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
JEROME P SUBAR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3636
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI495013636
A Employer identification number

38-2445793
B Telephone number (see instructions)

(616) 949-4867
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$2,080,763J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 38,211 36,360  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 196,458
b Gross sales price for all assets on line 6a 317,684
7 Capital gain net income (from Part IV, line 2)... 196,458
8 Net short-term capital gain......... 0
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........ 234,669 232,818  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 11,659 11,659   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,096 321   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 31 11   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,786 11,991 0 20
25 Contributions, gifts, grants paid....... 98,119 98,119
26 Total expenses and disbursements. Add lines 24 and 25 112,905 11,991 0 98,139
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 121,764
b Net investment income (if negative, enter -0-) 220,827
c Adjusted net income (if negative, enter -0-)... 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............. 1 1 1
2 Savings and temporary cash investments......... 85,675 76,078 76,078
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 649,749 Click to see attachment1,086,464 1,794,134
c Investments—corporate bonds (attach schedule).......   Click to see attachment119,226 116,340
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 525,835 Click to see attachment101,437 94,210
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment386    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,261,646 1,383,206 2,080,763
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
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........ 1,261,646 1,383,206
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,261,646 1,383,206
30 Total liabilities and net assets/fund balances (see instructions). 1,261,646 1,383,206
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
1,261,646
2
Enter amount from Part I, line 27a .....................
2
121,764
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,191
4
Add lines 1, 2, and 3 ..........................
4
1,384,601
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,395
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,383,206
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 54. APPLE INC COM   2013-01-23 2020-05-20
b 96. APPLE INC COM   2013-08-09 2020-05-20
c 1600. APPLE INC COM   2013-08-09 2020-10-26
d .5 OCCIDENTAL PETE CORP WT   2020-08-03 2020-08-27
e 4008.579 T. ROWE PRICE REAL ESTATE I   2013-10-03 2020-12-01
.078 VIATRIS INC   2013-10-01 2020-11-27
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 17,191   3,950 13,241
b 30,562   6,246 24,316
c 181,116   26,027 155,089
d 2   2  
e 88,590   85,000 3,590
1   1  
      222
      222
      222
      222
      222
      222
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       13,241
b       24,316
c       155,089
d        
e       3,590
       
       
       
       
       
       
       
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 2 196,458
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 3,069
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 0
3 Add lines 1 and 2........................... 3 3,069
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,069
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,797
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,272
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,069
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
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
 
No
If "Yes," attach the statement required by General Instruction T.
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)
    bulletMI
    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 ofbulletJUDITH SUBAR Telephone no.bullet (616) 241-6491

    Located atbullet2605 HAMPSHIRE BLVD SEGRAND RAPIDSMI ZIP+4bullet49506
    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
    JUDITH H SUBAR DIRECTOR
    1     		0    
    100 28TH STREET
    GRAND RAPIDS,MI49508
    JONATHAN E SUBAR DIRECTOR
    1     		0    
    100 28TH STREET
    GRAND RAPIDS,MI49508
    DEAN E SUBAR DIRECTOR
    1     		0    
    100 28TH STREET
    GRAND RAPIDS,MI49508
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    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
    1,764,676
    b
    Average of monthly cash balances.......................
    1b
    114,683
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,879,359
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,879,359
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    28,190
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,851,169
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    92,558
    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
    92,558
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,069
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,069
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    89,489
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    89,489
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    89,489
    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
    98,139
    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
    98,139
    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
    98,139
    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 89,489
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 17,516
    b From 2016...... 1,793
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 19,309
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 98,139
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 89,489
    e Remaining amount distributed out of corpus 8,650
    5 Excess distributions carryover applied to 2020. 0 0
    (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 27,959
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		17,516
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		10,443
    10 Analysis of line 9:
    a Excess from 2016.... 1,793
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 8,650
    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).)
    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
    CHAI LIFELINE
    151 WEST 30TH STREET NORTH
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 1,360
    CONGREGATION OHAVEI TORAH
    139 CAROL STREET
    LAKEWOOD,NJ08701     		NONE PC GENERAL SUPPORT 11,200
    YESHIVATH TORAH VODAATH
    425 E 9TH ST
    BROOKLYN,NY11218     		NONE PC GENERAL OPERATING FUND 2,500
    CONGREGATION NACHLAS SHIMON
    669 EAST 4TH STREET
    BROOKLYN,NY11218     		NONE PC GENERAL OPERATING FUND 200
    YESHIVAS KARLIN STOLIN
    1818 54TH STREET
    NEW YORK,NY11204     		NONE PC EDUCATION SUPPORT 250
    AMERICAN FRIENDS OF YAD ELIEZER
    1102 E 26TH STREET
    BROOKLYN,NY11210     		NONE PC GENERAL SUPPORT 100
    EZRAT ISRAEL INC
    806 EASTERN PKWY
    BROOKLYN,NY11213     		NONE PC GENERAL OPERATING SUPPORT 9,000
    UNIVERSITY OF MI ALUMNI CLUB
    ALUMNI ASSOC OF THE U OF M
    200 FLETCHER ST
    ANN ARBOR,MI481091007     		NONE PC GENERAL OPERATING FUND 100
    JEWISH NATIONAL FUND
    ATTN LOS ANGELES CENTER
    VAN NUYS,CA91406     		NONE PC GENERAL OPERATING FUND 1,000
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    3175 COMMERCIAL AVENUE
    Northbrook,IL60062     		NONE PC GENERAL OPERATING FUND 400
    YESHIVA OF SPRING VALLEY INC
    121 COLLEGE RD
    SUFFERN,NY10901     		NONE PC GENERAL OPERATING FUND 2,500
    KZM CHESED FUND
    KHAL ZICHRON MORDECHAI
    9 FOSSE COURT
    MONSEY,NY10952     		NONE PC GENERAL OPERATING SUPPORT 7,500
    CONGREGATION SHAREI TEFILAH
    29 PARKER BLVD
    MONSEY,NY10952     		NONE PC GENERAL OPERATING SUPPORT 2,000
    LEUKEMIA & LYMPHOMA SOCIETY INC
    3 INTERNATIONAL DRIVE
    RYE BROOK,NY10573     		NONE PC GENERAL OPERATING FUND 600
    CHABAD OF GOLD COAST
    3 JOHNSON CT
    EAST NORWICH,NY11732     		NONE PC GENERAL SUPPORT 100
    NOAM SHABBOS ASSOC
    1701 45TH STREET
    BROOKLYN,NY11204     		NONE PC GENERAL SUPPORT 250
    ACLU FUND OF MICHIGAN
    2966 WOODWARD AVENUE
    Detroit,MI48201     		NONE PC GENERAL OPERATING FUND 500
    KUPATH EZRAH OF ROCKLAND
    COUNTY INC
    PO BOX 3
    MONSEY,NY10952     		NONE PC GENERAL OPERATING SUPPORT 500
    FRIENDS OF EAST GRAND RAPIDS
    LIBRARY
    46 LAKESIDE DR SE
    EAST GRAND RAPIDS,MI49506     		NONE PC GENERAL OPERATING FUND 100
    Chabad House of Ann Arbor
    715 HILL
    Ann Arbor,MI48104     		NONE PC GENERAL SUPPORT 100
    HEART OF WEST MICHIGAN
    UNITED WAY
    118 COMMERCE AVE SW
    GRAND RAPIDS,MI49503     		NONE PC GENERAL OPERATING FUND 1,000
    CONGREGATION AHAVAS ISRAEL
    2727 MICHIGAN ST NE
    GRAND RAPIDS,MI49506     		NONE PC GENERAL OPERATING FUND 1,250
    JEWISH FEDERATION OF GRAND RAPIDS
    2727 MICHIGAN ST NE
    GRAND RAPIDS,MI49506     		NONE PC GENERAL OPERATING FUND 33,715
    GRAND RAPIDS CIVIC THEATRE
    30 DIVISION AVE NORTH
    GRAND RAPIDS,MI49503     		NONE PC GENERAL OPERATING FUND 500
    FRIENDS OF YAD EZRA VSHULAMIT
    3470 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE PC GENERAL OPERATING FUND 500
    AMERICAN FRIENDS OF LATET HUMANITARIAN
    29 MERRILL ROAD
    NEWTON,MA02459     		NONE PC GENERAL 500
    DISABLED AMERICAN VETERANS
    4809 EASTERN AVE SE
    GRAND RAPIDS,MI49508     		NONE PC GENERAL 100
    WEST SIDE KOLLEL
    646 WEST END AVE
    NEW YORK,NY10025     		NONE PC GENERAL 180
    MICHIGAN PUBLIC RADIO
    535 W WILIAM ST SUITE 110
    ANN ARBOR,MI48103     		NONE PC GENERAL 100
    WGVU PUBLIC MEDIA
    301 FULTON ST WEST
    GRAND RAPIDS,MI495046492     		NONE PC GENERAL OPERATING FUND 100
    CAMERA
    2954 28TH STREET SE
    GRAND RAPIDS,MI49512     		NONE PC GENERAL 200
    SOUTH FLORIDA PBS
    3401 S CONGRESS AVE
    BOYNTON BEACH,FL33426     		NONE PC GENERAL 100
    PICO SHUL
    9116 W PICO BLVD
    LOS ANGELES,CA90035     		NONE PC GENERAL 100
    COMMUNITY CIRCLE THEATRE
    1607 ROBINSON RD SE
    GRAND RAPIDS,MI49506     		NONE PC GENERAL OPERATING FUND 100
    ST JUDE CHILDREN S RESEARCH HOSPITAL
    220 E 42ND ST
    NEW YORK,NY10017     		NONE PC GENERAL 100
    ASSOCIATION FOR THE BLIND
    456 CHERRY ST SE
    GRAND RAPIDS,MI49503     		NONE PC GENERAL 100
    FRIENDS OF ISRAELI DISABLED VETS
    1133 BROADWAY SUITE 232
    NEW YORK,NY10010     		NONE PC GENERAL OPERATING FUND 100
    JEWISH THEATRE GRAND RAPIDS
    2727 MICHIGAN ST NE
    GRAND RAPIDS,MI49506     		NONE PC GENERAL OPERATING FUND 500
    AMERICAN RED CROSS
    1050 FULLER AVE NE
    GRAND RAPIDS,MI49503     		NONE PC GENERAL 100
    FREDERIK MEIJER GARDENS
    1000 EAST BELTLINE AVE NE
    GRAND RAPIDS,MI49525     		NONE PC GENERAL OPERATING FUND 100
    CHABAD OF S BARBARA
    6047 STOW CANYON ROAD
    SANTA BARBARA,CA93117     		NONE PC GENERAL 1,000
    BETHANY CHRISTIAN SERVICES
    901 EASTERN AVE NE
    GRAND RAPIDS,MI49503     		NONE PC GENERAL 50
    JEWISH ADOPTION AND FAMILY CARE OPTIONS
    (JAFCO)
    4200 N UNIVERSITY DRIVE
    SUNRISE,FL33351     		NONE PC GENERAL 1,000
    AMERICAN FRIENDS OF AISH HATORAH
    520 8TH AVE 2004
    NEW YORK,NY10018     		NONE PC GENERAL 360
    WOMEN'S ZIONIST ORGANIZATION
    C/O HADASSAH
    50 WEST 58TH STREET
    NEW YORK,NY10019     		NONE PC GENERAL OPERATING FUND 100
    NATIONAL YIDDISH BOOK CENTER
    WEINBERG BLDG 1021 W STREET
    AMBERST,MA010023375     		NONE PC GENERAL OPERATING FUND 54
    BROADWAY GRAND RAPIDS
    122 LYON ST NW
    GRAND RAPIDS,MI49503     		NONE PC GENERAL OPERATING FUND 100
    WESTERN MICHIGAN UNIVERSITY
    1903 W MICHIGAN AVE
    KALAMAZOO,MI49008     		NONE PC GENERAL 50
    BETH JACOB HIGH SCHOOL
    53RD ST 14TH AVE
    BROOKLYN,NY11219     		NONE PC GENERAL 1,000
    CARE 4PAWS
    P O BOX 60524
    SANTA BARBARA,CA93160     		NONE PC GENERAL 300
    Ohev Shalom Congregation Inc
    7055 BONITA DRIVE
    Miami Beach,FL33141     		NONE PC GENERAL SUPPORT 150
    ISRALIGHT SOUTH FLORIDA
    8304 WATERLINE DR
    BOYNTON BEACH,FL33472     		NONE PC GENERAL OPERATING SUPPORT 150
    GRAND RAPIDS COMMUNITY COLLEGE
    FOUNDATION
    185 OAKES ST SW
    GRAND RAPIDS,MI49503     		NONE PC GENERAL OPERATING FUND 1,500
    JEWISH CULTURAL COUNCIL
    C/O JEWISH FEDERATION OF GR
    2727 MICHIGAN ST NE
    GRAND RAPIDS,MI49506     		NONE PC GENERAL OPERATING FUND 500
    CONGREGATION ANSHI FALLSBURG
    4 YESHIVA LANE
    FALLSBURG,NY12733     		NONE PC GENERAL FUND 2,500
    Chabad of Kalamazoo
    504 SPRAGUE AVE
    Kalamazoo,MI49006     		NONE PC GENERAL SUPPORT 300
    LAKEWOOD CHEDAR SCHOOL
    1785 SWARTHMORE AVENUE
    LAKEWOOD,NJ08701     		NONE PC GENERAL SUPPORT 2,500
    CHABAD LUBAVITCH AVENTURA S
    18449 NE 28TH CT
    AVENTURA,FL33160     		NONE PC GENERAL OPERATING SUPPORT 1,000
    CHABAD OF WESTERN MICHIGAN
    2615 MICHIGAN ST NE
    GRAND RAPIDS,MI49506     		NONE PC GENERAL OPERATING SUPPORT 5,300
    YESHIVA TORAS CHAIM TORAS EMES
    1025 MIAMI GARDENS DR
    NORTH MIAMI BEACH,FL33179     		NONE PC GENERAL OPERATING SUPPORT 500
    Total .................................bullet 3a 98,119
    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 ...........     		         
    4 Dividends and interest from securities....     14 38,211  
    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 ............     		    18 196,458  
    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)..   234,669  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    234,669
    (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

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JEROME P SUBAR FOUNDATION
    EIN:
    38-2445793
    Name of Bond End of Year Book Value End of Year Fair Market Value
    277911491 EATON VANCE FLOATING 49,692 47,470
    72201M669 PIMCO LOW DURATION F 69,534 68,870

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JEROME P SUBAR FOUNDATION
    EIN:
    38-2445793
    Name of Stock End of Year Book Value End of Year Fair Market Value
    191216100 COCA COLA CO 19,014 27,420
    026874784 AMERICAN INTL GROUP 29,453 22,716
    03524A108 ANHEUSER BUSCH 19,663 13,982
    037833100 APPLE INC 25,572 208,589
    053332102 AUTOZONE INC 31,895 88,908
    097023105 BOEING CO 26,410 48,164
    126650100 CVS HEALTH CORP 28,880 34,150
    166764100 CHEVRON CORP 36,414 25,335
    H1467J104 CHUBB 19,984 27,706
    290003108 DOVER CORP 24,030 50,500
    375558103 GILEAD SCIENCES INC 15,680 14,565
    458140100 INTEL CORP 27,624 59,784
    478160104 JOHNSON & JOHNSON 26,112 47,214
    58933Y105 MERCK & CO INC 29,226 49,080
    609207105 MONDELEZ INTL INC 22,807 43,853
    65339F101 NEXTERA ENERGY INC 24,188 92,580
    674599105 OCCIDENTAL PETE CORP 27,201 5,193
    717081103 PFIZER INC 27,444 36,810
    718172109 PHILIP MORRIS INTL 26,163 24,837
    745867101 PULTE GROUP INC 20,807 56,746
    902973304 USBANCORP 48,548 62,198
    907818108 UNION PAC CORP 31,491 83,288
    92343V104 VERIZON COMMUNICATIO 41,623 47,000
    17275R102 CISCO SYSTEMS INC 50,388 53,700
    20030N101 COMCAST CORP CL A 49,141 52,400
    00143W859 INVESCO OPPENHEIMER 116,129 166,903
    674599105 OCCIDENTAL PETE CORP 183 252
    922908751 VANGUARD SMALL-CAP E 93,292 175,212
    92556V106 VIATRIS INC 1,504 2,324
    46432F842 ISHARES CORE MSCI EA 145,598 172,725

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JEROME P SUBAR FOUNDATION
    EIN:
    38-2445793
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EATON VANCE FLOATING RATE      
    PIMCO LOW DURATION FUND      
    INVESCO OPPENHEIMER DVLPING MK      
    VANGUARD SM CAP      
    T ROWE PRICE REAL ESTATE FD      
    INVESCO STEELPATH MLP FDS AT COST 16,347 9,280
    ISHARES CORE MSCI      
    922908553 VANGUARD REAL ESTATE AT COST 85,090 84,930

    TY 2020 OtherAssetsSchedule
    Name:
    JEROME P SUBAR FOUNDATION
    EIN:
    38-2445793
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME 386 0 0


    TY 2020 OtherDecreasesSchedule
    Name:
    JEROME P SUBAR FOUNDATION
    EIN:
    38-2445793
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 203
    RETURN OF CAPITAL ADJUSTMENTS 1,181
    ROUNDING 11


    TY 2020 OtherExpensesSchedule
    Name:
    JEROME P SUBAR FOUNDATION
    EIN:
    38-2445793
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER MISC. EXPENSES 20 0   20
    OTHER EXPENSE (NON-DEDUCTIBLE 11 11   0


    TY 2020 OtherIncreasesSchedule
    Name:
    JEROME P SUBAR FOUNDATION
    EIN:
    38-2445793
    Description Amount
    COST BASIS ADJUSTMENT 1,191


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JEROME P SUBAR FOUNDATION
    EIN:
    38-2445793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 11,659 11,659    


    TY 2020 TaxesSchedule
    Name:
    JEROME P SUBAR FOUNDATION
    EIN:
    38-2445793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 34 34   0
    PRIOR YEAR EXCISE TAX PAID 1,850 0   0
    EXCISE TAX ESTIMATE 925 0   0
    FOREIGN TAXES ON QUALIFIED FOR 277 277   0
    FOREIGN TAXES ON NONQUALIFIED 10 10   0