Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Berlanti Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

83-1458921
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,079,649J 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) 3,500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,151 3,151  
4 Dividends and interest from securities... 42,786 42,786  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -33,387
b Gross sales price for all assets on line 6a 1,611,339
7 Capital gain net income (from Part IV, line 2)... 0
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........ 3,512,550 45,937  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 459 0 0 459
b Accounting fees (attach schedule)....... Click to see attachment 8,000 0 0 8,000
c Other professional fees (attach schedule).... Click to see attachment 35,805 13,305   22,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 427 427    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 125,636     125,636
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,984 36   18,948
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 189,311 13,768 0 175,543
25 Contributions, gifts, grants paid....... 2,481,000 2,481,000
26 Total expenses and disbursements. Add lines 24 and 25 2,670,311 13,768 0 2,656,543
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 842,239
b Net investment income (if negative, enter -0-) 32,169
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 946,104 2,087,351 2,087,351
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 335,999 Click to see attachment440,922 436,227
b Investments—corporate stock (attach schedule)....... 951,984 Click to see attachment911,178 1,128,249
c Investments—corporate bonds (attach schedule)....... 785,288 Click to see attachment422,163 427,822
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,019,375 3,861,614 4,079,649
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 3,019,375 3,861,614
29 Total net assets or fund balances (see instructions)..... 3,019,375 3,861,614
30 Total liabilities and net assets/fund balances (see instructions). 3,019,375 3,861,614
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
3,019,375
2
Enter amount from Part I, line 27a .....................
2
842,239
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,861,614
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,861,614
Form 990-PF (2020)
Form 990-PF (2020)
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.)
1 a Publicly-traded Securities      
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 1,611,339   1,644,726 -33,387
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       -33,387
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 -33,387
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 447
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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........................... 3 447
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- ..... 5 447
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 458
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 458
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet11 RefundedBullet 11  
Part VII-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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, DE
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
    No
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    Gene BerlantiClick to see attachment VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Gregory BerlantiClick to see attachment Dir, Pres
    2.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Carl OgawaClick to see attachment Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Robbie RogersClick to see attachment VP*, Treas
    2.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Theresa RogersClick to see attachment Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Dina SegersonClick to see attachment Treas*, VP
    0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-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 PUBLIC CHARITY EVENT SUPPORT-SUPPORTING PCS BY TAKING ON THE COORDINATING, PLANNING, & EXPS ASSOCIATED WITH PUBLIC EVENTS TO RAISE AWARENESS ABOUT WORK PCS ARE DOING IN THE COMMUNITY 148,136
    2  
    3  
    4  
    Part IX-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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    1,780,208
    b
    Average of monthly cash balances.......................
    1b
    576,874
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,357,082
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,357,082
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    35,356
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,321,726
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    116,086
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    116,086
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    447
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    447
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    115,639
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    115,639
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    115,639
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,656,543
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,656,543
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,656,543
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 115,639
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 18,002
    e From 2019...... 1,438,682
    fTotal of lines 3a through e........ 1,456,684
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,656,543
    a Applied to 2019, 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 2020 distributable amount..... 115,639
    e Remaining amount distributed out of corpus 2,540,904
    5 Excess distributions carryover applied to 2020.    
    (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 3,997,588
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,997,588
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 18,002
    d Excess from 2019.... 1,438,682
    e Excess from 2020.... 2,540,904
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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, b, or c 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 X, 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 XV
    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).)
    Gregory Berlanti
    Robbie Rogers
    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 bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    AFRICAN-AMERICAN AIDS POLICY AND TRAINING INSTITUT
    1833 W 8TH ST STE 200
    LOS ANGELES,CA90057     		N/A PC General & Unrestricted 10,000
    ALLIANCE FOR CHILDRENS RIGHTS
    3333 WILSHIRE BLVD STE 550
    LOS ANGELES,CA90010     		N/A PC General & Unrestricted 5,000
    ARRAY ALLIANCE INC
    16000 VENTURA BLVD STE 900
    ENCINO,CA91436     		N/A PC LEAP Project 100,000
    CBE-PRIDE
    PO BOX 77313
    WASHINGTON,DC20013     		N/A PC General & Unrestricted 10,000
    CITY YEAR INC
    606 S OLIVE ST 2ND FL
    LOS ANGELES,CA90014     		N/A PC General & Unrestricted 30,000
    COACHELLA VALLEY REPERTORY
    68510 E PALM CANYON DR
    CATHEDRAL CITY,CA92234     		N/A PC General & Unrestricted 50,000
    ENTERTAINMENT INDUSTRY FOUNDATION
    10880 WILSHIRE BLVD STE 1400
    LOS ANGELES,CA90024     		N/A PC Charitable Event 25,000
    EQUALITY CALIFORNIA INSTITUTE
    3701 WILSHIRE BLVD STE 725
    LOS ANGELES,CA90010     		N/A PC General & Unrestricted 5,000
    FRIENDS OF THE LOS ANGELES FREE CLINIC
    8405 BEVERLY BLVD
    LOS ANGELES,CA90048     		N/A PC Charitable Event 15,000
    GLAAD INC
    1801 W OLYMPIC BLVD
    PASADENA,CA91199     		N/A PC General & Unrestricted 25,000
    GLSEN INC
    110 WILLIAM ST 30TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 500,000
    HILLCREST COUNTRY CLUB CHARITABLE FUND
    10000 W PICO BLVD
    LOS ANGELES,CA90064     		N/A PC Hillcrest workers fund 50,000
    JEWISH FAMILY SERVICE OF THE DESERT
    490 S FARRELL DR STE C208
    PALM SPRINGS,CA92262     		N/A PC General & Unrestricted 10,000
    JONSSON CANCER CENTER FOUNDATION- UCLA
    PO BOX 951780
    LOS ANGELES,CA90095     		N/A PC Charitable Event 2,500
    LA FAMILY HOUSING CORPORATION
    7843 LANKERSHIM BLVD
    NORTH HOLLYWOOD,CA91605     		N/A PC Charitable Event 10,000
    MOTION PICTURE AND TELEVISION FUND
    23388 MULHOLLAND DR STE 220
    WOODLAND HILLS,CA91364     		N/A PC General & Unrestricted 40,000
    MOTION PICTURE AND TELEVISION FUND
    23388 MULHOLLAND DR STE 220
    WOODLAND HILLS,CA91364     		N/A PC Charitable Event 30,000
    MOTION PICTURE AND TELEVISION FUND
    23388 MULHOLLAND DR STE 220
    WOODLAND HILLS,CA91364     		N/A PC MPTF COVID-19 Emergency Fund 150,000
    MUSLIM PUBLIC AFFAIRS COUNCIL FOUNDATION
    4988 N FIGUEROA ST
    LOS ANGELES,CA90042     		N/A PC Charitable Event 2,500
    NATIONAL BLACK JUSTICE COALITION INC
    PO BOX 71395
    WASHINGTON,DC20024     		N/A PC General & Unrestricted 10,000
    NATIONAL COALITION AGAINST CENSORSHIP INC
    19 FULTON ST RM 407
    NEW YORK,NY10038     		N/A PC Charitable Event 5,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST 3RD FL
    EVANSTON,IL60208     		N/A PC Barbara Berlanti Professorship fund in Writing for the screen and stage 500,000
    OPERATION SMILE INC
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453     		N/A PC Charitable Event 5,000
    PLANNED PARENTHOOD LOS ANGELES
    400 W 30TH ST
    LOS ANGELES,CA90007     		N/A PC General & Unrestricted 1,000
    SCREEN ACTORS GUILD - AMERICAN FEDERATION OF TELEV
    5757 WILSHIRE BLVD PH 1
    LOS ANGELES,CA90036     		N/A PC General & Unrestricted 10,000
    SCREEN ACTORS GUILD - AMERICAN FEDERATION OF TELEV
    5757 WILSHIRE BLVD PH 1
    LOS ANGELES,CA90036     		N/A PC COVID-19 Disaster Fund 150,000
    SECOND STAGE THEATRE
    1501 BROADWAY STE 518
    NEW YORK,NY10036     		N/A PC 'Take Me Out' play fund 50,000
    SOCIAL GOOD FUND
    PO BOX 5473
    RICHMOND,CA94805     		N/A PC The Marsha P. Johnson Institute 10,000
    SYLVIA RIVERA LAW PROJECT INC
    147 W 24TH ST 5TH FL
    NEW YORK,NY10011     		N/A PC General & Unrestricted 50,000
    TEMPLE ISRAEL OF HOLLYWOOD
    7300 HOLLYWOOD BLVD
    LOS ANGELES,CA90046     		N/A PC outdoor sports and play facilities expansion and renovation fund 75,000
    THE ACTORS FUND OF AMERICA
    729 7TH AVE 10TH FL
    NEW YORK,NY10019     		N/A PC General & Unrestricted 310,000
    THE ACTORS FUND OF AMERICA
    729 7TH AVE 10TH FL
    NEW YORK,NY10019     		N/A PC Emergency/COVID-19 Fund 100,000
    THIRST PROJECT
    5478 WILSHIRE BLVD STE 400
    LOS ANGELES,CA90036     		N/A PC General & Unrestricted 10,000
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA94139     		N/A PC Black Lives Matter Support Fund 50,000
    VISTA DEL MAR CHILD AND FAMILY SERVICES
    3200 MOTOR AVE
    LOS ANGELES,CA90034     		N/A PC General & Unrestricted 5,000
    WE THE PROTESTERS INC
    30 E 125TH NO 132
    NEW YORK,NY10035     		N/A PC Campaign Zero 10,000
    YOU GOTTA BELIEVE THE OLDER CHILD ADOPTION & PERMA
    3114 MERMAID AVE
    BROOKLYN,NY11224     		N/A PC General & Unrestricted 10,000
    YOUR KIDS OUR KIDS
    275 JERSEY AVE
    GREENWOOD LK,NY10925     		N/A PC The Actors Fund 50,000
    Total .................................bullet 3a 2,481,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 ...........     		    14 3,151  
    4 Dividends and interest from securities....     14 42,786  
    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 ............     		    18 -33,387  
    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)..   12,550  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,550
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Berlanti Family Foundation
     
    Employer identification number

    83-1458921
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Berlanti Family Foundation
          		Employer identification number
    83-1458921
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Berlanti Gregory
    9100 Wilshire Blvd Suite 1000W
     
    Beverly Hills, CA90212

    		$ 3,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Berlanti Family Foundation
          		Employer identification number

    83-1458921
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Berlanti Family Foundation
          		Employer identification number

    83-1458921
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit Fees 8,000     8,000

    TY 2020 CompensationExplanation
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    Person Name Explanation
    Gene Berlanti * removed from foundation in 2020
    Carl Ogawa * removed from foundation in 2020
    Robbie Rogers * removed from the position in 2020
    Dina Segerson * removed from the position in 2020

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

    TY 2020 DepreciationSchedule
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN HONDA FIN CORP - 2.90 103,647 106,924
    BANK OF AMERICA CORP - 4.100% 109,393 109,442
    BP CAP MKTS AMER INCNOTE - 3.2 104,854 107,245
    DU PONT EI DE NEMOURS - 1.700% 104,269 104,211

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 6,527 8,192
    ABBOTT LABS 7,372 9,745
    ACCENTURE PLC 12,777 17,240
    ADOBE SYSTEMS, INC 7,849 13,003
    AIA GROUP 3,628 4,533
    AIA GROUP LTD ADR 11,969 13,707
    AIRBUS GROUP 3,444 2,705
    ALIBABA GROUP HOLDING LTD 8,963 8,844
    ALIGN TECHNOLOGY, INC 3,048 5,878
    ALLSTATE CORP 5,966 6,266
    ALPHABET INC CL A 9,501 14,021
    ALPHABET INC CL C 8,332 12,263
    AMER INTERNATIONAL GROUP INC 7,766 6,209
    AMERICA MOVIL SA 629 712
    AMERISOURCEBERGEN CORP 4,155 4,986
    ANGLO AMERICAN PLC 2,069 2,817
    ANHEUSER BUSCH COS INC 1,541 2,237
    AON PLC CL A 9,567 10,141
    ARCA CONTINENTAL SAB DE CV 1,780 1,633
    ARCHER DANIELS MDLND 4,817 5,747
    ASAHI KAISAI CP ADR 2,297 2,166
    ASCENDAS INDIA TR 1,884 1,900
    ASE TECHNOLOGY HOLDINGS CO LTD 3,742 4,906
    ASML HOLDING NV NY REG SHS 3,090 6,340
    ASSA ABLOY UNSP/ADR 3,802 4,121
    ASTRAZENECA 4,331 4,999
    AT&T, INC 6,477 5,493
    AUTODESK, INC 5,021 8,550
    B&M EUROPEAN VALUE RETAIL SA A 987 1,079
    BANCO BILBAO ARG SA 1,898 1,907
    BANCO ITAU HOLDING FINANCIERA 3,270 3,532
    BEIGENE LTD 1,446 2,067
    BOC AVIATION LTD 3,548 3,716
    BOSTON SCIENTIFIC 5,066 4,242
    BRITISH AMERICAN TOBACCO PLC 3,204 3,374
    BROADCOM INC 4,392 6,568
    CAE INC 5,872 7,046
    CALRSBERG AS SP ADR REP B 4,847 5,558
    CANADIAN NATL RAILWAY CO 5,665 6,701
    CARDINAL HEALTH INC 5,600 6,106
    CATERPILLAR INC 4,884 7,099
    CHARLES SCHWAB CORP 3,651 4,933
    CHINA CONSTR BANK 3,440 3,358
    CHINA GAS HOLDINGS LTD 5,109 6,404
    CHINA YONGDA AUTOM 1,752 3,323
    CIBANCO SA INSTITUCION DE BANC 3,232 3,573
    CIFI HOLDINGS 2,165 2,304
    CIGNA CORPORATION 5,189 6,454
    CISCO SYSTEMS INC 6,575 5,997
    COCA COLA EUROPEAN PARTNERS PL 4,498 4,036
    COGNIZANT TECHNOLOGY SOLUTIONS 4,462 6,392
    COMCAST CORP 4,646 6,550
    COMPAGNIE FINANCIERE RICHEMONT 1,764 1,772
    CONAGRA FOODS INC 4,476 5,475
    CONOCOPHILLIPS 7,781 6,038
    CREDICORP LTD 2,023 2,296
    CVS CAREMARK CORP 5,160 6,284
    DAIICHI SANKYO CO LTD SPONSORE 1,032 1,663
    DAIKIN INDS LTD ADR 985 1,675
    DBS GROUP HLDGS SPON ADR 1,373 1,369
    DEUTSCHE BOERSE ADR 998 1,149
    DIAGEO PLC ADS 12,124 11,434
    DISCOVER FINL SVCS COM 5,913 6,428
    DNB NOR ASA SPONSOR ADR 2,123 2,255
    DOLLAR GENERAL CORP 9,161 12,828
    DOLLAR TREE INC 5,548 5,942
    DSV UNSP ADR EACH REPR 0.5 ORD 1,404 2,353
    DU PONT DE NEMOURS 7,045 7,182
    EDISON INTL 5,874 5,465
    ELBIT SYSTEMS LTD 1,548 1,308
    ENEL SOCIETA PER AZI 3,950 5,511
    ENERSIS CHILE S.A 1,375 1,478
    ENGIE 845 1,025
    EPIROC AB 3,796 6,527
    EQUITY RESIDENTIAL PPTYS TR 6,717 5,454
    ESSILOR INTL ADR 3,255 3,655
    FACEBOOK INC 10,597 15,024
    FIBRA PROLOGIS 3,581 3,808
    FLUTTER ENTMT PLC ADR 668 939
    GALAPAGOS NV 2,766 1,386
    GARTNER INC 4,634 4,485
    GENMAB A/S SPON 1,953 3,944
    GIVAUDAN SA UNSP/ADR 2,332 3,479
    GRIFOLS SA REP 1/2 CL B 946 793
    HDFC BANK LTD ADR 6,081 6,865
    HERMES INTL 10 ADR 1,626 2,271
    HEXAGON 3,173 5,620
    HONEYWELL INTL 9,997 11,060
    HONG KONG EX&CL UNSP/ADR 1,450 2,409
    HOYA CORP SPONS ADR 1,443 2,498
    HUTCHINSON CHINA MEDITECH LTD 932 1,217
    IBERDROLA ADR 2,729 4,025
    ICICI BK LTD ADS 3,370 3,715
    ILLUMINA INC COM 3,339 3,700
    INDUSTRIA DE DISENO 5,961 5,839
    INTEGRATED DIAGNOSTICS HOLDING 2,537 2,508
    INTEL CORP 5,465 5,430
    INTERCONTINENTAL EXCHANGE, INC 6,595 8,416
    INTUITIVE SURGICAL 2,985 3,272
    IQVIA HOLDINGS INC 8,240 9,496
    ISHARES MSCI INDIA ETF 1,563 1,810
    ISHARES MSCI-SOUTH KOREA 6,967 10,326
    ISHARES MSCI-TAIWAN 3,239 4,512
    JARDINE MATHESON UNS/ADR 849 1,124
    JOHNSON & JOHNSON 13,954 15,581
    JSC MMC NRLSK NICKL SPON ADR 1,335 1,574
    KERING UNSPON ADR EA REPR 0.1 3,735 4,782
    KEYENCE CORPORATION,FIRST SECT 5,357 9,119
    KIMBERLY CLARK CORP 6,118 6,337
    KON KPN NV SPON ADR REP 1 ORD 1,967 2,002
    KONINKLIJKE PHILIPS ELECTRONIC 1,528 1,896
    KWG PRPTY HLDGS LTD ORD 729 737
    L'AIR LIQUIDE ADR OTC 927 1,184
    L'OREAL ADR 3,069 4,112
    LONDON STK EXCHANGE GROUP 4,146 6,283
    LOWES COMPANIES INC 8,754 12,680
    LVMH MOET HENN UNSP 5,171 6,611
    MASTERCARD INC 6,887 8,924
    MCDONALD'S CORP 6,592 6,867
    MEDTRONIC PLC 2,127 2,343
    MERCADOLIBRE, INC 1,851 5,026
    MERCK & CO INC 5,802 5,481
    MERCK KGAA SPON ADR EACH REPR 2,910 3,746
    MICROSOFT CORP 17,265 27,134
    MONDELEZ INTERNATIONAL INC 5,482 5,905
    MONDI PLC 2,541 2,703
    MOTOROLA SOLUTIONS INC 12,455 12,925
    MSCI INC 2,154 4,019
    MURATA MFG INC UNSP/ADR 1,037 1,767
    NAGACORP LTD 2,270 2,476
    NESTLE S.A 4,171 4,830
    NIDEC CORPORATION ADR 1,333 2,409
    NIKE INC-CL B 2,811 4,386
    NINE DRAGONS PAPER 2,512 3,306
    NINTENDO CO LTD ADR UNSPON 3,366 5,395
    NIPPON TELEGRAPH & TELEPHONE C 1,786 1,773
    NORTHROP GRUMMAN CORP 5,563 5,180
    NOTORI HOLDINGS 1,318 1,419
    NOVO NORDISK A S 4,535 6,007
    NXP SEMICONDUCTORS 3,415 4,770
    OIL CO LUKOIL PJSC SPON ADR RE 3,886 3,076
    OPAP ORG OF FOOTB 2,802 3,283
    ORACLE CORP 5,653 6,340
    PALO ALTO NETWORKS INC 2,962 4,620
    PAYPAL HOLDINGS, INC 3,854 7,963
    PERNOD-RECARD SA 6,259 6,903
    PING AN INSURANCE 3,824 4,043
    POWER ASSETS HOLDINGS LTD 360 325
    PROCTER GAMBLE CO 6,621 7,931
    PROSUS NV ADR 836 1,171
    PRUDENTIAL PLC SC 6,410 6,278
    PT BANK RAKYAT INDONESIA ORDIN 2,037 2,067
    PTC INC 3,394 5,741
    QIWI PLC 1,041 618
    RATCH GROUP PCL 432 348
    RAYTHEON TECHNOLOGIES CORP 5,632 5,506
    RECKITT BENCKISER GROUP 2,861 3,225
    RECRUIT HOLDINGS CO 868 1,329
    REGENERON PHARMACEUTICALS INC 2,924 4,348
    RELX PLC 9,641 9,765
    RIO TINTO PLC SPONSORED ADR 4,610 4,739
    ROCKWELL AUTOMATION INC 3,418 4,765
    S&P GLOBAL INC COM 4,735 6,246
    SAFRAN SA - UNSPON ADR 5,536 5,213
    SALESFORCE.COM 5,380 7,121
    SANDS CHINA 1,774 1,800
    SANDS CHINA LTD UNSP ADR 4,658 4,581
    SAP AKTIENGESELL ADS 4,245 4,042
    SBERBANK SPONSORED ADR 2,652 2,755
    SERVICE NOW 4,537 8,807
    SHIMANO INC UNSP ADR EACH REPR 3,231 4,118
    SHIN-ETSU CHEMICAL C 2,320 4,222
    SHIONOGI & CO LTD 2,520 2,521
    SILICON MOTION TECHNOLOGY CORP 2,829 3,515
    SINGTEL 10 706 638
    SK TELECOM ADS ADS 3,517 3,672
    SMC CORP 2,944 4,123
    SOFTBANK CP UNSP ADR 1,639 2,822
    STARBUCKS CORP COM 4,806 6,205
    STMICROELECTRONICS 1,552 1,819
    STRAUMANN HLDG 1,737 2,666
    SUZUKI MOTOR CORP UNSP ADR 1,044 1,121
    SYMRISE AG UNSPONSORED 2,936 4,125
    TAIWAN SEMICONDUCTOR MFG CO LT 10,062 24,206
    TEAMVIEWER AG 2,387 3,386
    TELEFONICA BRASIL, S.A 942 620
    TENCENT HOLDINGS LIMITED 8,500 13,372
    TESCO PLC S ADR 5,927 7,001
    TEXAS INSTRUMENTS INC 4,570 6,237
    TFI INTERNATIONAL 771 877
    THAI BEVERAGE PLC 1,769 1,845
    THE COCA-COLA CO 9,667 10,255
    THERMO FISHER SCIENTIFIC INC 7,968 12,110
    TIMES CHINA HLDG 2,627 2,016
    TIMES NEIGHBORHOOD HOLDINGS LI 211 308
    TOKYO ELECTRON LTD 1,047 1,123
    TORONTO DOMINION 4,750 4,626
    TOTAL FINA ELF S.A 1,794 1,509
    TRUIST FINANCIAL CORPORATION 6,675 6,710
    TRUMY 1,794 2,200
    UNICHARM CORP - SPN ADR 2,297 3,510
    UNILEVER PLC AMER 9,608 9,416
    UNITEDHEALTH GROUP INC 4,993 5,611
    VALE SA 3,583 5,531
    VERIZON COMMUNICATIONS 5,837 5,816
    VESTAS WIND SYS UNSP/ADR 2,027 4,381
    VIATRIS ORD SHS 6,106 6,184
    VINACAPITAL VIETNA 3,750 4,820
    VINY THAI 1,904 2,481
    VISA INC 14,105 17,280
    WALT DISNEY HOLDINGS CO 4,410 7,791
    WARNER MUSIC GRP CRP 2,324 2,735
    WH GROUP LTD 2,446 2,003
    WOLTERS KLUWER S/ADR 8,370 9,821
    XINYI GLASS HOLDINGS LTD 2,052 5,584
    ZIJIN MINING GROUP 1,325 3,588
    ZOETIS INC 11,954 16,881

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    440,922
    State & Local Government Securities - End of Year Fair Market Value:


    436,227


    TY 2020 LiquidationExplanationStmt
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    Statement:
    As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,481,000. This amount represents 25% or more of the Foundation's net assets of $3,080,552 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


    TY 2020 LegalFeesSchedule
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Document Review/Drafting 459     459


    TY 2020 OtherExpensesSchedule
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 15,531     15,531
    Bank Charges 36 36    
    Indemnification Insurance 3,010     3,010
    Postage/Delivery Service 197     197
    State or Local Filing Fees 210     210


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 13,305 13,305    
    MUSICIAN SERVICES 12,500     12,500
    PUBLIC RELATIONS SERVICES 10,000     10,000


    TY 2020 TaxesSchedule
    Name:
    Berlanti Family Foundation
    EIN:
    83-1458921
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax Paid 427 427