Form990-PF
Click to see attachment

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
SMART FAMILY FOUNDATION OF NEW YORK
 
Number and street (or P.O. box number if mail is not delivered to street address)1333A NORTH AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ROCHELLE, NY108042120
A Employer identification number

81-3395492
B Telephone number (see instructions)

(914) 632-2762
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$64,517,914J 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) 32,472
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,014,884 1,014,884  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 524,162
b Gross sales price for all assets on line 6a 25,984,589
7 Capital gain net income (from Part IV, line 2)... 524,162
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........ 1,571,518 1,539,046  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 243,333 48,667   194,666
14 Other employee salaries and wages...... 11,525 2,305   9,220
15 Pension plans, employee benefits....... 15,340 3,068   12,272
16a Legal fees (attach schedule)......... Click to see attachment 11,290 2,258   9,032
b Accounting fees (attach schedule)....... Click to see attachment 36,711 7,342   29,369
c Other professional fees (attach schedule).... Click to see attachment 250,023 240,743   9,280
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 106 106   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 13,917 2,783   11,134
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 29,910 6,168   23,742
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 612,155 313,440   298,715
25 Contributions, gifts, grants paid....... 2,400,000 2,400,000
26 Total expenses and disbursements. Add lines 24 and 25 3,012,155 313,440   2,698,715
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,440,637
b Net investment income (if negative, enter -0-) 1,225,606
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............. 492,755 247,959 247,959
2 Savings and temporary cash investments......... 755,829 1,190,193 1,190,193
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) 13,054,459 Click to see attachment12,573,642 12,922,678
b Investments—corporate stock (attach schedule)....... 34,395,918 Click to see attachment32,904,665 49,951,084
c Investments—corporate bonds (attach schedule).......      
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 bullet20,329
Less: accumulated depreciation (attach schedule) bullet20,329      
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment206,000 Click to see attachment206,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 48,698,961 47,122,459 64,517,914
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) Click to see attachment142,080 Click to see attachment6,215
23 Total liabilities (add lines 17 through 22)......... 142,080 6,215
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 48,556,881 47,116,244
29 Total net assets or fund balances (see instructions)..... 48,556,881 47,116,244
30 Total liabilities and net assets/fund balances (see instructions). 48,698,961 47,122,459
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
48,556,881
2
Enter amount from Part I, line 27a .....................
2
-1,440,637
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
47,116,244
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
47,116,244
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 ( JP MORGAN) P    
b PUBLICLY TRADED SECURITIES ( BANK OF AMERICA) P    
c BANK OF AMERICA ( WASH SALE LOSSES) P    
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 13,953,471   13,871,249 82,222
b 12,031,118   11,590,379 440,739
c       1,201
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       82,222
b       440,739
c       1,201
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 2 524,162
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 17,036
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 17,036
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 17,036
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 37,143
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 37,143
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 20,107
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet20,107 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletIL, NY
    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 addressbulletN/A
    14
    The books are in care ofbulletTM BYXBEE COMPANY Telephone no.bullet (203) 281-4933

    Located atbulletPO BOX 187169HAMDENCT ZIP+4bullet06518
    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
     
    No
    ........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
    MARY SMART CHAIR,SECRETARY AND DIRECT
    15.00     		109,167 0 0
    1333A NORTH AVENUE 432
    NEW ROCHELLE,NY108042120
    DAVID STONE PRESIDENT,TREASURER AND DI
    15.00     		109,167 0 0
    1333A NORTH AVENUE 432
    NEW ROCHELLE,NY108042120
    JIM DANATOS DIRECTOR
    5.00     		25,000 0 0
    1333A NORTH AVENUE 432
    NEW ROCHELLE,NY108042120
    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
    JP MORGAN INVESTMENT MANAGMENT 130,579
    270 PARK AVENUE
    NEW YORK,NY10017
    DIMEO SCHNEIDER & ASSOCIATES LLC CONSULTING 61,081
    500 W MADISON STREET SUITE 1700
    CHICAGO,IL60661
    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.........................bullet0
    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
    57,808,105
    b
    Average of monthly cash balances.......................
    1b
    514,991
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    58,323,096
    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
    58,323,096
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    874,846
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    57,448,250
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,872,413
    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
    2,872,413
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    17,036
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,036
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,855,377
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,855,377
    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
    2,855,377
    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
    2,698,715
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,698,715
    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
    2,698,715
    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 2,855,377
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,363,439
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,698,715
    a Applied to 2019, but not more than line 2a 2,363,439
    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..... 335,276
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		2,520,101
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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
    AEOLIAN CHAMBER PLAYERS INC
    PO BOX 2194
    SOUTH PORTLAND ME,ME04116     		NONE PC BACH MUSIC FESTIVAL 10,000
    ALICE LLOYD COLLEGE
    100 PURPOSE ROAD
    PIPPA PASSES,KY41844     		NONE PC GENERAL SCHOLARSHIPS 18,000
    AMERICAN FRIENDS OF HEBREW UNIVERSITY
    199 WATER STREET 11TH FLOOR
    NEW YORK,NY10038     		NONE PC HEBREW UNIVERSITY OF JERUSALEM INITIATIVE 175,000
    AMERICAS SOCIETY INC
    680 PARK AVENUE
    NEW YORK,NY10065     		NONE PC CULTURAL PROGRAMS 25,000
    AT HOME ON THE SOUND
    545 TOMPKINS AVENUE
    MAMARONECK,NY10543     		NONE PC GENERAL SUPPORT 25,000
    BERGEN VOLUNTEER MEDICAL INITIATIVE INV
    75 ESSEX STREET SUITE 100
    HACKENSACK,NJ07601     		NONE PC GENERAL SUPPORT 25,000
    BETH EL SYNAGOGUE CENTER
    1324 NORTH AVENUE
    NEW ROCHELLE,NY10804     		NONE PC CAMP AND YOUTH PROGRAMS 20,000
    AMERICAN ASSOCIATION BEN GURION UNIVERISTY OF THE NEGEV
    1001 6TH AVENUE 19TH FLOOR
    NEW YORK,NY10018     		NONE PC ARAD LABORATORY 75,000
    CENTER FOR NONPROFIT LEGAL SERVICES
    225 WEST MAIN STREET
    MEDFORD,OR97501     		NONE PC GENERAL SUPPORT 25,000
    ASPEN CENTER FOR PHYSICS
    700 W GILLESPIE STREET
    ASPEN,CO81611     		NONE PC CENTER'S EMERGENCY FUND 20,000
    ARTICINE INC
    PO BOX 1028
    NEWFIELDS,NH03856     		NONE PC ASSIST IN FUNDING NEW THEATRE PROJECT, BUT WHAT ABOUT? 4,000
    ASPEN INSTITUTE
    477 MADISON AVENUE SUITE 730
    NEW YORK,NY10022     		NONE PC SCIENCE AND SOCIETY PROGRAM AND "YOUR FUTURE IS SCIENCE" INITIATIVE 20,000
    ASSOCIATED MUSIC TEACHERS LEAGUE INC
    51 FAIRMONT STREET
    HUNTINGTON,NY11743     		NONE PC AARON ROSAND FUNDS 10,000
    CONNECTICUT NEWS PROJECT
    1049 ASYLUM AVE
    HARTFORD,CT06105     		NONE PC SUPPORT PODCAST OF THE CT MIRROR 25,000
    COLUMBUS HOUSE
    586 ELLA T GRASSO BLVD
    NEW HAVEN,CT06519     		NONE PC SHELTER AND SERVICES FOR HOMELESS ADULTS IN THE WINTER MONTHS 25,000
    CONNECTICUT HOSPICE INC
    100 DOUBLE BEACH ROAD
    BRANFORD,CT06405     		NONE PC GENERAL SUPPORT 20,000
    CONNECTICUT PUBLIC BROADCASTING INC
    1049 ASYLUM AVE
    HARTFORD,CT06105     		NONE PC GENERAL SUPPORT 10,000
    FAIRFIELD COUNTY'S COMMUNITY FOUNDATION
    40 RICHARDS AVENUE
    NORWALK,CT06854     		NONE PC EMERGE CT, SVP RACE EQUITY FUND AND GENERAL OPERATING 100,000
    ELI WHITNEY MUSEUM
    915 WHITNEY AVENUE
    HAMDEN,CT06517     		NONE PC GENERAL SUPPORT 90,000
    ELIZABETH CADY STANTON AND SUSAN B ANTHONY STATUE FUND INC
    1430 BROADWAY 8TH FL
    NEW YORK,NY10018     		NONE PC MONUMENTAL WOMEN PROGRAM 25,000
    FAIR LAWN JEWISH CENTER
    10-04 NORMA AVENE
    FAIR LAWN,NJ07410     		NONE PC SUPPORT RENOVATIONS 50,000
    FAIRLEIGH DICKINSON UNIVERSITY
    1000 RIVER ROAD H-DH3-13
    TEANECK,NJ07666     		NONE PC SCHOLARSHIPS IN THEATRE AND FILM 5,000
    FRIENDS OF THE ODELL HOUSE ROCHAMBEAU HEADQUARTERS
    14 ROCHAMBEAU DRIVE
    HARTSDALE,NY10530     		NONE PC GENERAL SUPPORT 25,000
    FOOTE SCHOOL ASSOCIATION INC
    50 LOOMIS PLACE
    NEW HAVEN,CT06511     		NONE PC SUPPORT K - 6TH GRADE SUMMER ENRICHMENT 40,000
    FOUR NATIONS
    PO BOX 1112
    HUDSON,NY12534     		NONE PC GENERAL OPERATIONS 10,000
    FRACTURED ATLAS INC
    PO BOX 55
    HARTSDALE,NY10530     		NONE PC WESTCHESTER REVIEW 10,000
    MARBLEDALE ROAD ENVIRONMENTAL COALITION INC
    PO BOX 8086
    PELHAM,NY10803     		NONE PC GENERAL SUPPORT 10,000
    JEWISH INTERES FREE LOAN OF ATLANTA
    4549 CHAMBLEE DUNWOODY ROAD
    ATLANTA,GA30338     		NONE PC OPERATIONAL TECHNOLOGY AND EQUIPMENT AND LOAN FUNDS 10,000
    HEBREW FREE LOAN SOCIETY
    675 THIRD AVENUE 19TH FLOOR
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 50,000
    HOPKINS SCHOOL INC
    50 LOOMIS PLACE
    NEW HAVEN,CT06515     		NONE PC EDUCATIONAL ENRICHMENT PROGRAM FOR HIGH ACHIEVING 5TH-9TH GRADERS IN NEW HAVEN PUBLIC SCHOOLS 25,000
    INDEPENDENT CURATORS INTERNATIONAL
    401 BROADWAY SUITE 1620
    NEW YORK,NY10013     		NONE PC EXPO CHICAGO 10,000
    INSTITUTE FOR COMMUNITY EMPOWERMENT
    5760 W IRVING PARK ROAD
    CHICAGO,IL60634     		NONE PC MENTAL HEALTH SERVICES PROGRAM 25,000
    INTEGRATED REFUGEE & IMMIGRANT SERVICE INC
    235 NICOLL STREET 2ND FLOOR
    NEW HAVEN,CT06511     		NONE PC PROVIDE MEDICAL SERVICES FOR RESETTLED REFUGEES AND IMMIGRANTS 30,000
    ISRAEL EDUCATION FOUNDATION
    95 REVERE DRIVE SUITE D
    NORTHBROOK,IL60062     		NONE PC LISA BARKAN FELLOWSHIP 10,000
    LEAP
    31 JEFFERSON STREET
    NEW HAVEN,CT06511     		NONE PC ENRICHMENT ACTIVITIES FOR YOUTH OF COLOR 25,000
    LEAP
    31 JEFFERSON STREET
    NEW HAVEN,CT06511     		NONE PC GENERAL SUPPORT 25,000
    MADISON ARTS AND CULTURAL ALLIANCE
    PO BOX 1295
    MADISON,NJ07940     		NONE PC GENERAL SUPPORT 45,000
    MADISON ARTS AND CULTURAL ALLIANCE
    PO BOX 1295
    MADISON,NJ07940     		NONE PC GENERAL SUPPORT 7,500
    MADISON EDUCATION FOUNDATION INC
    PO BOX 1093
    MADISON,NJ07940     		NONE PC GENERAL SUPPORT 1,000
    MONTCLAIR STATE UNIVERSITY FOUNDATION INC
    1 NORMAL AVENUE
    MONTCLAIR,NJ07043     		NONE PC FELICIANO SCHOOL OF BUSINESS 25,000
    MOMI MUSEAUM OF IMAGINATION AND INNOVATION A NJ NONPROFIT CORP
    210 CHILDS ROAD
    BASKING RIDGE,NJ07920     		NONE PC PLAYFUL LEARNING LANDSCAPES 10,000
    MUSIC CONSERVATORY OF WESTCHESTER
    216 CENTRAL AVENUE
    WHITE PLAINS,NY10606     		NONE PC SCHOLARSHIPS 25,000
    NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION
    123 S BROADWAY APT 9B
    IRVINGTON,NY10533     		NONE PC GENERAL SUPPORT 12,000
    NEW JERSEY PERFORMING ARTS CENTER
    ONE CENTER STREET
    NEWARK,NJ07102     		NONE PC VIRTUAL GALA AND GENERAL OPERATING 125,000
    NEW ROCHELLE POLICE FOUNDATION
    PO BOX 96
    NEW ROCHELLE,NY10804     		NONE PC MENTORS IN BLUE PROGRAM 25,000
    NEIGHBORHOOD MUSIC SCHOOL
    100 AUDUBON STREET
    NEW HAVEN,CT06515     		NONE PC FACULTY SUPPORT IN RESPONSE TO COVID 19 CURTAILING OF PROFESSIONAL ACTIVITIES 25,000
    NEW YORK UNIVERSITY
    105 EAST 17TH STREET 4TH FLOOR
    NEW YORK,NY100032170     		NONE PC JONATHAN BOIES MEMORIAL FUND 150,000
    OPERA COLORADO
    4121 SOUTH NAVAJO STREET SUITE 100
    ENGLEWOOD,CO80110     		NONE PC AUDIO RECORDING OF "STEAL A PENCIL FOR ME" 50,000
    OXFORD ACADEMY INC
    1393 BOSTON POST ROAD
    WESTBROOK,CT06498     		NONE PC GENERAL SUPPORT 10,000
    PEF ISRAEL ENDOWMENT FUNDS INC
    630 THIRD AVENUE 15TH FLOOR
    NEW YORK,NY10017     		NONE PC GENERAL OPERATIONS 60,000
    SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825     		NONE PC GENERAL SUPPORT 68,500
    SCIENCE FRIDAY INITIATIVE INC
    2836 PIERCE STREET
    SAN FRANCISCO,CA94123     		NONE PC GENERAL OPERATIONS 50,000
    ST MARTIN DE PORRES ACADEMY INC
    208 COLUMBUS AVE
    NEW HAVEN,CT06519     		NONE PC SMPA PRADUATE SUPPORT PROGRAM 30,000
    SYMPHONY OF WESTCHESTER INC
    10 DAVID DRIVE
    NEW ROCHELLE,NY10804     		NONE PC GENERAL OPERATIONS 10,000
    THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN
    70 AUDUBON STREET
    NEW HAVEN,CT06510     		NONE PC GENERAL OPERATIONS 36,500
    THE COMMUNITY FOUNDATION FOR NEW JERSEY
    35 KNOX HILL ROAD
    MORRISTOWN,NJ07960     		NONE PC NEW JERSEY PANDEMIC RELIEF FUND 100,000
    THE OPPORTUNITY PROJECT INC
    60 EAST WILLOW STREET
    MILLBURN,NJ07041     		NONE PC GENERAL SUPPORT 25,000
    THE PALEY CENTER FOR MEDIA
    MUSEUM OF TELEVISION AND RADIO 25 W
    52ND STREET
    NEW YORK,NY10019     		NONE PC GENERAL OPERATING EXPENSES 25,000
    THEATRE DEVELOPMENT FUND INC
    520 EIGHTH AVENUE 801
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 2,500
    THEATRE FOR THE NEW CITY FOUNDATION INC
    155 1ST AVENUE
    NEW YORK,NY10003     		NONE PC HOLIDAY IN HEAVEN 25,000
    TOWN OF HARRISON
    1 HEINEMAN PLACE
    HARRISON,NY10528     		NONE PC SUMMER OUTDOOR CONCERT SERIES 15,000
    UNIVERSITY OF CHICAGO ( THE SMART MUSEUM OF ART)
    5550 SOUTH GREENWOOD AVENUE
    CHICAGO,IL60637     		NONE PC FEITLER CENTER FOR ACADEMIC INQUIRY AT THE SMART MUSEUM OF ART 100,000
    UNIVERSITY OF MASSACHUSETTS - AMHERST
    161 PRESIDENTS DRIVE
    AMHERST,MA01003     		NONE PC JEWISH HISTORY JOUNAL 25,000
    UNIVERSITY OF CHICAGO MEDICAL CENTER
    130 E RANDOLPH SUITE 2500
    CHICAGO,IL60601     		NONE PC NURSE INTERNSHIP AND RESEARCH PROGRAM 25,000
    UNTERMYER GARDENS CONSERVANCY
    945 NORTH BROADWAY
    YONKERS,NY10701     		NONE PC GENERAL SUPPORT 25,000
    USHER III INITITATIVE
    191 N WACKER DRIVE SUITE 1790
    CHICAGO,IL60606     		NONE PC SUPPORT RESEARCH AND CURE FOR USHER III 25,000
    WHITE PLAINS HOSPITAL MEDICAL CENTER
    41 EAST POST ROAD
    WHITE PLAINS,NY10601     		NONE PC COVID 19 RELIEF FUND 25,000
    WESTCHESTER CHAMBER MUSIC SOCIETY INC
    823 LONG HILL ROAD WEST
    BRIARCLIFF MANOR,NY10510     		NONE PC GENERAL SUPPORT 25,000
    WHARTON INSTITUTE FOR PERFORMING ARTS INC
    60 LOCUST AVENUE
    BERKELEY HEIGHTS,NJ07922     		NONE PC MUSICAL THEATRE ARTS PROGRAMMING 10,000
    WISH NJ INC
    1980 SPRINGFIELD AVENUE
    MAPLEWOOD,NJ07040     		NONE PC GENERAL SUPPORT 25,000
    WILDLIFE LINE INC
    2 BARLOW FARM ROAD
    SHERMAN,CT06784     		NONE PC GENERAL SUPPORT 10,000
    TAXPAYERS AGAINST FRAUD
    1220 19TH STREET NW SUITE 501
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 25,000
    OVERLOOK FOUNDATION
    46-48 BEAUVOIR AVENUE
    SUMMIT,NJ07901     		NONE PC 2020 PILOT OF THE POET IN RESIDENT PROGRAM AND THERAPEUTIC CREATIVE WRITING SERVICES 10,000
    SUNDANCE INSTITUTE
    PO BOX 684429
    PARK CITY,UT840684429     		NONE PC GENERAL SUPPORT 5,000
    Total .................................bullet 3a 2,400,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 1,014,884  
    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 ............     		    18 524,162  
    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).. 0 1,539,046 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,539,046
    (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 AccountingFeesSchedule
    Name:
    SMART FAMILY FOUNDATION OF NEW YORK
    EIN:
    81-3395492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 36,711 7,342   29,369

    TY 2020 GeneralExplanationAttachment
    Name:
    SMART FAMILY FOUNDATION OF NEW YORK
    EIN:
    81-3395492
    Identifier Return Reference Explanation
      PART VII-B, LINE 1A(4) IN 2020 THE SMART FAMILY FOUNDATION OF NEW YORK ("THE FOUNDATION") PAID ITS DIRECTORS COMPENSATION FOR SERVICES RENDERED TO THE FOUNDATION. THE COMPENSATION WAS NOT EXCESSIVE AND THE SERVICES RENDERED BY THE DIRECTORS WERE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SMART FAMILY FOUNDATION OF NEW YORK
    EIN:
    81-3395492
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE 75,886 101,611
    ADYEN NV -UNSPON 52,668 65,656
    AIA GROUP 98,628 129,114
    ALCON INC 60,873 72,710
    AMADEUS IT GROUP- UNSP ADR 58,409 79,273
    AON PCL CLASS A 44,870 47,958
    ASML HOLDING NV NY REG SHS 79,261 123,393
    ATLAS COPCO AB-SPONS ADR A 52,798 71,512
    CANADIAN PACIFIC RAILWAY LTD 77,342 110,594
    CSL LET SPONSORED ADR 104,834 115,107
    DSV PANALPINA A S UNSP ADR 64,840 95,951
    EXPERIAN PCL SPONS ADR 87,013 103,783
    FERRARI NV 41,521 58,069
    HDFC BANK LTD ADR 74,610 112,581
    ICON PLC 31,928 38,216
    LONZA GROUP AG UNSPON ADR 72,673 75,999
    LULULEMON ATHLETICA INC 64,362 82,831
    LYMH MOET HENNESSY UNSP ADR 67,590 107,517
    MERCADOLIBRE INC 83,678 167,522
    METTLER-TOLEDO INTERNATIONAL 45,410 69,520
    NESTLE SA SPONS ADR 71,735 76,334
    PERNOD RICARD SA UNSPON ADR 41,993 54,035
    RESMED INC 76,560 95,652
    SHOPIFY INC CLASS A 58,315 80,368
    SIKA AG BR ADR 44,604 66,550
    SMITH & NEPHEW PLC SPON ADR 62,684 65,068
    STERIS PLC 53,037 65,960
    TAIWAN SEMICONDUCTOR SP ADR 83,331 160,289
    TENCENT HOLDINGS LTD UNS ADR 62,335 76,491
    AGREE REALTY CORP 26,986 27,697
    AMBARELLA INC 18,738 30,852
    AMERICAN WOODMARK CORP 23,427 41,763
    AMN HEALTHCARE SERVICES INC 39,708 61,220
    ATLANTIC UNION BANKSHARES CO 28,543 44,996
    BALCHEM CORP 33,074 44,129
    BARNES GROUP INC 22,945 31,377
    BENCHMARK ELECTRONICS INC 32,575 41,082
    BOOT BARN HOLDINGS INC 22,627 46,872
    BOTTOMLINE TECHNOLOGIES 17,801 18,301
    CACI INTERNATIONAL INC CLA 33,863 34,657
    CASS INFORMATION SYSTEMS INC 18,610 19,611
    CHESAPEAKE UTILITIES CORP 22,054 26,836
    COCA-COLA CONSOLIDATED INC 31,116 33,550
    COMFORT SYSTEMS USA INC 18,938 30,122
    CSW INDUSTRIALS INC 19,852 33,125
    CTS CORP 22,198 34,948
    DIODES INC 17,369 26,649
    DORMAN PRODUCTS INC 38,080 50,877
    EASTERLY GOVERNMENT PROPERTIES 45,022 38,573
    ENERSYS 24,193 33,722
    EXLSERVICE HOLDINGS INC 30,042 41,799
    FORWARD AIR CORP 30,074 47,641
    FRANKLIN ELECTRIC CO INC 30,769 43,948
    G-LLL APPAREL GROUP LTD 15,230 32,429
    GETTY REALTY CORP 25,128 25,612
    HMS HOLDINGS CORP 25,101 29,584
    ICF INTERNATIONAL INC 42,949 48,909
    IDACORP INC 44,016 46,286
    INTEGRA LIFESCIENCES HOLDING 56,224 68,166
    J&J SNACK FOODS CORP 19,242 23,772
    KAISER ALUMINUM CORP 32,067 48,164
    KFORCE INC 23,814 34,009
    KORN FERRY 19,787 30,276
    LA-Z BOY INC 26,746 44,661
    LHC GROUP INC 20,422 30,291
    LITTLEFUSE INC 23,158 39,727
    MARCUS & MILLICHAP INC 32,138 42,591
    MEDPACE HOLDINGS INC 29,402 47,606
    MERCANTILE BANK CORP 19,139 23,910
    MOELIS & CO CLASS A 26,616 39,746
    MOVADO GROUP INC 21,608 29,035
    MTS SYSTEMS CORP 7,304 23,264
    NEXSTAR MEDIA GROUP INC CL A 43,333 58,635
    OLD NATIONAL BANKCORP 37,457 47,146
    OLLIE'S BARGAIN OUTLET HOLDI 25,187 28,211
    OMNICELL INC 31,432 54,609
    ONTO INNOVATION INC 29,188 43,223
    PACIRA BIOSCIENCES INC 16,028 17,713
    PARSLEY ENERGY INC CLASS A 22,231 33,342
    SELECTIVE INSURANCE GROUP 44,805 60,014
    SILICON MOTION TECHNOL-ADR 28,865 32,068
    SOUTH STATE CORP 36,116 50,972
    SPS COMMERCE INC 10,895 20,849
    STANDARD MOTOR PRODS 29,311 30,466
    STEWART INFORMATION SYSTEMS 26,660 33,078
    STIFEL FINANCIAL CORP 38,749 64,841
    SYKES ENTERPRISES INC 17,392 25,088
    TETRA TECH INC 21,605 34,734
    UMB FINANCIAL CORP 21,436 30,770
    UNITED BANKSHARES INC 29,795 35,899
    UNITIL CORP 24,684 23,286
    US DOLLAR JPM DEPOSIT SWEEP 135,359 135,359
    US DOLLAR JPM DEPOSIT SWEEP 56,601 56,601
    BERKSHIRE HATHAWAY INC CL-A 203,006 9,043,190
    FIDELITY 500 INDEX FD 11,977,288 15,416,382
    HEALTH CARE SELECT SECTOR 1,350,363 1,568,308
    INVESCO QQQ TRUST SERIES 1 1,023,029 1,533,875
    VANGUARD FINANCIALS ETF 905,146 1,042,848
    ISHARES RUSSELL 1000 VALUE E 644,555 776,353
    VANGUARD SMALL CAP ETF 2,434,139 3,459,464
    FIDELITY INTL INDX INST PRM 4,976,967 5,576,281
    OARKMARK INTERNATIONAL INST 2,377,264 2,677,893
    MATTHEWS PACIFIC TIGER INST 1,047,511 1,260,078
    ISHARES CORE MSCI EMERGING 2,185,785 2,517,459

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    SMART FAMILY FOUNDATION OF NEW YORK
    EIN:
    81-3395492
    US Government Securities - End of Year Book Value:

    12,573,642
    US Government Securities - End of Year Fair Market Value:

    12,922,678
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 LegalFeesSchedule
    Name:
    SMART FAMILY FOUNDATION OF NEW YORK
    EIN:
    81-3395492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 11,290 2,258   9,032


    TY 2020 OtherAssetsSchedule
    Name:
    SMART FAMILY FOUNDATION OF NEW YORK
    EIN:
    81-3395492
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENTS OTHER 0 206,000 206,000


    TY 2020 OtherExpensesSchedule
    Name:
    SMART FAMILY FOUNDATION OF NEW YORK
    EIN:
    81-3395492
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 1,513 303   1,210
    OFFICE SUPPLIES AND EXPENSE 7,178 1,436   5,742
    TELEPHONE 1,654 331   1,323
    ADP FEES 4,819 964   3,855
    POSTAGE 663 133   530
    INSURANCE 11,476 2,295   9,181
    OTHER INVESTMENT EXPENSE 231 231   0
    MEALS AND ENTERTAINMENT 280 56   224
    COMPUTERES 2,096 419   1,677


    TY 2020 OtherLiabilitiesSchedule
    Name:
    SMART FAMILY FOUNDATION OF NEW YORK
    EIN:
    81-3395492
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER LIABILITY 142,080 6,215


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SMART FAMILY FOUNDATION OF NEW YORK
    EIN:
    81-3395492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 175,215 175,215   0
    PROFESSIONAL FEES 73,208 65,208   8,000
    AUDIT EXPENSE 1,600 320   1,280


    TY 2020 TaxesSchedule
    Name:
    SMART FAMILY FOUNDATION OF NEW YORK
    EIN:
    81-3395492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 106 106   0