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 ACHELIS & BODMAN FOUNDATION
CO MANICE & BUDD LLP
Number and street (or P.O. box number if mail is not delivered to street address)420 LEXINGTON AVENUE 2803
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10170
A Employer identification number

13-6022018
B Telephone number (see instructions)

(212) 644-0322
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$143,063,829
J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,416,418 2,394,607  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -255,515
b Gross sales price for all assets on line 6a 18,541,838
7 Capital gain net income (from Part IV, line 2)... 2,989,224
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)....... 4,555,162 1,059,656 0
12 Total. Add lines 1 through 11........ 5,716,065 6,443,487 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 402,000 20,100 0 381,900
14 Other employee salaries and wages...... 61,772 6,177 0 55,595
15 Pension plans, employee benefits....... 91,717 9,172 0 82,545
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 85,910 0 0 85,910
c Other professional fees (attach schedule).... 276,330 238,830 0 37,500
17 Interest...............   107,534    
18 Taxes (attach schedule) (see instructions)... 24,713 20,260 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 88,333 8,833 0 79,500
21 Travel, conferences, and meetings....... 19,086 954 0 18,132
22 Printing and publications.......... 3,138 157 0 2,981
23 Other expenses (attach schedule)....... 39,616 926,948 0 28,378
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,092,615 1,338,965 0 772,441
25 Contributions, gifts, grants paid....... 6,671,050 6,671,050
26 Total expenses and disbursements. Add lines 24 and 25 7,763,665 1,338,965 0 7,443,491
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,047,600
b Net investment income (if negative, enter -0-) 5,104,522
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............. 180,240 390,393 390,393
2 Savings and temporary cash investments......... 1,083,528 3,416,737 3,416,737
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,545,866 Click to see attachment
List of Attached Documents:
// Content
7,852,005
7,852,005
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 128,294,176 Click to see attachment
List of Attached Documents:
// Content
131,377,694
131,377,694
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
27,000
Click to see attachment
List of Attached Documents:
// Content
27,000
Click to see attachment
List of Attached Documents:
// Content
27,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 137,130,810 143,063,829 143,063,829
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........... 137,130,810 143,063,829
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    
29 Total net assets or fund balances (see instructions)..... 137,130,810 143,063,829
30 Total liabilities and net assets/fund balances (see instructions). 137,130,810 143,063,829
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
137,130,810
2
Enter amount from Part I, line 27a .....................
2
-2,047,600
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,980,619
4
Add lines 1, 2, and 3 ..........................
4
143,063,829
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
143,063,829
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 P    
b BRIGHTWOOD CAPITAL SBIC II LP P    
c CARLYLE ENERGY P    
d FORWARD VENTURES IV LP P    
e HIGHCLERE INTERNATIONAL P    
MCR HOSPITALITY FUND LP P    
NEW CANAAN FUNDING MEZZANINE V SBIC LP P    
NEW CANAAN FUNDING MEZZANINE VI SBIC LP P    
NEW CANAAN FUNDING MEZZANINE VII P    
PATHSTONE PMA INC P    
PRIVATE ADVISORS REAL ASSETS FUND III P    
PRIVATE ADVISORS SECONDARY FUND V LP P    
PRIVATE ADVISORS SECONDARY FUND VI LP P    
RCP SECONDARY OPPORTUNITY FUND II, LP P    
SEACOAST CAPITAL PARTNERS III P    
SEACOAST CAPITAL PARTNERS IV LP P    
SEACOAST CAPITAL PARTNERS V P    
APOGEM SECONDARY FUND VII P    
RAC OPPORTUNITY FUND II P    
TIFF PRIVATE EQUITY PARTNERS 2007 P    
TIFF PRIVATE EQUITY PARTNERS 2008 P    
TIFF PRIVATE EQUITY PARTNERS 2009 P    
TIFF PRIVATE EQUITY PARTNERS 2012 P    
TIFF PRIVATE EQUITY PARTNERS 2013 P    
TIFF PRIVATE EQUITY PARTNERS 2014 P    
TIFF PRIVATE EQUITY PARTNERS 2015 P    
TIFF SPECIAL OPPORTUNITIES FUND P    
VERDAD JAPAN FUND LP P    
DORCHESTER CAPITAL P    
LESS: AMOUNT ATTRIBUTABLE TO UBI P    
(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 18,541,838   18,797,353 -255,515
b       -171
c       112,173
d       68,168
e       -47,001
      8,959
      -41,594
      85,332
      2,653
      -6,140
      204,050
      176,588
      90,514
      30,977
      92,368
      584,670
      21
      -1,595
      530
      -39,641
      135,171
      -839
      208,739
      384,010
      96,602
      918,883
      3,074
      188,354
      75,022
      -85,138
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       -255,515
b       -171
c       112,173
d       68,168
e       -47,001
      8,959
      -41,594
      85,332
      2,653
      -6,140
      204,050
      176,588
      90,514
      30,977
      92,368
      584,670
      21
      -1,595
      530
      -39,641
      135,171
      -839
      208,739
      384,010
      96,602
      918,883
      3,074
      188,354
      75,022
      -85,138
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 2,989,224
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 2,989,224
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 70,953
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 70,953
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 70,953
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 92,058
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 92,058
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 21,105
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow21,105 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.ACHELISBODMAN.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (212) 644-0322

Located atright arrow420 LEXINGTON AVENUENEW YORKNY ZIP+4right arrow10170
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RUSSELL P PENNOYER PRESIDENT/TRUSTEE
3.00
30,000 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
TATIANA POUSCHINE VICE PRESIDENT/TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
JOHN N IRWIN III CHAIRMAN/TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
HORACE I CRARY JR TREASURER/TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
GEORGE MCCABE TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
LESLIE LENKOWSKY TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
MAGDALENA ZAVALIA DE MIGUENS TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
OLIVER GRACE TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
JOHN B KRIEGER EXECUTIVE DIRECTOR/SECRETARY
40.00
372,000 44,640 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
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
VICKI PULUSO GRANTS MANAGER
40.00
61,772 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
PATHSTONE INV. ADVISORY FEES 156,539
24 FEDERAL STREET 8TH FLOOR
BOSTON,MA02110
SHAPIRO CAPITAL MANAGEMENT INV. ADVISORY FEES 60,972
ONE BUCKHEAD PLAZA SUITE 1555
ATLANTA,GA30305
CONDON O'MEARA MCGINTY & DONNELLY LLP AUDIT/TAX SERVICES 59,910
1 BATTERY PARK PLAZA 7TH FL
NY,NY10004
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,092,267
b
Average of monthly cash balances.......................
1b
2,948,747
c
Fair market value of all other assets (see instructions)................
1c
126,814,375
d
Total (add lines 1a, b, and c).........................
1d
137,855,389
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
137,855,389
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,067,831
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
135,787,558
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,789,378
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
6,789,378
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
70,953
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
14,008
c
Add lines 2a and 2b............................
2c
84,961
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,704,417
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,704,417
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,704,417
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
7,443,491
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
7,443,491
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 6,704,417
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 596,926
b From 2020...... 558,556
c From 2021......  
d From 2022...... 417,573
e From 2023...... 814,216
f Total of lines 3a through e ........ 2,387,271
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,443,491
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 6,704,417
e Remaining amount distributed out of corpus 739,074
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,126,345
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
596,926
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
2,529,419
10 Analysis of line 9:
a Excess from 2020.... 558,556
b Excess from 2021....  
c Excess from 2022.... 417,573
d Excess from 2023.... 814,216
e Excess from 2024.... 739,074
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOHN B KRIEGER EXECUTIVE DIRECTOR
420 LEXINGTON AVE SUITE 2803
NEW YORK,NY10170
(212) 644-0322
bThe form in which applications should be submitted and information and materials they should include:
NONPROFIT ORGANIZATIONS BASED IN NEW YORK CITY AND NORTHERN NEW JERSEY THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FALL WITHIN THE PROGRAM AREAS OF THE FOUNDATION ARE WELCOME TO SUBMIT AN INQUIRY OR PROPOSAL LETTER BY EMAIL TO APPLICATION@ACHELISBODMAN.ORG. (PLEASE DO NOT SEND FULL PROPOSALS UNLESS REQUESTED.) AN INITIAL INQUIRY TO THE ACHELIS AND BODMAN FOUNDATION SHOULD INCLUDE ONLY THE FOLLOWING ITEMS: 1. A PROPOSAL LETTER THAT BRIEFLY SUMMARIZES THE HISTORY OF THE PROJECT, NEED, OBJECTIVES, TIME PERIOD, KEY STAFF, PROJECT BUDGET, AND EVALUATION PLAN. 2. LATEST ANNUAL REPORT. 3. LATEST COMPLETE AUDITED FINANCIAL STATEMENTS. 4. IRS 501(C)(3) TAX-EXEMPTION LETTER.
cAny submission deadlines:
THERE ARE NO SUBMISSION DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION GENERALLY DOES NOT MAKE GRANTS FOR THE FOLLOWING PURPOSES OR PROGRAM AREAS: -NONPROFIT ORGANIZATIONS OUTSIDE OF NEW YORK AND NEW JERSEY -ANNUAL APPEALS, DINNER FUNCTIONS, AND FUNDRAISING EVENTS -ENDOWMENTS AND CAPITAL CAMPAIGNS -LOANS AND DEFICIT FINANCING -DIRECT GRANTS TO INDIVIDUALS -INDIVIDUAL DAY-CARE AND AFTER-SCHOOL PROGRAMS -HOUSING -ORGANIZATIONS OR PROJECTS BASED OUTSIDE THE U.S. -SMALL ART, DANCE, MUSIC, AND THEATER GROUPS -INDIVIDUAL K-12 SCHOOLS (EXCEPT CHARTER SCHOOLS) -NATIONAL HEALTH AND MENTAL HEALTH ORGANIZATIONS -GOVERNMENT AGENCIES OR NONPROFIT ORGANIZATIONS SIGNIFICANTLY FUNDED OR REIMBURSED BY GOVERNMENT AGENCIES
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

BRICK PRESBYTERIAN CHURCH

62 EAST 92ND STREET
NEW YORK,NY10128
NONE PC 2024 STEWARDSHIP CAMPAIGN 5,000

AMERICAN BALLET THEATRE

890 BROADWAY
NEW YORK,NY100031278
NONE PC GENERAL OPERATING SUPPORT 25,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
NONE PC GENERAL OPERATING SUPPORT 1,500

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
NONE PC AMERICA AT 250 100,000

AMERICAN FEDERATION FOR CHILDREN GROWTH FUND

5950 BERKSHIRE LANE SUITE 325
DALLAS,TX75225
NONE PC GENERAL OPERATING SUPPORT 50,000

AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS

321 WALL STREET
PRINCETON,NJ08540
NONE PC IMAGING EQUIPMENT 75,000

ANIMAL CARE CENTERS OF NYC

11 PARK PLACE SUITE 805
NEW YORK,NY10007
NONE PC COMMUNITY PETS PROGRAM 25,000

ATLAS NETWORK TWO LIBERTY CENTER

4075 WILSON BOULEVARD SUITE 310
ARLINGTON,VA22203
NONE PC LATIN AMERICA INITIATIVES 150,000

BEST BUDDIES NEW YORK CO KLINGMAN & ASSOCIATES

120 WEST 45TH STREET SUITE 3800
NEW YORK,NY10036
NONE PC FRIENDSHIP, LEADERSHIP, AND 50,000

BILLION OYSTER PROJECT

10 SOUTH STREET SLIP 7
NEW YORK,NY10004
NONE PC HUDSON REEFS MITIGATION BANK 50,000

BRONX SCHOOL FOR MUSIC

3348 PERRY AVENUE
BRONX,NY10467
NONE PC GENERAL OPERATING SUPPORT 1,500

BRONX SCHOOL FOR MUSIC

3348 PERRY AVENUE
BRONX,NY10467
NONE PC GENERAL OPERATING SUPPORT 50,000

CURE JM FOUNDATION

PO BOX 45768
BALTIMORE,MD21297
NONE PC PLEDGE DONATION 10,000

CANCER RESEARCH INSTITUTE

29 BROADWAY 4TH FLOOR
NEW YORK,NY100063201
NONE PC LLOYD J. OLD STAR PROGRAM 100,000

CARING CONTACT

PO BOX 2376
WESTFIELD,NJ07091
NONE PC GENERAL OPERATING SUPPORT 25,000

CATHOLIC INFORMATION CENTER

1501 K STREET NW
WASHINGTON,DC20005
NONE PC A BOOK, BEYOND THE LEATHERSTOCKING 75,000

CATHOLIC SCHOOLS FOUNDATION

67 BATTERYMARCH STREET 6TH FLOOR
BOSTON,MA02110
NONE PC GENERAL OPERATING SUPPORT 20,000

CHESS IN THE SCHOOLS

520 EIGHTH AVENUE FLOOR 22 SUITE
2206
NEW YORK,NY10018
NONE PC COLLEGE BOUND / COLLEGE SUCCESS 35,000

CHILD RESCUE COALITION

604 BANYAN TRAIL 812530
BOCA RATON,FL33431
NONE PC FOR TRAININGS IN NEW YORK CITY 50,000

CHRISTODORA

1 EAST 53RD STREET SUITE 1401
NEW YORK,NY10022
NONE PC GENERAL OPERATING SUPPORT 12,000

CIVIC SPIRIT

52 VANDERBILT AVENUE SUITE 1410
NEW YORK,NY10017
NONE PC PROGRAMS IN NEW YORK CITY 50,000

CLARION MUSIC SOCIETY

119 EAST 74TH STREET
NEW YORK,NY10021
NONE PC GENERAL OPERATING SUPPORT 3,500

CLARION MUSIC SOCIETY

119 EAST 74TH STREET
NEW YORK,NY10021
NONE PC GENERAL OPERATING SUPPORT 3,000

COALITION AGAINST TRAFFICKING IN WOMEN (CATW)

PO BOX 7160 JAF STATION
NEW YORK,NY10116
NONE PC NEW YORK STATE AND CITY PROGRAMS 25,000

COALITION FOR THE HOMELESS

129 FULTON STREET
NEW YORK,NY10038
NONE PC CAMP HOMEWARD BOUND IN SUMMER 25,000

COMMON GOOD INSTITUTE

222 EAST 46TH STREET SUITE 401
NEW YORK,NY10017
NONE PC REMOVING PUBLIC UNION CONTROL OVER 50,000

CONNECTIONS MENTOR

PO BOX 361
NEW YORK,NY10033
NONE PC GENERAL OPERATING SUPPORT 25,000

CONTACT OF OCEAN AND MONMOUTH COUNTIES

P O BOX 1121
TOMS RIVER,NJ08754
NONE PC EXPANSION IN MONMOUTH COUNTY 25,000

CRISTO REY BROOKLYN HIGH SCHOOL

710 EAST 37TH STREET
BROOKLYN,NY11203
NONE PC CORPORATE WORK STUDY PROGRAM 50,000

DARTMOUTH NATURAL RESOURCES TRUST

404 ELM STREET
DARTMOUTH,MA02748
NONE PC GENERAL OPERATING SUPPORT 2,000

DONORS TRUST & DONORS CAPITAL FUND

1800 DIAGONAL STREET SUITE 280
ALEXANDRIA,VA22314
NONE PC ACTIVITIES IN NEW YORK, NEW JERSEY 50,000

DONORS TRUST & DONORS CAPITAL FUND

1800 DIAGONAL STREET SUITE 280
ALEXANDRIA,VA22314
NONE PC GENERAL OPERATING SUPPORT 50,000

EISENHOWER FOUNDATION

PO BOX 295 200 SOUTHEAST 4TH STREET
ABILENE,KS67410
NONE PC GENERAL OPERATING SUPPORT 50,000

EMMA'S TORCH

257 15TH STREET SUITE 404
BROOKLYN,NY11215
NONE PC GENERAL OPERATING SUPPORT 50,000

EMPIRE CENTER FOR PUBLIC POLICY

PO BOX 7113
ALBANY,NY12224
NONE PC ENERGY PROGRAM 100,000

ENGIN

PO BOX 10225
ROCKVILLE,MD20849
NONE PC GENERAL OPERATING SUPPORT 50,000

ENGLISH-SPEAKING UNION OF THE UNITED STATES

144 EAST 39TH STREET
NEW YORK,NY10016
NONE PC 2025 NATIONAL SHAKESPEARE 50,000

FAST FEET NYC

67 WEST STREET SUITE 520
BROOKLYN,NY11222
NONE PC GENERAL OPERATING SUPPORT 35,000

FIGHTING CHILDREN'S CANCER FOUNDATION

55 LANE ROAD SUITE 300
FAIRFIELD,NJ07004
NONE PC FAMILY ASSISTANCE RELIEF FUND 10,000

FISHERS ISLAND COMMUNITY CENTER

PO BOX 464
FISHERS ISLAND,NY06390
NONE PC GENERAL OPERATING SUPPORT 1,000

FISHERS ISLAND LIBRARY ASSOCIATION

988 ORIENTAL AVENUE
FISHERS ISLAND,NY06390
NONE PC GENERAL OPERATING SUPPORT 2,000

FORT GREENE PARK CONSERVANCY

85 SOUTH OXFORD STREET
BROOKLYN,NJ11217
NONE PC HORTICULTURE AND MAINTENANCE 25,000

FOUNDATION FOR CULTURAL REVIEW

900 BROADWAY SUITE 602
NEW YORK,NY10003
NONE PC GENERAL OPERATING SUPPORT 2,000

FOUNTAIN HOUSE

425 WEST 47TH STREET
NEW YORK,NY100362304
NONE PC EMPLOYMENT RESOURCE CENTER 50,000

FRACTURED ATLAS

PO BOX 55
HARTSDALE,NY105300055
NONE PC FOR A PLAY, TALKING WITH ANGELS: 25,000

FRESH AIR FUND

633 THIRD AVENUE 14TH FLOOR
NEW YORK,NY10017
NONE PC COMMUNITY OUTREACH, PARTNERSHIPS 100,000

GALLOPNYC

88-03 70TH ROAD
FOREST HILLS,NY11375
NONE PC GENERAL OPERATING SUPPORT 25,000

GENESYS WORKS

55 EXCHANGE PLACE SUITE 503
NEW YORK,NY10005
NONE PC GENERAL OPERATING SUPPORT 75,000

GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY

49 WEST 45TH STREET 6TH FLOOR
NEW YORK,NY10036
NONE PC GENERAL OPERATING SUPPORT 4,000

GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY

49 WEST 45TH STREET 6TH FLOOR
NEW YORK,NY10036
NONE PC NEW YORK CITY PROGRAMS 125,000

GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY

49 WEST 45TH STREET 6TH FLOOR
NEW YORK,NY10036
NONE PC BOOK, THE LAST ADIEU, BY RYAN COLE 33,000

GLOBAL WARMING POLICY FOUNDATION (AMERICAN FRIENDS OF)

PO BOX 186
NORTH LAKE,WI53064
NONE PC NET ZERO AND LIBERTY PROJECT 75,000

GRACE INSTITUTE

40 RECTOR STREET 14TH FLOOR
NEW YORK,NY10006
NONE PC GENERAL OPERATING SUPPORT 75,000

GRACE OUTREACH

378 EAST 151ST STREET FIFTH FLOOR
BRONX,NY10455
NONE PC GENERAL OPERATING SUPPORT 50,000

GRASSROOTS GROCERY

1760 SECOND AVENUE UNIT 20F
NEW YORK,NY10128
NONE PC GENERAL OPERATING SUPPORT 25,000

GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION

232 EAST 11TH STREET
NEW YORK,NY10003
NONE PC GENERAL OPERATING SUPPORT 25,000

GREEN-WOOD CEMETERY

500 25TH STREET
BROOKLYN,NY11232
NONE PC BRIDGE TO CRAFTS CAREERS PROGRAM 30,000

HAMILTON PARTNERSHIP FOR PATERSON

72 MCBRIDE AVENUE 2ND FLOOR
PATERSON,NJ07501
NONE PC YOUTH PROGRAMS 25,000

HAPPINESS IS CAMPING

62 SUNSET LAKE ROAD
HARDWICK,NJ07825
NONE PC 2024 SUMMER CAMP 25,000

HELEN KELLER SERVICES FOR THE BLIND

180 LIVINGSTON STREET 2ND FLOOR
BROOKLYN,NY11201
NONE PC ASSISTIVE TECHNOLOGY 30,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVENUE NE
WASHINGTON,DC200024999
NONE PC AMERICAS 250TH INNOVATION PRIZES 75,000

HISPANIC SOCIETY MUSEUM & LIBRARY

613 WEST 155TH STREET
NEW YORK,NY10032
NONE PC LIBRARY DIGITIZATION PROJECT 50,000

HOLY APOSTLES SOUP KITCHEN

296 NINTH AVENUE
NEW YORK,NY10001
NONE PC GENERAL OPERATING SUPPORT 25,000

HOSPITAL FOR SPECIAL SURGERY

535 EAST 70TH STREET
NEW YORK,NY10021
NONE PC RESEARCH ON JUVENILE DERMATOMYOSITIS 150,000

HOTCHKISS SCHOOL ALUMNI & DEVELOPMENT OFFICE

11 INTERLAKEN ROAD
LAKEVILLE,CT060392141
NONE PC GENERAL OPERATING SUPPORT 1,000

HOUSE OF THE REDEEMER

7 EAST 95TH STREET
NEW YORK,NY10128
NONE PC GENERAL OPERATING SUPPORT 50,000

HUDSON INSTITUTE

1201 PENNSYLVANIA AVENUE NW SUITE
400
WASHINGTON,DC20004
NONE PC GENERAL OPERATING SUPPORT 4,000

HUDSON INSTITUTE

1201 PENNSYLVANIA AVENUE NW SUITE
400
WASHINGTON,DC20004
NONE PC EXECUTING ECONOMIC CONTAINMENT: A 200,000

INDIANA UNIVERSITY FOUNDATION INSTITUTE FOR THE STUDY OF CONTEMPORARY ANTIS

GOODBODY HALL 306 1101 EAST THIRD
STREET
BLOOMINGTON,IN47405
NONE PC INSTITUTE FOR THE STUDY OF CONTEMPORARY ANTISEMITISM 1,500

INDIANA UNIVERSITY FOUNDATION

PO BOX 500
BLOOMINGTON,IN47402
NONE PC EVIDENCE-BASED SOLUTIONS FOR 5,000

INSPIRING FUTURES

461 WEST 126TH STREET 5W
NEW YORK,NY10027
NONE PC GENERAL OPERATING SUPPORT 35,000

INSTITUTE FOR FREE SPEECH

1150 CONNECTICUT AVE NW SUITE 801
WASHINGTON,DC20036
NONE PC GENERAL OPERATING SUPPORT 50,000

INSTITUTE FOR THE STUDY OF THE ANCIENT WORLD NEW YORK UNIVERSITY

15 EAST 84TH STREET
NEW YORK,NY10028
NONE PC EXHIBITION, MADINAT AL-ZAHRA: THE RADIANT CAPITAL OF ISLAMIC SPAIN 50,000

IRISH REPERTORY THEATRE

132 WEST 22ND STREET
NEW YORK,NY10011
NONE PC GENERAL OPERATING SUPPORT 25,000

ISLAND HEALTH PROJECT

PO BOX 344
FISHERS ISLAND,NY06390
NONE PC GENERAL OPERATING SUPPORT 2,000

ISRAEL ON CAMPUS COALITION

PO BOX 34640
WASHINGTON,DC20043
NONE PC ACADEMIC ENGAGEMENT NETWORK 1,500

JAMES MADISON INSTITUTE

THE COLUMNS 100 NORTH DUVAL STREET
TALLAHASSEE,FL32301
NONE PC GENERAL OPERATING SUPPORT 50,000

JEWISH MUSEUM

1109 FIFTH AVENUE
NEW YORK,NY10128
NONE PC FOR AN EXHIBITION, THE BOOK OF ESTHER 50,000

KENYON COLLEGE

106 COLLEGE PARK DR
GAMBIER,OH43022
NONE PC ANNUAL FUND 10,000

KINGS BAY YM-YWHA

3495 NOSTRAND AVENUE
BROOKLYN,NY11229
NONE PC 2024 SUMMER CAMP 25,000

KITE & KEY MEDIA

137 MONTAGUE STREET 132
BROOKLYN,NY11201
NONE PC ORIGINALS VIDEO SERIES 50,000

LEONARDO DA VINCI DNA PROJECT

855 WEST END AVENUE APT 7B
NEW YORK,NY10025
NONE PC GENERAL OPERATING SUPPORT 50,000

LET GROW

228 PARK AVENUE SOUTH 77212
NEW YORK,NY10003
NONE PC GENERAL OPERATING SUPPORT 50,000

LIGHTHOUSE WORKS

1070 MONTAUK AVENUE 305
FISHERS ISLAND,NY06390
NONE PC GENERAL OPERATING SUPPORT 1,000

LUNCH BREAK

121 DRS JAMES PARKER BOULEVARD
RED BANK,NJ07701
NONE PC GENERAL OPERATING SUPPORT 25,000

MADISON SQUARE PARK CONSERVANCY

ELEVEN MADISON AVENUE 15TH FLOOR
NEW YORK,NY10010
NONE PC HORTICULTURE AND PARK OPERATIONS 25,000

MANHATTAN INSTITUTE FOR POLICY RESEARCH

52 VANDERBILT AVENUE
NEW YORK,NY10017
NONE PC GENERAL OPERATING SUPPORT 2,000

MANHATTAN INSTITUTE FOR POLICY RESEARCH

52 VANDERBILT AVENUE
NEW YORK,NY10017
NONE PC URBAN POLICY AND HOMELESSNESS 300,000

MONMOUTH MEDICAL CENTER SOUTHERN CAMPUS FOUNDATION

600 RIVER AVENUE
LAKEWOOD,NJ08701
NONE PC CAREGIVERS AND BEREAVEMENT MENTAL HEALTH COUNSELING SUPPORT GROUPS PROGRAM 25,000

MONROE COUNTY COMMUNITY SCHOOLS FOUNDATION

NORTH DR
BLOOMINGTON,IN47401
NONE PC GLOBAL LEARNERS PROGRAM AND GENERAL SUPPORT 550

MORNINGSIDE INSTITUTE

490 RIVERSIDE DRIVE 11TH FLOOR
NEW YORK,NY10027
NONE PC GENERAL OPERATING SUPPORT 50,000

MUNICIPAL ART SOCIETY OF NEW YORK

488 MADISON AVENUE SUITE 1900
NEW YORK,NY10022
NONE PC TO CLEAN AND RESTORE THE ROCKET 25,000

MUSEUM OF THE CITY OF NEW YORK

1220 FIFTH AVENUE
NEW YORK,NY100295287
NONE PC FOR AN EXHIBITION, THE OCCUPIED CITY 50,000

MUSICIANS ADVOCACY FUND

178 COLUMBUS AVENUE PO BOX 230849
NEW YORK,NY10023
NONE PC GENERAL OPERATING SUPPORT 25,000

NASAREANORG

112 SOUTH MAIN STREET 181
STOWE,VT05672
NONE PC GENERAL OPERATING SUPPORT 5,000

NASAREANORG

112 SOUTH MAIN STREET 181
STOWE,VT05672
NONE PC GENERAL OPERATING SUPPORT 5,000

NATIONAL CIVIC ART SOCIETY

300 NEW JERSEY AVENUE NW SUITE 300
WASHINGTON,DC20001
NONE PC ARCHITECTURE OF DEMOCRACY PROJECT 50,000

NATIONAL CONSTITUTION CENTER

INDEPENDENCE MALL 525 ARCH STREET
PHILADELPHIA,PA19106
NONE PC TO DEVELOP A MIDDLE SCHOOL VERSION OF CONSTITUTION 101: AN INTRODUCTION TO THE CONSTITUTION 50,000

NATIONAL LIGHTHOUSE MUSEUM

PROMENADE AT LIGHTHOUSE POINT 200
STATEN ISLAND,NY10301
NONE PC GENERAL OPERATING SUPPORT 35,000

NATIONAL SAWDUST

80 NORTH 6TH STREET
BROOKLYN,NY11249
NONE PC GENERAL OPERATING SUPPORT 25,000

NEW 42ND STREET

229 WEST 42ND STREET 10TH FLOOR
NEW YORK,NY10036
NONE PC NEW VICTORY THEATER 25,000

NEW CITY KIDS

936 ALPINE AVENUE NW
GRAND RAPIDS,MI49504
NONE PC YOUTH PROGRAMS IN NEW JERSEY 75,000

NEW YORK CITY BALLET

DAVID H KOCH THEATER 20 LINCOLN
CENTER
NEW YORK,NY10023
NONE PC GENERAL OPERATING SUPPORT 25,000

NEW YORK CLASSICAL THEATRE

64 FULTON STREET SUITE 1108
NEW YORK,NY100382748
NONE PC SUMMER 2024 PERFORMANCES OF HENRY IV 25,000

NEW YORK COMMON PANTRY

8 EAST 109TH STREET
NEW YORK,NY100293402
NONE PC FOOD PANTRY 25,000

NEW YORK LANDMARKS CONSERVANCY

ONE WHITEHALL STREET
NEW YORK,NY10004
NONE PC SACRED SITES PROGRAM 50,000

NEW YORK SOCIETY LIBRARY

53 EAST 79TH STREET
NEW YORK,NY10075
NONE PC GENERAL OPERATING SUPPORT 50,000

NEW YORK THEATRE BALLET

131 EAST 10TH STREET
NEW YORK,NY10003
NONE PC GENERAL OPERATING SUPPORT 25,000

NEW-YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024
NONE PC GENERAL OPERATING SUPPORT 4,000

NEW-YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024
NONE PC NEW CONSERVATION STUDIO 150,000

92ND STREET YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION

1395 LEXINGTON AVENUE
NEW YORK,NY10128
NONE PC 150TH ANNIVERSARY PROGRAMS 50,000

NORTH SHORE LAND ALLIANCE

345 OYSTER BAY ROAD
LOCUST VALLEY,NY11560
NONE PC PURCHASE OF 4.5 ACRES OF LAND 50,000

NPOWER NEW YORK

55 WASHINGTON STREET SUITE 560
BROOKLYN,NY11201
NONE PC TECH FUNDAMENTALS PROGRAM IN NEW 75,000

NYC H2O

PO BOX 20773
NEW YORK,NY10009
NONE PC ECO INTERNSHIP PROGRAM 25,000

OLMSTED NETWORK

1101 30TH STREET NW SUITE 500
WASHINGTON,DC20007
NONE PC CONFERENCE IN NEWBURGH, NY, IN 25,000

ORCHESTRA OF ST LUKE'S

450 WEST 37TH STREET
NEW YORK,NY10018
NONE PC EDUCATION AND COMMUNITY 25,000

PAIDEIA INSTITUTE FOR HUMANISTIC STUDY

PO BOX 670
NEW YORK,NY10012
NONE PC LIVING ANCIENT GREEK 50,000

PARTNERSHIP TO END HUMAN TRAFFICKING

152 EAST PUTNAM AVENUE PO BOX 23
COS COB,CT06807
NONE PC GENERAL OPERATING SUPPORT 50,000

PAWSABILITY DOG CLUB

1510 GATES AVENUE
BROOKLYN,NY11237
NONE PC GENERAL OPERATING SUPPORT 35,000

PERSUASION INSTITUTE

PO BOX 21586 2300 18TH STREET NW
WASHINGTON,DC20009
NONE PC GENERAL OPERATING SUPPORT 50,000

PHAROS FOUNDATION

66 LINCOLNS INN FIELDS
OXFORD,LONDON  
UK
NONE PC U.S. FUNDRAISING AND OUTREACH 25,000

PHILOS PROJECT

12 EAST 33RD STREET FLOOR 2
NEW YORK,NY10016
NONE PC PREPARATORY WORK FOR A 2025 VISIT TO INDIANA UNIVERSITY 5,000

PHILOS PROJECT

12 EAST 33RD STREET FLOOR 2
NEW YORK,NY10016
NONE PC PHILOS CATHOLIC 50,000

POLICE ATHLETIC LEAGUE

34 1/2 EAST 12TH STREET
NEW YORK,NY10003
NONE PC YOUTH LINK PROGRAM 50,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BOULEVARD 552
SHERMAN OAKS,CA91403
NONE PC EDUCATIONAL INITIATIVE FOR 18-25 YEAR OLDS 50,000

PRESERVATION LONG ISLAND

161 MAIN STREET PO BOX 148
COLD SPRING HARBOR,NY11724
NONE PC GENERAL OPERATING SUPPORT 2,000

QUEENS BOTANICAL GARDEN

43-50 MAIN STREET
FLUSHING,NY11355
NONE PC GENERAL OPERATING SUPPORT 25,000

REAL CLEAR FOUNDATION

666 DUNDEE ROAD BUILDING 600
NORTHBROOK,IL60062
NONE PC ENERGY REALISM 50,000

RESTORE NYC

20 W 46TH STREET 2B
NEW YORK,NY10036
NONE PC CLIENT SERVICES PROGRAM 35,000

RETHINKNYC

305 CANAL STREET
NEW YORK,NY10013
NONE PC DIGITAL MODELING OF THE ORIGINAL PENN 50,000

ROCKEFELLER UNIVERSITY

1230 YORK AVENUE
NEW YORK,NY100216399
NONE PC RESEARCH OF JIANKUN (JK) LYU, PH.D., 500,000

ROSENWALD PARK CAMPAIGN

19 MAPLEWOOD PARK COURT
BETHESDA,MD20814
NONE PC GENERAL OPERATING SUPPORT 5,000

THE SALIENT OF HARVARD COLLEGE

8 ELIOT STREET 2ND FLOOR
CAMBRIDGE,MA02138
NONE PC GENERAL OPERATING SUPPORT 25,000

SALISBURY SCHOOL

251 CANAAN ROAD
SALISBURY,CT06068
NONE PC GENERAL OPERATING SUPPORT 20,000

SAVE THE REDWOODS LEAGUE

111 SUTTER STREET 11TH FLOOR
SAN FRANCISCO,CA94104
NONE PC SONOMA COAST REDWOODS 50,000

SCHOOL OF AMERICAN BALLET

70 LINCOLN CENTER PLAZA
NEW YORK,NY100236592
NONE PC GENERAL OPERATING SUPPORT 25,000

SEARCH AND CARE

207 E 94TH STREET MEZZANINE
NEW YORK,NY10128
NONE PC GENERAL OPERATING SUPPORT 25,000

SECOND STAGE THEATRE

1501 BROADWAY SUITE 518
NEW YORK,NY10036
NONE PC GENERAL OPERATING SUPPORT 25,000

SHORE CLUBHOUSE

266 BROADWAY
LONG BRANCH,NJ07740
NONE PC GENERAL OPERATING SUPPORT 50,000

SMART APPROACHES TO MARIJUANA

107 S WEST STREET 757
ALEXANDRIA,VA22314
NONE PC RESEARCH ON SUPERVISED INJECTION SITES IN NEW YORK CITY AND A PUBLIC MARIJUANA AWARENESS CAMPAIGN IN NEW YORK CITY 100,000

SOUTH STREET SEAPORT MUSEUM

12 FULTON STREET
NEW YORK,NY10038
NONE PC GENERAL OPERATING SUPPORT 35,000

SPECIAL STRIDES

118 FEDERAL ROAD
MONROE TOWNSHIP,NJ08831
NONE PC GENERAL OPERATING SUPPORT 25,000

ST JOHN'S BREAD AND LIFE

795 LEXINGTON AVENUE
BROOKLYN,NY11221
NONE PC GENERAL OPERATING SUPPORT 25,000

SCAN-HARBOR

345 EAST 102ND STREET
NEW YORK,NY10029
NONE PC VIOLENCE PREVENTION PROGRAM 25,000

THEATRE FOR A NEW AUDIENCE

154 CHRISTOPHER STREET SUITE 3D
NEW YORK,NY10014
NONE PC PRODUCTION OF HENRY IV 25,000

THOMAS B FORDHAM INSTITUTE

1015 18TH ST NW SUITE 902
WASHINGTON,DC20036
NONE PC A STUDY, STATE OF THE UNIONS: UPDATED STATE-BY-STATE RANKINGS OF TEACHER UNION STRENGTH 25,000

TOMS RIVER FIELD OF DREAMS

37 HARPERS FERRY ROAD
TOMS RIVER,NJ08753
NONE PC CAMP ABILITIES IN SUMMER 2024 10,000

TRAIN FOUNDATION

31 WEST 34TH STREET 7TH FLOOR 7010
NEW YORK,NY10001
NONE PC CIVIL COURAGE PRIZE 25,000

TURQUOISE MOUNTAIN FOUNDATION CO OCONNELL & GLOCK PC

1634 I STREET NW SUITE 1025
WASHINGTON,DC20006
NONE PC GENERAL OPERATING SUPPORT 20,000

VISIONINTOART

440 KENT AVENUE 19A
BROOKLYN,NY11249
NONE PC SENSORIUM EX 35,000

VISITING NEIGHBORS

3 WASHINGTON SQUARE VILLAGE SUITE
1F
NEW YORK,NY10012
NONE PC GENERAL OPERATING SUPPORT 25,000

VITAL CITY

605 WEST 113TH STREET
NEW YORK,NY10025
NONE PC GENERAL OPERATING SUPPORT 50,000

WALSH PARK BENEVOLENT CORP

BOX 684
FISHER ISLAND,NY06390
NONE PC GENERAL OPERATING SUPPORT 1,000

WEST POINT ASSOCIATION OF GRADUATES

698 MILLS ROAD
WEST POINT,NY10996
NONE PC WEST POINT PARENTS FUND 5,000

WEST POINT ASSOCIATION OF GRADUATES

698 MILLS ROAD
WEST POINT,NY10996
NONE PC NYC-RELATED ACTIVITIES OF THE CYBER 50,000

WEST POINT ASSOCIATION OF GRADUATES

698 MILLS ROAD
WEST POINT,NY10996
NONE PC RESEARCH PROJECT, CHINAS EXTERNAL 30,000

WILD BIRD FUND

565 COLUMBUS AVENUE
NEW YORK,NY10024
NONE PC BROOKLYN EXPANSION 5,000

WOODSON CENTER

1625 K STREET NW SUITE 410
WASHINGTON,DC20006
NONE PC GENERAL OPERATING SUPPORT 50,000
Total .................................right arrow 3a 6,671,050
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....   32,996 14 1,383,422  
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 .....     14 4,320,174  
8 Gain or (loss) from sales of assets other than
inventory ............
  85,138 18 -340,653  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM LIMITED PARTNERSHIPS
900099   14    
bOTHER INVESTMENT INCOME     14 234,988  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 118,134 5,597,931 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,716,065
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDITING AND TAX SERVICES 59,910 0 0 59,910
BOOKKEEPING SERVICES 26,000 0 0 26,000

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Name of Stock End of Year Book Value End of Year Fair Market Value
ZIMMER BIOMET HOLDINGS, INC 401,394 401,394
SS&C TECHNOLOGIES HOLDINGS INC 335,326 335,326
CALLAWAY GOLF CO 198,072 198,072
NCR CORP NEW 379,216 379,216
PENN NATL GAMING INC 374,598 374,598
ULTRA CLEAN HOLDING 161,775 161,775
LIONS GATE ENTERTAINMENT B 299,735 299,735
GRAPHIC PACKAGING HLDG CO 366,660 366,660
SENSATA TECHNOLOGIES 279,480 279,480
DUN & BRADSTREET HOLDINGS 171,948 171,948
ELANCO ANIMAL HEALTH INC 409,924 409,924
DEVON ENERGY CORP 205,119 205,119
MICRON TECHNOLOGY INC 368,200 368,200
MOHAWK INDS INC 222,773 222,773
NASDAQ OMX GROUP 351,761 351,761
OKTA, INC. 253,342 253,342
PINTEREST, INC. 339,300 339,300
ALPHABET INC 398,020 398,020
BERKSHIRE HATHAWAY INC CL B 421,550 421,550
BAXTER INTERNATIONAL INC 349,920 349,920
WALT DISNEY CO 470,454 470,454
HARRIS CORPORATION 357,476 357,476
BANK OF AMERICA CORP 404,340 404,340
AXALTA COATING SYSTEMS LTD 167,678 167,678
CORNING INC 163,944 163,944

TY 2024 InvestmentsOtherSchedule2
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
RCP SECONDARY OPPORTUNITY FUND II, LP FMV 228,056 228,056
SILVER POINT CAPITAL OFFSHORE FUND, LTD. FMV 5,172,574 5,172,574
SEACOAST CAPITAL PARTNERS IV LP FMV 366,956 366,956
RIVERSIDE ACCELERATION CAPITAL FUND II LP FMV 745,464 745,464
RBC EMERGING MARKETS FMV 2,732,634 2,732,634
SEACOAST CAPITAL PARTNERS III FMV 94,160 94,160
TIFF PRIVATE EQUITY PARTNERS 2009 FMV 65,272 65,272
TIFF PRIVATE EQUITY PARTNERS 2007 FMV 608,401 608,401
TIFF PRIVATE EQUITY PARTNERS 2008 FMV 459,597 459,597
QUINN OPPORTUNITIES OFFSHORE LTD FMV 2,135,986 2,135,986
TIFF PRIVATE EQUITY PARTNERS 2012 FMV 2,440,701 2,440,701
TIFF PRIVATE EQUITY PARTNERS 2013 FMV 1,307,610 1,307,610
TIFF PRIVATE EQUITY PARTNERS 2014 FMV 1,375,653 1,375,653
TIFF PRIVATE EQUITY PARTNERS 2015 FMV 3,561,692 3,561,692
TIFF SPECIAL OPPORTUNITIES FUND FMV 1,006,026 1,006,026
TOPSPIN PARTNERS III FMV 1,724,722 1,724,722
VANGUARD SHORT-TERM BOND INDEX FMV 1,809,986 1,809,986
VERDAD JAPAN FUND LP FMV 2,433,987 2,433,987
VISTA CREDIT PARTNERS III FMV 1,857,155 1,857,155
STEELHEAD PATHFINDER FUND LTD FMV 2,988,773 2,988,773
PRIVATE ADVISORS SECONDARY FUND VI LP FMV 2,639,863 2,639,863
MCR TEXAS LLC FMV 779,632 779,632
PRIVATE ADVISORS REAL ASSETS FUND III FMV 5,498,682 5,498,682
APOLLO EUROPEAN PRINCIPAL FINANCE FUND III FMV 632,425 632,425
ARES PRIVATE CREDIT SOLUTIONS FMV 1,681,433 1,681,433
ARKA INDIA FUND FMV 2,815,846 2,815,846
ARTISAN FUNDS INTL VALUE FMV 7,575,827 7,575,827
ARTISAN FUNDS SM/MID-INV FMV 884,664 884,664
BRIGHTWOOD CAPITAL SBIC II LP FMV 207,671 207,671
BROWN ADVISORY WINSLOW FMV 4,602,571 4,602,571
CARLYLE INTL ENERGY PARTNERS, LP FMV 560,540 560,540
CYPRIUM INVESTORS IV AIV I LP FMV 212,071 212,071
CYPRIUM INVESTORS IV LP FMV 61,452 61,452
CYPRIUM SBIC I LP FMV 286,453 286,453
DELAWARE EMERGING MARKETS FMV 3,027,040 3,027,040
DODGE & COX INCOME FD FMV 3,290,496 3,290,496
DORCHESTER CAPITAL SECONDARIES FMV 1,060,309 1,060,309
PRIVATE ADVISORS SECONDARY FUND V LP FMV 2,068,683 2,068,683
ELLIOTT INTERNATIONAL LIMITED FMV 8,149,208 8,149,208
HENGISTBURY FUND 2013 FMV 6,977,346 6,977,346
HIGH GROUND INVESTMENT MANAGEMENT LLP FMV 1,295,078 1,295,078
HIGHCLERE INTERNATIONAL FMV 982,210 982,210
LCP IX OFFSHORE LP FMV 3,506,709 3,506,709
MAKIRA OFFSHORE INVESTORS LTD FMV 11,114,893 11,114,893
MCR HOSPITALITY FUND LP FMV 1,802,108 1,802,108
WCM FOCUSED INTERNATIONAL GROWTH FUND FMV 3,467,039 3,467,039
NEW CANAAN FUNDING MEZZANINE VI SBIC LP FMV 462,927 462,927
NEW CANAAN FUNDING MEZZANINE VII SBIC LP FMV 1,949,347 1,949,347
PATHSTONE PMA INC FMV 2,753,405 2,753,405
PORTOLAN PILOT LONG ONLY FUND LP FMV 13,797,564 13,797,564
FORWARD VENTURES IV LP FMV 5,239 5,239
ALLIANCEBERNSTEIN S/M VAL-AD FMV 2,065,103 2,065,103
SEACOAST CAPITAL PARTNERS V FMV 300,339 300,339
RIVERSIDE ACCELERATION OPPORTUNITY FUND II FMV 1,643,717 1,643,717
APOGEM SECONDARY FUND VII FMV 104,399 104,399

TY 2024 OtherAssetsSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 27,000 27,000 27,000


TY 2024 OtherExpensesSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES 1,654 83 0 1,571
TELEPHONE 25,482 1,274 0 24,208
PAYROLL SERVICE 4,484 0 0 0
OTHER 197 17 0 180
STATE FILING FEE 1,500 0 0 1,500
INSURANCE 5,332 0 0 0
POSTAGE 967 48 0 919
LIMITED PARTNERSHIP EXPENSES 0 1,256,340 0 0
LESS: AMOUNT ATTRIBUTABLE TO UBIT 0 -330,814 0 0


TY 2024 OtherIncomeSchedule2
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP INCOME 4,320,174 1,435,017 0
LESS: AMOUNT ATTRIBUTABLE TO UBIT 0 -610,349 0
OTHER INVESTMENT INCOME 234,988 234,988 0


TY 2024 OtherIncreasesSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Description Amount
UNREALIZED GAIN ON INVESTMENTS 4,122,342
PARTNERSHIPS UNREALIZED GAINS (LOSSES) 3,858,277


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 217,512 217,512 0 0
CUSTODIAL FEES 21,318 21,318 0 0
CONSULTING FEE 37,500 0 0 37,500


TY 2024 TaxesSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAXES PAID THROUGH PARTNERSHIPS 0 20,462 0 0
STATE UBI TAXES 4,713 4,713 0 0
FEDERAL EXCISE TAX 20,000 0 0 0
LESS: AMOUNT ATTRIBUTED TO UBI 0 -202 0 0
LESS: AMOUNT ATTRIBUTED TO UBI 0 -4,713 0 0