Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BARTON RUBENSTEIN
Number and street (or P.O. box number if mail is not delivered to street address) 4819 DORSET AVENUE
  Room/suite
City or town
CHEVY CHASE
State or province
MD
Country  
ZIP or foreign postal code
20815
A Employer identification number

52-1308578
B Telephone number (see instructions)

4158464732
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,629,184J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 28,634 28,634 28,634
4 Dividends and interest from securities... 70,422 70,422 70,422
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
97,896
b Gross sales price for all assets on line 6a 1,093,581
7 Capital gain net income (from Part IV, line 2)... 14,000
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 196,952 113,056 99,056
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,500 3,500    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
35,260 35,260    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,197      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,957 38,760   0
25 Contributions, gifts, grants paid....... 191,300 191,300
26 Total expenses and disbursements. Add lines 24 and 25 ................ 233,257 38,760   191,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,305
b Net investment income (if negative, enter -0-) 74,296
c Adjusted net income (if negative, enter -0-)... 99,056
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 123,800 69,928 69,928
2 Savings and temporary cash investments......... 127,485    
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 6,500 1,900  
10a Investments—U.S. and state government obligations (attach schedule) 734,487 472,292 481,969
b Investments—corporate stock (attach schedule)....... 1,934,925 Click to see attachment
List of Attached Documents:
// Content
2,038,656 		2,706,815
c Investments—corporate bonds (attach schedule)....... 57,959 Click to see attachment
List of Attached Documents:
// Content
365,259 		370,472
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
75,000 		Click to see attachment
List of Attached Documents:
// Content
75,000 		 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,060,156 3,023,035 3,629,184
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,060,156 3,023,035
29 Total net assets or fund balances (see instructions)..... 3,060,156 3,023,035
30 Total liabilities and net assets/fund balances (see instructions). 3,060,156 3,023,035
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,060,156
2
Enter amount from Part I, line 27a .....................
2
-36,305
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,023,851
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
816
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,023,035
Form 990-PF (2025)
Form 990-PF (2025)
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 14,000
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 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 1,033
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 1,033
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 1,033
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
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 39
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,072
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DC
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofBETH RUBENSTEIN Telephone no. (415) 846-4732

Located at451 29TH STSAN FRABCISCOCA ZIP+494131
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
1d
 
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
LEE RUBENSTEIN CO-PRESIDENT
000.00 		0 0 0
451 29TH ST
SAN FRANCISCO,CA94131
HILARY REICH CO-PRESIDENT
000.00 		0 0 0
451 29TH ST
SAN FRANCISCO,CA94131
LISA REICH VICE PRESIDE
000.00 		0 0 0
45 29TH ST
SAB FRANCISCO,CA94131
BETH RUBENSTEIN VP/TREASURER
000.00 		0 0 0
451 29TH ST
SAN FRABCISCO,CA94131
BARTON RUBENSTEIN VICE PRESIDE
000.00 		0 0 0
451 29TH ST
SAN FRANCSICO,CA94131
AMY RUBENSTEIN VP/SECRETARY
000.00 		0 0 0
451 29TH STREET
SAN FRANCISCO,CA94131
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
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
NONE
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
0
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
0
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
 
3
Subtract line 2 from line 1d.........................
3
0
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
0
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
0
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
0
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,033
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,033
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
0
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, line 26, column (d) ..........
1a
191,300
b
Program-related investments—total from Part VIII-B..................
1b
 
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
191,300
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 0
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024...... 142,180
f Total of lines 3a through e ........ 142,180
4Qualifying distributions for 2025 from Part
XI, line 4: $ 191,300
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount.....  
e Remaining amount distributed out of corpus 191,300
5 Excess distributions carryover applied to 2025.    
(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 5 333,480
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		333,480
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 .... 142,180
e Excess from 2025 .... 191,300
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BARTON RUBENSTEIN
4819 DORSET AVE
CHEVY CHASE,MD20815
(301) 654-5406
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 (2025)
Form 990-PF (2025)
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

ACLU
ACLU
529 14TH ST NW
529 14TH ST NE
WASHINGTON,DC20045 		    TO PROVIDE ASSISTANCE TO A 501C3 8,000

ADAS ISRAEL CONGREGATION
ADAS ISRAEL CONGREGATION
2850 QUEBEC ST NW
2850 QUEBEC ST NW
WASHINGTON,DC20008 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 2,000

ARENA STAGE
ARENA STAGE
1101 SIXTH ST SW
1101 SIXTH ST SW
WASHINGTON,DC20024 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 3,000

BAY JOURNAL
BAY JOURNAL
PO BOX 300
PO BOX 300
MAYO,MD21106 		    TO PROVDE ASSISTANCE TO A 501C3 500

BECHOL LASHAN
BECHOL LASHAN
657 14TH AVE
657 14TH AVE
SAN FRANCISCO,CA94118 		    TO PROVIDE ASSISTANCE TO A 501C3 250

CAMP TAWANGA
CAMP TAWANGA
113 STEUART ST STE 460
113 STEUART ST STE 460
SAN FRANCISCO,CA94106 		    TO PROVIDE ASSISTANCE TO A 501C3 250

CENTER FOR ASIAN AMER MEDIA
CENTER FOR ASIAN AMER MEDIA
145 9TH ST
145 9TH ST
SAN FRANCISCO,CA94103 		    TO PROVIDE ASSISTANCE TO A 501C3 250

CENTER FOR REPRODUCTIVE RIGHTS
CENTER FOR REPORDUCTIVE RIGHTS
199 WATER ST
199 WATER ST
NEW YORK,NY10038 		    TO PROVIDE ASSIISTANCE TO A 501C3 1,000

CLIENT EARTH
CLIENT EARTH
401 PARK AVE S FL 10
401 PARK AVE S FL 10
NEW YORK,NY10016 		    TO PROVIDE ASSISTANCE TO A 501C3 5,000

DANCE MISSION
DANCE MISSION
3316 24TH ST
3316 24TH ST
SAN FRANCISCO,CA94110 		    TO PROVIDE ASSISTANCE TO A 501C3 250

DOCTORS WITHOUT BORDERS
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLR
40 RECTOR ST 16TH FLR
NEW YORK,NY10006 		    TO PROVIDE ASSISTANCE TO A 501C3 2,000

EARTHWATCH
EARTHWATCH
300 WASHINGTON ST
300 WASHINTON ST
NEWTON,MA02458 		    TO PROVIDE ASSISTANCE TO A 501C3 5,000

EDCJCC
EDCJCC
1529 16TH ST NW
1529 16TH ST NW
WASHINGTON,DC20036 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 7,000

EQUAL JUSTICE INITIATIVE
EQUAL JUSTICE INITIATIVE
122 COMMERCE ST
122 COMMERCE ST
MONTOMERY,AL36104 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 2,000

FEED AMERICA
FEED AMERICA
161N CLARK ST
161N CLARK ST
CHICAGO,IL60601 		    TO PROVIDE ASSISTANCE TOA 501C3 2,000

HOWARD UNIVERSITY
HOWARD UNIVERSITY
2400 6TH ST NW
2400 6TH ST NW
WASHINGTON,DC20059 		    TO PROVIDE ASSISTANCE TO A 501C3 1,500

JAZZ FORUM ARTS
JAZZ FORUM ARTS
1 DIXON LA
1 DIXON LA
TARRYTOWN,NY10591 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

JEWISH FEDERATION OF WASHINGTON DC
JEWISH FEDERATION OF WASHINGTON
6101 EXECUTIVE BLVD 100
6101 EXECUTIVE BLVD 100
ROCKVILLE,MD20852 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 1,000

KALW
KALW
220 MONTGOMERY ST
220 MONTGOMERY ST
SAN FRANCISCO,CA94104 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

KCSM
KCSM
PO BOX 249
PO BOX 249
GLENNALIEN,AK99588 		    TO PROVIDE ASSISTANCE TO A 501C3 250

KPOO
KPOO
1329 DIVISADERO ST
1329 DIVISADERO ST
SAN FRANCISCO,CA94115 		    TO PROVIDE ASSISTANCE TO A 501C3 250

KQED
KQED
2601 MARIPOSA ST
2601 MARIPOSA ST
SAN FRANCISCO,CA94110 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

MANKWE RESERVEERC
MANKWE RESERVE/ERC
101 HUDSON ST 102
101 HUDSON ST 102
JERSEY CITY,NJ07302 		    TO PROVIDE ASSISTANCE TO A 501C3 2,000

MCGILL UNIVERSITY
MCGILL UNIVERSITY
550 SHEREBROOK ST WEST
550 SHEREBROOK ST W
MONTREAL,QUEBEC CITY  
CA 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 500

MISSION LOCAL
MISSION LOCAL
2489 MISSION ST 22
2489 MISSION ST 22
SAN FRANCISCO,CA94110 		    TO PROVIDE ASSISTANCE TO A 501C3 250

MOTHER EARTH PROJECT
MOTHER EARTH PROJECT
4819 DORSET AVE
4819 DORSET AVE
CHEVY CHASE,MD20815 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 29,500

NAACP
NAACP
50 BROADWAY
50 BROADWAY
NEW YORK,NY10004 		    TO PROVIDE ASSISTANCE TO A 501C3 1,500

NAT'L AUDOBON SOCIETY
NAT'L AUDOBON SOCIETY
225 VARICK ST
225 VARICK ST
NEW YORK,NY10014 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

NATIONAL GALLERY OF ART
NATIONAL GALLERY OF ART
6TH AND CONSTITUTION AVE
6TH AND CONSTITUTION AVE
WASHINGTON,DC20565 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 3,000

NATIONAL SYMPHONY
NATIONAL SYMPHONY
2700 F ST NW
2700 F ST NW
WASHINGTON,DC20566 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 3,000

NYU LANGONE HEALTH
NYU LSNGONE HEALTH
550 1ST AVE
550 1ST AVE
NEW YORK,NY10016 		    TO PROVICE ASSISTANCE TO A 501C3 25,000

ODC
ODC
350 SHOTWELL ST
350 SHOTWELL ST
SAN FRANCISCO,CA94110 		    TO PROVIDE ASSISTANCE TO A 501C3 250

PIVOTAL PRODUCTIONS
PIVOTAL PRODUCTIONS
110 LEROY ST 7
110 LEROY ST 7
NEW YORK,NY10014 		    TO PROVIDE ASSISTANCE TO A 501C3 25,000

PLANNED PARENTHOOD
PLANNED PARENTHOOD
1522 BUSH ST
1522 BUSH ST
SAN FRANCISCO,CA94109 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 6,000

PLANNED PARENTHOOD
PLANNED PARENTHOOD
1225 4TH ST NE
1225 4TH ST NE
WASHINGTON,DC20002 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

PRECEDE FOUNDATION
PRECEDE FOUNDATION
58 DEER RUN RD
58 DEER RUN RD
RED HOOK,NY12571 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

PROSPERA
PROSPERA
4938 CENTRAL AVE
4938 CENTRAL AVE
CHARLOTTE,NC28205 		    TO PROVIDE ASSAITANCE TO A 501C3 2,000

RAW DANCE
RAW DANCE
1446 MARKET ST
SAN FRANCISCO
SAN FRANCISCO,CA94102 		    TO PROVIDE ASSISTANCE FOR A 501C3 1,000

SAN FRANCISCO JEWISH FILM INST
SAN FRANCISCO JEWISH FILM INST
145 9TH ST
145 9TH ST
SAN FRANCISCO,CA94103 		    TO PROVIDE ASSISTANCE TO A 501C3 250

SEMILLAS DE AMOR
SEMILLAS DE AMOR
1113 ELDERBERRY CIRCLE
1113 ELDERBERRY CIRCLE
FOLSOM,CA95630 		    TO PROVIDE ASSISTANCE TO A 501C3 250

SFMOMA
SFMOMA
151 THIRD ST
151 THIRD ST
SAN FRANCISCO,CA94103 		    TO PROVIDE ASSISTANCE TO A 501C3 300

SISTER CITIES GIRLS CHOIR
SISTER CITIES GIRLS CHOIR
PO BOX 15277
PO BOX 15277
PHILADELPHIA,PA19125 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 5,000

TEMPLE SINAI STAMFORD
TEMPLE SINAI STAMFORD
458 LAKESIDE DR
450 LAKESIDE DR
STAMFORD,CT06903 		    TO PROVIDE ASSISTANCE TO A 501C3 1,500

VIVIENDASLEON
VIVIENDASLEON
1585 FOLSOM ST
1585 FOLSOM ST
SAN FRANCISCO,CA94103 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 24,000

WEBER SCHOOL
WEBER SCHOOL
52 CAMPUS DR
52 CAMPUS DR
PORT WASHINGTON,NY11050 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

WESTMINSTER INGLESIDE FDTN
WESTMINSTER INGLESIDE FDTN
2275 RESEARCH BLVD
2275 RESEARCH BLVD
ROCKVILLE,MD20850 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 10,000

FIRST VOICE
FIRST VOICE
45 PARSONS ST
45 PARSONS ST
SAN FRANCISCI,CA94118 		    TO PROVIDE ASSISTANCE TO A 501C3 500

KEXP
KEXP
472 1ST AVE N
472 1ST AVE N
SEATTLE,WA98109 		    TO PROVIDE ASSISTANCE TO A 501C3 250

CHINESE PROGRESSIVE
CHINESE PROGRESSIVE
21 OLIVER ST
21 OLVER ST
NEW YORK,NY10038 		    TO PROVIDE ASSISTANCE TO A 501C3 250

FAMILY SERVICE OF SANTA MONICA
FAMILY SERVICE OF SANTA MONICA
1533 EUCLID ST
1533 EUCLID ST
SANTA MONICA,CA90404 		    TO PROVIDE ASSISTANCE TO A 501C3 1,500
Total ................................. 3a 191,300
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		        28,634
4 Dividends and interest from securities ....         70,422
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        97,896
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     196,952
13Total. Add line 12, columns (b), (d), and (e)..................
13
196,952
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BARTON RUBENSTEIN
EIN:
52-1308578
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 3,500 3,500    

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

TY 2025 GainLossSaleOtherAssetsSch
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BARTON RUBENSTEIN
EIN:
52-1308578
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
CONAGRA BRANDS 2025-08 PURCHASE 2025-09   152 220     -68  
EDISON INTL 2025-01 PURCHASE 2025-01   9,368 13,924     -4,556  
JP MORGAN 2025-08 PURCHASE 2025-10   928 776     152  
JEFFERSON FIN'L 2025-08 PURCHASE 2025-10   276 342     -66  
MERCK & CO 2025-04 PURCHASE 2025-06   152 192     -40  
ROBERT HALF 2024-06 PURCHASE 2025-04   6,734 10,029     -3,295  
ROYAL BK OF CANADA 2024-04 PURCHASE 2025-02   239 221     18  
TOTAL ENERGIES 2024-09 PURCHASE 2025-08   430 396     34  
VERIZON 2025-02 PURCHASE 2025-11   3,176 3,255     -79  
BK OF NY MELLON 2021-06 PURCHASE 2025-10   19,015 9,243     9,772  
COCA COLA 2022-10 PURCHASE 2025-11   14,260 13,521     739  
GILEAD 2019-06 PURCHASE 2025-03   8,634 5,197     3,437  
GOLDMAN 2022-10 PURCHASE 2025-03   17,589 9,715     7,874  
JP MORGAN 2022-01 PURCHASE 2025-10   23,852 12,128     11,724  
JEFFRIES 2021-02 PURCHASE 2025-10   22,035 10,836     11,199  
NERCK 2022-02 PURCHASE 2025-06   7,838 9,196     -1,358  
OMNICOM 2020-05 PURCHASE 2025-12   28 16     12  
ROYAL BK OF CANADA 2023-04 PURCHASE 2025-02   16,090 13,442     2,648  
TOTAL ENERGIES 2021-03 PURCHASE 2025-08   18,051 15,508     2,543  
CONAGRA 2024-06 PURCHASE 2025-09   6,177 9,785     -3,608  
JP MORGAN 2011-10 PURCHASE 2025-08   12,165 10,501     1,664  
PACER US 2024-01 PURCHASE 2025-08   10,086 11,567     -1,481  
AT&T 2025-01 PURCHASE 2025-08   84 66     18  
ALEXANDRIA R/E 2024-10 PURCHASE 2025-10   3,211 4,444     -1,233  
BRISTOL MYERS 2024-06 PURCHASE 2025-05   8,823 8,273     550  
CDN 2025-07 PURCHASE 2025-08   72 73     -1  
ENTERGY 2025-01 PURCHASE 2025-05   244 184     60  
GLAXO 2025-04 PURCHASE 2025-11   3,572 2,579     993  
KENVUE 2025-01 PURCHASE 2025-09   194 259     -65  
MORGAN STANLEY NEW 2025-02 PURCHASE 2025-09   9,955 6,615     3,340  
PAYCHEX 2025-02 PURCHASE 2025-04   8,403 7,387     1,016  
UNILEVER 2025-10 PURCHASE 2025-12   43 43        
UPS 2025-01 PURCHASE 2025-09   167 226     -59  
WILLIAMS COS 2025-01 PURCHASE 2025-10   1,716 1,020     696  
MAGNUM ICE CREAM 2025-10 PURCHASE 2025-12   491 493     -2  
TENDER LYONDELL 2025-10 PURCHASE 2025-09   159 215     -56  
AT&T 2022-06 PURCHASE 2025-08   13,063 8,444     4,619  
ABBVIE 2023-12 PURCHASE 2025-11   4,649 3,469     1,180  
ALEXANDRIA R/E 2024-08 PURCHASE 2025-10   5,499 7,826     -2,327  
AMGEN 2024-01 PURCHASE 2025-11   3,042 2,793     249  
BRISTOL MYERS 2024-01 PURCHASE 2025-04   9,202 9,267     -65  
CDN 2024-01 PURCHASE 2025-08   6,373 3,980     2,393  
COCA COLA 2023-03 PURCHASE 2025-05   4,288 3,609     679  
ENTERGY 2023-07 PURCHASE 2025-05   10,404 6,177     4,227  
GILEAD 2022-03 PURCHASE 2025-11   17,546 12,391     5,155  
HUNTINGTON BANCSHARES 2019-02 PURCHASE 2025-11   5,297 4,431     866  
JOHNSON&JOHNSON 2024-08 PURCHASE 2025-11   8,890 7,301     1,589  
KENVUE 2023-10 PURCHASE 2025-09   6,978 8,787     -1,809  
PHILP MORRIS 2022-08 PURCHASE 2025-06   12,351 6,675     5,676  
SOUTHERN CO 2023-07 PURCHASE 2025-07   4,476 3,361     1,115  
TC ENERGY 2019-08 PURCHASE 2025-01   2,583 2,454     129  
UPS 2022-06 PURCHASE 2025-09   4,780 9,709     -4,929  
VERIZON 2014-09 PURCHASE 2025-11   9,626 11,498     -1,872  
WILLIAMS COS 2024-01 PURCHASE 2025-10   6,162 3,206     2,956  
XCEL 2023-09 PURCHASE 2025-11   2,280 1,630     650  
TENDER LYONDELL 2022-11 PURCHASE 2025-09   9,492 16,030     -6,538  
AMER ELECTRIC 2022-11 PURCHASE 2025-11   4,594 3,484     1,110  
BK OF MONTREAL 2024-10 PURCHASE 2025-11   4,033 2,908     1,125  
APPLE 2025-05 PURCHASE 2025-05   25,000 25,000        
WALT DISNEY 2024-04 PURCHASE 2025-03   25,000 25,000        
US TREAS 2024-12 PURCHASE 2025-11   10,000 10,000        
US TREAS 2025-01 PURCHASE 2025-12   25,000 25,000        
US TREAS 2024-02 PURCHASE 2025-01   40,000 40,000        
WALMART 2024-10 PURCHASE 2025-09   10,000 10,000        
MARRIOTT 2024-02 PURCHASE 2025-03   25,000 25,000        
MICROSOFT 2024-02 PURCHASE 2025-02   25,000 25,000        
PHILLIPS 2023-12 PURCHASE 2025-04   10,000 10,000        
US TREAS 2024-02 PURCHASE 2025-06   40,000 40,000        
US TREAS 2024-02 PURCHASE 2025-09   55,000 55,000        
US TREAS 2024-02 PURCHASE 2025-10   40,000 40,000        
US TREAS 2024-06 PURCHASE 2025-11   10,000 10,000        
UD TREAS 2024-09 PURCHASE 2025-12   15,000 14,993     7  
US TREAS 2024-05 PURCHASE 2025-08   20,000 19,987     13  
AECOM 2024-03 PURCHASE 2025-01   106 98     8  
ALPHABET 2025-06 PURCHASE 2025-11   2,386 1,518     868  
AMERIPRISE 2024-01 PURCHASE 2025-01   2,063 1,548     515  
APOLLO 2024-07 PURCHASE 2025-01   4,955 3,619     1,336  
ASHTEAD 2024-01 PURCHASE 2025-01   4,102 4,209     -107  
ATLASSIAN 2025-08 PURCHASE 2025-08   162 169     -7  
AUTODESK 2024-10 PURCHASE 2025-01   313 282     31  
AXA 2025-04 PURCHASE 2025-10   4,689 4,289     400  
BANCO BILBAO 2025-01 PURCHASE 2025-08   74 41     33  
BROADCOM 2024-01 PURCHASE 2025-01   921 486     435  
CF INDUSTRIES 2025-02 PURCHASE 2025-02   2,468 2,208     260  
CMS 2025-04 PURCHASE 1956-08   72 71     1  
EXPAND ENERGY 2025-07 PURCHASE 2025-11   2,864 2,571     293  
WALT DISNEY 2024-10 PURCHASE 2025-01   112 94     18  
ECOLAB 2024-01 PURCHASE 2025-01   3,257 2,805     452  
FIRST HORIZON 2024-12 PURCHASE 2025-08   151 139     12  
GE VERNOVA 2024-09 PURCHASE 2025-08   8,546 3,143     5,403  
INGERSOLL 2025-05 PURCHASE 2025-08   6,235 5,533     702  
INTEL 2024-07 PURCHASE 2025-01   20 33     -13  
LATTICE 2024-06 PURCHASE 2025-04   1,967 2,781     -814  
MONGODB 2025-04 PURCHASE 2025-12   3,335 2,503     832  
NVIDIA 2025-01 PURCHASE 2025-08   182 142     40  
PT BK 2025-06 PURCHASE 2025-10   2,394 2,682     -288  
PINTEREST 2025-05 PURCHASE 2025-12   4,003 4,351     -348  
SALESFORCE 2024-01 PURCHASE 2025-01   4,253 3,637     616  
SANDISK 2024-08 PURCHASE 2025-04   882 1,293     -411  
SLB LTD 2024-07 PURCHASE 2025-01   42 50     -8  
SERVICENOW 2024-01 PURCHASE 2025-01   4,237 2,985     1,252  
SONY FINANCIAL 2025-09 PURCHASE 2025-10   380 392     -12  
UNIVERSAL 2024-01 PURCHASE 2025-01   1,393 1,659     -266  
WSRN DISPLAY 2024-08 PURCHASE 2025-04   2,716 4,245     -1,529  
ZSCALER 2024-09 PURCHASE 2025-07   10,353 6,051     4,302  
MICELIN 2024-01 PURCHASE 2025-01   2,462 2,608     -146  
SPECTRIS 2024-11 PURCHASE 2025-10   3,894 2,331     1,563  
LONDON SYK EXC 2024-09 PURCHASE 2025-06   2,594 2,184     410  
ASML HOLDING 2024-11 PURCHASE 2025-10   1,040 678     362  
AMAZON 2024-01 PURCHASE 2025-08   221 155     66  
AMERIPRISE 2024-01 PURCHASE 2025-03   6,884 5,418     1,466  
ASTRAZENECA 2024-01 PURCHASE 2025-08   145 132     13  
AXA 2024-01 PURCHASE 2025-10   8,679 6,351     2,328  
BROADCOM012324 2024-01 PURCHASE 2025-11   6,539 2,430     4,109  
CF INDUSTRIES 2024-01 PURCHASE 2025-02   3,771 3,305     466  
CADENCE 2024-01 PURCHASE 2025-10   4,432 3,796     636  
CANADIAN PAC 2024-01 PURCHASE 2025-11   5,729 6,333     -604  
COSTCO 2024-01 PURCHASE 2025-06   8,795 6,193     2,602  
DANONE 2024-01 PURCHASE 2025-11   2,025 1,518     507  
EQUINOR 2024-01 PURCHASE 2025-01   24 24        
GENMAB 2024-01 PURCHASE 2025-05   2,480 3,730     -1,250  
HSBC 2024-01 PURCHASE 2025-07   3,975 2,424     1,551  
HALEON 2024-01 PURCHASE 2025-01   57 50     7  
INTEL 2024-07 PURCHASE 2025-11   3,630 3,496     134  
KONINKLIJKE 2024-01 PURCHASE 2025-08   433 359     74  
LATTICE 2024-01 PURCHASE 2025-01   2,451 4,411     -1,960  
MSA SAFETY 2024-01 PURCHASE 2025-08   3,961 3,846     115  
MARSH 2024-01 PURCHASE 2025-08   203 200     3  
MASCO 2024-01 PURCHASE 2025-06   3,308 3,653     -345  
MICROSOFT 2024-01 PURCHASE 2025-08   527 395     132  
MICRON 2024-01 PURCHASE 2025-10   6,769 3,230     3,539  
MONGODB 2024-07 PURCHASE 2025-12   7,974 6,185     1,789  
MONTROSE 2024-01 PURCHASE 2025-08   1,628 1,936     -308  
PT BK 2024-01 PURCHASE 2025-10   2,402 3,670     -1,268  
PRPGRESSIVE 2024-08 PURCHASE 2025-08   242 219     23  
RIVIAN 2024-01 PURCHASE 2025-01   13 16     -3  
SONY 2024-01 PURCHASE 2025-08   169 138     31  
STARBUCKS 2024-01 PURCHASE 2025-04   3,745 4,486     -741  
T MOBILE 2024-08 PURCHASE 2025-08   250 194     56  
TAIWAN 2024-01 PURCHASE 2025-08   244 114     130  
TAKE TWO 2024-01 PURCHASE 2025-11   12,668 8,770     3,898  
UNILEVER 2024-01 PURCHASE 2025-08   362 285     77  
UNILEVER SPON 2024-01 PURCHASE 2025-12   36 28     8  
UNIVERSAL 2024-01 PURCHASE 2025-02   3,145 4,055     -910  
VISA 2024-01 PURCHASE 2025-08   337 271     66  
ZSCALER 2024-02 PURCHASE 2025-07   5,698 4,358     1,340  
KNORR 2024-01 PURCHASE 2025-08   470 305     165  
LINDE 2024-01 PURCHASE 2025-11   2,475 2,427     48  
SPECTRIS 2024-01 PURCHASE 2025-10   6,974 5,742     1,232  
LONDON STK 2024-01 PURCHASE 2025-06   11,282 8,953     2,329  
ALCON 2024-01 PURCHASE 2025-08   86 77     9  
BANK IRELAND 2024-01 PURCHASE 2025-10   1,909 1,201     708  
MAGNUM 2024-01 PURCHASE 2025-12   12 10     2  
UNIVERSAL 2024-01 PURCHASE 2025-01   298 326     -28  
ABBOTT 2025-03 PURCHASE 2025-09   401 382     19  
ADOBE 2024-04 PURCHASE 2025-03   7,029 8,675     -1,646  
ADVANCED MICRO 2024-09 PURCHASE 2025-04   897 1,379     -482  
AMER TOWER 2025-03 PURCHASE 2025-12   358 427     -69  
AMERIPRISE 2025-03 PURCHASE 2025-09   484 490     -6  
CHIPOTLE 2025-03 PURCHASE 2025-12   288 396     -108  
DANAHER 2024-09 PURCHASE 2025-03   847 1,105     -258  
SALESFORCE 2024-09 PURCHASE 2025-08   1,437 1,587     -150  
UNION PACIFIC 2025-03 PURCHASE 2025-09   434 477     -43  
UNITED HEALTH 2024-09 PURCHASE 2025-05   861 1,678     -817  
ASML 2024-09 PURCHASE 2025-08   1,492 1,525     -33  
ABBOTT 2024-01 PURCHASE 2025-09   10,693 9,124     1,569  
ADVANCED MICRO 2024-01 PURCHASE 2025-04   4,216 7,833     -3,617  
AMERICAN TOWER 2024-01 PURCHASE 2025-12   8,049 9,267     -1,218  
AMERIPRISE 2024-01 PURCHASE 2025-09   11,133 9,014     2,119  
CHIPOTLE 2024-01 PURCHASE 2025-12   6,054 7,964     -1,910  
DANAHER 2024-01 PURCHASE 2025-03   6,989 7,640     -651  
SALESFORCE 2024-01 PURCHASE 2025-08   6,704 7,828     -1,124  
UNION PACIFIC 2024-01 PURCHASE 2025-09   7,815 8,779     -964  
UNITED HEALTH 2024-01 PURCHASE 2025-05   4,591 8,279     -3,688  
ASML 2024-01 PURCHASE 2025-08   6,712 6,896     -184  

TY 2025 InvestmentsCorpBondsSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BARTON RUBENSTEIN
EIN:
52-1308578
Name of Bond End of Year Book Value End of Year Fair Market Value
  307,300 311,312
FIXED INCOME 57,959 59,160

TY 2025 InvestmentsCorpStockSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BARTON RUBENSTEIN
EIN:
52-1308578
Name of Stock End of Year Book Value End of Year Fair Market Value
  2,038,656 2,706,815

TY 2025 OtherAssetsSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BARTON RUBENSTEIN
EIN:
52-1308578
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PEOPLES FIRST 75,000 75,000  


TY 2025 OtherDecreasesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BARTON RUBENSTEIN
EIN:
52-1308578
Description Amount
EXCISE TAX 816


TY 2025 OtherProfessionalFeesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BARTON RUBENSTEIN
EIN:
52-1308578
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT OTHER PROFESSIONAL FEES 35,260 35,260    


TY 2025 TaxesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BARTON RUBENSTEIN
EIN:
52-1308578
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID VIA BROKERAGE 3,197