TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
JAY E & WENDY G BIRNBAUM FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)26 CHEYENNE DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MONTVILLE, NJ07045

A Employer identification number

47-7235756

B Telephone number (see instructions)

(973) 335-6369

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,895,938J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	409,754
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	35,131		35,131
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		19,982
b	Gross sales price for all assets on line 6a 880,868
7	Capital gain net income (from Part IV, line 2)...			19,982
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........	464,867		55,113
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		3,650	1,825	0
c	Other professional fees (attach schedule)....		9,066	9,066	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	12,716		10,891	0
25	Contributions, gifts, grants paid.......	75,004			75,004
26	Total expenses and disbursements. Add lines 24 and 25	87,720		10,891	75,004
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	377,147
b	Net investment income (if negative, enter -0-)			44,222
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	16,687	152,447	152,447
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	106,522	33,262	36,110
	b	Investments—corporate stock (attach schedule).......	926,845	1,049,634	1,377,940
	c	Investments—corporate bonds (attach schedule).......	332,141	324,681	329,441
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,382,195	1,560,024	1,895,938
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	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	1,382,195	1,560,024
	29	Total net assets or fund balances (see instructions).....	1,382,195	1,560,024
	30	Total liabilities and net assets/fund balances (see instructions).	1,382,195	1,560,024

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,382,195

Enter amount from Part I, line 27a .....................

377,147

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

1,759,342

Decreases not included in line 2 (itemize) bullet

199,318

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,560,024

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	ARCONIC CORP: ARNC	P	2020-02-20	2020-04-01
b	ALLY FINL INC: ALLY	P	2019-10-17	2020-04-28
c	ARCONIC CORP: ARNC	P	2020-02-20	2020-04-28
d	LENNAR CORP: LEN	P	2019-10-17	2020-04-28
e	PULTEGROUP INC: PHM	P	2020-02-20	2020-04-28
	DFA REAL ESTATE SECURITIES: DFREX	P	2019-12-24	2020-06-08
	ISHARES CORE S&P SMALL CAP ETF: IJR	P	2020-02-18	2020-06-08
	XEROX HOLDINGS CORP	P	2019-12-23	2020-07-07
	CARLYLE GROUP INC	P	2020-02-20	2020-07-31
	M D U RESOURCES GRP	P	2019-12-23	2020-07-31
	VANGUARD INTERM-TERM INVESTMENT	P	2020-06-02	2020-07-31
	SEPTEMBER SHORT TERM SALES - SEE STATEMENT FOR DETAIL	P		2020-12-31
	DECEMBER LONG TERM SALES - SEE STATEMENT FOR DETAILS	P		2020-12-31
	DFA EMERGING MKTS: DFEVX	P	2015-10-23	2020-02-18
	SCHWAB FUNDAMENTAL US: SFSNX	P		2020-02-18
	CHEVRON CORP: CVX	P	2015-10-23	2020-02-20
	DANAHER CORP: DHR	P	2016-09-20	2020-02-20
	FORD MOTOR CO: F	P	2015-10-23	2020-02-20
	LINCOLN NTNL CO: LNC	P	2015-10-23	2020-02-20
	OLD REPUBLIC INTL CO: ORI	P	2016-10-28	2020-02-20
	ON SEMICONDUCTOR CO: ON	P	2018-03-16	2020-02-20
	CARNIVAL CORP: CCL	P	2017-05-30	2020-03-19
	DELTA AIR LINES INC: DAL	P	2015-10-23	2020-03-19
	UNITED AIRLINES HLDGS: UAL	P	2017-07-26	2020-03-19
	CANON INC: CAJ	P	2017-12-29	2020-03-23
	CANON INC: CAJ	P	2017-12-29	2020-03-23
	CANON INC: CAJ	P	2017-12-29	2020-03-23
	HUNTSMAN CORP: HUN	P	2017-12-29	2020-03-23
	MANPOWERGROUP: MAN	P	2017-10-06	2020-03-23
	MICROSOFT CORP: MSFT	P	2018-12-21	2020-03-23
	OSHKOSH CORP: OSK	P	2019-03-11	2020-03-23
	PVH CORP: PVH	P	2016-12-15	2020-03-23
	TOYOTA MOTOR CORP: TM	P	2015-10-23	2020-03-23
	DFA EMERGING MKTS: DFEVX	P		2020-04-08
	GLOBAL X MLP & ENERGY: MLPX	P		2020-04-08
	GLOBAL X MLP & ENERGY: MLPX	P	2019-03-26	2020-04-08
	CANON INC: CAJ	P		2020-04-28
	GRIFOLS SA: GRFS	P	2018-07-02	2020-04-28
	REINSURANCE GP AMER: RGA	P	2015-10-23	2020-04-28
	TOYOTA MOTOR CORP: TM	P	2015-10-23	2020-04-28
	BLACKROCK STRAT: BSIIX	P	2015-10-23	2020-06-02
	DFA INSTL SMALL CAP VALUE PORT INSTL: DISVX	P	2015-10-23	2020-06-02
	DFA INSTL SMALL CO PORT INSTL: DFISX	P		2020-06-02
	PIMCO DYNAMIC BOND INST: PFUIX	P	2019-05-29	2020-06-02
	UST INFL IDX: 912828UH1	P		2020-06-02
	UST INFL IDX: 912828Q60	P	2018-06-06	2020-06-02
	LIST INFL IDX: 912828X39	P	2018-06-06	2020-06-02
	VANGUARD SHORT TERM INVESTMENT GRADE FUND ADMIRAL: VFSUX	P		2020-06-02
	VANGUARD SHORT TERM CORP BD INDEX ADMIRAL: VSCSX	P		2020-06-02
	ISHARES CORE MSCI EMERGING ETF: IEMG	P	2019-01-08	2020-06-08
	SCHWAB FUNDAMENTAL INTL LARGE CO INDEX: SFNNX	P	2015-10-23	2020-06-08
	VANGUARD SHORT TERM INVESTMENT GRADE FUND ADMIRAL: VFSUX	P	2015-10-23	2020-06-08
	APPLE INC	P	2015-12-23	2020-07-07
	MICROSOFT CORP	P	2018-12-21	2020-07-07
	PRUDENTIAL FINL	P	2018-04-01	2020-07-07
	REINSRUANCE GP AMER	P	2015-10-23	2020-07-07
	ROYAL DUTCH SHELL	P	2017-03-22	2020-07-07
	TOTAL S A DISC	P	2016-05-27	2020-07-07
	AUGUST LONG TERM SALES - SEE STATEMENTS FOR DETAIL	P
	SEPTEMBER LONG TERM SALES - SEE STATEMENTS FOR DETAIL	P
	OCTOBER LONG TERM SALES - SEE STATEMENT FOR DETAILS	P
	NOVEMBER LONG TERM SALES - SEE STATEMENT FOR DETAILS	P
	DECEMBER LONG TERM SALES - SEE STATEMENT FOR DETAILS	P
	CASH IN LIEU	P
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4	11	-7
b	2,449	4,582	-2,133
c	178	423	-245
d	3,928	4,893	-965
e	2,532	4,018	-1,486
	4,000	4,182	-182
	4,003	4,003	0
	2,116	5,164	-3,048
	4,079	4,621	-542
	2,131	3,033	-902
	3,000	2,926	74
	12,933	11,585	1,348
	4,131	3,043	1,088
	26,000	22,006	3,994
	44,702	40,303	4,399
	6,080	5,021	1,059
	2,928	1,385	1,543
	2,534	4,945	-2,411
	2,459	2,095	364
	3,376	2,403	973
	2,231	2,805	-574
	1,178	7,361	-6,183
	3,630	8,430	-4,800
	698	2,167	-1,469
	1,009	1,870	-861
	1,009	1,870	-861
	1,998	3,703	-1,705
	2,664	6,892	-4,228
	3,001	7,075	-4,074
	1,609	1,193	416
	2,906	4,681	-1,775
	434	1,409	-975
	1,659	1,890	-231
	27,499	28,422	-923
	10,096	20,166	-10,070
	13,120	26,207	-13,087
	3,869	6,095	-2,226
	2,119	2,186	-67
	3,148	2,762	386
	3,777	3,780	-3
	23,216	23,574	-358
	10,000	12,806	-2,806
	15,000	16,965	-1,965
	18,258	19,000	-742
	39,590	39,061	529
	34,658	34,661	-3
	3,193	3,169	24
	40,000	39,330	670
	112,503	110,000	2,503
	4,014	3,947	67
	12,000	12,433	-433
	3,000	2,941	59
	2,251	714	1,537
	2,955	1,392	1,563
	4,650	5,706	-1,056
	2,384	3,144	-760
	3,439	5,527	-2,088
	3,874	4,881	-1,007
	32,351	31,241	1,110
	172,057	174,012	-1,955
	4,000	4,431	-431
	4	2	2
	113,723	40,343	73,380
	23		23
	2,508		2,508

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			-7
b			-2,133
c			-245
d			-965
e			-1,486
			-182
			0
			-3,048
			-542
			-902
			74
			1,348
			1,088
			3,994
			4,399
			1,059
			1,543
			-2,411
			364
			973
			-574
			-6,183
			-4,800
			-1,469
			-861
			-861
			-1,705
			-4,228
			-4,074
			416
			-1,775
			-975
			-231
			-923
			-10,070
			-13,087
			-2,226
			-67
			386
			-3
			-358
			-2,806
			-1,965
			-742
			529
			-3
			24
			670
			2,503
			67
			-433
			59
			1,537
			1,563
			-1,056
			-760
			-2,088
			-1,007
			1,110
			-1,955
			-431
			2
			73,380
			23
			2,508

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	19,982
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	615
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	615
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	615
6	Credits/Payments:

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

7	Total credits and payments. Add lines 6a through 6d..............		7	416
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	199
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

TRUSTEES Telephone no. bullet

(973) 335-6369

Located at bullet

26 CHEYENNE DRIVEMONTVILLENJ ZIP+4 bullet

07045

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
JAY E BIRNBAUM	TRUSTEE 1.00	0	0	0
26 CHEYENNE DRIVE MONTVILLE,NJ07045	TRUSTEE 1.00	0	0	0
WENDY G BIRNBAUM	TRUSTEE 1.00	0	0	0
26 CHEYENNE DRIVE MONTVILLE,NJ07045	TRUSTEE 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (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............. bullet

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......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,365,608

Average of monthly cash balances.......................

23,297

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,388,905

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,388,905

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

20,834

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

1,368,071

Minimum investment return. Enter 5% of line 5..................

68,404

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.)

Minimum investment return from Part X, line 6....................

68,404

Tax on investment income for 2020 from Part VI, line 5......

615

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

615

Distributable amount before adjustments. Subtract line 2c from line 1............

67,789

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

67,789

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

67,789

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

75,004

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

75,004

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

75,004

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)

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					67,789
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......	1,469
d From 2018......	1,856
e From 2019......
fTotal of lines 3a through e........		3,325
4Qualifying distributions for 2020 from Part
XII, line 4: $ 75,004
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.....					67,789
e Remaining amount distributed out of corpus		7,215
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		10,540
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 ......		10,540
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....	1,469
c Excess from 2018....	1,856
d Excess from 2019....
e Excess from 2020....	7,215

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 section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CHABAD CENTER OF NORTHWEST NEW JERSEY ONE TORAH WAY ROCKAWAY,NJ07866	N/A	PC	UNRESTRICTED	2,300
CHARITY WATER 40 WORTH STREET SUITE 330 NEW YORK,NY10013	N/A	PC	UNRESTRICTED	365
EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY,AL36104	N/A	PC	UNRESTRICTED	10,000
FOUNDATION FOR MORRISTOWN MEDICAL CENTER 475 SOUTH STREET 1ST FLOOR MORRISTOWN,NJ07960	N/A	PC	UNRESTRICTED	2,500
INNOCENCE PROJECT 40 WORTH STREET SUITE 330 NEW YORK,NY10013	N/A	PC	UNRESTRICTED	10,000
INTERNATIONAL RESCUE COM (IRC) PO BOX 6068 ALBERT LEA,MN56007	N/A	PC	UNRESTRICTED	3,000
JEWISH FEDERATION OF METROWEST 901 ROUTE 10 PO BOX 929 WHIPPANY,NJ07981	N/A	PC	UNRESTRICTED	6
MAYO PERFORMING ARTS CENTER 100 SOUTH STREET MORRISTOWN,NJ07960	N/A	PC	UNRESTRICTED	11,050
MORRIS ARTS 14 MAPLE AVENUE MORRISTOWN,NJ07960	N/A	PC	UNRESTRICTED	1,000
PINE BROOK JEWISH CENTER 174 CHANGEBRIDGE ROAD MONTVILLE,NJ07045	N/A	PC	UNRESTRICTED	9,783
PLANNED PARENTHOOD PO BOX 97166 WASHINGTON,DC200907166	N/A	PC	UNRESTRICTED	4,500
SAINT JUDE RESEARCH 501 ST JUDE PLACE MEMPHIS,TN38105	N/A	PC	UNRESTRICTED	1,000
SHRINERS HOSPITAL FOR CHILDREN 3551 N BROAD ST PHILADELPHIA,PA19140	N/A	PC	UNRESTRICTED	1,000
SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE LOS ANGELES,CA90035	N/A	PC	UNRESTRICTED	5,500
SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY,AL36104	N/A	PC	UNRESTRICTED	10,000
TRINITY COLLEGE 300 SUMMIT STREET HARTFORD,CT06106	N/A	PC	UNRESTRICTED	2,000
UNIVERSITY OF WISCONSIN US BANK LOCKBOX 78236 MILWAUKEE,WI532780236	N/A	PC	UNRESTRICTED	1,000
Total ................................. 3a				75,004

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	35,131
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	19,982
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		55,113	0

13Total. Add line 12, columns (b), (d), and (e)..................

55,113

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

JAY E & WENDY G BIRNBAUM FOUNDATION

Employer identification number

47-7235756

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization JAY E & WENDY G BIRNBAUM FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	JAY BIRNBAUM 26 CHEYENNE DRIVE MONTVILLE, NJ07045	$ 274,574	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	WENDY BIRNBAUM 26 CHEYENNE DRIVE MONTVILLE, NJ07045	$ 135,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization JAY E & WENDY G BIRNBAUM FOUNDATION		Employer identification number 47-7235756

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	TOTAL OF 4900 VARIOUS SHARES	$ 274,574	2020-12-22
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization JAY E & WENDY G BIRNBAUM FOUNDATION			Employer identification number 47-7235756
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2020 AccountingFeesSchedule

Name:

JAY E & WENDY G BIRNBAUM FOUNDATION

EIN:

47-7235756

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEE	3,650	1,825		0

- TIN:

TY 2020 ExplnOfNonFilingWithAGStmt

Name:

JAY E & WENDY G BIRNBAUM FOUNDATION

EIN:

47-7235756

Statement:

NJ DOES NOT WANT A COPY OF FORM 990PF FILED WITH THE ATTORNEY GENERAL WHEN NO PUBLIC CONTRIBUTIONS ARE SOLICITED.

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

JAY E & WENDY G BIRNBAUM FOUNDATION

EIN:

47-7235756

Name of Bond	End of Year Book Value	End of Year Fair Market Value
EATON VANCE GLOBAL MACRO	3,577	4,085
HOWMET AEROSPACE INC	2,463	2,340
EATON VANCE GLBL MACR AB	39,567	39,701
PIMCO DYNAMIC BOND INST	39,000	41,408
VANGUARD INTERM-TERM INV	146,074	149,991
VANGUARD INTMDT-TERM TRS	47,000	46,308
VANGUARD LONG-TERM TREAS	47,000	45,608

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

JAY E & WENDY G BIRNBAUM FOUNDATION

EIN:

47-7235756

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AT&T INC	6,752	30,859
ABBVIE INC	2,606	3,107
ADOBE INC	2,712	3,001
ALLSTATE CORP	2,735	2,418
ALPHABET INC	20,505	26,290
AMAZON.COM INC	34,809	35,826
AMGEN INC.	2,153	2,069
ANTHEM INC	3,958	8,991
APPLE INC	30,449	50,422
ARCHER-DANIELS-MIDLN	3,898	4,184
ASTRAZENECA PLC F	9,951	23,695
BANK OF AMERICA CORP	1,341	2,455
BERKSHIRE HATHAWAY	8,815	12,289
BOEING CO	3,891	3,853
C A C I INC	6,071	7,231
CATERPILLAR INC	2,773	3,276
CENTENE CORP	3,222	2,941
CGI GROUP INC	4,842	10,231
CIGNA CORP	7,125	7,286
CISCO SYSTEMS INC	3,342	4,430
COGNIZANT TECH SOLUU	12,595	14,095
COMCAST CORP	9,772	31,912
CONCENTRIX	1,427	2,171
CONOCOPHILLIPS	2,151	2,319
CONSOLIDATED EDISON	8,157	7,950
CVS HEALTH CORP	4,502	4,303
D R HORTON CO	3,134	5,927
DANAHER CORP	4,230	12,218
DEXCOM INC	2,569	2,218
DR REDDY S LABORATORIE F	3,021	13,474
EXELON CORP	12,198	14,144
EXXON MOBIL CORP	3,944	4,328
FACEBOOK INC	10,001	15,570
FRONTIER COMM CO	0	1
GENERAL DYNAMICS CO	2,806	2,232
GILEAD SCIENCES INC	8,102	4,370
HARTFORD FINL SVC GP	2,719	2,302
HEWLETT PACKARD ENTE	3,590	3,200
HOME DEPOT INC	4,873	4,781
HP INC	2,888	5,188
IBM CORP	10,650	9,819
INTEL CORPORATION	10,362	12,405
INTERPUBLIC GRP COS	2,676	3,058
JOHNSON & JOHNSON	6,376	8,184
JPMORGAN CHASE & CO	8,942	9,022
KNIGHT SWIFT TRANSPORTAT	2,596	2,593
KROGER CO	2,108	2,033
LAMB WESTON HOLDINGS INC	2,281	8,346
LEIDOS HOLDINGS INC	5,056	10,407
LENNAR CORP	3,884	3,812
LOWES COS INC	3,089	3,050
M D U RESOURCES GRP	5,948	5,321
MANPOWERGROUP	3,903	2,886
MASTERCARD INC	4,833	4,997
MCDONALDS CORP	4,922	4,935
MEDTRONIC PLC	10,897	14,643
METLIFE INC	13,993	13,052
MICRON TECHNOLOGY	11,975	32,327
MICROSOFT CORP	30,976	42,482
MOLSON COORS BREWING	4,849	2,666
MORGAN STANLEY	7,407	11,993
NETFLIX INC	3,941	4,326
NEWMONT CORP	2,928	2,635
NIKE INC	4,277	4,244
NVIDIA CORP	4,869	5,744
ORACLE CORPORATION	8,285	14,038
PACCAR INC	4,693	5,953
PACIFIC GAS AND 6% PFD	0	1,575
PAYPAL HOLDINGS INCORPOR	2,967	3,981
PERSPECTA INC	481	1,445
PFIZER INC.	8,876	10,123
PILGRIMS PRIDE CORP	4,622	3,098
PROCTER & GAMBLE	4,012	4,035
PRUDENTIAL FINANCIAL	2,707	2,889
PUB SVC ENTERPISE GP	0	11,310
QUANTA SERVICES INC	9,165	27,656
REGENERON PHARMS INC	8,536	6,764
RELIANCE STL & ALUMI	6,282	6,227
S&P GLOBAL INC	4,129	4,273
SALESFORCE COM	3,875	3,560
SCIENCE APPLICATIONS	5,294	5,584
SERVICE NOW INC	4,361	4,403
STARBUCKS CORP	3,953	4,065
SYNNEX CORP	1,169	1,792
TARGET CORP	4,511	10,592
TESLA INC	13,373	14,113
TEXTRON INC	4,611	4,301
THE COCA-COLA CO	3,998	4,058
THERMO FISHER SCNTFC	2,297	2,795
TYSON FOOD INC	4,652	6,315
UNITED RENTALS INC	3,062	3,942
UNITEDHEALTH GRP INC	3,354	3,857
VALERO ENERGY CORP	1,990	1,697
VERIZON COMMUNICATN	9,724	21,914
VIATRIS INC	485	637
VISA INC	5,118	5,250
VODAFONE GROUP	0	1,632
WALGREENS BOOTS ALLI	4,740	3,111
WALMART INC	9,241	10,955
WALT DISNEY CO	5,186	5,254
ZIMMER BIOMET HLDGS	2,336	3,082
ISHARES CORE MSCI	90,812	111,238
ISHARES CORE S&P SMALL	55,624	62,216
SCHWAB INTERNATIONAL	24,269	27,080
VANGUARD GROWTH ETF	49,324	76,762
VANGUARD REAL ESTATE	43,997	45,522
DFA INTL REAL ESTAE	30,000	26,636
DFA INTL SMALL CO PORT	23,462	26,583
DFA LARGE CAP INTL PORT	61,371	77,377
MERGER INSTITUTIONAL	39,000	39,666
SCHWAB FUNDAMENTAL INTL	31,323	36,047

- TIN:

TY 2020 InvestmentsGovtObligationsSch

Name:

JAY E & WENDY G BIRNBAUM FOUNDATION

EIN:

47-7235756

US Government Securities - End of Year Book Value:

33,262

US Government Securities - End of Year Fair Market Value:

36,110

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

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

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

JAY E & WENDY G BIRNBAUM FOUNDATION

EIN:

47-7235756

Description	Amount
BASIS ADJUSTMENT	49
BASIS ADJUSTMENT FOR CONTRIBUTED STOCK	199,269

- TIN:

TY 2020 OtherProfessionalFeesSchedule

Name:

JAY E & WENDY G BIRNBAUM FOUNDATION

EIN:

47-7235756

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MANAGEMENT FEES	9,066	9,066		0