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
W P CAREY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)395 9TH AVE 58TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10001
A Employer identification number

13-3597510
B Telephone number (see instructions)

(212) 492-1108
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$559,503,707J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 19,692,199 19,692,199  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,735,794
b Gross sales price for all assets on line 6a 233,820,536
7 Capital gain net income (from Part IV, line 2)... 4,735,794
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)....... Click to see attachment 9,675 9,675  
12 Total. Add lines 1 through 11........ 24,437,668 24,437,668  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,000 0   120,000
14 Other employee salaries and wages...... 4,860 0   4,860
15 Pension plans, employee benefits....... 6,721 0   6,721
16a Legal fees (attach schedule)......... Click to see attachment 101,218 0   101,218
b Accounting fees (attach schedule)....... Click to see attachment 24,447 0   24,447
c Other professional fees (attach schedule).... Click to see attachment 66,058 0   66,058
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 475,806 129,622   11,184
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,072 0   2,072
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 968,360 942,640   25,720
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,769,542 1,072,262   362,280
25 Contributions, gifts, grants paid....... 25,241,801 25,241,801
26 Total expenses and disbursements. Add lines 24 and 25 27,011,343 1,072,262   25,604,081
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,573,675
b Net investment income (if negative, enter -0-) 23,365,406
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............. 531,373 363,179 363,179
2 Savings and temporary cash investments......... 1,163,790 1,327,746 1,327,746
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 77,793,690 Click to see attachment62,346,227 62,346,227
b Investments—corporate stock (attach schedule)....... 491,434,939 Click to see attachment379,025,424 379,025,427
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).......... 11,704,200 Click to see attachment116,441,128 116,441,128
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) 582,627,992 559,503,704 559,503,707
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 582,627,992 559,503,704
29 Total net assets or fund balances (see instructions)..... 582,627,992 559,503,704
30 Total liabilities and net assets/fund balances (see instructions). 582,627,992 559,503,704
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
582,627,992
2
Enter amount from Part I, line 27a .....................
2
-2,573,675
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,797,797
4
Add lines 1, 2, and 3 ..........................
4
588,852,114
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
29,348,410
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
559,503,704
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 U S TREASURY NT 1.625% 2/15/26 P 2019-07-16 2020-02-28
b U S TREASURY NT 1.625% 2/15/26 P 2019-10-07 2020-02-28
c U S TREASURY NT 1.625% 2/15/26 P 2019-10-17 2020-02-28
d U S TREASURY NT 1.625% 2/15/26 P 2019-10-28 2020-02-28
e U S TREASURY NT 1.625% 2/15/26 P 2019-11-18 2020-02-28
U S TREASURY NT 1.625% 2/15/26 P 2020-01-08 2020-02-28
U S TREASURY NT 2.750% 11/15/23 P 2019-03-13 2020-03-09
U S TREASURY NT 2.750% 11/15/23 P 2019-03-14 2020-03-09
U S TREASURY NT 2.750% 11/15/23 P 2019-03-15 2020-03-09
U S TREASURY NT 2.750% 11/15/23 P 2019-03-18 2020-03-09
U S TREASURY NT 2.750% 11/15/23 P 2019-04-15 2020-03-09
U S TREASURY NT 2.750% 11/15/23 P 2019-04-16 2020-03-09
U S TREASURY NT 2.750% 11/15/23 P 2019-04-17 2020-03-09
U S TREASURY NT 1.625% 2/15/26 P 2019-10-07 2020-03-09
U S TREASURY NT 1.625% 2/15/26 P 2019-10-07 2020-03-09
U S TREASURY NT 1.625% 2/15/26 P 2019-10-07 2020-03-09
CARRIER GLOBAL CORPORATION COM P 2020-03-05 2020-04-20
OTIS WORLDWIDE CORP P 2020-03-05 2020-04-20
FREEPORT MCMORAN INC P 2019-06-04 2020-05-05
GENERAL MOTORS CO P 2019-06-04 2020-05-05
FREEPORT MCMORAN INC P 2019-09-30 2020-05-05
GENERAL MOTORS CO P 2019-10-18 2020-05-05
SCHLUMBERGER LTD P 2019-10-18 2020-05-05
WHEATON PRECIOUS METAL CORP P 2020-02-28 2020-05-05
SCHLUMBERGER LTD P 2020-03-03 2020-05-05
GENERAL MOTORS CO P 2020-03-05 2020-05-05
RAYTHEON TECHNOLOGIES CORP COM P 2020-03-05 2020-05-05
BP PLC SPON A D R P 2020-03-09 2020-05-05
CANADIAN NATURAL RESOURCES LTD P 2020-03-09 2020-05-05
GENERAL MOTORS CO P 2020-03-09 2020-05-05
KINROSS GOLD CORP P 2020-03-09 2020-05-05
APPLE INC P 2020-05-05 2020-06-10
BOOKING HOLDINGS INC P 2019-10-18 2020-07-07
AGNICO EAGLE MINES LIMITED P 2020-01-17 2020-07-07
FRANCO NEVADA CORP P 2020-01-17 2020-07-07
ROYAL GOLD INC P 2020-01-17 2020-07-07
AGNICO EAGLE MINES LIMITED P 2020-02-10 2020-07-07
ROYAL GOLD INC P 2020-02-10 2020-07-07
AGNICO EAGLE MINES LIMITED P 2020-02-19 2020-07-07
ROYAL GOLD INC P 2020-02-19 2020-07-07
WHEATON PRECIOUS METAL CORP P 2020-02-28 2020-07-07
BOEING CO THE P 2020-03-05 2020-07-07
FRANCO NEVADA CORP P 2020-03-09 2020-07-07
FRANCO NEVADA CORP P 2020-03-13 2020-07-07
AGNICO EAGLE MINES LIMITED P 2020-05-05 2020-07-07
AUTOMATIC DATA PROCESSING P 2020-05-05 2020-07-07
HOME DEPOT INC P 2020-05-05 2020-07-07
HONEYWELL INTERNATIONAL INC P 2020-05-05 2020-07-07
TJX COMPANIES INC P 2020-05-05 2020-07-07
UNITED PARCEL SERVICE CL B P 2020-05-05 2020-07-07
CHUBB LTD P 2020-05-05 2020-07-07
VIATRIS INC P 2020-07-07 2020-11-30
U S TREASURY NT 1.625% 11/15/22 P 2020-02-28 2020-12-07
SUNCOR ENERGY INC P 2020-05-05 2020-12-10
CHEVRON CORPORATION P 2020-07-07 2020-12-10
CONOCOPHILLIPS P 2020-07-07 2020-12-10
SUNCOR ENERGY INC P 2020-07-07 2020-12-10
PRIMO WATER CORP P 2019-08-14 2020-04-21
BROOKFIELD ASSET MANAGE CL A P 2019-11-14 2020-05-01
GOOSEHEAD INSURANCE INC A P 2019-05-15 2020-05-12
ALARM COM HOLDINGS INC P 2019-11-14 2020-08-12
OLLIES BARGAIN OUTLET HOLDI P 2019-11-14 2020-08-12
ADOBE INC P 2020-05-12 2020-08-12
LIVE NATION ENTERTAINMENT INC P 2020-05-12 2020-11-16
MARRIOTT INTL INC P 2020-05-12 2020-11-16
ALLIANCE DATA SYSTEMS CORP P 2019-11-15 2020-05-18
NU SKIN ENTERPRISES INC - A P 2019-11-15 2020-05-18
SYSTEMAX INC P 2019-11-15 2020-05-18
WORLD ACCEP CORP P 2019-11-15 2020-05-18
ALLIANCE DATA SYSTEMS CORP P 2020-02-18 2020-05-18
NU SKIN ENTERPRISES INC - A P 2020-02-18 2020-05-18
WORLD ACCEP CORP P 2020-02-18 2020-05-18
SYSTEMAX INC P 2019-11-15 2020-08-17
WAYFAIR INC CLASS A P 2019-11-15 2020-08-17
SYSTEMAX INC P 2020-02-18 2020-08-17
WAYFAIR INC CLASS A P 2020-02-18 2020-08-17
YELP INC P 2020-05-18 2020-08-17
CARRIER GLOBAL CORPORATION COM P 2019-03-18 2020-04-20
OTIS WORLDWIDE CORP P 2019-03-18 2020-04-20
WELLS FARGO CO P 2015-10-01 2020-05-05
WELLS FARGO CO P 2015-10-08 2020-05-05
WELLS FARGO CO P 2015-11-24 2020-05-05
WELLS FARGO CO P 2015-11-24 2020-05-05
WELLS FARGO CO P 2015-11-24 2020-05-05
WELLS FARGO CO P 2015-11-24 2020-05-05
WELLS FARGO CO P 2015-11-24 2020-05-05
WELLS FARGO CO P 2015-11-24 2020-05-05
WELLS FARGO CO P 2015-11-24 2020-05-05
WELLS FARGO CO P 2015-11-24 2020-05-05
WELLS FARGO CO P 2015-11-24 2020-05-05
WELLS FARGO CO P 2015-11-24 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-14 2020-05-05
WELLS FARGO CO P 2016-03-18 2020-05-05
WELLS FARGO CO P 2016-03-24 2020-05-05
WELLS FARGO CO P 2016-06-08 2020-05-05
WELLS FARGO CO P 2016-07-15 2020-05-05
ORACLE CORPORATION P 2016-07-18 2020-05-05
WELLS FARGO CO P 2016-08-09 2020-05-05
ORACLE CORPORATION P 2016-08-12 2020-05-05
WELLS FARGO CO P 2016-08-23 2020-05-05
WELLS FARGO CO P 2016-09-27 2020-05-05
AMERICAN INTERNATIONAL GROUP P 2017-10-11 2020-05-05
CITIGROUP INC P 2017-10-11 2020-05-05
COMCAST CORP CLASS A P 2017-10-11 2020-05-05
UNION PACIFIC CORP P 2017-10-11 2020-05-05
FREEPORT MCMORAN INC P 2018-10-17 2020-05-05
FREEPORT MCMORAN INC P 2018-10-22 2020-05-05
FREEPORT MCMORAN INC P 2018-11-19 2020-05-05
NEWMONT CORPORATION P 2019-01-17 2020-05-05
WELLS FARGO CO P 2019-03-14 2020-05-05
WELLS FARGO CO P 2019-03-15 2020-05-05
RAYTHEON TECHNOLOGIES CORP COM P 2019-03-18 2020-05-05
APPLE INC P 2016-06-13 2020-06-10
APPLE INC P 2016-06-13 2020-06-10
APPLE INC P 2016-06-13 2020-06-10
APPLE INC P 2016-06-13 2020-06-10
APPLE INC P 2016-07-25 2020-06-10
APPLE INC P 2016-10-31 2020-06-10
CISCO SYSTEMS INC P 2016-03-21 2020-07-07
CISCO SYSTEMS INC P 2016-04-15 2020-07-07
WALT DISNEY CO THE P 2016-06-07 2020-07-07
WALT DISNEY CO THE P 2016-06-07 2020-07-07
WALT DISNEY CO THE P 2016-06-07 2020-07-07
WALT DISNEY CO THE P 2016-06-07 2020-07-07
WALT DISNEY CO THE P 2016-06-07 2020-07-07
WALT DISNEY CO THE P 2016-06-07 2020-07-07
WALT DISNEY CO THE P 2016-06-07 2020-07-07
WALT DISNEY CO THE P 2016-06-07 2020-07-07
J P MORGAN CHASE CO P 2016-06-24 2020-07-07
J P MORGAN CHASE CO P 2016-07-01 2020-07-07
WALT DISNEY CO THE P 2016-07-11 2020-07-07
WALT DISNEY CO THE P 2016-07-19 2020-07-07
WALT DISNEY CO THE P 2016-08-04 2020-07-07
INTEL CORP P 2016-08-11 2020-07-07
WALT DISNEY CO THE P 2016-08-15 2020-07-07
J P MORGAN CHASE CO P 2016-08-16 2020-07-07
WALT DISNEY CO THE P 2016-09-06 2020-07-07
J P MORGAN CHASE CO P 2016-09-06 2020-07-07
J P MORGAN CHASE CO P 2016-09-27 2020-07-07
INTEL CORP P 2017-06-15 2020-07-07
BANK OF AMERICA CORP P 2017-07-18 2020-07-07
BANK OF AMERICA CORP P 2017-07-26 2020-07-07
BANK OF AMERICA CORP P 2017-08-16 2020-07-07
BANK OF AMERICA CORP P 2017-09-22 2020-07-07
CISCO SYSTEMS INC P 2017-10-11 2020-07-07
ALPHABET INC CL C P 2018-09-05 2020-07-07
ALPHABET INC CL C P 2018-10-17 2020-07-07
BANK OF AMERICA CORP P 2018-10-17 2020-07-07
BLACKROCK INC P 2018-10-17 2020-07-07
NEWMONT CORPORATION P 2019-01-17 2020-07-07
3M CO P 2019-01-17 2020-07-07
3M CO P 2019-01-22 2020-07-07
BOEING CO THE P 2019-03-13 2020-07-07
BOEING CO THE P 2019-03-14 2020-07-07
NEWMONT CORPORATION P 2019-03-14 2020-07-07
BOEING CO THE P 2019-03-15 2020-07-07
NEWMONT CORPORATION P 2019-03-18 2020-07-07
BOEING CO THE P 2019-04-16 2020-07-07
3M CO P 2019-04-16 2020-07-07
FACEBOOK INC CLASS A P 2018-10-17 2020-07-13
U S TREASURY NT 1.625% 11/15/22 P 2016-02-10 2020-12-07
U S TREASURY NT 1.625% 11/15/22 P 2016-03-18 2020-12-07
U S TREASURY NT 1.625% 11/15/22 P 2016-04-08 2020-12-07
U S TREASURY NT 1.625% 11/15/22 P 2016-05-16 2020-12-07
U S TREASURY NT 1.625% 11/15/22 P 2016-05-25 2020-12-07
U S TREASURY NT 1.625% 11/15/22 P 2016-10-25 2020-12-07
U S TREASURY NT 1.625% 11/15/22 P 2017-10-12 2020-12-07
U S TREASURY NT 1.625% 11/15/22 P 2017-10-18 2020-12-07
U S TREASURY NT 1.625% 11/15/22 P 2017-11-16 2020-12-07
U S TREASURY NT 1.625% 11/15/22 P 2017-12-12 2020-12-07
CHEVRON CORPORATION P 2006-03-16 2020-12-10
CHEVRON CORPORATION P 2007-01-23 2020-12-10
CHEVRON CORPORATION P 2008-10-29 2020-12-10
CHEVRON CORPORATION P 2015-09-29 2020-12-10
CHEVRON CORPORATION P 2015-11-12 2020-12-10
CHEVRON CORPORATION P 2016-03-18 2020-12-10
EXXON MOBIL CORP P 2016-05-26 2020-12-10
EXXON MOBIL CORP P 2016-06-29 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
EXXON MOBIL CORP P 2016-07-08 2020-12-10
CHEVRON CORPORATION P 2016-07-12 2020-12-10
EXXON MOBIL CORP P 2016-07-28 2020-12-10
EXXON MOBIL CORP P 2016-07-29 2020-12-10
CHEVRON CORPORATION P 2016-08-01 2020-12-10
CHEVRON CORPORATION P 2016-08-05 2020-12-10
CHEVRON CORPORATION P 2016-10-26 2020-12-10
CONOCOPHILLIPS P 2017-10-12 2020-12-10
SUNCOR ENERGY INC P 2017-10-12 2020-12-10
EXXON MOBIL CORP P 2018-10-17 2020-12-10
SUNCOR ENERGY INC P 2018-10-17 2020-12-10
SUNCOR ENERGY INC P 2018-12-20 2020-12-10
SUNCOR ENERGY INC P 2019-04-16 2020-12-10
SUNCOR ENERGY INC P 2019-04-17 2020-12-10
CONOCOPHILLIPS P 2019-05-16 2020-12-10
EXXON MOBIL CORP P 2019-05-16 2020-12-10
EXXON MOBIL CORP P 2019-07-22 2020-12-10
CHEVRON CORPORATION P 2019-10-18 2020-12-10
CONOCOPHILLIPS P 2019-10-18 2020-12-10
EXXON MOBIL CORP P 2019-10-18 2020-12-10
SUNCOR ENERGY INC P 2019-10-18 2020-12-10
BERKSHIRE HATHAWAY INC CL B P 2015-09-29 2020-02-18
AMERICAN TOWER CORP P 2019-01-02 2020-02-18
BOSTON OMAHA CORP P 2019-01-02 2020-02-18
DANAHER CORP P 2019-01-02 2020-02-18
DOLLAR TREE INC P 2019-01-02 2020-02-18
KKR CO INC A P 2019-01-02 2020-02-18
MARKEL CORP P 2019-01-02 2020-02-18
MASTERCARD INC P 2019-01-02 2020-02-18
MOODYS CORP P 2019-01-02 2020-02-18
O REILLY AUTOMOTIVE INC P 2019-01-02 2020-02-18
ROPER INDS INC P 2019-01-02 2020-02-18
SBA COMMUNICATIONS CORP P 2019-01-02 2020-02-18
VERISK ANALYTICS INC CL A P 2019-01-02 2020-02-18
VISA INC CLASS A SHARES P 2019-01-02 2020-02-18
ENSTAR GROUP LTD P 2019-01-02 2020-02-18
BERKSHIRE HATHAWAY INC CL B P 2015-09-29 2020-05-12
AMERICAN TOWER CORP P 2019-01-02 2020-05-12
DANAHER CORP P 2019-01-02 2020-05-12
DOLLAR TREE INC P 2019-01-02 2020-05-12
MARKEL CORP P 2019-01-02 2020-05-12
MASTERCARD INC P 2019-01-02 2020-05-12
MOODYS CORP P 2019-01-02 2020-05-12
O REILLY AUTOMOTIVE INC P 2019-01-02 2020-05-12
PRIMO WATER CORP P 2019-01-02 2020-05-12
ROPER INDS INC P 2019-01-02 2020-05-12
SBA COMMUNICATIONS CORP P 2019-01-02 2020-05-12
VERISK ANALYTICS INC CL A P 2019-01-02 2020-05-12
VISA INC CLASS A SHARES P 2019-01-02 2020-05-12
BERKSHIRE HATHAWAY INC CL B P 2015-09-29 2020-08-12
AMERICAN TOWER CORP P 2019-01-02 2020-08-12
DANAHER CORP P 2019-01-02 2020-08-12
DOLLAR TREE INC P 2019-01-02 2020-08-12
KKR CO INC A P 2019-01-02 2020-08-12
MARKEL CORP P 2019-01-02 2020-08-12
MASTERCARD INC P 2019-01-02 2020-08-12
MOODYS CORP P 2019-01-02 2020-08-12
O REILLY AUTOMOTIVE INC P 2019-01-02 2020-08-12
PRIMO WATER CORP P 2019-01-02 2020-08-12
ROPER INDS INC P 2019-01-02 2020-08-12
SBA COMMUNICATIONS CORP P 2019-01-02 2020-08-12
VERISK ANALYTICS INC CL A P 2019-01-02 2020-08-12
VISA INC CLASS A SHARES P 2019-01-02 2020-08-12
CARMAX INC P 2019-02-15 2020-08-12
BERKSHIRE HATHAWAY INC CL B P 2015-09-29 2020-11-16
BERKSHIRE HATHAWAY INC CL B P 2019-01-02 2020-11-16
CARMAX INC P 2019-01-02 2020-11-16
DOLLAR TREE INC P 2019-01-02 2020-11-16
MARKEL CORP P 2019-01-02 2020-11-16
MASTERCARD INC P 2019-01-02 2020-11-16
PRIMO WATER CORP P 2019-01-02 2020-11-16
VERISK ANALYTICS INC CL A P 2019-01-02 2020-11-16
VISA INC CLASS A SHARES P 2019-01-02 2020-11-16
CARMAX INC P 2019-02-15 2020-11-16
BERKSHIRE HATHAWAY INC CL B P 2019-08-14 2020-11-16
OLLIES BARGAIN OUTLET HOLDI P 2019-11-14 2020-11-16
CREDIT ACCEPTANCE CORP P 2019-01-02 2020-02-18
CREDIT ACCEPTANCE CORP P 2019-01-02 2020-05-18
NU SKIN ENTERPRISES INC - A P 2019-01-02 2020-05-18
CIMPRESS PLC P 2019-01-02 2020-05-18
NU SKIN ENTERPRISES INC - A P 2019-02-15 2020-05-18
ALLIANCE DATA SYSTEMS CORP P 2019-05-16 2020-05-18
NU SKIN ENTERPRISES INC - A P 2019-05-16 2020-05-18
SYSTEMAX INC P 2019-05-16 2020-05-18
SYSTEMAX INC P 2019-01-02 2020-08-17
WAYFAIR INC CLASS A P 2019-01-02 2020-08-17
YELP INC P 2019-01-02 2020-08-17
CIMPRESS PLC P 2019-01-02 2020-08-17
WAYFAIR INC CLASS A P 2019-01-02 2020-11-17
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 3,577,858   3,376,150 201,708
b 22,215,040   21,677,215 537,825
c 1,243,032   1,199,578 43,454
d 1,767,176   1,693,405 73,771
e 310,758   298,641 12,117
362,551   347,881 14,670
1,081,949   1,014,063 67,886
1,622,924   1,520,332 102,592
427,370   400,771 26,599
1,081,949   1,014,609 67,340
1,128,473   1,059,827 68,646
842,838   790,807 52,031
473,894   444,673 29,221
14,384,183   13,700,129 684,054
1,603,549   1,527,527 76,022
10,612,500   10,109,375 503,125
87,627   137,157 -49,530
137,784   205,646 -67,862
177,254   201,046 -23,792
122,059   200,597 -78,538
517,940   559,558 -41,618
564,964   951,293 -386,329
2,527,545   4,993,700 -2,466,155
282,711   191,780 90,931
440,649   702,158 -261,509
776,540   1,103,031 -326,491
356,869   457,568 -100,699
1,290,911   1,348,066 -57,155
1,404,129   1,477,569 -73,440
936,981   1,089,371 -152,390
1,295,687   1,016,225 279,462
2,108,642   1,804,656 303,986
3,171,589   3,792,621 -621,032
525,797   502,754 23,043
667,145   502,772 164,373
83,342   77,295 6,047
229,679   212,055 17,624
244,494   209,769 34,725
148,059   116,012 32,047
126,857   109,792 17,065
4,146,087   2,625,319 1,520,768
339,283   500,731 -161,448
640,751   512,891 127,860
308,302   202,590 105,712
1,243,290   1,242,749 541
2,343,659   2,300,323 43,336
3,305,654   3,008,043 297,611
2,119,075   1,991,696 127,379
2,437,417   2,293,290 144,127
2,846,951   2,323,623 523,328
2,861,767   2,295,719 566,048
4   3 1
1,368,030   1,357,327 10,703
860,370   785,174 75,196
531,253   501,017 30,236
586,353   555,027 31,326
1,057,638   941,762 115,876
6   10 -4
17   19 -2
1,374   822 552
3,078   2,390 688
2,054   1,284 770
51,523   42,825 8,698
42,998   25,504 17,494
1,607   1,084 523
1,820   4,572 -2,752
9,270   10,482 -1,212
642   726 -84
18,152   29,629 -11,477
1,531   3,758 -2,227
5,590   4,906 684
16,702   24,290 -7,588
6,386   6,162 224
51,061   13,241 37,820
6,773   6,760 13
155,376   40,237 115,139
22,403   20,943 1,460
138,896   205,816 -66,920
218,399   308,589 -90,190
53,015   101,571 -48,556
2,999   5,833 -2,834
161   330 -169
2,678   5,503 -2,825
2,678   5,503 -2,825
2,678   5,503 -2,825
2,678   5,503 -2,825
2,678   5,503 -2,825
5,355   11,006 -5,651
5,355   11,006 -5,651
5,355   11,006 -5,651
48,195   99,049 -50,854
2,142   3,961 -1,819
2,678   4,951 -2,273
2,678   4,951 -2,273
2,678   4,951 -2,273
2,678   4,951 -2,273
2,678   4,951 -2,273
2,678   4,951 -2,273
2,678   4,951 -2,273
2,678   4,951 -2,273
2,678   4,951 -2,273
2,678   4,951 -2,273
5,355   9,902 -4,547
5,355   9,902 -4,547
5,355   9,902 -4,547
254,364   470,447 -216,083
6,721   12,670 -5,949
204,267   371,209 -166,942
97,783   182,483 -84,700
1,150,687   2,064,958 -914,271
1,957,860   1,551,894 405,966
325,987   597,414 -271,427
564,726   441,321 123,405
349,603   633,700 -284,097
529,424   885,191 -355,767
2,060,754   4,998,599 -2,937,845
2,195,380   3,628,793 -1,433,413
3,472,971   3,596,979 -124,008
4,152,511   2,998,116 1,154,395
2,407,910   3,372,527 -964,617
784,574   1,060,048 -275,474
338,227   445,902 -107,675
279,344   139,386 139,958
291,661   549,682 -258,021
452,526   854,692 -402,166
565,667   686,620 -120,953
489,487   138,053 351,434
84,262   23,765 60,497
69,927   19,722 50,205
14,335   4,043 10,292
973,031   274,430 698,601
1,229,662   346,809 882,853
211,325   129,693 81,632
987,074   596,472 390,602
147,950   129,033 18,917
113,372   98,881 14,491
34,012   29,664 4,348
34,012   29,664 4,348
33,331   29,071 4,260
11,337   9,888 1,449
6,122   5,339 783
5,328   4,647 681
810,348   543,527 266,821
2,481,626   1,664,510 817,116
2,125,721   1,874,477 251,244
2,055,657   1,809,924 245,733
1,388,464   1,166,935 221,529
1,159,665   678,053 481,612
844,280   724,429 119,851
726,602   487,356 239,246
156,000   129,054 26,946
178,390   119,652 58,738
1,409,888   945,659 464,229
7,142,641   4,267,521 2,875,120
1,938,634   1,981,720 -43,086
1,318,006   1,393,800 -75,794
504,298   531,534 -27,236
628,780   678,579 -49,799
2,811,353   2,051,328 760,025
605,514   475,244 130,270
3,924,517   2,874,265 1,050,252
1,153,180   1,409,456 -256,276
5,394,785   3,944,261 1,450,524
2,276,416   1,160,306 1,116,110
2,028,423   2,473,989 -445,566
611,940   752,075 -140,135
265,836   552,345 -286,509
268,211   549,031 -280,820
646,183   350,270 295,913
423,328   877,028 -453,700
1,114,458   598,946 515,512
193,850   399,718 -205,868
289,062   401,609 -112,547
10,599,654   6,821,585 3,778,069
444,353   436,995 7,358
1,777,410   1,727,393 50,017
361,036   355,168 5,868
738,530   724,226 14,304
450,524   437,743 12,781
1,212,712   1,190,329 22,383
4,361,238   4,171,763 189,475
3,070,352   2,929,614 140,738
330,179   314,354 15,825
6,457,512   6,121,540 335,972
8,378   5,101 3,277
9,309   7,231 2,078
5,585   4,339 1,246
109,285   88,808 20,477
140,283   136,453 3,830
452,593   470,239 -17,646
33,476   68,526 -35,050
14,040   29,529 -15,489
877,702   1,863,874 -986,172
8,775   18,632 -9,857
8,775   18,632 -9,857
6,537   13,881 -7,344
4,431   9,409 -4,978
4,387   9,316 -4,929
4,387   9,316 -4,929
4,387   9,316 -4,929
4,387   9,316 -4,929
4,387   9,316 -4,929
4,387   9,316 -4,929
4,387   9,316 -4,929
2,194   4,658 -2,464
3,724   4,278 -554
537,327   1,103,560 -566,233
778,634   1,564,929 -786,295
1,615,541   1,735,110 -119,569
929,948   999,569 -69,621
922,129   1,000,105 -77,976
2,841,282   3,228,901 -387,619
2,273,285   4,125,335 -1,852,050
258,857   474,630 -215,773
168,333   324,788 -156,455
229,607   348,780 -119,173
142,335   249,324 -106,989
265,911   475,330 -209,419
226,341   325,661 -99,320
185,675   324,301 -138,626
220,117   374,279 -154,162
615,032   759,906 -144,874
1,675,089   2,093,085 -417,996
838,391   1,299,620 -461,229
583,911   949,236 -365,325
4,544   2,556 1,988
87,894   53,846 34,048
921   1,093 -172
19,958   12,163 7,795
18,634   18,595 39
20,506   11,857 8,649
41,027   31,857 9,170
104,990   57,896 47,094
87,091   44,347 42,744
43,023   37,304 5,719
37,853   25,635 12,218
37,148   20,298 16,850
23,765   14,943 8,822
66,665   41,903 24,762
1,192   1,000 192
101,143   74,001 27,142
362,536   241,136 121,400
47,400   29,452 17,948
148,973   170,963 -21,990
107,367   128,455 -21,088
38,364   25,752 12,612
301,688   166,549 135,139
162,950   140,926 22,024
14,568   19,447 -4,879
9,801   7,135 2,666
134,652   73,042 61,610
96,026   64,826 31,200
40,810   29,609 11,201
1,709   1,022 687
117,639   73,199 44,440
25,108   12,364 12,744
19,265   17,873 1,392
31,620   16,791 14,829
32,797   30,829 1,968
41,120   23,497 17,623
105,629   52,935 52,694
63,043   46,975 16,068
13,579   12,979 600
33,662   20,085 13,577
42,914   22,696 20,218
33,722   18,921 14,801
67,705   44,811 22,894
44,727   26,312 18,415
7,173   3,962 3,211
926   807 119
85,373   55,501 29,872
16,217   15,345 872
54,129   52,410 1,719
43,841   24,624 19,217
13,647   12,979 668
6,949   3,655 3,294
35,318   21,943 13,375
28,780   18,581 10,199
3,008   2,554 454
1,457   1,091 366
169,854   149,841 20,013
405,181   462,618 -57,437
124,675   221,565 -96,890
82,368   113,334 -30,966
3,854   7,007 -3,153
579   2,069 -1,490
4,756   7,362 -2,606
8,664   9,593 -929
11,585   12,216 -631
89,905   25,989 63,916
7,807   11,933 -4,126
19,215   20,453 -1,238
274,109   105,768 168,341
3,175     3,175
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       201,708
b       537,825
c       43,454
d       73,771
e       12,117
      14,670
      67,886
      102,592
      26,599
      67,340
      68,646
      52,031
      29,221
      684,054
      76,022
      503,125
      -49,530
      -67,862
      -23,792
      -78,538
      -41,618
      -386,329
      -2,466,155
      90,931
      -261,509
      -326,491
      -100,699
      -57,155
      -73,440
      -152,390
      279,462
      303,986
      -621,032
      23,043
      164,373
      6,047
      17,624
      34,725
      32,047
      17,065
      1,520,768
      -161,448
      127,860
      105,712
      541
      43,336
      297,611
      127,379
      144,127
      523,328
      566,048
      1
      10,703
      75,196
      30,236
      31,326
      115,876
      -4
      -2
      552
      688
      770
      8,698
      17,494
      523
      -2,752
      -1,212
      -84
      -11,477
      -2,227
      684
      -7,588
      224
      37,820
      13
      115,139
      1,460
      -66,920
      -90,190
      -48,556
      -2,834
      -169
      -2,825
      -2,825
      -2,825
      -2,825
      -2,825
      -5,651
      -5,651
      -5,651
      -50,854
      -1,819
      -2,273
      -2,273
      -2,273
      -2,273
      -2,273
      -2,273
      -2,273
      -2,273
      -2,273
      -2,273
      -4,547
      -4,547
      -4,547
      -216,083
      -5,949
      -166,942
      -84,700
      -914,271
      405,966
      -271,427
      123,405
      -284,097
      -355,767
      -2,937,845
      -1,433,413
      -124,008
      1,154,395
      -964,617
      -275,474
      -107,675
      139,958
      -258,021
      -402,166
      -120,953
      351,434
      60,497
      50,205
      10,292
      698,601
      882,853
      81,632
      390,602
      18,917
      14,491
      4,348
      4,348
      4,260
      1,449
      783
      681
      266,821
      817,116
      251,244
      245,733
      221,529
      481,612
      119,851
      239,246
      26,946
      58,738
      464,229
      2,875,120
      -43,086
      -75,794
      -27,236
      -49,799
      760,025
      130,270
      1,050,252
      -256,276
      1,450,524
      1,116,110
      -445,566
      -140,135
      -286,509
      -280,820
      295,913
      -453,700
      515,512
      -205,868
      -112,547
      3,778,069
      7,358
      50,017
      5,868
      14,304
      12,781
      22,383
      189,475
      140,738
      15,825
      335,972
      3,277
      2,078
      1,246
      20,477
      3,830
      -17,646
      -35,050
      -15,489
      -986,172
      -9,857
      -9,857
      -7,344
      -4,978
      -4,929
      -4,929
      -4,929
      -4,929
      -4,929
      -4,929
      -4,929
      -2,464
      -554
      -566,233
      -786,295
      -119,569
      -69,621
      -77,976
      -387,619
      -1,852,050
      -215,773
      -156,455
      -119,173
      -106,989
      -209,419
      -99,320
      -138,626
      -154,162
      -144,874
      -417,996
      -461,229
      -365,325
      1,988
      34,048
      -172
      7,795
      39
      8,649
      9,170
      47,094
      42,744
      5,719
      12,218
      16,850
      8,822
      24,762
      192
      27,142
      121,400
      17,948
      -21,990
      -21,088
      12,612
      135,139
      22,024
      -4,879
      2,666
      61,610
      31,200
      11,201
      687
      44,440
      12,744
      1,392
      14,829
      1,968
      17,623
      52,694
      16,068
      600
      13,577
      20,218
      14,801
      22,894
      18,415
      3,211
      119
      29,872
      872
      1,719
      19,217
      668
      3,294
      13,375
      10,199
      454
      366
      20,013
      -57,437
      -96,890
      -30,966
      -3,153
      -1,490
      -2,606
      -929
      -631
      63,916
      -4,126
      -1,238
      168,341
      3,175
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 4,735,794
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................................ 1 324,779
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........................... 3 324,779
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- ..... 5 324,779
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 367,531
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.............. 7 367,531
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 42,752
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet42,752 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. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WPCAREYFOUNDATION.ORG
    14
    The books are in care ofbulletSECRETARY Telephone no.bullet (212) 492-1108

    Located atbullet395 9TH AVE 58TH FLOORNEW YORKNY ZIP+4bullet10001
    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
    WILLIAM P CAREY II PRESIDENT/CHAIRMAN/TRUSTEE
    6.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    ZACHARY J PACK CHIEF OPERATING OFFICER
    1.00     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    JOHN D MILLER CHIEF INVESTMENT OFFICER
    2.00     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    JULIANA K HARRIS SECRETARY/EXEC DIRECTOR/ASSI TREASURER
    35.00     		120,000 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    RYAN WILLSMORE TREASURER
    10.00     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    JOHN SAMUEL ARMSTRONG IV TRUSTEE
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    GWENDOLEN G BOND TRUSTEE
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    JASON E FOX TRUSTEE
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    DONALD F MACMASTER TRUSTEE
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    JOHN J PARK TRUSTEE
    1.00     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    A PATTERSON PENDLETON III TRUSTEE
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    WILLIAM BAST DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    RODNEY C BODEN DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    CHARLOTTE H CAREY DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    EMILY N CAREY DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    J MEADE CAREY DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    LAURA G CAREY DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    MICHAEL H CARPENTER DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    SUSAN C HYDE DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    FRANCES W MACMASTER DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    DONALD F MACMASTER JR DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    DOUGLAS S PARVIS DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    JUSTIN B PATTERSON DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    MARJORIE B TOMPKINS DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    RICARDO A VASQUEZ DIRECTOR
    0.50     		0 0 0
    ONE MANHATTAN WEST 395 9TH AVE 58TH
    FL
    NEW YORK,NY10001
    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  
    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
    496,182,455
    b
    Average of monthly cash balances.......................
    1b
    16,123,521
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,535,093
    d
    Total (add lines 1a, b, and c).........................
    1d
    523,841,069
    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
    523,841,069
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,857,616
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    515,983,453
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    25,799,173
    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
    25,799,173
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    324,779
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    324,779
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    25,474,394
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    25,474,394
    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
    25,474,394
    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
    25,604,081
    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
    25,604,081
    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
    25,604,081
    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 25,474,394
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 385,470
    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......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 25,604,081
    a Applied to 2019, but not more than line 2a 385,470
    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..... 25,218,611
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		255,783
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADVENTURES IN LEARNING
    PO BOX 1054
    MANHASSET,NY11030     		NONE   CHARITABLE 1,000
    ARCHDIOCESE OF WASHINGTON DC
    PO BOX 90660
    WASHINGTON,DC20090     		NONE   CHARITABLE 750
    ARMY RANGER LEAD THE WAY FUND
    300 GARDEN CITY PLAZA STE 149
    GARDEN CITY,NY11530     		NONE   CHARITABLE 2,500
    ASSISTANCE LEAGUE OF CHARLOTTE
    PO BOX 471112
    CHARLOTTE,NC28247     		NONE   CHARITABLE 2,500
    ARIZONA STATE UNIVERSITY
    PO BOX 2260
    TEMPE,AZ852802260     		NONE   CHARITABLE 3,372,018
    AUTISM SPEAKS
    1060 STATE RD 2ND FLOOR
    PRINCETON,NJ08540     		NONE   CHARITABLE 2,000
    BALTIMORE COMMUNITY FOUNDATION
    2 E READ ST 9TH FL
    BALTIMORE,MD21202     		NONE   CHARITABLE 10,000
    BALTIMORE SCHOOL FOR THE ARTS
    712 CATHEDRAL STREET
    BALTIMORE,MD21201     		NONE   CHARITABLE 2,000
    BARNARD COLLEGE
    3009 BROADWAY
    NEW YORK,NY10027     		NONE   CHARITABLE 1,000
    BEACON UNITARIAN UNIVERSAL CONGREGATION
    4 WALDRON AVE
    SUMMIT,NJ07901     		NONE   CHARITABLE 20,000
    BEYOND CELIAC
    PO BOX 544
    AMBLER,PA19002     		NONE   CHARITABLE 12,500
    BOY SCOUTS OF AMERICA SAN DIEGO
    1207 UPAS STREET
    LA JOLLA,CA92103     		NONE   CHARITABLE 5,000
    BOYS LATIN SCHOOL
    822 W LAKE AVENUE
    BALTIMORE,MD21210     		NONE   CHARITABLE 5,000
    BRIGHAM YOUNG UNIVERSITY
    PO BOX 21128
    PROVO,UT84602     		NONE   CHARITABLE 1,000
    BROOKLYN URBAN GARDEN CHARTER SCHOOL
    500 19TH STREET
    BROOKLYN,NY11215     		NONE   CHARITABLE 1,173
    BROWN UNIVERSITY
    PO BOX 1893
    PROVIDENCE,RI02912     		NONE   CHARITABLE 2,000
    CALHOUN SCHOOL
    433 WEST END AVE
    NEW YORK,NY10024     		NONE   CHARITABLE 250
    CALVERT SCHOOL
    105 TUSCANY RD
    BALTIMORE,MD21210     		NONE   CHARITABLE 510,000
    CAREY INSTITUTE FOR GLOBAL GOOD
    63 HUYCK RD
    RENSSELAERVILLE,NY12147     		NONE   CHARITABLE 1,015,500
    CHILDREN'S MEDICAL CENTER DALLAS
    2777 STEMMONS FREEWAY SUITE 1700
    DALLAS,TX75207     		NONE   CHARITABLE 166,667
    CHILDREN'S SCHOLARSHIP FUND BALTIMORE
    1000 ST PAUL STREET
    BALTIMORE,MD21202     		NONE   CHARITABLE 2,500
    CHRIST CHILD SOCIETY DC
    5101 WISCONSIN AVE NW STE 102
    WASHINGTON,DC200164160     		NONE   CHARITABLE 1,000
    CITY HARVEST INC
    6 EAST 32ND ST 5TH FLOOR
    NEW YORK,NY10016     		NONE   CHARITABLE 10,000
    CITY OF HOPE
    1500 E DUARTE RD
    DUARTE,CA91010     		NONE   CHARITABLE 250
    COLUMBIA UNIVERSITY
    622 WEST 113TH STREET
    NEW YORK,NY10025     		NONE   CHARITABLE 1,000
    COLUMBUS ACADEMY
    4300 CHERRY BOTTOM RD
    GAHANNA,OH43230     		NONE   CHARITABLE 1,525
    CREATIVE ART WORKS
    520 EIGHTH AVENUE SUITE 201A
    NEW YORK,NY10018     		NONE   CHARITABLE 500
    CUSTODES LIBERTATIS MEMORIAL FOUNDATION
    5535 MEMORIAL DR SUITE F BOX 1079
    HOUSTON,TX77007     		NONE   CHARITABLE 250
    E N HUYCK PRESERVE INC
    PO BOX 189
    RENSSELAERVILLE,NY12147     		NONE   CHARITABLE 5,000
    FOOD BANK FOR NEW YORK CITY
    30 BROADWAY 10TH FL
    NEW YORK,NY10006     		NONE   CHARITABLE 25,000
    FOUNDATION FOR MORRISTOWN MEDICAL CENTER
    475 SOUTH STREET 1ST FL
    MORRISTOWN,NJ07960     		NONE   CHARITABLE 10,000
    FOUNDATION OF LA JOLLA HIGH SCHOOL
    750 NAUTILUS STREET
    LA JOLLA,CA92037     		NONE   CHARITABLE 5,000
    FRIENDS SEMINARY
    222 E 16TH STREET
    NEW YORK,NY10003     		NONE   CHARITABLE 10,000
    GARRISON FOREST SCHOOL
    300 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117     		NONE   CHARITABLE 11,000
    GEORGE WASHINGTON UNIVERSITY LAW SCHOOL
    2000 H ST NW
    WASHINGTON,DC20052     		NONE   CHARITABLE 250
    GEORGETOWN UNIVERSITY
    37TH AND O STS NW
    WASHINGTON,DC20007     		NONE   CHARITABLE 14,750
    GERMANTOWN ACADEMY
    340 MORRIS RD
    FORT WASHINGTON,PA190340287     		NONE   CHARITABLE 2,500
    GIFT OF ADOPTION FUND
    PO BOX 567
    TECHNY,IL60082     		NONE   CHARITABLE 1,113
    GILMAN SCHOOL
    5407 ROLAND AVENUE
    BALTIMORE,MD21210     		NONE   CHARITABLE 518,328
    GODS LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		NONE   CHARITABLE 1,000
    GREATER PITTSBURGH COMMUNITY FOOD BANK
    1 N LINDEN STREET
    DUQUESNE,PA15110     		NONE   CHARITABLE 100
    GROTON SCHOOL
    282 FARMERS ROW
    GROTON,MA01450     		NONE   CHARITABLE 5,000
    HARLEM LACROSSE
    PO BOX 708
    NEW YORK,NY10030     		NONE   CHARITABLE 259
    HAVERFORD COLLEGE
    370 LANCASTER AVENUE
    HAVERFORD,PA19041     		NONE   CHARITABLE 1,000
    HOMELESS SOLUTIONS INC
    3 WING DRIVE SUITE 245
    CEDAR KNOLLS,NJ07927     		NONE   CHARITABLE 5,000
    JACOB'S PILLOW
    358 GEORGE CARTER RD
    BECKET,MA01223     		NONE   CHARITABLE 250
    JAZZ HOUSE KIDS
    347 BLOOMFIELD AVE LOWER LEVEL
    MONTCLAIR,NJ07042     		NONE   CHARITABLE 250
    JOHNS HOPKINS UNIVERSITY
    3400 N CHARLES ST
    BALTIMORE,MD21218     		NONE   CHARITABLE 5,000,000
    JOYFUL HEART FOUNDATION
    320 7TH AVE 161
    BROOKLYN,NY11215     		NONE   CHARITABLE 12,500
    JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
    1909 K ST NW
    WASHINGTON,DC20006     		NONE   CHARITABLE 5,000
    JUNIOR HIGH INC
    5656 HOLLYWOOD BLVD
    LOS ANGELES,CA90028     		NONE   CHARITABLE 5,250
    KENNEDY KRIEGER FOUNDATION
    707 N BROADWAY
    BALTIMORE,MD21205     		NONE   CHARITABLE 2,399
    LOVELAND FOUNDATION INC
    320 7TH AVE 263
    BROOKLYN,NY11215     		NONE   CHARITABLE 100
    MADISON EAGLE CHRISTMAS FUND
    PO BOX 2
    MADISON,NJ07940     		NONE   CHARITABLE 1,500
    MARKET STREET MISSION
    9 MARKET STREET
    MORRISTOWN,NJ079605122     		NONE   CHARITABLE 500
    MARYLAND FAMILY NETWORK INC
    1001 EASTERN AVE SECOND FL
    BALTIMORE,MD21202     		NONE   CHARITABLE 400
    MEADOWLANDS YMCA
    390 MURRAY HILL PARKWAY
    EAST RUTHERFORD,NJ07073     		NONE   CHARITABLE 500
    MEMORIAL SLOANE KETTERING CANCER CENTER
    885 SECOND AVENUE 8TH FL
    NEW YORK,NY10017     		NONE   CHARITABLE 10,500
    MARYLAND INSTITUTE COLLEGE OF ART
    1300 MOUNT ROYAL AVE
    BALTIMORE,MD21217     		NONE   CHARITABLE 2,500
    MILE HIGH YOUTH CORPS
    1801 FEDERAL BLVD
    DENVER,CO80204     		NONE   CHARITABLE 50,000
    MOUNT SINAI BETH ISRAEL
    ONE GUSTAVE L LEVY PLACE BOX 1049
    NEW YORK,NY10029     		NONE   CHARITABLE 1,000
    NAACP LDF INC
    40 RECTOR STREET 5TH FLOOR
    NEW YORK,NY10006     		NONE   CHARITABLE 50,000
    NATIONAL CENTER FOR THE AMERICAN REVOLUTION
    101 SOUTH THIRD ST
    PHILADELPHIA,PA19106     		NONE   CHARITABLE 15,000
    NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM
    200 LIBERTY STREET 16TH FL
    NEW YORK,NY10281     		NONE   CHARITABLE 2,500
    NATIONAL UNITED METHODIST CHURCH
    3401 NEBRASKA AVENUE NW
    WASHINGTON,DC20016     		NONE   CHARITABLE 500
    NEW SKETE MONASTERIES
    PO BOX 128
    CAMBRIDGE,NY128160128     		NONE   CHARITABLE 500
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024     		NONE   CHARITABLE 25,000
    NEW YORK OPEN CENTER
    22 EAST 30TH STREET
    NEW YORK,NY10016     		NONE   CHARITABLE 25,000
    NEW YORK-PRESBYTERIAN HOSPITAL
    850 THIRD AVENUE 12TH FLOOR
    NEW YORK,NY10022     		NONE   CHARITABLE 1,023,001
    NOTRE DAME HIGH SCHOOL
    601 LAWRENCE RD
    LAWRENCEVILLE,NJ08648     		NONE   CHARITABLE 1,250
    NYC HEALTH HOSPITALS
    125 WORTH STREET 5TH FL
    NEW YORK,NY10013     		NONE   CHARITABLE 300
    NYU LANGONE HOSPITALS
    ONE PARK AVENUE 3RD FL
    NEW YORK,NY10016     		NONE   CHARITABLE 100
    PEOPLE FOR THE AMERICAN WAY
    1101 15TH STREET NW SUITE 600
    WASHINGTON,DC20005     		NONE   CHARITABLE 10,000
    PHOENIX CHILDREN'S HOSPITAL FOUNDATION
    2929 E CAMELBACK RD STE 122
    PHOENIX,AZ85016     		NONE   CHARITABLE 250
    RICE UNIVERSITY BAKER INSTITUTE
    6100 MAIN ST BAKER HALLSUITE120
    HOUSTON,TX77005     		NONE   CHARITABLE 5,000
    ROLAND PARK COUNTRY SCHOOL
    5204 ROLAND AVENUE
    BALTIMORE,MD21210     		NONE   CHARITABLE 2,500
    RONALD MCDONALD HOUSE NE OHIO
    10415 EUCLID AVE
    CLEVELAND,OH44106     		NONE   CHARITABLE 2,607
    SAINT DAVID'S EPISCOPAL CHURCH
    5150 MACOMB STREET NW
    WASHINGTON,DC20016     		NONE   CHARITABLE 500
    SEWANEE
    735 UNIVERSITY AVENUE
    SEWANEE,TN373831000     		NONE   CHARITABLE 5,000
    SOUTHERN MAINE HEALTH CARE
    PO BOX 626
    BIDDEFORD,ME040050626     		NONE   CHARITABLE 5,000
    ST GEORGES BY THE RIVER
    7 LINCOLN AVENUE
    RUMSON,NJ07760     		NONE   CHARITABLE 1,000
    ST MARTINS IN THE FIELD MAINE
    PO BOX 4036
    PORTLAND,ME041010236     		NONE   CHARITABLE 2,500
    ST THOMAS' CHURCH
    232 GARRISON FOREST RD
    OWINGS MILLS,MD21117     		NONE   CHARITABLE 9,000
    STUDENT SPONSOR PARTNERSHIP INC
    132 EAST 43RD ST SUITE 429
    NEW YORK,NY10017     		NONE   CHARITABLE 12,500
    SYNERGY PUBLIC SCHOOL
    2701 BETHANY HOME RD
    PHOENIX,AZ85107     		NONE   CHARITABLE 400
    THE ALLEN STEVENSON SCHOOL
    132 E 78TH ST
    NEW YORK,NY100750381     		NONE   CHARITABLE 20,000
    THE CAEDMON SCHOOL
    416 E 80TH ST
    NEW YORK,NY10075     		NONE   CHARITABLE 500
    THE DWIGHT SCHOOL FOUNDATION
    291 CENTRAL PARK WEST 2ND FL
    NEW YORK,NY10024     		NONE   CHARITABLE 500
    THE INNOCENCE PROJECT
    40 WORTH ST SUITE 701
    NEW YORK,NY10013     		NONE   CHARITABLE 500
    THE JOYJ INITIATIVE
    152 WEST 71ST ST
    NEW YORK,NY10023     		NONE   CHARITABLE 1,000
    THE LORD'S PANTRY
    4050 DURHAM RD
    OTTSVILLE,PA18942     		NONE   CHARITABLE 10,000
    THE PENNINGTON SCHOOL
    112 WEST DELAWARE AVE
    PENNINGTON,NJ08534     		NONE   CHARITABLE 250
    THE SHEPHERD FOUNDATION
    PO BOX 50
    KENSINGTON,MD20895     		NONE   CHARITABLE 1,000
    THIRD OPTION FOUNDATION
    12007 SUNRISE VALLEY DRIVE SUITE
    105
    RESTON,VA20191     		NONE   CHARITABLE 12,500
    UC SAN DIEGO FOUNDATION
    9500 GILMAN DRIVE
    LA JOLLA,CA920930940     		NONE   CHARITABLE 22,500
    UNIVERSITY OF MARYLAND
    500 WEST BALTIMORE STREET
    BALTIMORE,MD21201     		NONE   CHARITABLE 4,000,100
    UNIVERSITY OF NEW HAMPSHIRE
    21 MADBURY ROAD SUITE 101
    DURHAM,NH03824     		NONE   CHARITABLE 1,000
    UNIVERSITY OF NOTRE DAME
    1100 GRACE HALL
    NOTRE DAME,IN46556     		NONE   CHARITABLE 10,000
    UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT ST SUITE 305
    PHILADELPHIA,PA19104     		NONE   CHARITABLE 9,049,325
    UNIVERSITY OF ROCHESTER
    PO BOX 270032 300 EAST RIVER RD
    ROCHESTER,NY14627     		NONE   CHARITABLE 3,750
    US SOCCER FOUNDATION
    1140 CONNECTICUT AVE NW SUITE 1200
    WASHINGTON,DC20036     		NONE   CHARITABLE 2,500
    UVA FUND
    PO BOX 400314
    CHARLOTTESVILLE,VA22904     		NONE   CHARITABLE 3,636
    VASSAR COLLEGE
    124 RAYMOND AVENUE BOX 725
    POUGHKEEPSIE,NY12604     		NONE   CHARITABLE 7,500
    VILLANOVA UNIVERSITY
    800 E LANCASTER AVE
    VILLANOVA,PA19085     		NONE   CHARITABLE 500
    WE ACT FOR ENVIRONMENTAL JUSTICE
    1854 AMSTERDAM AVENUE 2ND FLOOR
    NEW YORK,NY10031     		NONE   CHARITABLE 10,000
    WORK TO RIDE INC
    98 CHAMOUNIX DR
    PHILADELPHIA,PA19131     		NONE   CHARITABLE 2,500
    ZOOLOGICAL SOCIETY OF PHILADELPHIA
    3400 WEST GIRARD AVE
    PHILADELPHIA,PA19104     		NONE   CHARITABLE 25,000
    Total .................................bullet 3a 25,241,801
    bApproved for future payment
    ASU
    PO BOX 2260
    TEMPE,AZ852802260     		NONE   CHARITABLE 18,548,000
    CS
    105 TUSCANY RD
    BALTIMORE,MD21210     		NONE   CHARITABLE 2,000,000
    CMC
    2777 STEMMONS FREEWAY SUITE 1700
    DALLAS,TX75207     		NONE   CHARITABLE 333,000
    GS
    5407 ROLAND AVENUE
    BALTIMORE,MD21210     		NONE   CHARITABLE 2,000,000
    JHU
    3400 N CHARLES ST
    BALTIMORE,MD21218     		NONE   CHARITABLE 20,000,000
    NYP
    850 THIRD AVENUE 12TH FLOOR
    NEW YORK,NY10022     		NONE   CHARITABLE 1,027,000
    PENN
    3451 WALNUT ST SUITE 305
    PHILADELPHIA,PA19104     		NONE   CHARITABLE 101,000,000
    Total .................................bullet 3b 144,908,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 19,692,199  
    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.....     14 9,675  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 4,735,794  
    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 24,437,668 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    24,437,668
    (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

    Form 990PF Part XV Line 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
    ADVENTURES IN LEARNINGPO BOX 1054
    MANHASSET,NY11030     		NONE   CHARITABLE 1,000
    ARCHDIOCESE OF WASHINGTON DCPO BOX 90660
    WASHINGTON,DC20090     		NONE   CHARITABLE 750
    ARMY RANGER LEAD THE WAY FUND300 GARDEN CITY PLAZA STE 149
    GARDEN CITY,NY11530     		NONE   CHARITABLE 2,500
    ASSISTANCE LEAGUE OF CHARLOTTEPO BOX 471112
    CHARLOTTE,NC28247     		NONE   CHARITABLE 2,500
    ARIZONA STATE UNIVERSITYPO BOX 2260
    TEMPE,AZ852802260     		NONE   CHARITABLE 3,372,018
    AUTISM SPEAKS1060 STATE RD 2ND FLOOR
    PRINCETON,NJ08540     		NONE   CHARITABLE 2,000
    BALTIMORE COMMUNITY FOUNDATION2 E READ ST 9TH FL
    BALTIMORE,MD21202     		NONE   CHARITABLE 10,000
    BALTIMORE SCHOOL FOR THE ARTS712 CATHEDRAL STREET
    BALTIMORE,MD21201     		NONE   CHARITABLE 2,000
    BARNARD COLLEGE3009 BROADWAY
    NEW YORK,NY10027     		NONE   CHARITABLE 1,000
    BEACON UNITARIAN UNIVERSAL CONGREGATION4 WALDRON AVE
    SUMMIT,NJ07901     		NONE   CHARITABLE 20,000
    BEYOND CELIACPO BOX 544
    AMBLER,PA19002     		NONE   CHARITABLE 12,500
    BOY SCOUTS OF AMERICA SAN DIEGO1207 UPAS STREET
    LA JOLLA,CA92103     		NONE   CHARITABLE 5,000
    BOYS LATIN SCHOOL822 W LAKE AVENUE
    BALTIMORE,MD21210     		NONE   CHARITABLE 5,000
    BRIGHAM YOUNG UNIVERSITYPO BOX 21128
    PROVO,UT84602     		NONE   CHARITABLE 1,000
    BROOKLYN URBAN GARDEN CHARTER SCHOOL500 19TH STREET
    BROOKLYN,NY11215     		NONE   CHARITABLE 1,173
    BROWN UNIVERSITYPO BOX 1893
    PROVIDENCE,RI02912     		NONE   CHARITABLE 2,000
    CALHOUN SCHOOL433 WEST END AVE
    NEW YORK,NY10024     		NONE   CHARITABLE 250
    CALVERT SCHOOL105 TUSCANY RD
    BALTIMORE,MD21210     		NONE   CHARITABLE 510,000
    CAREY INSTITUTE FOR GLOBAL GOOD63 HUYCK RD
    RENSSELAERVILLE,NY12147     		NONE   CHARITABLE 1,015,500
    CHILDREN'S MEDICAL CENTER DALLAS2777 STEMMONS FREEWAY SUITE 1700
    DALLAS,TX75207     		NONE   CHARITABLE 166,667
    CHILDREN'S SCHOLARSHIP FUND BALTIMORE1000 ST PAUL STREET
    BALTIMORE,MD21202     		NONE   CHARITABLE 2,500
    CHRIST CHILD SOCIETY DC5101 WISCONSIN AVE NW STE 102
    WASHINGTON,DC200164160     		NONE   CHARITABLE 1,000
    CITY HARVEST INC6 EAST 32ND ST 5TH FLOOR
    NEW YORK,NY10016     		NONE   CHARITABLE 10,000
    CITY OF HOPE1500 E DUARTE RD
    DUARTE,CA91010     		NONE   CHARITABLE 250
    COLUMBIA UNIVERSITY622 WEST 113TH STREET
    NEW YORK,NY10025     		NONE   CHARITABLE 1,000
    COLUMBUS ACADEMY4300 CHERRY BOTTOM RD
    GAHANNA,OH43230     		NONE   CHARITABLE 1,525
    CREATIVE ART WORKS520 EIGHTH AVENUE SUITE 201A
    NEW YORK,NY10018     		NONE   CHARITABLE 500
    CUSTODES LIBERTATIS MEMORIAL FOUNDATION5535 MEMORIAL DR SUITE F BOX 1079
    HOUSTON,TX77007     		NONE   CHARITABLE 250
    E N HUYCK PRESERVE INCPO BOX 189
    RENSSELAERVILLE,NY12147     		NONE   CHARITABLE 5,000
    FOOD BANK FOR NEW YORK CITY30 BROADWAY 10TH FL
    NEW YORK,NY10006     		NONE   CHARITABLE 25,000
    FOUNDATION FOR MORRISTOWN MEDICAL CENTER475 SOUTH STREET 1ST FL
    MORRISTOWN,NJ07960     		NONE   CHARITABLE 10,000
    FOUNDATION OF LA JOLLA HIGH SCHOOL750 NAUTILUS STREET
    LA JOLLA,CA92037     		NONE   CHARITABLE 5,000
    FRIENDS SEMINARY222 E 16TH STREET
    NEW YORK,NY10003     		NONE   CHARITABLE 10,000
    GARRISON FOREST SCHOOL300 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117     		NONE   CHARITABLE 11,000
    GEORGE WASHINGTON UNIVERSITY LAW SCHOOL2000 H ST NW
    WASHINGTON,DC20052     		NONE   CHARITABLE 250
    GEORGETOWN UNIVERSITY37TH AND O STS NW
    WASHINGTON,DC20007     		NONE   CHARITABLE 14,750
    GERMANTOWN ACADEMY340 MORRIS RD
    FORT WASHINGTON,PA190340287     		NONE   CHARITABLE 2,500
    GIFT OF ADOPTION FUNDPO BOX 567
    TECHNY,IL60082     		NONE   CHARITABLE 1,113
    GILMAN SCHOOL5407 ROLAND AVENUE
    BALTIMORE,MD21210     		NONE   CHARITABLE 518,328
    GODS LOVE WE DELIVER166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		NONE   CHARITABLE 1,000
    GREATER PITTSBURGH COMMUNITY FOOD BANK1 N LINDEN STREET
    DUQUESNE,PA15110     		NONE   CHARITABLE 100
    GROTON SCHOOL282 FARMERS ROW
    GROTON,MA01450     		NONE   CHARITABLE 5,000
    HARLEM LACROSSEPO BOX 708
    NEW YORK,NY10030     		NONE   CHARITABLE 259
    HAVERFORD COLLEGE370 LANCASTER AVENUE
    HAVERFORD,PA19041     		NONE   CHARITABLE 1,000
    HOMELESS SOLUTIONS INC3 WING DRIVE SUITE 245
    CEDAR KNOLLS,NJ07927     		NONE   CHARITABLE 5,000
    JACOB'S PILLOW358 GEORGE CARTER RD
    BECKET,MA01223     		NONE   CHARITABLE 250
    JAZZ HOUSE KIDS347 BLOOMFIELD AVE LOWER LEVEL
    MONTCLAIR,NJ07042     		NONE   CHARITABLE 250
    JOHNS HOPKINS UNIVERSITY3400 N CHARLES ST
    BALTIMORE,MD21218     		NONE   CHARITABLE 5,000,000
    JOYFUL HEART FOUNDATION320 7TH AVE 161
    BROOKLYN,NY11215     		NONE   CHARITABLE 12,500
    JUNIOR ACHIEVEMENT OF GREATER WASHINGTON1909 K ST NW
    WASHINGTON,DC20006     		NONE   CHARITABLE 5,000
    JUNIOR HIGH INC5656 HOLLYWOOD BLVD
    LOS ANGELES,CA90028     		NONE   CHARITABLE 5,250
    KENNEDY KRIEGER FOUNDATION707 N BROADWAY
    BALTIMORE,MD21205     		NONE   CHARITABLE 2,399
    LOVELAND FOUNDATION INC320 7TH AVE 263
    BROOKLYN,NY11215     		NONE   CHARITABLE 100
    MADISON EAGLE CHRISTMAS FUNDPO BOX 2
    MADISON,NJ07940     		NONE   CHARITABLE 1,500
    MARKET STREET MISSION9 MARKET STREET
    MORRISTOWN,NJ079605122     		NONE   CHARITABLE 500
    MARYLAND FAMILY NETWORK INC1001 EASTERN AVE SECOND FL
    BALTIMORE,MD21202     		NONE   CHARITABLE 400
    MEADOWLANDS YMCA390 MURRAY HILL PARKWAY
    EAST RUTHERFORD,NJ07073     		NONE   CHARITABLE 500
    MEMORIAL SLOANE KETTERING CANCER CENTER885 SECOND AVENUE 8TH FL
    NEW YORK,NY10017     		NONE   CHARITABLE 10,500
    MARYLAND INSTITUTE COLLEGE OF ART1300 MOUNT ROYAL AVE
    BALTIMORE,MD21217     		NONE   CHARITABLE 2,500
    MILE HIGH YOUTH CORPS1801 FEDERAL BLVD
    DENVER,CO80204     		NONE   CHARITABLE 50,000
    MOUNT SINAI BETH ISRAELONE GUSTAVE L LEVY PLACE BOX 1049
    NEW YORK,NY10029     		NONE   CHARITABLE 1,000
    NAACP LDF INC40 RECTOR STREET 5TH FLOOR
    NEW YORK,NY10006     		NONE   CHARITABLE 50,000
    NATIONAL CENTER FOR THE AMERICAN REVOLUTION101 SOUTH THIRD ST
    PHILADELPHIA,PA19106     		NONE   CHARITABLE 15,000
    NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM200 LIBERTY STREET 16TH FL
    NEW YORK,NY10281     		NONE   CHARITABLE 2,500
    NATIONAL UNITED METHODIST CHURCH3401 NEBRASKA AVENUE NW
    WASHINGTON,DC20016     		NONE   CHARITABLE 500
    NEW SKETE MONASTERIESPO BOX 128
    CAMBRIDGE,NY128160128     		NONE   CHARITABLE 500
    NEW YORK HISTORICAL SOCIETY170 CENTRAL PARK WEST
    NEW YORK,NY10024     		NONE   CHARITABLE 25,000
    NEW YORK OPEN CENTER22 EAST 30TH STREET
    NEW YORK,NY10016     		NONE   CHARITABLE 25,000
    NEW YORK-PRESBYTERIAN HOSPITAL850 THIRD AVENUE 12TH FLOOR
    NEW YORK,NY10022     		NONE   CHARITABLE 1,023,001
    NOTRE DAME HIGH SCHOOL601 LAWRENCE RD
    LAWRENCEVILLE,NJ08648     		NONE   CHARITABLE 1,250
    NYC HEALTH HOSPITALS125 WORTH STREET 5TH FL
    NEW YORK,NY10013     		NONE   CHARITABLE 300
    NYU LANGONE HOSPITALSONE PARK AVENUE 3RD FL
    NEW YORK,NY10016     		NONE   CHARITABLE 100
    PEOPLE FOR THE AMERICAN WAY1101 15TH STREET NW SUITE 600
    WASHINGTON,DC20005     		NONE   CHARITABLE 10,000
    PHOENIX CHILDREN'S HOSPITAL FOUNDATION2929 E CAMELBACK RD STE 122
    PHOENIX,AZ85016     		NONE   CHARITABLE 250
    RICE UNIVERSITY BAKER INSTITUTE6100 MAIN ST BAKER HALLSUITE120
    HOUSTON,TX77005     		NONE   CHARITABLE 5,000
    ROLAND PARK COUNTRY SCHOOL5204 ROLAND AVENUE
    BALTIMORE,MD21210     		NONE   CHARITABLE 2,500
    RONALD MCDONALD HOUSE NE OHIO10415 EUCLID AVE
    CLEVELAND,OH44106     		NONE   CHARITABLE 2,607
    SAINT DAVID'S EPISCOPAL CHURCH5150 MACOMB STREET NW
    WASHINGTON,DC20016     		NONE   CHARITABLE 500
    SEWANEE735 UNIVERSITY AVENUE
    SEWANEE,TN373831000     		NONE   CHARITABLE 5,000
    SOUTHERN MAINE HEALTH CAREPO BOX 626
    BIDDEFORD,ME040050626     		NONE   CHARITABLE 5,000
    ST GEORGES BY THE RIVER7 LINCOLN AVENUE
    RUMSON,NJ07760     		NONE   CHARITABLE 1,000
    ST MARTINS IN THE FIELD MAINEPO BOX 4036
    PORTLAND,ME041010236     		NONE   CHARITABLE 2,500
    ST THOMAS' CHURCH232 GARRISON FOREST RD
    OWINGS MILLS,MD21117     		NONE   CHARITABLE 9,000
    STUDENT SPONSOR PARTNERSHIP INC132 EAST 43RD ST SUITE 429
    NEW YORK,NY10017     		NONE   CHARITABLE 12,500
    SYNERGY PUBLIC SCHOOL2701 BETHANY HOME RD
    PHOENIX,AZ85107     		NONE   CHARITABLE 400
    THE ALLEN STEVENSON SCHOOL132 E 78TH ST
    NEW YORK,NY100750381     		NONE   CHARITABLE 20,000
    THE CAEDMON SCHOOL416 E 80TH ST
    NEW YORK,NY10075     		NONE   CHARITABLE 500
    THE DWIGHT SCHOOL FOUNDATION291 CENTRAL PARK WEST 2ND FL
    NEW YORK,NY10024     		NONE   CHARITABLE 500
    THE INNOCENCE PROJECT40 WORTH ST SUITE 701
    NEW YORK,NY10013     		NONE   CHARITABLE 500
    THE JOYJ INITIATIVE152 WEST 71ST ST
    NEW YORK,NY10023     		NONE   CHARITABLE 1,000
    THE LORD'S PANTRY4050 DURHAM RD
    OTTSVILLE,PA18942     		NONE   CHARITABLE 10,000
    THE PENNINGTON SCHOOL112 WEST DELAWARE AVE
    PENNINGTON,NJ08534     		NONE   CHARITABLE 250
    THE SHEPHERD FOUNDATIONPO BOX 50
    KENSINGTON,MD20895     		NONE   CHARITABLE 1,000
    THIRD OPTION FOUNDATION12007 SUNRISE VALLEY DRIVE SUITE
    105
    RESTON,VA20191     		NONE   CHARITABLE 12,500
    UC SAN DIEGO FOUNDATION9500 GILMAN DRIVE
    LA JOLLA,CA920930940     		NONE   CHARITABLE 22,500
    UNIVERSITY OF MARYLAND500 WEST BALTIMORE STREET
    BALTIMORE,MD21201     		NONE   CHARITABLE 4,000,100
    UNIVERSITY OF NEW HAMPSHIRE21 MADBURY ROAD SUITE 101
    DURHAM,NH03824     		NONE   CHARITABLE 1,000
    UNIVERSITY OF NOTRE DAME1100 GRACE HALL
    NOTRE DAME,IN46556     		NONE   CHARITABLE 10,000
    UNIVERSITY OF PENNSYLVANIA3451 WALNUT ST SUITE 305
    PHILADELPHIA,PA19104     		NONE   CHARITABLE 9,049,325
    UNIVERSITY OF ROCHESTERPO BOX 270032 300 EAST RIVER RD
    ROCHESTER,NY14627     		NONE   CHARITABLE 3,750
    US SOCCER FOUNDATION1140 CONNECTICUT AVE NW SUITE 1200
    WASHINGTON,DC20036     		NONE   CHARITABLE 2,500
    UVA FUNDPO BOX 400314
    CHARLOTTESVILLE,VA22904     		NONE   CHARITABLE 3,636
    VASSAR COLLEGE124 RAYMOND AVENUE BOX 725
    POUGHKEEPSIE,NY12604     		NONE   CHARITABLE 7,500
    VILLANOVA UNIVERSITY800 E LANCASTER AVE
    VILLANOVA,PA19085     		NONE   CHARITABLE 500
    WE ACT FOR ENVIRONMENTAL JUSTICE1854 AMSTERDAM AVENUE 2ND FLOOR
    NEW YORK,NY10031     		NONE   CHARITABLE 10,000
    WORK TO RIDE INC98 CHAMOUNIX DR
    PHILADELPHIA,PA19131     		NONE   CHARITABLE 2,500
    ZOOLOGICAL SOCIETY OF PHILADELPHIA3400 WEST GIRARD AVE
    PHILADELPHIA,PA19104     		NONE   CHARITABLE 25,000
    Total ...............................bullet 3a 25,241,801
    bApproved for future payment
    ASUPO BOX 2260
    TEMPE,AZ852802260     		NONE   CHARITABLE 18,548,000
    CS105 TUSCANY RD
    BALTIMORE,MD21210     		NONE   CHARITABLE 2,000,000
    CMC2777 STEMMONS FREEWAY SUITE 1700
    DALLAS,TX75207     		NONE   CHARITABLE 333,000
    GS5407 ROLAND AVENUE
    BALTIMORE,MD21210     		NONE   CHARITABLE 2,000,000
    JHU3400 N CHARLES ST
    BALTIMORE,MD21218     		NONE   CHARITABLE 20,000,000
    NYP850 THIRD AVENUE 12TH FLOOR
    NEW YORK,NY10022     		NONE   CHARITABLE 1,027,000
    PENN3451 WALNUT ST SUITE 305
    PHILADELPHIA,PA19104     		NONE   CHARITABLE 101,000,000
    Total ................................bullet 3b 144,908,000

    TY 2020 AccountingFeesSchedule
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 24,447 0   24,447

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3,231,534 SHARES OF W.P CAREY INC 228,081,670 228,081,670
    AGNICO EAGLE MINES LIMITED 2,497,887 2,497,887
    ALBEMARLE CORP 1,966,589 1,966,589
    AMAZON COM INC 4,478,279 4,478,279
    AMGEN INC 3,187,841 3,187,841
    BARRICK GOLD CORP 2,523,591 2,523,591
    BERKSHIRE HATHAWAY INC CL B 7,514,907 7,514,907
    B H P BILLITON LIMITED A D R 8,005,980 8,005,980
    COSTCO WHSL CORP 4,329,956 4,329,956
    ENBRIDGE INC 5,149,078 5,149,078
    FRANCO NEVADA CORP 2,300,808 2,300,808
    JOHNSON JOHNSON 3,244,546 3,244,546
    MICROSOFT CORP 4,143,240 4,143,240
    NEWMONT CORPORATION 2,580,061 2,580,061
    POSCO A D R 9,852,021 9,852,021
    PFIZER INC 2,859,030 2,859,033
    RIO TINTO PLC A D R 8,580,270 8,580,270
    ROYAL GOLD INC 2,545,408 2,545,408
    SOUTHERN COPPER CORP DEL 9,913,608 9,913,608
    TC ENERGY CORP 4,931,966 4,931,966
    UNITEDHEALTH GROUP INC 3,093,348 3,093,348
    VERISIGN INC 3,360,476 3,360,476
    VERIZON COMMUNICATIONS INC 4,059,449 4,059,449
    VIATRIS INC 180,597 180,597
    WALMART INC 4,150,079 4,150,079
    WHEATON PRECIOUS METAL CORP 2,630,497 2,630,497
    WILLIAMS COS INC 5,083,016 5,083,016
    MEDTRONIC PLC 3,823,215 3,823,215
    ADOBE INC 961,231 961,231
    ALARM COM HOLDINGS INC 341,592 341,592
    AMERICAN TOWER CORP 2,689,704 2,689,704
    ANSYS INC 376,897 376,897
    BERKSHIRE HATHAWAY INC CL B 9,043 9,043
    BROOKFIELD ASSET MANAGE CL A 904,473 904,473
    CARMAX INC 1,182,545 1,182,545
    COLONY CAPITAL INC 84,983 84,983
    COSTAR GROUP INC 1,487,167 1,487,167
    DANAHER CORP 617,771 617,771
    THE DESCARTES SYSTEMS GROUP INC 21,404 21,404
    DOLLAR TREE INC 816,674 816,674
    GOOSEHEAD INSURANCE INC A 50,528 50,528
    KKR CO INC A 984,231 984,231
    LAMAR ADVERTISING CO A 7,157 7,157
    LIVE NATION ENTERTAINMENT INC 654,339 654,339
    MARKEL CORP 811,141 811,141
    MASTERCARD INC 3,531,921 3,531,921
    MOODYS CORP 2,755,829 2,755,829
    O REILLY AUTOMOTIVE INC 1,403,420 1,403,420
    OLLIES BARGAIN OUTLET HOLDI 68,850 68,850
    PRIMO WATER CORP 14,520 14,520
    ROPER INDS INC 1,363,538 1,363,538
    SBA COMMUNICATIONS CORP 1,184,664 1,184,664
    VERISK ANALYTICS INC CL A 851,119 851,119
    VISA INC CLASS A SHARES 1,905,138 1,905,138
    AGEX THERAPUTICS INC 839 839
    ALLIANCE DATA SYSTEMS CORP 74,767 74,767
    CREDIT ACCEPTANCE CORP 2,236,757 2,236,757
    LINEAGE CELL THERAPEUTICS IN 11,588 11,588
    SYSTEMAX INC 230,665 230,665
    VAPOTHERM INC 252,618 252,618
    WAYFAIR INC CLASS A 3,390,989 3,390,989
    WORLD ACCEP CORP 768,694 768,694
    YELP INC 624,683 624,683
    CIMPRESS PLC 1,286,532 1,286,532

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    US Government Securities - End of Year Book Value:

    62,346,227
    US Government Securities - End of Year Fair Market Value:

    62,346,227
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    60,000 SHARES OF THE CHILDREN'S INVESTMENT FUND FMV 13,431,000 13,431,000
    28,845 SHS ISHARES GOLD TRUST FMV 28,527,845 28,527,845
    646,073 SHS ISHARES CORE MSCI EMERGING MKTS FMV 40,082,369 40,082,369
    686,488 SHS VANGUARD FTSE EMERGING MARKETS IND FMV 34,399,914 34,399,914

    TY 2020 LegalFeesSchedule
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 101,218 0   101,218


    TY 2020 OtherDecreasesSchedule
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    Description Amount
    CHANGE IN UNREALIZED GAIN OF SECURITIES 29,348,410


    TY 2020 OtherExpensesSchedule
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 17,110 0   17,110
    INVESTMENT MANAGEMENT FEES 942,640 942,640   0
    PAYROLL FEES 2,877 0   2,877
    OFFICE EXPENSE 5,733 0   5,733


    TY 2020 OtherIncomeSchedule2
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SETTLEMENT INCOME 9,675 9,675  


    TY 2020 OtherIncreasesSchedule
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    Description Amount
    UNREALIZED GAIN IN DONATION OF SECURITIES 8,797,797


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 66,058 0   66,058


    TY 2020 TaxesSchedule
    Name:
    W P CAREY FOUNDATION INC
    EIN:
    13-3597510
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL 990-PF EXCISE TAX 335,000 0   0
    FOREIGN TAXES 129,622 129,622   0
    PAYROLL TAX 9,684 0   9,684
    STATE FILING FEES 1,500 0   1,500