Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 10-01-2020 , and ending 09-30-2021
Name of foundation
HELEN & WILLIAM MAZER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 542
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BERKELEY HEIGHTS, NJ07922
A Employer identification number

02-0511160
B Telephone number (see instructions)

(908) 464-8221
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$23,303,703
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 119 119  
4 Dividends and interest from securities... 421,246 421,246  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,519,189
b Gross sales price for all assets on line 6a 5,434,599
7 Capital gain net income (from Part IV, line 2)... 3,519,189
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,940,554 3,940,554 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 9,500 0 0 9,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 4,000 0 0 4,000
b Accounting fees (attach schedule)....... 6,830 2,277 0 4,553
c Other professional fees (attach schedule)....        
17 Interest............... 27 27 0 0
18 Taxes (attach schedule) (see instructions)... 1,369 1,369 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 117,375 117,085 0 290
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,101 120,758 0 18,343
25 Contributions, gifts, grants paid....... 817,350 817,350
26 Total expenses and disbursements. Add lines 24 and 25 956,451 120,758 0 835,693
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,984,103
b Net investment income (if negative, enter -0-) 3,819,796
c Adjusted net income (if negative, enter -0-)... 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............. 566,000 2,210,520 2,210,520
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 13,668,455 Click to see attachment15,106,607 20,739,624
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 184,770 Click to see attachment16,685 118,559
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment35,000 Click to see attachment235,000 Click to see attachment235,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,454,225 17,568,812 23,303,703
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment136,320
23 Total liabilities (add lines 17 through 22)......... 0 136,320
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........ 6,697,565 6,697,565
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,756,660 10,734,927
29 Total net assets or fund balances (see instructions)..... 14,454,225 17,432,492
30 Total liabilities and net assets/fund balances (see instructions). 14,454,225 17,568,812
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
14,454,225
2
Enter amount from Part I, line 27a .....................
2
2,984,103
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
150,000
4
Add lines 1, 2, and 3 ..........................
4
17,588,328
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
155,836
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,432,492
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 LONG TERM GAIN FROM K-1 MIDMARK CAPITAL II LP P 2019-01-01 2020-12-31
b LONG TERM GAIN FROM K-1 MIDMARK INVESTORS LP P 2019-01-01 2020-12-31
c LONG TERM GAIN FROM K-1 VCFA VENTURE PARTNERS III LP P 2019-01-01 2020-12-31
d LONG TERM GAIN FROM K-1 VCFA VENTURE PARTNERS V LP P 2019-01-01 2020-12-31
e BLACKBERRY LTD F P 2015-02-26 2021-01-26
BLACKBERRY LTD F P 2014-07-01 2021-01-26
BLACKBERRY LTD F P 2015-05-22 2021-01-26
BLACKBERRY LTD F P 2014-08-22 2021-01-26
BLACKBERRY LTD F P 2015-05-11 2021-01-29
BLACKBERRY LTD F P 2014-06-10 2021-01-29
BLACKBERRY LTD F P 2014-06-10 2021-01-29
BLACKBERRY LTD F P 2015-04-10 2021-01-29
VOXX INTERNATIONAL CL A P 2017-07-17 2021-02-08
VOXX INTERNATIONAL CL A P 2017-07-17 2021-02-08
VOXX INTERNATIONAL CL A P 2006-07-21 2021-02-09
VOXX INTERNATIONAL CL A P 2006-04-06 2021-02-09
VOXX INTERNATIONAL CL A P 2006-04-06 2021-02-09
VOXX INTERNATIONAL CL A P 2003-07-10 2021-02-09
VOXX INTERNATIONAL CL A P 2003-07-10 2021-02-09
VOXX INTERNATIONAL CL A P 2003-07-10 2021-02-09
VOXX INTERNATIONAL CL A P 2003-07-10 2021-02-09
VOXX INTERNATIONAL CL A P 2003-07-10 2021-02-09
VOXX INTERNATIONAL CL A P 2003-07-10 2021-02-09
VOXX INTERNATIONAL CL A P 2003-07-10 2021-02-09
VOXX INTERNATIONAL CL A P 2003-07-10 2021-02-09
VOXX INTERNATIONAL CL A P 2003-07-10 2021-02-09
VOXX INTERNATIONAL CL A P 2003-07-10 2021-02-09
VOXX INTERNATIONAL CL A P 2017-07-17 2021-02-09
VOXX INTERNATIONAL CL A P 2017-07-17 2021-02-09
VOXX INTERNATIONAL CL A P 2017-07-17 2021-02-09
VOXX INTERNATIONAL CL A P 2017-07-17 2021-02-09
VOXX INTERNATIONAL CL A P 2017-07-17 2021-02-09
VOXX INTERNATIONAL CL A P 2017-07-17 2021-02-09
VOXX INTERNATIONAL CL A P 2017-07-17 2021-02-09
VOXX INTERNATIONAL CL A P 2017-07-17 2021-02-09
VOXX INTERNATIONAL CL A P 2017-09-06 2021-03-01
VOXX INTERNATIONAL CL A P 2017-09-06 2021-03-02
VOXX INTERNATIONAL CL A P 2017-09-06 2021-03-02
VOXX INTERNATIONAL CL A P 2017-09-06 2021-03-02
VOXX INTERNATIONAL CL A P 2017-09-06 2021-03-02
VOXX INTERNATIONAL CL A P 2017-09-06 2021-03-02
VOXX INTERNATIONAL CL A P 2017-09-06 2021-03-02
NAM TAI PROPERTY INC F P 2017-06-22 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-22 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-22 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-22 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-19 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-19 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-19 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-19 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-19 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-19 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-19 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-19 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-19 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-20 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-20 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-20 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-22 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-21 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-21 2021-05-26
NAM TAI PROPERTY INC F P 2017-06-22 2021-06-08
NAM TAI PROPERTY INC F P 2012-08-13 2021-06-08
NAM TAI PROPERTY INC F P 2012-08-13 2021-06-08
NAM TAI PROPERTY INC F P 2012-08-13 2021-06-08
NAM TAI PROPERTY INC F P 2012-08-13 2021-06-09
NAM TAI PROPERTY INC F P 2012-08-13 2000-03-09
NAM TAI PROPERTY INC F P 2012-08-13 2021-06-10
NAM TAI PROPERTY INC F P 2010-08-05 2021-06-10
NAM TAI PROPERTY INC F P 2010-08-05 2021-06-10
NAM TAI PROPERTY INC F P 2010-08-06 2021-06-10
NAM TAI PROPERTY INC F P 2010-08-06 2021-06-15
NAM TAI PROPERTY INC F P 2010-08-06 2021-06-17
NAM TAI PROPERTY INC F P 2001-05-30 2021-06-17
DISPOSITION OF VCFA VENTURE PARTNERS III LP P 2018-01-01 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       17,611
b       6,399
c       -7,318
d       -7,158
e 176,029   108,486 67,543
176,029   105,362 70,667
176,306   105,173 71,133
88,153   50,160 37,993
149,162   102,458 46,704
149,162   79,200 69,962
74,581   39,600 34,981
74,581   48,629 25,952
114,271   32,234 82,037
199,288   56,216 143,072
111,194   60,245 50,949
132,206   71,807 60,399
89,331   47,871 41,460
43,889   23,160 20,729
22,237   11,580 10,657
26,684   13,884 12,800
2,223   1,156 1,067
2,223   1,154 1,069
91,170   47,273 43,897
2,224   1,151 1,073
8,895   4,600 4,295
13,342   6,888 6,454
8,895   4,588 4,307
44,473   12,751 31,722
6,253   1,805 4,448
105,408   30,093 75,315
65,747   19,127 46,620
28,052   8,161 19,891
109,578   31,747 77,831
82,901   23,619 59,282
28,525   8,127 20,398
44,782   16,120 28,662
109,749   40,300 69,449
65,489   24,180 41,309
43,660   16,120 27,540
44,908   16,120 28,788
87,524   32,240 55,284
43,981   16,120 27,861
10,691   3,283 7,408
129,426   39,700 89,726
118,736   36,237 82,499
10,309   3,263 7,046
49,924   15,700 34,224
24,962   7,850 17,112
99,848   31,400 68,448
24,962   7,850 17,112
11,907   3,744 8,163
65,832   19,806 46,026
104,370   31,400 72,970
90,724   27,294 63,430
6,964   2,112 4,852
51,777   15,699 36,078
77,666   23,550 54,116
39,843   12,081 27,762
33,707   10,196 23,511
100,707   30,443 70,264
28,319   8,687 19,632
104,609   23,400 81,209
52,304   10,084 42,220
174,348   33,573 140,775
17,435   3,357 14,078
152,421   30,211 122,210
164,920   32,645 132,275
4,437   878 3,559
309,924   45,544 264,380
28,791   4,178 24,613
16,936   2,434 14,502
316,321   48,672 267,649
136,980   21,903 115,077
15,220   2,122 13,098
16,174   16,143 31
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       17,611
b       6,399
c       -7,318
d       -7,158
e       67,543
      70,667
      71,133
      37,993
      46,704
      69,962
      34,981
      25,952
      82,037
      143,072
      50,949
      60,399
      41,460
      20,729
      10,657
      12,800
      1,067
      1,069
      43,897
      1,073
      4,295
      6,454
      4,307
      31,722
      4,448
      75,315
      46,620
      19,891
      77,831
      59,282
      20,398
      28,662
      69,449
      41,309
      27,540
      28,788
      55,284
      27,861
      7,408
      89,726
      82,499
      7,046
      34,224
      17,112
      68,448
      17,112
      8,163
      46,026
      72,970
      63,430
      4,852
      36,078
      54,116
      27,762
      23,511
      70,264
      19,632
      81,209
      42,220
      140,775
      14,078
      122,210
      132,275
      3,559
      264,380
      24,613
      14,502
      267,649
      115,077
      13,098
      31
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 3,519,189
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 0
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 53,095
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 53,095
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 53,095
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 11,200
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 11,200
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 41,895
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    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 .Click to see attachment
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLEONARD BERKOWITZ Telephone no.bullet (908) 464-8221

    Located atbulletC/O FOUNDATION PO BOX 542BERKELEY HEIGHTSNJ ZIP+4bullet07922
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LINDA BERKOWITZ PRESIDENT
    0.50
    0 0 0
    C/O HELEN WILLIAM MAZER FOUNDATION
    BERKELEY HEIGHTS,NJ07922
    LEONARD BERKOWITZ TREASURER
    2.00
    0 0 0
    C/O HELEN WILLIAM MAZER FOUNDATION
    BERKELEY HEIGHTS,NJ07922
    ALAN BERKOWITZ DIRECTOR
    0.50
    0 0 0
    C/O HELEN WILLIAM MAZER FOUNDATION
    BERKELEY HEIGHTS,NJ07922
    DAVID BERKOWITZ DIRECTOR
    0.50
    0 0 0
    C/O HELEN WILLIAM MAZER FOUNDATION
    BERKELEY HEIGHTS,NJ07922
    STEVEN BERCU DIRECTOR
    2.00
    9,500 0 0
    C/O HELEN WILLIAM MAZER FOUNDATION
    BERKELEY HEIGHTS,NJ07922
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    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 INVESTMENT IN PRIME COALITION, A 501(C)(3) PUBLIC CHARITY THAT PROVIDES SEED FUNDING TO NEW VENTURES WHICH HAVE A HIGH LIKELIHOOD TO MAKE A SIGNIFICANT POSITIVE IMPACT ON THE ISSUE OF GLOBAL WARMING. THIS INVESTMENT IS IN LINE WITH THE PRIMARY GOALS OF THE FOUNDATION WHICH ARE TO IMPROVE HUMAN HEALTH AND HEALING, FOSTER ECONOMIC OPPORTUNITY FOR THOSE IN NEED, PRESERVE LAND AND PROMOTE SUSTAINABLE URBAN ENVIRONMENTS. 50,000
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet50,000
    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
    17,491,934
    b
    Average of monthly cash balances.......................
    1b
    2,063,717
    c
    Fair market value of all other assets (see instructions)................
    1c
    359,207
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,914,858
    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
    19,914,858
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    433,675
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,481,183
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    974,059
    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
    974,059
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    53,095
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    53,095
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    920,964
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    920,964
    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
    920,964
    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
    835,693
    b
    Program-related investments—total from Part IX-B..................
    1b
    50,000
    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
    885,693
    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
    885,693
    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 7 920,964
    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...... 66,784
    c From 2017......  
    d From 2018...... 73,886
    e From 2019...... 49,667
    fTotal of lines 3a through e........ 190,337
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 885,693
    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..... 885,693
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 35,271 35,271
    (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 5 155,066
    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 ......
    155,066
    10 Analysis of line 9:
    a Excess from 2016.... 31,513
    b Excess from 2017....  
    c Excess from 2018.... 73,886
    d Excess from 2019.... 49,667
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN DIABETES ASSOCIATION
    2451 CRYSTAL DRIVE
    ARLINGTON,VA22202
      PC CHARITABLE PURPOSES. 5,000
    AMERICAN JEWISH WORLD SERVICE
    45 W 36TH ST 11
    NEW YORK,NY10018
      PC CHARITABLE PURPOSES. 2,000
    AMERICANS FOR OXFORD
    500 FIFTH AVENUE
    NEW YORK,NY10110
      PC CHARITABLE PURPOSES. 1,000
    AMREF
    75 BROAD ST SUITE 703
    NEW YORK,NY10004
      PC CHARITABLE PURPOSES. 2,000
    ANJEC
    300 MENDHAM RD
    MENDHAM,NJ07945
      PC CHARITABLE PURPOSES. 3,000
    ATERES BAIS YAAKOV ACADEMY
    200 SUMMIT PARK RD
    SPRING VALLEY,NY10977
      PC CHARITABLE PURPOSES. 2,000
    AUDRE LORDE PROJECT
    85 S OXFORD ST
    BROOKLYN,NY11217
      PC CHARITABLE PURPOSES. 1,000
    BERKELEY HEIGHTS YMCA
    59 LOCUST AVE
    BERKELEY HEIGHTS,NJ07922
      PC CHARITABLE PURPOSES. 1,000
    BOSTON CYCLISTS UNION
    1419 TREMONT ST
    BOSTON,MA02120
      PC CHARITABLE PURPOSES. 50,000
    BRANDEIS UNIVERSITY
    415 SOUTH ST
    WALTHAM,MA02453
      PC CHARITABLE PURPOSES. 50,000
    BREAST CANCER EMERGENCY FUND
    PO BOX 616
    WESTPORT,CT06881
      PC CHARITABLE PURPOSES. 1,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022
      PC CHARITABLE PURPOSES. 500
    CITY HARVEST
    6 EAST 32ND STREET
    NEW YORK,NY10016
      PC CHARITABLE PURPOSES. 700
    CLARK UNIVERSITY
    960 MAIN ST
    WORCESTER,MA01603
      PC CHARITABLE PURPOSES. 2,500
    CLIFFORD BEERS CLINIC
    93 EDWARDS ST
    NEW HAVEN,CT06511
      PC CHARITABLE PURPOSES. 5,000
    CLIFTON CHEDER INC
    123 INDUSTRIAL ST E 1
    CLIFTON,NJ07012
      PC CHARITABLE PURPOSES. 2,000
    COLD SPRING SCHOOL
    263 CHAPEL ST NEW HAVEN
    NEW HAVEN,CT06513
      PC CHARITABLE PURPOSES. 4,000
    COLORADO COLLEGE
    14 E CACHE LA POUDRE ST
    COLORADO SPRINGS,CO80903
      PC CHARITABLE PURPOSES. 2,000
    CONECT
    PO BOX 4298
    HAMDEN,CT06514
      PC CHARITABLE PURPOSES. 11,000
    CONNECTICUT NEWS PROJECT
    1049 ASYLUM AVENUE
    HARTFORD,CT06105
      PC CHARITABLE PURPOSES. 1,500
    CONSERVATION LAW FOUNDATION
    62 SUMMER ST
    BOSTON,MA02110
      PC CHARITABLE PURPOSES. 15,000
    CONSERVATION LAW FOUNDATION
    62 SUMMER ST
    BOSTON,MA02110
      PC CHARITABLE PURPOSES. 30,000
    COVENANT HOUSE
    461 EIGHTH AVENUE
    NEW YORK,NY10001
      PC CHARITABLE PURPOSES. 600
    EARTHJUSTICE
    50 CALIFORNIA STREET
    SAN FRANCISCO,CA94111
      PC CHARITABLE PURPOSES. 9,000
    EAST COAST GREENWAY
    5826 FAYETTEVILLE ROAD
    DURHAM,NC27713
      PC CHARITABLE PURPOSES. 50,000
    EAST COAST GREENWAY
    5826 FAYETTEVILLE ROAD
    DURHAM,NC27713
      PC CHARITABLE PURPOSES. 2,500
    ECOCITY BUILDERS
    5826 FAYETTEVILLE ROAD
    DURHAM,NC27713
      PC CHARITABLE PURPOSES. 35,000
    ETHICAL CULTURE FIELDSTON
    339 15TH ST STE 208
    OAKLAND,CA94612
      PC CHARITABLE PURPOSES. 2,500
    FOUNDATION FIGHTING BLINDNESS
    7168 COLUMBIA GATEWAY DRIVE
    COLOMBIA,MD21046
      PC CHARITABLE PURPOSES. 3,000
    FRIENDS OF NORWALK PUBLIC LIBRARY
    73 NURSERY ST
    NORWALK,CT06850
      PC CHARITABLE PURPOSES. 1,500
    GREEN FORESTS WORK
    221 THOMAS POE COOPER BUILDING
    LEXINGTON,KY40546
      PC CHARITABLE PURPOSES. 1,000
    GREEN CAMBRIDGE
    GREEN CAMBRIDGE
    CAMBRIDGE,MA02238
      PC CHARITABLE PURPOSES. 1,000
    GSWA
    568 TEMPE WICK RD
    MORRISTOWN,NJ07960
      PC CHARITABLE PURPOSES. 8,000
    HACKENSACK RIVERKEEPER
    231 MAIN ST
    HACKENSACK,NJ07601
      PC CHARITABLE PURPOSES. 3,000
    HOMEFIRST
    905 WATCHUNG AVE
    PLAINFIELD,NJ07060
      PC CHARITABLE PURPOSES. 7,000
    HURU INTERNATIONAL
    15 WEST 26TH STREET NO 11TH
    NEW YORK,NY10010
      PC CHARITABLE PURPOSES. 2,500
    IMPACT JUSTICE
    568 TEMPE WICK RD
    MORRISTOWN,NJ07960
      PC CHARITABLE PURPOSES. 1,000
    INDIAN HILL MUSIC
    36 KING ST
    LITTLETON,MA01460
      PC CHARITABLE PURPOSES. 2,500
    INNOCENCE PROJECT
    40 WORTH ST
    NEW YORK,NY10013
      PC CHARITABLE PURPOSES. 17,000
    INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DRIVE
    BOSTON,MA02210
      PC CHARITABLE PURPOSES. 9,000
    INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DRIVE
    BOSTON,MA02210
      PC CHARITABLE PURPOSES. 1,000
    INTERNATIONAL RESCUE COMM
    122 EAST 42ND STREET
    NEW YORK,NY10168
      PC CHARITABLE PURPOSES. 8,000
    JDRF
    200 VESEY STREET
    NEW YORK,NY10281
      PC CHARITABLE PURPOSES. 35,000
    JESPY HOUSE
    102 PROSPECT ST
    SOUTH ORANGE,NJ07079
      PC CHARITABLE PURPOSES. 750
    KEF
    360 EAST 72ND STREET STE
    NEW YORK,NY03405
      PC CHARITABLE PURPOSES. 2,000
    KIWIMBI
    PO BOX 139
    NEW VERNON,NJ07976
      PC CHARITABLE PURPOSES. 9,000
    LEAGUE OF AMERICAN BICYCLISTS
    1612 K STREET NW
    WASHINGTON,DC20006
      PC CHARITABLE PURPOSES. 1,000
    LIVABLE STREETS TRANSPORTATION
    70 PACIFIC ST
    CAMBRIDGE,MA02139
      PC CHARITABLE PURPOSES. 1,000
    MALI HEALTH
    PO BOX 51632
    DURHAM,NC27717
      PC CHARITABLE PURPOSES. 1,500
    MASSACHUSETTS BICYCLE COALITION
    50 MILK STREET
    BOSTON,MA02109
      PC CHARITABLE PURPOSES. 1,000
    MEANINGFUL LIFE CENTER
    116 CARR ST
    KNOXVILLE,TN37919
      PC CHARITABLE PURPOSES. 2,000
    MFEE
    22 VALLEY RD
    MONTCLAIR,NJ07042
      PC CHARITABLE PURPOSES. 4,000
    MONCLAIR FILM FESTIVAL
    505 BLOOMFIELD AVE
    MONTCLAIR,NJ07042
      PC CHARITABLE PURPOSES. 3,000
    MONTCLAIR LOCAL NON-PROFIT NEWS
    309 ORANGE RD
    MONTCLAIR,NJ07042
      PC CHARITABLE PURPOSES. 1,000
    MONTCLAIR PUBLIC LIBRARY FDN
    50 S FULLERTON AVE
    MONTCLAIR,NJ07042
      PC CHARITABLE PURPOSES. 1,000
    MSF
    40 RECTOR STREET
    NEW YORK,NY10006
      PC CHARITABLE PURPOSES. 12,500
    MSKCC
    1275 YORK AVE
    NEW YORK,NY10065
      PC CHARITABLE PURPOSES. 5,000
    NEW HAVEN LAND TRUST
    817 GRAND AVE STE 102
    NEW HAVEN,CT06511
      PC CHARITABLE PURPOSES. 4,000
    NEW YORK PUBLIC RADIO
    160 VARICK ST
    NEW YORK,NY10013
      PC CHARITABLE PURPOSES. 5,000
    NHCAT
    PO BOX 80
    NEW HAVEN,CT06501
      PC CHARITABLE PURPOSES. 1,000
    NJ BIKE WALK COALITION
    551 VALLEY ROAD
    MONTCLAIR,NJ07043
      PC CHARITABLE PURPOSES. 4,000
    NJCF
    170 LONGVIEW RD
    FAR HILLS,NJ07931
      PC CHARITABLE PURPOSES. 25,000
    NOLS
    284 LINCOLN ST
    LANDER,WY82520
      PC CHARITABLE PURPOSES. 4,000
    NORTHEAST EARTH COALITION
    PO BOX 550
    MONTCLAIR,NJ07042
      PC CHARITABLE PURPOSES. 3,000
    NORTHEAST EARTH COALITION
    PO BOX 550
    MONTCLAIR,NJ07042
      PC CHARITABLE PURPOSES. 4,000
    NY TIMES NEEDIEST CASES
    620 8TH AVENUE
    NEW YORK,NY10018
      PC CHARITABLE PURPOSES. 9,000
    NYPL
    STEPHEN A SCHWARZMAN BUILDING FTH
    AVE
    NEW YORK,NY10018
      PC CHARITABLE PURPOSES. 500
    OCEAN CONSERVANCY
    1300 19TH ST NW
    WASHINGTON,DC20036
      PC CHARITABLE PURPOSES. 5,000
    ONLINE JOURNALISM PROJECT
    493 CENTRAL AVE
    NEW HAVEN,CT06515
      PC CHARITABLE PURPOSES. 1,500
    OPEN SPACE INSTITUTE
    1350 BROADWAY RM 201
    NEW YORK,NY10018
      PC CHARITABLE PURPOSES. 25,000
    OUR HOUSE FDN
    76 FLORAL AVE
    MURRAY HILL,NJ07974
      PC CHARITABLE PURPOSES. 500
    PLANNED PARENTHOOD
    26 BLEECKER STREET
    NEW YORK,NY10012
      PC CHARITABLE PURPOSES. 6,000
    PRISON POLICY INITIATIVE
    69 GARFIELD AVE FLOOR 1
    EASTHAMPTON,MA01027
      PC CHARITABLE PURPOSES. 2,000
    PROJECT VOYCE
    3455 RINGSBY CT 96
    DENVER,CO80216
      PC CHARITABLE PURPOSES. 1,000
    PRX INC
    PO BOX 382234
    CAMBRIDGE,MA02238
      PC CHARITABLE PURPOSES. 2,500
    RAICES
    1305 N FLORES ST
    SAN ANTONIO,TX78212
      PC CHARITABLE PURPOSES. 2,000
    RAPTOR TRUST
    1390 WHITE BRIDGE RD
    MILLINGTON,NJ07946
      PC CHARITABLE PURPOSES. 1,000
    ROCKEFELLER UNIVERSITY
    1230 YORK AVE
    NEW YORK,NY10065
      PC CHARITABLE PURPOSES. 40,000
    ROUNDABOUT THEATRE COMPANY
    231 WEST 39TH STREET
    NEW YORK,NY10018
      PC CHARITABLE PURPOSES. 3,000
    SANDRA & ARNOLD GOLD RESEARCH FUND
    619 E PALISADE AVE 5
    ENGLEWOOD CLIFFS,NJ07632
      PC CHARITABLE PURPOSES. 2,000
    SCHWAB CHARITABLE FUND
    211 MAIN STREET
    SAN FRANCISCO,CA94105
      PC CHARITABLE PURPOSES. 5,000
    SEEDS OF PEACE
    370 LEXINGTON AVENUE
    NEW YORK,NY10017
      PC CHARITABLE PURPOSES. 5,000
    SFBC EDUCATION FUND
    PO BOX 425959
    SAN FRANCISCO,CA94142
      PC CHARITABLE PURPOSES. 1,000
    SHARRON MILLER ACADEMY
    14 SOUTH PARK STREET
    MONTCLAIR,NJ07042
      PC CHARITABLE PURPOSES. 2,000
    THE COMMONWEALTH CLB OF CAL
    110 THE EMBARCADERO
    SAN FRANCISCO,CA94105
      PC CHARITABLE PURPOSES. 1,000
    THE LONG NOW FOUNDATION
    2 CENTER MARINA BLVD BLDG A
    SAN FRANCISCO,CA94123
      PC CHARITABLE PURPOSES. 1,000
    THE NATURE CONSERVANCY
    200 POTTERSVILLE RD
    CHESTER,NJ07930
      PC CHARITABLE PURPOSES. 30,000
    THIRTEEN- WNET
    825 EIGHTH AVENUE
    NEW YORK,NY10019
      PC CHARITABLE PURPOSES. 5,000
    TPL- NJ
    101 MONTGOMERY ST
    SAN FRANCISCO,CA94104
      PC CHARITABLE PURPOSES. 40,000
    TPL-CT
    101 WHITNEY AVE
    NEW HAVEN,CT06510
      PC CHARITABLE PURPOSES. 60,000
    TRANSPORTATION ALTERNATIVES
    111 JOHN ST 260
    NEW YORK,NY10038
      PC CHARITABLE PURPOSES. 1,000
    TRINITAS HEALTH FOUNDATION
    225 WILLIAMSON ST
    ELIZABETH,NJ07202
      PC CHARITABLE PURPOSES. 3,000
    TRUSTEES OF RESERVATIONS
    200 HIGH ST
    BOSTON,MA02110
      PC CHARITABLE PURPOSES. 5,000
    UBUNTU PATHWAYS
    32 BROADWAY STE 414
    NEW YORK,NY10004
      PC CHARITABLE PURPOSES. 20,000
    UBUNTU PATHWAYS
    32 BROADWAY STE 414
    NEW YORK,NY10004
      PC CHARITABLE PURPOSES. 5,000
    UJA METROWEST
    901 NJ-10
    WHIPPANY,NJ07981
      PC CHARITABLE PURPOSES. 9,800
    URBAN FARMING INSTITUTE
    487 NORFOLK ST
    MATTAPAN,MA02126
      PC CHARITABLE PURPOSES. 2,000
    URBAN RESOURCES INITIATIVE
    195 PROSPECT ST
    NEW HAVEN,CT06511
      PC CHARITABLE PURPOSES. 4,000
    WALK BOSTON
    45 SCHOOL ST
    BOSTON,MA02108
      PC CHARITABLE PURPOSES. 11,000
    WASHINGTON AREA BICYCLE ASSOC
    2599 ONTARIO RD
    WASHINGTON,DC20009
      PC CHARITABLE PURPOSES. 1,000
    WINTER CYCLING FEDERATION
    160 VARICK ST
    NEW YORK,NY10013
      PC CHARITABLE PURPOSES. 10,000
    WNYC
    244 UNIVERSITY AVE
    BRIDGEPORT,CT06604
      PC CHARITABLE PURPOSES. 2,000
    WPKN
    244 UNIVERSITY AVE
    BRIDGEPORT,CT06604
      PC CHARITABLE PURPOSES. 500
    SVP -CONNECTICUT
    50 CHARLES STREET
    WESTPORT,CT06880
      PC CHARITABLE PURPOSES. 5,000
    Total .................................bullet 3a 817,350
    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 ...........
        14 119  
    4 Dividends and interest from securities....     14 421,246  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 3,519,189  
    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 3,940,554 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,940,554
    (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:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 6,830 2,277 0 4,553

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Category Amount
    NONE 0

    TY 2020 CashDeemedCharitableExplnStmt
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Explanation:
    50% OF THE FOUNDATION'S CASH IS CONSISTENTLY UTILIZED FOR CHARITABLE ACTIVITIES. BASED ON THIS, THE CASH DEEMED HELD FOR CHARITABLE PURPOSES IS EQUAL TO 50% OF THE FOUNDATION'S TOTAL CHARITABLE CONTRIBUTIONS DURING THE YEAR ENDED SEPTEMBER 30, 2020.

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Statement:
    DELAWARE FILING IS NOT REQUIRED.

    TY 2020 GeneralExplanationAttachment
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Identifier Return Reference Explanation
    VALUATION METHOD OF OTHER INVESTMENT STATEMENT 8 IN ORDER TO DETERMINE THE BOOK VALUE OF THE OTHERINVESTMENTS, THE FOLLOWING FORMULA WAS USED: BEGINNING BOOK VALUE PLUS: CAPITAL CONTRIBUTIONS MADE FROM 10/1/20 - 9/30/21 PLUS/LESS: NET INCOME/LOSS ON K-1 FROM 1/1/20 - 12/31/20 LESS: DISTRIBUTIONS RECEIVED FROM 10/1/20 - 9/30/21 EQUALS ENDING BOOK VALUE
    BOOK VALUE ADJUSTMENT PART II, LINE 10 B AN ADJUSTMENT OF $155,836 HAS BEEN MADE TO DECREASE THE BEGINNING BOOK VALUE OF OTHER INVESTMENTS, SPECIFICALLY THE VARIOUS PARTNERSHIP INVESTMENTS, ON PART II, LINE 13. THE CAPITAL ACCOUNT ON THE K-1S FROM THE PARTNERSHIPS HAS BEEN REVISED TO REFLECT THE FOUNDATION'S CAPITAL ACCOUNT ON TAX BASIS. THE ADJUSTMENT MADE TO THE BEGINNING BOOK VALUE WAS MADE IN ORDER TO MATCH THE BOOK VALUE TO THE TAX BASIS.
    BALANCE SHEET ADJUSTMENT PART II, LINE 15 AN ADJUSTMENT OF $150,000 HAS BEEN MADE TO INCREASE RETAINED EARNINGS IN 2020 FOR RECLASSIFYING PAYMENTS MADE TO PRIME IMPACT FUND I FROM GRANTS & CONTRIBUTIONS REPORTED ON PART I , LINE 25 TO OTHER INVESTMENTS REPORTED ON PART II, LINE 15.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - KAHN BROTHERS 15,103,859 20,735,524
    INVESTMENTS - FIDELITY 2,748 4,100

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT - VCFA VENTURE V FMV 16,685 118,559

    TY 2020 LegalFeesSchedule
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 4,000 0 0 4,000


    TY 2020 OtherAssetsSchedule
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ISRAEL PROPERTY 35,000 35,000 35,000
    PRIME IMPACT LOAN FUND I LLC   200,000 200,000


    TY 2020 OtherDecreasesSchedule
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Description Amount
    ADJ TO BOOK VALUE- STATEMENT 14 155,836


    TY 2020 OtherExpensesSchedule
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 105,225 105,225 0 0
    ADMINISTRATIVE EXPENSES 290 0 0 290
    PORTFOLIO DEDUCTIONS SUBJECT TO 2% AGI FROM FLOW-THROUGH ENTITIES 11,833 11,833 0 0
    DELAWARE CORP TAX 25 25 0 0
    VCFA VENTURE PARTNERS V LP- OTHER INCOME 2 2 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Description Amount
    PRIME IMPACT LOAN FUND I LLC ADJUSTMENT- STATEMENT 16 150,000


    TY 2020 OtherLiabilitiesSchedule
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCHANGE- VCFA V 0 136,320


    TY 2020 TaxesSchedule
    Name:
    HELEN & WILLIAM MAZER FOUNDATION
    EIN:
    02-0511160
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT 1,367 1,367 0 0
    FOREIGN TAXES PAID 2 2 0 0