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
AC Israel Foundation Inc
 
% AC Israel Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)12 East 49th Street 41st Floor
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New York, NY10017
A Employer identification number

51-6021414
B Telephone number (see instructions)

(212) 634-3367
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$43,609,234J 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 95,084 95,084  
4 Dividends and interest from securities... 661,381 661,381  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,995,910
b Gross sales price for all assets on line 6a 24,840,189
7 Capital gain net income (from Part IV, line 2)... 20,165,015
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
286,877 376,474  
12 Total. Add lines 1 through 11........ 21,039,252 21,297,954  
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
54,979 54,979    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
136,027 524    
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
303,692 193,688   74,665
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 494,698 249,191   74,665
25 Contributions, gifts, grants paid....... 2,017,950 2,017,950
26 Total expenses and disbursements. Add lines 24 and 25 2,512,648 249,191   2,092,615
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,526,604
b Net investment income (if negative, enter -0-) 21,048,763
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......... 1,800,321 14,322,273 14,322,273
3 Accounts receivable right arrow500,433
Less: allowance for doubtful accounts right arrow   5,304 500,433 500,433
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,860,965 Click to see attachment
List of Attached Documents:
// Content
4,703,034 		4,597,310
b Investments—corporate stock (attach schedule)....... 3,668,342 Click to see attachment
List of Attached Documents:
// Content
8,493,315 		11,982,326
c Investments—corporate bonds (attach schedule)....... 1,818,739 Click to see attachment
List of Attached Documents:
// Content
4,237,122 		4,205,118
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).......... 7,778,161 Click to see attachment
List of Attached Documents:
// Content
4,204,595 		8,001,774
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 2,336    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,934,168 36,460,772 43,609,234
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 17,934,168 36,460,772
29 Total net assets or fund balances (see instructions)..... 17,934,168 36,460,772
30 Total liabilities and net assets/fund balances (see instructions). 17,934,168 36,460,772
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
17,934,168
2
Enter amount from Part I, line 27a .....................
2
18,526,604
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
36,460,772
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
36,460,772
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 A.C. ISRAEL ENTERPRISES, INC P 2019-12-31 2024-12-18
d THE WEATHERLOW OFFSHORE FUND I, LTD P 2019-12-31 2024-04-29
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 2,055,681   2,009,008 46,673
b       333,834
c 13,087,180   0 13,087,180
d 9,697,328   3,000,000 6,697,328
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       46,673
b        
c       13,087,180
d       6,697,328
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 20,165,015
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) 1 292,578
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........................... 3 292,578
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- ..... 5 292,578
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 105,636
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 187,100
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 292,736
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 158
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow158 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 arrowDE, NY
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 arrowAC Israel Foundation Inc Telephone no.right arrow (212) 634-3367

Located atright arrow12 East 49th Street 41st FloorNew YorkNY ZIP+4right arrow10017
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
VIRGINIA J GOLDSTEIN Dir
1.0 		0 0 0
12 East 49th Street 41st Floor
New York,NY10017
Barry W Gray Dir, VP
1.0 		0 0 0
12 East 49th Street 41st Floor
New York,NY10017
Thomas C Israel Dir, Pres
1.0 		0 0 0
12 East 49th Street 41st Floor
New York,NY10017
Gregory H Warner Sec, Treas, VP
1.0 		0 0 0
12 East 49th Street 41st Floor
New York,NY10017
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
Foundation Source Administrative 73,651
55 Walls Drive Suite 302
Fairfield,CT06824
JP Morgan Chase Bank NA Investment Mgmt 54,979
270 Park Avenue
NEW YORK,NY100172014
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
17,164,187
b
Average of monthly cash balances.......................
1b
2,369,477
c
Fair market value of all other assets (see instructions)................
1c
24,114,196
d
Total (add lines 1a, b, and c).........................
1d
43,647,860
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
43,647,860
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
654,718
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
42,993,142
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,149,657
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,149,657
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
292,578
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
4,657
c
Add lines 2a and 2b............................
2c
297,235
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,852,422
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,852,422
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
1,852,422
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,092,615
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
2,092,615
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 1,852,422
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,870,557
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$ 2,092,615
a Applied to 2023, but not more than line 2a 1,870,557
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..... 222,058
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 .......... 		1,630,364
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).)
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

101 EAST 69TH STREET CONSERVANCY

101 E 69TH ST
NEW YORK,NY10021 		N/A PC General & Unrestricted 1,000

54 BELOW INC

254 W 54TH ST 10TH FL
NEW YORK,NY10019 		N/A PC General & Unrestricted 500

A BETTER CHANCE OF WESTPORT INC

134 N AVE
WESTPORT,CT06880 		N/A PC Dream Gala 5,000

ABRAHAM JOSHUA HESCHEL SCHOOL

20 W END AVE
NEW YORK,NY10023 		N/A PC General & Unrestricted 15,000

AFTER SCHOOL ARTS PROGRAM INC

6 BEE BROOK RD
WASHINGTON DT,CT06794 		N/A PC General & Unrestricted 1,500

AGAPE INTERNATIONAL SPIRITUAL CENTER INC

8444 WILSHIRE BLVD 2ND FL
BEVERLY HILLS,CA90211 		N/A PC General & Unrestricted 10,000

ALEXANDER TWILIGHT ACADEMY

420 POND ST
BOSTON,MA02130 		N/A PC General & Unrestricted 5,500

ALL AMERICAN DACHSHUND RESCUE

PO BOX 125
SHERIDAN,AR72150 		N/A PC General & Unrestricted 2,000

ALS WORLDWIDE

1800 N PROSPECT AVE STE 4B
MILWAUKEE,WI53202 		N/A PC General & Unrestricted 2,000

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		N/A PC General & Unrestricted 2,000

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S

633 THIRD AVE 20TH FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 2,000

AMERICAN FOLK ART MUSEUM

47-29 32ND PL
LONG ISLAND CITY,NY11101 		N/A PC General & Unrestricted 5,000

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO

424 E 92ND ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 250

AT HOME IN GREENWICH INC

139 E PUTNAM AVE
GREENWICH,CT06830 		N/A PC General & Unrestricted 1,000

ATLANTIC SALMON FEDERATION INC

PO BOX 807
CALAIS,ME04619 		N/A PC General & Unrestricted 1,000

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY12504 		N/A PC General & Unrestricted 2,500

BED-STUY CAMPAIGN AGAINST HUNGER

2010 FULTON ST
BROOKLYN,NY11233 		N/A PC General & Unrestricted 2,500

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741 		N/A PC General & Unrestricted 2,500

BIDEAWEE INC

3300 BELTAGH AVE
WANTAGH,NY11793 		N/A PC General & Unrestricted 750

BIRCHES SCHOOL INC

100 BEDFORD RD
LINCOLN,MA01773 		N/A PC General & Unrestricted 64,000

BIRCHES SCHOOL INC

100 BEDFORD RD
LINCOLN,MA01773 		N/A PC Summer Programming including funds to hire a director and staff to create a program in keeping with Birches mission 24,000

BIRCHES SCHOOL INC

100 BEDFORD RD
LINCOLN,MA01773 		N/A PC for educational support services including but not limited to a speech-language consultant, an OT consultant, a math specialist, and a school psychologist on retainer 28,990

BIRCHES SCHOOL INC

100 BEDFORD RD
LINCOLN,MA01773 		N/A PC Specialized Literacy Support for Students and/or professional development in related literacy programming for any faculty 17,010

BOCA RATON REGIONAL HOSPITAL INC

800 MEADOWS RD
BOCA RATON,FL33486 		N/A PC General & Unrestricted 50,000

BOYS & GIRLS CLUB OF GREENWICH INC

4 HORSENECK LN
GREENWICH,CT06830 		N/A PC General & Unrestricted 1,000

BOYS AND GIRLS CLUBS OF DORCHESTER INC

1135 DORCHESTER AVE
DORCHESTER,MA02125 		N/A PC General & Unrestricted 1,000

BROADWAY CARES-EQUITY FIGHTS AIDS INC

165 WEST 46TH ST 1300
NEW YORK,NY10036 		N/A PC General & Unrestricted 2,000

BROOKLYN COMMUNITY HOUSING AND SERVICES INC

105 CARLTON AVE
BROOKLYN,NY11205 		N/A PC General & Unrestricted 2,000

BRUNSWICK SCHOOL INC

100 MAHER AVE
GREENWICH,CT06830 		N/A PC Horizons Program 1,000

BRUNSWICK SCHOOL INC

100 MAHER AVE
GREENWICH,CT06830 		N/A PC General & Unrestricted 3,000

CARNEGIE HILL NEIGHBORS INC

1326 MADISON AVE LOWER LEVEL
NEW YORK,NY10128 		N/A PC General & Unrestricted 2,500

CASA OF LOS ANGELES

201 CENTRE PLZ DR ROOM 1100
MONTEREY PARK,CA91754 		N/A PC Charitable Event 10,000

CASA OF LOS ANGELES

201 CENTRE PLZ DR ROOM 1100
MONTEREY PARK,CA91754 		N/A PC Gala event fund 500

CASA OF LOS ANGELES

201 CENTRE PLZ DR ROOM 1100
MONTEREY PARK,CA91754 		N/A PC General & Unrestricted 15,000

CATS MEOW INC

255 E BORT ST
LONG BEACH,CA90805 		N/A PC General & Unrestricted 15,000

CENTRAL PARK CONSERVANCY INC

717 FIFTH AVE
NEW YORK,NY10022 		N/A PC General & Unrestricted 7,000

CHALLENGED ATHLETES INC

9591 WAPLES ST
SAN DIEGO,CA92121 		N/A PC Charitable Event 1,000

CHILDRENS HOSPITAL CORPORATION

401 PARK DR STE 602
BOSTON,MA02215 		N/A PC Hoops For Heart 10,000

CHILDRENS HOSPITAL CORPORATION

401 PARK DR STE 602
BOSTON,MA02215 		N/A PC General & Unrestricted 5,000

CICERO PREPARATORY ACADEMY

701 N 44TH ST
PHOENIX,AZ85008 		N/A PC General & Unrestricted 25,000

CITIZENS COMMITTEE FOR NEW YORK CITY INC

30 E 125TH ST 189
NEW YORK,NY10035 		N/A PC General & Unrestricted 61,500

COLLEGIATE SCHOOL INC

301 FREEDOM PL S
NEW YORK,NY10069 		N/A PC General & Unrestricted 20,000

COLORECTAL CANCER ALLIANCE INC

1025 VERMONT AVE NW STE 1066
WASHINGTON,DC20005 		N/A PC Charitable Event 1,000

CONGREGATION EMANU-EL OF THE CITY OF NEW YORK

1 E 65TH ST
NEW YORK,NY10065 		N/A PC General & Unrestricted 285,000

CORPORATION FOR PUBLIC BROADCASTING

401 9TH ST NW STE 200
WASHINGTON,DC20004 		N/A PC General & Unrestricted 2,000

CROHNS AND COLITIS FOUNDATION OF AMERICA

3010 WESTCHESTER AVE
PURCHASE,NY10577 		N/A PC General & Unrestricted 2,000

CULTURAL EXCHANGE FOR DIPLOMATS INC

1250 H ST NW
WASHINGTON,DC20005 		N/A PC General & Unrestricted 10,000

DANA HALL SCHOOLS

PO BOX 9010
WELLESLEY,MA02482 		N/A PC General & Unrestricted 2,500

DARTMOUTH-HITCHCOCK HEALTH

1 MEDICAL CENTER DR
LEBANON,NH03756 		N/A PC The Prouty fund 1,000

DIVINE SHAKTI FOUNDATION

14403 MCKINLEY RIDGE DR
LOUISVILLE,KY40245 		N/A PC General & Unrestricted 5,000

DOE FUND INC

345 EAST 102ND ST STE 305
NEW YORK,NY10029 		N/A PC General & Unrestricted 2,000

DRAMA LEAGUE OF NEW YORK INC

32 AVE OF THE AMERICAS BLDG 1
NEW YORK,NY10013 		N/A PC General & Unrestricted 1,000

EAST SIDE HOUSE INC

337 ALEXANDER AVE
BRONX,NY10454 		N/A PC General & Unrestricted 1,000

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DR
RANCHO MIRAGE,CA92270 		N/A PC General & Unrestricted 10,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BLVD
GLENVIEW,IL60026 		N/A PC General & Unrestricted 2,000

FEEDING AMERICA

161 N CLARK ST SUITE 700
CHICAGO,IL60601 		N/A PC General & Unrestricted 2,000

FESSENDEN SCHOOL

250 WALTHAM ST
WEST NEWTON,MA02465 		N/A PC capital campaign 5,000

FOOD BANK CONTRA COSTA AND SOLANO

4010 NELSON AVE
CONCORD,CA94520 		N/A PC General & Unrestricted 1,000

FREEDOM INSTITUTE INC

515 MADISON AVE 13TH FL
NEW YORK,NY10022 		N/A PC General & Unrestricted 2,000

FRICK COLLECTION

1 E 70TH ST
NEW YORK,NY10021 		N/A PC General & Unrestricted 1,000

FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICT I

966 LEXINGTON AVE APT 3E
NEW YORK,NY10021 		N/A PC General & Unrestricted 1,000

GENTLE BARN FOUNDATION

15825 SIERRA HWY
SANTA CLARITA,CA91390 		N/A PC General & Unrestricted 2,000

GO2 FOUNDATION FOR LUNG CANCER

2033 K ST NW
WASHINGTON,DC20006 		N/A PC General & Unrestricted 5,000

GREENS FARMS ACADEMY INC

35 BEACHSIDE AVE
WESTPORT,CT06880 		N/A PC General & Unrestricted 25,000

GREENWICH COUNTRY DAY SCHOOL INC

401 OLD CHURCH RD
GREENWICH,CT06830 		N/A PC General & Unrestricted 6,000

GUNN MEMORIAL LIBRARY INC

5 WYKEHAM RD
WASHINGTON,CT06793 		N/A PC General & Unrestricted 2,000

HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A

PO BOX 80102
PORTLAND,OR97280 		N/A PC General & Unrestricted 12,000

HARLEM LACROSSE AND LEADERSHIP CORPORATION

8 W 126TH ST 3RD FL
NEW YORK,NY10027 		N/A PC General & Unrestricted 1,000

HEAD COUNT INC

104 W 29TH ST 11TH FLR
NEW YORK,NY10001 		N/A PC General & Unrestricted 5,000

HENDERSON COUNTY UNITED WAY INC

PO BOX 487
HENDERSONVILLE,NC28793 		N/A PC General & Unrestricted 2,500

HILLSIDES

940 AVE 64
PASADENA,CA91105 		N/A PC General & Unrestricted 10,000

HISTORIC HUDSON VALLEY

639 BEDFORD RD
TARRYTOWN,NY10591 		N/A PC General & Unrestricted 3,500

HISTORIC MORVEN INC

55 STOCKTON ST
PRINCETON,NJ08540 		N/A PC General & Unrestricted 1,000

HORIZONS AT GREENS FARMS ACADEMY

35 BEACHSIDE AVE PO BOX 998
GREENS FARMS,CT06838 		N/A PC to provide technology to students 20,000

HORIZONS AT GREENS FARMS ACADEMY

35 BEACHSIDE AVE PO BOX 998
GREENS FARMS,CT06838 		N/A PC General & Unrestricted 11,000

HORIZONS AT GREENS FARMS ACADEMY

35 BEACHSIDE AVE PO BOX 998
GREENS FARMS,CT06838 		N/A PC Technology for students 4,500

HORIZONS AT GREENS FARMS ACADEMY

35 BEACHSIDE AVE PO BOX 998
GREENS FARMS,CT06838 		N/A PC Charitable Event 10,000

HOSPITAL FOR SPECIAL SURGERY FUND INC

535 E 70TH ST
NEW YORK,NY10021 		N/A PC General & Unrestricted 25,000

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		N/A PC General & Unrestricted 2,500

INNOCENCE PROJECT INC

40 WORTH ST RM 701
NEW YORK,NY10013 		N/A PC General & Unrestricted 2,000

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCA

1120 20TH ST NW STE 520S
WASHINGTON,DC20036 		N/A PC General & Unrestricted 2,000

JUILLIARD SCHOOL

60 LINCOLN CENTER PLZ
NEW YORK,NY10023 		N/A PC General & Unrestricted 25,000

K9 YOUTH ALLIANCE

556 S FAIR OAKS AVE 566
PASADENA,CA91105 		N/A PC General & Unrestricted 9,500

KIDS FOR KIDS FOUNDATION INC

5322 AVE N
BROOKLYN,NY11234 		N/A PC General & Unrestricted 10,000

KIPS BAY BOYS AND GIRLS CLUB INC

1930 RANDALL AVE
BRONX,NY10473 		N/A PC Charitable Event 5,000

KUCETEKELA FOUNDATION

1185 PARK AVE APT 2E
NEW YORK,NY10128 		N/A PC General & Unrestricted 5,700

LET HER PLAY INC

PO BOX 1837
EDWARDS,CO81632 		N/A PC General & Unrestricted 500

LEWISBORO LAND TRUST INC

PO BOX 496
SOUTH SALEM,NY10590 		N/A PC General & Unrestricted 1,000

LITTLE LEAGUE BASEBALL INC

7 ARTHUR ST
CORTLANDT MNR,NY10567 		N/A PC General & Unrestricted 1,000

LIVE LIKE SAM FOUNDATION

6300 N SAGEWOOD DR H665
PARK CITY,UT84098 		N/A PC General & Unrestricted 2,500

LOVE SERVE REMEMBER FOUNDATION

226 W OJAI AVE STE 101 531
OJAI,CA93023 		N/A PC General & Unrestricted 2,500

LOVELAND FOUNDATION INC

320 7TH AVE 263
BROOKLYN,NY11215 		N/A PC General & Unrestricted 2,000

LTP FOUNDATION INC

195 MEADOWVIEW AVE
HEWLETT,NY11557 		N/A PC For the children at Manjushree Orphanage 10,000

MAKING HEADWAY FOUNDATION INC

115 KING ST
CHAPPAQUA,NY10514 		N/A PC General & Unrestricted 1,000

MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION

504 RXR PLZ
UNIONDALE,NY11556 		N/A PC General & Unrestricted 3,500

MARSH SANCTUARY INC

114 S BEDFORD RD
MOUNT KISCO,NY10549 		N/A PC General & Unrestricted 250

MARTHAS VINEYARD HOSPITAL INC

PO BOX 1477
OAK BLUFFS,MA02557 		N/A PC General & Unrestricted 10,000

MARTHAS VINEYARD MUSEUM INC

151 LAGOON POND RD
VINEYARD HVN,MA02568 		N/A PC General & Unrestricted 1,000

MARTHAS VINEYARD PRESERVATION TR INC

PO BOX 5277
EDGARTOWN,MA02539 		N/A PC General & Unrestricted 2,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC MGH Leadership Council for Psychiatry 10,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC In support of research under the supervision of Dr. Ron Takvorian 25,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC In support of the Skip Joyce Fund for CAA Research 500

McKinley Elementary School

3110 LIBERTY AVE
NORTH BERGEN,NJ07047 		N/A GOV ACES Program 1,000

MEMORIAL SLOAN-KETTERING CANCER CENTER The Societ

PO BOX 27106
NEW YORK,NY10087 		N/A PC In support of research under the supervision of Dr. Sergio Giralt 25,000

METROPOLITAN GOLF ASSOCIATION FOUNDATION

49 KNOLLWOOD RD
ELMSFORD,NY10523 		N/A PC General & Unrestricted 1,000

MGVP INC

PO BOX 356
DAVIS,CA95617 		N/A PC General & Unrestricted 10,000

MIDDLESEX SCHOOL

1400 LOWELL RD
CONCORD,MA01742 		N/A PC To support students in need of additional funding to attend Middlesex - Scholarship Fund 2,500

MIZUNO GROUP INC

155 W 68TH ST APT 217
NEW YORK,NY10023 		N/A PC General & Unrestricted 500

MOON RISING RETREAT INC

9560 BLACKBERRY RD
LENOIR,NC28645 		N/A PC General & Unrestricted 5,000

MOUNT SINAI HOSPITAL

ONE GUSTAVE L LEVY PL BOX 1049
NEW YORK,NY10029 		N/A PC General & Unrestricted 10,000

MQ FOUNDATION INC

INGLESIDE INVESTORS 12 E 49TH ST
NEW YORK,NY10017 		N/A PC General & Unrestricted 3,000

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279 		N/A PC General & Unrestricted 2,000

NATIONAL SCLERODERMA FOUNDATION

55 FERNCROFT RD STE 315
DANVERS,MA01923 		N/A PC General & Unrestricted 1,000

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN

199 ELM ST
NEW CANAAN,CT06840 		N/A PC Charitable Event 5,000

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN

600 14TH ST NW STE 500
WASHINGTON,DC20005 		N/A PC Lyndhurst Mansion fund 3,500

NEW YORK POPS INC

39 BROADWAY RM 1150
NEW YORK,NY10006 		N/A PC General & Unrestricted 1,000

NEW YORK UNIVERSITY

547 LAGUARDIA PL
NEW YORK,NY10012 		N/A PC Tisch Internship - Scholarship Fund 10,000

NEW YORKERS FOR CHILDREN INC

450 7TH AVE SUITE 403
NEW YORK,NY10123 		N/A PC General & Unrestricted 1,000

NEWPORT FESTIVALS FOUNDATION INC

1 ELM ST
MANCHESTER,MA01944 		N/A PC General & Unrestricted 5,000

NORTH CAROLINA COMMUNITY FOUNDATION INC

3737 GLENWOOD AVE STE 460
RALEIGH,NC27612 		N/A PC Nath Thompson Scholarship Fund 2,000

NORTHERN WESTCHESTER HOSPITAL ASSOCIATION

400 EAST MAIN ST
MOUNT KISCO,NY10549 		N/A PC General & Unrestricted 5,000

NORTHWESTERN UNIVERSITY

1201 DAVIS ST 3RD FL
EVANSTON,IL60208 		N/A PC General & Unrestricted 2,000

NOTICEABILITY INC

PO BOX 380617
CAMBRIDGE,MA02238 		N/A PC General & Unrestricted 10,000

OPERATION SMILE INC

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

PACKER COLLEGIATE INSTITUTE

PO BOX 22759
NEW YORK,NY10087 		N/A PC General & Unrestricted 15,000

PATHWAYS INC

175 MILBANK AVE
GREENWICH,CT06830 		N/A PC General & Unrestricted 2,500

PAWS CROSSED ANIMAL RESCUE INC

100 S WAREHOUSE LN
ELMSFORD,NY10523 		N/A PC General & Unrestricted 22,000

PAWS CROSSED ANIMAL RESCUE INC

100 S WAREHOUSE LN
ELMSFORD,NY10523 		N/A PC Charitable Event 2,000

PAWS CROSSED ANIMAL RESCUE INC

100 S WAREHOUSE LN
ELMSFORD,NY10523 		N/A PC Charitable Event 250

PAWS FOR LIFE K9 RESCUE

100-190 RANCHO RD 365
THOUSAND OAKS,CA91362 		N/A PC General & Unrestricted 3,000

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HWY
PENNGROVE,CA94951 		N/A PC General & Unrestricted 2,500

PBS FOUNDATION

1225 S CLARK ST
ARLINGTON,VA22202 		N/A SO I General & Unrestricted 2,000

PEER HEALTH EXCHANGE INC

1423 BROADWAY 1059
OAKLAND,CA94612 		N/A PC General & Unrestricted 1,000

PILOBOLUS INC

6 KIRBY RD
WASHINGTON,CT06793 		N/A PC General & Unrestricted 2,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090 		N/A PC General & Unrestricted 10,000

PREP FOR PREP

328 W 71ST ST
NEW YORK,NY10023 		N/A PC General & Unrestricted 1,000

PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE

700 EXCHANGE ST
MIDDLEBURY,VT05753 		N/A PC Mental Health Initiatives 5,000

PROJECT BIOME INC

4351 SEMINOLE TRL
CHARLOTTESVLE,VA22911 		N/A PC General & Unrestricted 10,000

PUPPIES BEHIND BARS INC

263 WEST 38 ST 4TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 1,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA

OPAFS 9500 GILM
LA JOLLA,CA92093 		N/A PC General & Unrestricted 5,000

RIVERDALE COUNTRY SCHOOL INC

5250 FIELDSTON RD
BRONX,NY10471 		N/A PC General & Unrestricted 7,500

ROCA INC

101 PARK ST
CHELSEA,MA02150 		N/A PC General & Unrestricted 2,000

ROCKEFELLER UNIVERSITY

1230 YORK AVE
NEW YORK,NY10065 		N/A PC The Sydney R. Shuman Women & Science Graduate Fellowship fund 10,000

ROMAN CATHOLIC CHURCH OF TRANSFIGURATION AND SAINT

29 MOTT ST
NEW YORK,NY10013 		N/A PC Advancing the Transfiguration School 1,000

RUMSEY HALL SCHOOL INCORPORATED

201 ROMFORD RD
WASHINGTON DT,CT06794 		N/A PC Capital Commitment fund 1,500

RUMSEY HALL SCHOOL INCORPORATED

201 ROMFORD RD
WASHINGTON DT,CT06794 		N/A PC General & Unrestricted 5,000

RUMSEY HALL SCHOOL INCORPORATED

201 ROMFORD RD
WASHINGTON DT,CT06794 		N/A PC Capital Commitment fund 15,000

SACRED ROK

PO BOX 148
YOSEMITE NTPK,CA95389 		N/A PC General & Unrestricted 10,000

SCHOOL OF AMERICAN BALLET INC

70 LINCOLN CENTER PLZ
NEW YORK,NY10023 		N/A PC Charitable Event 500

SCHOOL ON WHEELS INC

PO BOX 23371
VENTURA,CA93002 		N/A PC General & Unrestricted 2,000

SHARE OUR STRENGTH

1030 15TH ST NW STE 1100W
WASHINGTON,DC20005 		N/A PC No Kid Hungry 2,000

SPENCE SCHOOL

22 E 91ST ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 2,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDE PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 500

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDES PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 2,000

ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC

2303 MIRAMAR ST
LOS ANGELES,CA90057 		N/A PC General & Unrestricted 2,000

STAMFORD MUSEUM AND NATURE CENTER INCORPORATED

39 SCOFIELDTOWN RD
STAMFORD,CT06903 		N/A PC General & Unrestricted 1,000

STANFORD UNIVERSITY - GSB

655 KNIGHT WAY
STANFORD,CA94305 		N/A PC General & Unrestricted 5,000

STAYING PUT IN NEW CANAAN INC

PO BOX 484
NEW CANAAN,CT06840 		N/A PC General & Unrestricted 2,500

STEPPINGSTONE FOUNDATION INC

ONE APPLETON ST
BOSTON,MA02116 		N/A PC General & Unrestricted 1,000

STORYVILLE CENTER FOR THE SPOKEN WORD INC

75 BROAD ST STE 2601
NEW YORK,NY10004 		N/A PC Charitable Event 1,000

TAFT SCHOOL CORPORATION

110 WOODBURY RD
WATERTOWN,CT06795 		N/A PC General & Unrestricted 1,000

TAFT SCHOOL CORPORATION

110 WOODBURY RD
WATERTOWN,CT06795 		N/A PC Mental Health Initiatives 10,000

THE ACTORS FUND OF AMERICA

729 7TH AVENUE 10TH FL
NEW YORK,NY10019 		N/A PC General & Unrestricted 1,000

THE ANIMAL MEDICAL CENTER

510 E 62ND ST 2ND FL
NEW YORK,NY10065 		N/A PC General & Unrestricted 5,000

THE BARACK OBAMA FOUNDATION

5235 S HARPER CT STE 1140
CHICAGO,IL60615 		N/A PC General & Unrestricted 2,500

THE BRICK PRESBYTERIAN CHURCH

62 E 92ND ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 5,000

THE CONNECTICUT GOLF FOUNDATION INC

55 GOLF CLUB RD
CROMWELL,CT06416 		N/A PC General & Unrestricted 1,000

THE DAVID SHELDRICK WILDLIFE TRUST USA

25283 CABOT RD STE 101
LAGUNA HILLS,CA92653 		N/A PC General & Unrestricted 5,000

THE GOOD LIFE DOG RESCUE INC

PO BOX 20073
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,000

THE MARITIME AQUARIUM AT NORWALK INC

10 N WATER ST
SOUTH NORWALK,CT06854 		N/A PC General & Unrestricted 1,000

THE PEOPLE CONCERN

2116 ARLINGTON AVE STE 100
LOS ANGELES,CA90018 		N/A PC General & Unrestricted 37,000

THE SPORTMENS TENNIS & ENRICHMENT CENTER INC

950 BLUE HILL AVE
DORCHESTER,MA02124 		N/A PC General & Unrestricted 1,000

THE TRUSTEES OF THE NEW YORK SOCIETY LIBRARY

53 E 79TH ST
NEW YORK,NY10075 		N/A PC General & Unrestricted 1,000

THE YORK THEATRE COMPANY INC

4867 BROADWAY 933
NEW YORK,NY10034 		N/A PC General & Unrestricted 1,000

TOGETHER WE RISE CORPORATION

560 W LAMBERT RD
BREA,CA92821 		N/A PC General & Unrestricted 2,000

TRUSTEES OF COLUMBIA UNIVERSITY

33 WEST 60TH ST 7TH FLOOR
NEW YORK,NY10023 		N/A PC 30th reunion 10,000

TRUSTEES OF COLUMBIA UNIVERSITY

33 WEST 60TH ST 7TH FLOOR
NEW YORK,NY10023 		N/A PC In honor of the Business School Class of 2000 Reunion 5,000

TRUSTEES OF COLUMBIA UNIVERSITY

33 WEST 60TH ST 7TH FLOOR
NEW YORK,NY10023 		N/A PC General & Unrestricted 3,000

TRUSTEES OF DARTMOUTH COLLEGE

20 N MAIN ST
HANOVER,NH03755 		N/A PC General & Unrestricted 5,000

TRUSTEES OF PHILLIPS ACADEMY

180 MAIN ST
ANDOVER,MA01810 		N/A PC The Class of 1962 Mental Wellness Fund 90,000

TRUSTEES OF THE SMITH COLLEGE

33 ELM ST
NORTHAMPTON,MA01063 		N/A PC Endowed Scholarship Fund 6,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

PO BOX 71332
PHILADELPHIA,PA19176 		N/A PC General & Unrestricted 5,000

U C SAN DIEGO FOUNDATION

9500 GILMAN DR MC 0940
LA JOLLA,CA92093 		N/A PC In support of the Greg Warner Mechanical and Aerospace Engineering Fellowship 50,000

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH

PO BOX 4227
NEW YORK,NY10261 		N/A PC General & Unrestricted 10,000

UNIVERSITY OF VIRGINIA

PO BOX 400204
CHARLOTTESVILLE,VA22904 		N/A PC School of Engineering 2,500

UNTERMYER GARDENS CONSERVANCY

945 N BROADWAY
YONKERS,NY10701 		N/A PC Paddle Raise toward the June 18 Soire 2,500

UNTERMYER GARDENS CONSERVANCY

945 N BROADWAY
YONKERS,NY10701 		N/A PC General & Unrestricted 32,000

VILLANOVA UNIVERSITY

800 E LANCASTER AVE
VILLANOVA,PA19085 		N/A PC The Greg Warner Endowed Scholarship fund at the College of Liberal Arts and Sciences of Villanova University 20,000

VIRGINIA ATHLETIC FOUNDATION

PO BOX 400833
CHARLOTTESVILLE,VA22904 		N/A PC General & Unrestricted 10,000

VISITING NURSE SERVICE OF NEW YORK

PO BOX 6445
NEW YORK,NY10249 		N/A SO III FI General & Unrestricted 7,000

WASHINGTON COMMUNITY FUND INC

PO BOX 1213
WASHINGTON,CT06793 		N/A PC General & Unrestricted 2,000

WATERSIDE SCHOOL INC

770 PACIFIC ST
STAMFORD,CT06902 		N/A PC General & Unrestricted 4,750

WHITE PLAINS HOSPITAL MEDICAL CENTER

41 E POST RD
WHITE PLAINS,NY10601 		N/A PC General & Unrestricted 100,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		N/A PC General & Unrestricted 7,500

WWP INC - WOUNDED WARRIOR PROJECT INC

PO BOX 758516
TOPEKA,KS66675 		N/A PC General & Unrestricted 2,500

YALE UNIVERSITY

PO BOX 7611
NEW HAVEN,CT06519 		N/A PC General & Unrestricted 10,000

YALE UNIVERSITY

BOX 7611
NEW HAVEN,CT06519 		N/A PC General & Unrestricted 5,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Alumni and Yale Golf Association fund 5,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Yale Golf Course Restoration Project 230,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Yale Golf Team 5,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC 5th Reunion 5,000
Total .................................right arrow 3a 2,017,950
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 95,084  
4 Dividends and interest from securities ....     14 661,381  
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 19,995,910  
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 -90,170 14 376,778  
bCLASS ACTION LAWSUIT PROCEEDS     01 239  
cROYALTY INCOME     01 30  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -90,170 21,129,422  
13Total. Add line 12, columns (b), (d), and (e)..................
13
21,039,252
(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

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

TY 2024 DepreciationSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
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:
AC Israel Foundation Inc
EIN:
51-6021414
Identifier Return Reference Explanation
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:
AC Israel Foundation Inc
EIN:
51-6021414
Name of Bond End of Year Book Value End of Year Fair Market Value
ACCENTURE CAPITAL INC - 4.050% 9,881 9,701
AIR LEASE CORP NOTE CALL - 3.2 10,017 9,971
ALBEMARLE CORP NOTE - 4.650% - 4,995 4,958
ALEXANDRIA REAL ESTATE EQ INC 4,985 4,117
ALLY AUTO REC - 4.870% - 04/17 39,139 40,165
AMEREN CORP - 3.500% - 01/15/1 9,976 9,128
AMERICAN EXPRESS CO - 5.532% - 30,731 30,558
AMERICAN TOWER CORP - 3.550% - 9,977 9,693
AMERICREDIT AUTO REC 2022-1 - 23,602 24,700
AMERICREDIT AUTO RECSER 2020-3 10,019 10,415
AMERISOURCEBERGEN CORP NT - 2. 12,651 13,013
AMERN WTR CAP C SR NTS - 2.950 6,181 5,735
AMGEN INC NOTE - 4.050% - 08/1 4,993 4,814
AMGEN INC NOTE - 5.250% - 03/0 9,969 9,931
AON CORP / AON GLOBAL HLDGS NO 4,999 4,982
AON NORTH AMERICA INC - 5.300% 9,974 10,042
ARROW ELECTRS INC NT - 2.950% 9,976 8,514
ASTRAZENECA - 1.375% - 08/06/2 9,971 8,327
AT&T INC - 1.650% - 02/01/2028 9,987 9,093
AT&T INC - 4.350% - 03/01/2029 14,417 14,683
ATMOS ENERGY - 5.900% - 11/15/ 9,987 10,477
AUTOZONE INC - 3.125% - 04/21/ 10,323 9,798
BAKER HUGHES LLC - 3.337% - 12 15,684 14,461
BANK MONTREAL MEDIUM - 1.250% 27,353 28,369
BANK NEW YORK MELLON CORP - 4. 14,639 14,885
BANK NOVA SCOTIA B C SER I MTN 19,795 20,005
BANK NY MELLON CORP - 6.320% - 20,939 21,010
BANK OF AMERICA - 0.000% - 04/ 17,626 17,619
BANK OF AMERICA CORP NOTE - 3. 10,340 9,991
BANK OF AMERICA CORPORATION - 31,068 30,808
BAXTER INTL INC SER A NOTE - 1 8,067 8,113
BAXTER INTL INC SER B NOTE - 2 8,096 8,341
BIOGEN INC - 2.250% - 05/01/20 5,086 4,319
BK OF AMERICA CORP MTN CALL MA 68,386 67,284
BOARDWALK PIPELINES LP - 3.400 4,994 4,467
BOEING CO - 2.750% - 02/01/202 25,975 24,387
BP MKTS AMERICAN INC - 4.990% 30,385 29,188
BRIDGE LENG AUTO SEC TR 2024-2 29,993 30,547
BRISTOL-MYER - 5.100% - 02/22/ 4,992 5,037
BRISTOL-MYERS SQUIBB CO - 5.90 20,809 20,998
BRIXMOR OPERATING PRTSHP LP NO 4,984 4,197
BROADCOM - 3.125% - 01/15/2025 26,136 24,985
BUNGE LIMITED FINANCE CORP - 2 8,760 8,650
BUNGE LTD FIN CORP NOTE CALL M 5,000 4,905
CAMDEN PPTY TR NOTE - 5.850% - 10,000 10,201
CANADIAN IMPERIAL BANK - 5.926 10,000 10,205
CANADIAN IMPERIAL BANK - 5.990 15,387 15,476
CANADIAN IMPERIAL BK SR NTS - 5,000 4,990
CAPITAL ONE FINL CORP NOTE - 2 9,748 9,958
CAPITAL ONE FINL CORP NOTE - 3 10,593 9,762
CARVANA AUTO REC TR SER 2021-P 9,361 9,289
CENTERPOINT ENERGY INC - 2.950 9,722 8,092
CF INDS - 5.150% - 03/15/2034 14,315 14,575
CHARTER COMM OPER NT - 2.250% 14,975 13,227
CHARTER COMMUNICATIONS OPER - 15,044 15,450
CHENIERE CORPUS CHRISTI HLDGS 19,818 20,109
CITIGROUP - 3.520% - 10/27/202 32,850 33,683
CITIGROUP INC - 3.785% - 03/17 22,013 22,451
CITIGROUP INC - 4.540% - 09/19 25,052 24,297
CITIGROUP INC - 5.174% - 02/13 15,000 14,986
COMCAST CORP - 1.500% - 02/15/ 27,822 28,497
CONOCOPHILLIPS NOTE CALL MAKE 9,981 9,872
CONSTELLATION BRANDS INC SR NT 16,133 13,403
CONSTELLATION ENERGY - 5.800% 10,122 10,224
CONSTELLATION ENERGY - 6.125% 4,996 5,235
CONSTELLATION ENERGY GENERA NO 4,999 5,099
CVS CAREMARK CORP NOTE - 4.300 5,916 5,812
CVS HEALTH CORP - 1.300% - 08/ 14,958 13,568
DIAMONDBACK ENERGY INC - 3.125 13,119 13,258
DISCOVERY COMMUNICATIONS LLC - 24,148 22,237
DRIVE AUTO REC - 0.000% - 07/1 49,998 49,630
DUKE ENERGY FLA LLC - 5.875% - 4,991 5,206
EASTMAN CHEMICAL CO - 3.800% - 1,587 1,606
ELECTRONIC ARTS INC - 1.850% - 12,066 12,459
EMERA US FIN LP - 3.550% - 06/ 14,977 14,693
ENBRIDGE INC MTN CDS- NOTE - 5 4,994 5,054
ENERGY TRANSFER LP - 4.950% - 9,852 9,987
ENERGY TRANSFER OPERATING LP - 4,989 5,017
ENTERGY ARKANSAS LLCBOND - 5.1 9,797 9,965
ENTERGY CORP - 2.950% - 09/01/ 4,754 4,852
ENTERPRISE PRODS OPER LLC - 2. 4,996 4,521
EQUINIX INC NOTE CALL MAKE WHO 10,499 9,194
ESSEX PORTFOLIO L P - 3.625% - 14,345 14,617
ESSEX PORTFOLIO LP - 5.500% - 4,988 5,003
EVERGY INC - 2.900% - 09/15/20 10,314 9,097
EXETER AUTO REC - 5.410% - 05/ 46,469 47,376
EXETER AUTO REC - 6.210% - 06/ 50,141 50,629
EXETER AUTOMOBILE SER - 6.320% 27,977 28,050
EXPEDIA GROUP INC - 2.950% - 0 12,907 13,213
EXTER AUTO REC - 5.570% - 09/1 54,992 55,499
EXTRA SPACE - 4.000% - 06/15/2 5,682 4,780
EXTRA SPACE STORAGE LP - 3.500 5,109 4,907
EXTRA SPACE STORAGE LP NOTE CA 9,980 8,171
FEDERAL REALTY OP LP - 1.250% 13,927 14,399
FEDL HOME LN MTG - 2.000% - 11 50,452 51,291
FEDL NATL MTG - 3.000% - 08/25 88,200 90,124
FEDL NATL MTG - 7.000% - 02/25 28,835 26,502
FHLMC K731 CL AM - 0.000% - 02 102,001 99,623
FIDELITY NATL INFORMATION SVCS 4,971 4,520
FIFTH THIRD BANCORP - 4.900% - 20,086 19,727
FISERV INC - 4.200% - 10/01/20 19,075 19,429
FNMA MBNS - 1.400% - 12/01/203 49,073 50,387
FNMA MBNS - 3.830% - 09/01/203 69,482 70,055
FNMA MBS - 2.760% - 09/01/2031 56,854 57,643
FNMA MBS - 4.550% - 04/01/2029 73,889 74,561
FNMA MBS - 5.080% - 04/01/2034 100,499 100,770
FNMA SUPER LONG 30 - 2.500% - 47,490 45,958
FNMA SUPER LONG 30 - 4.500% - 38,377 38,573
FORD CREDIT AUTO SER - 5.090% 34,994 35,313
GENERAL MTRS - 5.800% - 06/23/ 25,119 25,503
GLOBAL PMTS INC NT - 2.900% - 9,970 8,550
GM FINL AUTO - 5.380% - 11/20/ 34,904 35,183
GM FINL CONSUMER SER - 4.660% 33,713 34,345
GOLDMAN SACHS - 3.691% - 06/05 14,299 14,571
GOLDMAN SACHS GROUP INC - 1.54 15,000 14,185
GOLDMAN SACHS GROUP INC - 2.65 12,256 12,681
HCA INC - 2.375% - 07/15/2031 9,939 8,306
HCA INC - 3.625% - 03/15/2032 22,364 22,035
HEALTHCARE TR OF AMER - 2.000% 4,960 4,089
HEALTHPEAK - 5.250% - 12/15/20 4,918 4,966
HESS CORP - 4.300% - 04/01/202 19,506 19,794
HONDA AUTO REC - 5.270% - 11/2 70,048 70,846
HONDA AUTO REC OWN SER 2021-3 861 859
HONDA AUTO REC OWNER - 4.570% 39,994 40,031
HORMEL FOODS CORP - 1.800% - 0 4,303 4,269
HUMANA INC - 5.375% - 04/15/20 9,994 9,919
HUNTINGTON BANCSHARES INC - 5. 20,026 20,028
HYUNDAI REC - 5.520% - 10/16/2 50,162 50,712
INTERCONTINENTAL EXCHANGE INC 14,456 14,783
ITC HOLDINGS CORP - 3.350% - 1 14,078 14,428
JB HUNT - 3.875% - 03/01/2026 5,178 4,950
KELLANOVA - 5.250% - 03/01/203 20,389 20,044
KEURIG DR - 5.300% - 03/15/203 9,965 9,998
KIMCO REALTY CORP NOTE CALL MA 9,954 8,303
KINDER MORGAN INC - 4.800% - 0 9,390 9,509
KLA CORP - 4.650% - 07/15/2032 9,994 9,777
KROGER CO - 5.000% - 09/15/203 9,975 9,674
L3HARRIS TECH - 5.250% - 06/01 4,996 5,002
L3HARRIS TECHNOLOGIES INC - 5. 4,995 4,989
LEAR CORP NT - 2.600% - 01/15/ 4,989 4,169
LYB INTERNATIONAL FIN - 5.500% 9,923 9,826
MARATHON PETE CORP - 4.700% - 5,417 4,994
MARRIOTT INTL - 5.550% - 10/15 9,943 10,216
MARTIN MARIETTA MATLS INC - 3. 10,875 9,698
MARVELL - 5.750% - 02/15/2029 15,163 15,372
MER-BENZ AUTO LEA - 4.740% - 0 27,958 28,417
MERCEDES BENZ - 5.250% - 02/15 59,808 60,632
META PLATFORMS INC - 4.750% - 24,953 24,350
MICROCHIP TECH - 5.050% - 03/1 9,982 9,982
MID-AMERICA APARTMENTS SR NTS 4,973 4,120
MITSUBISHI - 3.741% - 03/07/20 16,316 14,348
MORGAN STANLEY - 5.250% - 04/2 14,520 14,765
MORGAN STANLEY - 5.320% - 07/1 6,000 5,904
MORGAN STANLEY MTN - 5.173% - 24,765 25,041
MORGAN STANLEY MTN CALL MAKE W 52,933 53,598
MPLX LP - 5.500% - 06/01/2034 19,664 19,731
NASDAQ - 5.350% - 06/28/2028 15,025 15,216
NISOURCE INC - 1.700% - 02/15/ 4,996 4,089
NISSAN AUTO LEASE - 4.910% - 0 74,202 75,349
NNN REIT INC - 5.500% - 06/15/ 4,938 4,980
NNN REIT INC NOTE - 5.600% - 1 14,867 15,127
NOV INC - 3.600% - 12/01/2029 13,642 13,983
OHIO PWR CO SER S - 5.000% - 0 4,976 4,837
OLD REPUBLIC INTL CORP - 3.880 14,467 14,749
ONEOK INC NEW NOTE - 5.650% - 20,229 20,407
OREILLY AUTO INC - 4.700% - 06 14,292 14,515
OTIS WORLDWIDE CORP - 5.250% - 9,964 10,123
PACIFIC GAS & ELEC - 5.800% - 4,994 5,114
PACIFIC GAS & ELEC CO - 3.000% 22,666 23,421
PACIFIC GAS - 6.100% - 01/15/2 4,998 5,175
PFIZER INVT - 4.750% - 05/19/2 14,424 14,528
PG&E RECOVERY FUNDING - 4.840% 29,999 29,770
PHILLIPS 66 - 1.300% - 02/15/2 4,998 4,818
PHILLIPS 66 - 5.300% - 06/30/2 4,976 4,955
PHILP MORRIS - 4.875% - 02/15/ 19,756 20,047
PHYSICIANS RLTY LP SER A - 3.9 4,751 4,846
PNC FINL - 5.582% - 06/12/2029 20,017 20,347
PNC FINL SVCS - 5.300% - 01/21 2,000 2,017
POTOMAC ELEC POWER CO - 5.200% 14,837 14,885
PPG INDS INC NOTE CALL MAKE WH 4,972 4,789
PPL CAP FDG INC - 3.100% - 05/ 14,405 14,652
PPL CAP FUNDING - 5.250% - 09/ 4,974 4,925
PRINCIPAL FINANCIAL GROUP - 2. 3,104 2,585
PROLOGIS LP - 1.750% - 02/01/2 8,046 8,288
PROLOGIS LP - 4.000% - 09/15/2 9,488 9,744
PUB SVC ENTERPRIS - 1.600% - 0 4,991 4,165
PUB SVC OK SR NTS - 5.500% - 0 9,747 9,849
PUBLIC STORAGE NT - 1.950% - 1 9,995 8,999
PUBLIC SVC CO OKLA SER J NOTE 4,984 4,137
QUEST DIAGNOSTICS INC - 2.800% 10,783 8,677
RAYTHEON TECHNOLOGIES CORP - 3 16,135 14,476
REALTY INCOME CORP NOTE - 3.10 17,912 18,347
REGAL REXNORD CORP - 3.070% - 9,099 9,345
REGENCY CTRS LP NOTE - 5.250% 4,981 4,929
REYNOLDS AMERICAN - 4.450% - 0 13,721 12,964
ROGERS COMMUNICATIONS INC - 3. 14,538 14,828
ROPER TECHNOLOGIES INC - 2.000 16,555 17,045
ROYAL BANK OF CANADA - 5.200% 20,064 20,160
ROYALTY PHARMA PLC - 2.150% - 9,826 8,200
SAFEHOLD OPER PARTNERSHIP LP N 4,956 4,202
SAN DIEGO GAS & ELEC CO - 4.95 14,879 15,064
SANTANDER DRIVE - 5.780% - 07/ 29,999 30,487
SANTANDER DRIVE AUTO RECEIVABL 19,999 20,058
SANTANR DRV - 5.930% - 07/17/2 15,000 15,156
SANTER DRV AUTO - 5.730% - 04/ 50,053 50,321
SCHWAB CHARLES CORP - 5.643% - 25,212 25,508
SIMON PPTY GROUP - 2.450% - 09 4,947 4,497
SOUHERN CO GAS - 5.750% - 09/1 28,607 28,719
SOUTHERN CA EDISON CO - 5.200% 19,256 19,787
STATE STR CORP NOTE - 4.421% - 5,000 4,763
STEEL DYNAMICS INC - 5.380% - 4,932 4,965
SUMITOMO MITSUI FINLGROUP INC 37,827 38,770
T-MOBILE USA INC - 2.550% - 02 14,868 12,911
T-MOBILE USA, INC - 2.050% - 0 17,774 18,363
TAKE-TWO INTERACTIVE - 4.950% 19,915 19,996
TD BANK - 5.520% - 07/17/2028 15,143 15,244
TEXAS INSTRS INC - 4.900% - 03 5,183 4,966
TORONTO DOMINION BANK - 4.456% 15,000 14,209
TRANSCANADA PIPELINE - 4.250% 24,131 24,404
TRUIST FINANCIAL CORP - 4.260% 20,000 19,921
TRUIST FINL CORP - 5.122% - 01 9,476 9,719
TRUIST FINL CORP - 7.161% - 10 5,380 5,348
TUCSON ELEC POWER CO - 3.250% 12,834 13,173
U S BANCORP - 3.000% - 07/30/2 9,999 9,165
UDR INC - 3.200% - 01/15/2030 6,119 5,493
UDR INC MTN - 3.500% - 01/15/2 8,397 8,607
UNION ELEC CO - 5.200% - 04/01 9,832 9,940
UNITED STATES TREAS SER AA-202 27,755 28,543
US BANCORP - 5.775% - 06/12/20 25,201 25,569
US BANCORP MTN - 5.384% - 01/2 5,000 5,043
VENTAS RLTY - 4.400% - 01/15/2 14,317 14,599
VMWARE INC NOTE CALL - 1.800% 4,974 4,485
VOYA FINL INC NOTE - 3.650% - 4,986 4,916
WEC ENERGY GROUP INC - 5.600% 2,940 2,977
WELLS FARGO & CO MTN - 5.198% 8,000 8,018
WELLS FARGO - 6.300% - 10/23/2 25,833 26,015
WELLS FARGO CO - 4.150% - 01/2 11,093 9,694
WESTPAC BKG CORP - 2.850% - 05 9,280 9,777
WILLIAMS COS INC - 4.900% - 03 9,984 9,926
WP CAREY INC - 3.850% - 07/15/ 18,666 19,017
ZOETIS INC - 2.000% - 05/15/20 5,137 4,304
ZOETIS INC - 3.900% - 08/20/20 5,478 4,847

TY 2024 InvestmentsCorpStockSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMUNICATION SVCS SLCT SCTR S 210,754 320,732
CONSUMER STAPLES SELECT SECTOR 105,088 110,211
FIDELITY 500 INDEX FUND 5,306,201 7,532,114
FINANCIAL SELECT SECTOR SPDR F 449,310 627,565
SELECT SECTOR SPDR ENERGY FUND 87,788 98,252
SELECT SECTOR SPDR INDUSTRIAL 184,889 227,022
SELECT SECTOR SPDR-HEALTH CARE 285,877 326,729
VANGUARD CONSUMER DISCRETIONAR 238,556 327,331
VANGUARD INFORMATION TECHNOLOG 595,860 947,001
VANGUARD S&P 500 ETF 412,931 487,623
VANGUARD S&P 500 GROWTH 616,061 977,746

TY 2024 InvestmentsGovtObligationsSch
Name:
AC Israel Foundation Inc
EIN:
51-6021414
US Government Securities - End of Year Book Value:

4,703,034
US Government Securities - End of Year Fair Market Value:

4,597,310
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AG NET LEASE REALTY FUND III,   957,138 1,592,617
AG NET LEASE REALTY FUND IV, L   1,589,968 1,812,475
ARCLIGHT ENERGY PARTNERS FUND   527,714 1,959,574
ARCLIGHT FUND VII RENEWABLES A   59,493 70,573
CAPITALSPRING INVESTMENT PTNER   594,100 1,539,981
HEALTHCARE ROYALTY PARTNERS II   447,661 1,026,454
OIL AND GAS PROPERTIES   28,521 100

TY 2024 OtherExpensesSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 73,651     73,651
K-1 Exp AG NET LEASE REALTY FU 299 299    
K-1 Exp AG NET LEASE REALTY FU 922 922    
K-1 Exp ARCLIGHT ENERGY PARTNE 54,617 27,193    
K-1 Exp ARCLIGHT FUND VII RENE 7,915      
K-1 Exp CAPITALSPRING INVESTME 7,257 7,257    
K-1 Exp HEALTHCARE ROYALTY PAR 158,017 158,017    
Postage/Delivery Service 69     69
State or Local Filing Fees 945     945


TY 2024 OtherIncomeSchedule2
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss AG NET LEASE REALTY FUND III, LP 33,984 33,984  
K-1 Inc/Loss AG NET LEASE REALTY FUND IV, LP 33,200 33,200  
K-1 Inc/Loss ARCLIGHT ENERGY PARTNERS FUND VII, L -80,800 23,959  
K-1 Inc/Loss ARCLIGHT FUND VII RENEWABLES AIV LP 15,206 44  
K-1 Inc/Loss CAPITALSPRING INVESTMENT PTNERS V PA 18,653 18,653  
K-1 Inc/Loss HEALTHCARE ROYALTY PARTNERS III, L.P 266,365 266,365  
Class Action Lawsuit Proceeds 239 239  
Royalty income 30 30  


TY 2024 OtherProfessionalFeesSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 54,979 54,979    


TY 2024 TaxesSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 103,300      
990-PF Extension for 2023 3,400      
990-T Income Tax for 2023 28,053      
Foreign Tax Paid 524 524    
STATE UBTI TAX 2023 750