TY 2020 Form 990PF

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	9,118	14,135	14,135
	2	Savings and temporary cash investments.........	14,492	58,739	58,739
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	986,845	899,252	2,510,548
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,010,455	972,126	2,583,422
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,010,455	972,124
	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).....	1,010,455	972,124
	30	Total liabilities and net assets/fund balances (see instructions).	1,010,455	972,124

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	164,640
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 ...................	3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: 1943-12-11(attach copy of letter if necessary–see instructions)
b	Reserved................................	1	3,220
c	All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	3,220
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	3,220
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	2,416
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	2,500
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............	7	4,916
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.	8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	1,696
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax1,696	Refunded	11

(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
ALAN STERN	TRUSTEE 0	0	0	0
291 WILTON ROAD WEST RIDGEFIELD,CT06877
JORDAN STERN	TRUSTEE 0	0	0	0
65 BROADWAY NEW YORK,NY10006
RICHARD STERN JR	TRUSTEE 0	0	0	0
513 EMERSON STREET PITTSBURGH,PA35206

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					128,989
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:2018, 2017, 2016			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	9,294
b From 2016......	16,592
c From 2017......	65,102
d From 2018......	68,075
e From 2019......	142,375
fTotal of lines 3a through e........		301,438
4Qualifying distributions for 2020 from Part
XII, line 4: $ 270,000
a Applied to 2019, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2020 distributable amount.....					128,989
e Remaining amount distributed out of corpus		141,011
5 Excess distributions carryover applied to 2020.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		442,449
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......
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) .......
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		9,294
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		433,155
10 Analysis of line 9:
a Excess from 2016....	16,592
b Excess from 2017....	65,102
c Excess from 2018....	68,075
d Excess from 2019....	142,375
e Excess from 2020....	141,011

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
OXFAM AMERICA 226 CAUSEWAY STREET 5TH FLOOR BOSTON,MA021142206		PC	Oxfam is a global organization working to end the injustice of poverty. We help people build better futures for themselves, hold the powerful accountable, and save lives in disasters.Because we are a 501(c)(3) public charity, all grants are tax deductible. Our EIN/tax ID number is 23-7069110	11,400
UNITED WAY OF NYC 205 E 42ND STREET NEW YORK,NY10017		PC	To help mobilize our communities to break down barriers and build opportunities that improve the lives of low-income New Yorkers for the benefit of all.	6,300
UNITED NEGRO COLLEGE FUND 1805 7TH STREET NW WASHINGTON,DC20001		PC	UNCF envisions a nation where all Americans have equal access to a college education that prepares them for rich intellectual lives, competitive and fulfilling careers, engaged citizenship and service to our nation. UNCFs mission is to build a robust and nationally-recognized pipeline of under-represented students who, because of UNCF support, become highly-qualified college graduates and to ensure that our network of member institutions is a respected model of best practice in moving students to and through college.	12,700
SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD,CT06825		PC	Save the Children believes every child deserves a future. In the U.S. and around the world, we give children a healthy start in life, the opportunity to learn and protection from harm. We do whatever it takes for children every day and in times of crisis transforming their lives and the future we share.	7,900
FEEDING AMERICA 35 EAST WACKER DRIVE SUITE 2000 CHICAGO,IL60601		PC	The Feeding America network is the nation's largest domestic hunger-relief organization, working to connect people with food and end hunger. Donors, staff, and volunteers all play an important role in our efforts to end hunger in the United States.	5,500
TECHNOSERVE 1777 N KENT STREET SUITE 1100 ARLINGTON,VA22209		PC	TechnoServe works with enterprising people in the developing world to build competitive farms, businesses, and industries.	7,900
PATHFINDER INTERNATIONAL 9 GALEN STREET SUITE 217 WATERTOWN,MA02472		PC	Pathfinder is driven by the conviction that all people, regardless of where they live, have the right to decide whether and when to have children, to exist free from fear and stigma, and to lead the lives they choose. Since 1957, we have worked to increase access to sexual and reproductive health and rights and promote healthy pregnancies. We are committed to expanding access to quality sexual and reproductive health services that offer each woman the chance to make an informed choice about whether she wishes to use contraception, and the method best suited to her needs. We collaborate closely with our partners around the world to offer life-saving maternal and newborn care, integrate health and environment work to address the holistic needs of communities, and reach the most vulnerable populations, including those who have been displaced due to conflict and natural disaster. Taken together, our programs empower millions of women, men, and young people to choose their own paths forward	9,900
PARTNERSHIP FOR THE HOMELESS 305 SEVENTH AVE 14 FLOOR NEW YORK,NY10001		PC	The Partnership for the Homeless is committed to building a just and equitable society and creating lasting community change through solution-oriented programs and policy initiatives that will eliminate the root causes of homelessness.	6,300
PARTNERS IN HEALTH 800 BOYLSTON STREET SUITE 300 BOSTON,MA02199		PC	Our mission is to provide a preferential option for the poor in health care. By establishing long-term relationships with sister organizations based in settings of poverty, Partners In Health strives to achieve two overarching goals: to bring the benefits of modern medical science to those most in need of them and to serve as an antidote to despair.We draw on the resources of the worlds leading medical and academic institutions and on the lived experience of the worlds poorest and sickest communities. At its root, our mission is both medical and moral. It is based on solidarity, rather than charity alone.	11,100
AMNESTY INTERNATIONAL 5 PENN PLAZA 16TH FLOOR NEW YORK,NY10001		PC	We work to protect people wherever justice, freedom, truth, and dignity are denied. Amnesty International is a global movement of millions of people demanding human rights for all people no matter who they are or where they are. We are the worlds largest grassroots human rights organization.	9,900
SEEDS OF PEACE 370 LEXINGTON AVENUE SUITE 1201 NEW YORK,NY10017		PC	We are dedicated to the pursuit of peaceful change in communities divided by conflict. We recognize that there are many possible paths to peace. We do not prescribe or advocate for particular political solutions, nor are we affiliated with any political party or religious institution. Our Seeds and Educators are at the heart of everything we do, as it is their realities and futures that are most affected by the conflicts that define their lives. They hold a wide range of beliefs and opinions on how to end the conflicts within and between their societies. Their common ground, however, is the belief in and commitment to dialogue and informed leadership as the basis for meaningful economic, social, and political change and the most effective tools in the pursuit of peace.	7,900
PLANNED PARENTHOOD 26 BLEEKER STREET NEW YORK,NY10012		PC	PPNYC is a leading provider of sexual and reproductive health services and information, a fierce advocate, and a committed partner to advance equity and improve health outcomes for all.	26,900
HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK,AZ72202		PC	We work to end hunger and poverty in partnership with the communities we serve. Our programs support entrepreneurs around the world, creating lasting change from the ground up.	7,800
DOCTORS WITHOUT BOARDERS 40 RECTOR STREET 16TH FLOOR NEW YORK,NY10006		PC	An independent, global movement providing medical aid where its needed most. Founded to save lives and speak out, MSF has treated tens of millions of people since 1971	15,800
ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE SOUTH NEW YORK,NY10010		PC	We address today's most urgent environmental challenges by targeting issues that affect people around the world. Working in partnership with others, we focus where we're best positioned to help, based on our strengths. strengths.	24,000
ACLU 125 BROAD STREET 18TH FLOOR NEW YORK,NY10004		PC	The ACLU was founded to ensure the promise of the Bill of Rights and to expand its reach to people historically denied its protections. In our first year, we fought the harassment and deportation of immigrants whose activism put them at odds with the authorities.	31,700
SOUTHERN PROVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY,AL36104		PC	The SPLC is dedicated to fighting hate and bigotry and to seeking justice for the most vulnerable members of our society. Using litigation, education, and other forms of advocacy, the SPLC works toward the day when the ideals of equal justice and equal opportunity will be a reality.	15,900
HIAS 1300 SPRING STREET SUITE 500 SILVER SPRINGS,MD20910		PC	HIAS works around the world to protect refugees who have been forced to flee their homelands because of who they are, including ethnic, religious, and sexual minorities. For more than 130 years, HIAS has been helping refugees rebuild their lives in safety and dignity.	8,000
ANTI DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK,NY10158		PC	ADL is a leading anti-hate organization. Founded in 1913 in response to an escalating climate of anti-Semitism and bigotry, its timeless mission is to protect the Jewish people and to secure justice and fair treatment for all. Today, ADL continues to fight all forms of hate with the same vigor and passion. ADL is a global leader in exposing extremism and delivering anti-bias education, and is a leading organization in training law enforcement. ADL is the first call when acts of anti-Semitism occur. ADLs ultimate goal is a world in which no group or individual suffers from bias, discrimination or hate.	11,500
AMERICAN-ARAB ANTI DISCRIMINATION COMMITTEE 1705 DESALES STREET NW SUITE 500 WASHINGTON,DC20036		PC	ADC is a civil rights organization committed to defending the rights of people of Arab descent and promoting their rich cultural heritage. ADC was founded by former U.S. Senator James Abourezk in 1980. Today, ADC is the largest Arab American grassroots organization in the U.S. ADC supports the human and civil rights of all people and opposes racism and bigotry in any form.	7,900
FREEDOM FOR ALL AMERICANS 1629 K STREET NW SUITE 300 WASHINGTON,DC20006		PC	Freedom for All Americans is the bipartisan campaign to secure full nondiscrimination protections for LGBTQ people nationwide. Our work brings together Republicans and Democrats, businesses large and small, people of faith, and allies from all walks of life to make the case for comprehensive non-discrimination protections that ensure everyone is treated fairly and equally.	7,900
UNION FOR CONCERNED SCIENTISTS TWO BRATTLE SQUARE SUITE 6 CAMBRIDGE,MA02138		PC	Union for Concerned Scientists tackles some of the hardest problems facing humanity with the commitment and urgency they require. We work to improve the human condition, help communities build resilience, and support and restore thriving natural ecosystems. We fight back when safeguards are sacrificed for private profit, and we persevere until we achieve our goals.	7,900
NRDC 40 WEST 20TH STREET 11TH FLOOR NEW YORK,NY10011		PC	NRDC works to safeguard the earthits people, its plants and animals, and the natural systems on which all life depends.	7,900
Total ................................. 3a				270,000

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	79,819		79,819	79,819
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		164,640
b	Gross sales price for all assets on line 6a 164,640
7	Capital gain net income (from Part IV, line 2)...			164,640
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........	244,459		244,459	79,819
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		7,898	7,898	7,898
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		4,523	4,523	4,523
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		369	369	369
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	12,790		12,790	12,790	0
25	Contributions, gifts, grants paid.......	270,000				270,000
26	Total expenses and disbursements. Add lines 24 and 25	282,790		12,790	12,790	270,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-38,331
b	Net investment income (if negative, enter -0-)			231,669
c	Adjusted net income (if negative, enter -0-)...				67,029

(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
1 a	CITIBANK - SCHEDULE ATTACHED	P
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	252,233	87,593	164,640
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			164,640
b
c
d
e

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

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

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	(e) Total

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

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	79,819
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	164,640
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)..				244,459

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Category	Amount	Net Investment Income	Adjusted Net Income
CITI PRIVATE BANKING FEES	1,521	1,521	1,521
WELLS FARGO BANK CHARGES	6,242	6,242	6,242
FINANCIAL ADVISORS FEES	135	135	135

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

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

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