CLIFTON FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CLIFTON FOUNDATION INC (EIN 46-4148510)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-12
IRS object ID: 202413179349101146
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-12T15:14:31-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	610480236	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LOUIS T ROTH & CO PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2100 GARDINER LANE 207	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40205	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	464148510	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTON FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CLIF	BusinessNameControlTxt
Phone	5028826251	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	710 WEST MAIN ST - 3RD FLOOR	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES SEILER	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	5028826251	PhoneNum
Signature	2024-11-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMY S MILES	PreparerPersonNm
PTIN	P01217935	PTIN
Phone	5024598100	PhoneNum
Preparation	2024-11-04	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$11,023,183	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$114,563	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$114,563	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$26,382	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$941,655	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$26,382	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$26,991	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$167,936	TotalRevAndExpnssAmt
Total Net Invst Incm	$140,945	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$50,280	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$50,280	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$9,075	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$9,075	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$59,355	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$50,280	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$9,075	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$182,250	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$182,250	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$241,605	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$50,280	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$191,325	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$73,669	ExcessRevenueOverExpensesAmt
Net Investment Income	$90,665	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$105,088	CashBOYAmt
Cash EOY	$40,756	CashEOYAmt
Cash EOYFMV	$40,756	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$63,814	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$64,484	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$64,484	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$4,019,476	CorporateStockBOYAmt
Corporate Stock EOY	$4,126,604	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,214,182	CorporateStockEOYFMVAmt
Other Investments BOY	$4,643,320	OtherInvestmentsBOYAmt
Other Investments EOY	$4,526,185	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$6,703,761	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$8,831,698	TotalAssetsBOYAmt
Total Assets EOY	$8,758,029	TotalAssetsEOYAmt
Total Assets EOYFMV	$11,023,183	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$4,896,109	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$4,896,109	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$3,935,589	RetainedEarningBOYAmt
Retained Earning EOY	$3,861,920	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,831,698	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,758,029	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,831,698	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,758,029	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,831,698	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$73,669	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$8,758,029	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$8,758,029	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BBR ST	P	$352,648	$364,856	-$12,208	-$12,208
BBR LT	P	$260,720	$279,995	-$19,275	-$19,275
BBR ABS RETURN	P	$175,000	$117,135	$57,865	$57,865
BBR 9570 LT	P	$153,287	$153,287	$0	$0

Field	Value	IRS element (for citing)
Capital Gain Net Income	$26,382	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,260	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,260	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,260	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,080	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$1,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,080	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$820	OverpaymentAmt
Applied To ES Tax	$820	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	KY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JAMES SEILER	IndividualWithBooksNm
Phone	5028826251	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	710 W MAIN ST - 3RD FLOOR	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	Yes (1)	BusinessHoldingsInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
LAURA LEE BROWN
710 W MAIN STREET 3RD FLOOR	LOUISVILLE	KY	40202	PRESIDENT/DIRECTOR	2.00	$0	$0	$0
STEVEN WILSON
710 W MAIN STREET 3RD FLOOR	LOUISVILLE	KY	40202	SECRETARY/DIRECTOR	1.00	$0	$0	$0
JAMES SEILER
710 W MAIN STREET 3RD FLOOR	LOUISVILLE	KY	40202	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,864,560	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$149,916	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$6,703,761	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$10,718,237	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$10,718,237	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$160,774	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$10,557,463	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$527,873	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$527,873	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,260	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,260	TotalTaxAmt
Distributable Before Adj	$526,613	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$526,613	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$526,613	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$191,325	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$191,325	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$526,613	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$342,419	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$102,820	ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov	$445,239	TotalExcessDistributionCyovAmt
Qualifying Distributions	$191,325	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$191,325	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$335,288	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$335,288	ExcessDistributionCyovAppCYAmt
Total Corpus	$109,951	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$7,131	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$102,820	ExcessDistriCyovToNextYrAmt
Excess From Year4	$102,820	ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
EMERGE KENTUCKY
PO BOX 701262	LOUISVILLE	KY	40270	NONE	PUBLIC	GENERAL FUND	$250
FILSON HISTORICAL SOCIETY
1310 S THIRD STREET	LOUISVILLE	KY	40208	NONE	PUBLIC	GENERAL FUND	$3,600
FOODCHAIN
501 W 6TH ST APT 105	LEXINGTON	KY	40508	NONE	PUBLIC	GENERAL FUND	$4,000
HORIZONS AT COLORADO
3800 S PIERCE ST	DENVER	CO	80235	NONE	PUBLIC	GENERAL FUND	$250
KENTUCKY 4-H FOUNDATION
212 SCOVELL HALL	LEXINGTON	KY	40546	NONE	PUBLIC	GENERAL FUND	$5,000
KENTUCKY COLLEGE OF ART & DESIGN AT SPALDING UNIVERSITY ATTN MEGHAN GREENW
505 W ORMSBY AVE	LOUISVILLE	KY	40203	NONE	PUBLIC	GENERAL FUND	$125,050
LOUISVILLE COLLEGIATE SCHOOL
2427 GLENMARY AVE	LOUISVILLE	KY	40204	NONE	PUBLIC	GENERAL FUND	$100
LOUISVILLE PHOTO BIENNIAL INC
713 EAST MARKET STREET	LOUISVILLE	KY	40202	NONE	PUBLIC	GENERAL FUND	$500
OLD ISLAND RESTORATION FOUNDATION
322 DUVAL ST	KEY WEST	FL	33040	NONE	PUBLIC	GENERAL FUND	$2,500
SPEED ART MUSEUM
2035 SOUTH 3RD STREET	LOUISVILLE	KY	40208	NONE	PUBLIC	GENERAL FUND	$15,000
THE MASTERS SCHOOL
49 CLINTON AVE	DOBBS FERRY	NY	10522	NONE	PUBLIC	GENERAL FUND	$1,000
THE NATURE CONSERVANCY OF KENTUCKY
114 WOODLAND AVE	LEXINGTON	KY	40502	NONE	PUBLIC	GENERAL FUND	$22,500
WATERFRONT BOTANICAL GARDENS
1435 FRANKFORT AVE	LOUISVILLE	KY	40206	NONE	PUBLIC	GENERAL FUND	$1,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREET	NEW YORK	NY	10014	NONE	PUBLIC	GENERAL FUND	$1,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$182,250	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$114,563	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	$26,991	UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$26,382	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$26,991	UnrelatedBusinessTaxblIncmAmt
Exclusion	$140,945	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$167,936	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	INVESTMENT-BBR STOCK	StockNm
EOY Book Value	$4,126,604	EOYBookValueAmt
EOYFMV	$4,214,182	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
INVESTMENT-BBR EQUITY-LONG/SHORT	AT COST	$2,246,903	$3,534,105
INVESTMENT-BBR ABSOLUTE	AT COST	$995,930	$1,510,740
INVESTMENT-BBR ALO	AT COST	$1,283,352	$1,658,916

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$316	$0	$316
ACCOUNTING	$8,560	$0	$8,560
MISCELLANEOUS	$199	$0	$199

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	IRS REFUND	Desc
Revenue And Expenses Per Books	$26,991	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$26,991	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	BBR BROKERAGE/INVESTMENT FEES	CategoryTxt
Amt	$50,280	Amt
Net Investment Income	$50,280	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

CLIFTON FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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