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
THE AARON STRAUS & LILLIE STRAUS
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)1600 W 41ST STREET NO 700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21211
A Employer identification number

52-2040073
B Telephone number (see instructions)

(410) 539-8308
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$75,020,510
J 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... 1,266,632 1,266,192  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,352,747
b Gross sales price for all assets on line 6a 20,036,542
7 Capital gain net income (from Part IV, line 2)... 5,352,747
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)....... 543,871 0  
12 Total. Add lines 1 through 11........ 7,163,250 6,618,939  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 410,822 41,082   369,740
14 Other employee salaries and wages...... 86,728 51,100   35,628
15 Pension plans, employee benefits....... 102,433 17,003   85,430
16a Legal fees (attach schedule)......... 10,251 2,050   8,201
b Accounting fees (attach schedule)....... 47,804 9,561   38,243
c Other professional fees (attach schedule).... 688,346 687,946   400
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 117,352 56,352   0
19 Depreciation (attach schedule) and depletion... 2,358 0  
20 Occupancy.............. 10,369 0   10,369
21 Travel, conferences, and meetings....... 3,134 0   3,134
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 50,440 312   50,128
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,530,037 865,406   601,273
25 Contributions, gifts, grants paid....... 3,971,750 3,971,750
26 Total expenses and disbursements. Add lines 24 and 25 5,501,787 865,406   4,573,023
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,661,463
b Net investment income (if negative, enter -0-) 5,753,533
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............. 1,947,879 797,496 797,496
2 Savings and temporary cash investments......... 9,288 250,462 250,462
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.......... 6,782 18,580 18,580
10a Investments—U.S. and state government obligations (attach schedule) 3,916,890 Click to see attachment4,996,213 4,996,213
b Investments—corporate stock (attach schedule)....... 7,807,020 Click to see attachment10,645,431 10,645,431
c Investments—corporate bonds (attach schedule)....... 5,678,708 Click to see attachment5,678,075 5,678,075
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 50,442,812 Click to see attachment51,594,335 51,594,335
14 Land, buildings, and equipment: basis bullet32,200
Less: accumulated depreciation (attach schedule) bullet29,463 1,284 Click to see attachment2,737 2,737
15 Other assets (describe bullet) Click to see attachment630,074 Click to see attachment1,037,181 Click to see attachment1,037,181
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 70,440,737 75,020,510 75,020,510
Liabilities 17 Accounts payable and accrued expenses.......... 43,848 45,965
18 Grants payable................. 855,000 375,000
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)......... 898,848 420,965
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........... 69,541,889 74,599,545
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 69,541,889 74,599,545
30 Total liabilities and net assets/fund balances (see instructions). 70,440,737 75,020,510
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
69,541,889
2
Enter amount from Part I, line 27a .....................
2
1,661,463
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,397,390
4
Add lines 1, 2, and 3 ..........................
4
74,600,742
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,197
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
74,599,545
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 ADAGE CAPITAL PARTNERS LP PASS-THROUGH P    
b HIGHFIELDS CAPITAL IV LP PASS-THROUGH P    
c HIGHFIELDS CAPITAL IV LP PASS-THROUGH P    
d THE SILCHESTER INT'L INVESTORS PASS-THROUGH P    
e THE SILCHESTER INT'L INVESTORS PASS-THROUGH P    
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 457(B) PLAN      
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 457(B) PLAN      
RYDER COURT INT'L SELECT FUND PASS-THROUGH P    
RYDER COURT INT'L SELECT FUND PASS-THROUGH P    
SOMERSET PASS-THROUGH P    
SOMERSET PASS-THROUGH P    
ACADIAN PASS-THROUGH P    
ACADIAN PASS-THROUGH P    
GENERATION IM ASIA FUND LP PASS-THROUGH P    
GENERATION IM ASIA FUND LP PASS-THROUGH P    
PUBLICLY TRADED SECURITIES - US BANK SHORT TERM      
PUBLICLY TRADED SECURITIES - US BANK LONG TERM      
GENERATION IM GLOBAL FUND LP PASS-THROUGH P    
GENERATION IM GLOBAL FUND LP PASS-THROUGH P    
ADAGE CAPITAL PARTNERS LP PASS-THROUGH P    
SILVER CREEK SPECIAL OPPORTUNITIES FUND CAYMAN III LP PASS-THROUGH P    
ACCOLADE PARTNERS VII LP PASS-THROUGH P    
WEATHERLOW OFFSHORE FUND I LTD P 2011-01-01 2020-04-30
MM COMMUNITY FUNDING II      
CAPITAL GAINS 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       1,559,483
b       -138
c       10,903
d       -30,211
e       -115,217
23,719   23,464 255
80,867   68,118 12,749
      93,462
      570,678
      27,952
      32,637
      6,570
      186,515
      3,370
      -31,325
13,243,692   13,047,626 196,066
278,548   199,350 79,198
      26,883
      99,569
      913,286
49,080     49,080
      346
6,091,526   4,700,000 1,391,526
245,818     245,818
23,292     23,292
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       1,559,483
b       -138
c       10,903
d       -30,211
e       -115,217
      255
      12,749
      93,462
      570,678
      27,952
      32,637
      6,570
      186,515
      3,370
      -31,325
      196,066
      79,198
      26,883
      99,569
      913,286
      49,080
      346
      1,391,526
      245,818
      23,292
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 5,352,747
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 79,974
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 79,974
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 79,974
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 85,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 78,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 163,000
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 83,026
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet83,026 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)
    bulletMD
    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 addressbulletWWW.STRAUSFOUNDATION.ORG
    14
    The books are in care ofbulletJAN RIVITZ Telephone no.bullet (410) 539-8308

    Located atbullet1600 W 41ST STREET SUITE 700BALTIMOREMD ZIP+4bullet21211
    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
    SUSAN LEVITON DIRECTOR
    0.50
    0 0 0
    500 WEST BALTIMORE STREET
    BALTIMORE,MD21201
    JAN C RIVITZ PRESIDENT/TREASURER
    40.00
    410,822 65,341 0
    1600 W 41ST STREET SUITE 700
    BALTIMORE,MD21211
    TERRY UNDERBERG SECRETARY
    0.50
    0 0 0
    136 EAST 56TH STREET
    NEW YORK,NY10022
    STEPHEN H ABRAHAM DIRECTOR
    0.50
    0 0 0
    1758 PARK ROAD NW
    WASHINGTON,DC200102105
    LEE E COPLAN VICE PRESIDENT
    0.50
    0 0 0
    700 EAST PRATT STREET SUITE 1200
    BALTIMORE,MD21202
    JACOB HODES DIRECTOR
    0.50
    0 0 0
    901 S BOND STREET SUITE 400
    BALTIMORE,MD21231
    SAMUEL HIMMELRICH UNITL SEPT 2020 DIRECTOR
    0.50
    0 0 0
    3600 CLIPPER MILL ROAD
    BALTIMORE,MD212111934
    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
    ANNE B WETZLER CONTROLLER
    30.00
    73,000 7,300 0
    9 DELLWOOD COURT
    COCKEYSVILLE,MD21030
    ROCHEL T ROBBINS EXECUTIVE ASSISTANT
    30.00
    54,600 5,460 0
    2809 BANEBERRY COURT
    BALTIMORE,MD21209
    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.........................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
    23,436,641
    b
    Average of monthly cash balances.......................
    1b
    5,157,346
    c
    Fair market value of all other assets (see instructions)................
    1c
    43,015,670
    d
    Total (add lines 1a, b, and c).........................
    1d
    71,609,657
    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
    71,609,657
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,074,145
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    70,535,512
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,526,776
    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
    3,526,776
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    79,974
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    79,974
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,446,802
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,446,802
    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
    3,446,802
    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
    4,573,023
    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
    4,573,023
    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
    4,573,023
    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 3,446,802
    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...... 368,698
    b From 2016...... 256,056
    c From 2017...... 325,436
    d From 2018...... 273,776
    e From 2019...... 782,803
    fTotal of lines 3a through e........ 2,006,769
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 4,573,023
    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..... 3,446,802
    e Remaining amount distributed out of corpus 1,126,221
    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 3,132,990
    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) ...
    368,698
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    2,764,292
    10 Analysis of line 9:
    a Excess from 2016.... 256,056
    b Excess from 2017.... 325,436
    c Excess from 2018.... 273,776
    d Excess from 2019.... 782,803
    e Excess from 2020.... 1,126,221
    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 e-mail address of the person to whom applications should be addressed:
    JAN RIVITZ
    1600 W 41ST STREET SUITE 700
    BALTIMORE,MD21211
    (410) 539-8308
    bThe form in which applications should be submitted and information and materials they should include:
    COMMON GRANT APPLICATION FORM (MPN FORM)
    cAny submission deadlines:
    APPLICATIONS ARE ACCEPTED YEAR-ROUND
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO GRANTS TO ENDOWMENTS OR INDIVIDUALS
    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
    ADELANTE LATINA
    2907 W STRATHMORE AVENUE
    BALTIMORE,MD21209
    N/A PC ALL GENERAL SUPPORT 2,000
    ADVOCATES FOR CHILDREN AND YOUTH
    ONE NORTH CHARLES STREET SUITE 2400
    BALTIMORE,MD21201
    N/A PC ALL GENERAL SUPPORT 2,000
    ATLANTA CENTER FOR EMOTIONALLY FOCUSED THERAPY
    15 LENOX POINTE NE SUITE B
    ATLANTA,GA30324
    N/A PC ALL GENERAL SUPPORT 3,000
    BALTIMORE CORPS
    PO BOX 67348
    BALTIMORE,MD212157348
    N/A PC ALL GENERAL SUPPORT 250,000
    BETH TFILOH CONGREGATION
    3300 OLD COURT ROAD
    BALTIMORE,MD21208
    N/A PC ALL GENERAL SUPPORT 2,000
    CAMP AIRY AND CAMP LOUISE FOUNDATION INC
    5750 PARK HEIGHTS AVENUE SUITE 306
    BALTIMORE,MD21215
    N/A PC ALL GENERAL SUPPORT 2,609,957
    CARINGON
    PO BOX 851
    BROOKLANDVILLE,MD21022
    N/A PC ALL GENERAL SUPPORT 1,500
    CASH CAMPAIGN OF MARYLAND
    575 S CHARLES STREET 500
    BALTIMORE,MD21201
    N/A PC ALL GENERAL SUPPORT 50,000
    CENTRAL SCHOLARSHIP
    6 PARK CENTER COURT SUITE 211
    OWINGS MILLS,MD21117
    N/A PC ALL GENERAL SUPPORT 100,000
    CENTRAL SYNAGOGUE
    652 LEXINGTON AVENUE
    NEW YORK,NY10022
    N/A PC ALL GENERAL SUPPORT 1,500
    CENTRO SOL
    MASON F LORD BUILDING CENTER TOWER
    5200 EASTERN AVENUE SUITE 4200
    BALTIMORE,MD21224
    N/A PC ALL GENERAL SUPPORT 151,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403
    N/A PC ALL GENERAL SUPPORT 1,000
    DEFENDERS OF WILDLIFE
    PO BOX 1553
    MERRIFIELD,VA221161553
    N/A PC ALL GENERAL SUPPORT 1,000
    DRINK AT THE WELL INC
    4710 PENNINGTON AVE
    CURTIS BAY,MD21226
    N/A PC ALL GENERAL SUPPORT 55,000
    FH FOUNDATION
    1515 HOPE STREET SUITE 204
    SOUTH PASADENA,CA91030
    N/A PC ALL GENERAL SUPPORT 1,000
    FONZ
    PO BOX 37012 MRC 5516
    WASHINGTON,DC200137012
    N/A PC ALL GENERAL SUPPORT 250
    FOUNDATION OF THE NATIONAL LIPID ASSOCIATION
    6816 SOUTHPOINT PARKWAY SUITE 1000
    JACKSONVILLE,FL32216
    N/A PC ALL GENERAL SUPPORT 3,000
    FREESTATE JUSTICE
    2526 ST PAUL STREET
    BALTIMORE,MD21218
    N/A PC ALL GENERAL SUPPORT 500
    HOPKINS COMMUNITY CONNECTION
    200 NORTH WOLFE STREET 2055
    BALTIMORE,MD21287
    N/A PC ALL GENERAL SUPPORT 60,000
    HORACE MANN SCHOOL
    231 WEST 246TH STREET
    BRONX,NY10471
    N/A PC ALL GENERAL SUPPORT 5,000
    IMPACT HUB BALTIMORE
    10 EAST NORTH AVENUE SUITE 5
    BALTIMORE,MD21202
    N/A PC ALL GENERAL SUPPORT 50,000
    IMPROVING EDUCATION INC
    1794 UNION AVENUE
    BALTIMORE,MD21211
    N/A PC ALL GENERAL SUPPORT 150,000
    INTERCULTURAL COUNSELING CONNECTION
    4500 FRANKFORD AVENUE
    BALTIMORE,MD21206
    N/A PC ALL GENERAL SUPPORT 25,000
    JOHN FETTING FUND FOR BREAST CANCER PREVENTION
    PO BOX 17029
    BALTIMORE,MD212971029
    N/A PC ALL GENERAL SUPPORT 5,000
    LEAVE NO TRACE
    PO BOX 997
    BOULDER,CO80306
    N/A PC ALL GENERAL SUPPORT 150
    LIFEBRIDGE HEALTH
    2401 WEST BELVEDERE AVENUE
    BALTIMORE,MD21215
    N/A PC ALL GENERAL SUPPORT 29,000
    MARYLAND ALLIANCE OF PUBLIC CHARTER SCHOOLS
    1500 UNION AVENUE SUITE 1330
    BALTIMORE,MD21211
    N/A PC ALL GENERAL SUPPORT 30,000
    MULTICULTURAL CAREER INTERN PROGRAM (MCIP)
    3101 16TH STREET NW
    WASHINGTON,DC20010
    N/A PC ALL GENERAL SUPPORT 100
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    284 LINCOLN STREET
    LANDER,WY825202848
    N/A PC ALL GENERAL SUPPORT 200
    NATIONAL RESOURCES DEFENSE COUNCIL
    40 W 20TH ST
    NEW YORK,NY10011
    N/A PC ALL GENERAL SUPPORT 5,000
    PACT
    7000 TUDSBURY RD
    BALTIMORE,MD21244
    N/A PC ALL GENERAL SUPPORT 2,000
    STRONG SCHOOLS MARYLAND
    800 NORTH CHARLES STREET SUITE 400
    BALTIMORE,MD21201
    N/A PC ALL GENERAL SUPPORT 25,000
    TAHIRIH JUSTICE CENTER
    211 E LOMBARD STREET SUITE 307
    BALTIMORE,MD21202
    N/A PC ALL GENERAL SUPPORT 35,000
    TEACH FOR AMERICA - BALTIMORE
    2601 N HOWARD STREET SUITE 300
    BALTIMORE,MD21218
    N/A PC ALL GENERAL SUPPORT 100,000
    THE ASSOCIATED
    101 WEST MOUNT ROYAL AVENUE
    BALTIMORE,MD21201
    N/A PC ALL GENERAL SUPPORT 253,300
    THE LANDON SCHOOL
    6101 WILSON LANE
    BETHESDA,MD20817
    N/A PC ALL GENERAL SUPPORT 1,000
    UMBC FOUNDATION
    1000 HILLTOP CIRCLE 8TH FLOOR
    ADMINISTRATION BUILDING
    BALTIMORE,MD21250
    N/A PC ALL GENERAL SUPPORT 2,000
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA021383780
    N/A PC ALL GENERAL SUPPORT 2,000
    UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC
    220 ARCH STREET 13TH FLOOR
    BALTIMORE,MD21201
    N/A PC ALL GENERAL SUPPORT 2,000
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON ST
    LEXINGTON,VA24450
    N/A PC ALL GENERAL SUPPORT 500
    WILDERNESS LEADERSHIP & LEARNING INC (WILL)
    1758 PARK ROAD NW
    WASHINGTON,DC20010
    N/A PC ALL GENERAL SUPPORT 7,300
    WORLD WILDLIFE FUND
    1250 TWENTY-FOURTH STREET NW PO BOX
    97180
    WASHINGTON,DC200907180
    N/A PC ALL GENERAL SUPPORT 500
    BALTIMORE IMMIGRANT COMMUNITY FUND
    100 N HOLLIDAY STREET ROOM 331
    BALTIMORE,MD21202
    N/A PC ALL GENERAL SUPPORT 100,000
    BALTIMORE MUSEUM OF ART
    10 ART MUSEUM DRIVE
    BALTIMORE,MD21218
    N/A PC ALL GENERAL SUPPORT 3,000
    BALTIMORE SMALL BUSINESS SUPPORT FUND
    11 E MOUNT ROYAL AVE 2ND FL
    BALTIMORE,MD21202
    N/A PC ALL GENERAL SUPPORT 100,000
    DESMOID TUMOR RESEARCH FOUNDATION
    PO BOX 273
    SUFFERN,NY10901
    N/A PC ALL GENERAL SUPPORT 2,000
    FUND FOR JOHNS HOPKINS MEDICINE
    750 E PRATT STREET 17TH FL
    BALTIMORE,MD21202
    N/A PC ALL GENERAL SUPPORT 5,000
    GILCHRIST - BALTIMORE CAPITAL CAMPAIGN
    11311 MCCORMICK ROAD SUITE 350
    HUNT VALLEY,MD21031
    N/A PC ALL GENERAL SUPPORT 2,000
    GREEN STREET ACADEMY INC
    125 N HILTON STREET
    BALTIMORE,MD21229
    N/A PC ALL GENERAL SUPPORT 45,000
    HEREFORD VOLUNTEER AMBULANCE ASSOCIATION
    PO BOX 262
    MONKTON,MD21111
    N/A PC ALL GENERAL SUPPORT 12,000
    INSTITUTE FOR ISLAMIC CHRISTIAN AND JEWISH STUDIES
    956 DULANEY VALLEY RD
    BALTIMORE,MD21204
    N/A PC ALL GENERAL SUPPORT 2,000
    LIVE BALTIMORE HOME CENTER
    343 N CHARLES ST
    BALTIMORE,MD21201
    N/A PC ALL GENERAL SUPPORT 500
    MARYLAND PHILANTHROPY NETWORK
    2 E READ STREET 2ND FL
    BALTIMORE,MD21202
    N/A PC ALL GENERAL SUPPORT 7,490
    MARYLAND SCIENCE CENTER
    601 LIGHT STREET
    BALTIMORE,MD21230
    N/A PC ALL GENERAL SUPPORT 1,000
    MK FOUNDATION
    943 NORTH CALVERT STREET
    BALTIMORE,MD21202
    N/A PC ALL GENERAL SUPPORT 50,000
    NEW MARKET DISCOVERY FOUNDATION INC
    813 ST PAUL STREET APT 2A
    BALTIMORE,MD21202
    N/A PC ALL GENERAL SUPPORT 25,000
    OPEN WORKS
    1400 GREEMOUNT AVE
    BALTIMORE,MD21202
    N/A PC ALL GENERAL SUPPORT 10,000
    PARK SCHOOL OF BALTIMORE INC
    2425 OLD COURT RD
    BALTIMORE,MD21208
    N/A PC ALL GENERAL SUPPORT 2,000
    VISION TO LEARN
    11611 SAN VICENTE BLVD 500
    LOS ANGELES,CA90049
    N/A PC ALL GENERAL SUPPORT 50,000
    WASHINGTON COLLEGE
    300 WASHINGTON AVE
    CHESTERTOWN,MD21620
    N/A PC ALL GENERAL SUPPORT 10,000
    Total .................................bullet 3a 4,451,747
    bApproved for future payment
    CENTRO SOL
    MASON F LORD BUILDING CENTER TOWER
    5200 EASTERN AVENUE SUITE 4200
    BALTIMORE,MD21224
    N/A PC ALL GENERAL SUPPORT 300,000
    NEW MARKET DISCOVERY FOUNDATION INC
    813 ST PAUL STREET APT 2A
    BALTIMORE,MD21202
    N/A PC ALL GENERAL SUPPORT 25,000
    VISION TO LEARN
    11611 SAN VICENTE BLVD 500
    LOS ANGELES,CA90049
    N/A PC ALL GENERAL SUPPORT 50,000
    Total .................................bullet 3b 375,000
    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 1,266,632  
    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 5,352,747  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPASS-THROUGH PARTNERSHIP K-1
    531390 457,303      
    bTAX REFUND   86,568      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 543,871 6,619,379 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,163,250
    (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:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 47,804 9,561   38,243

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

    TY 2020 DepreciationSchedule
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2001-01-23 13,526 13,526 200DB 7.000000000000 0 0    
    WAITING ROOM FURNITURE 2001-12-31 5,527 5,527 200DB 7.000000000000 0 0    
    ARTWORK - JAN'S OFFICE 2001-12-31 1,968 1,968 200DB 7.000000000000 0 0    
    NETWORK WEBSITE 2004-02-26 5,000 5,000 SL 5.000000000000 0 0    
    DESIGN/PRODUCE WEBSITE 2004-10-11 5,000 5,000 SL 5.000000000000 0 0    
    VIDEO CONFERENCE EQUIP 2011-08-02 2,500 2,500 SL 5.000000000000 0 0    
    ARTWORK 2015-04-14 1,800 699 200DB 7.000000000000 80 0    
    LOBBY CHAIRS 2015-02-19 1,762 685 200DB 7.000000000000 78 0    
    CONFERENCE ROOM CHAIRS 2015-02-17 1,364 529 200DB 7.000000000000 31 0    
    COMPUTER - ANNE'S 2016-07-01 800 331 200DB 5.000000000000 46 0    
    MITEL PHONE SYSTEM 2016-07-01 3,042 1,046 200DB 7.000000000000 136 0    
    NEW AERON WORK CHAIR 2017-01-31 868 244 200DB 7.000000000000 54 0    
    JAN - APPLE IPAD PR 2020-12-22 1,249   200DB 5.000000000000 1,249 0    
    JAN - NETGEAR ORBI MESH NETWORK 2020-12-22 684   200DB 5.000000000000 684 0    
    ARTWORK - MICHAEL STEVENSON 2020-10-23 2,000   NC 0 % 0 0    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AFRICAN DEVELOPMENT BANK - GREEN BOND 3.0% DUE 12-06-21 200000 SHS 205,176 205,176
    AGILENT TECHNOLOGIES, INC. 105000 SHS 108,682 108,682
    ALEXANDRIA REAL ESTATE EQUITIES, INC. - GREEN BOND 1.875% 160000 SHS 159,744 159,744
    AMERICAN TOWER CORP. 3.125% DUE 01-15-27 145000 SHS 159,963 159,963
    AMPHENOL CORP. 105000 SHS 115,821 115,821
    ANALOG DEVICES, INC. 2.95% DUE 04-01-25 99000 SHS 108,054 108,054
    APPLE INC 105000 SHS 107,979 107,979
    APTIV PLC 30000 SHS 34,864 34,864
    AVALONBAY COMMUNITIES, INC. 3.450% 140000 SHS 155,838 155,838
    BALL CORP. 45000 SHS 50,828 50,828
    BANK OF AMERICA CORP. FIX TO FLOAT - GREEN BOND .981% 160000 SHS 161,741 161,741
    CITIGROUP INC. 100000 SHS 103,011 103,011
    CLOROX CO. 1.800% DUE 05-15-2030 105000 SHS 108,360 108,360
    CONSOLIDATED EDISON CO. 45000 SHS 51,567 51,567
    CROWN CASTLE INTERNATIONAL 100000 SHS 111,928 111,928
    CVS HEALTH CORP. 4.300% DUE 3-25-28 135000 SHS 160,645 160,645
    ECOLAB, INC. 1.3% DUE 01/30/2031 105000 SHS 104,002 104,002
    EUROPEAN INVESTMENT BANK - GREEN BOND 2.375% DUE 05-24-27 155000 SHS 171,157 171,157
    FORD FOUNDATION 105000 SHS 106,994 106,994
    FORTIS, INC. 96000 SHS 105,665 105,665
    HASBRO, INC. 3.50% DUE 09-15-27 150000 SHS 163,447 163,447
    HUNTSMAN INTERNAIONAL 90000 SHS 103,695 103,695
    IDEX CORP. 100000 SHS 110,092 110,092
    INTERNATIONAL FINANCE CORP. - GREEN BOND 2.0% DUE 10-24-22 200000 SHS 206,408 206,408
    INTERNATIONAL BANK .625% DUE 04/22/2025 195000 SHS 196,884 196,884
    J.B. HUNT TRANSPORT SERVICES, INC. 3.875% DUE 03-01-26 95000 SHS 109,088 109,088
    JOHN DEERE OWNER TRUST 110000 SHS 111,380 111,380
    JP MORGAN CHASE 105000 SHS 105,557 105,557
    KFW - GREEN BOND 1.75% DUE 09-14-29 235000 SHS 251,224 251,224
    KIMBERLY CLARK CORP. 50000 SHS 57,579 57,579
    MARRIOTT INTERNATIONAL, INC. 50000 SHS 58,485 58,485
    MARRIOTT INTERNATIONAL, INC. 55000 SHS 63,828 63,828
    MARVELL TECHNOLOGY GROUP 4.875% DUE 06-22-28 135000 SHS 159,465 159,465
    MASTERCARD INC. 49000 SHS 56,974 56,974
    NEXTERA ENERGY CAPITAL 4.80% DUE 12-01-77 50000 SHS 54,750 54,750
    NIKE, INC. 94000 SHS 106,490 106,490
    NORTHWELL HEALTHCARE, INC. 4.26% DUE 11-01-47 90000 SHS 107,980 107,980
    ORACLE CORP. 95000 SHS 106,223 106,223
    PVH CORP. 75000 SHS 84,505 84,505
    THERMO FISHER SCIENTIFIC 3.20% DUE 8-15-27 95000 SHS 106,786 106,786
    TJX COMPANIES, INC. 95000 SHS 113,992 113,992
    TRIMBLE INC. 4.90% DUE 06-15-28 90000 SHS 107,693 107,693
    VERISK ANALYTICS, INC. 4.0% DUE 06-15-25 140000 SHS 158,592 158,592
    VERIZON COMMUNICATIONS - 1.850% DUE 07/22/2024 2000000 SHS 204,802 204,802
    VERIZON COMMUNICATIONS - 3.875 DUE 02/08/2029 135000 SHS 158,908 158,908
    V F CORPORATION 100000 SHS 110,645 110,645
    XYLEM INC. 105000 SHS 110,584 110,584

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABCAM PLC 378 8,146 8,146
    ACCELERON PHARMA, INC. 128 16,376 16,376
    ACCENTURE PIC. 533 139,225 139,225
    ACCOLADE INC 351 15,269 15,269
    ACI WORLDWIDE, INC. 949 36,470 36,470
    ADOBE, INC. 499 249,560 249,560
    ALPHABET, INC. CL A 160 280,422 280,422
    AMAZON.COM, INC. 106 345,235 345,235
    AMERICAN TOWER CORP. 1215 272,719 272,719
    ANALOG DEVICES, INC. 1817 268,425 268,425
    ANGI HOMESERVICES INC 954 12,588 12,588
    ARES MANAGEMENT CORP 408 19,196 19,196
    ASPEN TECHNOLOGY, INC. 82 10,681 10,681
    AUTODESK, INC. 807 246,409 246,409
    BALL CORP. 1887 175,831 175,831
    BGC PARTNERS, INC. CL A 4590 18,360 18,360
    BIOHAVEN PHARMACEUTICAL HOLDING COMPANY LTD. 251 21,513 21,513
    BIO-RAD LABORATORIES, INC. CL A 350 204,029 204,029
    BLACKLINE, INC. 283 37,747 37,747
    BLUEPRINT MEDICINES CORP 206 23,103 23,103
    BRIGHT HORIZONS FAMILY SOLUTION, INC. 296 51,205 51,205
    BRUKER CORPORATION 403 21,814 21,814
    BWX TECHNOLOGIES INC 379 22,846 22,846
    BWX TECHNOLOGIES INC 461 27,789 27,789
    CACTUS, INC. 284 7,404 7,404
    CADENCE DESIGN SYS INC 1554 212,012 212,012
    CALAVO GROWERS, INC. 175 12,150 12,150
    CASEY'S GENERAL STORES, INC. 207 36,974 36,974
    CATALENT, INC. 444 46,207 46,207
    CBIZ, INC. 1399 37,227 37,227
    CERTARA 227 7,654 7,654
    CHANGE HEALTHCARE INC. 1742 32,488 32,488
    CHARLES RIVER LABORATORIES INTERNATIONAL, INC. 254 63,464 63,464
    CHEGG, INC. 305 27,551 27,551
    CHOICE HOTELS INTERNATIONAL, INC. 179 19,105 19,105
    CHURCHILL DOWNS INC 60 11,687 11,687
    CIRCOR INTERNATIONAL, INC. 681 26,178 26,178
    CLARUS CORP. 754 11,612 11,612
    CMC MATIS INC. 186 28,142 28,142
    COGENT COMMUNICATIONS 399 23,888 23,888
    COLFAX CORP. 867 33,154 33,154
    COLUMBIA BANKING SYSTEM, INC. 897 32,202 32,202
    COMMUNITY HEALTHCARE TRUST, INC. 533 25,110 25,110
    DANAHER CORP. 1302 289,226 289,226
    DYNATRACE HOLDINGS LLC 572 24,750 24,750
    DYNATRACE HOLDINGS LLC 4995 216,134 216,134
    EASTGROUP PROPERTIES 225 31,064 31,064
    ECOLAB, INC. 713 154,265 154,265
    EDWARDS LIFESCIENCES CORP. 1871 170,691 170,691
    ENCOMPASS HEALTH CORP 284 23,484 23,484
    ENTEGIS INC 293 28,157 28,157
    ENVESTNET INC. 295 24,276 24,276
    ESCO TECHNOLOGIES, INC. 157 16,206 16,206
    ESCO TECHNOLOGIES, INC. 83 8,567 8,567
    ESTABLISHMENT LABS HOLDINGS, INC. 463 17,427 17,427
    ETSY, INC. 53 9,429 9,429
    ETSY, INC. 989 175,953 175,953
    EVO PAYMENTS, INC. CL A 1452 39,219 39,219
    FB FINANCIAL CORP. 814 28,270 28,270
    FIBROGEN INC. 188 6,973 6,973
    FIRST MERCHANTS CORP. 907 33,931 33,931
    FORTIVE CORP. 2811 199,075 199,075
    FTI CONSULTING 195 21,785 21,785
    GENPACT LTD. 1466 60,634 60,634
    GLOBAL BLOOD THERAPEUTICS, INC. 157 6,800 6,800
    GUIDEWIRE SOFTWARE, INC. 77 9,912 9,912
    HAIN CELESTIAL GROUP, INC. 1472 59,101 59,101
    HAMILTON LANE, INC. CL A 123 9,600 9,600
    HEALTHEQUITY, INC. 393 27,396 27,396
    HOME DEPOT, INC. 725 192,575 192,575
    HOSTESS BRANDS, INC. 2158 31,593 31,593
    HOWARD HUGHES CORP. 281 22,179 22,179
    IAA, INC. 1007 65,435 65,435
    IDEX CORP. 81 16,135 16,135
    IDEXX LABORATORIES, INC. 588 293,924 293,924
    INARI MED INC. 89 7,769 7,769
    INFINERA CORP. 929 9,736 9,736
    INTUIT, INC. 812 308,438 308,438
    IOVANCE BIOTHERAPEUTICS, INC. 229 10,626 10,626
    J2 GLOBAL, INC. 444 43,374 43,374
    JOHN BEAN TECHNOLOGIES CORP. 178 20,269 20,269
    KAMAN CORP. 385 21,995 21,995
    KAR AUCTION SERVICES, INC. 1588 29,553 29,553
    KNIGHT-SWIFT TRANSPORTATION HOLDINGS, INC. 305 12,755 12,755
    LATTICE SEMICONDUCTOR CORP. 832 38,122 38,122
    LIBERTY BROADBAND .62 98 98
    LIGAND PHARMACEUTICALS, INC. - CL B 314 31,227 31,227
    LITHIA MOTORS, INC. CL A 110 32,194 32,194
    LITTELFUSE, INC. 96 24,447 24,447
    MAKEMYTRIP LTD. 951 28,083 28,083
    MANTECH INTL CORP. 240 21,346 21,346
    MARVELL TECHNOLOGY GROUP LTD. 5187 246,590 246,590
    MAXIMUS, INC. 73 5,343 5,343
    MEDICAL PROPERTIES TRUST, INC. 936 20,395 20,395
    MERCURY SYSTEMS, INC. 109 9,599 9,599
    MICROSOFT CORP. 1599 355,650 355,650
    MIMECAST, LTD. 785 44,619 44,619
    MONOLITHIC POWER SYSTEMS, INC. 635 232,556 232,556
    MSA SAFETY, INC. 158 23,604 23,604
    NATIONAL VISION HOLDINGS, INC. 756 34,239 34,239
    NEOGENOMICS, INC. 960 51,686 51,686
    NESCO HOLDINGS, INC. 1475 3,501 3,501
    NEUROCRINE BIOSCIENCES, INC. 200 19,170 19,170
    NEWMARK GROUP, INC. 1377 10,038 10,038
    NEVRO CORP. 66 11,425 11,425
    NEXSTAR MEDIA GROUP, INC. 329 35,924 35,924
    NIKE, INC. 1454 205,697 205,697
    NORDSON CORP. 696 139,861 139,861
    NUANCE COMMUNICATIONS INC. 809 35,669 35,669
    OAK STR HEALTH INC. 191 11,682 11,682
    ORTHOPEDIATRICS CORP. 337 13,901 13,901
    OSI SYS, INC. 198 18,458 18,458
    OXFORD INDUSTRIES, INC. 343 22,470 22,470
    PACIFIC PREMIER BANCORP, INC. 1075 33,680 33,680
    PACWEST BANCORP 1522 38,659 38,659
    PHREESIA, INC. 618 33,533 33,533
    PHYSICIANS REALTY TRUST 1013 18,031 18,031
    PQ GROUP HOLDING 414 5,904 5,904
    PROGYNY INC. 399 16,914 16,914
    PROS HOLDINGS, INC. 383 19,445 19,445
    PROSPERITY BANCSHARES, INC. 445 30,865 30,865
    PROVIDENCE SERVICE CORP. 248 34,380 34,380
    QUAKER CHEM CORP. 131 33,194 33,194
    RATTLER MIDSTREAM PARTNERS LP 1142 10,826 10,826
    SERVICENOW INC. 444 244,391 244,391
    SILGAN HOLDINGS, INC. 938 34,781 34,781
    SILICON MOTION TECHNOLOGY CORP. SPONSORED ADR 703 33,849 33,849
    SIMPLY GOOD GOODS COMPNAY 609 19,098 19,098
    SITEONE LANDSCAPE SUPPLY, INC. 280 44,416 44,416
    SPECTRUM BRANDS HOLDING 109 8,609 8,609
    SQUARE INC A 641 139,507 139,507
    STARWOOD PROPERTY TRUST 1704 32,887 32,887
    STARBUCKS CORP. 1575 168,494 168,494
    STITCH FIX, INC. CL A 346 20,317 20,317
    SUMO LOGIC INC. 154 4,401 4,401
    TELEDYNE TECHNOLOGIES, INC. 10 3,920 3,920
    THERMO FISHER SCIENTIFIC, INC. 602 280,400 280,400
    TOPBUILD CORP. 171 31,478 31,478
    TRINITY INDUSTRIES, INC. 595 15,702 15,702
    TYLER TECHNOLOGIES, INC. 257 112,186 112,186
    UNITEDHEALTH GROUP, INC. 891 312,456 312,456
    VERINT SYSTEMS, INC. 499 33,523 33,523
    VERISK ANALYTICS, INC. 1338 277,755 277,755
    VERRA MOBILITY CORP. 286 3,838 3,838
    VIPER ENERGY PARTNERS, LP 785 9,122 9,122
    VISA, INC. 1476 322,845 322,845
    VROOM INC. 253 10,365 10,365
    WASTE CONNECTIONS INC 484 49,644 49,644
    WEST PHARMACEUTICAL SERVICES, INC. 897 254,129 254,129
    WEX, INC. 111 22,592 22,592
    WOODWARD, INC. 119 14,462 14,462
    WORKIVA, INC. 711 65,142 65,142
    ZUORA, INC. 957 13,331 13,331
    ZYNGA, INC. 6172 60,918 60,918

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    US Government Securities - End of Year Book Value:

    3,661,198
    US Government Securities - End of Year Fair Market Value:

    3,661,198
    State & Local Government Securities - End of Year Book Value:


    1,335,015
    State & Local Government Securities - End of Year Fair Market Value:


    1,335,015


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HIGHFIELDS CAPITAL IV LP FMV 100,912 100,912
    SILVER CREEK III FMV 334,522 334,522
    ADAGE CAPITAL PARTNERS LP FMV 20,362,712 20,362,712
    THE SILCHESTER INTERNATIONAL INVEST FMV 8,388,363 8,388,363
    SOMERSET FMV 3,022,897 3,022,897
    PROPEL BALTIMORE FUND LLC FMV 103,281 103,281
    ACADIAN EMERGING MKTS EQUITY FUND FMV 2,422,908 2,422,908
    GENERATION IM ASIA FUND LP FMV 2,089,741 2,089,741
    ACCOLADE PARTNERS VII, L.P. FMV 281,929 281,929
    GENERATION IM GLOBAL EQUITY FMV 4,287,695 4,287,695
    BA - BEUTEL GOODMAN LARGE-CAP VALUE FUND CL INST 178201.912 FMV 2,216,831 2,216,831
    BROWN CAPITAL MANAGEMENT 115155.732 FMV 2,987,140 2,987,140
    VANGUARD SHORT TERM BOND INDEX FMV 4,995,404 4,995,404

    TY 2020 LandEtcSchedule2
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    WAITING ROOM FURNITURE 5,527 5,527 0  
    ARTWORK - JAN'S OFFICE 1,968 1,968 0  
    NETWORK WEBSITE 5,000 5,000 0  
    DESIGN/PRODUCE WEBSITE 5,000 5,000 0  
    VIDEO CONFERENCE EQUIP 2,500 2,500 0  
    ARTWORK 1,800 1,679 121  
    LOBBY CHAIRS 1,762 1,644 118  
    COMPUTER - ANNE'S 800 777 23  
    MITEL PHONE SYSTEM 3,042 2,703 339  
    NEW AERON WORK CHAIR 868 732 136  
    JAN - APPLE IPAD PR 1,249 1,249 0  
    JAN - NETGEAR ORBI MESH NETWORK 684 684 0  
    ARTWORK - MICHAEL STEVENSON 2,000 0 2,000  


    TY 2020 LegalFeesSchedule
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,251 2,050   8,201


    TY 2020 OtherAssetsSchedule
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EXECUTIVE COMPENSATION PLAN 130,074 147,259 147,259
    PROGRAM RELATED INVESTMENTS 500,000 500,000 500,000
    OTHER RECEIVABLES   389,922 389,922


    TY 2020 OtherDecreasesSchedule
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Description Amount
    NONDEDUCTIBLE EXPENSE 1,197


    TY 2020 OtherExpensesSchedule
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 194 0   194
    COMPUTER EXPENSE 8,022 0   8,022
    DUES AND SUBSCRIPTIONS 21,761 0   21,761
    INSURANCE 6,052 0   6,052
    INTERNET EXPENSE 1,241 0   1,241
    MEALS AND ENTERTAINMENT 2,823 0   2,823
    OFFICE SUPPLIES 6,233 0   6,233
    PARKING 2,178 0   2,178
    PAYROLL PROCESSING 1,559 312   1,247
    POSTAGE 377 0   377


    TY 2020 OtherIncomeSchedule2
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASS-THROUGH PARTNERSHIP K-1 457,303 0 457,303
    TAX REFUND 86,568   86,568


    TY 2020 OtherIncreasesSchedule
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Description Amount
    UNREALIZED GAIN 3,397,390


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR 287,521 287,521   0
    INVESTMENT EXPENSES 400,425 400,425   0
    CONSULTING FEES 400 0   400


    TY 2020 TaxesSchedule
    Name:
    THE AARON STRAUS & LILLIE STRAUS
     
    FOUNDATION INC
    EIN:
    52-2040073
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 56,352 56,352   0
    FEDERAL EXCISE TAX 61,000 0   0