Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE RICHARDSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO FER CO 129 MAPLE AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KATONAH, NY105363722
A Employer identification number

13-3440317
B Telephone number (see instructions)

(212) 490-5930
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$5,574,285J 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) 786,606
2 Check bullet.............
3 Interest on savings and temporary cash investments 85 85  
4 Dividends and interest from securities... 103,764 103,764  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 62,010
b Gross sales price for all assets on line 6a 3,465,650
7 Capital gain net income (from Part IV, line 2)... 607,932
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........ 952,465 711,781  
Operating and Administrative Expenses 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)....... Click to see attachment 1,600 800   800
c Other professional fees (attach schedule).... Click to see attachment 35,778 35,778   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,905 319   250
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.......... 52,283 36,897   1,050
25 Contributions, gifts, grants paid....... 1,106,902 1,106,902
26 Total expenses and disbursements. Add lines 24 and 25 1,159,185 36,897   1,107,952
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -206,720
b Net investment income (if negative, enter -0-) 674,884
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 21,220 25,867 25,867
2 Savings and temporary cash investments......... 22,975 124,796 124,796
3 Accounts receivable bullet5,612
Less: allowance for doubtful accounts bullet   7,918 5,612 5,612
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)....... 4,109,124 Click to see attachment3,798,242 5,418,010
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,161,237 3,954,517 5,574,285
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,161,237 3,954,517
29 Total net assets or fund balances (see instructions)..... 4,161,237 3,954,517
30 Total liabilities and net assets/fund balances (see instructions). 4,161,237 3,954,517
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
4,161,237
2
Enter amount from Part I, line 27a .....................
2
-206,720
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,954,517
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,954,517
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 1,354 SHS AIMMUNE THERAPEUTICS INC COM P 2018-06-11 2020-09-16
b 851 SHS AIMMUNE THERAPEUTICS INC COM P 2018-06-12 2020-09-16
c 654 SHS AIMMUNE THERAPEUTICS INC COM P 2018-10-11 2020-09-16
d 411 SHS AIMMUNE THERAPEUTICS INC COM P 2019-09-10 2020-09-16
e 9,894.406 SHS ALLIANCE BERNSTEIN INCOME ADV P 2019-02-26 2020-08-27
2,785.358 SHS ALLIANCE BERNSTEIN INCOME ADV P 2019-02-26 2020-03-23
9,920.119 SHS ALLIANCE BERNSTEIN INCOME ADV P 2019-03-22 2020-03-23
65.869 SHS ALLIANCE BERNSTEIN INCOME ADV P 2019-03-29 2020-03-23
28 SHS ALPHABET INC CL C P 2015-08-25 2020-12-03
17 SHS AMAZON COM INC P 2016-06-24 2020-12-03
1,188 SHS APOLLO GLOBAL MANAGEMENT INC P 2020-11-02 2020-12-29
332 SHS CIGNA CORP P 2019-05-23 2020-03-23
330 SHS CIGNA CORP P 2019-05-31 2020-03-23
1,191 SHS COMCAST CORP (NEW) CLASS A P 2017-07-13 2020-11-11
887 SHS COMCAST CORP (NEW) CLASS A P 2018-10-05 2020-11-11
410 SHS COMCAST CORP (NEW) CLASS A P 2018-10-29 2020-11-11
5,513 SHS CORBUS PHARMACEUTICALS HLDGS I P 2017-11-01 2020-09-08
2,826 SHS CORBUS PHARMACEUTICALS HLDGS I P 2018-06-21 2020-09-08
6,069 SHS CORBUS PHARMACEUTICALS HLDGS I P 2018-10-05 2020-09-08
99 SHS CROWN CASTLE INTL CORP P 2016-09-02 2020-12-03
101 SHS CROWN CASTLE INTL CORP P 2016-10-05 2020-12-03
339 SHS CROWN CASTLE INTL CORP P 2016-11-02 2020-12-03
51 SHS CROWN CASTLE INTL CORP P 2017-07-21 2020-12-03
264 SHS CROWN CASTLE INTL CORP P 2016-09-02 2020-08-27
4509.504 SHS E V ADV FLOATING RATE I P 2019-02-26 2020-08-27
4520.56 SHS E V ADV FLOATING RATE I P 2019-02-26 2020-08-04
43.168 SHS E V ADV FLOATING RATE I P 2019-03-29 2020-08-27
6045.228 SHS E V SHT DURATION GOVT INC I P 2018-12-13 2020-08-12
52.95 SHS E V SHT DURATION GOVT INC I P 2018-12-31 2020-08-12
194 SHS FACEBOOK INC CL-A P 2018-07-26 2020-12-03
542 SHS FIRST TRUST SENIOR LOAN FUND P 2016-08-08 2020-08-27
637 SHS FIRST TRUST SENIOR LOAN FUND P 2016-08-09 2020-08-27
2392.715 SHS GQG PARTNERS EMRG MKTS EQ INS P 2018-03-09 2020-04-20
3328.993 SHS GQG PARTNERS EMRG MKTS EQ INS P 2018-04-04 2020-04-20
1235.006 SHS GQG PARTNERS EMRG MKTS EQ INS P 2018-08-20 2020-04-20
3538.872 SHS GQG PARTNERS EMRG MKTS EQ INS P 2018-08-20 2020-04-20
437.47 SHS GQG PARTNERS EMRG MKTS EQ INS P 2018-10-31 2020-04-20
1023.554 SHS GQG PARTNERS EMRG MKTS EQ INS P 2019-04-03 2020-04-20
570 SHS HONEYWELL INTERNATIONAL INC P 2015-08-24 2020-03-20
39 SHS HONEYWELL INTERNATIONAL INC P 2018-10-11 2020-03-20
1,203 SHS INVESCO INTL BUYBACK ACHIEVERS P 2016-06-06 2020-03-23
346 SHS INVESCO INTL BUYBACK ACHIEVERS P 2016-06-08 2020-03-23
895 SHS INVESCO INTL BUYBACK ACHIEVERS P 2016-06-09 2020-03-23
268 SHS INVESCO INTL BUYBACK ACHIEVERS P 2018-07-27 2020-03-23
303 SHS INVESCO INTL BUYBACK ACHIEVERS P 2018-10-11 2020-03-23
329 SHS IQVIA HOLDINGS INC P 2017-08-14 2020-03-23
135 SHS IQVIA HOLDINGS INC P 2017-11-09 2020-03-23
195 SHS IQVIA HOLDINGS INC P 2018-10-29 2020-03-23
3,745 SHS ISHARES EDGE MSCI MUL INTL ETF P 2019-04-05 2020-03-23
5 SHS ISHARES EDGE MSCI US MOMENTUM P 2018-07-27 2020-08-27
440 SHS ISHARES FACTORSELECT MSCI EM P 2019-04-03 2020-03-23
66 SHS ISHARES FACTORSELECT MSCI EM P 2018-08-22 2020-03-23
2,207 SHS ISHARES FACTORSELECT MSCI EM P 2018-08-24 2020-03-23
167 SHS ISHARES FACTORSELECT MSCI EM P 2018-10-11 2020-03-23
50 SHS ISHARES MSCI EAFE GRWTH ETF P 2014-02-24 2020-03-23
83 SHS ISHARES MSCI EAFE GRWTH ETF P 2015-01-13 2020-03-23
45 SHS ISHARES MSCI EAFE GRWTH ETF P 2015-01-28 2020-03-23
355 SHS ISHARES MSCI EAFE GRWTH ETF P 2015-03-16 2020-03-23
79 SHS ISHARES MSCI EAFE GRWTH ETF P 2018-07-27 2020-03-23
20 SHS ISHARES S&P MIDCAP 400 INDEX P 2019-04-03 2020-03-23
632 SHS ISHARES S&P MIDCAP 400 INDEX P 2018-11-27 2020-03-23
140 SHS KINDER MORGAN INCORP P 2017-12-08 2020-02-27
1,032 SHS KINDER MORGAN INCORP P 2017-12-11 2020-02-27
36 SHS KINDER MORGAN INCORP P 2017-12-12 2020-02-27
2 007 SHS KINDER MORGAN INCORP P 2018-02-12 2020-02-27
520 SHS KINDER MORGAN INCORP P 2018-10-29 2020-02-27
417 SHS KRANESH BOSERA MSCI CHINA A P 2019-11-15 2020-11-02
229 SHS ONEOK INC P 2017-12-08 2020-03-23
278 SHS ONEOK INC P 2017-12-11 2020-03-23
575 SHS ONEOK INC P 2019-01-03 2020-03-23
2,088 SHS PLAINS GP HLDGS L P P 2018-10-01 2020-02-27
200 SHS PLAINS GP HLDGS L P P 2018-10-29 2020-02-27
744 SHS PLAINS GP HLDGS L P P 2019-01-03 2020-02-27
1,272 SHS RAYTHEON TECHNOLOGIES CORP P 2020-03-30 2020-05-11
0.466 SHS RAYTHEON TECHNOLOGIES CORP P 2020-03-30 2020-04-03
2,789 SHS STARWOOD PROPERTY TRUST INC P 2020-03-27 2020-08-21
3,323 SHS STARWOOD PROPERTY TRUST INC P 2016-03-18 2020-08-21
256 SHS THERMO FISHER SCIENTIFIC P 2016-01-12 2020-03-23
169 SHS VANGUARD INFO TECH ETF P 2015-01-13 2020-08-27
1,004 SHS VERIZON COMMUNICATIONS P 2017-07-13 2020-10-21
722 SHS VERIZON COMMUNICATIONS P 2018-10-05 2020-10-21
279 SHS VERIZON COMMUNICATIONS P 2019-04-03 2020-10-21
980 SHS VERIZON COMMUNICATIONS P 2017-07-13 2020-08-27
297 SHS WALT DISNEY CO HLDG CO P 2019-03-28 2020-02-25
121 SHS WALT DISNEY CO HLDG CO P 2016-04-20 2020-02-25
410 SHS WALT DISNEY CO HLDG CO P 2018-05-10 2020-02-25
343 SHS WISDOMTREE TR CHINADIV EX FI P 2018-08-16 2020-08-27
324 SHS WISDOMTREE TR CHINADIV EX FI P 2018-08-22 2020-08-27
95 SHS WISDOMTREE TR CHINADIV EX FI P 2018-10-11 2020-08-27
513 SHS WISDOMTREE TR US MIDCAP FUND P 2014-02-26 2020-03-12
99 SHS WISDOMTREE TR US MIDCAP FUND P 2015-01-28 2020-03-12
2,448 SHS WISDOMTREE TR US MIDCAP FUND P 2017-01-25 2020-03-12
203 SHS WISDOMTREE US SMALLCAP DIV FND P 2019-04-03 2020-03-06
2,670 SHS WISDOMTREE US SMALLCAP DIV FND P 2013-05-14 2020-03-06
113 SHS WISDOMTREE US SMALLCAP DIV FND P 2014-02-24 2020-03-06
615 SHS WISDOMTREE US SMALLCAP DIV FND P 2018-10-11 2020-03-06
30 SHS AMAZON.COM D 2020-07-15 2020-07-15
30 SHS AMAZON.COM D 2020-12-09 2020-12-09
70 SHS BLACKROCK, INC D 2020-12-09 2020-12-09
500 SHS DATADOG INC D 2020-09-04 2020-09-04
250 SHS DOCUSIGN D 2020-09-04 2020-09-04
200 SHS JOHNSON & JOHNSON D 2020-02-25 2020-02-25
1,000 SHS JOHNSON & JOHNSON D 2020-04-22 2020-04-22
300 SHS JOHNSON & JOHNSON D 2020-12-09 2020-12-09
1,000 SHS MONGODB, INC D 2020-04-17 2020-04-17
250 SHS MONGODB, INC D 2020-09-04 2020-09-04
250 SHS PAYPAL HOLDINGS, INC D 2020-12-09 2020-12-09
SECURITY SETTLEMENTS P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 46,443   41,614 4,829
b 29,190   26,346 2,844
c 22,433   16,464 5,969
d 14,098   8,994 5,104
e 79,452   75,474 3,978
19,860   21,246 -1,386
70,730   76,166 -5,436
470   507 -37
51,257   17,252 34,005
54,431   12,076 42,355
57,243   45,393 11,850
43,602   49,737 -6,135
43,339   48,845 -5,506
56,636   46,609 10,027
42,180   30,739 11,441
19,497   14,944 4,553
12,482   38,041 -25,559
6,398   16,522 -10,124
13,741   41,386 -27,645
16,587   9,200 7,387
16,922   8,674 8,248
56,797   29,037 27,760
8,545   4,804 3,741
42,669   24,642 18,027
45,321   48,567 -3,246
44,934   48,686 -3,752
434   462 -28
49,087   49,450 -363
430   433 -3
54,901   34,329 20,572
25,070   26,183 -1,113
29,465   30,809 -1,344
27,755   34,072 -6,317
38,616   45,208 -6,592
14,326   14,684 -358
41,051   42,077 -1,026
5,075   4,698 377
11,873   12,907 -1,034
66,703   52,425 14,278
4,564   5,946 -1,382
24,168   33,407 -9,239
6,951   9,705 -2,754
17,980   24,895 -6,915
5,384   9,825 -4,441
6,087   9,682 -3,595
27,734   29,732 -1,998
11,380   13,827 -2,447
16,438   23,854 -7,416
66,060   100,441 -34,381
754   572 182
13,561   19,156 -5,595
2,034   2,932 -898
68,018   97,814 -29,796
5,147   6,595 -1,448
3,137   3,575 -438
5,207   5,461 -254
2,823   3,041 -218
22,272   24,731 -2,459
4,956   6,416 -1,460
2,431   3,841 -1,410
76,825   116,001 -39,176
2,776   2,414 362
20,463   18,373 2,090
714   635 79
39,797   33,786 6,011
10,311   8,624 1,687
17,095   13,011 4,084
4,371   11,014 -6,643
5,306   13,631 -8,325
10,974   28,863 -17,889
29,171   47,071 -17,900
2,794   3,929 -1,135
10,394   14,710 -4,316
73,058   75,776 -2,718
29   28 1
42,866   35,273 7,593
51,074   62,979 -11,905
65,145   34,985 30,160
54,855   17,664 37,191
57,320   43,686 13,634
41,220   39,591 1,629
15,929   16,385 -456
58,404   42,642 15,762
38,105   32,938 5,167
15,524   12,371 3,153
52,603   41,674 10,929
39,193   24,572 14,621
37,022   24,184 12,838
10,855   6,014 4,841
14,176   14,969 -793
2,736   2,996 -260
67,647   85,926 -18,279
4,697   5,655 -958
61,782   52,385 9,397
2,615   2,520 95
14,231   17,361 -3,130
90,798   22,523 68,275
93,061   22,523 70,538
48,954   5,765 43,189
38,464   20,407 18,057
52,739   31,225 21,514
28,998   7,336 21,662
153,141   24,780 128,361
45,743   7,434 38,309
150,243   84,253 65,990
51,675   21,063 30,612
52,723   20,623 32,100
38     38
9,867     9,867
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       4,829
b       2,844
c       5,969
d       5,104
e       3,978
      -1,386
      -5,436
      -37
      34,005
      42,355
      11,850
      -6,135
      -5,506
      10,027
      11,441
      4,553
      -25,559
      -10,124
      -27,645
      7,387
      8,248
      27,760
      3,741
      18,027
      -3,246
      -3,752
      -28
      -363
      -3
      20,572
      -1,113
      -1,344
      -6,317
      -6,592
      -358
      -1,026
      377
      -1,034
      14,278
      -1,382
      -9,239
      -2,754
      -6,915
      -4,441
      -3,595
      -1,998
      -2,447
      -7,416
      -34,381
      182
      -5,595
      -898
      -29,796
      -1,448
      -438
      -254
      -218
      -2,459
      -1,460
      -1,410
      -39,176
      362
      2,090
      79
      6,011
      1,687
      4,084
      -6,643
      -8,325
      -17,889
      -17,900
      -1,135
      -4,316
      -2,718
      1
      7,593
      -11,905
      30,160
      37,191
      13,634
      1,629
      -456
      15,762
      5,167
      3,153
      10,929
      14,621
      12,838
      4,841
      -793
      -260
      -18,279
      -958
      9,397
      95
      -3,130
      68,275
      70,538
      43,189
      18,057
      21,514
      21,662
      128,361
      38,309
      65,990
      30,612
      32,100
      38
      9,867
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 2 607,932
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 9,381
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 9,381
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 9,381
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 13,473
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 13,473
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,092
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,092 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletFRANK E RICHARDSON Telephone no.bullet (212) 490-5930

    Located atbulletC/O FER CO 129 MAPLE AVENUEKATONAHNY ZIP+4bullet105363722
    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
     
     
    ........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
    FRANK E RICHARDSON TRUSTEE
    1.00     		0 0 0
    C/O FER CO 129 MAPLE AVENUE
    KATONAH,NY105363722
    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 THE FOUNDATION DOES NOT PERFORM DIRECT CHARITABLE ACTIVITIES. INSTEAD IT CONTRIBUTES FUNDS TO OTHER CHARITABLE ORGANIZATIONS THAT ARE INVOLVED IN SUCH CHARITABLE ACTIVITIES. 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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,659,143
    b
    Average of monthly cash balances.......................
    1b
    244,836
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,903,979
    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
    4,903,979
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    73,560
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,830,419
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    241,521
    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
    241,521
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,381
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,381
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    232,140
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    232,140
    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
    232,140
    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
    1,107,952
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,107,952
    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
    1,107,952
    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 7 232,140
    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...... 1,186,251
    b From 2016...... 994,022
    c From 2017...... 289,421
    d From 2018...... 139,858
    e From 2019...... 519,338
    fTotal of lines 3a through e........ 3,128,890
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,107,952
    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..... 232,140
    e Remaining amount distributed out of corpus 875,812
    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 4,004,702
    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) ...     		1,186,251
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,818,451
    10 Analysis of line 9:
    a Excess from 2016.... 994,022
    b Excess from 2017.... 289,421
    c Excess from 2018.... 139,858
    d Excess from 2019.... 519,338
    e Excess from 2020.... 875,812
    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).)
    FRANK E RICHARDSON
    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 FOR OXFORD INC
    500 FIFTH AVENUE
    NEW YORK,NY10110     		NONE PUBLIC CHARITY GENERAL FUNDING 50,000
    ANIMAL MEDICAL CENTER
    510 EAST 62 STREET
    NEW YORK,NY10065     		NONE PUBLIC CHARITY GENERAL FUNDING 2,500
    ASPCA GIFT PROCESSING CENTER
    PO BOX 96929
    WASHINGTON,DC20077     		NONE PUBLIC CHARITY GENERAL FUNDING 500
    BARD GRADUATE CENTERBARD COLLEGE
    18 WEST 86 STREET
    NEW YORK,NY10024     		NONE PUBLIC CHARITY GENERAL FUNDING 5,000
    BEDFORD HISTORICAL SOCIETY
    612 OLD POST ROAD
    BEDFORD,NY10506     		NONE PUBLIC CHARITY GENERAL FUNDING 500
    BEDFORD RIDING LANES
    PO BOX 178
    BEDFORD,NY105060178     		NONE PUBLIC CHARITY GENERAL FUNDING 5,500
    BOYS' & GIRLS' CLUB OF EASTON
    210 JONES HOUSTON WAY
    EASTON,PA18042     		NONE PUBLIC CHARITY GENERAL FUNDING 4,000
    CARAMOOR CENTER FOR MUSIC AND THE ARTS
    PO BOX 816
    KATONAH,NY10536     		NONE PUBLIC CHARITY GENERAL FUNDING 5,000
    CITY MEALS ON WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL FUNDING 1,000
    THE COLONIAL WILLIAMSBURG FOUNDATION
    PO BOX 1776
    WILLIAMSBURG,VA23187     		NONE PUBLIC CHARITY GENERAL FUNDING 200
    COMMENTARY
    561 SEVENTH AVENUE FLOOR 16
    NEW YORK,NY10018     		NONE PUBLIC CHARITY GENERAL FUNDING 2,500
    COMMON GOOD
    PO BOX 8536
    NEW YORK,NY101508536     		NONE PUBLIC CHARITY GENERAL FUNDING 5,000
    CORNELL LAB OF ORNITHOLOGY
    PO BOX 37330
    BOONE,IA500374330     		NONE PUBLIC CHARITY GENERAL FUNDING 350
    THE COUNCIL ON FOREIGN RELATIONS
    58 E 68TH STREET
    NEW YORK,NY101310048     		NONE PUBLIC CHARITY GENERAL FUNDING 50,000
    EASTON MAIN STREET INITIATIVE
    325 NORTHAMPTON STREET
    EASTON,PA18042     		NONE PUBLIC CHARITY GENERAL FUNDING 3,000
    THE ECONOMIC CLUB OF NEW YORK
    350 FIFTH AVENUE SUITE 5010
    NEW YORK,NY10118     		NONE PUBLIC CHARITY GENERAL FUNDING 10,000
    EIGHTH CHURCH OF CHRIST SCIENTIST
    103 EAST 77 STREET
    NEW YORK,NY10075     		NONE PUBLIC CHARITY GENERAL FUNDING 10,000
    FEEDING WESTCHESTER
    200 CLEARBROOK ROAD SUITE 160
    ELMSFORD,NY10523     		NONE PUBLIC CHARITY GENERAL FUNDING 1,000
    FIRST CHURCH OF CHRIST SCIENTIST
    PO BOX 239103
    BOSTON,MA021239103     		NONE PUBLIC CHARITY GENERAL FUNDING 3,000
    FISTULA FOUNDATION
    1900 THE ALAMEDA SUITE 500
    SAN JOSE,CA951261427     		NONE PUBLIC CHARITY GENERAL FUNDING 75,000
    FOUNDATION FOR A CIVIL SOCIETY
    25 EAST END AVENUE
    NEW YORK,NY10028     		NONE PUBLIC CHARITY GENERAL FUNDING 1,500
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION
    PO BOX 8478
    PUEBLO,CO810089929     		NONE PUBLIC CHARITY GENERAL FUNDING 250
    THE FRICK COLLECTION
    1 E 70 STREET
    NEW YORK,NY10021     		NONE PUBLIC CHARITY GENERAL FUNDING 1,205
    FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICTS
    966 LEXINGTON AVENUE 3E
    NEW YORK,NY10021     		NONE PUBLIC CHARITY GENERAL FUNDING 500
    THE FUND FOR PARK AVENUE
    445 PARK AVENUE
    NEW YORK,NY10022     		NONE PUBLIC CHARITY GENERAL FUNDING 500
    GENTLE GIANTS DRAFT HORSE RESCUE
    PO BOX 906
    FREDERICK,MD217050906     		NONE PUBLIC CHARITY GENERAL FUNDING 500
    GOULD FARM
    PO BOX 157
    MONTEREY,MA012450157     		NONE PUBLIC CHARITY GENERAL FUNDING 230,000
    HIGH RIDGE HOUSE
    5959 INDEPENDENCE AVENUE
    RIVERDALE,NY104711299     		NONE PUBLIC CHARITY GENERAL FUNDING 1,000
    THE HILL SCHOOL
    717 E HIGH STREET
    POTTSTOWN,PA19464     		NONE PUBLIC CHARITY GENERAL FUNDING 10,000
    HISPANIC SOCIETY OF AMERICA
    613 W 155TH STREET
    NEW YORK,NY10032     		NONE PUBLIC CHARITY GENERAL FUNDING 1,000
    HOSPITAL FOR SPECIAL SURGERY
    PO BOX 30610
    NEW YORK,NY10087     		NONE PUBLIC CHARITY GENERAL FUNDING 7,500
    THE HUMANE SOCIETY OF NEW YORK
    306 E 59 STREET
    NEW YORK,NY10022     		NONE PUBLIC CHARITY GENERAL FUNDING 500
    INSTITUTE OF JUSTICE
    901 N GLEBE ROAD
    ARLINGTON,VA22203     		NONE PUBLIC CHARITY GENERAL FUNDING 1,000
    IVY 1879 FOUNDATION
    43 PROSPECT AVENUE
    PRINCETON,NJ08540     		NONE PUBLIC CHARITY GENERAL FUNDING 2,000
    KATONAH VILLAGE LIBRARY
    26 BEDFORD ROAD
    KATONAH,NY10536     		NONE PUBLIC CHARITY GENERAL FUNDING 500
    MANHATTAN INSTITUTE
    52 VANDERBILT AVENUE
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL FUNDING 4,977
    MEMORIAL SLOAN KETTERING CANCER CENTER
    PO BOX 27106
    NEW YORK,NY100877106     		NONE PUBLIC CHARITY GENERAL FUNDING 5,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY100280198     		NONE PUBLIC CHARITY GENERAL FUNDING 235,000
    THE METROPOLITAN OPERA
    LINCOLN CENTER
    NEW YORK,NY10023     		NONE PUBLIC CHARITY GENERAL FUNDING 19,000
    MOWGLIS SCHOOLHOLT-ELWELL MEMORIAL FDN
    PO BOX 9
    HEBRON,NH03241     		NONE PUBLIC CHARITY GENERAL FUNDING 5,000
    NEIGHBERS LINK
    27 COLUMBUS AVENUE
    MT KISCO,NY10549     		NONE PUBLIC CHARITY GENERAL FUNDING 40,000
    THE NEW CRITERION
    900 BROADWAY
    NEW YORK,NY102110868     		NONE PUBLIC CHARITY GENERAL FUNDING 3,000
    NEW VISIONS FOR PUBLIC SCHOOL
    205 EAST 42 STREET 4TH FLOOR
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL FUNDING 10,000
    NEW YORK CITY BALLET
    20 LINCOLN CENTER
    NEW YORK,NY10023     		NONE PUBLIC CHARITY GENERAL FUNDING 23,250
    NY GENOME CENTER
    101 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		NONE PUBLIC CHARITY GENERAL FUNDING 100,000
    NEW YORK HISTRORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024     		NONE PUBLIC CHARITY GENERAL FUNDING 1,000
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY101330088     		NONE PUBLIC CHARITY GENERAL FUNDING 5,500
    NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		NONE PUBLIC CHARITY GENERAL FUNDING 1,200
    OKLAHOMA CITY REPERTORY THEATRE
    PO BOX 1913
    OKLAHOMA CITY,OK73101     		NONE PUBLIC CHARITY GENERAL FUNDING 10,000
    PATHNORTH
    1717 RHODE ISLAND AVENUE NW 7TH
    FLOOR
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY GENERAL FUNDING 10,000
    PEACEFUL VALLEY DONKEY
    PO BOX 5741
    SAN ANGELO,TX769025741     		NONE PUBLIC CHARITY GENERAL FUNDING 500
    PLANNED PARENTHOOD FEDERATION
    434 WEST 33RD STREET
    NEW YORK,NY10001     		NONE PUBLIC CHARITY GENERAL FUNDING 20,000
    PRINCETON UNIVERSITY
    PO BOX 5357
    PRINCETON,NJ08543     		NONE PUBLIC CHARITY GENERAL FUNDING 5,000
    PROJECT OF EASTON
    320 FERRY STREET
    EASTON,PA18042     		NONE PUBLIC CHARITY GENERAL FUNDING 5,000
    QUIET VALLEY LIVING HISTORICAL FARM
    347 QUIET VALLEY ROAD
    STROUDSBURG,PA18360     		NONE PUBLIC CHARITY GENERAL FUNDING 5,000
    RIPPOWAM CISQUA SCHOOL
    PO BOX 488
    BEDFORD,NY105069989     		NONE PUBLIC CHARITY GENERAL FUNDING 10,000
    ROBIN HOOD FOUNDATION
    826 BROADWAY
    NEW YORK,NY10003     		NONE PUBLIC CHARITY GENERAL FUNDING 35,000
    SAFE HARBOR OF EASTON
    536 BUSHKILL DRIVE
    EASTON,PA18042     		NONE PUBLIC CHARITY GENERAL FUNDING 4,000
    ST BALDRICK'S FOUNDATION
    1333 S MAYFLOWER AVENUE SUITE 400
    MONROVIA,CA91016     		NONE PUBLIC CHARITY GENERAL FUNDING 150
    ST JANE FRANCES DE CHANTAL CHURCH
    4049 HARTLER AVENUE
    EASTON,PA18045     		NONE PUBLIC CHARITY GENERAL FUNDING 820
    SESAME WORKSHOP
    PO BOX 21609
    NEW YORK,NY10087     		NONE PUBLIC CHARITY GENERAL FUNDING 1,000
    SHEFFIELD HISTORICAL SOCIETY
    PO BOX 747
    SHEFFIELD,MA01257     		NONE PUBLIC CHARITY GENERAL FUNDING 500
    TIDES FOUNDATION
    PO BOX 29903
    SAN FRANCISCO,CA94129     		NONE PUBLIC CHARITY GENERAL FUNDING 20,000
    THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN
    NORTH THIRD STREET
    EASTON,PA18042     		NONE PUBLIC CHARITY GENERAL FUNDING 4,000
    VERA INSTITUTE OF JUSTICE
    233 BROADWAY 12TH FLOOR
    NEW YORK,NY10279     		NONE PUBLIC CHARITY GENERAL FUNDING 30,000
    WOUNDED PAW PROJECT
    PO BOX 1886
    MERRIFIELD,VA221169950     		NONE PUBLIC CHARITY GENERAL FUNDING 1,000
    Total .................................bullet 3a 1,106,902
    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 85  
    4 Dividends and interest from securities....     14 103,764  
    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 62,010  
    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).. 0 165,859 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    165,859
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE RICHARDSON FOUNDATION
     
    Employer identification number

    13-3440317
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    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
    Special Rules
    ......... 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
    THE RICHARDSON FOUNDATION
          		Employer identification number
    13-3440317
    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
    FRANK E RICHARDSON
    C/O FER CO 129 MAPLE AVENUE
     
    KATONAH, NY105363722

    		$ 786,606


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (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
    THE RICHARDSON FOUNDATION
          		Employer identification number

    13-3440317
    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
    		 30 SHS AMAZON.COM $ 91,073 2020-07-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 30 SHS AMAZON.COM $ 93,936 2020-12-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 70 SHS BLACKROCK, INC $ 49,454 2020-12-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS DATADOG INC $ 39,003 2020-09-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 250 SHS DOCUSIGN $ 55,024 2020-09-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,000 SHS JOHNSON & JOHNSON $ 153,365 2020-04-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE RICHARDSON FOUNDATION
          		Employer identification number

    13-3440317
    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
    		 300 SHS JOHNSON & JOHNSON $ 45,789 2020-12-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,000 SHS MONGODB, INC $ 152,535 2020-04-17
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 250 SHS MONGODB, INC $ 52,903 2020-09-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 250 SHS PAYPAL HOLDINGS, INC $ 53,524 2020-12-09
    (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
    THE RICHARDSON FOUNDATION
          		Employer identification number

    13-3440317
    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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE RICHARDSON FOUNDATION
    EIN:
    13-3440317
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 1,600 800   800

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE RICHARDSON FOUNDATION
    EIN:
    13-3440317
    Name of Stock End of Year Book Value End of Year Fair Market Value
    438 SHS ALIBABA GROUP HLDG LTD 104,523 101,936
    100 SHS ALPHABET INC CL C 67,588 175,188
    65 SHS AMAZON COM INC 48,547 211,700
    4,326 SHS AMERICAN CAMPUS CMMTYS INC 145,962 185,023
    6,980 SHS BLACKSTONE MTG TRUST INC CL A 156,829 192,159
    55 SHS BOOKING HOLDINGS INC 92,939 122,500
    3,456 SHS CARNIVAL CP NEW PAIRED COM 78,618 74,857
    541 SHS CIGNA CORP 95,061 112,625
    2,031 SHS CITIGROUP INC NEW 93,608 125,231
    764 SHS DANAHER CORPORATION 42,369 169,715
    439 SHS ESTEE LAUDER CO INC CL A 95,349 116,857
    642 SHS FACEBOOK INC CL-A 106,614 175,369
    18,866 SHS FALCON MINERALS CORP CL A 115,902 59,428
    845 SHS JPMORGAN CHASE & CO 84,616 107,374
    661 SHS MICROSOFT CORP 64,966 147,020
    3,141 SHS NORWEGIAN CRUISE LINE HLDG LTD 78,502 79,876
    499 SHS SALESFORCE.COM, INC. 69,914 111,042
    475 SHS STRYKER CORP 75,078 116,394
    210 SHS THERMO FISHER SCIENTIFIC 28,447 97,814
    497 SHS UNITEDHEALTH GP INC 107,941 174,288
    1,238 SHS VISA INC CL A 98,580 270,788
    4,158 SHS WELLS FARGO & CO NEW 99,859 125,488
    10,131 SHS ARES CAPITAL CORP 144,753 171,113
    7,881 SHS GOLUB CAPITAL BDC INC COM 102,564 111,437
    2,062 SHS ISHARES CORE S&P U.S. GROWTH 115,506 182,879
    1,111 SHS ISHARES EDGE MSCI US MOMENTUM 126,520 179,193
    1,661 SHS ISHARES EDGE MSCI US QLTY FAC 149,912 193,025
    720 SHS ISHARES S&P MIDCAP 400 INDEX 126,787 165,478
    1,120 SHS KRANESH BOSERA MSCI CHINA A 34,944 51,397
    28,752 SHS OAKTREE SPECIALTY LENDING CORP 99,201 160,149
    5,728 SHS PENNANTPARK FLTG RT CAP LTD 66,695 60,316
    9,751 SHS PENNANTPARK INVESTMENT CORP 68,935 44,952
    2,264 SHS PROSHARES TR S&P 500 DV ARIST 132,641 180,848
    6,101 SHS SOLAR CAPITAL LTD 106,096 106,829
    441 SHS VANGUARD INFO TECH ETF 67,095 156,021
    2,419.166 SHS FIDELITY ADV HEALTH CARE 141,376 168,979
    3,630.452 SHS FRANKLIN INTL GROWTH ADV 67,744 78,381
    6,008.832 SHS GQG PARTNERS EMRG MKTS EQ INS 95,661 107,859
    200,000 SHS UP WORLDQUANT - FOUNDERS 200,000 246,482

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE RICHARDSON FOUNDATION
    EIN:
    13-3440317
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 35,778 35,778   0


    TY 2020 SubstantialContributorsSch
    Name:
    THE RICHARDSON FOUNDATION
    EIN:
    13-3440317
    Name Address
    FRANK E RICHARDSON 245 PARK AVENUE 41ST FLOOR
    NEW YORK,NY10167


    TY 2020 TaxesSchedule
    Name:
    THE RICHARDSON FOUNDATION
    EIN:
    13-3440317
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX 14,336 0   0
    FOREIGN TAX WITHHELD 319 319   0
    NEW YORK FILING FEE 250 0   250