-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
11-01-2019
, and ending
10-31-2020
Name of foundation
VIRGINIA B TOULMIN CHARITABLE
FOUNDATION III
Number and street (or P.O. box number if mail is not delivered to street address)
530 FIFTH AVE FL 24
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
10036
A Employer identification number
13-7385769
B
Telephone number (see instructions)
(212) 546-6263
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
131,088,850
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
5,286
5,286
4
Dividends and interest from securities
...
1,490,347
1,490,347
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,012,346
b
Gross sales price for all assets on line 6a
62,592,379
7
Capital gain net income (from Part IV, line 2)
...
2,271,878
8
Net short-term capital gain
.........
9
Income modifications
...........
30,000
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)
.......
0
179,673
12
Total.
Add lines 1 through 11
........
3,507,979
3,947,184
30,000
13
Compensation of officers, directors, trustees, etc.
475,000
190,000
190,000
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
12,319
0
0
b
Accounting fees (attach schedule)
.......
91,000
68,250
22,750
c
Other professional fees (attach schedule)
....
1,441,558
1,180,388
177,266
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
33,800
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
46,652
18,661
18,661
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
45,207
130,543
107,075
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,145,536
1,587,842
515,752
25
Contributions, gifts, grants paid
.......
6,385,827
7,076,153
26
Total expenses and disbursements.
Add lines 24 and 25
8,531,363
1,587,842
7,591,905
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-5,023,384
b
Net investment income
(if negative, enter -0-)
2,359,342
c
Adjusted net income
(if negative, enter -0-)
...
30,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
47,243
544,404
544,404
2
Savings and temporary cash investments
.........
10,407,993
12,392,588
12,392,588
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
..........
800
800
10a
Investments—U.S. and state government obligations (attach schedule)
18,752,055
14,396,576
14,396,576
b
Investments—corporate stock (attach schedule)
.......
46,470,700
55,446,316
55,446,316
c
Investments—corporate bonds (attach schedule)
.......
12,143,167
9,092,478
9,092,478
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
43,629,241
38,764,940
38,764,940
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
406,855
450,748
450,748
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
131,857,254
131,088,850
131,088,850
17
Accounts payable and accrued expenses
..........
199,882
137,224
18
Grants payable
.................
1,474,326
814,000
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
)
376,195
299,800
23
Total liabilities
(add lines 17 through 22)
.........
2,050,403
1,251,024
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
129,806,851
129,837,826
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
........
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)
.....
129,806,851
129,837,826
30
Total liabilities and net assets/fund balances
(see instructions)
.
131,857,254
131,088,850
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
129,806,851
2
Enter amount from Part I, line 27a
.....................
2
-5,023,384
3
Other increases not included in line 2 (itemize)
3
5,070,543
4
Add lines 1, 2, and 3
..........................
4
129,854,010
5
Decreases not included in line 2 (itemize)
5
16,184
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
129,837,826
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
b
PARTNERSHIP CAPITAL GAINS/LOSSES
c
CAPITAL GAINS DIVIDENDS
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
62,090,869
60,580,033
1,510,836
b
259,532
259,532
c
501,510
501,510
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
1,510,836
b
259,532
c
501,510
d
e
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
2,271,878
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
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
7,654,469
131,385,742
0.058260
2017
8,244,837
140,303,874
0.058764
2016
7,672,919
133,492,745
0.057478
2015
7,521,228
129,038,299
0.058287
2014
6,859,683
136,737,285
0.050167
2
Total
of line 1, column (d)
.....................
2
0.282956
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.056591
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
127,784,402
5
Multiply line 4 by line 3
......................
5
7,231,447
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
23,593
7
Add lines 5 and 6
........................
7
7,255,040
8
Enter qualifying distributions from Part XII, line 4
,.............
8
7,591,905
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
23,593
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% 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
23,593
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
23,593
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
24,376
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
69,500
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
93,876
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
70,283
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
70,283
Refunded
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 Instructions
for 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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
OH
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
No
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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
Yes
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 address
WWW.TOULMINFOUNDATION.ORG
14
The books are in care of
THE ORGANIZATION
Telephone no.
(212) 546-6263
Located at
530 FIFTH AVE FL 24
NEW YORK
NY
ZIP+4
10036
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
WILLIAM S VILLAFRANCO
TRUSTEE/CEO
35.00
225,000
0
0
530 FIFTH AVENUE 24TH FLOOR
NEW YORK
,
NY
10036
ALEXANDER C SANGER
TRUSTEE/COO
30.00
150,000
0
0
IPPF 125 MAIDEN LANE 9TH FLOOR
NEW YORK
,
NY
10038
WALTER P MONTAIGNE
TRUSTEE
15.00
100,000
0
0
165 W 66TH ST 10D
NEW YORK
,
NY
10023
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
SOUTHWIND ASSOCIATES OF NJ INC
INVESTMENT MGT & ADMIN SERVICES
707,184
530 FIFTH AVENUE 24TH FLOOR
NEW YORK
,
NY
10036
PZENA INVESTMENT MANAGEMENT
INVESTMENT MANAGEMENT SERVICES
194,335
320 PARK AVE 8TH FLOOR
NEW YORK
,
NY
10022
SANDS CAPITAL MANAGEMENT
INVESTMENT MANAGEMENT SERVICES
169,097
1000 WILSON BLVD 3000
ARLINGTON
,
VA
22209
EAGLE CAPITAL MANAGEMENT LLC
INVESTMENT MANAGEMENT SERVICES
132,709
499 PARK AVENUE 17TH FLOOR
NEW YORK
,
NY
10022
RSM US LLP
ACCOUNTING SERVICES
91,000
6 SOUTH PATTERSON BLVD
DAYTON
,
OH
45402
Total
number of others receiving over $50,000 for professional services
.............
4
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
AMOUNTS PAID DIRECTLY TO A VENDOR TO PRODUCE PROMOTIONAL VIDEOS FOR VARIOUS CHARITABLE ORGANIZATIONS.
73,744
2
AMOUNTS PAID DIRECTLY TO A CONSULTANT ON BEHALF OF A CHARITABLE ORGANIZATION.
8,026
3
OTHER INDIRECT GRANTS FOR EXPENSES PAID ON BEHALF OF CHARITABLE ORGANIZATIONS.
11,800
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
115,296,851
b
Average of monthly cash balances
.......................
1b
14,433,506
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
129,730,357
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
129,730,357
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,945,955
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
127,784,402
6
Minimum investment return.
Enter 5% of line 5
..................
6
6,389,220
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
6,389,220
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
23,593
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
23,593
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
6,365,627
4
Recoveries of amounts treated as qualifying distributions
................
4
30,000
5
Add lines 3 and 4
............................
5
6,395,627
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
6,395,627
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
7,591,905
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
7,591,905
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
23,593
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
7,568,312
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
6,395,627
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
169,991
b
From 2015
......
1,141,279
c
From 2016
......
1,114,036
d
From 2017
......
1,447,039
e
From 2018
......
1,243,568
f
Total
of lines 3a through e
........
5,115,913
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
7,591,905
a
Applied to 2018, 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 2019 distributable amount
.....
6,395,627
e
Remaining amount distributed out of corpus
1,196,278
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
6,312,191
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
169,991
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
6,142,200
10
Analysis of line 9:
a
Excess from 2015
....
1,141,279
b
Excess from 2016
....
1,114,036
c
Excess from 2017
....
1,447,039
d
Excess from 2018
....
1,243,568
e
Excess from 2019
....
1,196,278
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
AMERICAN DREAM CHARTER SCHOOL
403 CONCORD AVE
BRONX
,
NY
10454
PC
ADDRESSING TRAUMA, FACILITATING GROWTH: A THIRD SOCIAL WORKER FOR ADS
100,000
AMERICAN OPERA PROJECTS INC
138 SOUTH OXFORD STREET
BROOKLYN
,
NY
11217
PC
AOP STAFF DIVERSITY GROWTH INITIATIVE
50,000
ANCHOR PROGRAM FUND INC
630 LIDO BLVD
LIDO BEACH
,
NY
11561
PC
GENERAL OPERATING SUPPORT
75,000
ASOLO THEATRE
5555 N TAMIAMI TRAIL
SARASOTA
,
FL
34243
PC
GENERAL OPERATING SUPPORT
100,000
ASOLO THEATRE
5555 N TAMIAMI TRAIL
SARASOTA
,
FL
34243
PC
GENERAL OPERATING SUPPORT
50,000
ASOLO THEATRE
5555 N TAMIAMI TRAIL
SARASOTA
,
FL
34243
PC
ASOLO REP'S 2020-2021 SEASON
125,000
BRONX CHARTER SCHOOL FOR THE ARTS
950 LONGFELLOW AVENUE
BRONX
,
NY
10474
PC
CORONAVIRUS RELIEF - EMERGENCY FUND
25,000
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVE
BROOKLYN
,
NY
11217
PC
GENERAL OPERATING SUPPORT
50,000
CHAMBER MUSIC SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
SUPPORT COMMISSIONS BY EMERGING WOMEN COMPOSERS
35,000
CHANCES FOR CHILDREN
1178 ANDERSON AVENUE
BRONX
,
NY
10452
PC
CHANCES FOR CHILDREN CLINICAL GROUP AND DYADIC PROGRAM
25,000
COMMUNITY FOUNDATION OF COLLIER COUNTY
1110 PINE RIDGE ROAD
NAPLES
,
FL
34108
PC
GENERAL OPERATING SUPPORT C/O ANGEL FUND FOR SMALL NONPROFITS
20,000
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
2635 FRUITVILLE ROAD
SARASOTA
,
FL
34237
PC
COVID-19 -- GREATEST NEED PROGRAM
50,000
COOKE SCHOOL AND INSTITUTE
1713 MADISON AVENUE
NEW YORK
,
NY
10029
PC
GENERAL OPERATING SUPPORT
75,000
COVENANT HOUSE
5 PENN PLAZA
NEW YORK
,
NY
10001
PC
COVID-19 RELIEF FUND
250,000
DANCE THEATRE OF HARLEM INC
466 W 152ND ST
NEW YORK
,
NY
10031
PC
WOMEN WHO MOVE US - "HOMEGOING" PROJECT
100,000
DANCEUSA
1029 VERMONT AVE NW SUITE 400
WASHINGTON
,
DC
20005
PC
FEMALE CHOREOGRAPHERS INITIATIVE
100,000
EMMA ALYSON & KATE HANCE FAMILY FOUNDATION INC
PO BOX 20795
FLORAL PARK
,
NY
11002
PC
JBCC IMPLEMENT/EVALUATE BEAUTIFUL ME AND HANCE FAMILY FOUNDATION'S EXECUTIVE LEADERSHIP APPOINTMENT
50,000
EMMA ALYSON & KATE HANCE FAMILY FOUNDATION INC
PO BOX 20795
FLORAL PARK
,
NY
11002
PC
JBCC IMPLEMENT/EVALUATE BEAUTIFUL ME AND HANCE FAMILY FOUNDATION'S EXECUTIVE LEADERSHIP APPOINTMENT
50,000
FRANCISCAN BREAD FOR THE POOR INC
144 W 32ND ST
NEW YORK
,
NY
10001
PC
GENERAL OPERATING SUPPORT
10,000
FRANCISCAN MOUNTAIN RETREAT INC
PO BOX AR
ST BONAVENTURE
,
NY
14778
PC
GENERAL OPERATING SUPPORT
10,000
GIRLS INC
441 W MICHIGAN ST
INDIANAPOLIS
,
IN
46202
PC
GENERAL OPERATING SUPPORT
50,000
GIRLS INC OF SARASOTA COUNTY
201 S TUTTLE AVE
SARASOTA
,
FL
34237
PC
SUPPORT FOR GIRLS INC. PROGRAMMING, FAMILY STRENGTHENING PROGRAM, MATCH CAMPAIGN, & SCHOLARSHIPS
50,000
GIRLS INC OF SARASOTA COUNTY
201 S TUTTLE AVE
SARASOTA
,
FL
34237
PC
GENERAL OPERATING SUPPORT
50,000
GIVE2ASIA
600 CALIFORNIA ST
SAN FRANCISCO
,
CA
94108
PC
EDUCATION HELPING ORPHANS, BROKEN HOME/POOR/DISADVANTAGED/HIGH RISK YOUTH
150,000
GLOBAL HEALTH CORPS
ONE PENN PLAZA SUITE 6271
NEW YORK
,
NY
10001
PC
INVESTING IN EMERGING LEADERS FOR HEALTH EQUITY
100,000
GULF COAST COMMUNITY FOUNDATION INC
601 TAMIAMI TRAIL SOUTH
VENICE
,
FL
34285
PC
COVID-19 RESPONSE INITIATIVE
50,000
HERE ARTS CENTER
145 SIXTH AVE
NEW YORK
,
NY
10013
PC
PROTOTYPE 2021
100,000
HERE ARTS CENTER
145 SIXTH AVE
NEW YORK
,
NY
10013
PC
PROTOTYPE 2021
75,000
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREET
NEW YORK
,
NY
10021
PC
MEDICAL RESEARCH
100,000
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREET
NEW YORK
,
NY
10021
PC
COVID-19 RESPONSE FUND
50,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE BOX 1049
NEW YORK
,
NY
10029
PC
COVID-19 RESPONSE FUND
50,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE BOX 1049
NEW YORK
,
NY
10029
PC
DUBLIN BREAST CENTER FAMILY PSYCHOLOGY AND SOCIAL WORK PROGRAM
150,000
IPPF WHR
125 MAIDEN LN 9TH FL
NEW YORK
,
NY
10038
PC
SUSTAINABLE MODELS FOR SEXUAL AND REPRODUCTIVE HEALTH TO AMPLIFY ACCESS TO WOMEN AND GIRLS
250,000
IPPF WHR
125 MAIDEN LN 9TH FL
NEW YORK
,
NY
10038
PC
GENERAL OPERATING SUPPORT
50,000
JOE TORRE SAFE AT HOME FOUNDATION
55 WEST 39TH STREET
NEW YORK
,
NY
10018
PC
GENERAL OPERATING SUPPORT
75,000
JOEL A GINGRAS JR MEMORIAL FOUNDATION INC
955 RED COAT FARM DR
CHALFONT
,
PA
189144423
PC
MEDICAL RESEARCH
50,000
KAUFMAN MUSIC CENTER
129 WEST 67TH STREET
NEW YORK
,
NY
10023
PC
LUNA COMPOSITION LAB
50,000
LEAD
5 S MAIN ST
ALLENTOWN
,
NJ
08501
PC
GENERAL OPERATING SUPPORT
15,000
LEAD
5 S MAIN ST
ALLENTOWN
,
NJ
08501
PC
GENERAL OPERATING SUPPORT
7,500
LONG ISLAND CARES INC
10 DAVIDS DR
HAUPPAUGE
,
NY
11788
PC
GENERAL OPERATING SUPPORT
10,000
MARIE SELBY BOTANICAL GARDENS INC
811 S PALM AVENUE
SARASOTA
,
FL
34236
PC
GENERAL OPERATING SUPPORT
50,000
MERGING VETS AND PLAYERS
1901 AVENUE OF THE STARS
LOS ANGELES
,
CA
90067
PC
GENERAL OPERATING SUPPORT
50,000
MYFACE
333 EAST 30TH STREET
NEW YORK
,
NY
10016
PC
EXECUTIVE COACHING
20,000
MYFACE
333 EAST 30TH STREET
NEW YORK
,
NY
10016
PC
GENERAL OPERATING SUPPORT
150,000
MYFACE
333 EAST 30TH STREET
NEW YORK
,
NY
10016
PC
CAPACITY BUILDING
30,000
NAPLES THERAPEUTIC RIDING CENTER
206 RIDGE DRIVE
NAPLES
,
FL
34108
PC
GENERAL OPERATING SUPPORT
50,000
NAPLES THERAPEUTIC RIDING CENTER
206 RIDGE DRIVE
NAPLES
,
FL
34108
PC
MINIATURE HORSE PROGRAM
100,000
NATIONAL SAWDUST
80 N 6TH ST
BROOKLYN
,
NY
11249
PC
NATIONAL SAWDUST AND THE CENTER FOR BALLET AND THE ARTS AT NYU PARTNERSHIP
150,000
NATIONAL SAWDUST
80 N 6TH ST
BROOKLYN
,
NY
11249
PC
NATIONAL SAWDUST'S PROGRAMS TO SUPPORT FEMALE AND NON-BINARY COMPOSERS
75,000
NATIONAL SAWDUST
80 N 6TH ST
BROOKLYN
,
NY
11249
PC
BLUEPRINT FELLOWSHIP
30,000
NEW YORK CITY BALLET
DAVID H KOCH THEATER
NEW YORK
,
NY
10023
PC
SUPPORT FOR FEMALE CHOREOGRAPHERS AT NYCB IN 2020-21
100,000
NEW YORK CITY BALLET
DAVID H KOCH THEATER
NEW YORK
,
NY
10023
PC
NEW BALLETS BY CHOREOGRAPHERS LAUREN LOVETTE AND PAM TANOWITZ
50,000
NEW YORK CITY CENTER
130 W 56TH ST
NEW YORK
,
NY
10019
PC
DEVELOPMENT CAPACITY ENHANCEMENT AND 2020-21 FALL FOR DANCE FESTIVAL
150,000
NEW YORK COMMUNITY TRUST
909 THIRD AVE 22ND FL
NEW YORK
,
NY
10022
PC
SUPPORT ARTS AND CULTURAL, SOCIAL SERVICES, AND OTHER CHARITABLE ORGANIZATIONS
100,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
NEW YORK PHILHARMONIC - PROJECT 19
50,000
NEW YORK-PRESBYTERIAN FUND INC
850 THIRD AVENUE 12TH FLOOR
NEW YORK
,
NY
10022
PC
COVID-19 PATIENT CARE FUND
50,000
NYU - WOMEN BALLET CHOREOGRAPHERS
20 COOPER SQUARE 2ND FLOOR
NEW YORK
,
NY
10003
PC
NATIONAL SAWDUST AND THE CENTER FOR BALLET AND THE ARTS AT NYU PARTNERSHIP
150,000
NYU LANGONE HEALTH SYSTEM
550 FIRST AVENUE
NEW YORK
,
NY
10016
PC
COVID-19 RELIEF FUND
50,000
OPERA AMERICA
330 7TH AVE
NEW YORK
,
NY
10001
PC
OPERA GRANTS FOR FEMALE COMPOSERS
14,000
OPERA AMERICA
330 7TH AVE
NEW YORK
,
NY
10001
PC
OPERA GRANTS FOR FEMALE COMPOSERS
150,000
OPERA AMERICA
330 7TH AVE
NEW YORK
,
NY
10001
PC
OPERAT GRANTS FOR FEMALE COMPOSERS
294,150
OUR LADY OF VICTORY PARISH SCHOOL
808 NEEB RD
CINCINNATI
,
OH
45233
PC
TECHNOLOGY UPGRADES
10,000
OUR LADY OF VICTORY PARISH SCHOOL
808 NEEB RD
CINCINNATI
,
OH
45233
PC
ANNUAL FUNDRAISER
10,000
PLANNED PARENTHOOD OF NEW YORK CITY INC
26 BLEECKER STREET
NEW YORK
,
NY
10012
PC
PROJECT STREET BEAT
25,000
PLANNED PARENTHOOD OF SW AND CENTRAL FL
736 CENTRAL AVENUE
SARASOTA
,
FL
34236
PC
PPSWCF PREVENTION OUTREACH EDUCATION SUPPORT
50,000
PLANNED PARENTHOOD OF SW AND CENTRAL FL
736 CENTRAL AVENUE
SARASOTA
,
FL
34236
PC
PPSWCF OUTREACH EDUCATION
125,000
PLAYWRIGHT HORIZONS
416 WEST 42ND STREET
NEW YORK
,
NY
10036
PC
COMMISSION TO SUPPORT PLAYWRIGHT SARAH MANTELL
30,000
PROFESSIONAL CHILDREN'S SCHOOL
132 WEST 60TH STREET
NEW YORK
,
NY
10023
PC
GENERAL OPERATING SUPPORT
8,000
PROFESSIONAL CHILDREN'S SCHOOL
132 WEST 60TH STREET
NEW YORK
,
NY
10023
PC
THE VIRGINIA B. TOULMIN SCHOLARS PROGRAM
100,000
PROFESSIONAL CHILDREN'S SCHOOL
132 WEST 60TH STREET
NEW YORK
,
NY
10023
PC
GENERAL OPERATING SUPPORT
10,000
PROFESSIONAL CHILDREN'S SCHOOL
132 WEST 60TH STREET
NEW YORK
,
NY
10023
PC
MENTAL HEALTH INITIATIVE AND TEMPORARY SCHOOL NURSE
100,000
PROFESSIONAL CHILDREN'S SCHOOL
132 WEST 60TH STREET
NEW YORK
,
NY
10023
PC
GENERAL OPERATING SUPPORT
50,000
RIVER FUND NEW YORK INC
89-11 LEFFERTS BLVD
RICHMOND HILL
,
NY
11418
PC
GENERAL OPERATING SUPPORT
50,000
SARASOTA OPERA ASSOCIATION
61 N PINEAPPLE AVE
SARASOTA
,
FL
34236
PC
GENERAL OPERATING SUPPORT
200,000
SARASOTA OPERA ASSOCIATION
61 N PINEAPPLE AVE
SARASOTA
,
FL
34236
PC
GENERAL OPERATING SUPPORT
50,000
SARASOTA OPERA ASSOCIATION
61 N PINEAPPLE AVE
SARASOTA
,
FL
34236
PC
GENERAL OPERATING SUPPORT
100,000
SARASOTA ORCHESTRA
709 N TAMIAMI TRAIL
SARASOTA
,
FL
34236
PC
GENERAL OPERATING SUPPORT
250,000
SARASOTA ORCHESTRA
709 N TAMIAMI TRAIL
SARASOTA
,
FL
34236
PC
GENERAL OPERATING SUPPORT
50,000
SARASOTA ORCHESTRA
709 N TAMIAMI TRAIL
SARASOTA
,
FL
34236
PC
GENERAL OPERATING SUPPORT
100,000
SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
FEMALE CHOREOGRAPHY PROJECT
75,000
SILVER HILL HOSPITAL
208 VALLEY RD
NEW CANAAN
,
CT
06840
PC
GENERAL OPERATING SUPPORT
100,000
SOMERSET HILLS LEARNING INSTITUTE
1810 BURNT MILLS ROAD
BEDMINSTER
,
NJ
07921
PC
GENERAL OPERATING SUPPORT
50,000
SOMERSET HILLS LEARNING INSTITUTE
1810 BURNT MILLS ROAD
BEDMINSTER
,
NJ
07921
PC
GENERAL OPERATING SUPPORT
200,000
SYMPHONY SPACE
2537 BROADWAY
NEW YORK
,
NY
10025
PC
SYMPHONY SPACES GLOBAL ARTS: CULTURAL LITERACY & HERITAGE PROGRAM
50,000
THE DAYTON FOUNDATION
40 N MAIN ST 500
DAYTON
,
OH
45423
PC
FY 2020 GRANTS
42,503
THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
TOULMIN SCHOLARS PROGRAM
115,000
THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
JUILLIARD + NATIONAL SAWDUST BLUEPRINT FELLOWSHIP PROGRAM
100,000
THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
BLUEPRINT FELLOWSHIP PROGRAM
70,000
THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
TOULMIN MENTORSHIP PROGRAM FOR FEMALE COMPOSERS
100,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
622 WEST 113TH STREET
NEW YORK
,
NY
10025
PC
CORONAVIRUS RELIEF FUND
50,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
622 WEST 113TH STREET
NEW YORK
,
NY
10025
PC
CORONAVIRUS RELIEF FUND
50,000
YORK STREET PROJECT
89 YORK STREET
JERSEY CITY
,
NJ
07302
PC
COVID-19 RELIEF FUND
10,000
YOUTH HAVEN
5867 WHITAKER ROAD
NAPLES
,
FL
34112
PC
GENERAL OPERATING SUPPORT
50,000
Total
.................................
3a
7,076,153
b
Approved for future payment
AMERICAN OPERA PROJECTS INC
138 SOUTH OXFORD STREET
BROOKLYN
,
NY
11217
PC
AOP STAFF DIVERSITY GROWTH INITIATIVE
50,000
BETH MORRISON PROJECTS
666 OCEAN AVE D1
BROOKLYN
,
NY
11226
PC
STRATEGIC PLANNING AND VIDEO PROMOTION
75,000
CAMP HORSEABILITY
PO BOX 410-1
OLD WESTBURY
,
NY
11568
PC
GENERAL OPERATING SUPPORT
75,000
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREET
NEW YORK
,
NY
10021
PC
MEDICAL RESEARCH
100,000
LEAGUE OF AMERICAN ORCHESTRAS
33 W 60TH ST 5TH FL
NEW YORK
,
NY
10023
PC
GENERAL OPERATING SUPPORT
110,000
PROFESSIONAL CHILDREN'S SCHOOL
132 WEST 60TH STREET
NEW YORK
,
NY
10023
PC
THE VIRGINIA B. TOULMIN SCHOLARS PROGRAM
100,000
SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
FEMALE CHOREOGRAPHY PROJECT
75,000
THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
TOULMIN SCHOLARS PROGRAM
115,000
WATERMAN'S COMMUNITY CENTER
PO BOX 526
NORTH HAVEN
,
ME
04853
PC
THEATER PROGRAMMING
25,000
Total
.................................
3b
725,000
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
5,286
4
Dividends and interest from securities
....
14
1,490,347
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
2,012,346
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
3,507,979
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,507,979
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
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.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description