2024-06-19T09:01:04-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY 2ND FLOOR LIVINGSTON NJ 07039 990PF 2023-01-01 223835295 GELFAND FAMILY FOUNDATION INC MR ARTHUR GELFAND GELF 7324698484 PO BOX 6688 270 DAVIDSON ST 111 SOMERSET NJ 08875 ARTHUR GELFAND PRESIDENT 7324698484 2024-04-02 1 ARTHUR GELFAND XXX-XX-XXXX 0 MICHAEL LAFORGE P00046606 9739949494 2024-04-02 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 611403 X X 405 405 8592 8592 82874 564206 102122 91871 111119 0 0 0 356 356 0 356 356 0 15829 15829 16185 356 15829 75686 110763 25262 12112 12112 923160 452080 599291 948422 464192 611403 0 0 X 0 0 0 0 948422 464192 948422 464192 948422 464192 948422 75686 0 1024108 559916 464192 OW LARGE CAP STRATEGIES FD 213069 166040 47029 47029 OW ALL CAP CORE FD 118413 68055 50358 50358 OW FIXED INCOME FD 124915 132893 -7978 -7978 OW CREDIT INCOME FD 26089 32050 -5961 -5961 OW SMALL & MIDCAP STRAT FD 34425 37692 -3267 -3267 OW SMALL & MIDCAP STRAT FD 2005-04-05 2023-04-17 37043 25354 11689 11689 PRIOR PERIOD UNREPORTED LOSS 0 0 CAPITAL GAINS DIVIDENDS P 10252 10252 10252 102122 1540 0 1540 0 1540 1517 0 0 0 1517 0 23 0 0 0 0 0 0 0 0 0 1 1 1 NJ 1 0 0 0 1 1 N/A ARTHUR GELFAND 7324698484 270 DAVIDSON ST SUITE 111 SOMERSET NJ 08875 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILMA GELFAND PO BOX 6688 SOMERSET NJ 08875 PRESIDENT & TRUSTEE 1.00 0 0 0 ARTHUR GELFAND PO BOX 6688 SOMERSET NJ 08875 VICE PRESIDENT & TRUSTEE 0.50 0 0 0 DOUGLAS GELFAND PO BOX 6688 SOMERSET NJ 08875 TREASURER & TRUSTEE 0.50 0 0 0 DANIEL GELFAND THRU 22323 PO BOX 6688 SOMERSET NJ 08875 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 698701 9445 0 708146 0 0 708146 10622 697524 34876 34876 1540 1540 33336 0 33336 0 33336 15829 0 15829 33336 0 0 81322 62573 115287 88467 115689 463338 15829 0 0 0 15829 0 17507 17507 445831 0 0 0 0 0 0 63815 382016 62573 115287 88467 115689 WILMA GELFAND ARTHUR GELFAND X AMERICAN MUSEUM OF NATURAL HISTORY 26 W 25TH ST NEW YORK NY 10010 PC SUPPORT OF EXHIBITIONS 5000 ATLANTIC VISITING NURSE 465 SOUTH ST SUITE 100A MORRISTOWN NJ 07960 PC HEALTH HOME CARE SERVICE 1000 BROADWAY CARES 165 WEST 46TH STREET NEW YORK NY 10036 PC SUPPORT OF HIV/AIDS 1500 CITY YEAR 20 W 22ND ST 3RD FLOOR NEW YORK NY 10010 PC SUPPORT OF EDUCATION 1000 COMMUNITY HOPE INC 199 POMEROY RD 2 PARSIPPANY NJ 07054 PC RESTORE HOPE CHANGE LIVES 300 DE YOUNG MUSEUM 50 HAGIWARA TEA GARDEN DR SAN FRANCISCO CA 94118 PC SUPPORT OF FINE ARTS 229 DOCTORS WITHOUT BORDERS 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10001 PC SUPPORT OF HEALTH 500 EAGLE VALLEY HUMANE SOCIETY 1400 FAIRGROUNDS RD EAGLE CO 81631 PC SUPPORT OF ANIMAL WELFARE 300 ESSEX COUNTY CASA 211 WASHINGTON ST NEWARK NJ 07102 PC SUPPORT OF EDUCATION CHILDREN 500 FRIENDS FOR GREENER BERNARDSVILLE PO BOX 81 BERNARDSVILLE NJ 07924 PC SUPPORT OF FRIENDS 1000 FRIENDS OF SHELTER 900 CLIFTON AVENU CLIFTON NJ 07011 PC SUPPORT OF ANIMALS 1500 METROPOLITAN MUSEUM OF ART 1000 5TH AVE NEW YORK NY 10028 PC SUPPORT OF THE ARTS 1500 NJTV 283-299 MARKET STREET NEWARK NJ 07102 PC SUPPORT LEARNING AND ENTERTAINMENT 1000 ZOOLOGICAL SOCIETY OF NJ 560 NORTHFIELD AVE WEST ORANGE NJ 07052 PC SUPPORT ZOO ANIMALS 500 15829 0 14 405 14 8592 18 82874 0 91871 0 91871 0 0 0 0 0 0 0 0 0 0 MS GLOBAL IMPACT FUNDING TRUST INC - GIFT AVRIL-GELFAND FAMILY FUND 2000 WESTCHESTER AVE PURCHASE NY 10577 HERE WAS A SUBSTANTIAL CONTRACTION DURING THIS YEAR AS HALF OF THE FOUNDATION'S ASSETS WERE TRANSFERRED TO ANOTHER CHARITABLE FUND. THE TWO BROTHERS ADMINISTERING THE FOUNDATION DECIDED THEY WERE NOT ALIGNED ON CHARITABLE GIVING AND WANTED TO EACH ADMINISTER THEIR FUNDS AS THEY WISHED. THE MONIES LIQUIDATED WENT DIRECTLY INTO A FUND AT FIDELITY CHARITABLE EIN#: 11-0303001 AND WERE SUBSEQUENTLY MOVED TO MORGAN STANLEY'S GLOBAL IMPACT FUNDING TRUST, INC. EIN#52-7082731 559916 OW FIXED INCOME FUND AT COST 131527 126545 OW CREDIT INCOME FUND AT COST 33769 27399 OW LARGE CAP STRATEGIES AT COST 126184 233506 OW SMALL AND MIDCAP STRAT FD AT COST 84649 76471 OW ALL CAP CORE FUND AT COST 75951 135370 THERE WAS A SUBSTANTIAL CONTRACTION DURING THIS YEAR AS HALF OF THE FOUNDATION'S ASSETS WERE TRANSFERRED TO ANOTHER CHARITABLE FUND. THE TWO BROTHERS ADMINISTERING THE FOUNDATION DECIDED THEY WERE NOT ALIGNED ON CHARITABLE GIVING AND WANTED TO EACH ADMINISTER THEIR FUNDS AS THEY WISHED. THE MONIES LIQUIDATED WENT DIRECTLY INTO A FUND AT FIDELITY INVESTMENTS, EIN: 11-0303001 AND WERE SUBSEQUENTLY MOVED TO MORGAN STANLEY'S GLOBAL IMPACT FUNDING TRUST, INC. EIN: #52-7082731 TRANSFER OF 50% OF ASSETS TO A CHARITABLE FOUNDATION - NOT A QCD 559916 INVESTMENT FEES 356 356 0