FOSTER FAM FOUNDATION TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: FOSTER FAM FOUNDATION TR (EIN 35-6801625)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202433209349103028
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 Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T10:38:10-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	061610348	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KORDISH & COMPANY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	115 TECHNOLOGY DRIVE SUITE A 305	AddressLine1Txt
City	TRUMBULL	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	066116340	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	356801625	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOSTER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FOST	BusinessNameControlTxt
Phone	2032271006	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	505 BEACHLAND BLVD PO BOX 1-279	AddressLine1Txt
City	VERO BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	329631710	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHARLES M FOSTER	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2032271006	PhoneNum
Signature	2024-11-14	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	DAVID J KORDISH CPA	PreparerPersonNm
PTIN	P00236391	PTIN
Phone	2032681060	PhoneNum
Preparation	2024-11-14	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	$1,822,304	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
Interest On Sav Rev And Expnss	$2,705	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,705	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$21,011	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$21,011	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,751	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$749,721	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,751	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$28,467	TotalRevAndExpnssAmt
Total Net Invst Incm	$28,467	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	$16,047	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$16,047	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$392	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$392	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$16,439	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$16,439	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$75,660	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$75,660	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$92,099	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$16,439	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$75,660	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$63,632	ExcessRevenueOverExpensesAmt
Net Investment Income	$12,028	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$178,181	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$106,846	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$106,846	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$46,356	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$44,779	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$43,774	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$926,158	CorporateStockBOYAmt
Corporate Stock EOY	$934,143	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,605,277	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$63,356	CorporateBondsBOYAmt
Corporate Bonds EOY	$64,651	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$66,407	CorporateBondsEOYFMVAmt
Total Assets BOY	$1,214,051	TotalAssetsBOYAmt
Total Assets EOY	$1,150,419	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,822,304	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,214,051	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,150,419	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,214,051	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,150,419	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,214,051	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,150,419	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,214,051	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$63,632	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,150,419	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,150,419	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	$294,922	$308,404	-$13,482	-$13,482
PUBLICLY TRADED SECURITIES	$454,799	$436,566	$18,233	$18,233

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,751	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$167	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$167	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$167	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$167	TaxDueAmt

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	CT	OrgReportOrRegisterStateCd
Org Report Or Register State	FL	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	CHILTON TRUST COMPANY	IndividualWithBooksNm
Phone	6464437730	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	300 PARK AVENUE 19TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	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	0	BusinessHoldingsInd
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 (5 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
CHARLES M FOSTER
505 BEACHLAND BLVD PO BOX 1-279	VERO BEACH	FL	329631710	TRUSTEE	0.00	$0	$0	$0
ELENA M FOSTER
505 BEACHLAND BLVD PO BOX 1-279	VERO BEACH	FL	329631710	TRUSTEE	0.00	$0	$0	$0
CHARLES M FOSTER V
505 BEACHLAND BLVD PO BOX 1-279	VERO BEACH	FL	329631710	TRUSTEE	0.00	$0	$0	$0
MICHELLE F MILLER
505 BEACHLAND BLVD PO BOX 1-279	VERO BEACH	FL	329631710	TRUSTEE	0.00	$0	$0	$0
CATHERINE FOSTER ELLISON
505 BEACHLAND BLVD PO BOX 1-279	VERO BEACH	FL	329631710	TRUSTEE	0.00	$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	$1,572,071	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$140,446	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,712,517	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,712,517	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$25,688	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,686,829	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$84,341	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$84,341	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$167	TaxBasedOnInvestmentIncomeAmt
Total Tax	$167	TotalTaxAmt
Distributable Before Adj	$84,174	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$84,174	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$84,174	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$75,660	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$75,660	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$84,174	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$3,740	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,745	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$5,485	TotalExcessDistributionCyovAmt
Qualifying Distributions	$75,660	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$75,660	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$5,485	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$5,485	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$3,029	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	CHARLES M FOSTER	ContributingManagerNm
Contributing Manager	ELENA M FOSTER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
BASCOM PALMER EYE INSTITUTE UNIVERSITY OF MIAMI HEALTH SYSTEM
PO BOX 016880 D-880	MIAMI	FL	33101	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$10,000
CENTRAL PARK CONSERVANCY
717 FIFTH AVENUE	NEW YORK	NY	10022	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$500
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUE	CLEVELAND	OH	44195	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$500
FUND OF FRIENDS SEMINARY
222 E 16TH STREET	NEW YORK	NY	10003	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS SUPPORT	$7,000
GOODSPEED OPERA COMPANY
PO BOX A	EAST HADDAM	CT	06423	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$5,000
GRAND HARBOR COMMUNITY OUTREACH PROGRAM INC
PO BOX 644017	VERO BEACH	FL	32964	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$1,000
GREENS FARMS ACADEMY
35 BEACHSIDE AVENUE PO BOX 998	GREENS FARMS	CT	06838	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS SUPPORT	$5,000
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREET	NEW YORK	NY	10021	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$500
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUE	NEW YORK	NY	10028	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$1,500
MIDDLEBURY COLLEGE
131 SOUTH MAIN STREET	MIDDLEBURY	VT	05753	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS SUPPORT - ANNUAL GIVING	$5,000
RIVERSIDE THEATER
3250 RIVERSIDE PARK DR	VERO BEACH	FL	32963	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$1,000
THE BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PARKWAY	PHILADELPHIA	PA	19130	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$500
THE BOCA RATON REGIONAL HOSPITAL FOUNDATION
800 MEADOWS ROAD	BOCA RATON	FL	33486	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$500
THE FIRST PRESBYTERIAN CHURCH NURSERY SCHOOL ANNUAL FUND
12 WEST 12TH STREET	NEW YORK	NY	10011	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS SUPPORT	$1,000
THE FUND FOR YALE NEW HAVEN HOSPITAL
PO BOX 1849	NEW HAVEN	CT	06508	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$5,000
THE FUQUA SCHOOL OF BUSINESS AT DUKE UNIVERSITY
1 TOWERVIEW DRIVE	DURHAM	NC	27708	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS SUPPORT - ANNUAL FUND	$2,500
THE HOPKINS SCHOOL
986 FOREST ROAD	NEW HAVEN	CT	06515	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS SUPPORT	$1,660
THE METROPOLITAN OPERA
LINCOLN CENTER	NEW YORK	NY	10023	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$7,500
THE PALM BEACH OPERA
1800 SOUTH AUSTRALIAN AVENUE SUITE	WEST PALM BEACH	FL	33409	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$1,000	301
THE VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DRIVE	VERO BEACH	FL	32963	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$3,000
THE WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREET	NEW YORK	NY	10014	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$2,500
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
601 FRANKLIN BUILDING 3451 WALNUT	PHILADELPHIA	PA	19104	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS SUPPORT	$2,500	STREET
VERO BEACH VOLUNTEER EMS
3401 INDIAN RIVER DR E	VERO BEACH	FL	32963	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$1,000
WESTPORT HISTROICAL SOCIETY
25 AVERY PL	WESTPORT	CT	06880	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$500
WESTPORT VOLUNTEER EMS
50 JESUP ROAD	WESTPORT	CT	06880	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$5,000
YALE UNIVERSITY
PO BOX 2038	NEW HAVEN	CT	06521	NONE	PUBLIC CHARITY	EDUCATIONAL PROGRAMS SUPPORT	$4,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$75,660	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,705	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$21,011	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$4,751	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$28,467	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$28,467	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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	BNY MELLON NA	BondNm
EOY Book Value	$64,651	EOYBookValueAmt
EOYFMV	$66,407	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	BNY MELLON NA	StockNm
EOY Book Value	$934,143	EOYBookValueAmt
EOYFMV	$1,605,277	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$44,779	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$43,774	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	BNY MELLON NA	CategoryTxt
Amt	$16,047	Amt
Net Investment Income	$16,047	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BNY MELLON NA - FOREIGN TAXES WITHHELD	$373	$373	$0
FEDERAL EXCISE TAX	$19	$19	$0

FOSTER FAM FOUNDATION TR: 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 (2 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 (5 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 (26 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

Comments