Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O J KRAINES 47 IRVING STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, MA02476
A Employer identification number

13-6163100
B Telephone number (see instructions)

(781) 454-9000
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$8,474,009J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 323,265 323,265  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -163,545
b Gross sales price for all assets on line 6a 3,401,411
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 159,720 323,265  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,500      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 34,686 31,805    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,197 31,805   0
25 Contributions, gifts, grants paid....... 312,100 312,100
26 Total expenses and disbursements. Add lines 24 and 25 353,297 31,805   312,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -193,577
b Net investment income (if negative, enter -0-) 291,460
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............. 20,854 26,416 26,416
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,124 4,250 4,250
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,533,592 Click to see attachment5,059,360 6,051,991
c Investments—corporate bonds (attach schedule)....... 1,979,619 Click to see attachment1,967,041 1,880,319
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 651,039 Click to see attachment425,143 510,834
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,374 Click to see attachment199 Click to see attachment199
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,187,602 7,482,409 8,474,009
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
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........... 8,187,602 7,482,409
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,187,602 7,482,409
30 Total liabilities and net assets/fund balances (see instructions). 8,187,602 7,482,409
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
8,187,602
2
Enter amount from Part I, line 27a .....................
2
-193,577
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
-511,616
4
Add lines 1, 2, and 3 ..........................
4
7,482,409
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,482,409
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 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 4,051
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  
3 Add lines 1 and 2........................... 3 4,051
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,051
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,137
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 3137 7 3,137
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 914
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
 
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
 
 
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
     
     
    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
     
     
    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 addressbullet  
    14
    The books are in care ofbulletJEFFREY KRAINES Telephone no.bullet (774) 240-1306

    Located atbullet47 IRVING STREETARLINGTONMA ZIP+4bullet02476
    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 bullet2016, 2017, 2018, 2019
    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
    JEFFREY L KRAINES PRESIDENT
    007.50     		0    
    47 IRVING STREET
    ARLINGTON,MA02476
    MERRILL M KRAINES TREASURER
    001.00     		0    
    671 ORCHARD LANE
    FRANKLIN LAKE,NJ07417
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    7,143,360
    b
    Average of monthly cash balances.......................
    1b
    40,343
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,183,703
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,183,703
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    107,756
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,075,947
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    353,797
    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
    353,797
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,051
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,051
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    349,746
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    349,746
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    349,746
    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 Click to see attachment..........
    1a
    312,100
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    312,100
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    312,100
    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 7 349,746
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2016, 2017, 2018 487,012
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 142,725
    b From 2016...... 173,802
    c From 2017...... 152,579
    d From 2018...... 160,631
    e From 2019...... 12,249
    fTotal of lines 3a through e........ 641,986
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 312,100
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 312,100
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 37,646 37,646
    (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 5 604,340
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		487,012
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		487,012
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		105,079
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		499,261
    10 Analysis of line 9:
    a Excess from 2016.... 173,802
    b Excess from 2017.... 152,579
    c Excess from 2018.... 160,631
    d Excess from 2019.... 12,249
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JEFFREY KRAINES
    47 IRVING STREET
    ARLINGTON,MA02476
    (781) 454-9000
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED
    cAny submission deadlines:
    NO DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS
    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
    AMCHA INITIATIVE
    POBOX 408
    SANTA CRUZ,CA95061     		    SUPPORT 500
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    352 SEVENTHY AVE STE 400
    NEW YORK,NY10001     		    SUPPORT 10,000
    AMERICAN FRIENDS OF LEKET ISRAEL
    POBOX 2090
    TEANECK,NJ07666     		    SUPPORT 500
    AMERICAN FRIENDS OF MEIR PANIM
    5316 UTRECHT AVE
    BROOKLYN,NY11219     		    SUPPORT 5,000
    AMERICAN FRIENDS OF NGO MONITOR INC
    225 NBETHLEHEM PIKE STE 60
    SPRING HOUSE,PA19477     		    SUPPORT 5,000
    AMERICAN FRIENDS OF SHMAYA SCHOOL
    863 EAST 26 STREET
    BROOKLYN,NY11210     		    SUPPORT 5,000
    AMERICAN ISRAEL EDUCATION FOUND
    70 FRANKLIN STREET
    BOSTON,MA02110     		    SUPPORT 10,000
    AMERICAN JEWISH COMMITEE
    1 LIBERTY SQUARE STE 300
    BOSTON,MA02109     		    SUPPORT 500
    AMERICAN JOINT DISTRIBUTION COMMITEE
    711 THIRD AVE 9TH FLOOR
    NEW YORK,NY10017     		    SUPPORT 1,000
    AMERICAN SOCIETY FOR YAD VASHEM
    500 5TH AVE 42ND FLOOR
    NEW YORK,NY10110     		    SUPPORT 2,500
    AMERICANS FOR PEASE AND TOLERANCE
    15 MAIN STREET STE 118
    WATERTOWN,MA02472     		    SUPPORT 10,000
    BELMONT HILL SCH DARREN GALLUP MEMORIAL
    350 PROSPECT STREET
    BELMONT,MA02478     		    SUPPORT 500
    BIRTHRIGHT ISRAEL FOUNDATION
    7111 THIRD AVE 10TH FLOOR
    NEW YORK,NY10017     		    SUPPORT 7,500
    BROWN UNUVERSITY
    POBOX 1877
    PROVIDENCE,RI02912     		    SUPPORT 500
    CALIFORNIA WESTERN SCHOOL OF LAW
    225 CEDAR STREET
    SAN DIEGO,CA92101     		    SUPPORT 1,000
    CAMERA
    POBOX 35040
    BOSTON,MA02135     		    SUPPORT 15,000
    CENTRAL FUND OF ISRAEL SHARUT HADIN
    111 LIVINGSTON STREET
    BROOKLYN,NY11201     		    SUPPORT 1,000
    CHABAD BOSTON
    121 BEACON STREET UNIT 2
    BOSTON,MA02116     		    SUPPORT 5,000
    CHABAD CHAI CENTER OF BROOKLINE
    105 STPAUL STREET
    BROOKLINE,MA02446     		    SUPPORT 7,500
    CHABAD OF MAINE
    11 POMEROY STREET
    PORTLAND,ME04102     		    SUPPORT 1,000
    CHAMAH
    420 LEXINGTON AVE STE 300
    NEW YORK,NY10170     		    SUPPORT 5,000
    COLBY FUND
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		    SUPPORT 500
    CLARION PROJECT
    2020 PENNSYLVANIA AVE NW
    WASHINGTON,DC20006     		    SUPPORT 500
    CHABAD OF GREENPOINT
    48 INDIA STREET
    BROOKLYN,NY11222     		    SUPPORT 1,000
    CONGREGATION AHAVAS ACHIM ZEMACH ZEDEK
    1546 46TH STREET
    BROOKLYN,NY11219     		    SUPPORT 1,000
    CROHN'S COLOTIS FOUNDATION OF AMERICA
    72 RIVER PARK STREET STE 202
    NEEDHAM,MA02494     		    SUPPORT 1,000
    DOC EMET PRODUCTIONS
    1922 LYONS BEND ROAD
    KNOXVILLE,TN37919     		    SUPPORT 2,500
    CONGREGATION BETH ISRAEL
    49 E GRAND AVENUE
    OLD ORCHARD BEACH,ME04064     		    SUPPORT 1,000
    EZER MIZION
    5225 NEW UTRECHT AVE 3RD FLOOR
    BROOKLYN,NY11219     		    SUPPORT 5,000
    EMET
    POBOX 66366
    WAHINGOTN,DC20035     		    SUPPORT 1,000
    FRIENDS OF AMCHA
    630 3RD AVE 15TH FLOOR
    NEW YORK,NY10017     		    SUPPORT 2,500
    FRIENDS OF ISRAEL DEFENSE FORCES
    154 WELLS AVE
    NEWTON,MA02459     		    SUPPORT 20,000
    FROM THE HEART PRODS INC
    6934 HARMON DRIVE
    VENTURA,CA93003     		    SUPPORT 500
    HONEST REPORTING
    165 EAST 56TH STREET 2ND FLOOR
    NEW YORK,NY10022     		    SUPPORT 1,000
    ISRAEL GUIDE DOG CENTER FOR VTHE BLIND
    968 EASTON ROAD STE H
    WARRINGTON,PA18976     		    SUPPORT 2,500
    JCAM CHARITABLE FOUNDATION
    189 WELLS AVE
    NEWTON CENTRE,MA02459     		    SUPPORT 5,000
    JCRC-NY
    225 WEST 34TH STREET STE 1607
    NEW YORK,NY10122     		    SUPPORT 1,000
    JEWISH BOOK COUNCIL
    520 8TH AVE 40TH FLOOR
    NEW YORK,NY10018     		    SUPPORT 1,000
    JEWISH BRAILLE INSTITUTE INTERNATIONAL
    110 EAST 30TH STREET
    NEW YORK,NY10016     		    SUPPORT 2,500
    JEWISH FAMILY & CHILDREN SERVICE
    25 MAIN STREET
    WALTHAM,MA02451     		    SUPPORT 7,500
    JEWISH FOUNDATION FOR THE RIGHTEOUS
    305 SEVENTH AVE 19TH FLOOR
    NEW YORK,NY10001     		    SUPPORT 2,500
    JEWISH NATIONAL FUND
    77 FRANKLIN STREET STE 15
    BOSTON,MA02110     		    SUPPORT 15,000
    JEWISH POLICY CENTER
    50 F STREET STE 100
    WASHINGTON,DC20001     		    SUPORT 1,000
    LIMUDD FSU INTERNATIONAL FOUNDATION INC
    815 GRAVESAND NECK RD
    BROOKLYN,NY11223     		    SUPPORT 500
    MACHNE ISRAEL INC
    1546 46TH STREET
    BROOKLYN,NY11219     		    SUPPORT 5,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10021     		    SUPPORT 2,500
    MESIVTA TIFERETH JERUSALEM OF AMERICA
    145 EAST BROADWAY
    NEW YORK,NY10002     		    SUPPORT 1,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVE
    NEW YORK,NY10028     		    SUPPORT 600
    MIDDLE EAST FORUM
    1500 WALNUT STREET STE 1050
    PHILADELPHIA,PA19102     		    SUPPORT 5,000
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PLACE
    NEW YORK,NY10280     		    SUPPORT 5,000
    NATIONAL YIDDISH BOOK CENTER
    1021 WEST STREET
    AMHERST,MA01002     		    SUPPORT 500
    NE MOTL SCHOLARSHIP FUND
    29 PUTNAM RD
    FOXBORO,MA02035     		    SUPPORT 2,000
    NEW SECTOR ALLIANCE
    711 ATLANTIC AVE
    BOSTON,MA02111     		    SUPPORT 500
    NYU HOSPITAL FOR JOINT DESEASES
    301 EAST 17TH STREET
    NEW YORK,NY10003     		    SUPPORT 20,000
    NORTHEASTERN HILLEL(JEWBER)
    70 STEVEN STREET
    BOSTON,MA02115     		    SUPPORT 1,000
    OHEL AYALAH
    3080 BROADWAY
    NEW YORK,NY10027     		    SIPPORT 1,000
    ONE FAMILY FUND
    1029 TEANECK ROAD STE 3B
    TEANECK,NJ07666     		    SUPPORT 10,000
    ORPHAN POOR & SICK FUND
    824 EASTERN PKWY
    BROOKLYN,NY11213     		    SUPPORT 2,500
    PALESTINIAN MEDIA WATCH
    980 6TH AVE 3RD FLOOR
    NEW YORK,NY10018     		    SUPPORT 7,500
    PG FAMILY FOUNDATION
    2833 CROCKETT STREET
    FORT WORTH,TX76107     		    SUPPORT 1,000
    SCHOLARS FOR PEACE IN THE MIDDLE EAST
    POBOX 2241
    BALA CYNWYD,PA19004     		    SUPPORT 2,500
    SELFHELP COMMUNITY SERVICES INC
    520 8TH AVE 5TH FLOOR
    NEW YORK,NY10018     		    SUPPORT 500
    SIMON WIESENTHAL CENTER
    1399 SROXBURY DRIVE
    LOS ANGELES,CA90035     		    SUPPORT 7,500
    THE LAWFARE PROJECT
    633 3RD AVENUE
    NEW YORK,NY10017     		    SUPPORT 1,000
    THE JEWISH MUSEDUM
    1109 FIFTH AVENUE
    NEW YORK,NY10128     		    SUPPORT 1,000
    THE HEBREW FREE BURIAL ASSOCIATION
    125 MAIDEN LANE UNIT5B
    NEW YORK,NY10038     		    SUPPORT 5,000
    THE KENNETH B SCHWARTZ CENTER
    100 CAMBRIDGE STREET STE 2100
    BOSTON,MA02114     		    SUPPORT 2,500
    TOWN & VILLAGE SYNAGOGUE
    334 EAST 14TH STREET
    NEW YORK,NY10003     		    SUPPORT 5,000
    UJA-FEDERATION-CIHS
    130 EAST 59TH STREET
    NEW YORK,NY10022     		    SUPPORT 5,000
    UJA-FEDERATION OF NY
    130 EAST 59TH STREET
    NEW YORK,NY10022     		    SUPPORT 10,000
    UNITED LUBAVITCHER YESHIVOTH
    1546 46TH STREET
    BROOKLYN,NY11219     		    SUPPORT 10,000
    US HOLOCAUST MEMORIAL MUSEUM
    60 EAST 42 STREET
    NEW YORK,NY10165     		    SUPPORT 2,500
    WORLD JEWISH CONGRESS FOUNDATION
    501MADISON AVENUE
    NEW YORK,NY10022     		    SUPPORT 1,000
    YIVO
    147-37 70TH ROAD
    FLUSHING,NY11367     		    SUPPORT 5,000
    YOUNG ISRAEL OF BROOKLINE CHARITY
    62 GREEN STREET
    BROOKLINE,MA02446     		    SUPPORT 5,000
    ZIONIST ORGANIZATION OF AMERICA
    633 THIRD AVE STE 31-B
    NEW YORK,NY10017     		    SUPPORT 5,000
    ETZ CHAIM SYNAGOGUE
    267 CONGRESS STREEDT
    PORTLAND,ME04101     		    SUPPORT 500
    FIDF (NY)
    POBOX 4224
    NEW YORK,NY10163     		    SUPPORT 5,000
    FRIENDS OF THE FORUM
    POBOX 365
    HARTSDALE,NY10530     		    SUPPORT 1,000
    THE ELLEN HERMANSON FOUNDATION
    200 WEST END AVENUE
    NEW YORK,NY10023     		    SUPPORT 1,000
    EZRAT ISRAEL INC
    806 EASTERN PKWY
    BROOKLYN,NY11213     		    SUPPORT 1,000
    Total .................................bullet 3a 312,100
    bApproved for future payment
    AMERICAN FRIENDS OF LEKET ISRAEL
    POBOX 2090
    TEANECK,NJ07666     		    SUPPORT 500
    BELMONT HILL SCH DARREN GALLUP MEMORIAL
    350 PROSPECT STREET
    BELMONT,MA02478     		    SUPPORT 500
    LIMUDD FSU INTERNATIONAL FOUNDATION INC
    815 GRAVESAND NECK RD
    BROOKLYN,NY11223     		    SUPPORT 500
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10021     		    SUPPORT 2,500
    NE MOTL SCHOLARSHIP FUND
    29 PUTNAM RD
    FOXBORO,MA02035     		    SUPPORT 2,000
    Total .................................bullet 3b 6,000
    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
    aCONTRIBUTIONS          
    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....     14 323,265  
    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    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -163,545  
    9 Net income or (loss) from special events:     02    
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		         
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   159,720  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    159,720
    (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.)
    4 Dividend and interest income on investment
    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: 20011406
    Software Version: 20.0.2.0
    Part VI Line 7 - Tax Paid with the Original Return: 3,137


    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
    AMCHA INITIATIVEPOBOX 408
    SANTA CRUZ,CA95061     		    SUPPORT 500
    AMERICAN FRIENDS OF MAGEN DAVID ADOM352 SEVENTHY AVE STE 400
    NEW YORK,NY10001     		    SUPPORT 10,000
    AMERICAN FRIENDS OF LEKET ISRAELPOBOX 2090
    TEANECK,NJ07666     		    SUPPORT 500
    AMERICAN FRIENDS OF MEIR PANIM5316 UTRECHT AVE
    BROOKLYN,NY11219     		    SUPPORT 5,000
    AMERICAN FRIENDS OF NGO MONITOR INC225 NBETHLEHEM PIKE STE 60
    SPRING HOUSE,PA19477     		    SUPPORT 5,000
    AMERICAN FRIENDS OF SHMAYA SCHOOL863 EAST 26 STREET
    BROOKLYN,NY11210     		    SUPPORT 5,000
    AMERICAN ISRAEL EDUCATION FOUND70 FRANKLIN STREET
    BOSTON,MA02110     		    SUPPORT 10,000
    AMERICAN JEWISH COMMITEE1 LIBERTY SQUARE STE 300
    BOSTON,MA02109     		    SUPPORT 500
    AMERICAN JOINT DISTRIBUTION COMMITEE711 THIRD AVE 9TH FLOOR
    NEW YORK,NY10017     		    SUPPORT 1,000
    AMERICAN SOCIETY FOR YAD VASHEM500 5TH AVE 42ND FLOOR
    NEW YORK,NY10110     		    SUPPORT 2,500
    AMERICANS FOR PEASE AND TOLERANCE15 MAIN STREET STE 118
    WATERTOWN,MA02472     		    SUPPORT 10,000
    BELMONT HILL SCH DARREN GALLUP MEMORIAL350 PROSPECT STREET
    BELMONT,MA02478     		    SUPPORT 500
    BIRTHRIGHT ISRAEL FOUNDATION7111 THIRD AVE 10TH FLOOR
    NEW YORK,NY10017     		    SUPPORT 7,500
    BROWN UNUVERSITYPOBOX 1877
    PROVIDENCE,RI02912     		    SUPPORT 500
    CALIFORNIA WESTERN SCHOOL OF LAW225 CEDAR STREET
    SAN DIEGO,CA92101     		    SUPPORT 1,000
    CAMERAPOBOX 35040
    BOSTON,MA02135     		    SUPPORT 15,000
    CENTRAL FUND OF ISRAEL SHARUT HADIN111 LIVINGSTON STREET
    BROOKLYN,NY11201     		    SUPPORT 1,000
    CHABAD BOSTON121 BEACON STREET UNIT 2
    BOSTON,MA02116     		    SUPPORT 5,000
    CHABAD CHAI CENTER OF BROOKLINE105 STPAUL STREET
    BROOKLINE,MA02446     		    SUPPORT 7,500
    CHABAD OF MAINE11 POMEROY STREET
    PORTLAND,ME04102     		    SUPPORT 1,000
    CHAMAH420 LEXINGTON AVE STE 300
    NEW YORK,NY10170     		    SUPPORT 5,000
    COLBY FUND4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		    SUPPORT 500
    CLARION PROJECT2020 PENNSYLVANIA AVE NW
    WASHINGTON,DC20006     		    SUPPORT 500
    CHABAD OF GREENPOINT48 INDIA STREET
    BROOKLYN,NY11222     		    SUPPORT 1,000
    CONGREGATION AHAVAS ACHIM ZEMACH ZEDEK1546 46TH STREET
    BROOKLYN,NY11219     		    SUPPORT 1,000
    CROHN'S COLOTIS FOUNDATION OF AMERICA72 RIVER PARK STREET STE 202
    NEEDHAM,MA02494     		    SUPPORT 1,000
    DOC EMET PRODUCTIONS1922 LYONS BEND ROAD
    KNOXVILLE,TN37919     		    SUPPORT 2,500
    CONGREGATION BETH ISRAEL49 E GRAND AVENUE
    OLD ORCHARD BEACH,ME04064     		    SUPPORT 1,000
    EZER MIZION5225 NEW UTRECHT AVE 3RD FLOOR
    BROOKLYN,NY11219     		    SUPPORT 5,000
    EMETPOBOX 66366
    WAHINGOTN,DC20035     		    SUPPORT 1,000
    FRIENDS OF AMCHA630 3RD AVE 15TH FLOOR
    NEW YORK,NY10017     		    SUPPORT 2,500
    FRIENDS OF ISRAEL DEFENSE FORCES154 WELLS AVE
    NEWTON,MA02459     		    SUPPORT 20,000
    FROM THE HEART PRODS INC6934 HARMON DRIVE
    VENTURA,CA93003     		    SUPPORT 500
    HONEST REPORTING165 EAST 56TH STREET 2ND FLOOR
    NEW YORK,NY10022     		    SUPPORT 1,000
    ISRAEL GUIDE DOG CENTER FOR VTHE BLIND968 EASTON ROAD STE H
    WARRINGTON,PA18976     		    SUPPORT 2,500
    JCAM CHARITABLE FOUNDATION189 WELLS AVE
    NEWTON CENTRE,MA02459     		    SUPPORT 5,000
    JCRC-NY225 WEST 34TH STREET STE 1607
    NEW YORK,NY10122     		    SUPPORT 1,000
    JEWISH BOOK COUNCIL520 8TH AVE 40TH FLOOR
    NEW YORK,NY10018     		    SUPPORT 1,000
    JEWISH BRAILLE INSTITUTE INTERNATIONAL110 EAST 30TH STREET
    NEW YORK,NY10016     		    SUPPORT 2,500
    JEWISH FAMILY & CHILDREN SERVICE25 MAIN STREET
    WALTHAM,MA02451     		    SUPPORT 7,500
    JEWISH FOUNDATION FOR THE RIGHTEOUS305 SEVENTH AVE 19TH FLOOR
    NEW YORK,NY10001     		    SUPPORT 2,500
    JEWISH NATIONAL FUND77 FRANKLIN STREET STE 15
    BOSTON,MA02110     		    SUPPORT 15,000
    JEWISH POLICY CENTER50 F STREET STE 100
    WASHINGTON,DC20001     		    SUPORT 1,000
    LIMUDD FSU INTERNATIONAL FOUNDATION INC815 GRAVESAND NECK RD
    BROOKLYN,NY11223     		    SUPPORT 500
    MACHNE ISRAEL INC1546 46TH STREET
    BROOKLYN,NY11219     		    SUPPORT 5,000
    MEMORIAL SLOAN KETTERING CANCER CENTER1275 YORK AVE
    NEW YORK,NY10021     		    SUPPORT 2,500
    MESIVTA TIFERETH JERUSALEM OF AMERICA145 EAST BROADWAY
    NEW YORK,NY10002     		    SUPPORT 1,000
    METROPOLITAN MUSEUM OF ART1000 FIFTH AVE
    NEW YORK,NY10028     		    SUPPORT 600
    MIDDLE EAST FORUM1500 WALNUT STREET STE 1050
    PHILADELPHIA,PA19102     		    SUPPORT 5,000
    MUSEUM OF JEWISH HERITAGE36 BATTERY PLACE
    NEW YORK,NY10280     		    SUPPORT 5,000
    NATIONAL YIDDISH BOOK CENTER1021 WEST STREET
    AMHERST,MA01002     		    SUPPORT 500
    NE MOTL SCHOLARSHIP FUND29 PUTNAM RD
    FOXBORO,MA02035     		    SUPPORT 2,000
    NEW SECTOR ALLIANCE711 ATLANTIC AVE
    BOSTON,MA02111     		    SUPPORT 500
    NYU HOSPITAL FOR JOINT DESEASES301 EAST 17TH STREET
    NEW YORK,NY10003     		    SUPPORT 20,000
    NORTHEASTERN HILLEL(JEWBER)70 STEVEN STREET
    BOSTON,MA02115     		    SUPPORT 1,000
    OHEL AYALAH3080 BROADWAY
    NEW YORK,NY10027     		    SIPPORT 1,000
    ONE FAMILY FUND1029 TEANECK ROAD STE 3B
    TEANECK,NJ07666     		    SUPPORT 10,000
    ORPHAN POOR & SICK FUND824 EASTERN PKWY
    BROOKLYN,NY11213     		    SUPPORT 2,500
    PALESTINIAN MEDIA WATCH980 6TH AVE 3RD FLOOR
    NEW YORK,NY10018     		    SUPPORT 7,500
    PG FAMILY FOUNDATION2833 CROCKETT STREET
    FORT WORTH,TX76107     		    SUPPORT 1,000
    SCHOLARS FOR PEACE IN THE MIDDLE EASTPOBOX 2241
    BALA CYNWYD,PA19004     		    SUPPORT 2,500
    SELFHELP COMMUNITY SERVICES INC520 8TH AVE 5TH FLOOR
    NEW YORK,NY10018     		    SUPPORT 500
    SIMON WIESENTHAL CENTER1399 SROXBURY DRIVE
    LOS ANGELES,CA90035     		    SUPPORT 7,500
    THE LAWFARE PROJECT633 3RD AVENUE
    NEW YORK,NY10017     		    SUPPORT 1,000
    THE JEWISH MUSEDUM1109 FIFTH AVENUE
    NEW YORK,NY10128     		    SUPPORT 1,000
    THE HEBREW FREE BURIAL ASSOCIATION125 MAIDEN LANE UNIT5B
    NEW YORK,NY10038     		    SUPPORT 5,000
    THE KENNETH B SCHWARTZ CENTER100 CAMBRIDGE STREET STE 2100
    BOSTON,MA02114     		    SUPPORT 2,500
    TOWN & VILLAGE SYNAGOGUE334 EAST 14TH STREET
    NEW YORK,NY10003     		    SUPPORT 5,000
    UJA-FEDERATION-CIHS130 EAST 59TH STREET
    NEW YORK,NY10022     		    SUPPORT 5,000
    UJA-FEDERATION OF NY130 EAST 59TH STREET
    NEW YORK,NY10022     		    SUPPORT 10,000
    UNITED LUBAVITCHER YESHIVOTH1546 46TH STREET
    BROOKLYN,NY11219     		    SUPPORT 10,000
    US HOLOCAUST MEMORIAL MUSEUM60 EAST 42 STREET
    NEW YORK,NY10165     		    SUPPORT 2,500
    WORLD JEWISH CONGRESS FOUNDATION501MADISON AVENUE
    NEW YORK,NY10022     		    SUPPORT 1,000
    YIVO147-37 70TH ROAD
    FLUSHING,NY11367     		    SUPPORT 5,000
    YOUNG ISRAEL OF BROOKLINE CHARITY62 GREEN STREET
    BROOKLINE,MA02446     		    SUPPORT 5,000
    ZIONIST ORGANIZATION OF AMERICA633 THIRD AVE STE 31-B
    NEW YORK,NY10017     		    SUPPORT 5,000
    ETZ CHAIM SYNAGOGUE267 CONGRESS STREEDT
    PORTLAND,ME04101     		    SUPPORT 500
    FIDF (NY)POBOX 4224
    NEW YORK,NY10163     		    SUPPORT 5,000
    FRIENDS OF THE FORUMPOBOX 365
    HARTSDALE,NY10530     		    SUPPORT 1,000
    THE ELLEN HERMANSON FOUNDATION200 WEST END AVENUE
    NEW YORK,NY10023     		    SUPPORT 1,000
    EZRAT ISRAEL INC806 EASTERN PKWY
    BROOKLYN,NY11213     		    SUPPORT 1,000
    Total ...............................bullet 3a 312,100
    bApproved for future payment
    AMERICAN FRIENDS OF LEKET ISRAELPOBOX 2090
    TEANECK,NJ07666     		    SUPPORT 500
    BELMONT HILL SCH DARREN GALLUP MEMORIAL350 PROSPECT STREET
    BELMONT,MA02478     		    SUPPORT 500
    LIMUDD FSU INTERNATIONAL FOUNDATION INC815 GRAVESAND NECK RD
    BROOKLYN,NY11223     		    SUPPORT 500
    MEMORIAL SLOAN KETTERING CANCER CENTER1275 YORK AVE
    NEW YORK,NY10021     		    SUPPORT 2,500
    NE MOTL SCHOLARSHIP FUND29 PUTNAM RD
    FOXBORO,MA02035     		    SUPPORT 2,000
    Total ................................bullet 3b 6,000

    TY 2020 AccountingFeesSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROCCO J. RICCIARDI 3,750      
    GOULD, KOBRICK SCHLAPP 2,750      

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
              3,401,411 3,564,956     -163,545  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,967,041 1,880,319

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PREFERRED SECURITIES 3,596,660 4,589,291
    OTHER EQUITIES 1,462,700 1,462,700

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS   425,143 510,834

    TY 2020 OtherAssetsSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXPENSES 1,374 199 199


    TY 2020 OtherExpensesSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 444      
    CHAR FEE 250      
    INVESTMENT MANAGER FEE 31,805 31,805    
    FOREIGN TAX PAID 2,187      


    TY 2020 OtherIncreasesSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Amount
    UNREALIZED GAIN LOSS ON INVESTMENTS -511,616


    TY 2020 TaxesSchedule
    Name:
    THE WILLIAM P GOLDMAN AND BROTHERS FOUNDATION INC
    EIN:
    13-6163100
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 11