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 LASZLO N TAUBER FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)6000 EXECUTIVE BLVD NO 600
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTH BETHESDA, MD20852
A Employer identification number

30-0208793
B Telephone number (see instructions)

(301) 231-8334
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$47,822,455
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... 765,339 765,339  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -319,838
b Gross sales price for all assets on line 6a 13,326,593
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 1,313,211 1,216,253  
12 Total. Add lines 1 through 11........ 1,758,712 1,981,592  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 250,000 150,000   100,000
14 Other employee salaries and wages...... 248,139 148,884   99,256
15 Pension plans, employee benefits....... 8,034 4,820   3,214
16a Legal fees (attach schedule)......... 46,453 27,872   18,581
b Accounting fees (attach schedule)....... 23,029 13,817   9,212
c Other professional fees (attach schedule).... 720,772 654,829   65,943
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 112,680 26,739   15,941
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 59,367 35,620   23,747
21 Travel, conferences, and meetings....... 10,704 6,423   4,282
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 49,012 38,465   10,547
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,528,190 1,107,469   350,723
25 Contributions, gifts, grants paid....... 8,846,951 8,846,951
26 Total expenses and disbursements. Add lines 24 and 25 10,375,141 1,107,469   9,197,674
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,616,429
b Net investment income (if negative, enter -0-) 874,123
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.............   2 2
2 Savings and temporary cash investments......... 1,011,114 3,995,536 3,995,536
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 565,330 Click to see attachment378,459 378,459
b Investments—corporate stock (attach schedule)....... 30,450,563 Click to see attachment18,642,311 18,642,311
c Investments—corporate bonds (attach schedule)....... 1,820,639 Click to see attachment1,869,297 1,869,297
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 35,511,806 Click to see attachment22,936,850 22,936,850
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment232,263 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 69,591,715 47,822,455 47,822,455
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 69,591,715 47,822,455
29 Total net assets or fund balances (see instructions)..... 69,591,715 47,822,455
30 Total liabilities and net assets/fund balances (see instructions). 69,591,715 47,822,455
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
69,591,715
2
Enter amount from Part I, line 27a .....................
2
-8,616,429
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
60,975,286
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
13,152,831
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
47,822,455
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 ATLAS POINT PRIVATE CREDIT OPPORTUNITIES FUND, LLC P 2020-01-01 2020-12-31
b ATLAS POINT PRIVATE CREDIT OPPORTUNITIES FUND, LLC P 2019-01-01 2020-12-31
c ENERGY CAPITAL INVESTORS FUND II, LLC P 2020-01-01 2020-12-31
d ENERGY CAPITAL INVESTORS FUND II, LLC P 2019-01-01 2020-12-31
e ENERGY CAPITAL INVESTORS FUND, LLC P 2019-01-01 2020-12-31
OTHER CAPITAL LOSS - PICTET P 2019-01-01 2020-12-31
WLR RECOVERY IV INVESTORS, LLC P 2019-01-01 2020-12-31
CIBC TRUST P 2020-01-01 2020-12-31
CIBC TRUST P 2019-01-01 2020-12-31
CHARLES SCHWAB P 2020-01-01 2020-12-31
MERRILL LYNCH P 2020-01-01 2020-12-31
PICTET P 2020-01-01 2020-12-31
MERRILL LYNCH P 2019-01-01 2020-12-31
CHARLES SCHWAB P 2019-01-01 2020-12-31
PICTET P 2019-01-01 2020-12-31
(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     9 -9
b     2,334 -2,334
c     1,103 -1,103
d     14,810 -14,810
e     110,565 -110,565
    236,577 -236,577
425     425
377,315   377,785 -470
592,967   381,840 211,127
803,921   633,997 169,924
823,228   811,305 11,923
1,394,262   1,318,271 75,991
2,030,178   1,936,987 93,191
2,501,512   3,092,265 -590,753
4,802,785   4,728,583 74,202
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       -9
b       -2,334
c       -1,103
d       -14,810
e       -110,565
      -236,577
      425
      -470
      211,127
      169,924
      11,923
      75,991
      93,191
      -590,753
      74,202
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 -319,838
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 12,150
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 12,150
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 12,150
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 29,060
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,060
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 16,910
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet16,910 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bullet
    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.TAUBERFOUNDATION.ORG
    14
    The books are in care ofbulletJAY GROSSMAN Telephone no.bullet (301) 231-8334

    Located atbullet6000 EXECUTIVE BLVD STE 600NORTH BETHESDAMD ZIP+4bullet20852
    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? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletIS
    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
    Yes
     
    .........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). Click to see attachment
    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
    INGRID D TAUBER PRESIDENT/DIRECTOR
    10.00
    125,000 0 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    ALFRED I TAUBER SECR./TREAS./DIRECTOR
    20.00
    125,000 0 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    JAY H GROSSMAN CONTROLLER
    5.00
    0 0 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    SHARI HALL ACCOUNTANT
    25.20
    0 0 0
    6000 EXECUTIVE BLVD STE 600
    NORTH BETHESDA,MD20852
    SYLVIA TESSLER-LOZOWICK EXECUTIVE DIRECTOR/ISRAEL
    40.00
    159,987 0 0
    3 HA-RAVIM STREET PO BOX 53209
    JERUSALEM   9153101
    IS
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    TAUBER FAMILY OFFICE LLC ADMINISTRATIVE SUPPORT SERVICES 647,818
    6000 EXECUTIVE BLVD SUITE 600
    NORTH BETHESDA,MD20852
    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
    56,283,664
    b
    Average of monthly cash balances.......................
    1b
    5,263,592
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    61,547,256
    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
    61,547,256
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    923,209
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    60,624,047
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,031,202
    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
    3,031,202
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,150
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    2,503
    c
    Add lines 2a and 2b............................
    2c
    14,653
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,016,549
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,016,549
    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
    3,016,549
    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
    9,197,674
    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
    9,197,674
    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
    9,197,674
    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 3,016,549
    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......  
    b From 2016......  
    c From 2017...... 1,712,994
    d From 2018...... 1,445,087
    e From 2019...... 1,732,617
    fTotal of lines 3a through e........ 4,890,698
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 9,197,674
    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..... 3,016,549
    e Remaining amount distributed out of corpus 6,181,125
    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 11,071,823
    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) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    11,071,823
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 1,712,994
    c Excess from 2018.... 1,445,087
    d Excess from 2019.... 1,732,617
    e Excess from 2020.... 6,181,125
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    MERCY HEALTH CLINIC
    7 METROPOLITAN COURT SUITE 1
    GAITHERSBURG,MD20878
    NONE PC GENERAL 500
    FRIENDS OF PATIENTS OF NIH
    PO BOX 340139
    BETHESDA,MD20827
    NONE PC GENERAL 500
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD 100
    NORTH BETHESDA,MD20852
    NONE PC JEWISH CHARITIES 625
    CHARLES E SMITH LIFE COMMUNITIES
    6121 MONTROSE ROAD
    ROCKVILLE,MD20852
    NONE PC SOCIAL WELFARE 625
    PAN MASSACHUSETS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494
    NONE PC GENERAL 1,000
    SUNFLOWER BAKERY
    8507 ZIGGY LANE
    GAITHERSBURG,MD20878
    NONE PC SOCIAL WELFARE 1,250
    PROJECT HEALING WATERS-FLY FISHING INC
    PO BOX 695
    CRANTON,MD20646
    NONE PC SOCIAL WELFARE 1,250
    YIDDISH BOOK CENTER INC
    1021 WEST STREET
    AMHERST,MA01002
    NONE PC JEWISH CHARITIES 1,250
    USA WARRIORS HOCKEY
    1461 JORDAN AVENUE
    CROFTON,MD21114
    NONE PC SOCIAL WELFARE 2,500
    JEWISH SOCIAL SERVICES AGENCY
    200 WOOD HILL ROAD
    ROCKVILLE,MD20850
    NONE PC PSYCHOLOGICAL DISABILITIES 2,500
    STEPPING STONE SHELTER INC
    PO BOX 712
    ROCKVILLE,MD208480712
    NONE PC SOCIAL WELFARE 2,500
    POCASSET POKANOKET LAND TRUST INC
    44 NEDSON ROAD
    CRANTON,RI02910
    NONE PC SOCIAL WELFARE 3,000
    RESIST INC
    PO BOX 301240
    BOSTON,MA02130
    NONE PC SOCIAL WELFARE 3,084
    URBAN ADAMAH
    1151 SIXTH STREET
    BERKELEY,CA94710
    NONE PC JEWISH CHARITIES 3,600
    DIABETES PREVENTION FOUNDATION
    5408 CHRB
    SAIPAN,MP96950
    NONE PC SOCIAL WELFARE 5,000
    FJC
    520 8TH AVENUE 20TH FLOOR
    NEW YORK,NY10018
    NONE PC SOCIAL WELFARE 5,000
    SYNDICATE
    2650 N 64TH STREET
    WAUWATOSA,WI53213
    NONE PC SOCIAL WELFARE 5,000
    CHILDREN'S INN AT NIH
    7 WEST DROVE
    BETHESDA,MD20814
    NONE PC BIOMEDICAL 6,500
    COMMUNITY INITIATIVES
    354 PINE STREET SUITE 700
    SAN FRANCISCO,CA94104
    NONE PC GENERAL 10,000
    SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
    2789 25TH STREET SUITE 2028
    SAN FRANCISCO,CA94110
    NONE PC JEWISH CHARITIES 10,000
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021
    NONE PC JEWISH CHARITIES 10,000
    RISE AGAINST HUNGER
    3733 NATIONAL DRIVE SUITE 200
    RALEIGN,NC27612
    NONE PC SOCIAL WELFARE 10,000
    GLIDE FOUNDATION
    C/O DEV DEPT 330 ELLIS STREET
    SAN FRANCISCO,CA94102
    NONE PC SOCIAL WELFARE 10,000
    JEWISH COMMUNITY CENTER OF EASY BAY
    1414 WALNUT STREET
    BERKELEY,CA94709
    NONE PC JEWISH CHARITIES 10,000
    CONGREGATION BETH ISRAEL
    1630 BANCROFT WAY
    BERKELEY,CA94703
    NONE PC JEWISH CHARITIES 10,000
    AMERICA GIVES INC
    PO BOX 3263
    WASHINGTON,DC20010
    NONE PC GENERAL 10,000
    OSHER MARIN JEWISH COMMUNITY CENTER
    200 NORTH SAN PEDRO ROAD
    SAN RAFAEL,CA94903
    NONE PC JEWISH CHARITIES 15,000
    THE UNIVERSITY OF EDINBURGH
    45 ROCKEFELLER PLAZA SUITE 2000
    NEW YORK,NY10111
    NONE PC EDUCATION 15,000
    MILTON GOTTESMAN JEWISH DAY SCHOOL
    6045 16TH STREET NW
    WASHINGTON,DC20011
    NONE PC SOCIAL WELFARE 20,000
    CHABAD HOUSE OF GREATER BOSTON
    491 COMMONWEALTH AVENUE
    BOSTON,MA02115
    NONE PC JEWISH CHARITIES 20,000
    SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
    475 RIVERSIDE DRIVE SUITE 1450
    NEW YORK,NY10115
    NONE PC JEWISH CHARITIES 25,000
    SAFE & SOUND
    1757 WALLER STREET
    SAN FRANCISCO,CA94117
    NONE PC PSYCHOLOGICAL DISABILITIES 25,000
    TEMPLE ISRAEL
    66 SALMON STREET
    MANCHESTER,NH03045
    NONE PC JEWISH CHARITIES 25,000
    FRIENDS OF SAN FRANCISCO ANIMAL CARE AND CONTROL
    1200 15TH STREET
    SAN FRANCISCO,CA94103
    NONE PC GENERAL 25,000
    JEWISH FILM INSTITUTE
    145 NINTH STREETSUITE 200
    SAN FRANCISCO,CA94103
    NONE PC JEWISH CHARITIES 25,000
    BRIGHAM AND WOMEN'S HOSPITAL
    75 FRANCIS STREET
    BOSTON,MA02115
    NONE PC BIOMEDICAL 27,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110
    NONE PC JEWISH CHARITIES 36,000
    AMERICAN FRIENDS OF ITIM
    247 WEST 36TH ST 5TH FLOOR
    NEW YORK,NY10018
    NONE PC JEWISH CHARITIES 36,000
    CHABAD OF NASHOBA VALLEY
    26 TADMUCK ROAD
    WESTFORD,MA01886
    NONE PC JEWISH CHARITIES 36,000
    AMERICAN FRIENDS OF SHEBA MEDICAL CENTER-TAL HASHOMER
    575 MADISON AVE 10TH FLOOR
    NEW YORK,NY10022
    NONE PC JEWISH CHARITIES 45,000
    JEWISH FAMILY AND CHILDREN'S SERVICES
    2150 POST STREET
    SAN FRANCISCO,CA94115
    NONE PC SOCIAL WELFARE 50,000
    CONGREGATION EMANU-EL
    TWO LAKE STREET
    SAN FRANCISCO,CA94118
    NONE PC JEWISH CHARITIES 50,000
    EDLAVITCH JEWISH COMMINITY CENTER OF WASHINGTON DC
    1529 SIXTEENTH STREET NW
    WASHINGTON,DC20036
    NONE PC JEWISH CHARITIES 50,000
    BREAST CANCER PREVENTION PARTNERS
    1388 SUTTER STREETSUITE 400
    SAN FRANCISCO,CA94109
    NONE PC GENERAL 60,000
    AMERICAN FRIENDS OF THE NATIONAL INSTITUTE FOR PSYCHOBIOLOGY IN ISRAEL (NIP
    5825 S DORCHESTER AVE APT 9W
    CHICAGO,IL60637
    NONE PC EDUCATION 60,000
    JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO (ENDOWMENT FUND)
    121 STEUART STREET
    SAN FRANCISCO,CA94105
    NONE PC SOCIAL WELFARE 60,865
    RI COALITION AGAINST DOMESTIC VIOLENCE (RICADV)
    422 POST ROAD SUITE 202
    WARWICK,RI02888
    NONE PC SOCIAL WELFARE 81,400
    JERUSALEM OFFICE
    10 RAHOV MOSHE HESS
    JERUSALEM    
    IS
    NONE PC PSYCHOLOGICAL DISABILITIES 100,000
    TIPPING POINT COMMUNITY
    220 MONTGOMERY STREET 850
    SAN FRANCISCO,CA94104
    NONE PC PSYCHOLOGICAL DISABILITIES 100,000
    JEWISH COMMUNITY RELATIONS COUNCIL
    121 STEUART STREET 301
    SAN FRANCISCO,CA94105
    NONE PC JEWISH CHARITIES 110,000
    NEW ISRAEL FUND
    1101 14TH STREET SIXTH FLOOR
    WASHINGTON,DC20005
    NONE PC PSYCHOLOGICAL DISABILITIES 172,208
    JEWISH COMMUNITY CENTER OF SF
    3200 CALIFORNIA STREET
    SAN FRANCISCO,CA94118
    NONE PC JEWISH CHARITIES 225,000
    AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA
    80 BROAD ST SUITE 2102
    NEW YORK,NY10004
    NONE PC BIOMEDICAL 285,600
    LEHRHAUS JUDAICA
    2736 BENCROFTWAY
    BERKELEY,CA94704
    NONE PC JEWISH CHARITIES 433,333
    AMERICAN FRIENDS OF KISHORIT
    PO BOX 370362
    WEST HARTFORD,CT06137
    NONE PC PSYCHOLOGICAL DISABILITIES 565,000
    UCSF FOUNDATION
    220 MONTGOMERY STREET 5TH FLOOR
    UCSF BOX 0248
    SAN FRANCISCO,CA94145
    NONE PC PSYCHOLOGICAL DISABILITIES 571,000
    PEF ISRAEL ENDOWMENT FUND INC
    630 3RD AVE 15TH
    NEW YORK,NY10017
    NONE PC JEWISH CHARITIES 782,000
    BATON ROUGE YOUTH COALITION INC
    460 N 11TH STREET
    BATON ROUGE,LA70802
    NONE PC SOCIAL WELFARE 10,000
    MOSHE HESS ASSOCIATION
    3 HA-REHAVIM ST POB 53209
    JERUSALEM   9153101
    IS
    NONE PC ISREAL CHARITIES 4,579,861
    Total .................................bullet 3a 8,846,951
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 765,339  
    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..... 900099 11,536 18 1,301,675  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -319,838  
    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).. 11,536 1,747,176 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,758,712
    (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 LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREPARATION 23,029 13,817   9,212

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    MOSHE HESS ASSOCIATION
     
    3 HA-REHAVIM ST POB 53209
    JERUSALEM   9153101
    IS
    2020-10-30 4,579,861 THE PURPOSE OF THE GRANT IS TO ESTABLISH A FUND WHICH WILL PROVIDE LONG TERM FUNDING TO ENABLE THE GRANTEE TO FOCUS ON THEIR PURPOSE AND MISSION IN ISRAEL, WHICH IS TO PLAN AND PERFORM PROJECTS IN ISRAEL IN THE AREAS OF HEALTH, WELFARE, EDUCATION AND/OR SCIENTIFIC AND SOCIAL RESEARCH AND TO ASSIST IN PROVIDING MENTAL HEALTH SERVICES AND REHABILITATION WITHIN THE COMMUNITY IN THE COUNTRY. 4,579,861 NO      

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CINTAS CORP NO 2 SR GLBL 28,796 28,796
    INTEL CORP SR NT 51,110 51,110
    PFIZER INC NT 54,946 54,946
    BP CAPITAL MARKETS PLC 1,033 1,033
    WALT DISNEY COMPANY/THE 18,032 18,032
    TORONTO-DOMINION BANK 18,089 18,089
    TOTAL CAPITAL INTL SA 18,210 18,210
    LOCKHEED MARTIN CORP 18,378 18,378
    CISCO SYSTEMS INC 18,181 18,181
    LOWE'S COMPANIES INC 18,381 18,381
    GILEAD SCIENCES INC 18,493 18,493
    TARGET CORP 18,498 18,498
    BP CAPITAL MARKETS PLC 16,600 16,600
    APPLE INC 17,601 17,601
    KROGER CO 18,647 18,647
    USD SHELL INTL FIN 18,627 18,627
    JPMORGAN CHASE & CO 17,879 17,879
    GENERAL ELECTRIC CO 18,762 18,762
    VISA INC 17,789 17,789
    MORGAN STANLEY 18,227 18,227
    STARBUCKS CORP 19,014 19,014
    COCA-COLA CO/THE 18,909 18,909
    CHEVRON CORP 18,081 18,081
    AMERICAN EXPRESS CO 18,409 18,409
    PROCTER & GAMBLE CO/THE 18,277 18,277
    GENERAL MILLS INC 18,514 18,514
    CITIGROUP INC 18,695 18,695
    WELLS FARGO & COMPANY 18,559 18,559
    PEPSICO INC 18,551 18,551
    EXXON MOBIL CORPORATION 18,336 18,336
    PFIZER INC 18,340 18,340
    COMCAST CORP 14,303 14,303
    ORACLE CORP 18,607 18,607
    UNITEDHEALTH GROUP INC 19,186 19,186
    ANTHEM INC 19,252 19,252
    GOLDMAN SACHS GROUP INC 18,762 18,762
    ENTERPRISE PRODUCTS OPER 14,556 14,556
    BANK OF NY MELLON CORP 18,660 18,660
    INTEL CORP 18,905 18,905
    PAYPAL HOLDINGS INC 18,806 18,806
    WALMART INC 18,118 18,118
    UNITED TECHNOLOGIES CORP 18,351 18,351
    ASTRAZENECA PLC 16,838 16,838
    WELLS FARGO & COMPANY 9,331 9,331
    CITIGROUP INC 13,196 13,196
    VERIZON COMMUNICATIONS 13,254 13,254
    MORGAN STANLEY 9,134 9,134
    JPMORGAN CHASE & CO 18,302 18,302
    GOLDMAN SACHS GROUP INC 22,589 22,589
    COCA-COLA CO/THE 14,145 14,145
    COMCAST CORP 13,876 13,876
    AMAZON.COM INC 13,221 13,221
    GENERAL ELEC CAP CORP 10,843 10,843
    UNITEDHEALTH GROUP INC 14,103 14,103
    ENTERPRISE PRODUCTS OPER 9,610 9,610
    CVS HEALTH CORP 16,263 16,263
    GRAPHIC PACKAGING INTL 7,004 7,004
    HOLDINGS LLC 7,315 7,315
    SPRINT NEXTEL CORP 6,510 6,510
    STARWOOD PROPERTY TRUST 7,117 7,117
    NETFLIX INC 7,324 7,324
    WYNDHAM WORLDWIDE 7,158 7,158
    ALLY FINANCIAL INC 2,108 2,108
    CABLEVISION SYSTEMS CORP 7,411 7,411
    CROWN AMER/CAP CORP IV 7,386 7,386
    DISH DBS CORP 8,260 8,260
    HCA INC 7,691 7,691
    ADT CORP 7,463 7,463
    BERRY PLASTICS CORP 3,038 3,038
    BALL CORP 7,455 7,455
    CENTURYLINK INC 7,928 7,928
    QVC INC 7,543 7,543
    CSC HOLDINGS LLC 7,577 7,577
    TRI POINTE HOLDINGS INC 13,098 13,098
    TENET HEALTHCARE CORP 7,175 7,175
    BED BATH & BEYOND INC 2,988 2,988
    SBA COMMUNICATIONS CORP 7,180 7,180
    ICAHN ENTERPRISES/FIN 4,155 4,155
    AECOM 7,807 7,807
    DISH DBS CORP 5,243 5,243
    CDW LLC/CDW FINANCE 7,826 7,826
    CENTENE CORP 5,131 5,131
    HCA INC 7,872 7,872
    NETFLIX INC 8,053 8,053
    ONEMAIN FINANCE CORP 8,129 8,129
    RADIAN GROUP INC 5,663 5,663
    VERISIGN INC 7,954 7,954
    FORD MOTOR COMPANY 8,582 8,582
    LEVEL 3 FINANCING INC 7,199 7,199
    TENET HEALTHCARE CORP 7,136 7,136
    KOHL'S CORPORATION 7,783 7,783
    HILLENBRAND INC 4,320 4,320
    MGM RESORTS INTL 7,740 7,740
    DCP MIDSTREAM OPERATING 7,692 7,692
    OCCIDENTAL PETROLEUM COR 8,520 8,520
    PENSKE AUTOMOTIVE GROUP 8,130 8,130
    SALLY HOLDINGS/SALLY CAP 7,193 7,193
    DELTA AIR LINES INC 7,996 7,996
    EXPEDIA INC 7,842 7,842
    WESTERN DIGITAL CORP 7,735 7,735
    AMERICAN AXLE & MFG INC 8,240 8,240
    BALL CORP 7,907 7,907
    CREDIT ACCEPTANC 7,455 7,455
    LEVEL 3 FINANCING INC 8,266 8,266
    OCCIDENTAL PETROLEUM COR 8,352 8,352
    ONEMAIN FINANCE CORP 9,460 9,460
    BOYD GAMING CORP 8,310 8,310
    GLP CAPITAL LP / FIN II 8,034 8,034
    IHEARTCOMMUNICATIONS INC 7,490 7,490
    NRG ENERGY INC 6,330 6,330
    ARAMARK SERVICES INC 4,118 4,118
    WPX ENERGY INC 7,359 7,359
    AIRCASTLE LTD 5,266 5,266
    SPIRIT AEROSYSTEMS INC 7,358 7,358
    HUGHES SATELLITE SYSTEMS 7,726 7,726
    MPT OPER PARTNERSP/FINL 7,329 7,329
    BOYD GAMING CORP 7,263 7,263
    AMERIGAS FINANCE LLC/COR 7,875 7,875
    MGM GROWTH/MGM FINANCE 7,531 7,531
    MARRIOTT OWNERSHIP/ILG 8,360 8,360
    UNITED RENTALS NORTH AM 7,411 7,411
    RADIAN GROUP INC 7,687 7,687
    TOLL BROS FINANCE CORP 7,998 7,998
    TRANSDIGM INC 7,473 7,473
    CEDAR FAIR/CAN/MAGNUM/MI 8,180 8,180
    CHEMOURS CO 7,455 7,455
    CENTURY COMMUNITIES 5,339 5,339
    RYMAN HOSPITALITY PROP 8,280 8,280
    TELEFLEX INC 7,523 7,523
    TRANSDIGM INC 8,410 8,410
    UNITED RENTALS NORTH AM 7,333 7,333
    BOYD GAMING CORP 8,310 8,310
    ALUMINUM CO OF AMERICA 1,223 1,223
    ENCOMPASS HEALTH CORP 7,315 7,315
    GRIFFON CORPORATION 8,460 8,460
    SPIRIT AEROSYSTEMS INC 7,910 7,910
    EQT MIDSTREAM PARTNERS L 6,557 6,557
    MGIC INVESTMENT CORP 8,560 8,560
    WESTERN GAS PARTNERS LP 4,160 4,160
    QVC INC 8,289 8,289
    H.B. FULLER CO 7,175 7,175
    FREEPORT-MCMORAN INC 7,788 7,788
    TEGNA INC 8,451 8,451
    HOST HOTELS & RESORTS LP 4,114 4,114
    HILTON DOMESTIC OPERATIN 7,648 7,648
    ENCOMPASS HEALTH CORP 7,499 7,499
    EQT CORP 8,575 8,575
    ASBURY AUTOMOTIVE GROUP 7,508 7,508
    NORDSTROM INC 4,925 4,925
    FORD MOTOR COMPANY 9,879 9,879
    PG&E CORP 8,800 8,800
    SERVICE CORP INTL 8,322 8,322
    HOST HOTELS & RESORTS 4,214 4,214
    ALLY FINANCIAL INC 8,807 8,807
    QVC INC 7,280 7,280
    L BRANDS INC 8,913 8,913
    DELL INC 4,970 4,970
    BOEING CO 9,084 9,084
    DELL INC 7,881 7,881
    KRAFT HEINZ FOODS CO 8,323 8,323
    NEWELL RUBBERMAID INC 5,100 5,100
    WESTERN MIDSTREAM OPERAT 4,400 4,400
    ENERGY TRANSFER OPERATNG 8,663 8,663
    USD TRANSCANADA TRUS 15,610 15,610
    CHARLES SCHWAB CORP 16,706 16,706
    CITIGROUP INC 12,018 12,018
    JPMORGAN CHASE & CO 12,390 12,390
    US BANCORP 15,747 15,747

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LINDE PLC COM 36,611 36,611
    AIR LIQUIDE ADR 10,644 10,644
    ASHLAND GLOBAL HLDGS INC COM 6,890 6,890
    BERRY GLOBAL GROUP INC. 12,924 12,924
    BHP GROUP LIMITED 12,937 12,937
    CROWN HLDGS INC COM 19,639 19,639
    ECOLAB INC COM 31,805 31,805
    FMC CORP COM NEW 17,010 17,010
    LIVENT CORP COM 32,066 32,066
    O I GLASS INC COM 20,301 20,301
    SYMRISE AG ADR 10,776 10,776
    IHS MARKIT LTD SHS 18,864 18,864
    PENTAIR PLC SHS 5,893 5,893
    AMETEK INC NEW COM 13,062 13,062
    ASSA ABLOY AB ADR 8,495 8,495
    BAE SYS PLC SPONSORED ADR 6,708 6,708
    CANADIAN NATL RY CO COM 7,360 7,360
    CINTAS CORP COM 11,664 11,664
    COSTAR GROUP INC COM 14,788 14,788
    DAIKIN INDS LTD ADR 14,830 14,830
    FANUC LTD JAPAN ADR 9,211 9,211
    HONEYWELL INTERNATIONAL INC COM 51,686 51,686
    HUBBELL INC COM 10,035 10,035
    IAA INC COM 14,426 14,426
    IDEX CORP COM 14,342 14,342
    KANSAS CITY SOUTHERN COM 13,677 13,677
    L3 HARRIS TECHNOLOGIES INC 10,018 10,018
    MASCO CORP COM 12,249 12,249
    NIDEC CORP SPONSORED ADR 14,332 14,332
    OTIS WORLDWIDE CORP COM 20,062 20,062
    RAYTHEON TECHNOLOGIES CORP COM 32,323 32,323
    REXNORD CORP NEW COM 12,044 12,044
    RITCHIE BROS AUCTIONEERS COM 9,598 9,598
    ROPER TECHNOLOGIES, INC. 52,162 52,162
    SIEMENS A G SPONSORED ADR 9,418 9,418
    TRANSDIGM GROUP INC COM 21,041 21,041
    TRANSUNION COM 18,455 18,455
    UNION PAC CORP COM 33,940 33,940
    VESTAS WIND SYS AS UTD KINGDOM UNSP 11,358 11,358
    WASTE MANAGEMENT INC COM 31,605 31,605
    COMCAST CORP CL A 22,742 22,742
    DISNEY WALT CO COM 25,365 25,365
    DISCOVERY INC NEW COM SER C 23,492 23,492
    LIBERTY BROADBAND CORP COM SER C 8,077 8,077
    NINTENDO LTD ADR 24,946 24,946
    SOFTBANK GRP CORP ADR 35,551 35,551
    T MOBILE US INC COM 47,467 47,467
    TENCENT HLDGS LTD ADR 44,225 44,225
    UBISOFT ENTMT SA ADR 9,376 9,376
    DELIVERY HERO AG NA SHS 40,831 40,831
    GYM GROUP PLC SHS 5,787 5,787
    APTIV PLC COM NEW 17,459 17,459
    JUST EAT TAKEAWAY COM N V SHS 18,871 18,871
    ALIBABA GROUP HLDG LTD SPONSORED ADS 27,229 27,229
    AUTOZONE INC COM 28,451 28,451
    CARTER INC COM 9,971 9,971
    COMPASS GROUP PLC SPONSORED ADR 7,247 7,247
    CONTINENTAL AG SPONSORED ADR 11,038 11,038
    DOLLAR GEN CORP NEW COM 28,391 28,391
    DOLLAR TREE INC COM 20,312 20,312
    DOMINOS PIZZA INC COM 13,038 13,038
    FARFETCH LTD ORD SH CL A 46,581 46,581
    FIVE BELOW INC COM 9,974 9,974
    FRESHII INC CL A SUB VTG 473 473
    HOME DEPOT INC COM 38,249 38,249
    INTERCONTINENTAL HOTELS GROUP PLC 7,489 7,489
    LVMH MOET HENNESSY LOU VUITTON ADR 14,128 14,128
    LAS VEGAS SANDS CORP COM 7,390 7,390
    MARRIOTT INTERNATIONAL CL A 14,247 14,247
    MERCADOLIBRE INC COM 6,701 6,701
    NEW ORIENTAL ED & TECH GRP INC SPON 5,760 5,760
    O REILLY AUTOMOTIVE INC NEW COM 15,387 15,387
    QURATE RETAIL, INC. SERIES A 10,619 10,619
    ROSS STORES INC COM 15,474 15,474
    SONY CORP AMERN SH NEW 10,009 10,009
    STITCH FIX INC COM CL A 23,958 23,958
    TJX COS INC NEW COM 35,511 35,511
    TRACTOR SUPPLY CO COM 17,010 17,010
    VF CORP COM 20,498 20,498
    YUM CHINA HLDGS INC COM 11,703 11,703
    BROWN FORMAN CORP CL B 8,261 8,261
    CHURCH & DWIGHT INC COM 14,480 14,480
    DIAGEO PLC SPONSORED ADR NEW 9,529 9,529
    FOMENTO ECONOMICO MEXICANO SAB SPON 5,455 5,455
    MONDELEZ INTL INC COM 34,907 34,907
    MONSTER BEVERAGE CORP NEW COM 16,924 16,924
    PEPSICO INC COM 33,071 33,071
    SEVEN & I HLDGS CO LTD ADR 5,883 5,883
    SPROUTS FMRS MKT INC COM 7,497 7,497
    CHEVRON CORP NEW COM 15,032 15,032
    PIONEER NAT RES CO COM 15,489 15,489
    ROYAL DUTCH SHELL PLC ADR B 6,420 6,420
    SUNCOR ENERGY INC NEW COM 4,900 4,900
    CHUBB LTD COM 8,773 8,773
    AIA GROUP LTD SPONSORED ADR 14,261 14,261
    AMERIPRISE FINL INC COM 21,571 21,571
    BANCO SANTANDER SA ADR 10,919 10,919
    BERKSHIRE HATHAWAY INC DEL CL B NEW 22,260 22,260
    BLACKROCK INC COM 33,191 33,191
    BLACKSTONE GROUP INC COM CL A 37,590 37,590
    BROOKFIELD ASSET MGMT INC VOTING SHS 5,737 5,737
    DBS GROUP HLDGS LTD SPONSORED ADR 7,882 7,882
    DEUTSCHE BOERSE ADR 5,537 5,537
    HDFC BANK LTD ADR REPS 3 SHS 15,175 15,175
    INTERCONTINENTAL EXCHANGE, INC COM 50,612 50,612
    JPMORGAN CHASE & CO COM 44,602 44,602
    JULIUS BAER GROUP LTD ADR 9,312 9,312
    LLOYDS BANKING GROUP PLC SPONSORED 10,937 10,937
    LONDON STK EXCHANGE GROUP 8,773 8,773
    MSCI INC CL A 21,880 21,880
    PNC FINL SVCS GROUP INC COM 25,330 25,330
    RAYMOND JAMES FINL INC COM 11,385 11,385
    S&P GLOBAL INC COM 21,367 21,367
    SCHWAB CHARLES CORP NEW COM 46,251 46,251
    TOKIO MARINE HOLDINGS INC ADR 5,553 5,553
    US BANCORP DEL COM NEW 38,996 38,996
    WELLS FARGO & CO NEW COM 13,732 13,732
    AMERICAN TOWER CORPORATION 19,304 19,304
    CYRUSONE INC COM 6,803 6,803
    MACERICH CO COM 6,221 6,221
    PARK HOTELS RESORTS INC COM 11,045 11,045
    SBA COMMUNICATIONS CORP NEW CL A 27,367 27,367
    SERVICE PPTYS TR COM SH BEN INT 5,894 5,894
    XENIA HOTELS & RESORTS INC COM 6,399 6,399
    ICON PLC SHS 12,674 12,674
    JAZZ PHARMACEUTICALS PLC SHS USD 10,728 10,728
    MEDTRONIC PLC SHS 31,745 31,745
    ALCON INC ORD SHS 8,445 8,445
    ABBOTT LABORATORIES COM 37,008 37,008
    ALEXION PHARMACEUTICALS INC COM 19,218 19,218
    ASTRAZENECA PLC SPONSORED ADR 26,545 26,545
    AVANTOR INC COM 17,003 17,003
    CIGNA CORP NEW USD 23,108 23,108
    CATALENT INC COM 14,049 14,049
    CHARLES RIV LABORATORIES INTL INC 16,241 16,241
    COOPER COS INC COM NEW 11,626 11,626
    DANAHER CORP COM 41,540 41,540
    EDWARDS LIFESCIENCES CORP COM 24,358 24,358
    ENCOMPASS HEALTH CORP COM 21,830 21,830
    EXACT SCIENCES CORP COM 22,788 22,788
    GLOBAL BLOOD THERAPEUTICS INC COM 5,544 5,544
    GOODRX HLDGS INC COM CL A 7,302 7,302
    GRIFOLS S A SP ADR REP B NVT 5,938 5,938
    HCA HEALTHCARE INC 15,295 15,295
    HUMANA INC COM 16,411 16,411
    JOHNSON & JOHNSON COM 48,788 48,788
    NOVARTIS AG SPONSORED ADR 10,765 10,765
    PRA HEALTH SCIENCES INC COM 15,680 15,680
    RESMED INC COM 21,256 21,256
    SMITH & NEPHEW PLC-SPON ADR 6,663 6,663
    STRYKER CORP COM 30,140 30,140
    SYSMEX CORP ADR 12,851 12,851
    TELADOC HEALTH 13,797 13,797
    TELEFLEX INC COM 18,109 18,109
    THERMO FISHER CORP COM 38,194 38,194
    UNITEDHEALTH GROUP INC COM 60,668 60,668
    ZOETIS INC CL A 33,431 33,431
    GENPACT LIMITED SHS 22,045 22,045
    MARVELL TECHNOLOGY GROUP LTD 18,065 18,065
    ASML HOLDING N V NYREGISTRY SHS 16,095 16,095
    ELASTIC N V ORD SHS 21,335 21,335
    ADOBE INC. 40,510 40,510
    AMADEUS IT HLDG S A ADS 13,628 13,628
    AMPHENOL CORP CL A 23,539 23,539
    ANALOG DEVICES INC COM 30,728 30,728
    ANAPLAN INC COM 17,603 17,603
    ANSYS INC COM 27,649 27,649
    AUTODESK INC COM 39,694 39,694
    AUTOMATIC DATA PROCESSING INC COM 22,554 22,554
    CDW CORP COM 12,915 12,915
    CADENCE DESIGN SYSTEM INC COM 27,422 27,422
    CISCO SYS INC COM 41,394 41,394
    CITRIX SYS INC COM 7,676 7,676
    DYNATRACE INC COM 12,072 12,072
    ENPHASE ENERGY INC COM 8,774 8,774
    ENTEGRIS INC COM 13,070 13,070
    EPAM SYS INC COM 46,586 46,586
    ETSY INC COM 11,564 11,564
    EURONET WORLDWIDE INC COM 10,289 10,289
    EVERBRIDGE INC COM 14,907 14,907
    FIDELITY NATL INFORMATION SVCS INC 42,155 42,155
    FISERV INC COM 37,574 37,574
    FLEETCOR TECHNOLOGIES INC COM 14,460 14,460
    GLOBAL PMTS INC COM 42,007 42,007
    GRUBHUB INC COM 11,141 11,141
    HEXAGON AB ADR 6,482 6,482
    KLA CORPORATION 9,839 9,839
    KEYSIGHT TECHNOLOGIES INC COM 22,323 22,323
    LAM RESH CORP COM 29,281 29,281
    MICROCHIP TECHNOLOGY INC COM 29,970 29,970
    NUANCE COMMUNICATIONS INC COM 13,977 13,977
    PTC INC COM 26,793 26,793
    QUALCOMM INC COM 44,940 44,940
    SALESFORCE COM INC COM 26,259 26,259
    SKYWORKS SOLUTIONS INC COM 13,912 13,912
    SMARTSHEET INC COM CL A 34,229 34,229
    SPLUNK INC COM 9,854 9,854
    SYNOPSYS INC COM 22,295 22,295
    TAIWAN SEMICONDUCTOR MFG CO LTD 14,284 14,284
    TEMENOS AG SPONSORED ADR 6,015 6,015
    TEXAS INSTRUMENTS INC COM 24,127 24,127
    TWILIO INC CL A 14,894 14,894
    VISA INC COM CL A 66,275 66,275
    XILINX INC COM 15,595 15,595
    AMERICAN ELEC PWR INC COM 23,149 23,149
    AMERICAN WTR WKS CO INC NEW COM 23,021 23,021
    NEXTERA ENERGY INC COM 32,403 32,403
    MATTHEWS PACIFIC TIGER FUND- IS #102 693,795 693,795
    ALPS ETF TR CLEAN ENERGY ETF 52,098 52,098
    ALPHABET INC. CLASS A 38,558 38,558
    ALPHABET INC. CLASS C 66,571 66,571
    AMAZON.COM INC 195,416 195,416
    APPLE INC 81,737 81,737
    MICROSOFT CORP 167,260 167,260
    INVESCO QQQ TRUST 647,246 647,246
    SPDR GOLD SHARES ETF 851,669 851,669
    VANGUARD DIVIDEND 211,755 211,755
    ALEXION PHARMS INC 15,936 15,936
    ALNYLAM PHARMACEUTICALS 13,387 13,387
    ALPHABET INC SHS CL A 56,084 56,084
    AM AZON COM INC COM 91,194 91,194
    AM ER EXPRESS COMPANY 16,202 16,202
    AM ERICAN TOWER REIT INC 21,548 21,548
    ANALOG DEVICES INC COM 11,966 11,966
    ANHEUSER-BUSCH INBEV ADR 38,590 38,590
    APPLE INC 75,368 75,368
    BAKER HUGHES CO 13,115 13,115
    B R ISTOL-MYERS SQUIBB CO 9,118 9,118
    B R OADCOM LTD 8,319 8,319
    CARGURUS 11,264 11,264
    CARMAX INC 12,185 12,185
    CARRIER GLOBAL CORP REG 2,339 2,339
    CATERPILLAR INC DEL 10,557 10,557
    CHENIERE ENERGY 45,803 45,803
    COMCAST CORP NEW CL A 12,052 12,052
    CROWN CASTLE REIT INC 19,899 19,899
    DANAHER CORP DEL COM 16,661 16,661
    DANONE-SPONS ADR 14,017 14,017
    DIA GEO PLC SPSD ADR NEW 6,829 6,829
    DIS NEY (WALT) CO COM STK 18,480 18,480
    FACEBOOK INC 64,193 64,193
    FOX CORP CL B 17,328 17,328
    GENL DYNAMICS CORP COM 12,650 12,650
    GOLDMAN SACHS GROUP INC 27,953 27,953
    JPMORGAN CHASE & CO 59,215 59,215
    KLA CORP 12,946 12,946
    LENNAR CORP CL A 46,729 46,729
    LIB ERTY MEDIA CORP 30,672 30,672
    LOCKHEED MARTIN CORP 16,329 16,329
    LYONDELLBASELL INDUSTRIE 10,541 10,541
    MICROSOFT CORP 33,585 33,585
    MO RGAN STANLEY 48,999 48,999
    OTIS WORLDWIDE CORP REG 2,094 2,094
    POLARIS INC 14,101 14,101
    RAYTHEON TECHNOLOGIES 4,434 4,434
    STATE STREET CORP 14,556 14,556
    SYNCHRONY FINL COM 8,990 8,990
    UNION PACIFIC CORP 20,822 20,822
    UNITEDHEALTH GROUP INC 30,509 30,509
    VISA INC CL A SHRS 13,124 13,124
    WE LLS FARGO & CO 18,259 18,259
    WO RKDAY INC CL A 44,567 44,567
    ALIBABA GROUP HOLDING LT 104,496 104,496
    ALPHABET INC SHS CL C 64,820 64,820
    ALPHABET INC SHS CL A 64,848 64,848
    AM AZON COM INC COM 159,590 159,590
    AUTODESK INC DEL PV$001 118,472 118,472
    AUTOMATIC DATA PROC 15,506 15,506
    BOEING COMPANY 94,829 94,829
    CERNER CORP COM 35,708 35,708
    CIS CO SYSTEMS INC COM 36,695 36,695
    COLGATE PALMOLIVE 33,178 33,178
    DEERE CO 83,944 83,944
    DISNEY (WALT) CO COM STK 80,625 80,625
    EXPEDITORS INTL WASH INC 51,359 51,359
    FACEBOOK INC 125,654 125,654
    FACTSET RESH SYS INC 32,918 32,918
    ILLUMINA INC COM 47,360 47,360
    INT UITIVE SURGICAL INC 28,634 28,634
    MICROSOFT CORP 91,192 91,192
    MO NSTER BEVERAGE SHS 79,348 79,348
    NOVARTIS ADR 73,561 73,561
    NOVO NORDISK A S ADR 19,977 19,977
    NVIDIA 103,396 103,396
    ORACLE CORP $001 DEL 85,908 85,908
    QUALCOMM INC 62,307 62,307
    REGENERON PHARMACTCLS 56,524 56,524
    ROCHE HLDG LTD SPN ADR 56,378 56,378
    SALESFORCE COM INC 84,116 84,116
    SCHLUMBERGER LTD 24,712 24,712
    SEI INVT CO PA PV $001 31,781 31,781
    STARBUCKS CORP 57,876 57,876
    VIS A INC CL A SHRS 128,613 128,613
    WORKDAY INC CL A 31,629 31,629
    YUM BRANDS INC 28,443 28,443
    YUM CHINA HOLDINGS INC 20,039 20,039
    ALLIANT ENERGY CORP 16,490 16,490
    AM DOCS LIMITED 26,244 26,244
    AON PLC REG SHS 30,634 30,634
    ATLASSIAN CORP PLC 27,129 27,129
    BOSTON SCIENTIFIC CORP 26,891 26,891
    BROADRIDGE FINL 31,406 31,406
    CARMAX INC 19,270 19,270
    CATALENT INC SHS 21,230 21,230
    CBOE GLOBAL MARKETS INC 7,915 7,915
    CERIDIAN HCM HLDG INC 22,697 22,697
    CIMPRESS PLC 10,441 10,441
    COOPER COS INC COM NEW 22,163 22,163
    COSTAR GROUP INC COM 20,334 20,334
    CROWN CASTLE REIT INC 24,674 24,674
    ELANCO ANIMAL HEALTH INC 9,385 9,385
    FID ELITY NATL INFO SVCS 16,551 16,551
    FLEX LTD 21,738 21,738
    FRONTDOOR INC 8,285 8,285
    GIL DAN ACTIVEWEAR INC 13,081 13,081
    GLOBAL PMTS INC GEORGIA 39,422 39,422
    GODADDY INC SHS CL A 32,516 32,516
    ICU MEDICAL INC 17,159 17,159
    ING ERSOLL-RAND PLC 17,131 17,131
    KLA CORP 38,060 38,060
    LAM RESEARCH CORP COM 25,975 25,975
    LAMAR ADVERTISING CO-A 20,639 20,639
    LPL FINANCIAL HOLDINGS 32,725 32,725
    MICROCHIP TECHNOLOGY INC 37,566 37,566
    MS CI INC 14,289 14,289
    NATL INSTRUMENTS CORP 15,511 15,511
    NEUROCRINE BIOSCNCE INC 12,077 12,077
    NIC E LTD ADR 46,501 46,501
    ON SEMICONDUCTOR CRP COM 33,974 33,974
    PERKINELMER INC COM 25,830 25,830
    PRA HEALTH SCIENCES INC 13,548 13,548
    REXNORD CORP NEW 23,812 23,812
    RIT CHIE BROS AUCTIONEERS 31,715 31,715
    RYANAIR HOLDINGS PLC SHS 17,047 17,047
    SCHWAB CHARLES CORP NEW 17,238 17,238
    SEALED AIR CORP (NEW) 21,063 21,063
    SENSATA TECHNOLOGIES 25,157 25,157
    SS AND C TECHNOLOGIES 38,485 38,485
    STERIS PLC REG SHS 30,326 30,326
    TECONNECTIVITY LTD 35,110 35,110
    TELEFLEX INC 22,225 22,225
    TERMINIX GLOBAL HLDGS 15,660 15,660
    VARIAN MEDICAL SYS INC 20,126 20,126
    VERISK ANALYTICS INC 29,270 29,270
    VIS TEON CORP COM STK 12,552 12,552
    W R BERKLEY CORP 24,110 24,110
    WA BTEC 19,325 19,325
    WA TERS CORP 17,319 17,319
    WE X INC 25,441 25,441
    XILINX INC 14,744 14,744
    BARRICK GOLD CORPORATION 179,962 179,962
    SPDR GOLD TRUST 160,524 160,524
    AIR PRODUCTS&CHEM 33,879 33,879
    ALTRIA GROUP INC 25,174 25,174
    APPLE INC 59,312 59,312
    BERKSHIRE HATHAWAYINC 53,562 53,562
    BLACKROCK INC 48,343 48,343
    CHEVRON CORP 24,237 24,237
    CINN FINCL CRP OHIO 20,619 20,619
    CIS CO SYSTEMS INC COM 30,654 30,654
    COCA COLA COM 17,713 17,713
    COMCAST CORP NEW CL A 31,597 31,597
    CROWN CASTLE REIT INC 34,863 34,863
    DIAGEO PLC SPSD ADR NEW 35,573 35,573
    DIAGEO PLC SPSD ADR NEW 29,779 29,779
    FASTENAL COMPANY 28,956 28,956
    FRANKLIN RES INC 13,070 13,070
    INT EL CORP 28,049 28,049
    JOHNSON AND JOHNSON COM 46,584 46,584
    LOWE'S COMPANIES INC 43,498 43,498
    ME RCK AND CO INC SHS 33,538 33,538
    MICROSOFT CORP 44,706 44,706
    NESTLE S A REP RG SH ADR 27,447 27,447
    NINTENDO LTD ADR 33,496 33,496
    NORFOLK SOUTHERN CORP 43,007 43,007
    PAYCHEX INC 28,140 28,140
    PFIZER INC 30,405 30,405
    PHILIP MORRIS INTL INC 22,602 22,602
    TARGET CORP COM 36,542 36,542
    TEXAS INSTRUMENTS 50,552 50,552
    UNITED PARCEL SVC CL B 39,911 39,911
    VERIZON COMMUNICATNS COM 31,784 31,784
    ABBOTT LABS 24,964 24,964
    ABBVIE INC SHS 32,359 32,359
    AIR PRODUCTS&CHEM 36,611 36,611
    AM ERICAN TOWER REIT INC 7,183 7,183
    AM GEN INC COM 12,416 12,416
    AUTOMATIC DATA PROC 27,487 27,487
    BLACKROCK INC 38,242 38,242
    BROADCOM LTD 35,466 35,466
    CHEVRON CORP 20,352 20,352
    CIS CO SYSTEMS INC COM 29,535 29,535
    COCA COLA COM 11,462 11,462
    COMCAST CORP NEW CL A 18,288 18,288
    CROWN CASTLE REIT INC 33,748 33,748
    EATON CORP PLC 13,576 13,576
    ELI LILLY & CO 22,287 22,287
    EVERSOURCE ENERGY COM 4,672 4,672
    HOME DEPOT INC 43,562 43,562
    HONEYWELL INTL INC DEL 23,822 23,822
    ILLINOIS TOOL WORKS INC 18,961 18,961
    JOH NSON AND JOHNSON COM 7,239 7,239
    JPM ORGAN CHASE & CO 43,839 43,839
    LOCKHEED MARTIN CORP 33,013 33,013
    LYONDELLBASELL INDUSTRIE 4,125 4,125
    MA RSH & MCLENNAN COS INC 24,804 24,804
    MC DONALDS CORP COM 26,393 26,393
    ME DTRONIC PLC SHS 25,888 25,888
    MERCK AND CO INC SHS 39,428 39,428
    MICROSOFT CORP 42,260 42,260
    MO NDELEZ INTERNATIONAL 31,165 31,165
    NEXTERA ENERGY INC SHS 59,791 59,791
    PAYCHEX INC 28,793 28,793
    PEPSICO INC 40,338 40,338
    PHILLIPS 66 SHS 8,603 8,603
    PNC FINCL SERVICES GROUP 22,946 22,946
    PROCTER & GAMBLE CO 18,645 18,645
    PROLOGIS INC 20,032 20,032
    QUALCOMM INC 32,601 32,601
    REALTY INCM CRP MD PV$1 10,507 10,507
    SEMPRA ENERGY 21,277 21,277
    STARBUCKS CORP 34,234 34,234
    TEXAS INSTRUMENTS 49,239 49,239
    TRUIST FINL CORP 32,976 32,976
    UNITED PARCEL SVC CL B 5,894 5,894
    US BANCORP 16,260 16,260
    VERIZON COMMUNICATNS COM 21,444 21,444
    WE C ENERGY GROUP INC SHS 23,008 23,008
    ACUITY BRANDS INC 5,328 5,328
    ALLEGHANY CORP DEL COM 3,622 3,622
    AM ERICAN CAMPUS CMNTYS 2,267 2,267
    AM ERICAN HOMES 4 RENT 4,230 4,230
    AM ERIPRISE FINL INC 9,911 9,911
    AMERISOURCEBERGEN CORP 5,768 5,768
    AM ETEK INC NEW 7,135 7,135
    AM PHENOL CORP CL A NEW 7,585 7,585
    ANALOG DEVICES INC COM 6,352 6,352
    AUTOZONE INC NEVADA COM 7,113 7,113
    AVALONBAY CMMUN INC 5,936 5,936
    BALL CORP COM 4,939 4,939
    BEST BUY CO INC 6,686 6,686
    BORG WARNER INC COM 2,202 2,202
    BOSTON PPTYS INC 5,672 5,672
    BRIXMOR PPTY GROUP INC 2,863 2,863
    CABOT OIL & GAS CORP 3,728 3,728
    CARLISLE COS INC 7,340 7,340
    CARTER HOLDINGS INC 3,669 3,669
    CBRE GROUP INC 7,777 7,777
    CDW CORP 5,535 5,535
    CELANESE CORP DEL SER A 4,418 4,418
    CIG NA CORP REG SHS 5,205 5,205
    CITIZENS FINL GROUP INC 7,045 7,045
    CM S ENERGY CORP 7,138 7,138
    COMMSCOPE HLDG CO INC 2,144 2,144
    CONCENTRIX CORP REG SHS 4,442 4,442
    CONSTELLATION BRANDS INC 5,695 5,695
    CUSHMAN AND WAKEFIELD 1,290 1,290
    DARDEN RESTAURANTS INC 2,263 2,263
    DIA MONDBACK ENERGY INC 8,034 8,034
    DIS COVER FINL SVCS 4,979 4,979
    DISCOVERY INC 6,731 6,731
    EDISON INTL CALIF 6,156 6,156
    ENERGIZER HOLDINGS INC 3,881 3,881
    ENTERGY CORP NEW 7,188 7,188
    EQT CORP 2,453 2,453
    EQUITRANS MIDSTREAM CORP 1,769 1,769
    ESSEX PPTY TR INC COM 2,612 2,612
    EXPEDIA GROUP INC 3,972 3,972
    FEDERAL REALTY INVESTMEN 3,149 3,149
    FIFTH THIRD BANCORP 8,188 8,188
    FIR ST REP BK SAN FRNCISC 4,408 4,408
    FORTUNE BRANDS HOME AND 6,000 6,000
    GAP INC DELAWARE 4,704 4,704
    GAP INC DELAWARE 3,716 3,716
    HARTFORD FINL SVCS GROUP 6,612 6,612
    HOST HOTELS & RESORTS 1,419 1,419
    HUBBELL INC SHS 6,272 6,272
    HUMANA INC 2,462 2,462
    HUNTNGTN BANCSHS INC MD 4,888 4,888
    IAC HOLDINGS INC REG SHS 3,408 3,408
    IDE X CORP DELAWARE COM 6,374 6,374
    ITT INC SHS 7,625 7,625
    JACK HENRY & ASSOC INC 1,944 1,944
    JBG SMITH PROPERTIES REG 2,064 2,064
    KEURIG DR PEPPER INC 2,848 2,848
    KEYSIGHT TECHNOLOGIES 4,623 4,623
    KIM CO REALTY CORP MD COM 2,867 2,867
    KOHLS CORP WISC PV 1CT 2,970 2,970
    KROGER CO 4,764 4,764
    LABORATORY CP AMER HLDGS 8,142 8,142
    LEIDOS HOLDINGS INC SHS 2,523 2,523
    LIB ERTY BROADBAND CORP 6,335 6,335
    LIB ERTY MEDIA CORP DEL 7,571 7,571
    LIN COLN ELEC HLDGS INC 6,859 6,859
    LINCOLN NTL CORP IND NPV 3,824 3,824
    LKQ CORP 1,339 1,339
    LOEWS CORP 10,039 10,039
    M& T BANK CORPORATION 8,911 8,911
    MARSH & MCLENNAN COS INC 5,031 5,031
    MA RTIN MARIETTA MATLS 7,099 7,099
    MIDDLEBY CORP COM 7,220 7,220
    MO HAWK INDUSTRIES INC 6,343 6,343
    MOTOROLA SOLUTIONS INC 6,632 6,632
    NAT FUEL GAS CO NJ $1 5,388 5,388
    NEWELL BRANDS INC 6,093 6,093
    NORDSTROM INC 2,403 2,403
    NORTHN TRUST CORP 6,240 6,240
    OUTFRONT MEDIA INC SHS 1,897 1,897
    PACKAGING CORP AMERICA 3,999 3,999
    PACTIV EVERGREEN INC 1,197 1,197
    POST HOLDINGS INC SHS 5,253 5,253
    PRICE T ROWE GROUP INC 8,932 8,932
    PROGRESSIVE CRP OHIO 4,845 4,845
    RALPH LAUREN CORP 5,498 5,498
    RAYMOND JAMES FINL INC 7,654 7,654
    RAYONIER INC REIT 4,407 4,407
    REGENCY CENTERS CORP 2,371 2,371
    REGIONS FINL CORP 6,384 6,384
    SCHEIN (HENRY) INC COM 4,480 4,480
    SEMPRA ENERGY 2,039 2,039
    SHERWIN WILLIAMS 6,614 6,614
    SILGAN HLDGS INC COM 5,080 5,080
    SNAP ON INC COM 5,648 5,648
    SOUTHWEST AIRLNS CO 3,729 3,729
    SYNNEX CORP 4,479 4,479
    SYNOPSYS INC 4,666 4,666
    TCF FINL CORP NEW 4,702 4,702
    TIMKEN COMPANY 1,160 1,160
    UNIVERSAL HEALTH SVCS B 6,875 6,875
    US FOODS HLDG CORP SHS 2,532 2,532
    VENTAS INC 2,011 2,011
    VOYA FINL INC SHS 1,294 1,294
    W P CAREY INC COM 2,682 2,682
    W R BERKLEY CORP 3,985 3,985
    WE C ENERGY GROUP INC SHS 8,099 8,099
    WE YERHAEUSER CO 5,164 5,164
    WILLIAMS COMPANIES DEL 4,732 4,732
    XCEL ENERGY INC 8,934 8,934
    ZIM MER BIOMET HOLDI 8,629 8,629
    ZIO NS BANCORP NA 3,736 3,736
    OWL ROCK CAPITAL CORP 2,475,334 2,475,334
    MFS EMERGING MARKETS 960,436 960,436
    WA SMASH SERIES CORE 118,325 118,325
    WEST. ERN ASSET SMASH 177,726 177,726
    WEST. ERN ASSET SMASH 146,455 146,455

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    US Government Securities - End of Year Book Value:

    378,459
    US Government Securities - End of Year Fair Market Value:

    378,459
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CIBC ATLAS INCOME OPPORTUNITIES FMV 232,794 232,794
    IPATH SELECT MLP ETN FMV 81,755 81,755
    KING STREET CAPITAL LTD FMV 40,173 40,173
    ENERGY CAPITAL INVESTORS FUND II, FMV 48,276 48,276
    ENERGY CAPITAL INVESTORS FUND, LLC FMV 10,785 10,785
    WLR RECOVERY IV INVESTORS, LLC FMV 20,134 20,134
    ATLAS POINT PRIVATE CREDIT OPPORTUNITIES FUND, LLC FMV 242,864 242,864
    APOLLO EUROPE FINANCE FMV 964,571 964,571
    ROCKET GLOBAL FMV 433,495 433,495
    COLUMBIA PLAZA JOINT VENTURE FMV 4,103,267 4,103,267
    COLUMBIA PLAZA LIMITED PARTNERS FMV 11,377,932 11,377,932
    CP REAL ESTATE LLC FMV 1,043,019 1,043,019
    CPLP (CPIP) FMV 275,931 275,931
    GROUP P JOING VENTURE FMV 3,650,568 3,650,568
    AEGON FUNDING CO LLC FMV 7,878 7,878
    AMERICAN FNCL GRP FMV 2,935 2,935
    AMERICAN HOMES 4 RENT FMV 2,593 2,593
    AMERICAN HOMES 4 RENT FMV 3,852 3,852
    AMERICAN INTL GROUP FMV 6,031 6,031
    ARCH CAPITAL GROUP LTD FMV 4,102 4,102
    ARES MGMT 7 SRS A PRF FMV 3,978 3,978
    AT&T INC FMV 2,877 2,877
    AT&T INC FMV 2,927 2,927
    ATHENE HOLDING LTD FMV 3,648 3,648
    ATHENE HOLDING LTD FMV 3,325 3,325
    AXIS CAPITAL HLDGS LTD FMV 2,927 2,927
    BERKLEY (WR) CORPORATION FMV 5,514 5,514
    BRIGHTHOUSE FINANCIAL IN FMV 6,299 6,299
    BROOKFIELD FINANCE INC FMV 6,159 6,159
    CAPITAL ONE FINANCIAL CO FMV 2,089 2,089
    CHARLES SCHWAB CORP FMV 2,786 2,786
    CHS INC CLASS FMV 10,172 10,172
    CHS INC. CL B RESET RATE FMV 1,612 1,612
    CITIGROUP INC FMV 6,342 6,342
    CITIGROUP INC FMV 6,977 6,977
    CITIGROUP INC FMV 2,249 2,249
    CMS ENERGY CORP FMV 9,266 9,266
    DIGITAL REALTY TRUST INC FMV 1,967 1,967
    DUKE ENERGY CORP FMV 4,476 4,476
    ENBRIDGE INC FMV 2,179 2,179
    FIRST REPUBLIC BANK FMV 6,252 6,252
    FIRST REPUBLIC BANK FMV 3,014 3,014
    GMAC CAPITAL TRUST I FMV 7,304 7,304
    HUNTINGTON BANCSHARES FMV 6,863 6,863
    INTEGRYS ENERGY GRP, INC FMV 3,768 3,768
    JPMORGAN CHASE & CO FMV 11,971 11,971
    JPMORGAN CHASE & CO FMV 3,681 3,681
    JPMORGAN CHASE & CO FMV 11,591 11,591
    LEGG MASON INC FMV 4,174 4,174
    METLIFE INC FMV 2,910 2,910
    MONMOUTH REIT FMV 4,016 4,016
    MORGAN STANLEY FMV 8,438 8,438
    MORGAN STANLEY FMV 5,828 5,828
    MORGAN STANLEY FMV 10,004 10,004
    NATIONAL RETAIL PROP INC FMV 3,250 3,250
    NATIONAL STORAGE AFFILIA FMV 3,299 3,299
    NEXTERA ENERGY CAP FMV 6,875 6,875
    NISOURCE INC FMV 4,843 4,843
    NY COMMUNITY BANCORP INC FMV 5,073 5,073
    PARTNERRE LTD FMV 1,745 1,745
    PNC FINANCIAL SERVICES FMV 5,704 5,704
    PS BUSINESS PARKS INC FMV 3,700 3,700
    PUBLIC STORAGE FMV 2,497 2,497
    REGIONS FINANCIAL CORP FMV 5,877 5,877
    REGIONS FINANCIAL CORP FMV 10,800 10,800
    REINSURANCE GRP OF AMER FMV 3,520 3,520
    SEMPRA ENERGY FMV 8,813 8,813
    SIGNATURE BANK NEW YORK FMV 7,413 7,413
    SITE CENTERS CORP FMV 3,275 3,275
    SOUTH JERSEY INDUSTRIES FMV 2,786 2,786
    SOUTHERN CO FMV 3,769 3,769
    SOUTHERN CO FMV 6,434 6,434
    STATE STREET CORP FMV 3,796 3,796
    STERLING BANCORP/DE FMV 3,590 3,590
    SUNSTONE HOTEL INVESTORS FMV 2,126 2,126
    SYNCHRONY FINANCIAL FMV 5,981 5,981
    THE ALLSTATE CORP FMV 7,295 7,295
    THE GOLDMAN SACHS GROUP FMV 2,350 2,350
    THE SOUTHERN CO FMV 12,796 12,796
    TRUIST FINANCIAL CORP FMV 6,037 6,037
    TRUIST FINANCIAL CORP FMV 9,961 9,961
    UNITED STATES CELLULAR FMV 4,815 4,815
    UNUM GROUP FMV 5,115 5,115
    US BANCORP FMV 3,519 3,519
    US CELLULAR CORP FMV 6,027 6,027
    VEREIT INC FMV 2,037 2,037
    VOYA FINANCIAL INC FMV 2,294 2,294
    W.R. BERKLEY CORP FMV 1,750 1,750
    W.R.BERKLEY CORPORATION FMV 2,051 2,051
    WELLS FARGO & CO FMV 13,051 13,051
    WELLS FARGO & COMPANY FMV 4,305 4,305
    WELLS FARGO & COMPANY FMV 6,067 6,067
    WELLS FARGO & COMPANY FMV 3,138 3,138
    WELLS FARGO COMPANY FMV 8,538 8,538

    TY 2020 LegalFeesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 46,453 27,872   18,581


    TY 2020 OtherAssetsSchedule
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER ASSETS 232,263 0 0


    TY 2020 OtherDecreasesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Description Amount
    UNREALIZED DEPRECIATION ON INVESTMENTS 13,152,831


    TY 2020 OtherExpensesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 14,177 8,507   5,670
    BOND AMORTIZATION 18,042 18,042   0
    INSURANCE 12,192 7,315   4,877
    CURRENCY CONVERSION 4,601 4,601   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 96,958 0 96,958
    COLUMBIA PLAZA, LP 666,314 666,314 666,314
    COLUMBIA PLAZA, LP (REAL ESTATE) 63,590 63,590 63,590
    COLUMBIA PLAZA, LP 21,850 21,850 21,850
    COLUMBIA PLAZA JOINT VENTURE 249,755 249,755 249,755
    GROUP P JOINT VENTURE 221,325 221,325 221,325
    ENERGY CAPITAL INVESTORS FUND II, LLC -10,785 -10,785 -10,785
    ENERGY CAPITAL INVESTORS FUND, LLC -1,746 -1,746 -1,746
    WLR RECOVERY IV INVESTORS, LLC -473 -473 -473
    ATLAS POINT PRIVATE CREDIT OPPORTUNITIES FUND, LLC 6,423 6,423 6,423


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT & CUSTODIAL FEES 61,342 61,342   0
    OTHER PROFESSIONAL FEES 17,876 16,088   1,788
    MANAGEMENT FEES 641,554 577,399   64,155


    TY 2020 TaxesSchedule
    Name:
    THE LASZLO N TAUBER FAMILY
     
    FOUNDATION INC
    EIN:
    30-0208793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 70,000 0   0
    FOREIGN TAXES 2,828 2,828   0
    PAYROLL TAXES 31,757 19,054   12,703
    PROPERTY TAXES 8,095 4,857   3,238