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 ANGELO FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)245 PARK AVENUE-26TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10167
A Employer identification number

81-1326413
B Telephone number (see instructions)

(212) 692-2023
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$70,362,546J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,563 6,563  
4 Dividends and interest from securities... 242,049 242,049  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -506,359
b Gross sales price for all assets on line 6a 36,892,582
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)....... Click to see attachment 2,333,728 2,333,728  
12 Total. Add lines 1 through 11........ 2,075,981 2,582,340  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 100,000 0   0
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 24,224 24,224   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,224 24,224   0
25 Contributions, gifts, grants paid....... 3,674,350 3,674,350
26 Total expenses and disbursements. Add lines 24 and 25 3,798,574 24,224   3,674,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,722,593
b Net investment income (if negative, enter -0-) 2,558,116
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.............   1 1
2 Savings and temporary cash investments......... 16,501,616 2,009,144 2,009,144
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2 Click to see attachment2 2
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).......... 56,711,589 Click to see attachment69,588,080 68,353,399
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) 73,213,207 71,597,227 70,362,546
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment25,004 Click to see attachment131,617
23 Total liabilities (add lines 17 through 22)......... 25,004 131,617
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 73,188,203 71,465,610
29 Total net assets or fund balances (see instructions)..... 73,188,203 71,465,610
30 Total liabilities and net assets/fund balances (see instructions). 73,213,207 71,597,227
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
73,188,203
2
Enter amount from Part I, line 27a .....................
2
-1,722,593
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
71,465,610
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
71,465,610
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 SOUTHEAST TX HFC D   2020-08-18
b MFB NORTHERN INSTITUTIONAL FUNDS P   2020-02-05
c CF AG DIVERSIFIED INCOME FUND PLUS D 2019-01-02 2020-01-31
d JPM PRIME MM FD P   2020-12-31
e AG NET LEASE REALTY FUND- BASIS ADJUSTMENT D   2020-12-31
SELBY LIFE SCIENCES- BASIS ADJUSTMENT D   2020-12-31
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 598   598 0
b 15,501,450   15,500,250 1,200
c 83,648   83,648 0
d 21,229,878   21,225,243 4,635
e     262,496 -262,496
    326,706 -326,706
77,008     77,008
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       0
b       1,200
c       0
d       4,635
e       -262,496
      -326,706
      77,008
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 -506,359
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 35,558
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 35,558
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 35,558
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 134,271
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.............. 7 134,271
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 98,713
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet98,713 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 addressbulletNONE
    14
    The books are in care ofbulletTAXPAYER Telephone no.bullet (212) 692-2023

    Located atbullet245 PARK AVENUE-26TH FLOORNEW YORKNY ZIP+4bullet10167
    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 bullet2019, 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
    Yes
     
    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
    JUDITH HART ANGELO PRESIDENT
    1.00     		0 0 0
    245 PARK AVENUE-26TH FLOOR
    NEW YORK,NY10167
    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
    60,293,394
    b
    Average of monthly cash balances.......................
    1b
    12,996,435
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    73,289,829
    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
    73,289,829
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,099,347
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    72,190,482
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,609,524
    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
    3,609,524
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    35,558
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    10,710
    c
    Add lines 2a and 2b............................
    2c
    46,268
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,563,256
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,563,256
    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
    3,563,256
    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
    3,674,350
    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
    3,674,350
    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
    3,674,350
    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 3,563,256
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 3,714,650
    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$ 3,674,350
    a Applied to 2019, but not more than line 2a 3,674,350
    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..... 0
    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 .............     		40,300
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		3,563,256
    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
    AMERICAN CAMP ASSOCIATION
    5000 STATE ROAD 67 NORTH
    MARTINSVILLE,IN46151     		NONE PC FOR OPERATIONS 10,000
    AMERICAN SKIN ASSOCIATION
    335 MADISON AVE
    NEW YORK,NY10017     		NONE PC FOR OPERATIONS 10,000
    AMHERST COLLEGE
    AMHERST COLLEGE
    AMHERST,MA01022     		NONE PC FOR OPERATIONS 5,000
    ANIMAL MEDICAL CENTER
    510 EAST 62 STREET
    NEW YORK,NY10065     		NONE PC FOR OPERATIONS 10,000
    ANTI-DEFAMATION LEAGUE
    605 3RD AVE
    NEW YORK,NY10158     		NONE PC FOR OPERATIONS 25,000
    ASCAP FOUNDATION
    250 W 57 STREET
    NEW YORK,NY10107     		NONE PC FOR OPERATIONS 5,000
    ATLANTIC SALMON FOUNDATION
    PO BOX 807
    CALAIS,ME04619     		NONE PC FOR OPERATIONS 10,000
    BEIT T'SHUVAH
    8831 VENICE BLVD
    LOS ANGELES,CA90034     		NONE PC FOR OPERATIONS 5,000
    BRAILLE INSTITITE
    741 N VERMONT AVE
    LOS ANGELES,CA90029     		NONE PC FOR OPERATIONS 5,000
    CAMINO NUEVA CHARTER ACADEMY
    3500 W TEMPLE STREET
    LOS ANGELES,CA90004     		NONE PC FOR OPERATIONS 25,000
    CAMP TIMANOUS
    85 PLAINS ROAD
    RAYMOND,ME04071     		NONE PC FOR OPERATIONS 10,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE
    12247 GEORGIA AVENUE
    SILVER SPRING,MD20902     		NONE PC FOR OPERATIONS 2,500
    CENTRAL PARK CONSERVANCY
    14 E 60 STREET
    NEW YORK,NY10022     		NONE PC FOR OPERATIONS 100,000
    CHABAD HOUSE
    170 COLLEGE AVE
    BRUNSWICK,NJ08901     		NONE PC FOR OPERATIONS 5,000
    CHAI LIFELINE
    151 W 30 STREET
    NEW YORK,NY10001     		NONE PC FOR OPERATIONS 10,000
    CHARITY WATER
    40 WORTH STREET
    NEW YORK,NY10013     		NONE PC FOR OPERATIONS 10,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD
    LOS ANGELES,CA90027     		NONE PC FOR OPERATIONS 5,000
    CHILDREN'S MUSEUM OF MANHATTAN
    212 WEST 83RD STREET
    NEW YORK,NY10024     		NONE PC FOR OPERATIONS 10,000
    CITY HARVEST
    6 EAST 32 STREET
    NEW YORK,NY10016     		NONE PC FOR OPERATIONS 20,000
    CITY YEAR INC
    55 B ROAD STREET
    NEW YORK,NY10004     		NONE PC FOR OPERATIONS 5,000
    COLUMBIA UNIVERSITY
    1130 AMSTERDAM AVENUE
    NEW YORK,NY10027     		NONE PC FOR OPERATIONS 200,000
    COMMON GROUND
    5113 S HARPER AVE
    CHICAGO,IL60615     		NONE PC FOR OPERATIONS 10,000
    COUNT BASSIE THEATRE
    99 MONMOUTH STREET
    RED BANK,NJ07701     		NONE PC FOR OPERATIONS 15,000
    CUNY JOURNALISM FOUNDATION
    219 W 40TH STREET
    NEW YORK,NY10018     		NONE PC FOR OPERATIONS 15,000
    DAMON RUNYON CANCER FOUNDATION
    55 BROADWAY
    NEW YORK,NY10066     		NONE PC FOR OPERATIONS 10,000
    DEAL FIRE COMPANY #2 LADIES AUXILIARY
    110 BRIGHTON AVENUE
    DEAL,NJ07723     		NONE PC FOR OPERATIONS 15,000
    DEAL'S POLICEMAN'S BENEVOLENT ASSOCIATION
    190 NORWOOD AVE
    DEAL,NJ07723     		NONE PC FOR OPERATIONS 15,000
    DUKE UNIVERSITY
    CAMPUS DRIVE
    DURHAM,NC27708     		NONE PC FOR OPERATIONS 230,000
    ECDO INC
    413 W 125 STREET
    NEW YORK,NY10027     		NONE PC FOR OPERATIONS 2,000
    EDWARD CHARLES FOUNDATION
    269 SOUTH BEVERLY DRIVE
    BEVERLY HILLS,CA90212     		NONE PC FOR OPERATIONS 5,000
    ELBERTON FIRST AID
    203 ELBERT STREET
    ELBERTON,GA30635     		NONE PC FOR OPERATIONS 15,000
    EVERYTOWN FOR GUN SAFETY SUPPORT FUND
    450 LEXINGTON AVENUE
    NEW YORK,NY10022     		NONE PC FOR OPERATIONS 20,000
    FRIENDS OF THE LA PHILARMONIC
    151 SOUTH GRAND AVE
    LOS ANGELES,CA90012     		NONE PC FOR OPERATIONS 60,000
    GEORGE BUSH FOUNDATION
    PO BOX 14141
    COLLEGE STATION,TX77841     		NONE PC FOR OPERATIONS 25,000
    GHETTO FILM SCHOOL
    79 ALEXANDER AVE
    BRONX,NY10454     		NONE PC FOR OPERATIONS 20,000
    GIRL SCOUTS OF NEW YORK
    420 FIFTH AVENUE
    NEW YORK,NY10018     		NONE PC FOR OPERATIONS 5,000
    GOOD FOUNDATION
    306 W 37 STREET
    NEW YORK,NY10018     		NONE PC FOR OPERATIONS 180,000
    GREENWICH FIRE DEPARTMENT
    15 HAVEMEYER PL
    GREENWICH,CT06830     		NONE PC FOR OPERATIONS 30,000
    GUGGENHEIM MUSEUM
    1071 FIFTH AVENUE
    NEW YORK,NY10128     		NONE PC FOR OPERATIONS 5,000
    HARVARD UNIVERSITY
    124 MT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE PC FOR OPERATIONS 20,000
    IECA FOUNDATION
    3251 OLD LEE HIGHWAY
    FAIRFAX,VA22030     		NONE PC FOR OPERATIONS 20,000
    JAWS AND PAWS
    33545 JUNIPER VALLEY ROAD
    ACTON,CA93510     		NONE PC FOR OPERATIONS 10,000
    JUMP START
    308 CONGRESS STREET
    BOSTON,MA02210     		NONE PC FOR OPERATIONS 50,000
    KAUFMAN MUSIC CENTER
    129 W 67 STREET
    NEW YORK,NY10023     		NONE PC FOR OPERATIONS 5,000
    KOKUA HAWAII FOUNDATION
    POB 866
    HALEIWA,HI96712     		NONE PC FOR OPERATIONS 20,000
    LA GOAL
    4911 OVERLAND AVENUE
    CULVER CITY,CA90230     		NONE PC FOR OPERATIONS 15,000
    LA REGIONAL FOOD BANK
    1734 EAST 41 STREET
    LOS ANGELES,CA90058     		NONE PC FOR OPERATIONS 5,000
    LINCOLN CENTER FOR THE PERFORMING ARTS
    LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PC FOR OPERATIONS 20,000
    LONG BRANCH PBA LOCAL 10
    1 MADISON AVE
    LONG BRANCH,NJ07740     		NONE PC FOR OPERATIONS 15,000
    LUZ DEL CIELO FOURSQUARE CHURCH
    1350 W JEFFERSON STREET
    LOS ANGELES,CA90007     		NONE PC FOR OPERATIONS 2,000
    MANHATTAN THEATRE CLUB
    311 WEST 43 STREET
    NEW YORK,NY10036     		NONE PC FOR OPERATIONS 10,000
    MAYO CLINIC
    200 FIRST ST SW
    ROCHESTER,MN55905     		NONE PC FOR OPERATIONS 25,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE PC FOR OPERATIONS 85,000
    MONMOUTH MEDICAL CENTER FOUNDATION
    300 2ND AVENUE
    LONG BRANCH,NJ07740     		NONE PC FOR OPERATIONS 50,000
    MOUNT SINAI
    1648 MADISON AVE
    NEW YORK,NY10029     		NONE PC FOR OPERATIONS 75,000
    MUSICARES
    156 W 56 STREET
    NEW YORK,NY10019     		NONE PC FOR OPERATIONS 10,000
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024     		NONE PC FOR OPERATIONS 25,000
    NY PHILAMONIC
    10 LINCOLN CENTER
    NEW YORK,NY10023     		NONE PC FOR OPERATIONS 15,000
    NY POLICE & FIRE WIDOWS FUND
    156 W 56 STREEET
    NEW YORK,NY10019     		NONE PC FOR OPERATIONS 5,000
    NY PUBLIC LIBRARY
    476 5TH AVE
    NEW YORK,NY10018     		NONE PC FOR OPERATIONS 70,000
    NEW YORK PUBLIC RADIO
    445 FIFTH AVENUE
    NEW YORK,NY10016     		NONE PC FOR OPERATIONS 10,000
    NORTHSIDE CENTER
    1475 PARK AVENUE
    NEW YORK,NY10029     		NONE PC FOR OPERATIONS 20,000
    OPENING ACT
    81 PROSPECT STREET
    BROOKLYN,NY11201     		NONE PC FOR OPERATIONS 35,000
    OUR HOUSE-GRIEF SUPPORT CENTER
    1663 SAWTELLE RD
    LOS ANGELES,CA90025     		NONE PC FOR OPERATIONS 5,000
    PARK CENTURY SCHOOL
    3939 LANDMARK STREET
    CULVER CITY,CA90232     		NONE PC FOR OPERATIONS 125,000
    PARTNERSHIP SCHOOLS
    1011 FIRST AVENUE
    NEW YORK,NY10022     		NONE PC FOR OPERATIONS 5,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    PO BOX 97166
    WASHINGTON,DC20090     		NONE PC FOR OPERATIONS 65,000
    POLICE ATHLETIC LEAGUE
    34 1/2 EAST 12 ST
    NEW YORK,NY10003     		NONE PC FOR OPERATIONS 5,000
    PUBLICOLOR
    20 W 36TH STREET
    NEW YORK,NY10018     		NONE PC FOR OPERATIONS 5,000
    RAMAPO FOR CHILDREN
    49 W 38 ST
    NEW YORK,NY10018     		NONE PC FOR OPERATIONS 40,000
    RISING TREETOPS AT OAKHURST
    1140 BROADWAY
    NEW YORK,NY10001     		NONE PC FOR OPERATIONS 10,000
    ROCKEFELLER UNIVERSITY
    1230 YORK AVE
    NEW YORK,NY10065     		NONE PC FOR OPERATIONS 25,000
    SILVER SHIELD FOUNDATION
    870 UNITED NATIONS PLAZA
    NEW YORK,NY10017     		NONE PC FOR OPERATIONS 5,000
    SMITHONIAN INSTITUTION
    POB 37012
    WASHINGTON,DC20013     		NONE PC FOR OPERATIONS 50,000
    SOCIAL IMPACT FUND
    750 W 7 STREET
    LOS ANGELES,CA90081     		NONE PC FOR OPERATIONS 5,000
    ST JUDES CHILDRENS RESEARCH
    220 EAST 42 STREET
    NEW YORK,NY10017     		NONE PC FOR OPERATIONS 10,000
    ST LAWRENCE UNIVERSITY
    23 ROMODA DR
    CANTON,NY13617     		NONE PC FOR OPERATIONS 100,000
    ST PAUL THE APOSTLE
    405 W 59 STREET
    NEW YORK,NY10019     		NONE PC FOR OPERATIONS 5,000
    STEADMAN PHILPPON RESEARCH INSTITUTE
    181 W MEADOW DR
    VAIL,CO81657     		NONE PC FOR OPERATIONS 20,000
    STEEP ROCK ASSOCIATION
    POB 279
    WASHINGTON DEPOT,CT06794     		NONE PC FOR OPERATIONS 5,000
    STREET POETS
    2116 ARLINGTON AVE
    LOS ANGELES,CA90018     		NONE PC FOR OPERATIONS 10,000
    SUCCESS ACADEMY CHARTER SCHOOL
    95 PINE STREET
    NEW YORK,NY10005     		NONE PC FOR OPERATIONS 10,000
    TEACHING BEYOND THE SQUARE
    130 EAST 16 STREET
    NEW YORK,NY10003     		NONE PC FOR OPERATIONS 5,000
    THE ALZHEIMER'S ASSOCIATION
    60 EAST 42 STREET
    NEW YORK,NY10165     		NONE PC FOR OPERATIONS 25,000
    THE AMERICAN FILM INSTITUTE
    2021 N WESTERN AVE
    LOS ANGELES,CA90027     		NONE PC FOR OPERATIONS 35,000
    THE AMERICAN MUSEUM OF NATURAL HISTORY
    200 CENTRAL PARK WEST
    NEW YORK,NY10024     		NONE PC FOR OPERATIONS 50,000
    THE ASPEN INSTITUTE
    477 MADISON AVENUE
    NEW YORK,NY10022     		NONE PC FOR OPERATIONS 25,000
    THE CENTER FOR EARLY EDUCATION
    563 N ALFRED ST
    HOLLYWOOD,CA90048     		NONE PC FOR OPERATIONS 300,000
    THE CHILDREN'S RANCH
    4007 VERDANT STREET
    LOS ANGELES,CA90039     		NONE PC FOR OPERATIONS 5,000
    THE DRAWING CENTER
    35 WOOSTER STREET
    NEW YORK,NY10013     		NONE PC FOR OPERATIONS 5,000
    THE GEFFEN PLAYHOUSE INC
    10886 LE CONTE AVE
    LOS ANGELES,CA90024     		NONE PC FOR OPERATIONS 25,000
    THE GRAMMY MUSEUM FOUNDATION
    800 W OLYMPIC BLVD
    LOS ANGELES,CA90015     		NONE PC FOR OPERATIONS 25,000
    THE JEWISH FEDERATION
    25 BROADWAY
    NEW YORK,NY10004     		NONE PC FOR OPERATIONS 3,000
    THE JOAN DANCY & PALS FOUNDATION
    1 RIVERVIEW PLAZA
    RED NECK,NJ07701     		NONE PC FOR OPERATIONS 8,000
    THE KEEWAYDIN FOUNDATION
    950 W SHORE RD
    SALISBURY,VT05769     		NONE PC FOR OPERATIONS 130,000
    THE LEUKEMIA & LYMPHOMA SOCIETY
    POB 98018
    WASHINGTON,DC20090     		NONE PC FOR OPERATIONS 5,000
    THE MISFITS INC
    425 W 18TH STREET
    NEW YORK,NY10011     		NONE PC FOR OPERATIONS 10,000
    THE MUSEUM OF MODERN ART
    11 W 53 ST
    NEW YORK,NY10019     		NONE PC FOR OPERATIONS 150,000
    THE NEW YORK PHYSICIANS FOUNDATION
    635 MADISON AVE
    NEW YORK,NY10022     		NONE PC FOR OPERATIONS 25,000
    THE OAKWOOD SCHOOL
    4000 MACGREGOR DOWNS RD
    GREENVILLE,NC27834     		NONE PC FOR OPERATIONS 80,000
    THE OCEAN CLEAN UP NORTH PACIFIC FOUNDATION
    100 WALL STREET
    NEW YORK,NY10005     		NONE PC FOR OPERATIONS 10,000
    THE PALEY CENTER FOR MEDIA
    25 W 52 STREET
    NEW YORK,NY10019     		NONE PC FOR OPERATIONS 30,000
    THE PUBLIC THEATER
    425 LAFAYETTE STREET
    NEW YORK,NY10003     		NONE PC FOR OPERATIONS 25,000
    THE TREVOR PROJECT
    POB 69232
    WEST HOLLYWOOD,CA90069     		NONE PC FOR OPERATIONS 5,000
    TRINITY SCHOOL
    139 W 91 STREET
    NEW YORK,NY10024     		NONE PC FOR OPERATIONS 50,000
    UNITED WAY
    205 EAST 42 STREET
    NEW YORK,NY10017     		NONE PC FOR OPERATIONS 20,000
    UNTERMYER GARDENS CONSERVANCY
    945 N BROADWAY
    YONKERS,NY10701     		NONE PC FOR OPERATIONS 12,500
    UWWC
    815 NORTH BROADWAY
    SARATOGA SPRINGS,NY12866     		NONE PC FOR OPERATIONS 23,350
    VAIL HEALTH FOUNDATION
    181 W MEADOW DRIVE
    VAIL,CO81657     		NONE PC FOR OPERATIONS 20,000
    VAIL INTERNATIONAL HOCKEY
    232 WEST MEADOW DRIVE
    VAIL,CO91657     		NONE PC FOR OPERATIONS 10,000
    VAIL VALLEY FOUNDATION
    90 W BENCHMARK RD
    AVON,CO81620     		NONE PC FOR OPERATIONS 25,000
    VERMONT YOUTH CONSERVATION CORPS
    1949 E MAIN ST
    RICHMOND,VT05477     		NONE PC FOR OPERATIONS 20,000
    WASHINGTON MONTESSORI SCHOOL
    240 LITCHFIELD TURNPIKE
    NEW PRESTON,CT06777     		NONE PC FOR OPERATIONS 10,000
    WASHINTON VOLUNTEER FIRE DEPARTMENT
    109 BEE BROOK ROAD
    WASHINGTON DEPOT,CT06794     		NONE PC FOR OPERATIONS 11,000
    WEILL CORNELL MEDICAL COLLEGE
    520 EAST 70 STREET
    NEW YORK,NY10065     		NONE PC FOR OPERATIONS 60,000
    WEST LA LITTLE LEAGUES
    PO BOX 24365
    LOS ANGELES,CA90024     		NONE PC FOR OPERATIONS 20,000
    WHITNEY MUSEUM OF AMERICAN ART
    99 GANSEVOORT ST
    NEW YORK,NY10014     		NONE PC FOR OPERATIONS 100,000
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20037     		NONE PC FOR OPERATIONS 5,000
    YALE UNIVERSITY
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PC FOR OPERATIONS 20,000
    Total .................................bullet 3a 3,674,350
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 6,563  
    4 Dividends and interest from securities....     14 242,049  
    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 2,333,728  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -506,359  
    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 2,075,981 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,075,981
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ANGELO FAMILY CHARITABLE FOUNDATION
    EIN:
    81-1326413
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1 SHARE ORION REFINING 1 1
    2 SHARES MACAU CAPITAL 1 1

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ANGELO FAMILY CHARITABLE FOUNDATION
    EIN:
    81-1326413
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AG CAPITAL RECOVERY VII HOLDINGS, LP AT COST 50,925 10,126
    AG DIVERSIFIED INCOME FUND PLUS, LTD AT COST 399,260 362,250
    AG CORPORATE CREDIT OPPORTUNITIES, LTD AT COST 8,925,596 9,096,733
    AG ENERGY PARTNERS II, L.P. AT COST 1,204,567 1,223,854
    AG ENERGY PARTNERS L.P. AT COST 0 66,880
    AG EUROPE REALTY HOLDINGS, L.P. AT COST 253,846 501,764
    AG NET LEASE REALTY FUND III, LP AT COST 1,447,242 1,535,948
    AG OPPORTUNISTIC WHOLE LOAN FUND, LP AT COST 260,047 548,203
    ANGELO, GORDON & CO., L.P. AT COST 34,258,731 32,945,640
    PRIVATE EQUITY US OPPORTUNITIES II LP AT COST 488,522 322,815
    EAGLE RANCH LOT INVESTORS, LLC AT COST 1,199,442 976,593
    FS EQUITY PARTNERS VII LP AT COST 1,712,263 1,539,475
    PROMISSORY NOTE-OCEAN BEACH CLUB AT COST 387,500 387,500
    REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND I LP AT COST 1,099,436 732,363
    SHEA VETURES OPPORTUNITY FUND B-II, LP AT COST 1,019,869 650,749
    SHEA VENTURES OPPORTUNITY FUND II, LP AT COST 821,883 694,313
    TATIRA 2, LLC AT COST 1,226,292 0
    AG SF (L) LP AT COST 0 12,067
    EDGEWOOD GROWTH FUND AT COST 466,715 513,897
    FIDELITY 500 INDEX AT COST 3,429,364 3,905,717
    HEALTH CARE SELECT SECTOR AT COST 513,929 555,969
    INVESCO QQQ TRUST 1 AT COST 572,512 682,385
    ISHARES RUSSELL 1000 VALUE AT COST 358,522 382,434
    PARNASSUS CORE EQUITY AT COST 812,688 901,807
    VANGUARD FINANCIALS AT COST 358,499 451,597
    VANGUARD MID-CAP AT COST 322,052 408,164
    CAUSEWAY INTERNATIONAL VALUE AT COST 298,031 349,650
    FIDELITY INTERNATIONAL INDEX AT COST 897,373 1,067,499
    OAKMARK INTERNATIONAL AT COST 388,803 526,364
    ISHARES MSCI JAPAN ETF AT COST 386,851 442,923
    T ROWE PRICE JAPAN FUND AT COST 110,180 143,178
    ISHARES MSCI ALL COUNTRY ASIAN AT COST 265,591 318,922
    T ROWE PRICE NEW ASIA AT COST 308,650 373,657
    ISHARES MSCI BRAZIL AT COST 172,663 204,367
    ISHARES CORE MSCI EMERGING AT COST 746,373 912,795
    ISHARES MSCI INDIA ETF AT COST 158,867 204,680
    MATTHEWS CHINA FUND AT COST 197,196 235,754
    ISHARES GLOBAL INFRASTRUCTURE AT COST 158,085 176,938
    VANECK GOLD MINERS AT COST 372,676 344,603
    COHEN & STEERS REAL ESTATE AT COST 420,485 464,617
    ISHARES GOLD TRUST AT COST 451,789 467,446
    PIMCO COMMODITY STRAT AT COST 157,060 189,463
    DODGE & COX INCOME AT COST 442,469 442,168
    DOUBLELINE TOTAL RETURN AT COST 352,210 352,345
    PIMCO TOTAL RETURN FUND AT COST 267,003 262,552
    PIMCO INVESTMENT GRADE AT COST 343,521 354,263
    SCHWAB U.S. TIPS ETF AT COST 217,637 223,053
    VANGUARD TOTAL BOND MARKET AT COST 884,865 886,919

    TY 2020 OtherExpensesSchedule
    Name:
    THE ANGELO FAMILY CHARITABLE FOUNDATION
    EIN:
    81-1326413
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 24,224 24,224   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE ANGELO FAMILY CHARITABLE FOUNDATION
    EIN:
    81-1326413
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AG DIVERSIFIED INCOME FUND PLUS, LTD- PFIC- ORDINARY INCOME- SEE FORM 8621 0 0 0
    AG ENERGY PARTNERS, L.P. 9,806 9,806 9,806
    AG NET LEASE REALTY FUND III, L.P. 28,839 28,839 28,839
    AG OPPORTUNISTIC WHOLE LOAN FUND LP 3,914 3,914 3,914
    ANGELO, GORDON & CO., L.P. 885,090 885,090 885,090
    EAGLE RANCH LOT INVESTORS, LLC 64,903 64,903 64,903
    FS EQUITY PARTNERS VII LP 49,062 49,062 49,062
    PRIVATE EQUITY US OPPORTUNITIES II, LP 51,294 51,294 51,294
    REVERENCE CAPITAL PARTNERS OPP FUND I LP 25,775 25,775 25,775
    SHEA VENTURES OPPORTUNITY FUND B-II, LP 22,702 22,702 22,702
    SHEA VENTURES OPPORTUNITY FUND II, LP 40,731 40,731 40,731
    TATIRA 2, LLC 0 0 0
    AG CORPORATE CREDIT OPPORTUNITIES FUND LTD- SEE FORM 8621 1,032,574 1,032,574 1,032,574
    AG EUROPE REALTY HOLDINGS, LP- SEE FORM 8621 77,558 77,558 77,558
    AG CAPITAL RECOVERY VII HOLDINGS LP- SEE FORM 8621 0 0 0
    AG NET LEASE REALTY FUND III, L.P.- MANAGEMENT FEE REBATE 41,480 41,480 41,480


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE ANGELO FAMILY CHARITABLE FOUNDATION
    EIN:
    81-1326413
    Description Beginning of Year - Book Value End of Year - Book Value
    AG ENERGY PARTNERS L.P. 25,004 33,803
    AG SF (L) LP 0 97,814


    TY 2020 TaxesSchedule
    Name:
    THE ANGELO FAMILY CHARITABLE FOUNDATION
    EIN:
    81-1326413
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 100,000 0   0