Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Serenbetz Family Foundation Inc
 
% 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

13-3993644
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$26,079,135J 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) 10,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 95,610 95,610  
4 Dividends and interest from securities... 778,009 775,534  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 369,022
b Gross sales price for all assets on line 6a 7,514,180
7 Capital gain net income (from Part IV, line 2)... 486,580
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
67,202 67,202  
12 Total. Add lines 1 through 11........ 1,319,843 1,424,926  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
82,884 82,884    
17 Interest............... 207 207    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,215 4,582    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
44,065 7,627   36,340
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 146,371 95,300   36,340
25 Contributions, gifts, grants paid....... 1,153,000 1,153,000
26 Total expenses and disbursements. Add lines 24 and 25 1,299,371 95,300   1,189,340
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,472
b Net investment income (if negative, enter -0-) 1,329,626
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......... 1,716,003 2,464,413 2,464,413
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) 586,165 Click to see attachment
List of Attached Documents:
// Content
737,328 		697,570
b Investments—corporate stock (attach schedule)....... 11,770,063 Click to see attachment
List of Attached Documents:
// Content
10,820,995 		14,010,681
c Investments—corporate bonds (attach schedule)....... 736,818 Click to see attachment
List of Attached Documents:
// Content
806,397 		812,217
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).......... 7,042,581 Click to see attachment
List of Attached Documents:
// Content
7,042,969 		8,094,254
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) 21,851,630 21,872,102 26,079,135
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 21,851,630 21,872,102
29 Total net assets or fund balances (see instructions)..... 21,851,630 21,872,102
30 Total liabilities and net assets/fund balances (see instructions). 21,851,630 21,872,102
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
21,851,630
2
Enter amount from Part I, line 27a .....................
2
20,472
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
21,872,102
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
21,872,102
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 SKYBRIDGE MUL-AD SER G P 2019-12-31 2024-10-31
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 7,444,761   7,021,129 423,632
b       78,701
c 69,419   85,172 -15,753
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       423,632
b        
c       -15,753
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 2 486,580
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 18,482
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 18,482
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 18,482
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,600
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,200
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 22
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 2,696
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,696 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
 
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 arrowNJ
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Cynthia L Serenbetz Trustee, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
George Hunter Serenbetz Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jean B Serenbetz Treas, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Margaret Skyler Serenbetz Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Paul H Serenbetz Trustee, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robert C Serenbetz Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Stuart W Serenbetz Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
William Tucker Serenbetz Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Warren L Serenbetz III Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Warren L Serenbetz Jr Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Christin E Weberman Trustee, Sec
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
UBS Financial Services Investment Mgmt 60,793
7700 Wisconsin Ave Suite 300
Bethesda,MD20814
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
16,107,704
b
Average of monthly cash balances.......................
1b
1,774,126
c
Fair market value of all other assets (see instructions)................
1c
7,923,947
d
Total (add lines 1a, b, and c).........................
1d
25,805,777
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
25,805,777
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
387,087
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,418,690
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,270,935
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
1,270,935
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
18,482
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,482
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,252,453
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,252,453
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
1,252,453
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
1,189,340
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
1,189,340
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 1,252,453
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,169,855
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,189,340
a Applied to 2023, but not more than line 2a 1,169,855
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..... 19,485
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		1,232,968
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 ...... 		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.... 0
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).)
Jean B Serenbetz
Stuart W Serenbetz
Warren L Serenbetz Jr
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

CHRISTIAN CAMPS & CONFERENCES

34 CAMP BROOKWOODS RD
ALTON,NH03809 		N/A PC Camp Deer Run Camper Scholarship fund 1,000

COTTEY COLLEGE

1000 W AUSTIN BLVD
NEVADA,MO64772 		N/A PC Serenbetz Institute Global Immersion Program 45,000

DANA FARBER CANCER INSTITUTE INC

PO BOX 849168
BOSTON,MA02284 		N/A PC Pan Mass Challenge 1,000

DEERFOOT LODGE

134 DEERFOOT LODGE PO BOX 228
SPECULATOR,NY12164 		N/A PC General & Unrestricted 1,000

DON BOSCO COMMUNITY CENTER OF PORT CHESTER

22 DON BOSCO PL
PORT CHESTER,NY10573 		N/A PC General & Unrestricted 1,000

FAMILY & CHILDRENS AGENCY INC

9 MOTT AVE 4TH FLOOR
NORWALK,CT06850 		N/A PC ASPIRE program 75,000

FIRST GRADUATE

594 HOWARD ST STE 301
SAN FRANCISCO,CA94105 		N/A PC General & Unrestricted 110,000

HARLEM ACADEMY

655 ST NICHOLAS AVE
NEW YORK,NY10030 		N/A PC General & Unrestricted 110,000

HOE MINISTRIES INC

240 WOLFPIT RD
WILTON,CT06897 		N/A PC General & Unrestricted 4,000

HORIZONS STUDENT ENRICHMENT PROGRAM

PO BOX 997
NEW CANAAN,CT06840 		N/A PC General & Unrestricted 120,000

HUDSON RIVER COMMUNITY SAILING INC

PO BOX 20677
NEW YORK,NY10011 		N/A PC General & Unrestricted 35,000

LEHIGH UNIVERSITY

27 MEMORIAL DR WEST
Bethlehem,PA18015 		N/A PC Women of Lehigh Scholarship Fund 1,000

LIBERTAS COLLEGE PREPARATORY

3875 DUBLIN AVE
LOS ANGELES,CA90008 		N/A PC General & Unrestricted 1,000

LYCEE FRANCAIS DE SAN FRANCISCO

1201 ORTEGA ST
SAN FRANCISCO,CA94122 		N/A PC General & Unrestricted 1,000

PORT CHESTER CARVER CENTER INC

400 WESTCHESTER AVE
PORT CHESTER,NY10573 		N/A PC General & Unrestricted 1,000

REACH PREP INC

484 PACIFIC ST
STAMFORD,CT06902 		N/A PC General & Unrestricted 150,000

RONALD MCDONALD HOUSE CHARITIES OF CHARLESTON SOUT

81 GADSDEN ST
CHARLESTON,SC29401 		N/A PC General & Unrestricted 5,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC to support Kinderboost and Head Start programs 70,000

ST VINCENTS SERVICES INC

66 BOERUM PL
BROOKLYN,NY11201 		N/A PC American Dreams Program 80,000

TAFT SCHOOL CORPORATION

110 WOODBURY RD
WATERTOWN,CT06795 		N/A PC Red Rhino Foundation 10,000

THE CARVER INC

7 ACADEMY ST
NORWALK,CT06850 		N/A PC General & Unrestricted 75,000

THE CORAL REEF ALLIANCE

548 MARKET ST STE 29802
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 1,000

THE NEW YORK OPPORTUNITY NETWORK INC

85 BROAD ST 6TH FL
NEW YORK,NY10004 		N/A PC General & Unrestricted 40,000

WATERSIDE SCHOOL INC

770 PACIFIC ST
STAMFORD,CT06902 		N/A PC to support the General fund and the Angel Scholarship Fund 215,000
Total .................................right arrow 3a 1,153,000
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 95,610  
4 Dividends and interest from securities ....     14 778,009  
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 ............ 		    18 369,022  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 67,177  
bCLASS ACTION LAWSUIT PROCEEDS     01 25  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,309,843  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,309,843
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
The Serenbetz Family Foundation Inc
 
Employer identification number

13-3993644
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
The Serenbetz Family Foundation Inc
  		Employer identification number
13-3993644
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Serenbetz Stuart W
526 Claret Way
 
Johns Island, SC29455

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
The Serenbetz Family Foundation Inc
  		Employer identification number

13-3993644
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
The Serenbetz Family Foundation Inc
  		Employer identification number

13-3993644
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


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TY 2024 DepreciationSchedule
Name:
The Serenbetz Family Foundation Inc
EIN:
13-3993644
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 InvestmentsCorpBondsSchedule
Name:
The Serenbetz Family Foundation Inc
EIN:
13-3993644
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 5.050% - 03/15/20 10,143 9,875
ALLY FINL INC - 6.646% - 01/17 13,026 12,598
ALLY FINL INC BOND PERPETUAL - 16,816 22,722
AMAZON INC - 2.100% - 05/12/20 12,067 10,248
AMERICAN ELEC PWR - 3.250% - 0 6,456 6,432
AMERICAN TOWER CORP - 2.950% - 5,844 6,216
ARCH CAP GROUP LTD - 3.635% - 6,954 7,137
AT&T, INC - 2.550% - 12/01/203 11,013 10,478
ATHENE HOLDING LTD - 3.950% - 10,964 11,518
BANK AMER CORP BOND - 6.300% - 5,065 5,028
BANK AMER CORP MTN - 2.884% - 12,419 10,837
BANK NEW YORK MELLONCORP BOND 5,803 5,943
BERKSHIRE HATHAWAY - 2.850% - 4,875 4,866
BIOGEN INC - 3.150% - 05/01/20 11,268 11,358
BK OF AMERICA CORP MTN - 1.197 32,803 33,031
BK OF AMERICA SR NOTE - 5.080% 8,023 8,023
BP CAP MKTS AMER - 3.001% - 03 4,420 4,377
BP CAP MKTS P L C NOTE PERPETU 42,827 44,893
CHARTER COMMUNICATIONS - 3.500 9,049 9,602
CITIGROUP INC - 3.106% - 04/08 12,930 12,938
CITIGROUP INC - 7.000% - ? 6,000 6,327
CITIGROUP INC BOND PERPETUAL - 8,972 9,731
CITIGROUP INC NOTE - 3.668% - 13,096 11,624
COMCAST CORP NOTE - 4.150% - 1 12,629 10,729
CVS CAREMARK CORP NOTE - 4.300 12,508 10,656
DOMINION ENERGY INC - 6.880% - 19,494 19,690
DOMINION ENERGY INC - 7.000% - 8,554 8,448
DUKE ENERGY CORP - 3.300% - 06 11,322 11,759
EDISON INTL BOND PERPETUAL - 5 29,228 32,541
ENBRIDGE - 8.500% - 01/15/2084 4,000 4,443
ENERGY TRANSFER LP - 8.000% - 12,227 12,576
ENTERPRISE PRODUCTS OPERTATING 13,087 10,342
GOLDMAN SACHS - 3.800% - 03/15 12,167 10,323
GOLDMAN SACHS GROUP - 3.210% - 4,944 5,108
GOLDMAN SACHS GROUP - 3.500% - 15,733 15,643
GOLDMAN SACHS GROUP - 5.500% - 2,006 1,998
JP MORGAN CHASE BANK - 4.203% 16,974 14,601
KINDER MORGAN INC - 3.250% - 0 7,429 7,612
LEGG MASON INC - 4.750% - 03/1 25,414 24,996
LINCOLN NATL CORP IND BOND PER 21,998 22,946
LTB INTERNATIONAL - 3.625% - 0 10,420 10,762
MACYS - 4.300% - 02/15/2043 3,311 3,469
MICRON TECHNOLOGY INC NOTE - 3 8,718 9,473
MORGAN STANLEY SER F MTN - 2.4 8,196 8,949
NASDAQ INC - 3.250% - 04/28/20 7,556 8,036
ORACLE CORP NOTE - 3.600% - 04 8,804 9,396
ORACLE CORP NOTE - 3.850% - 04 9,450 9,636
PACIFIC GAS & ELEC - 3.500% - 8,776 9,609
REGIONS FINANCIAL CORP - 5.750 9,540 9,916
RTX CORP NOTE - 3.030% - 03/15 8,544 8,871
SCHWAB CHARLES CORP BOND PERPE 35,761 36,769
SEMPRA ENERGY BOND PERPETUAL - 47,250 49,349
SHELL INT'L FINANCE - 2.875% - 12,890 11,732
SIMON PPTY - 3.250% - 09/13/20 7,622 8,074
STARBUCKS CORP - 3.500% - 11/1 8,163 8,309
UNITED HEALTH GROUP INC - 5.15 9,365 8,878
VALERO ENERGY CORP - 3.650% - 5,161 5,401
VERIZON COMMUNICATIONS - 4.125 12,416 10,875
VERIZON COMMUNICATIONS INC - 2 9,608 9,845
WELLS FARGO &CO SER Q MTN - 2. 53,482 54,833
WELLS FARGO - 3.584% - 05/22/2 13,056 11,630
WILLIAMS COS INC - 3.500% - 10 7,761 8,192

TY 2024 InvestmentsCorpStockSchedule
Name:
The Serenbetz Family Foundation Inc
EIN:
13-3993644
Name of Stock End of Year Book Value End of Year Fair Market Value
UNDEFINED 15,629 6,764
ABBOTT LABS 20,843 21,491
ABBVIE INC 38,016 58,463
ACCENTURE PLC 7,954 9,850
ADIDAS AG 12,745 16,074
ADVANCED MICRO DEVICES INC 6,059 5,315
AERCAP HOLDING N.V 41,420 65,842
AGILENT TECHNOLOGIES INC 15,870 16,255
AGNC INVESTMENT CORP 18,119 20,969
AIA GROUP LTD ADR 24,628 20,116
AIR PRODS & CHEM INC 36,082 36,545
AIRBNB 33,984 28,910
ALEXANDRIA REAL ESTATE EQUITIE 8,999 5,853
ALIBABA GROUP HOLDING LTD 6,871 7,246
ALLEGION PLC 29,771 28,750
ALPHABET INC CL A 24,086 48,461
AMADEUS IT HLDS SA 23,261 25,253
AMAZON COM 74,164 104,648
AMERICA MOVIL SA 9,249 6,840
AMERICAN EXPRESS CO 22,188 40,957
ANALOG DEVICES INC 26,528 34,419
ANHUI CONCH CEM ADR 4,730 4,701
ANNALY CAPITAL MANAGEMENT PFD 16,861 17,941
APPLE INC 3,447 6,010
ARCHER AVIATION ORD SHS CLASS 4,470 7,381
ARES MANAGEMENT CORPORATION 43,942 53,463
ARMSTRONG WORLD INDU 22,715 54,412
ASE TECHNOLOGY HOLDINGS CO LTD 12,379 10,916
ASM INTERNATIONAL NV 20,656 23,335
ASM PACIFIC TECH 5,851 4,535
ASML HOLDING NV NY REG SHS 32,473 33,268
ASPEN TECHNOLOGY INC COM 28,218 36,446
ATLAS COPCO AB B SHS ADR 21,117 23,767
AVALONBAY CMNTYS INC 7,413 8,579
AXALTA COATING SYSTEMS LTD 33,435 37,266
BANCO DO BRASIL S A SPONSORED 9,634 6,956
BANK NEW YORK MELLON CORP COM 28,208 36,955
BANK OF AMERICA CORP 57,496 69,177
BARCLAYS BANK L/O CYN NDX RTY 100,000 98,600
BARCLAYS BANK P~C UO TC-CYN ND 100,000 97,900
BARCLAYS BANK PLC CAL LKD 10/2 100,000 101,299
BARCLAYS BANK PLC L/O TC-CYN N 100,000 97,400
BARCLAYS BANK PLC L/O TC-CYN N 100,000 98,200
BARCLAYS BANK PLC L/O TC-CYN R 100,000 100,100
BARCLAYS BANK PLC UO TC-CVN ND 100,000 98,000
BARON EMERGING MARKETS FUND RE 299,999 305,101
BB SEGURIDADE 8,621 8,071
BEAM INC 7,294 6,522
BECTON DICKINSON & CO 17,364 17,015
BENTLEY SYSTEMS INC CL B 52,435 44,599
BERKLEY W R CP 26,556 40,964
BIDVEST GROUP LTD (ADR) 5,141 5,089
BJ'S WHLSL CLUB INC 22,638 26,448
BLACKROCK INC 17,870 24,603
BLACKSTONE REAL ESTATE INCOME 452,249 450,090
BLOCK INC 7,227 9,774
BNP PARIBAS UO TC-CYN NDX RTY 100,000 101,499
BRIGHT HORIZONS FAMILY SOLUTIO 28,674 26,271
BRISTOL-MYERS SQUIBB CO 45,000 35,689
BROADRIDGE FINANCIAL 25,712 44,766
BRUKER CORPORATION 29,436 22,334
CABLE ONE INC 36,273 12,994
CADENCE DESIGN SYSTEMS INC 19,251 33,051
CANADIAN NATL RAILWAY CO 22,421 19,490
CANADIAN NATURAL RESOURCES LTD 15,199 13,398
CANNAE HOLDINGS INC 24,587 12,849
CAPITAL ONE FINANCIAL CORP 20,845 25,678
CARRIER GLOBAL 11,157 11,126
CASELLA WASTE SYSTEMS INC 25,295 33,013
CCC INTELLIGENT SOLUTIONS HOLD 33,335 31,671
CEMEX SA DE CV A ADS 6,857 6,311
CENCORA INC 7,106 10,785
CHARLES RIV LABORATORIES INTL 54,426 27,505
CHARLES SCHWAB CORP 37,077 40,631
CHEMED CORP 22,174 23,311
CHEMICAL AND MINING CO OF CHIL 3,947 2,869
CHEVRON CORP 40,522 38,962
CHINA CONSTRUCT UNSPON ADR 12,081 13,390
CHINA MERCHANTS BANK 9,087 9,823
CHIPOTLE MEX GRILL 13,086 24,663
CHOICE HOTELS INTERNATIONAL IN 28,084 32,939
CHUBB LIMITED 12,320 17,131
CHURCHILL DOWNS INC 33,161 56,888
CIGNA CORPORATION 20,318 19,054
CISCO SYSTEMS INC 18,478 23,384
CITIGROUP GLOBAL MARKETS L/O T 100,000 98,700
CITIGROUP GLOBAL MARKETS TC CY 100,000 97,000
CITIGROUP GLOBAL MARKETS VO CY 100,000 99,100
CITIGROUP GLOBAL MKTS L/O TC-C 100,000 98,100
CLP HOLDINGS LTD 10,700 11,095
CME GROUP, INC 9,792 12,540
CMS ENERGY CP 19,525 20,995
COINBASE GLOBAL 7,370 20,609
COLOPLAST AS ADR 25,327 22,893
COMCAST CORP 53,012 47,363
COMPASS GROUP PLC ADR 26,796 35,270
CONAGRA FOODS INC 10,752 10,073
CONOCOPHILLIPS 42,396 43,337
COOPER COMPANIES INC 43,781 41,185
CORNING INC 13,537 18,438
CREDIT ACCEPTANCE CORPORATION 37,204 38,391
CRISPR THERAPEUTICS AG 25,406 13,973
CSL LTD 20,025 20,314
CVS CAREMARK CORP 25,207 15,128
DAIKIN INDS LTD ADR 29,199 21,034
DANAHER CORP 30,310 33,744
DASSAULT SYS SA SPN ADR 26,528 22,076
DATADOG INC 16,397 18,147
DECKERS OUTDOOR CORPORATION 18,996 55,444
DEERE CO 31,450 34,743
DIAGEO PLC ADS 21,816 16,273
DOMINION ENERGY INC 22,742 20,467
DOVER CORP 23,474 30,391
DRAFTKINGS INC 2,675 5,617
DYNATRACE 24,114 28,045
EAST WEST BANCORP, INC 14,512 19,248
EATON CORP PLC 13,308 27,877
ECOLAB INC 16,803 18,511
EDISON INTL 9,266 8,703
ELEMENT SOLUTIONS INC 30,634 27,261
ELI LILLY & CO 4,307 9,264
ENGIE BRASIL ENERGIA S A 4,077 2,767
ENTEGRIS INC 29,240 47,747
ENTERGY CORP 8,550 11,113
EOG RESOURCES INC 26,911 29,051
EQUIFAX INC 38,138 36,444
EXELON CORPORATION 18,789 14,604
EXPERIAN GROUP LTD S/ADR 18,463 21,579
EXPONENT, INC 25,583 22,364
EXXON MOBIL CORP 25,926 25,494
FAIR ISSAC & CO INC 7,665 19,909
FANUC LIMITED UNSPONSORED 10,131 9,193
FERRARI NV 27,304 37,386
FIRST INDUSTRIAL REALTY TRUST 13,662 26,068
FIRST TR ENHANCED SHORT MATURI 36,516 36,519
FONAR CORP CL A NON VTG NEW    
FORTIVE CORPORATION 13,562 14,025
GALLAGHER ARTHUR J & CO 42,585 53,932
GEN DYNAMICS CP 27,826 30,828
GENERAL ELECTRIC CO 20,400 18,847
GILEAD SCIENCES INC 19,783 26,972
GITLAB INC 3,495 3,268
GOLDMAN SACHS GROUP 29,950 42,002
GREEK ORG FOOTBALL 4,197 4,158
GRUPO FIN ADR 7,856 5,232
GSK PLC 12,020 10,484
HANOVER INS GROUP 29,270 37,118
HARTFORD FINANCIALSERVICES GRO 2,747 4,048
HENGAN INTL GRP ADR 5,833 4,880
HENRY JACK & ASSOC INC 64,523 69,244
HERMES INTL 10 ADR 33,500 38,245
HIMAX TECHNOLOGIES - ADR 3,966 4,920
HOME DEPOT INC 25,109 30,730
HONEYWELL INTL 20,354 22,589
HOST HOTELS & RESORTS INC 15,276 13,648
HOYA CORP SPONS ADR 20,202 21,824
ILLUMINA INC COM 4,472 4,009
INDUSTRIA DE DISENO 22,078 30,867
INFINEON TECH ADS 20,106 18,582
INFOSYS TECH LTD SPD ADR 4,266 5,392
INTELLIA THERAPEUTICS INC 27,088 6,635
INTERACTIVE BROKERS GROUP, INC 21,721 51,588
INTERNATIONAL BUSINESS MACHINE 7,483 11,431
INTERPUBLIC GROUP OF COS 11,192 15,271
INTUIT 33,322 53,423
INTUITIVE SURGICAL 18,300 19,834
ISHARES SHORT MATURITY BOND ET 49,396 50,096
ISHARES TRUST 0-5 YR INVT GRAD 6,158 6,416
JARDINE MATHESON UNS/ADR 11,555 9,832
JD.COM, INC 5,068 5,859
JEFFERIES GROUP INC 10,885 32,222
JOHNSON & JOHNSON 59,092 52,208
JP MORGAN CHASE 13,251 21,689
KASIKORNBANK PUB CO LTD ADR CM 3,728 4,454
KIMBERLY CLARK 7,547 5,343
KKR & CO INC 36,490 56,502
KLA TENCOR CORP 24,999 23,314
KONE OYJ ADR B SHS 17,233 17,354
KOOKMIN BANK 11,067 11,096
KT CORP ADS 4,970 5,789
KUENE & NAGEL INTL AG ADR 10,677 8,580
L'AIR LIQUIDE ADR OTC 34,248 34,669
L'OREAL ADR 35,107 27,671
LAM RESEARCH CORP 2,226 3,612
LAMAR ADVERTISING CO CL A REIT 10,006 12,065
LAMB WESTON HOLDINGS INC 30,928 34,016
LENNOX INTL INC 32,873 56,665
LENOVO GROUP LTD ADR 13,756 11,768
LIFE HEALTHCARE GR UNSPON ADR 4,151 5,824
LINCOLN NATL CORP SER D 9.0% 16,441 16,653
LONZA GROUP AG UNSP/ADR 13,465 14,107
LOWES COMPANIES INC 32,732 35,539
LPL FINANCIAL HOLDINGS INC 25,785 49,303
LVMH MOET HENN UNSP 39,846 29,275
MARSH AND MCLENNAN COMPANIES I 5,820 8,072
MARVELL TECHNOLOGY, INC 26,176 55,115
MARZETTI COMPANY COM 37,532 40,342
MCDONALD'S CORP 26,966 29,859
MEDTRONIC PLC 36,516 34,508
MERCK & CO INC 22,630 24,969
MERCK KGAA SPON ADR EACH REPR 21,396 17,207
META PLATFORMS INC 5,977 9,368
METLIFE INC 8,478 9,580
MICROCHIP TECHNOLOGY INC 23,894 16,230
MICROSOFT CORP 72,144 114,647
MOL MAGYAR RT S/ADR 5,326 4,495
MONDELEZ INTERNATIONAL INC 14,266 13,320
MONOLITHIC POWER SYSTEMS, INC 19,756 27,218
MORGAN STANLEY 32,098 44,756
MORGAN STANLEY FIN LLC CAL LKD 100,000 101,000
MORGAN STANLEY FIN LLC CAL LKD 100,000 100,350
MORGAN STANLEY FINANCE RTY SPX 200,000 197,499
MSCI INC 16,517 23,400
MURATA MFG INC UNSP/ADR 12,093 10,131
MURPHY USA INC 34,016 57,200
NATERA INC 3,487 6,965
NEDBANK GROUP LTD S/ADR 6,687 7,685
NETEASE.COM INC COM STK 8,486 8,540
NEW MARKET CORP 25,865 35,764
NEXTERA ENERGY, INC 24,107 22,081
NIKE INC-CL B 2,083 2,043
NORDSON CP 37,768 32,014
NORFOLK SOUTHERN CORP 36,748 36,379
NORTHROP GRUMMAN CORP 8,505 8,917
NOVARTIS AG ADR 24,899 24,911
NOVO NORDISK A S 33,303 30,623
NUTRIEN LTD 12,230 8,816
NUVEEN AMT FREE QUALITY MUNICI 12,795 13,107
NUVEEN DIVIDEND ADVANTAGE MUNI 12,619 13,071
NVIDIA CORP 12,082 101,120
NXP SEMICONDUCTORS 13,176 14,757
OGE ENERGY CORP 7,228 8,745
OLD REP INTL CORP 13,455 22,583
OLLIES BARGAIN OUTLET HOLDINGS 20,907 25,238
PACIFIC BIOSCIENCES OF CALIF 12,439 2,267
PAGERDUTY ORD SHS 8,948 6,774
PALANTIR TECHNOLOGIES INC 4,935 25,185
PARKER HANNIFIN CP 11,146 21,625
PAYCHEX 20,871 24,118
PDL BIOPHARMA INC 4,242 4,940
PEPSICO INC 14,951 13,990
PETROBRAS DISTRIBUIDORA UNSPON 5,885 3,844
PETROLEO BRASILEIRO 8,000 6,777
PHILIP MORRIS INTL 30,675 37,670
PHILLIPS 66 12,560 14,241
PIMCO ENHANCED SHORT MATURITY 9,901 9,934
PING AN INSURANCE GROUP ADR 6,774 7,380
PINTEREST INC 6,484 5,249
PNC FINANCIAL GROUP INC 27,499 32,399
POOL CORP 54,941 39,890
POST HOLDINGS INC 25,305 43,037
PPG INDUSTRIES INC 11,694 10,631
PRIME MEDICINE INC 2,481 403
PROCTER GAMBLE CO 23,039 27,495
PROGRESSIVE CORP OHIO 44,209 55,590
PROLOGIS 15,439 13,424
PT ASTRA INTL ADR 5,697 5,813
PT BK MANDIR PRS UNSP/ADR 6,888 6,468
PT TELEKOM. IND. TBK ADR 6,887 5,971
PUBLIC SVC ENTERPRISE GROUP IN 11,235 15,969
QUALYS INC COM 35,583 33,232
QUEST DIAGNOSTICS 1,970 1,961
RAYTHEON TECHNOLOGIES CORP 19,001 22,797
RECURSION PHARMACEUTICALS ORD 9,994 7,760
REINSURANCE GRP OF AMERICA INC 8,699 8,772
REPUBLIC SVCS INC 5,600 8,651
REYNOLDS CONSUMER PRODUCTS INC 24,596 22,321
ROBERT HALF INTL INC 10,757 11,837
ROBINHOOD 7,101 21,313
ROBLOX ORD SHS CLASS A 11,619 19,557
ROCHE HOLDING LTD ADR 23,118 21,242
ROKU INC 25,290 28,770
ROLLINS INC 27,525 33,187
ROYAL BANK OF CANADA 15,313 18,438
SAGE GROUP PLC UNS/ADR 15,888 18,768
SAIA, INC 21,401 29,167
SANLAM LTD SPONSORED ADR (SOUT 6,349 7,145
SAP AKTIENGESELL ADS 15,317 28,068
SCHLUMBERGER LTD 4,617 4,026
SCOTTS CO. CLASS A 44,654 19,438
SEA LTD 355 424
SEAGATE TECHNOLOGY HOLDINGS PL 11,054 13,292
SERVICE NOW 28,219 54,066
SGS SA UNSP ADR 20,368 21,586
SHIN-ETSU CHEMICAL C 20,422 21,526
SHINHAN FINL GROUP CO LTD 7,314 6,971
SHOPIFY INC 7,363 16,481
SINOPHARM GROUP CO 7,165 7,450
SITEONE LANDSCAPE SUPPLY INC 34,437 22,269
SMC CORPORATION 31,383 24,845
SOFI TECHNOLOGIES ORD SHS 2,463 4,759
SPOTIFY TECHNOLOGY SA 1,137 3,579
STAG INDUSTRIAL INC 5,674 6,223
STANDARD BANK GROUP SPON ADR 6,117 6,997
SYSMEX CORP UNSP ASDR 22,444 20,878
T ROWE PRICE CAPITAL APPRECIAT   510,797
TAIWAN SEMICONDUCTOR MFG CO LT 48,129 79,391
TELEDYNE TECH INC 28,671 29,240
TEMPUS AI INC 9,658 7,360
TENCENT HOLDINGS LIMITED 4,481 4,929
TERADYNE INC 35,659 36,013
TERNIUM S.A. ADS 5,203 3,519
TERUMO CORP 8,922 11,232
TESLA MOTORS INC 16,433 36,346
TEXAS INSTRUMENTS INC 31,190 37,387
THE BLACKSTONE GROUP INC CL A 23,132 28,967
THE COCA-COLA CO 37,847 40,033
THE HERSHEY COMPANY 14,971 12,363
THE TRADE DESK INC 13,319 15,396
THERMO FISHER SCIENTIFIC INC 20,530 21,850
THOR INDS INC 38,165 31,201
TINGYI CAYMAN ISLANDS HLDGS CO 6,083 6,221
TJX COMPANIES INC 18,708 30,565
TORO CO 34,151 28,916
TOTALENERGIES SE 35,391 34,935
TRAVELERS COMPANIES INC 10,499 13,490
TREX CO INC 21,674 23,470
TRUIST FINANCIAL CORPORATION 23,004 25,985
TWEEDY BROWNE GLOBAL VALUE FUN 299,999 302,971
TWIST BIOSCIENCE CORP 4,456 6,413
UBER 23,885 29,858
UIPATH ORD SHS CLASS A 7,286 5,618
UNIFIRST CP 19,710 18,820
UNILEVER PLC AMER 8,627 9,015
UNION PACIFIC 24,229 22,804
UNITED PARCEL SERVICE 39,614 27,994
UNITED TRACTORS UNSPON ADR 3,792 4,756
UNITEDHEALTH GROUP INC 50,166 52,609
UNITY SOFTWARE INC 512 427
UNIVERSAL DISPLAY CORP 35,636 23,538
UNIVERSAL MUSIC GROUP 19,547 19,319
US BANCORP 13,557 12,771
VAIL RESORTS INC 29,221 22,869
VALE SA 7,679 5,978
VANGUARD CORP BOND ETF LONG TE 6,010 5,982
VANGUARD DEVELOPED MARKETS IDX 374,999 468,204
VANGUARD DIVIDEND GROWTH FD 200,000 423,939
VANGUARD EQUITY INCOME - ADMIR 254,732 520,007
VANGUARD INFORMATION TECHNOLOG 130,365 1,336,869
VENTAS INC 13,814 14,487
VERACYTE INC 7,847 6,851
VERALTO CORPORATION 18,396 23,324
VERISK ANALYTICS, INC 17,666 24,513
VERIZON COMMUNICATIONS 12,858 10,637
VIRTUS ALLIANZGI CONVERTIBLE & 7,594 7,448
VISA INC 34,349 51,515
VODACOM GROUP LIMITE 4,410 4,610
WAL-MART STORES INC 13,452 24,666
WATERS CORP 32,006 42,663
WATSCO INC 25,282 39,807
WELLS FARGO & CO 43,282 66,517
WEST PHARMA SVCS INC 28,761 31,118
WESTERN ASSET SMASH SERIES C F 74,005 66,839
WESTERN ASSET SMASH SERIES EC 280,647 193,215
WESTERN ASSET SMASH SERIES M F 123,759 89,629
WHITE MTN INS LTD 26,957 61,044
WOLTERS KLUWER S/ADR 18,554 24,102
WORKDAY INC 28,220 27,609
XCEL ENERGY INC 17,219 17,150
YUM BRANDS INC 11,499 11,538
ZEBRA TECHNOLOGIES CORP 83,269 79,948
ZURN WATER SOLUTIONS 28,552 36,666

TY 2024 InvestmentsGovtObligationsSch
Name:
The Serenbetz Family Foundation Inc
EIN:
13-3993644
US Government Securities - End of Year Book Value:

737,328
US Government Securities - End of Year Fair Market Value:

697,570
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
The Serenbetz Family Foundation Inc
EIN:
13-3993644
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALT INV PTNS ABSOLUTE RTN   535,940 544,726
BLACKSTONE PRIVATE CREDIT FUND   844,593 939,989
CPG VINTAGE ACCESS FD II LLC   173,780 267,355
CPG VINTAGE ACCESS FD III LLC   401,887 460,953
CPG VINTAGE ACCESS FUND IV LP   336,807 368,544
IRONWOOD MULTI STRAT LLC   408,423 535,405
NORTH HAVEN PRIVATE INCOME FUN   1,250,000 1,261,155
OWL ROCK TECHNOLOGY INCOME COR   753,750 779,940
SKYBRIDGE MUL-AD SER G   933,122 1,073,044
THRESHER PARTNERS, L.P   1,404,667 1,863,143

TY 2024 OtherExpensesSchedule
Name:
The Serenbetz Family Foundation Inc
EIN:
13-3993644
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 36,158     36,158
Bank Charges 2,245 2,245    
K-1 Exp ALT INV PTNS ABSOLUTE 1,222 1,124    
K-1 Exp THRESHER PARTNERS, L.P 4,258 4,258    
Registered Agent Fee 149     149
State or Local Filing Fees 33     33


TY 2024 OtherIncomeSchedule2
Name:
The Serenbetz Family Foundation Inc
EIN:
13-3993644
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss ALT INV PTNS ABSOLUTE RTN 57,673 57,673  
K-1 Inc/Loss THRESHER PARTNERS, L.P 9,504 9,504  
Class Action Lawsuit Proceeds 25 25  


TY 2024 OtherProfessionalFeesSchedule
Name:
The Serenbetz Family Foundation Inc
EIN:
13-3993644
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 82,884 82,884    


TY 2024 TaxesSchedule
Name:
The Serenbetz Family Foundation Inc
EIN:
13-3993644
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 14,600      
990-PF Excise Tax for 2023 33      
Foreign Tax Paid 4,582 4,582