTRA

PO BOX 442
VENICE,FL34284 		N/A PC General & Unrestricted 2,000

INSIDE VOICE

61 SMITH CREEK DR
DAYTON,WY82836 		N/A PC General & Unrestricted 500

INSTITUTE OF MENTALPHYSICS

PO BOX 1000
JOSHUA TREE,CA92252 		N/A PC General & Unrestricted 500

INTERMOUNTAIN PLANNED PARENTHOOD INC

1643 LEWIS AVE STE 211
BILLINGS,MT59102 		N/A PC General & Unrestricted 1,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 3,500

JAZZ CLUB OF SARASOTA INC

330 S PINEAPPLE AVE STE 111
SARASOTA,FL34236 		N/A PC General & Unrestricted 2,000

JESTER & PHARLEY PHUND

PO BOX 817
PALOS VERDES ESTATES,CA90274 		N/A PC General & Unrestricted 1,500

JEWISH FAMILY SERVICE OF LOS ANGELES

330 N FAIRFAX AVE
LOS ANGELES,CA90036 		N/A PC General & Unrestricted 1,000

KELLOGG HUBBARD LIBRARY

135 MAIN ST
MONTPELIER,VT05602 		N/A PC General & Unrestricted 3,500

LABRADOR RETRIEVER RESCUE OF FLORIDA INC

3818 BETTES CIR
JACKSONVILLE,FL32210 		N/A PC General & Unrestricted 2,000

LEUKEMIA & LYMPHOMA SOCIETY INC

PO BOX 772395
DETROIT,MI48277 		N/A PC General & Unrestricted 1,000

LIBRARY FOUNDATION FOR SARASOTA COUNTY INC

PO BOX 17903
SARASOTA,FL34276 		N/A PC General & Unrestricted 2,000

LOS ALAMOS NATIONAL LABORATORY FOUNDATION

1112 PLZ DEL NORTE
ESPANOLA,NM87532 		N/A PC Tracy H Seidman/Wagon Mound Schools permanent endowment 5,000

LOST NATION THEATER INC

39 MAIN ST
MONTPELIER,VT05602 		N/A PC General & Unrestricted 1,000

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 2,000

MI CASA INTERNATIONAL

5335 MEADOWS RD STE 355
LAKE OSWEGO,OR97035 		N/A PC General & Unrestricted 2,700

MOJAVE DESERT LAND TRUST

60124 29 PALMS HWY PO BOX 1544
JOSHUA TREE,CA92252 		N/A PC General & Unrestricted 500

MONTANA FREE PRESS

34 W 6TH AVE STE 2B
HELENA,MT59601 		N/A PC General & Unrestricted 1,000

MORA CREATIVE COUNCIL

397 STATE HWY 518
MORA,NM87732 		N/A PC General & Unrestricted 1,000

MOSES WEST FOUNDATION

PO BOX 1273
HIGHLAND PARK,IL60035 		N/A PC General & Unrestricted 2,500

MSI US

PO BOX 35528
WASHINGTON,DC20033 		N/A SO I General & Unrestricted 2,000

MUSO INC

548 MARKET ST PMB 86233
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 250

NORTH BRANCH NATURE CENTER INC

713 ELM ST
MONTPELIER,VT05602 		N/A PC General & Unrestricted 250

NORTHERN PLAINS RESOURCE COUNCIL

220 S 27TH ST STE A
BILLINGS,MT59101 		N/A PC General & Unrestricted 1,000

OPERATION SMILE INC

3641 FACULTY BLVD
VIRGINIA BEACH,VA23453 		N/A PC General & Unrestricted 500

OPERATION WARRIOR RESOLUTION INC

3829 GATEWOOD DR
SARASOTA,FL34232 		N/A PC General & Unrestricted 1,000

PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CE

2029 UNIVERSITY AVE STE 200
BERKELEY,CA94704 		N/A PC General & Unrestricted 1,000

PHILLIPPI CREST CLUB INC

2421 BURLINGTON LN
SARASOTA,FL34231 		N/A PC General & Unrestricted 500

PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND

784 HERCULES DRIVE STE 110
COLCHESTER,VT05446 		N/A PC General & Unrestricted 4,500

PLANNED PARENTHOOD SOUTH TEXAS

2140 BABCOCK RD STE 201
SAN ANTONIO,TX78229 		N/A PC General & Unrestricted 1,000

PRISON DHARMA NETWORK INC

595 B RIVER RD
DEERFIELD,MA01342 		N/A PC General & Unrestricted 1,000

PRO PUBLICA INC

155 AVE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 1,000

PROJECT PRIDE SRQ INC

1370 BLVD OF THE ARTS
SARASOTA,FL34236 		N/A PC General & Unrestricted 1,000

RED LODGE AREA COMMUNITY FOUNDATION

PO BOX 1871
RED LODGE,MT59068 		N/A PC General & Unrestricted 2,000

RED LODGE FRIENDS OF THE LIBRARY

PO BOX 1598
RED LODGE,MT59068 		N/A PC General & Unrestricted 500

RIO GRANDE FOUNDATION INC

PO BOX 40336
ALBUQUERQUE,NM87196 		N/A PC General & Unrestricted 1,000

ROBERTS COMMUNITY FOUNDATION INC

PO BOX 284
ROBERTS,MT59070 		N/A PC General & Unrestricted 500

SALVATION ARMY WORLD SERVICE OFFICE SAWSO

615 SLATERS LN
ALEXANDRIA,VA22314 		N/A SO I General & Unrestricted 1,000

SARASOTA BALLET OF FLORIDA INC

5555 N TAMIAMI TRL
SARASOTA,FL34243 		N/A PC Dance Next Generation Scholarship Fund 2,000

SARASOTA CONTEMPORARY DANCE INC

1400 BLVD OF THE ARTS STE 300
SARASOTA,FL34236 		N/A PC General & Unrestricted 2,000

SAVE PROTECT FOUNDATION INC

1414 RED BLUFF WAY
FERNLEY,NV89408 		N/A PC General & Unrestricted 7,000

SCHOOL ON WHEELS INC

PO BOX 23371
VENTURA,CA93002 		N/A PC General & Unrestricted 500

SECOND STRIDE INC

PO BOX 143
PROSPECT,KY40059 		N/A PC General & Unrestricted 3,000

SEDONA COMMUNITY FOOD BANK

PO BOX 3962
SEDONA,AZ86340 		N/A PC General & Unrestricted 500

SEDONA PUBLIC LIBRARY

3250 WHITE BEAR RD
SEDONA,AZ86336 		N/A PC General & Unrestricted 500

SEMPER FI & AMERICAS FUND

825 COLLEGE BLVD STE 102 PMB 609
OCEANSIDE,CA92057 		N/A PC General & Unrestricted 500

SHRINERS HOSPITALS FOR CHILDREN

PO BOX 947765
ATLANTA,GA30394 		N/A PC General & Unrestricted 1,000

SRQ STRONG INC

1226 N TAMIAMI TRL STE 202
SARASOTA,FL34236 		N/A PC General & Unrestricted 2,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDES PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 1,000

STREETS OF PARADISE INC

PO BOX 50652
SARASOTA,FL34234 		N/A PC General & Unrestricted 2,000

STUDIO PLACE ARTS INCORPORATED

201 N MAIN ST
BARRE,VT05641 		N/A PC General & Unrestricted 500

SUDAN RELIEF FUND INC

3220 N ST NW
WASHINGTON,DC20007 		N/A PC General & Unrestricted 3,000

THE FISTULA FOUNDATION

1700 THE ALAMEDA STE 300
SAN JOSE,CA95126 		N/A PC General & Unrestricted 250

THE FLORIDA CENTER FOR EARLY CHILDHOOD INC

4620 17TH ST
SARASOTA,FL34235 		N/A PC General & Unrestricted 2,000

THE SARASOTA CUBAN BALLET SCHOOL INC

4740 CATTLEMEN RD
SARASOTA,FL34233 		N/A PC General & Unrestricted 2,000

THE UCLA FOUNDATION

PO BOX 7145
PASADENA,CA91109 		N/A PC Design for Sharing 500

THOROUGHBRED RETIREMENT FOUNDATION

112 SPRING ST STE 109
SARATOGA SPGS,NY12866 		N/A PC General & Unrestricted 1,000

TIBET HOUSE INC

22 W 15TH ST
NEW YORK,NY10011 		N/A PC General & Unrestricted 500

TLC TRANSITIONAL LIFE CARE

PO BOX 381
ASHLAND,OR97520 		N/A PC General & Unrestricted 500

TRANSITION SARASOTA INC

PO BOX 1861
SARASOTA,FL34230 		N/A PC General & Unrestricted 2,000

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		N/A PC The Florida Gulf Coast Trail 1,000

TRUSTEES OF THE TW WOOD GALLERY

46 BARRE ST
MONTPELIER,VT05602 		N/A PC General & Unrestricted 500

UNITED HELP UKRAINE

PO BOX 83426
GAITHERSBURG,MD20878 		N/A PC General & Unrestricted 1,000

VERMONT COMMUNITY FOUNDATION

3 COURT ST
MIDDLEBURY,VT05753 		N/A PC General & Unrestricted 3,000

VERMONT FOODBANK

33 PARKER RD
BARRE,VT05641 		N/A PC General & Unrestricted 1,000

VERMONT LAND TRUST INC

8 BAILEY AVE
MONTPELIER,VT05602 		N/A PC General & Unrestricted 1,000

VERMONT PUBLIC CO

365 TROY AVE
COLCHESTER,VT05446 		N/A PC General & Unrestricted 1,000

VITAMIN ANGEL ALLIANCE INC

PO BOX 4490
SANTA BARBARA,CA93140 		N/A PC General & Unrestricted 1,000

WILD UP

PO BOX 292075
LOS ANGELES,CA90029 		N/A PC General & Unrestricted 500

WSLR INC

PO BOX 2540
SARASOTA,FL34230 		N/A PC General & Unrestricted 1,000

WUSF PUBLIC BROADCASTING

4202 E FOWLER AVE TVB100
TAMPA,FL33620 		N/A PC General & Unrestricted 2,000

WWP INC

PO BOX 758516
TOPEKA,KS66675 		N/A PC General & Unrestricted 500

YOGA BEHIND BARS

PO BOX 84494
SEATTLE,WA98124 		N/A PC General & Unrestricted 500

ZAKAT FOUNDATION OF AMERICA

PO BOX 639
WORTH,IL60482 		N/A PC General & Unrestricted 1,000
Total .................................right arrow 3a 216,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,553  
4 Dividends and interest from securities ....     14 81,128  
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 ............ 		525990 22,476 18 192,766  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -22,960 14 8,109  
bCLASS ACTION LAWSUIT PROCEEDS     01 61  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -484 284,617  
13Total. Add line 12, columns (b), (d), and (e)..................
13
284,133
(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.

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Form 990-PF (2024)
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TY 2024 DepreciationSchedule
Name:
Seidman Family Foundation
EIN:
13-6098204
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 GeneralExplanationAttachment
Name:
Seidman Family Foundation
EIN:
13-6098204
Identifier Return Reference Explanation
PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $192,766 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $22,476 TOTAL PART I, LINE 6A: $215,242 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $741,835 BOOK BASIS: $690,970 NET GAIN/(LOSS): $50,865 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $141,901
FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

TY 2024 InvestmentsCorpBondsSchedule
Name:
Seidman Family Foundation
EIN:
13-6098204
Name of Bond End of Year Book Value End of Year Fair Market Value
WORLD BK (IBRD) ETHICAL EUR EQ 100,000 96,340

TY 2024 InvestmentsCorpStockSchedule
Name:
Seidman Family Foundation
EIN:
13-6098204
Name of Stock End of Year Book Value End of Year Fair Market Value
10X GENOMICS CLASS A 205 57
3I GROUP PLC ADR 1,150 2,531
3M CO 456 645
908 DEVICES INC. 277 295
A P MOLLAR MAERSK A 844 493
ABB LTD 1,624 3,491
ABBOTT LABS 708 2,036
ABBVIE INC 1,278 3,021
ABN AMRO 244 369
ACCEL ENTERTAINMENT ORD SHS CL 251 256
ACCENTURE PLC 610 2,111
ACS ACTIVIDADES CO UNSP ADR 284 612
ACUITY BRANDS INC 233 292
ADECCO S.A. UNSP/ADR 623 281
ADIDAS AG 725 1,461
ADMIRAL GROUP PLC 381 362
ADOBE SYSTEMS, INC 9,235 15,119
ADVANCED MICRO DEVICES INC 919 1,933
ADVANTEST CORP - ADR 643 1,593
ADYEN N.V. 1,549 1,056
AECOM TECHNOLOGY CORPORATION 119 427
AEGON N V ORD AMER REG 360 406
AENA SME S.A. ADR 579 898
AEON CO LTD ADR OTC 375 350
AERCAP HOLDING N.V 654 1,053
AES CORP 160 219
AFFIRM HOLDINGS INC CL A 203 305
AFLAC INC 253 621
AGEAS SPONS ADR 558 582
AGILENT TECHNOLOGIES INC 163 537
AIA GROUP LTD ADR 3,811 2,824
AIR PRODS & CHEM INC 544 870
AIRBNB 509 657
AIRBUS GROUP 2,537 3,585
AJINOMOTO INC UNSPONS ADR 291 407
AKAMAI TECH COM STK 157 287
AKZO NOBEL NV-ADR 1,033 838
ALBEMARLE CP 106 172
ALCON INC 10,181 12,054
ALEXANDRIA REAL ESTATE EQUITIE 532 390
ALFA LAVAL AB 730 831
ALIGN TECHNOLOGY, INC 221 209
ALLIANT CORP 341 651
ALLIANZ SE 2,746 3,879
ALLSTATE CORP 400 578
ALNYLAM PHARMACEUTICALS, INC 230 471
ALPHABET INC CL A 2,903 10,979
ALPHABET INC CL C 2,433 9,522
ALSTOM 653 529
ALTRIA GROUP INC 1,145 1,046
AMADEUS IT HLDS SA 620 988
AMAZON COM 4,161 19,526
AMER INTERNATIONAL GROUP INC 425 582
AMERCO 33 69
AMERCO NON VOTING ORD SHS SERI 143 256
AMERICAN EXPRESS CO 500 2,078
AMERICAN TOWER REIT INC 13,329 13,022
AMERICAN WATER WORKS COMPANY I 5,888 8,465
AMERIPRISE FINANCIAL INC 659 1,065
AMERIS BANCORP 262 501
AMETEK INC 158 541
AMGEN INC 788 1,303
AMPHENOL CORPORATION 95 139
AMPLIFY ENERGY CORP 806 792
ANALOG DEVICES INC 498 1,275
ANHEUSER BUSCH COS INC 4,079 1,702
ANSYS INC 271 337
ANTERO MIDSTREAM CORPORATION 315 438
ANZ GROUP HOLDINGS LIMITED ADS 2,841 2,867
AON PLC CL A 181 718
API GROUP CORPORATION 284 324
APOLLO GLOBAL MANAGEMENT, INC 385 991
APPLE INC 5,199 35,559
APPLIED MATERIALS INC 240 1,626
APPLOVIN CORP 109 971
ARCELORMITTAL 1,619 1,596
ARCH CAPITAL GROUP LTD 192 554
ARCHER DANIELS MDLND 401 253
ARDMORE SHIPPING ORD SHS 163 109
ARES MANAGEMENT CORPORATION 531 708
ARGENX SE 892 1,230
ARISTA NETWORKS 195 1,326
ARKEMA S/ADR 1,042 910
ASAHI GLASS ADR 431 452
ASAHI KAISAI CP ADR 2,084 1,620
ASHTEAD GROUP PLC 426 1,223
ASICS CORPORATION 298 295
ASML HOLDING NV NY REG SHS 3,742 21,485
ASSA ABLOY UNSP/ADR 939 1,319
ASSICURAZIONI GENERALI 1,121 1,129
ASSOCIATED BRITISH FOODS PLC 917 587
ASTELLAS PHARMA INC 911 753
ASTRAZENECA 15,497 21,032
ASXFY 1,729 1,491
AT&T, INC 2,002 1,913
ATI INC 118 220
ATLAS COPCO AB A SHS ADR 1,306 1,755
ATLAS COPCO AB B SHS ADR 779 1,122
ATLASSIAN CORP CL A 780 487
ATMOS ENERGY CORP 109 139
AURORA INNOVATION CL A 272 315
AUTODESK, INC 7,706 10,641
AUTOMATIC DATA PROCESSING INC 327 1,171
AVIVA PLC 1,155 924
AXA ADS 2,184 2,597
AXON ENTERPRISE 206 594
BAE SYSTEMS PLC 1,378 1,772
BAKER HUGHES COMPANY 292 656
BALL CP 6,036 6,395
BANCFIRST CORPORATION 113 469
BANCO BILBAO ARG SA 656 2,274
BANCO SANTANDER CEN 2,781 2,677
BANK NEW YORK MELLON CORP COM 438 845
BANK OF AMERICA CORP 1,166 3,120
BANK OF IRELAND GROUP 448 412
BARCLAYS PLC ADR 1,403 2,020
BARRATT DEVEL 357 351
BATH & BODY WORKS, INC 319 155
BAXTER INTERNATIONAL INC 269 204
BAYER A G SPONSORED ADR 3,698 834
BAYERISCHE MOTOREN WERKE AG UN 1,078 874
BECTON DICKINSON & CO 633 681
BERRY PLASTICS GROUP INC 192 388
BIGLARI HOLDINGS INC 150 254
BILL COM HOLDINGS 540 169
BIOGEN INC 575 306
BIOMARIN PHARMACEUTICAL INC 314 197
BLACKROCK INC 665 2,050
BLOCK INC 401 510
BNP PARIBAS SPONS ADR 2,077 2,272
BOC HK HLDGS LTD S/ADR 726 833
BOEING CO 704 885
BOLIDEN AB 1,785 1,501
BOSTON SCIENTIFIC 792 1,876
BOUYGUES SA UNSP 720 650
BRAMBLES LTD UNSP AD 1,358 1,798
BRENNTAG AG UNSP ADR 579 395
BRIDGESTONE CORP UNSP ADR 912 839
BRIGHT HORIZONS FAMILY SOLUTIO 8,683 9,311
BRISTOL-MYERS SQUIBB CO 1,006 1,018
BRITISH AMERICAN TOBACCO PLC 4,920 3,196
BROADCOM INC 1,257 9,505
BROADRIDGE FINANCIAL 101 452
BROOKLINE BANCORP INC DEL COM 200 212
BROWN FORMAN CORP CL B 173 152
BUILDERS FIRST SOURCE INC 266 286
BUNGE GLOBAL SA 134 156
BUNZL PLC SPONSORED ADR 844 1,163
BURLINGTON STORES, INC 189 285
CABOT CP 80 183
CACTUS, INC. CLASS A 198 233
CADENCE DESIGN SYSTEMS INC 469 901
CAESARS ENTERTAINMENT INC 317 234
CALRSBERG AS SP ADR REP B 422 381
CANON INC 1,647 1,563
CAP GEMINI SA UNSP/ADR 614 1,071
CAPCOM CO LTD 338 338
CAPITAL ONE FINANCIAL CORP 282 713
CARLISLE COS INC 86 369
CARMAX INC 243 327
CARNIVAL CORP 135 299
CARREFOUR S.A 738 598
CARRIER GLOBAL 226 819
CARVANA CO. 245 203
CASEY'S GENERAL STORES, INC 115 396
CATERPILLAR INC 682 1,814
CAVA GROUP INC 184 226
CBRE GROUP 397 656
CCM COMMUNITY IMPACT BOND FUND 207,390 191,975
CDW CORP 82 348
CELEBRATE INTERNATIONAL HOLDIN 431 302
CELLNEX TELECOM ADR 443 359
CENCORA INC 379 449
CENTENE CORP 226 424
CENTRAL JAPAN RY CO ADR 2,441 1,627
CF INDUSTRIES HOLDINGS, INC 81 171
CHAMPIONX CORP 229 245
CHARLES RIV LABORATORIES INTL 271 185
CHARLES SCHWAB CORP 478 1,110
CHARTER COMMUNICATIONS, INC 196 343
CHECK POINT SOFTWARE TECHNOLOG 369 560
CHENIERE ENERGY INC 542 859
CHIPOTLE MEX GRILL 10,660 10,372
CHUBB LIMITED 1,048 1,382
CHUGAI PHARMACEUTICAL CO., LTD 712 1,069
CHURCH & DWIGHT 167 419
CIGNA CORPORATION 462 828
CINCINNATI FINANCIAL CORP 172 431
CINTAS CRP 66 548
CISCO SYSTEMS INC 869 1,954
CITIGROUP INC 1,122 1,549
CLEAN ENERGY FUELS CORP 191 133
CLOUDFLARE, INC. 366 323
CME GROUP, INC 353 929
CMS ENERGY CP 355 667
CNA FINANCIAL CORPORATION 409 435
COCA COLA EUROPEAN PARTNERS PL 363 461
COCA COLA HBC AG 375 373
COCHLEAR ORD PLC 978 1,344
COGNIZANT TECHNOLOGY SOLUTIONS 348 461
COINBASE GLOBAL 125 497
COLGATE-PALMOLIVE COMPANY 646 909
COLOPLAST AS ADR 669 630
COMCAST CORP 1,221 1,651
COMFORT SYSTEMS USA INC 318 424
COMMERZBANK AG-SPONS ADR 195 518
COMMMUNITY HEALTHCARE TRUST 265 134
COMMONWEALTH BK AUS-SP ADR 4,247 6,409
COMPAGNIE DE SAINT G 1,076 2,107
COMPAGNIE FINANCIERE RICHEMONT 1,281 2,641
COMPASS GROUP PLC ADR 1,197 2,183
COMPUTERSHARE LTD ADR 776 1,427
CONSTELLATION BRANDS INC 281 442
CONSTELLATION ENERGY GROUP INC 332 1,119
CONTL AG SPONS ADR 329 331
COPART INC 479 631
CORNING INC 179 475
CORPAY INC 140 338
CORTEVA INC 349 570
COSTAR GROUP, INC 79 286
COSTCO WHOLESALE CORPORATION 807 4,581
COUPANG ORD SHS CL A 231 308
COVESTRO AG 533 637
CREDIT AGRICOLE SA 525 458
CRODA INTL 902 587
CROWDSTRIKE HOLDINGS, INC 404 684
CROWN CASTLE INTL 342 363
CROWN HOLDINGS INC 213 165
CSL LTD 3,416 4,028
CSX CORP 232 871
CUMMINS INC 180 697
CVS CAREMARK CORP 989 628
CYBERARK SOFTWARE LTD 335 666
CYTOKINETICS INC 175 94
D R HORTON 177 559
DAI NIPPON PRINTING LTD JAPANS 257 362
DAIFUKU CO LTD UNSPONSRED ADS 307 268
DAIICHI SANKYO CO LTD SPONSORE 399 1,556
DAIKIN INDS LTD ADR 2,141 1,234
DAIMLER TRUCK HLDG 682 813
DAITO TRUST CONST SPON ADR 1,930 1,171
DAIWA HOUSE IND LTD 1,896 1,965
DAIWA SECURITIES GROUP 445 489
DANAHER CORP 393 1,607
DANSKE BANK A S SPON 645 764
DARDEN RESTAURANTS INC 188 560
DASSAULT SYS SA SPN ADR 448 827
DATADOG INC 396 429
DBS GROUP HLDGS SPON ADR 1,426 2,817
DEERE CO 228 1,271
DELEK US HLDGS INC 136 148
DELIVERY HERO 286 197
DELL TECHNOLOGIES INC CLASS C 275 230
DELTA AIR LINES INC 488 726
DENSO CORP ADR 963 854
DENTSU INC 467 360
DEUTSCHE BANK AG 1,616 1,637
DEUTSCHE BOERSE ADR 1,073 1,542
DEUTSCHE POST AG - OLD 1,577 1,361
DEUTSCHE TELE AG ADS 1,878 3,164
DEXCOM, INC 78 311
DIAGEO PLC ADS 2,812 2,543
DIGITAL RLTY TR INC 542 709
DISCO CORPORATION 462 816
DISCOVER FINL SVCS COM 231 520
DNB BANK ASA 1,329 1,433
DOCUSIGN INC 771 360
DOLLAR GENERAL CORP 145 152
DOLLAR TREE INC 157 150
DOMINION ENERGY INC 820 700
DOORDASH ORD SHS CLASS A 426 671
DOVER CORP 196 750
DOW INC 446 361
DRAFTKINGS INC 69 186
DSFIY 1,207 916
DSV UNSP ADR EACH REPR 0.5 ORD 731 1,381
DT MIDSTREAM INC 752 1,392
DTE ENERGY CO COM 401 725
DU PONT DE NEMOURS 435 458
DUFRY ADR 321 328
DUKE ENERGY CO 779 1,185
E.ON AG SPON ADR REP 1/3 ORD N 1,179 1,292
EAST JAPAN RAILWAY C 1,467 1,068
EAST WEST BANCORP, INC 4,458 7,469
EATON CORP PLC 5,226 11,615
EBAY INC 243 434
ECOLAB INC 8,482 10,779
EDP-ELECTRICIDADE DE PORTUGAL 2,148 1,512
EDWARDS LIFESCIENCES 131 370
EISAI CO. CMN 555 290
EL PASO CORPORATION 263 160
ELASTIC NV 104 99
ELBIT SYSTEMS LTD 256 516
ELECTRONIC ARTS 197 439
ELEVANCE HEALTH INC 417 1,107
ELEZY 757 820
ELI LILLY & CO 661 6,176
EMERSON ELECTRIC CO 331 868
ENCORE ENERGY CORP CAD 132 136
ENEL SOCIETA PER AZI 2,392 2,754
ENERGY FUELS INC 67 108
ENPHASE ENERGY ORD SHS 91 137
ENTAIN PLC 743 267
ENTERGY CORP 138 303
EPAM SYSTEMS INC 327 234
EPIROC AB 941 694
EQUIFAX INC 398 510
EQUINIX, INC 295 943
EQUITY COMMONWEALTH 291 16
ERICSSON L M TEL CO 1,178 1,016
ERSTE BK DER OEST SP 229 584
ESSILOR INTL ADR 1,528 2,413
ESTEE LAUDER COMPANIES INC 174 150
EVEREST RE GROUP LTD 194 362
EVERSOURCE ENERGYINC 467 574
EVOLUTION GAMING GROUP AB ADR 1,154 615
EVOLUTION PETROLEUM CORPORATIO 1,302 905
EXACT SCIENCES CORPORATION 307 169
EXELIXIS, INC. 224 366
EXELON CORPORATION 301 452
EXP WORLD HOLD INC 270 230
EXPEDIA INC 291 373
EXPEDITORS INTL WASH INC 114 111
EXPERIAN GROUP LTD S/ADR 622 1,496
EXPRO GROUP HOLDINGS ORD SHS 206 125
EXTRA SPACE STORAGE 175 299
FANUC LIMITED UNSPONSORED 1,311 1,056
FAST RETAILING CO LT 968 2,024
FASTENAL COMPANY 147 503
FEDEX CORPORATION 288 563
FERGUSON PLC 373 347
FERRARI NV 429 1,275
FIDELITY NATIONAL FINANCIAL IN 171 393
FIDELITY NATIONAL INFORMATION 350 565
FIRST SOLAR INC 4,654 7,402
FISERV, INC 312 1,438
FIVE BELOW INC 365 210
FLEX LNG ORD SHS 683 596
FLOOR AND DECOR HOLDINGS 129 299
FORD MOTOR COMPANY 691 446
FORESTAR REAL ESTATE GROUP INC 509 415
FORTESCUE METALS G ADR EA REPR 2,053 1,916
FORTINET INC 48 756
FORTIVE CORPORATION 212 450
FORTUNE BRANDS INNOVATIONS INC 204 342
FOX CORP CL B 209 412
FRESENIUS MED CAR AG 668 385
FRESENIUS SE S ADR 1,542 674
FRP HOLDINGS INC 266 276
FUJIFILM HOLDINGS ADR NPV 938 1,457
FUJITSU LTD ADR OTC 534 1,264
FUTU HOLDING ADR 363 320
GALAXY ENTMT GROUP UNSPONSORED 847 546
GALLAGHER ARTHUR J & CO 120 852
GAMESTOP CORP 153 157
GARMIN LTD 447 619
GARTNER INC 429 484
GE HEALTHCARE TECHNOLOGIES INC 217 313
GE VERNOVA 165 987
GEBERIT AG ADR 849 901
GEN DYNAMICS CP 272 527
GENERAC HOLDING INC 445 155
GENERAL ELECTRIC CO 656 2,001
GENERAL MILLS INC 402 446
GENERAL MOTORS 455 639
GENUINE PARTS COMPANY 129 117
GERNON CORP 154 117
GILEAD SCIENCES INC 1,173 1,108
GIVAUDAN SA UNSP/ADR 1,003 2,264
GLOBAL PAYMENTS INC 178 336
GODADDY INC 146 395
GOLAR LNG LTD 638 1,227
GOLDMAN SACHS GROUP 530 1,718
GRAB HOLDINGS 280 486
GRAINGER W W INC 196 1,054
GREENS PLAINS INC 202 57
GROUPE DANONE ADS 1,239 1,218
GSK PLC 3,685 3,145
GXO LOGISTICS 90 174
HALEON PLC 1,083 1,393
HALLIBURTON COMPANY 672 489
HALMA PLC ADR 531 617
HANG SENG BANK LTD S/ADR 390 439
HANNON ARMSTRONG SUST INFRAST 5,493 5,634
HANNOVER RUCKVISCG SP/ADR 472 415
HARTFORD FINANCIALSERVICES GRO 276 766
HCA INC 252 600
HECLA MINING CO 153 133
HEIDELBERGCEMENT AG UNSPONSORE 501 729
HEINEKEN N V S ADR 664 566
HELMERICH PAYNE 247 160
HENRY SCHEIN INC 302 346
HERMES INTL 10 ADR 648 2,151
HEWLETT PACKARD ENTERPRISE CO 123 299
HEXAGON 1,253 890
HF SINCLAIR CORPORATION 255 210
HILTON GRAND VACATIONS INC. 39 78
HILTON WORLDWIDE HOLDINGS, INC 175 989
HITACHI LTD 1,408 4,204
HOLCIM LTD SPON ADS 1,363 2,355
HOLOGIC, INC 188 360
HOME DEPOT INC 1,308 3,890
HONDA MOTOR CO LTD 2,085 2,113
HONEYWELL INTL 686 1,581
HONG KONG EX&CL UNSP/ADR 1,414 1,801
HOWARD HUGHES CORP 416 308
HOYA CORP SPONS ADR 506 1,612
HP INC 116 326
HSBC HOLDINGS PLC 5,824 6,479
HUBBELL INCORPORATED 102 419
HUBSPOT INC 705 697
HUMANA INC 179 254
HUNT J B 141 341
HUNTINGTON BANCSHARES INC 298 537
HUNTINGTON INGALLS INDUSTRIES 124 189
I-80 GOLD CORP 154 33
IBERDROLA ADR 2,379 3,860
IDEX CP 227 628
IDEXX CORP 543 413
ILLINOIS TOOL WORKS 273 761
ILLUMINA INC COM 352 267
IMCD GROUP 327 297
IMPERIAL BRANDS PL 1,025 1,122
INDUSTRIA DE DISENO 1,284 1,888
INFINEON TECH ADS 1,163 1,784
INFORMA PLC SPONSORED ADR 520 766
ING GROUP N V SPONSORED ADR 1,304 1,692
INGERSOLL-RAND INC 98 633
INNOVEX INTERNATIONAL INC 643 182
INSMED INC COM DE 152 138
INSULET CORPORATION 137 261
INSURANCE AUSRLA UNSP/ADR 901 1,545
INT'L FLAVORS & FRAGRANCES INC 431 338
INTEL CORP 1,316 782
INTERCONTINENTAL EXCHANGE, INC 385 1,341
INTERCONTINENTAL HOTELS GROUP 506 999
INTERNATIONAL BUSINESS MACHINE 1,039 1,759
INTERNATIONAL SEAWAYS INC 135 108
INTERTEK GROUP UNSP ADR 437 417
INTESA SANPAOLO SPA 1,291 1,666
INTUIT 737 1,886
INTUITIVE SURGICAL 242 2,088
INVITATION HOMES INC. 468 480
IONIS PHARMACEUTICALS INC 308 175
IQVIA HOLDINGS INC 371 393
IRON MOUNTAIN 134 526
ISHARES TRUST ESG AWARE USD CO 132,496 138,500
ISRAEL CHEMICALS LTD 634 642
ISUZU MOTORS UNSP/ADR 280 361
J SAINSBURY 541 655
JAMES HARDIE IND ADR 818 1,078
JAPAN EXCHANGE GROUP INC 171 334
JAPAN TOB INC 2,019 1,382
JBG SMITH PROPERTIES 380 154
JERONIMO MARTINS 646 609
JOHNSON & JOHNSON 3,018 3,326
JOHNSON CONTROLS INTERNATIONAL 274 474
JP MORGAN CHASE 3,074 6,712
JP MORGAN STRATEGIC INCOME OPP 175,442 175,731
JULIUS BAER GROUP LTD 623 721
KAO CORP 899 760
KBC GROUP SA UNSP ADR 4,160 5,631
KBR INC 85 290
KDDI CP UNSP ADR 1,515 1,859
KENVUE INC 357 363
KERING UNSPON ADR EA REPR 0.1 1,369 690
KEURIG DR PEPPER INC 1,198 418
KIMBERLY CLARK CORP 505 524
KINETIK HOLDINGS INC 321 454
KINGFISHER PLC 548 367
KINGSPAN GROUP 471 364
KIRIN BREWERY LTD 351 325
KLA TENCOR CORP 69 630
KNIGHT SWIFT TRANSPORTATION HO 247 371
KNORR BREMSE ADR 388 361
KOMATSU LTD 960 1,421
KONE OYJ ADR B SHS 1,008 925
KONINKLIJKE AHOLD DELHAIZE NV 940 1,369
KONINKLIJKE PHILIPS ELECTRONIC 550 608
KRAFT HEINZ CO 377 307
KROGER CO 299 428
KUBOTA CORPORATION 1,395 1,041
KUENE & NAGEL INTL AG ADR 1,018 734
KYOCERA CORP ADR 1,315 914
L'AIR LIQUIDE ADR OTC 2,561 4,031
L'OREAL ADR 1,894 2,746
L3HARRIS TECHNOLOGIES 271 631
LAM RESEARCH CORP 155 1,445
LANTHEUS HOLDINGS INC 116 89
LAS VEGAS SANDS CORP 216 257
LASERTEC ADR 655 339
LEAR CORP 241 189
LEGAL & GENERAL GROUP 632 493
LEGRAND INC 880 1,043
LENNAR CORP 275 818
LEONARDO S.P.A. AMER DEP RECEI 452 567
LIBERTY MEDIA CORPORATION - SE 54 252
LIBERTY MEDIA CORPORATION - SE 83 371
LIBERTY OILFIELD SVCS INC COM 166 219
LINDE PLC COM 8,595 11,304
LIVE NATION INC COM 213 259
LIVE OAK BANCSHARES, INC. 127 119
LLOYDS BANKING GROUP PLC 2,300 1,833
LOCKHEED MARTIN CORP 847 1,458
LOGITECH INTERNATIONAL 527 659
LONDON STK EXCHANGE GROUP 1,450 2,784
LONZA GROUP AG UNSP/ADR 940 1,352
LOWES COMPANIES INC 450 1,481
LUCID GROUP 251 97
LULULEMON ATHLETICA INC 7,205 8,413
LVMH MOET HENN UNSP 3,004 6,142
LYFT INC 187 129
LYONDELLBASELL INDUSTRIES NV 369 371
M&T BANK CORP 241 376
MAKITA CORP 319 336
MANHATTAN ASSOCIATES INC 64 270
MARATHON DIGITAL HOLDINGS INC 159 134
MARATHON PETROLEUM CORP 198 977
MARKS & SPENCER GRP ADR 340 330
MARRIOTT INTERNATIONAL INC. CL 279 1,116
MARSH AND MCLENNAN COMPANIES I 325 1,274
MARVELL TECHNOLOGY, INC 193 994
MASTERCARD INC 15,652 26,328
MATCH GROUP INC 660 131
MATTERPORT CL A 225 242
MCCORMICK & CO 8,018 11,588
MCDONALD'S CORP 1,173 2,899
MCKESSON CORP 170 1,140
MEDTRONIC PLC 1,103 1,118
MERCADOLIBRE, INC 8,008 6,802
MERCEDES-BENZ GROUP 1,527 1,672
MERCHANTS BANCORP 243 219
MERCK & CO INC 1,297 2,586
MERCK KGAA SPON ADR EACH REPR 387 573
META PLATFORMS INC 3,255 12,296
METLIFE INC 668 737
MGM RESORTS INTERNATIONAL 177 277
MICHELIN CIE GEN UNSP/ADR 451 377
MICROCHIP TECHNOLOGY INC 163 401
MICRON TECHNOLOGY 166 926
MICROSOFT CORP 38,096 65,332
MICROSTRATEGY INCORPORATED 404 290
MITSUBISHI ELEC UNSP/ADR 893 1,356
MITSUBISHI ESTATE CO ADR 1,608 1,335
MITSUBISHI HEAVY INDUSTRIES LT 1,634 1,511
MITSUBISHI UFJ FINANCIAL GROUP 2,334 4,383
MITSUI FUDOSAN CO 1,323 1,438
MITSUI OSK LINES LTD 870 938
MIZUHO FINANCIAL GRO 1,562 2,064
MODERNA, INC 651 166
MOHAWK INDS INC 373 238
MONDAY.COM LTD 261 235
MONDELEZ INTERNATIONAL INC 827 1,135
MONDI PLC ADR 364 294
MONGODB INC CL A 486 233
MONOLITHIC POWER SYSTEMS, INC 574 592
MONOTARO CO., LTD 268 289
MONSTER BEVERAGE CORP 453 473
MOODYS CORP 194 947
MORGAN STANLEY 508 1,509
MORNINGSTAR, INC 79 337
MOTOROLA SOLUTIONS INC 314 924
MOWI ASA SPONSORED ADR 1,129 785
MS&AD INS GROUP ADR 528 1,176
MSCI INC 1,504 10,800
MTU AERO ENGINES 486 663
MUENCHENER RUECKVERS 960 2,405
MURATA MFG INC UNSP/ADR 1,212 1,199
NASDAQ OMX GROUP 113 464
NATERA INC 82 317
NATIONAL AUSTRALIA BK LTD 3,148 3,524
NATIONAL GRID TRANSCO PLC 2,166 2,317
NATWEST GROUP ADR REPRESENTING 1,054 1,403
NESTE OYJ 3,236 1,310
NESTLE S.A 7,405 7,435
NETAPP, INC 78 348
NETFLIX INC 437 3,565
NEUROCRINE BIOSCIENCES, INC 103 273
NEW FORTRESS ENERGY A 188 76
NEWMONT GOLDCORP CORPORATION 256 447
NEWS CORP LTD CL A 171 358
NEXON COMPANY 371 223
NEXPOINT DIVERSIFIED REIT 272 281
NEXTERA ENERGY, INC 593 1,649
NEXTRACKER INC 5,772 4,932
NICE SYSTEMS LTD 329 510
NIDEC CORPORATION ADR 771 758
NIKE INC-CL B 10,796 9,913
NINTENDO CO LTD ADR UNSPON 1,833 2,546
NIPPON TELEGRAPH & TELEPHONE C 1,794 1,723
NIPPON YUSEN KABUSHIKI KAISHA 573 769
NISSAN MOTOR LTD ASR 923 693
NITTO DENKO ADR 821 1,091
NN GROUP N.V. 828 830
NOBLE CORPORATION 210 157
NOKIA 1,028 948
NOMURA HOLDINGS ADR 1,072 1,112
NOMURA RESEARCH INST LTD 631 617
NORDEA BANK ABP 1,601 1,394
NORSK HYDRO ASA 1,495 1,400
NORTHEAST UTIL 201 269
NORTHERN TRUST CORPORATION 281 410
NORTHROP GRUMMAN CORP 600 939
NORWEGIAN CRUISE LINE HOLDINGS 175 232
NOTORI HOLDINGS 300 355
NOV INC 638 277
NOVAGOLD RESOURCES 138 127
NOVARTIS AG ADR 4,820 6,617
NOVO NORDISK A S 3,122 9,290
NOVOZYMES A/S UNSP/ADR 1,029 1,187
NTT DATA CORP LTD 520 685
NUTANIX INC 140 245
NUVEEN ESG US HIGH YIELD CORPO 73,428 75,327
NVENT ELECTRIC PLC 83 341
NVIDIA CORP 18,917 64,458
O'REILLY AUTOMOTIVE INC 222 1,186
OCEANFIRST FINANCIAL CORP 334 272
OIL STATES INTL INC 225 116
OKTA INC 480 158
OLD DOMINION FREIGHT LINE 46 353
OLD REP INTL CORP 199 507
OLYMPUS CORP 556 565
OMRON CORP S/ADR 269 268
ON SEMICONDUCTOR 290 252
ONEOK INC 253 1,004
ONO PHARMACEUTICAL ADR 1,169 348
ORACLE CORP 571 2,666
ORANGE (DELISTED PCO) 1,407 915
ORIENTAL LAND ADR 1,496 1,031
ORION OFFICE REIT ORD SHS 41 7
ORIX CORP ADS 1,321 1,700
ORKLA ASA SPON ADR 679 745
ORMAT TECHNOLOGIES 4,942 6,027
ORSTED A S 1,456 448
OTIS WORLDWIDE CORP 337 556
OTSUKA HOLDINGS CO 838 1,060
OVERSEA-CHINESE ADR 995 1,250
OWENS CORNING 94 341
PACCAR INC 507 624
PALANTIR TECHNOLOGIES INC 437 1,513
PALO ALTO NETWORKS INC 3,983 19,652
PAN PAC INTL HLDGS UNSPONSORED 352 384
PANASONIC CORP ADR 1,125 1,230
PANDORA A S SPON ADREACH REP 0 160 419
PARAMOUNT GLOBAL ORD SHS CLASS 546 84
PARKER HANNIFIN CP 193 1,272
PAYCHEX 341 561
PAYCOM SOFTWARE 506 205
PAYLOCITY CORP 39 199
PAYPAL HOLDINGS, INC 326 854
PBF ENERGY INC 153 106
PEARSON PLC 495 774
PENTAIR INC. COM 196 604
PENUMBRA INC 194 237
PEPSICO INC 1,492 2,129
PERNOD RICARD S A SPONSORED AD 731 719
PERSIMMON PLC ADR 199 210
PFIZER INC 1,952 1,724
PG & E CORP 478 585
PHILIP MORRIS INTL 1,301 1,805
PHILLIPS 66 692 798
PHILLIPS EDISON AND COMPANY OR 171 187
PINTEREST INC 395 145
PNC FINANCIAL GROUP INC 7,705 10,607
PORSCHE AUTOMOBILE HOLDING SE 390 410
POWER ASSETS HLDGS SPON ADR RE 734 762
PPG INDUSTRIES INC 435 358
PPL CORPORATION 369 325
PRINCIPAL FINANCIAL GROUP 219 387
PROCTER GAMBLE CO 1,994 3,688
PROGRESSIVE CORP OHIO 391 1,438
PROLOGIS 6,460 9,407
PROSUS NV ADR 1,852 1,810
PROVIDENT FINL SVCS INC 222 302
PRUDENTIAL FINCL INC 557 830
PRUDENTIAL PLC SC 2,120 829
PRYSMIAN SPA MILANO 511 767
PUBLIC STORAGE INC 730 599
PUBLICIS GROUPE S.A 525 849
PURE STORAGE INC 208 246
PVH CORP 146 212
QANTAS AIRWAYS LIMITED 382 502
QBE INSURANCE GP UNSP/ADR 1,360 1,825
QIAGEN NV 172 267
QUALCOMM INC 779 1,690
QUANTA SVCS INC 296 632
RAYMOND JAMES FINANCIAL INC 384 466
RAYTHEON TECHNOLOGIES CORP 917 1,736
REALTY INCOME CORP 516 534
RECKITT BENCKISER GROUP 2,544 1,695
RECRUIT HOLDINGS CO 1,574 3,269
RED ELECTRICA DE ESPANA SA 1,071 832
REGENCY CENTERS CORP 404 444
REGENERON PHARMACEUTICALS INC 514 712
REGIONS FINANCIAL CORP 132 329
RELIANCE STL & ALMN 251 269
RELX PLC 1,497 3,043
RENAISSANCERE HOLDINGS LTD 203 249
RENAULT SA 287 365
RENESAS ELECTRONICS CORP 784 1,012
RENTOKIL INITIAL PLC SPON ADR 529 329
REPLIGEN CORP 184 144
RESIDEO TECHNOLOGIESINC COM 124 161
RESMED INC 104 457
REVOLUTION MEDICINES INC 112 175
REVVITY INC 464 335
REX AMERICAN RESOURCES CORPORA 149 208
REXEL SA ADR 368 306
REXFORD INDUSTRIAL REALTY INC 381 271
RHEINMETALL AG UNSPONSORD ADR 914 1,012
RING ENERGY INC 904 590
RITCHIE BROS AUCTIONEERS 69 271
RIVIAN AUTOMOTIVE INC CL A 217 133
RLJ LODGING TRUST 330 368
ROBERT HALF INTL INC 171 211
ROBINHOOD 64 298
ROBLOX ORD SHS CLASS A 182 289
ROCHE HOLDING AG GENUSSCHEIN ( 6,133 3,963
ROCHE HOLDING LTD ADR 21,346 19,010
ROCKWELL AUTOMATION INC 265 286
ROIVANT SCIENCES LTD 160 177
ROKU INC 225 149
ROLLS ROYCE GRP PLC S/ADR 679 2,355
ROPER INDUSTRIES 432 520
ROSS STORES, INC 187 605
ROYAL CARRIBEAN CRUISE 294 692
ROYAL GOLD INC COM 264 396
RPC INC 427 214
RPM INTERNATIONAL INC 129 369
RXO INC. COMMON STOCK 48 95
S&P GLOBAL INC COM 677 1,992
SAABY 329 293
SABLE OFFSHORE CORP 397 550
SAFRAN SA - UNSPON ADR 1,080 2,889
SAGE GROUP PLC UNS/ADR 768 763
SALESFORCE.COM 920 3,343
SAMPO PLC UNSPONSORED ADR 512 466
SANDOZ GROUP AG 453 729
SANDS CHINA LTD UNSP ADR 528 646
SANDVIK AB SPONS ADR 648 1,343
SANOFI-AVENTIS SPONSORED ADR 3,747 3,907
SAP AKTIENGESELL ADS 3,867 8,864
SBA COMMUNICATIONS CORP 363 408
SCHNEIDER ELEC UNSP/ADR 1,195 5,212
SCORPIO TANKERS INC 124 99
SEA LTD 1,076 1,379
SEADRILL LTD 120  
SECOM CO LTD ADR OTC 491 486
SEEK LTD 964 907
SEI INVESTMENTS 203 330
SEIKO EPSON CORP ADR 340 432
SEKISUI HOUSE LTD 660 932
SEMPRA ENERGY COM 372 702
SERVICE NOW 14,200 24,383
SEVEN & I HOLDINGS C 1,192 1,362
SEVERN TRENT PLC 484 476
SFL CORPORATION LTD 236 245
SGS SA UNSP ADR 422 377
SHERWIN-WILLIAMS CO 392 1,020
SHIMANO INC UNSP ADR EACH REPR 356 335
SHIN-ETSU CHEMICAL C 1,586 2,495
SHIONOGI & CO LTD 718 445
SHISEIDO CO LTD 437 212
SHOPIFY INC 9,715 14,993
SIEMENS AG 8,003 13,148
SIEMENS HEALTHINEERS AG 411 368
SIKA AG BEARER SHS 2,345 1,887
SIMMONS FIRST NATIONAL CORP 371 377
SIMON PPTY GROUP INC 407 517
SINGAPORE EXCHANGE L 849 969
SINGAPORE TELE ADR 625 541
SKANSKA AB SPONSORED ADR 479 566
SKECHERS U S A INC CL A 116 269
SKF AB ADR 768 582
SKYWORKS SOLUTIONS, INC 247 266
SMARTFINANCIAL INC 186 279
SMC CORPORATION 673 988
SMITH & NEPHEW PLC ADR 588 418
SMITHS GROUP ORD 37.5P 534 641
SMNEY 657 1,308
SMURFIT 345 377
SNAM SPA ADR 632 547
SNAP ON INC 337 679
SNOWFLAKE INC 934 463
SOCIETE GENERLE FRNCE ADR 1,319 802
SODEXHO ALLIANCE SA SP ADR 441 379
SOFI TECHNOLOGIES ORD SHS 165 308
SOFTBANK ADR 1,084 1,032
SOFTBANK CP UNSP ADR 852 1,873
SOLVENTUM CORPORATION 268 66
SOMPO JAPAN NIPPONKOA HOLDINGS 794 1,071
SONIC HEALTHCARE LTD SHS 1,284 1,151
SONOVA HOLDING AG AD 372 325
SONY GROUP CORP 1,278 4,549
SOUTH STATE CORPORATION 103 199
SOUTHERN COPPER CORP 164 182
SOUTHWEST AIRLINES 293 235
SPIRAXSARCO ENGINEERING PLC 621 604
SPIRE INC 235 271
SPOTIFY TECHNOLOGY SA 2,889 3,132
SS&C TECHNOLOGIES INC 232 530
SSE PLC SPON ADR 1,452 1,395
STANDARD CHARTERED 652 1,123
STANLEY BLACK & DECKER INC 308 241
STAR HOLDINGS 425 350
STARBUCKS CORP COM 6,773 8,486
STATE STREET CORPORATION 325 491
STEEL DYNAMICS INC 375 342
STELLANTIS ORD SHS 989 1,096
STEPAN CO 143 194
STMICROELECTRONICS 619 649
STORA ENSO OYJ 279 283
STRAUMANN HLDG 285 299
STRYKER CORPORATION 359 1,440
SUBARU CORPORATION 726 701
SUMITOMO METAL 1,627 1,415
SUMITOMO MITSUI FINCL GRP 1,613 2,999
SUMITOMO MITSUI TR HOLDINGS SP 381 470
SUN HUNG KAI PY LTD S/ADR 2,485 1,750
SUNTORY BEVERAGE & FOOD LTD AD 463 333
SUPER MICRO COMPUTER INC 291 305
SUZUKI MOTOR CORP UNSP ADR 798 720
SVENSKA HANDELSBK UNS ADR 734 623
SWATCH GROUP AG 737 308
SWEDBANK AB S/ADR 831 751
SWEETGREEN INC CL A 150 160
SWIRE PAC LTD A S/ADR 1,034 939
SWISS LIFE HOLDING UNSPONSORED 510 548
SWISS RE LTD ADR 1,232 1,840
SWISSCOM AG S/ADR 641 616
SYMRISE AG UNSPONSORED 904 951
SYNCHRONY FINANCIAL 222 520
SYNOPSYS, INC 900 971
SYSMEX CORP UNSP ASDR 490 297
T&D HOLDINGS INC TOKYO 187 356
T-MOBILE US INC 254 662
T. ROWE PRICE GROUP 215 339
TAIWAN SEMICONDUCTOR MFG CO LT 3,117 10,862
TAKE-TWO INTERACTIVE SOFTWARE 67 368
TAKEDA PHARMACEUTICAL COMPANY 1,727 1,192
TAPESTRY INC 134 261
TARGA RESOURCES CORP 432 1,071
TARGET CORPORATION 368 676
TDK CORP 403 1,128
TECHNIPFMC PLC 304 405
TECHTRONIC INDS SPD ADR 491 787
TEEKAY CORP 109 146
TELEFONICA S A ADR 1,048 864
TELENOR ASA 788 758
TELEPERFORMANCE SA 898 214
TELIASONERA ADR 418 371
TELSTRA GROUP LTD 2,474 1,663
TEMENOS GROUP AG 258 280
TENARIS SA-ADR 1,240 1,625
TERNA RETE ELETTRICA 415 541
TERUMO CORP 727 741
TESCO PLC S ADR 1,279 1,963
TESLA MOTORS INC 1,041 10,904
TEVA PHARMACEUTICAL INDUSTRIES 413 1,058
TEXAS INSTRUMENTS INC 442 1,688
TEXTRON INC 207 382
THALES S.A. 593 686
THE BLACKSTONE GROUP INC CL A 861 1,207
THE COCA-COLA CO 1,558 2,304
THE JM SMUCKER COMPANY 122 110
THE MOSAIC CO 170 147
THE TRADE DESK INC 462 705
THERMO FISHER SCIENTIFIC INC 13,059 14,046
TIAA-CREF SOCIAL CHOICE BOND F 205,919 191,429
TJX COMPANIES INC 401 1,450
TOKIO MARINE HOLDINGS INC 855 2,377
TOKYO ELECTRON LTD 341 2,567
TORAY INDUSTRIES INC 1,031 1,283
TOTO LTD ADR OTC 297 263
TOYOTA INDUSTRIES CORPORATION 630 974
TOYOTA MTR CORP 6,809 7,201
TRACTOR SUPPLY CO COM 167 531
TRANE TECHNOLOGIES PLC 128 1,108
TRANSUNION COM USD0.01 178 371
TRAVELERS COMPANIES INC 6,736 13,490
TREASURY WINE ESTATES ADR 856 831
TREND MICRO INCORPORATED ADS 225 270
TRICO BANCSHARES 239 393
TRIMBLE NAV LTD 129 424
TRUIST FINANCIAL CORPORATION 379 521
TWILIO INC 151 324
TYLER TECHNOLOGIES, INC 167 577
TYSON FOODS INC CL A 317 345
UBER 748 1,327
UBS AG 2,031 3,760
UBS SUSTAINABLE DEVELOPMENT BA 179,316 167,550
UCB UNSP ADR 444 791
UIPATH ORD SHS CLASS A 229 140
ULTA SALON, COSMETICS & FRAGRA 181 435
UNICHARM CORP - SPN ADR 273 318
UNICREDIT SPA 1,090 2,138
UNILEVER PLC AMER 19,848 21,263
UNION PACIFIC 10,575 10,718
UNITED OVRSEAS BK LTD ADR 1,213 1,760
UNITED PARCEL SERVICE 839 1,009
UNITED RENTALS INC 461 704
UNITED STATES STEEL CORP 198 340
UNITED THERAPEUTICS CORP 91 353
UNITED UTILITS ADR 584 710
UNITEDHEALTH GROUP INC 1,089 4,553
UNITY SOFTWARE INC 506 112
UNIVERSAL HLTH SVC B 235 359
UNIVERSAL MUSIC GROUP 687 587
UPM KYMMENE CORP 325 470
URANIUM ENERGY CORP COM 96 174
US BANCORP 902 1,004
V F CORP 170 215
VAIL RESORTS INC 124 187
VALARIS PLC 224 133
VALERO ENERGY CORP 469 736
VAT GROUP AG 451 339
VAXCYTE INC 206 246
VEEVA SYSTEMS INC 202 421
VEOLIA ENVIRONN ADS 624 731
VERA BRADLEY, INC 268 252
VERALTO CORPORATION 133 306
VERISK ANALYTICS, INC 8,563 13,772
VERIZON COMMUNICATIONS 1,967 1,720
VERTEX PHARMCTLS INC 367 1,208
VERTIV CL A 47 227
VESTAS WIND SYS UNSP/ADR 883 761
VICI PROPERTIES INC 480 438
VIKING THERAPEUTICS INC 163 80
VINCI SA ADR 1,764 2,002
VISA INC 1,284 5,373
VITAL SIGNS INC. 1,530 4,372
VIVENDI SA 308 215
VODAFONE GROUP PLC 1,821 1,146
VOLKSWAGEN AG ADR 1,415 1,040
VOLVO AS-A ADR 847 2,222
VONOVIA SE 2,225 1,385
VULCAN MATERIALS CO 369 1,029
WAL-MART STORES INC 1,045 4,337
WALGREENS BOOTS ALLIANCE 192 75
WALT DISNEY HOLDINGS CO 1,342 2,338
WARNER BROS. DISCOVERY, INC 668 307
WASHINGTON FED INC 115 161
WASTE MANAGEMENT INC 262 1,009
WAYFAIR INC 169 44
WEC ENERGY GROUP, INC 409 752
WELLS FARGO & CO 1,894 2,599
WELLTOWER INC. 325 756
WESFARMERS LTD ADR 2,304 2,860
WEST JAPAN RAILWAY C 809 385
WEST PHARMA SVCS INC 329 328
WESTERN DIGITAL CORP 146 239
WESTINGHOUSE AIR BRAKE TECHNOL 3,225 7,963
WH GROUP LIMITED SPON ADR EACH 449 585
WHITEBREAD PLC AMERICAN 519 400
WILLIAMS SONOMA INC 316 370
WILLIS TOWERS WATSON 146 313
WILMAR INTERNATIONAL LTD 987 1,087
WINTRUST FINANCIAL CORPORATION 186 374
WIX COM LTD 328 429
WOLTERS KLUWER S/ADR 262 990
WOODWARD INC 99 333
WORKDAY INC 155 516
WORLD KINECT CORP 216 248
WPP PLC 1,542 771
WYNN RESORTS 188 172
XCEL ENERGY INC 426 540
XP INC CL A 163 83
XPO LOGISTICS INC 41 262
XYLEM INC 4,828 7,077
YARA INTERNATIONAL ASA 1,530 1,064
YASKAWA ELEC CORP 381 255
YUM BRANDS INC 340 671
Z HOLDINGS CORP 331 320
ZEBRA TECHNOLOGIES CORP 254 386
ZILLOW GROUP, INC (CL A) 139 283
ZIMMER BIOMET HOLDINGS 278 423
ZOETIS INC 406 978
ZOOM VIDEO COMMUNICATIONS INC 1,161 326
ZSCALER INC 169 180
ZURICH INS GROU ADR 1,375 2,880

TY 2024 InvestmentsOtherSchedule2
Name:
Seidman Family Foundation
EIN:
13-6098204
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BRIDGE WORKFORCE AND AFFORD II   147,797 205,976
BRIDGE WORKFORCE AND AFFORDABL   61,973 271,924
CIBUS CLARA FUND LP   179,383 204,947
CIBUS INVESTMENTS II LIMITED   198,594 174,149
ENERGY STORAGE (FEEDER) INVEST   265,675 260,003
RETHINK IMPACT LP   171,881 520,845
THE RISE FUND III, LP   112,044 165,419

TY 2024 LegalFeesSchedule
Name:
Seidman Family Foundation
EIN:
13-6098204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 1,892     1,892


TY 2024 OtherExpensesSchedule
Name:
Seidman Family Foundation
EIN:
13-6098204
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 35,197     35,197
Bank Charges 1,230 1,230    
K-1 EXP BRIDGE WORKFORCE FD II 167 167    
K-1 Exp BRIDGE WORKFORCE AND A 409 409    
K-1 Exp CIBUS CLARA FUND LP 5,296 5,296    
K-1 Exp ENERGY STORAGE (FEEDER 254 254    
K-1 Exp RETHINK IMPACT LP 2,361 2,361    
K-1 Exp THE RISE FUND III, LP 14,914 12,700    
Registered Agent Fee 125     125
State or Local Filing Fees 10     10


TY 2024 OtherIncomeSchedule2
Name:
Seidman Family Foundation
EIN:
13-6098204
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss BRIDGE WORKFORCE FD II -20,336 -6,680  
K-1 Inc/Loss BRIDGE WORKFORCE AND AFFORDABLE HOUS -12,931 -4,741  
K-1 Inc/Loss CIBUS CLARA FUND LP -1,734 -1,734  
K-1 Inc/Loss ENERGY STORAGE (FEEDER) INVESTMENT F 16,833 16,833  
K-1 Inc/Loss RETHINK IMPACT LP 141 141  
K-1 Inc/Loss THE RISE FUND III, LP 3,176 4,290  
Class Action Lawsuit Proceeds 61 61  


TY 2024 OtherIncreasesSchedule
Name:
Seidman Family Foundation
EIN:
13-6098204
Description Amount
RETURNED GRANT 500


TY 2024 OtherProfessionalFeesSchedule
Name:
Seidman Family Foundation
EIN:
13-6098204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 22,300 22,300    


TY 2024 TaxesSchedule
Name:
Seidman Family Foundation
EIN:
13-6098204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 2,200      
Foreign Tax Paid 3,679 3,679    
State Income Tax 2023 50