Form990-PF
Click to see attachment

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
First Eagle Investment Management Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

45-4165305
B Telephone number (see instructions)

(800) 839-1754
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$1,381,343
J 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) 750,186
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,572 2,572  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
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........ 752,758 2,572  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20,025     20,025
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,025 0   20,025
25 Contributions, gifts, grants paid....... 1,087,440 1,086,432
26 Total expenses and disbursements. Add lines 24 and 25 1,107,465 0   1,106,457
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -354,707
b Net investment income (if negative, enter -0-) 2,572
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.............      
2 Savings and temporary cash investments......... 1,736,050 1,381,343 1,381,343
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,736,050 1,381,343 1,381,343
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,736,050 1,381,343
29 Total net assets or fund balances (see instructions)..... 1,736,050 1,381,343
30 Total liabilities and net assets/fund balances (see instructions). 1,736,050 1,381,343
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
1,736,050
2
Enter amount from Part I, line 27a .....................
2
-354,707
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,381,343
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
1,381,343
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 36
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 36
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 36
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 17
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 37
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1 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
 
No
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
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
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)
    bulletDE
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Melanie Dow Dir, Pres, Sec, Treas
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    David O'Connor Dir, VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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  
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    1,292,735
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,292,735
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,292,735
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    19,391
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,273,344
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    63,667
    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
    63,667
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    36
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    36
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    63,631
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    63,631
    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
    63,631
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,106,457
    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
    1,008
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,107,465
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,107,465
    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 63,631
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 685,596
    b From 2016...... 673,209
    c From 2017...... 833,481
    d From 2018...... 785,980
    e From 2019...... 871,218
    fTotal of lines 3a through e........ 3,849,484
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,107,465
    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..... 63,631
    e Remaining amount distributed out of corpus 1,043,834
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,893,318
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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 ...........
     
    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) ...
    685,596
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    4,207,722
    10 Analysis of line 9:
    a Excess from 2016.... 673,209
    b Excess from 2017.... 833,481
    c Excess from 2018.... 785,980
    d Excess from 2019.... 871,218
    e Excess from 2020.... 1,043,834
    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.
    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
    A CHANCE IN LIFE INC
    250 E 63RD ST STE 204
    NEW YORK,NY10065
    N/A PC General & Unrestricted 720
    ACTION AGAINST HUNGER USA
    ONE WHITEHALL ST 2ND FL
    NEW YORK,NY10004
    N/A PC General & Unrestricted 200
    ADIRONDACK COUNCIL INC
    PO BOX D2
    ELIZABETHTOWN,NY12932
    N/A PC General & Unrestricted 100
    ALI FORNEY CENTER
    224 W 35TH ST STE 1102
    NEW YORK,NY10001
    N/A PC General & Unrestricted 100
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
    225 N MICHIGAN AVE STE 1700
    CHICAGO,IL60601
    N/A PC General & Unrestricted 5,100
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
    60 E 42ND ST STE 2240
    NEW YORK,NY10165
    N/A PC General & Unrestricted 220
    ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH
    34 WASHINGTON ST STE 310
    WELLESLEY HILLS,MA02481
    N/A PC General & Unrestricted 500
    AMERICAN CANCER SOCIETY
    132 W 32ND ST
    NEW YORK,NY10001
    N/A PC Lucy's Making Strides of Staten Island charitable event 200
    AMERICAN INDIA FOUNDATION
    216 E 45TH ST 7TH FL
    NEW YORK,NY10017
    N/A PC General & Unrestricted 500
    AMERICAN MUSEUM OF NATURAL HISTORY
    79TH ST AT CENTRAL PARK W
    NEW YORK,NY10024
    N/A PC General & Unrestricted 15,000
    AMERICAN NATIONAL RED CROSS
    431 18TH ST NW
    WASHINGTON,DC20006
    N/A PC Disaster Relief fund 100
    AMERICAN NATIONAL RED CROSS
    2700 SW FREEWAY
    HOUSTON,TX77098
    N/A PC General & Unrestricted 400
    AMERICAN NATIONAL RED CROSS
    707 ALEXANDER RD STE 101
    PRINCETON,NJ08540
    N/A PC General & Unrestricted 150
    AMERICAN NURSES FOUNDATION INC
    8515 GEORGIA AVE STE 400
    SILVER SPRING,MD20910
    N/A PC General & Unrestricted 1,500
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO
    424 E 92ND ST
    NEW YORK,NY10128
    N/A PC General & Unrestricted 450
    AMNESTY INTERNATIONAL OF THE USA INC
    311 43RD ST 7TH FL
    NEW YORK,NY10036
    N/A PC General & Unrestricted 200
    ASHA FOR EDUCATION
    PO BOX 398080
    SAN FRANCISCO,CA94139
    N/A PC General & Unrestricted 700
    ATAXIA TELANGIECTASIA CHILDRENS PROJECT INC
    6810 N STATE RD 7 STE 125
    COCONUT CREEK,FL33073
    N/A PC General & Unrestricted 1,000
    ATAXIA TELANGIECTASIA CHILDRENS PROJECT INC
    6810 N STATE RD 7 STE 125
    COCONUT CREEK,FL33073
    N/A PC A-T Children's Project 200
    BAIL PROJECT INC
    PO BOX 102592
    PASADENA,CA91189
    N/A PC General & Unrestricted 100
    BALLET THEATRE FOUNDATION INC
    890 BROADWAY 3RD FL
    NEW YORK,NY10003
    N/A PC General & Unrestricted 40
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY12504
    N/A PC General & Unrestricted 200
    BEAGLE FREEDOM PROJECT
    4804 LAUREL CANYON BLVD 534
    VALLEY VILLAGE,CA91607
    N/A PC General & Unrestricted 200
    BLAIR ACADEMY
    2 PARK ST
    BLAIRSTOWN,NJ07825
    N/A PC General & Unrestricted 5,000
    BLINKNOW FOUNDATION A NJ NONPROFITCORPORATION
    35 KNOX HILL RD
    MORRISTOWN,NJ07960
    N/A PC General & Unrestricted 1,000
    BOOKWORM THEATRICS INC
    2 HEATH DR
    BASKING RIDGE,NJ07920
    N/A PC General & Unrestricted 5,000
    BROOKLYN BOOK BODEGA INC
    365 BRIDGE ST APT 10N
    BROOKLYN,NY11201
    N/A PC General & Unrestricted 40
    BROWNING SCHOOL
    52 E 62ND ST
    NEW YORK,NY10065
    N/A PC General & Unrestricted 5,000
    BUILDING BRIDGES
    3475 DOROTHEA CT
    TROY,MI48084
    N/A PC General & Unrestricted 250
    CANCER RESEARCH INSTITUTE INC
    29 BROADWAY 4TH FL
    NEW YORK,NY10006
    N/A PC General & Unrestricted 100
    CAREPOINT HEALTH FOUNDATION INC
    176 PALISADE AVE
    JERSEY CITY,NJ07306
    N/A PC COVID-19 Pandemic fund 72
    CEDAR VALLEY ARBORETUM & BOTANIC GARDENS
    1927 E ORANGE RD
    WATERLOO,IA50701
    N/A PC General & Unrestricted 2,500
    CENTER FOR RACIAL JUSTICE IN EDUCA TION INC
    95 MORTON ST 7TH FL
    NEW YORK,NY10014
    N/A PC General & Unrestricted 103
    CENTRAL PARK CONSERVANCY INC
    14 E 60TH ST 8TH FL
    NEW YORK,NY10022
    N/A PC General & Unrestricted 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LN STE 375
    ALEXANDRIA,VA22314
    N/A PC general & unrestricted 100
    CHARLOTTE LATIN SCHOOLS INC
    9502 PROVIDENCE RD
    CHARLOTTE,NC28277
    N/A PC General & Unrestricted 5,000
    CHICAGO LIGHTS
    126 E CHESTNUT ST
    CHICAGO,IL60611
    N/A PC General & Unrestricted 400
    CHILDRENS HOSPITAL CORPORATION
    401 PARK DR STE 602
    BOSTON,MA02215
    N/A PC General & Unrestricted 60
    CHILDRENS VILLAGE INC
    1 ECHO HILLS
    DOBBS FERRY,NY10522
    N/A PC General & Unrestricted 400
    CITY HARVEST INC
    6 E 32ND ST 5TH FL
    NEW YORK,NY10016
    N/A PC General & Unrestricted 52,274
    CITY YEAR INC
    36 S WABASH STE 1500
    CHICAGO,IL60603
    N/A PC General & Unrestricted 1,200
    COALITION FOR THE HOMELESS INC
    129 FULTON ST
    NEW YORK,NY10038
    N/A PC General & Unrestricted 100
    COLUMBIA SAILING SCHOOL
    111 N LAKE SHORE DR
    CHICAGO,IL60601
    N/A PC General & Unrestricted 175
    COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    622 W 113TH ST MC4524
    NEW YORK,NY10025
    N/A PC the College Fund of Columbia College 1,500
    COMMUNITY FOOD BANK OF NEW JERSEY INC
    31 EVANS TERMINAL
    HILLSIDE,NJ07205
    N/A PC General & Unrestricted 572
    COMMUNITY FOUNDATION OF ROCKLAND COUNTY
    PO BOX 323
    NEW CITY,NY10956
    N/A PC Wonder Girls Fund 500
    COMMUNITY FUNDS INC
    909 3RD AVE 22ND FL
    NEW YORK,NY10022
    N/A PC Emergency Cash Assistance Program (ECAP) for New York city 25,000
    COMPASSIONATE CARE ALS INC
    PO BOX 1052
    WEST FALMOUTH,MA02574
    N/A PC General & Unrestricted 1,000
    CORNELL UNIVERSITY
    130 E SENECA ST STE 400
    ITHACA,NY14850
    N/A PC General & Unrestricted 400
    COUNCIL ON THE ENVIRONMENT INC DBA GROWNYC
    100 GOLD ST STE 3300
    NEW YORK,NY10038
    N/A PC General & Unrestricted 10,000
    COVENANT HOUSE
    5 PENN PLZ
    NEW YORK,NY10001
    N/A PC General & Unrestricted 500
    CYCLE KIDS INC
    955 MASSACHUSETTS AVE STE 322
    CAMBRIDGE,MA02139
    N/A PC to purchase bikes and helmets for kids 100
    DIRECT RELIEF
    6100 WALLACE BECKNELL RD
    SANTA BARBARA,CA93117
    N/A PC General & Unrestricted 4,152
    DONORSCHOOSE ORG
    134 W 37TH ST 11TH FL
    NEW YORK,NY10018
    N/A PC General & Unrestricted 310
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708
    N/A PC Heart Transplant Discretionary Fund 1,500
    ELECTRONIC FRONTIER FOUNDATION INC
    815 EDDY ST
    SAN FRANCISCO,CA94109
    N/A PC General & Unrestricted 250
    ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY
    401 CATHEDRAL ST
    BALTIMORE,MD21201
    N/A PC General & Unrestricted 1,500
    ENTERTAINMENT INDUSTRY FOUNDATION
    10880 WILSHIRE BLVD STE 1400
    LOS ANGELES,CA90024
    N/A PC Stand Up to Cancer project 200
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104
    N/A PC General & Unrestricted 400
    F3 FOUNDATION INC
    1645 QUEENS RD W
    CHARLOTTE,NC28207
    N/A PC General & Unrestricted 250
    FEED THE CHILDREN INC
    333 N MERIDIAN AVE
    OKLAHOMA CITY,OK73107
    N/A PC General & Unrestricted 72
    FEEDING AMERICA
    161 N CLARK ST STE 700
    CHICAGO,IL60601
    N/A PC General & Unrestricted 56,950
    FESSENDEN SCHOOL
    250 WALTHAM ST
    WEST NEWTON,MA02465
    N/A PC Education fund 2,000
    FILM AT LINCOLN CENTER INC
    70 LINCOLN CENTER PLZ FRNT 4
    NEW YORK,NY10023
    N/A PC FLC Emergency Fund 1,000
    FOOD BANK FOR NEW YORK CITY
    39 BROADWAY 10TH FL
    NEW YORK,NY10006
    N/A PC General & Unrestricted 2,000
    FOOD BANK OF LOWER FAIRFIELD COUNTY INC
    461 GLENBROOK RD
    STAMFORD,CT06906
    N/A PC General & Unrestricted 500
    FOOD FOR FREE COMMITTEES INC
    11 INMAN ST
    CAMBRIDGE,MA02139
    N/A PC food donations fund for those affected by COVID-19 in addition to underserved populations in the Cambridge, MA community 515
    FOODBANK OF MONMOUTH AND OCEAN COUNTIES INC
    3300 RTE 66
    NEPTUNE,NJ07753
    N/A PC General & Unrestricted 500
    FOUNDATION FOR MORRISTOWN MEDICAL CENTER
    475 S ST 1ST FL
    MORRISTOWN,NJ07960
    N/A PC COVID-19 Support Fund 400
    FRIENDS OF MAITI NEPAL A NON-PROFIT CORPORATION
    63 COMMERCIAL WHARF APT 6
    BOSTON,MA02110
    N/A PC General & Unrestricted 500
    FRIENDS OF THE CAPE COD NATIONAL SEASHORE
    PO BOX 550
    WELLFLEET,MA02667
    N/A PC General & Unrestricted 100
    FRIENDS OF THE SEA LION INC - PACIFIC MARINE MAMMA
    20612 LAGUNA CANYON RD
    LAGUNA BEACH,CA92651
    N/A PC General & Unrestricted 300
    FUTURE 5 INC
    135 ATLANTIC ST
    STAMFORD,CT06901
    N/A PC General & Unrestricted 500
    GERMANISTIC SOCIETY OF AMERICA INC
    6 E 87TH ST
    NEW YORK,NY10128
    N/A PC General & Unrestricted 600
    GIVING ALTERNATIVE LEARNERS UPLIFTING OPPORTUNITIE
    88-03 70TH RD
    FOREST HILLS,NY11375
    N/A PC General & Unrestricted 1,100
    GLIMMERGLASS OPERA THEATRE INC
    PO BOX 191
    COOPERSTOWN,NY13326
    N/A PC General & Unrestricted 5,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632
    N/A PC General & Unrestricted 500
    HABITAT FOR HUMANITY INTERNATIONAL INC
    121 HABITAT ST
    AMERICUS,GA31709
    N/A PC General & Unrestricted 250
    HARVARD COLLEGE
    124 MOUNT AUBURN ST 4TH FL
    CAMBRIDGE,MA02138
    N/A PC General & Unrestricted 1,110
    HATCHERY CHICAGO ILLINOIS
    135 N KEDZIE AVE
    CHICAGO,IL60612
    N/A PC General & Unrestricted 175
    HAYDENS HEART INC
    118 BATHURST AVE
    N ARLINGTON,NJ07031
    N/A PC General & Unrestricted 50
    HELPING HAND FOOD PANTRY
    349 HILLSDALE AVE
    HILLSDALE,NJ07642
    N/A PC General & Unrestricted 500
    HELPING UP MISSION INCORPORATED
    1029 E BALTIMORE ST
    BALTIMORE,MD21202
    N/A PC General & Unrestricted 500
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    1429 HILL ST
    ANN ARBOR,MI48104
    N/A PC General & Unrestricted 144
    HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION
    2000 P ST NW STE 310
    WASHINGTON,DC20036
    N/A PC General & Unrestricted 200
    HOPE PROGRAM INC
    ONE SMITH ST - 4TH FL
    BROOKLYN,NY11201
    N/A PC General & Unrestricted 2,000
    HOUSE OF RUTH MARYLAND INC
    2201 ARGONNE DR
    BALTIMORE,MD21218
    N/A PC General & Unrestricted 500
    HUNTER COLLEGE FOUNDATION INC
    695 PARK AVE E1313
    NEW YORK,NY10065
    N/A PC General & Unrestricted 1,300
    HUNTER COLLEGE FOUNDATION INC
    695 PARK AVE E1313
    NEW YORK,NY10065
    N/A PC President's Coronavirus Emergency Assistance Fund 2,500
    I GROW CHICAGO NFP
    415 E N WATER ST APT 2503
    CHICAGO,IL60611
    N/A PC General & Unrestricted 600
    ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029
    N/A PC Covid 19 Response Fund 2,000
    IMENTOR INCORPORATED
    199 WATER ST 8TH FL
    NEW YORK,NY10038
    N/A PC General & Unrestricted 35,000
    ITALIAN CULTURAL CENTER INC
    315 HOMELAND SOUTHWAY
    BALTIMORE,MD21212
    N/A PC Be a Chef for a Day - Give a Warm Meal to a Neighbor Project 1,000
    JEWISH FAMILY SERVICE & CHILDRENS CENTER OF CLIFTO
    110 MAIN AVE
    PASSAIC,NJ07055
    N/A PC General & Unrestricted 500
    JOHNS HOPKINS UNIVERSITY
    1717 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036
    N/A PC General & Unrestricted 600
    JOSH PALLOTTA FUND INC
    14 STANLEY CT
    ST ALBANS,VT05478
    N/A PC General & Unrestricted 5,000
    KAPIOLANI HEALTH FOUNDATION
    55 MERCHANT ST 24TH FL
    HONOLULU,HI96813
    N/A PC General & Unrestricted 750
    KARAM FOUNDATION NFP
    230 NORTHGATE ST UNIT 742
    LAKE FOREST,IL60045
    N/A PC General & Unrestricted 500
    LAWFARE INSTITUTE
    4401 BRANDYWINE ST NW
    WASHINGTON,DC20016
    N/A PC General & Unrestricted 50
    LEUKEMIA & LYMPHOMA SOCIETY - NORTH CAROLINA CHAPT
    401 HARRISON OAKS BLVD STE 200
    CARY,NC27513
    N/A PC General & Unrestricted 200
    LEUKEMIA & LYMPHOMA SOCIETY NATIONAL CAPITAL AREA
    5845 RICHMOND HWY STE 800
    ALEXANDRIA,VA22303
    N/A PC General & Unrestricted 2,000
    LINCOLN CENTER FOR THE PERFORMING ARTS INC
    PO BOX 22349
    NEW YORK,NY10087
    N/A PC General & Unrestricted 15,000
    LITCHFIELD PERFORMING ARTS INC
    331 SHARON TPKE
    GOSHEN,CT06756
    N/A PC General & Unrestricted 5,000
    MADISON MAIN STREET FOUNDATION
    PO BOX 364
    MADISON,NJ07940
    N/A PC General & Unrestricted 200
    MAKE THE ROAD NEW YORK
    301 GROVE ST
    BROOKLYN,NY11237
    N/A PC General & Unrestricted 200
    MAKE-A-WISH FOUNDATION OF AMERICA
    1702 E HIGHLAND AVE STE 400
    PHOENIX,AZ85016
    N/A PC General & Unrestricted 5,000
    MAKE-A-WISH FOUNDATION OF METRO NEW YORK AND WESTE
    500 5TH AVE 29TH FL
    NEW YORK,NY10110
    N/A PC General & Unrestricted 25,000
    MANY HOPES INC
    67 TROTTING PARK RD
    TEATICKET,MA02536
    N/A PC General & Unrestricted 5,000
    MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
    415 CROSSWAYS PARK DR STE D
    WOODBURY,NY11797
    N/A PC General & Unrestricted 400
    MARINE TOYS FOR TOTS FOUNDATION
    18251 QUANTICO GATEWAY DR
    TRIANGLE,VA22172
    N/A PC General & Unrestricted 500
    MARYLAND FOOD BANK INC
    2200 HALETHORPE FARMS RO
    BALTIMORE,MD21227
    N/A PC General & Unrestricted 1,000
    MARYMOUNT SCHOOL OF NEW YORK
    1026 5TH AVE
    NEW YORK,NY10028
    N/A PC General & Unrestricted 1,000
    MASS MENTORING PARTNERSHIP INC
    75 KNEELAND ST 11TH FL
    BOSTON,MA02111
    N/A PC General & Unrestricted 350
    MEALS ON WHEELS AMERICA
    1550 CRYSTAL DR STE 1004
    ARLINGTON,VA22202
    N/A PC General & Unrestricted 154
    MEANS DATABASE INC
    4410 WASHINGTON AVE NW PO BOX 397
    WASHINGTON,DC20016
    N/A PC General & Unrestricted 500
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741
    N/A PC General & Unrestricted 800
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    PO BOX 5028
    HAGERSTOWN,MD21741
    N/A PC General & Unrestricted 100
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10065
    N/A PC Charitable Event 16,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10065
    N/A PC Translational Research Oncology Training (TROT) Program 100,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER The Societ
    PO BOX 27106
    NEW YORK,NY10087
    N/A PC Charitable Event 1,000
    MINKWON CENTER FOR COMMUNITY ACTION INC
    133-29 41ST AVENURE STE 202 3
    FLUSHING,NY11355
    N/A PC General & Unrestricted 1,427
    MIRACLEFEET
    107 CONNOR DR STE 230
    CHAPEL HILL,NC27514
    N/A PC General & Unrestricted 1,000
    MONMOUTH COUNTY HISTORICAL ASSOCIATION
    70 COURT ST
    FREEHOLD,NJ07728
    N/A PC General & Unrestricted 258
    MOUNT SINAI SCHOOL OF MEDICINE - VISITING DOCTORS
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029
    N/A PC COVID-19 Relief Fund 50,000
    MUSCULAR DYSTROPHY ASSOCIATION
    161 N CLARK ST STE 3550
    CHICAGO,IL60601
    N/A PC General & Unrestricted 72
    MUSEUM OF MODERN ART
    11 W 53RD ST
    NEW YORK,NY10019
    N/A PC General & Unrestricted 15,000
    MWLA
    8780 NATIONAL BLVD
    CULVER CITY,CA90232
    N/A PC General & Unrestricted 3,000
    NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
    40 RECTOR ST 5TH FL
    NEW YORK,NY10006
    N/A PC General & Unrestricted 300
    NATIONAL ATAXIA FOUNDATION INC
    600 HWY 169 S STE 1725
    ST LOUIS PARK,MN55426
    N/A PC General & Unrestricted 150
    NATIONAL ATAXIA FOUNDATION INC
    600 HWY 169 S STE 1725
    ST LOUIS PARK,MN55426
    N/A PC Reseach into SCA 8 project 1,026
    NATIONAL COMMITTEE FOR THE FURTHERANCE OF JEWISH E
    824 EASTERN PKWY
    BROOKLYN,NY11213
    N/A PC General & Unrestricted 500
    NATIONAL FOUNDATION FOR THE CTRS FOR DISEASE CONTR
    600 PEACHTREE ST NE STE 1000
    ATLANTA,GA30308
    N/A PC General & Unrestricted 50
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 3RD AVE
    NEW YORK,NY10017
    N/A PC General & Unrestricted 25
    NEIGHBORHOOD COALITION FOR SHELTER INC
    50 BROADWAY STE 1301
    NEW YORK,NY10004
    N/A PC General & Unrestricted 60
    NEW YORK CARES INC
    65 BROADWAY 19TH FL
    NEW YORK,NY10006
    N/A PC General & Unrestricted 75,000
    NEW YORK CITY HEALTH AND HOSPITALS CORPORATION
    50 WATER ST FL 3
    NEW YORK,NY10004
    N/A PC General & Unrestricted 1,200
    NEW YORK CITY PARTNERSHIP FOUNDATION INC
    ONE BATTERY PARK PLZ 5TH FL
    NEW YORK,NY10004
    N/A PC General & Unrestricted 5,000
    NEW YORK CITY VOLUNTARY ORGANIZATIONS ACTIVE IN DI
    39 BROADWAY FL 10
    NEW YORK,NY10006
    N/A PC General & Unrestricted 550
    NEW YORK PUBLIC RADIO
    160 VARICK ST
    NEW YORK,NY10013
    N/A PC General & Unrestricted 1,076
    NEW YORK PUBLIC RADIO
    160 VARICK ST
    NEW YORK,NY10013
    N/A PC Gothamist program 60
    NEW YORK SHAKESPEARE FESTIVAL
    425 LAFAYETTE ST
    NEW YORK,NY10003
    N/A PC General & Unrestricted 127
    NEW YORK UNIVERSITY
    25 W 4TH ST 4TH FL
    NEW YORK,NY10012
    N/A PC General & Unrestricted 1,385
    NEWTOWN PARENT CONNECTION INC
    PO BOX 187
    NEWTOWN,CT06470
    N/A PC General & Unrestricted 200
    OPERATION HOPE OF FAIRFIELD INC
    636 OLD POST RD
    FAIRFIELD,CT06824
    N/A PC Covid-19 Response fund 1,000
    OPERATION UNDERGROUND RAILROAD INC
    755 S MAIN ST STE 194
    CEDAR CITY,UT84720
    N/A PC General & Unrestricted 550
    OSSINING FOOD PANTRY
    PO BOX 869
    OSSINING,NY10562
    N/A PC General & Unrestricted 1,000
    OXFAM-AMERICA INC
    226 CAUSEWAY ST 5TH FL
    BOSTON,MA02114
    N/A PC General & Unrestricted 741
    PERSON TO PERSON INC
    1864 POST RD
    DARIEN,CT06820
    N/A PC General & Unrestricted 100
    PLAN INTERNATIONAL USA INC
    155 PLAN WAY
    WARWICK,RI02886
    N/A PC General & Unrestricted 792
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038
    N/A PC General & Unrestricted 300
    PLANNED PARENTHOOD OF GREATER NEW YORK INC
    26 BLEECKER ST
    NEW YORK,NY10012
    N/A PC General & Unrestricted 200
    PREP FOR PREP
    328 W 71ST ST
    NEW YORK,NY10023
    N/A PC General & Unrestricted 75,000
    RAZIAS RAY OF HOPE FOUNDATION
    PO BOX 81052
    WELLESLEY HLS,MA02481
    N/A PC General & Unrestricted 500
    REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE
    16 SPROUL HALL 1960
    BERKELEY,CA94720
    N/A PC The Achievement Award Program (TAAP) Annual Fund 1,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE
    16 SPROUL HALL 1960
    BERKELEY,CA94720
    N/A PC UC Chorale Ensembles fund 300
    REPRODUCTIVE HEALTH ACCESS PROJECT INC
    PO BOX 21191
    NEW YORK,NY10025
    N/A PC General & Unrestricted 686
    RUTGERS UNIVERSITY FOUNDATION - ANSWER
    335 GEORGE ST STE 4000
    NEW BRUNSWICK,NJ08901
    N/A PC General & Unrestricted 500
    SACO FOOD PANTRY INC
    25 ROSEWOOD DR
    SACO,ME04072
    N/A PC General & Unrestricted 250
    SAINT BARNABAS HEALTH CARE SYSTEM FOUNDATION INC
    95 OLD SHORT HILLS RD
    WEST ORANGE,NJ07052
    N/A PC local hospital's emergency response fund 236
    SAMARITANS FEET INTERNATIONAL
    PO BOX 78992
    CHARLOTTE,NC28271
    N/A PC General & Unrestricted 217
    SERIOUS FUN CHILDRENS NETWORK INC
    228 SAUGATUCK AVE
    WESTPORT,CT06880
    N/A PC General & Unrestricted 50,000
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005
    N/A PC General & Unrestricted 200
    SIBLEY MEMORIAL HOSPITAL FOUNDATION
    5255 LOUGHBORO RD NW
    WASHINGTON,DC20016
    N/A PC the PRIME Program (Presurgical Rehabilitation and Integrative Medicine for Elders) 5,000
    SOUTHERN CALIFORNIA PUBLIC RADIO
    474 S RAYMOND AVE
    PASADENA,CA91105
    N/A PC General & Unrestricted 200
    ST ANDREWS SCHOOL OF DELAWARE INC
    350 NOXONTOWN RD
    MIDDLETOWN,DE19709
    N/A PC General & Unrestricted 5,000
    ST JOHN PAUL II HIGH SCHOOL
    120 HIGH SCHOOL RD
    HYANNIS,MA02601
    N/A PC General & Unrestricted 5,000
    ST JOHNS BREAD & LIFE PROGRAM INC
    795 LEXINGTON AVE
    BROOKLYN,NY11221
    N/A PC General & Unrestricted 250
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105
    N/A PC General & Unrestricted 1,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDES PL
    MEMPHIS,TN38105
    N/A PC General & Unrestricted 400
    ST LUKES ROOSEVELT HOSPITAL CENTER
    1111 AMSTERDAM AVE
    NEW YORK,NY10025
    N/A PC General & Unrestricted 50,000
    STEM FROM DANCE
    315 EMPIRE BLVD
    BROOKLYN,NY11225
    N/A PC General & Unrestricted 40
    STONY BROOK FOUNDATION INC
    230 ADMINISTRATION BLDG
    STONY BROOK,NY11794
    N/A PC General & Unrestricted 1,500
    STUDENTS HELPING HONDURAS INC
    71 PINE VIEW DR
    FREDERICKSBRG,VA22406
    N/A PC General & Unrestricted 52
    TEACHERS COLLEGE COLUMBIA UNIVERSITY
    525 W 120TH ST BOX 306
    NEW YORK,NY10027
    N/A PC TC Fund - General Operating 800
    TENACRE COUNTRY DAY SCHOOL CORPORATION
    78 BENVENUE ST
    WELLESLEY,MA02482
    N/A PC education fund 2,000
    THE CARNEGIE HALL CORPORATION
    881 7TH AVE
    NEW YORK,NY10019
    N/A PC General & Unrestricted 10,000
    THE CHILD CENTER OF NY INC
    11835 QUEENS BLVD
    FOREST HILLS,NY11375
    N/A PC General & Unrestricted 3,500
    THE FU FOUNDATION SCHOOL OF ENGINEERING AND APPLIE
    622 W 113TH ST MC4523
    NEW YORK,NY10025
    N/A PC General & Unrestricted 400
    THE GREATER BOSTON FOOD BANK INC
    70 S BAY AVE
    BOSTON,MA02118
    N/A PC General & Unrestricted 252
    THE GREATER BOSTON FOOD BANK INC
    70 S BAY AVE
    BOSTON,MA02118
    N/A PC food fund to help meet the growing need due to covid-19 200
    THE HARKER SCHOOL
    4525 UNION AVE
    SAN JOSE,CA95124
    N/A PC educational efforts fund 3,000
    THE JOHNS HOPKINS HOSPITAL
    3910 KESWICK RD S BLDG NO 4300A
    BALTIMORE,MD21211
    N/A PC General & Unrestricted 1,000
    THE KENNEDY CENTER INC
    2440 RESERVOIR AVE
    TRUMBULL,CT06611
    N/A PC COVID-19 fund 2,500
    THE MALALA FUND
    PO BOX 53347
    WASHINGTON,DC20009
    N/A PC General & Unrestricted 350
    THE MARYLAND ZOOLOGICAL SOCIETY INC
    1876 MANSION HOUSE DR
    BALTIMORE,MD21217
    N/A PC General & Unrestricted 2,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028
    N/A PC General & Unrestricted 15,000
    THE NEW YORK COMMUNITY TRUST
    909 3RD AVE 22ND FL
    NEW YORK,NY10022
    N/A PC NYC COVID-19 Response & Impact Fund 200
    THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN
    445 5TH AVE 4TH FL
    NEW YORK,NY10016
    N/A PC General & Unrestricted 10,000
    THE OASIS HAVEN FOR WOMEN & CHILDREN INC
    59 MILL ST
    PATERSON,NJ07501
    N/A PC General & Unrestricted 500
    THE POSSE FOUNDATION INC
    14 WALL ST STE 8A60
    NEW YORK,NY10005
    N/A PC General & Unrestricted 50,000
    THE SALVATION ARMY
    89 FRANKLIN ST
    WATERLOO,IA50703
    N/A PC General & Unrestricted 3,500
    THE SALVATION ARMY
    4 GARY RD
    UNION,NJ07083
    N/A PC Disaster Relief fund 100
    THE UCLA FOUNDATION
    10889 WILSHIRE BLVD STE 1500
    LOS ANGELES,CA90024
    N/A PC General & Unrestricted 5,000
    THE V FOUNDATION
    14600 WESTON PKWY
    CARY,NC27513
    N/A PC General & Unrestricted 400
    TRANSGENDER LAW CENTER
    PO BOX 70976
    OAKLAND,CA94612
    N/A PC General & Unrestricted 1,467
    TRANSPORTATION ALTERNATIVES INC
    111 JOHN ST STE 260
    NEW YORK,NY10038
    N/A PC General & Unrestricted 313
    TRUSTEES OF COLUMBIA UNIVERSITY
    33 W 60TH ST 7TH FL
    NEW YORK,NY10023
    N/A PC First Eagle Investment Management Foundation Scholarship fund 81,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW
    516 W 168TH ST 3RD FL
    NEW YORK,NY10032
    N/A PC COVID19 Patient Care Response Fund 400
    UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
    PO BOX 4227
    NEW YORK,NY10261
    N/A PC General & Unrestricted 3,980
    UNITED METHODIST CHILDRENS HOME OF NORTH GEORGIA C
    1967 LAKESIDE PKWY STE 400
    TUCKER,GA30084
    N/A PC General & Unrestricted 200
    UNITED STATES FUND FOR UNICEF
    125 MAIDEN LN 10TH FLR
    NEW YORK,NY10038
    N/A PC General & Unrestricted 500
    UNIVERSITY OF CHICAGO WOMEN'S BOARD
    5801 S ELLIS AVE RM 302
    CHICAGO,IL60637
    N/A PC General & Unrestricted 1,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    PO BOX 734500
    CHICAGO,IL60673
    N/A PC General & Unrestricted 250
    UNIVERSITY OF NOTRE DAME DU LAC
    1100 GRACE HALL
    NOTRE DAME,IN46556
    N/A PC General & Unrestricted 1,500
    UNIVERSITY OF PENNSYLVANIA - SCHOLARSHIP
    100 FRANKLIN BLDG 3451 WALNUT ST
    PHILADELPHIA,PA19104
    N/A PC general & unrestricted 1,000
    UNIVERSITY OF WASHINGTON
    4333 BROOKLYN AVE NE BOX 359505
    SEATTLE,WA98195
    N/A GOV General & Unrestricted 250
    WASHINGTON UNIVERSITY
    ONE BROOKINGS DR MSC 1082
    SAINT LOUIS,MO63130
    N/A PC Arts & Sciences Annual Fund 600
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090
    N/A PC General & Unrestricted 152
    WNET
    825 8TH AVE
    NEW YORK,NY10019
    N/A PC General & Unrestricted 15,250
    WOODSTOCK FARM ANIMAL SANCTUARY INC
    2 RESCUE RD
    HIGH FALLS,NY12440
    N/A PC General & Unrestricted 80
    WORLD RESOURCES INSTITUTE
    10 G ST NE 8TH FL
    WASHINGTON,DC20002
    N/A PC General & Unrestricted 350
    WORLD T E A M SPORTS
    4250 VETERANS MEMORIAL HWY STE
    HOLBROOK,NY11741
    N/A PC General & Unrestricted 100
    WWP INC - WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256
    N/A PC General & Unrestricted 400
    WWP INC - WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256
    N/A PC WWP COVID-19 Relief Program 2,500
    XAVERIAN BROTHERS HIGH SCHOOL
    800 CLAPBOARDTREE ST
    WESTWOOD,MA02090
    N/A PC General & Unrestricted 5,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
    N/A PC Dr. Tariq Ahmad Cardiovascular Medicine fund 2,500
    YEAR UP INC - NEW YORK
    85 BROAD ST 6TH FL
    NEW YORK,NY10004
    N/A PC General & Unrestricted 25,000
    YOURE WITH US INC
    PO BOX 938
    METHUEN,MA01844
    N/A PC General & Unrestricted 500
    new york cares inc
    65 broadway 19th fl
    new york,NY10006
    n/a PC Winter Wishes Program (see attached general explanation) 1,008
    Total .................................bullet 3a 1,087,440
    bApproved for future payment
    Total .................................bullet 3b  
    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 2,572  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
             
    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)..   2,572  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,572
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

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

    45-4165305
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    First Eagle Investment Management Foundation
     
    Employer identification number
    45-4165305
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    First Eagle Investment Management L
    1345 Avenue of the Americas 48th fl
     
    New York, NY10105

    $ 750,000


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    First Eagle Investment Management Foundation
     
    Employer identification number

    45-4165305
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    First Eagle Investment Management Foundation
     
    Employer identification number

    45-4165305
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2020 DepreciationSchedule
    Name:
    First Eagle Investment Management Foundation
    EIN:
    45-4165305
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 GeneralExplanationAttachment
    Name:
    First Eagle Investment Management Foundation
    EIN:
    45-4165305
    Identifier Return Reference Explanation
    IN-KIND GRANTS PART I LINE 25 AND PART XV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF CLOTHES, TOYS AND SCHOOL SUPPLIES: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $1,008 TOTAL BOOK VALUE OF PROPERTY: $1,008 TOTAL AMOUNT OF GRANTS: $1,008 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: CLOTHES UNITS: 6 DATE OF DISTRIBUTION: 11/24/2020 GRANT RECIPIENT: NEW YORK CARES INC FMV OF PROPERTY: $200 BOOK VALUE OF PROPERTY: $200 TOTAL AMOUNT OF GRANT: $200 DESCRIPTION OF PROPERTY: TOYS UNITS: 14 DATE OF DISTRIBUTION: 11/24/2020 GRANT RECIPIENT: NEW YORK CARES INC FMV OF PROPERTY: $515 BOOK VALUE OF PROPERTY: $515 TOTAL AMOUNT OF GRANT: $515 DESCRIPTION OF PROPERTY: SCHOOL SUPPLIES UNITS: 9 DATE OF DISTRIBUTION: 11/24/2020 GRANT RECIPIENT: NEW YORK CARES INC FMV OF PROPERTY: $293 BOOK VALUE OF PROPERTY: $293 TOTAL AMOUNT OF GRANT: $293
    form 990-pf, parts I and XV: FORM 990-PF, PARTS I AND XV: TOTAL Part I, Line 25, Column (a) and Part XV, Line 3a: $1,087,440 Less amount counted as a qualifying distribution on Part XII, Line 2a: $1,008 TOTAL Part I, Line 25, Column (d): $1,086,432

    TY 2020 LiquidationExplanationStmt
    Name:
    First Eagle Investment Management Foundation
    EIN:
    45-4165305
    Statement:
    As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,087,440. This amount represents 25% or more of the Foundation's net assets of $1,736,050 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


    TY 2020 OtherExpensesSchedule
    Name:
    First Eagle Investment Management Foundation
    EIN:
    45-4165305
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 20,000     20,000
    State or Local Filing Fees 25     25