2024-11-14T15:58:02-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 526037555 Posner-Wallace Foundation % Foundation Source POSN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Nicholas Posner Treasurer 8008391754 2024-11-12 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 4122031 X 0 X 7199 7199 122747 122747 163078 438217 168480 13122 12103 306146 310529 14999 14999 16651 16651 3258 908 8606 8606 327 327 39162 8795 29035 83003 26354 52967 283320 283320 366323 26354 336287 -60177 284175 221080 207749 207749 350000 350000 350000 310000 2748855 2672597 3213632 216232 245644 347650 43000 43000 43000 3579167 3518990 4122031 0 0 X 3579167 3518990 3579167 3518990 3579167 3518990 3579167 -60177 3518990 3518990 Publicly-traded Securities 438217 271238 166979 166979 Passthrough K1 Capital Gain/(Loss) 1501 168480 3950 3950 3950 2100 0 2000 4100 X 0 150 0 150 false false false false false true true false true true DC true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Diana Erbsen Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Melanie Markwell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 James R Posner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chair Emeritus 2.0 3333 0 0 Nicholas Posner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, CFO, TREAS 3.0 3333 0 0 Stephanie Posner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 Jill Prosky Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 Andrew C Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Rachel C Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chair, Pres, TRUSTEE 3.0 5000 0 0 Sarah Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec 1.0 0 0 0 Shelby Lynn Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 Robert P Smith II Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec 2.0 3333 0 0 Robert P Smith III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 3214587 224305 628214 4067106 0 4067106 61007 4006099 200305 200305 3950 3950 196355 196355 196355 336287 0 0 0 0 336287 196355 145170 60271 93854 164176 256640 720111 336287 196355 139932 860043 0 145170 714873 60271 93854 164176 256640 139932 NONE X 360 EATS 3100 TEAL TER SAFETY HARBOR FL 34695 N/A PC General & Unrestricted 400 ABRAHAM FUND INITIATIVES 1460 BROADWAY NEW YORK NY 10036 N/A PC education programs in the periphery 2000 ACHILLES INTERNATIONAL INC 315 WEST 39TH ST STE 205 NEW YORK NY 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FOUNDATION 110 WINN ST STE 105 WOBURN MA 01801 N/A PC General & Unrestricted 400 MARTHAS TABLE 2114 14TH ST NW WASHINGTON DC 20009 N/A PC General & Unrestricted 1000 MAZON INC A JEWISH RESPONSE TO HUNGER PO BOX 6095 ALBERT LEA MN 56007 N/A PC general operating support and regional operations & communities within the US 2500 MEDECINS SANS FRONTIERES USA INC 40 RECTOR ST 16TH FL NEW YORK NY 10006 N/A PC General & Unrestricted 10000 MEDECINS SANS FRONTIERES USA INC 40 RECTOR ST 16TH FL NEW YORK NY 10006 N/A PC earthquakes in Turkey & Syria 2500 MESOTHELIOMA APPLIED RESEARCH FOUNDATION INC 1717 K ST NW STE 900 WASHINGTON DC 20006 N/A PC General & Unrestricted 400 METROPOLITAN MINISTRIES INC 2002 N FLORIDA AVE TAMPA FL 33602 N/A PC General & Unrestricted 400 MIKES ANGELS INC 2090 DUNWOODY CLUB STE 106-120 ATLANTA GA 30350 N/A PC General & Unrestricted 400 MILITARY CHILD EDUCATION COALITION 909 MOUNTAIN LION CIR HARKER HTS TX 76548 N/A PC General & Unrestricted 400 MIRROR STAGE 5129 2ND AVE 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NEW YORK RESTORATION PROJECT 254 W 31ST ST FL 14TH FL NEW YORK NY 10001 N/A PC General & Unrestricted 1000 NEW YORK UNIVERSITY 22 WASHINGTON SQ NORTH NEW YORK NY 10011 N/A PC General & Unrestricted 1000 NIGHTINGALE-BAMFORD SCHOOL 20 E 92ND ST NEW YORK NY 10128 N/A PC General & Unrestricted 180 NORTH COAST OPPORTUNITIES INC 413 N STATE ST UKIAH CA 95482 N/A PC General & Unrestricted 1000 NORTHEASTERN UNIVERSITY SCHOOL OF LAW 400 HUNTINGTON AVE BOSTON MA 02115 N/A PC General & Unrestricted 1250 NORTHERN BEDFORD SCHOOL FOUNDATION INC 152 NBC DR LOYSBURG PA 16659 N/A PC Robert P. 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FOUNDATION PO BOX 61638 VANCOUVER WA 98666 N/A PC General & Unrestricted 400 VANCOUVER HUMANE SOCIETY & SOCIETY FOR THE PREVENT 1100 NE 192ND AVE VANCOUVER WA 98684 N/A PC General & Unrestricted 400 VILLAGE HARVEST CORPORATION PO BOX 9231 SAN JOSE CA 95157 N/A PC General & Unrestricted 400 VOLUNTEERS IN MEDICINE CLINIC 15 NORTHRIDGE DR HILTON HEAD SC 29926 N/A PC General & Unrestricted 400 WASHINGTON JESUIT ACADEMY 900 VARNUM ST NE WASHINGTON DC 20017 N/A PC efforts to foster professional & career development of WJA teachers, including travel to other schools/cities and mentoring activities 3600 WEST SIDE CENTER FOR COMMUNITY LIFE INC 263 W 86TH ST NEW YORK NY 10024 N/A PC West Side Campaign Against Hunger (WSCAH) and to foster collaborations with other community-based organizations in NYC 1500 WEST SIDE CENTER FOR COMMUNITY LIFE INC 263 W 86TH ST NEW YORK NY 10024 N/A PC West Side Campaign Against Hunger (WSCAH) 1500 WEST SIDE HATZOLOH C/O THE JEWISH CENTER131 W 86TH ST NEW YORK NY 10024 N/A PC General & Unrestricted 1000 WHIS-PURR RESCUE 346 EL CAMINO REAL REDWOOD CITY CA 94062 N/A PC General & Unrestricted 400 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 N/A PC General & Unrestricted 400 WILD BIRD FUND INC 565 COLUMBUS AVE NEW YORK NY 10024 N/A PC General & Unrestricted 360 WORLD CENTRAL KITCHEN INCORPORATED 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC 20001 N/A PC General & Unrestricted 2500 WORLD WILDLIFE FUND INC 1250 24TH ST NW WASHINGTON DC 20037 N/A PC General & Unrestricted 400 YOSEMITE FOUNDATION 101 MONTGOMERY ST STE 2450 SAN FRANCISCO CA 94104 N/A PC General & Unrestricted 400 YOUNG ADULT INSTITUTE INC 220 EAST 42ND ST 8TH FLOOR NEW YORK NY 10017 N/A PC General & Unrestricted 500 YOUTH OPPORTUNITIES UNLIMITED INC 224 BROCK AVE NEW BEDFORD MA 02744 N/A PC General & Unrestricted 400 283320 14 7199 14 122747 14 18 163078 K-1 Inc/Loss 525990 -2901 14 5539 Federal Tax Refund 01 3921 INTEREST INCOME FROM NOTES 14 6563 -2901 309047 306146 false false false false false false false false false false Form 990-PF form 990-pf One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. AB INTL STRATEGIC EQUITIES POR 189572 221576 AB SELECT US EQUITY PORTFOLIO 134052 154906 ABBOTT LABS 9957 44028 ACCO BRANDS CORPORATION 12355 9120 AES CORP 5385 5775 ALLIANCE BERNSTEIN VALUE FUND 93476 117784 ALLIANCEBERN DISCOVERY GROWTH 51186 52970 ALLIANCEBERN DISCOVERY VALUE F 55974 62610 ALLIANCEBERN GLOBAL BOND ADV 153005 129145 ALLIANCEBERN HIGH INCOME ADVIS 163935 135185 ALLIANCEBERNSTEIN CONCENTRATED 68387 113098 ALLIANCEBERNSTEIN REAL RETURN 80764 67641 ALLY FINANCIAL INC 21135 22698 ALPHABET INC CL C 10197 14093 AMAZON COM 18636 18993 AMERICAN INVESTMENT CO OF AMER 83172 220461 AMGEN INC 13749 17281 APPLE INC 13206 19253 BERNSTEIN EMERGING MARKETS 49016 45986 BERNSTEIN INTERMEDIATE DURATIO 280508 242146 CHEVRON CORP 16287 19391 COMCAST CORP 23225 24118 CONSTELLATION BRANDS INC 13541 14505 CROWN CASTLE INTL 12562 11519 CVS CAREMARK CORP 18820 23688 DOMINION ENERGY INC 48896 32900 DOUBLELINE YIELD OPPORTUNITIES 20106 17844 DOW INC 19679 27420 ECOFIN SUSTAINABLE AND SOCIAL 14750 11710 ELI LILLY & CO 7936 14573 EMERSON ELECTRIC CO 9939 9733 EQUITABLE HOLDINGS INC 8575 8325 EXXON MOBIL CORP 653 49990 GABELLI DIVIDEND & INCOME TRUS 30557 34624 GAMING AND LEISURE PROPERTIES, 15603 17273 GOLDMAN SACHS BDC INC 19435 14650 INTERNATIONAL BUSINESS MACHINE 5815 65420 ISHARES IBOXX $ INVESTMENT GRA 9918 9074 ISHARES JP MORGAN USD EM MKTS 12862 10509 IVY SCIENCE AND TECHNOLOGY 54503 91076 JOHNSON & JOHNSON 9312 78370 KAYNE ANDERSON MLP INV CO 10260 10536 KIMBERLY CLARK CORP 63921 66831 MICROSOFT CORP 12491 18802 NATIONAL RETAIL PROPERTIES INC 27328 34480 NORTHROP GRUMMAN CORP 15834 16385 NOVARTIS AG ADR 9264 20194 PALO ALTO NETWORKS INC 8472 11795 PENN TREATY AMER CP 12091 12607 PEPSICO INC 22099 27174 RAYTHEON TECHNOLOGIES CORP 15912 21035 SALESFORCE.COM 21299 26314 SANFORD C BERNSTEIN FD, INC OV 283704 274151 SANFORD C. BERNSTEIN FD, INC. 76324 66813 SHELL ADR EACH REPRESENTING 2 26660 32900 STARWOOD PROPERTY TRUST INC 14362 12612 THERMO FISHER SCIENTIFIC INC 10253 10616 UNILEVER PLC AMER 32855 36360 UNION PACIFIC 724 49124 VANGUARD DIVIDEND APPRECIATION 12370 22663 VANGUARD FTSE DEVELOPED MARKET 26563 30512 VANGUARD FTSE EMERGING MARKETS 24732 24619 VANGUARD INTERMEDIATE-TERM COR 8587 7836 VANGUARD SF REIT ETF 22277 23680 VANGUARD TOTAL STOCK MARKET ET 19783 36295 VISA INC 3063 3905 WILLIAMS COS 10728 13932 BROWN ADV INV 2020 - SLP VI (T 42764 53962 BROWN ADV PRIVATE EQ PTNS VII 38001 71905 BROWN ADV PRIVATE INC PTNS I T 47479 59316 BROWN ADV PRVT EQ PTNS VIII QP 72029 90993 BROWN ADVISORY INVESTORS 2020- 21086 28829 BROWN ADVISORY PE PARTNERS 11 1516 1732 BROWN ADVISORY PRIVATE EQUITY 10281 11928 ENTERPRISE PRODUCTS PARTNERS L 12488 28985 PRI - CAPITAL SISTERS INTL 5000 5000 PRI - CHILDRENS THEATRE LOAN 38000 38000 Administrative Fees 27607 27607 Bank Charges 676 676 K-1 Exp BROWN ADV INV 2020 - S 879 867 K-1 Exp BROWN ADV PRIVATE EQ P 1160 1097 K-1 Exp BROWN ADV PRIVATE INC 773 580 K-1 Exp BROWN ADV PRVT EQ PTNS 2609 2384 K-1 Exp BROWN ADVISORY INVESTO 1786 1105 K-1 Exp BROWN ADVISORY PE PART 874 840 K-1 Exp BROWN ADVISORY PRIVATE 1366 1246 K-1 Exp ENTERPRISE PRODUCTS PA 4 OFFICE SUPPLIES 50 50 Postage/Delivery Service 295 295 INDEMNIFICATION INSURANCE 614 614 Website Hosting/Support 469 469 K-1 Inc/Loss BROWN ADV INV 2020 - SLP VI (TE) LLL 45 45 K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLL 579 821 K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP 4528 4386 K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP -325 40 K-1 Inc/Loss BROWN ADVISORY INVESTORS 2020- SL AL -220 353 K-1 Inc/Loss BROWN ADVISORY PE PARTNERS 11 (Q) -110 -110 K-1 Inc/Loss BROWN ADVISORY PRIVATE EQUITY PTNS 1 8 13 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -1867 -8 Federal Tax Refund 3921 Interest Income from Notes 6563 6563 ROOT CAPITAL INC 125000 125000 2013-12 2026-12 INTEREST ANN; PRINCIPAL AT MATURITY 1.5 NONE INVESTMENT CASH 0 CASH 0 CASH 0 THE CONTACT FUND LLC 125000 125000 2018-10 2024-09 INTEREST ANN; PRINCIPAL AT MATURITY 2.5 NONE INVESTMENT CASH 0 CASH 0 CASH 0 GLOBAL SUN PARTNERS 100000 100000 2010-11 2018-12 INTEREST QUART; PRINCIPAL AT MATURITY 8. NONE SOLAR ENERGY PROJECT CASH 0 CASH 0 CASH 0 Investment Management Services 16651 16651 990-PF Estimated Tax for 2023 2100 Foreign Tax Paid 908 908 STATE INCOME TAX 2022 250