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
WHISPERING BELLS FOUNDATION
C/O RSM US LLP
Number and street (or P.O. box number if mail is not delivered to street address)4 TIMES SQUARE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10036
A Employer identification number

13-6962126
B Telephone number (see instructions)

(212) 372-1210
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$2,484,882J 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) 1,650,082
2 Check bullet.............
3 Interest on savings and temporary cash investments 170 170  
4 Dividends and interest from securities... 48,477 48,477  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 63,540
b Gross sales price for all assets on line 6a 1,950,106
7 Capital gain net income (from Part IV, line 2)... 353,015
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........ 1,762,269 401,662  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 0   40,000
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............... 142 142   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,092 842   250
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 11,990 9,482   2,508
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,224 10,466   42,758
25 Contributions, gifts, grants paid....... 1,455,350 1,455,350
26 Total expenses and disbursements. Add lines 24 and 25 1,508,574 10,466   1,498,108
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 253,695
b Net investment income (if negative, enter -0-) 391,196
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......... 174,378 337,780 337,780
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)....... 1,658,736 Click to see attachment1,749,029 2,147,102
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) 1,833,114 2,086,809 2,484,882
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,833,114 2,086,809
29 Total net assets or fund balances (see instructions)..... 1,833,114 2,086,809
30 Total liabilities and net assets/fund balances (see instructions). 1,833,114 2,086,809
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
1,833,114
2
Enter amount from Part I, line 27a .....................
2
253,695
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,086,809
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
2,086,809
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
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 488,473   484,479 3,994
b 1,458,825   1,112,612 346,213
c 2,808     2,808
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       3,994
b       346,213
c       2,808
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 2 353,015
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 5,438
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 5,438
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 5,438
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,401
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 2,401
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,037
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN MCPARLAND Telephone no.bullet (212) 372-1210

    Located atbulletRSM US LLP 4 TIMES SQUARENEW YORKNY ZIP+4bullet10036
    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
    CAROLAN WORKMAN TRUSTEE
    0.50     		0 0 0
    C/O RSM US LLP 4 TIMES SQUARE
    NEW YORK,NY10036
    ELIZABETH WORKMAN PRES/TRUSTEE
    8.00     		40,000 0 0
    C/O RSM US LLP 4 TIMES SQUARE
    NEW YORK,NY10036
    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
    2,485,957
    b
    Average of monthly cash balances.......................
    1b
    147,566
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,633,523
    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
    2,633,523
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    39,503
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,594,020
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    129,701
    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
    129,701
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,438
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,438
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    124,263
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    124,263
    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
    124,263
    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
    1,498,108
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,498,108
    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
    1,498,108
    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 7 124,263
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 410,406
    b From 2016...... 384,298
    c From 2017...... 487,088
    d From 2018...... 553,434
    e From 2019...... 535,494
    fTotal of lines 3a through e........ 2,370,720
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,498,108
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 124,263
    e Remaining amount distributed out of corpus 1,373,845
    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 3,744,565
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		410,406
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,334,159
    10 Analysis of line 9:
    a Excess from 2016.... 384,298
    b Excess from 2017.... 487,088
    c Excess from 2018.... 553,434
    d Excess from 2019.... 535,494
    e Excess from 2020.... 1,373,845
    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).)
    CAROLAN WORKMAN
    ELIZABETH WORKMAN
    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 WIDER CIRCLE
    9159 BROOKVILLE RD C
    SILVER SPRING,MD20910     		NONE PC CHARITABLE 1,000
    ACLU
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004     		NONE PC CHARITABLE 80,000
    ACTION AGAINST HUNGER
    1 WHITEHALL ST
    NEW YORK,NY10004     		NONE PC CHARITABLE 40,000
    AMBLER FARM
    PO BOX 7442
    WILTON,CT06897     		NONE PC CHARITABLE 300
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER ST FLOOR 11
    NEW YORK,NY100383541     		NONE PC CHARITABLE 5,000
    AMNESTY INTERNATIONAL
    5 PENN PLAZA
    NEW YORK,NY10001     		NONE PC CHARITABLE 3,500
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		NONE PC CHARITABLE 31,000
    ART ENABLES
    2204 RHODE ISLAND AVE NE
    WASHINGTON,DC20018     		NONE PC CHARITABLE 500
    AYUDA
    6925 WILLOW ST NW B
    WASHINGTON,DC20012     		NONE PC CHARITABLE 3,000
    BLACK GIRLS CODE
    PO BOX 640926
    SAN FRANCISCO,CA94164     		NONE PC CHARITABLE 1,000
    BLACK LED MOVEMENT FUND (BOREALIS PHILANTHROPY)
    PO BOX 3295
    MINNEAPOLIS,MN55403     		NONE PC CHARITABLE 32,000
    BRIGHT BEGINNINGS
    3640 MARTIN LUTHER KING JR AVE SE
    WASHINGTON,DC20032     		NONE PC CHARITABLE 3,000
    BROOKLYN BOTANICAL GARDENS
    1000 WASHINGTON AVENUE
    BROOKLYN,NY11225     		NONE PC CHARITABLE 500
    CCAP
    505 EIGHTH AVENUE SUITE 1400
    NEW YORK,NY10018     		NONE PC CHARITABLE 6,000
    CANCER SUPPORT COMMUNITY
    734 15TH STREET NW SUITE 300
    WASHINGTON,DC20005     		NONE PC CHARITABLE 3,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVENUE NE
    WASHINGTON,DC20017     		NONE PC CHARITABLE 20,000
    CARE USA
    PO BOX 7039
    MERRIFIELD,VA22116     		NONE PC CHARITABLE 6,000
    CENTER FOR HEALTH AND GENDER EQUITY (CHANGE)
    1317 F ST SUITE 400
    WASHINGTON,DC20004     		NONE PC CHARITABLE 500
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER ST 22ND FLOOR
    NEW YORK,NY10038     		NONE PC CHARITABLE 5,000
    CHARITY WATER
    40 WORTH ST SUITE 330
    NEW YORK,NY10013     		NONE PC CHARITABLE 25,000
    CHILDREN & NATURE NETWORK
    808 14TH AVE SE
    MINNEAPOLIS,MN55414     		NONE PC CHARITABLE 1,000
    CITY HARVEST
    6 EAST 32ND ST 5TH FLOOR
    NEW YORK,NY10016     		NONE PC CHARITABLE 118,000
    CITYMEALS ON WHEELS
    355 LEXINGTON AVE
    NEW YORK,NY10017     		NONE PC CHARITABLE 2,000
    COMMON CAUSE
    805 15TH ST NW
    WASHINGTON,DC20005     		NONE PC CHARITABLE 5,000
    COMMUNITY SUPPORT SYSTEM
    PO BOX 206
    BRANDYWINE,MD20613     		NONE PC CHARITABLE 1,000
    COMPASSION AND CHOICES
    101 SW MADISON STREET UNIT 8009
    PORTLAND,OR97207     		NONE PC CHARITABLE 1,000
    CONGRESSIONAL MEDAL OF HONOR FOUNDATION
    40 PATRIOTS POINT RD
    MT PLEASANT,SC29464     		NONE PC CHARITABLE 1,000
    CONSERVATORS CENTER
    PO BOX 882
    MEBANE,NC27302     		NONE PC CHARITABLE 1,200
    CT FOOD BANK
    PO BOX 8686
    NEW HAVEN,CT06531     		NONE PC CHARITABLE 500
    CT HUMANE SOCIETY
    701 RUSSELL ROAD
    NEWINGTON,CT06111     		NONE PC CHARITABLE 1,000
    CURREY INGRAM ACADEMY
    6544 MURRAY LANE
    BRENTWOOD,TN37027     		NONE PC CHARITABLE 1,000
    DALTON
    108 EAST 89TH STREET
    NEW YORK,NY10128     		NONE PC CHARITABLE 3,500
    DC CENTRAL KITCHEN
    PO BOX 417406
    BOSTON,MA022417406     		NONE PC CHARITABLE 15,000
    DC DIAPER BANK
    1532 A STREET NE
    WASHINGTON,DC20002     		NONE PC CHARITABLE 5,250
    DEERFIELD
    PO BOX 87
    DEERFIELD,MA01342     		NONE PC CHARITABLE 5,000
    DISTRICT ALLIANCE FOR SAFE HOUSING (DASH)
    PO BOX 91730
    WASHINGTON,DC20090     		NONE PC CHARITABLE 10,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY100015004     		NONE PC CHARITABLE 31,800
    DOG IS MY COPILOT
    PO BOX 3399
    JACKSON,WY83001     		NONE PC CHARITABLE 5,000
    DOROT
    171 WEST 85TH STREET
    NEW YORK,NY10024     		NONE PC CHARITABLE 3,000
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE NW SUITE 600
    WASHINGTON,DC20009     		NONE PC CHARITABLE 5,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		NONE PC CHARITABLE 1,000
    FIRST NATIONS DEVELOPMENT INSTITUTE
    2432 MAIN ST 2ND FLR
    LONGMONT,CO80501     		NONE PC CHARITABLE 750
    FOOD AND FRIENDS
    THE WILLIAM P BRESLER BUILDING 219
    RIGGS ROAD NE
    WASHINGTON,DC20011     		NONE PC CHARITABLE 15,000
    FOOD BANK NY
    39 BROADWAY 10TH FLOOR
    NEW YORK,NY10006     		NONE PC CHARITABLE 500
    FOOTSTEPS
    114 JOHN STREET 930
    NEW YORK,NY10272     		NONE PC CHARITABLE 5,600
    FRIENDS OF ANIMALS
    777 POST RD SUITE 205
    DARIEN,CT06820     		NONE PC CHARITABLE 7,500
    GENERATION HOPE
    415 MICHIGAN AVENUE NE SUITE 250
    WASHINGTON,DC20017     		NONE PC CHARITABLE 2,000
    GMHC (GAY MEN'S HEALTH CRISIS)
    307 WEST 38TH ST
    NEW YORK,NY10018     		NONE PC CHARITABLE 2,000
    GODDARD RIVERSIDE
    593 COLUMBUS AVENUE
    NEW YORK,NY10024     		NONE PC CHARITABLE 150,000
    GOD'S LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		NONE PC CHARITABLE 20,000
    GRAHAM WINDAM
    540 ATLANTIC AVE
    BROOKLYN,NY11217     		NONE PC CHARITABLE 1,000
    GREENPEACE
    702 H STREET NW SUITE 300
    WASHINGTON,DC20001     		NONE PC CHARITABLE 1,000
    HABITAT FOR HUMANITY
    121 HABITAT ST
    AMERICAS,GA317093498     		NONE PC CHARITABLE 12,500
    HELPING HANDS MONKEY HELPERS
    541 CAMBRIDGE STREET
    BOSTON,MA02134     		NONE PC CHARITABLE 550
    HENRY STREET SETTLEMENT
    265 HENRY STREET
    NEW YORK,NY10002     		NONE PC CHARITABLE 500
    HOMELESS CHILDREN'S PLAYTIME PROJECT
    1525 NEWTON ST NW
    WASHINTGON,DC20010     		NONE PC CHARITABLE 2,000
    HOPE HOUSE
    PO BOX 60682
    WASHINGTON,DC20039     		NONE PC CHARITABLE 4,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVE 34TH FLOOR
    NEW YORK,NY101183299     		NONE PC CHARITABLE 30,000
    HUMANE RESCUE ALLIANCE
    PO BOX 96312
    WASHINTGON,DC200906312     		NONE PC CHARITABLE 5,000
    HUMANE SOCIETY NYC
    306 E 59TH ST
    NEW YORK,NY10022     		NONE PC CHARITABLE 1,000
    HUMANE SOCIETY OF SONOMA COUNTY
    PO BOX 1296
    SANTA ROSA,CA954021296     		NONE PC CHARITABLE 5,000
    HUMANE SOCIETY OF VENTURA COUNTY
    402 BRYANT STREET
    OJAI,CA93023     		NONE PC CHARITABLE 5,000
    HUMANITY & INCLUSION
    8757 GEORGIA AVE 420
    SILVER SPRING,MD20910     		NONE PC CHARITABLE 500
    INOVA LIFE WITH CANCER
    8110 GATEHOUSE RD 200 EAST
    FALLS CHURCH,VA220421210     		NONE PC CHARITABLE 500
    INTERNATIONAL RESCUE COMMITTEE
    PO BOX 6068
    ALBERT LEA,MN560079847     		NONE PC CHARITABLE 12,000
    ISSUE ONE (FORMERLY AMERICAN FOR CAMPAIGN REFORM)
    1401 K ST NW SUITE 350
    WASHINGTON,DC20006     		NONE PC CHARITABLE 1,000
    JUBILEE JUMPSTART
    2525 ONTARIO ROAD NW
    WASHINGTON,DC20009     		NONE PC CHARITABLE 2,000
    KIND (KIDS IN NEED OF DEFENSE)
    1201 L ST NW FLOOR 2
    WASHINGTON,DC20005     		NONE PC CHARITABLE 2,000
    LAMBDA LEGAL
    120 WALL ST 19TH FLOOR
    NEW YORK,NY10005     		NONE PC CHARITABLE 5,000
    LAS AMERICAS IMMIGRANT ADVOCACY CENTER
    1500 E YANDELL DR
    EL PASO,TX79902     		NONE PC CHARITABLE 2,000
    LEAGUE OF CONSERVATION VOTERS
    740 15TH ST NW 7TH FLOOR
    WASHINGTON,DC20005     		NONE PC CHARITABLE 1,000
    MALARIA NO MORE
    1301 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		NONE PC CHARITABLE 3,000
    METROPOLITAN MUSEUM OF ART
    DEVELOPMENT OFFICE 1000 FIFTH
    AVENUE
    NEW YORK,NY10028     		NONE PC CHARITABLE 2,000
    METROPOLITAN OPERA
    LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PC CHARITABLE 2,000
    MID ATLANTIC INNOCENCE PROJECT
    2000 H STREET NW
    WASHINGTON,DC20052     		NONE PC CHARITABLE 3,000
    MIDORI & FRIENDS
    352 SEVENTH AVENUE SUITE 301
    NEW YORK,NY10001     		NONE PC CHARITABLE 500
    MIRIAM'S KITCHEN
    2401 VIRGINIA AVE NW
    WASHINTGON,DC20037     		NONE PC CHARITABLE 15,000
    MISSISSIPPI REPRODUCTIVE FREEDOM FUND
    9450 SW GEMINI DR PMB 16009
    BEAVERTON,OR970087105     		NONE PC CHARITABLE 5,000
    MOMA (MUSEUM OF MODERN ART)
    11 W 53RD ST
    NEW YORK,NY10019     		NONE PC CHARITABLE 1,200
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PLACE
    NEW YORK,NY10280     		NONE PC CHARITABLE 1,000
    NAACP
    4805 MT HOPE DRIVE
    BALTIMORE,MD21215     		NONE PC CHARITABLE 60,000
    NAPA COMMUNITY ANIMAL RESPONSE TEAM
    PO BOX 67
    NAPA,CA94559     		NONE PC CHARITABLE 5,000
    NATIONAL BOOK FOUNDATION
    90 BROAD STREET SUITE 604
    NEW YORK,NY10004     		NONE PC CHARITABLE 2,000
    NATIONAL COUNCIL ON AGING
    251 18TH STREET SOUTH SUITE 500
    ARLINGTON,VA22202     		NONE PC CHARITABLE 3,000
    NATIONAL IMMIGRATION LAW CENTER
    3450 WILSHIRE BLVD 108-62
    LOS ANGELES,CA90010     		NONE PC CHARITABLE 5,000
    NATIONAL NETWORK OF ABORTION FUNDS
    9450 SW GEMINI DR PMB 16009
    BEAVERTON,OR970087105     		NONE PC CHARITABLE 15,000
    NATIONAL RESOURCES DEFENSE COUNCIL
    1152 15TH ST NW SUITE 300
    WASHINGTON,DC20005     		NONE PC CHARITABLE 3,000
    NATIONAL WOMENS LAW CENTER
    11 DUPONT CIRCLE NW 800
    WASHINGTON,DC20036     		NONE PC CHARITABLE 20,000
    NATIONAL YIDDISH BOOK CENTER
    1021 WEST STREET
    AMHERST,MA01002     		NONE PC CHARITABLE 700
    NCAC (NATIONAL COALITION AGAINST CENSORSHIP)
    19 FULTON STREET SUITE 407
    NEW YORK,NY10038     		NONE PC CHARITABLE 5,000
    NEIGHBORHOOD COALITION FOR SHELTER
    50 BROADWAY SUITE 1301
    NEW YORK,NY10004     		NONE PC CHARITABLE 500
    NEIGHBORHOOD LEGAL SERVICES PROGRAM OF DC
    4609 POLK STREET NE
    WASHINGTON,DC20019     		NONE PC CHARITABLE 6,000
    NEW YORK COMMON PANTRY
    8 EAST 109TH STREET
    NEW YORK,NY10029     		NONE PC CHARITABLE 2,000
    NORTH VALLEY ANIMAL DISASTER GROUP
    PO BOX 441
    CHICO,CA95927     		NONE PC CHARITABLE 5,000
    NORWALK HOSPITAL
    34 MAPLE STREET
    NORWALK,CT06856     		NONE PC CHARITABLE 300
    NY PHILHARMONIC
    AVERY FISHER HALL 10 LINCOLN CENTER
    PLAZA
    NEW YORK,NY100236970     		NONE PC CHARITABLE 10,000
    NY PUBLIC LIBRARY
    445 FIFTH AVENUE
    NEW YORK,NY10016     		NONE PC CHARITABLE 7,500
    OSBORNE ASSOCIATION
    809 WESTCHESTER AVE
    BRONX,NY10455     		NONE PC CHARITABLE 500
    PEN AMERICA
    588 BROADWAY SUITE 303
    NEW YORK,NY10012     		NONE PC CHARITABLE 2,000
    PETS BRING JOY
    PO BOX 2352
    FAIRFAX,VA22031     		NONE PC CHARITABLE 4,000
    PLANNED PARENTHOOD
    1225 4TH ST NE
    WASHINTGON,DC20002     		NONE PC CHARITABLE 72,500
    POETS & WRITERS
    90 BROAD STREET SUITE 2100
    NEW YORK,NY10004     		NONE PC CHARITABLE 3,750
    POPLAR SPRING ANIMAL SANCTUARY
    15200 MOUNT NEBO RD
    POOLESVILLE,MD20837     		NONE PC CHARITABLE 2,000
    POSEE FOUNDATION
    1319 F STREET NW SUITE 604
    WASHINGTON,DC20004     		NONE PC CHARITABLE 3,000
    PREP FOR PREP
    328 WEST 71ST ST
    NEW YORK,NY10023     		NONE PC CHARITABLE 75,000
    PUPPIES BEHIND BARS
    263 W 38TH ST 4TH
    NEW YORK,NY10018     		NONE PC CHARITABLE 750
    RAINFOREST TRUST
    7200 LINEWEAVER RD
    WARRENTON,VA20187     		NONE PC CHARITABLE 20,000
    REFUGEES INTERNATIONAL
    1800 M ST NW 405N
    WASHINGTON,DC20036     		NONE PC CHARITABLE 1,000
    RIP MEDICAL DEBT
    80 THEODORE FREMD AVENUE
    RYE,NY10580     		NONE PC CHARITABLE 40,000
    RONALD MCDONALD HOUSE NY
    405 EAST 73RD STREET
    NEW YORK,NY10021     		NONE PC CHARITABLE 1,000
    RONALD MCDONALD OF GREATER DC
    3727 14TH ST NE
    WASHINGTON,DC20017     		NONE PC CHARITABLE 4,000
    SAMUEL WAXMAN CANCER RESEARCH FOUNDATION
    420 LEXINGTON AVE SUITE 825
    NEW YORK,NY10170     		NONE PC CHARITABLE 500
    SECOND CHANCE WILDLIFE
    7101 BARCELONA DR
    GAITHERSBURG,MD20879     		NONE PC CHARITABLE 5,000
    SHAKESPEARE & CO
    70 KEMBLE ST
    LENOX,MA01240     		NONE PC CHARITABLE 1,500
    SIMON WEISENTHAL CENTER
    1399 SOUTH ROXBURY
    LOS ANGELES,CA90035     		NONE PC CHARITABLE 1,500
    SINAI HOUSE
    3100 MILITARY RD NW
    WASHINGTON,DC20015     		NONE PC CHARITABLE 500
    SMILE TRAIN
    633 THIRD AVE 9TH FLOOR
    NEW YORK,NY10017     		NONE PC CHARITABLE 350
    SOLAR SISTER
    94 INTERPROMONTORY RD
    GREAT FALLS,VA22066     		NONE PC CHARITABLE 15,000
    SOS
    PO BOX 75475
    BALTIMORE,MD212755475     		NONE PC CHARITABLE 97,000
    SOUTHERN POVERTY LAW
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		NONE PC CHARITABLE 40,000
    ST JUDES RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		NONE PC CHARITABLE 1,500
    STANLEY ISAACS NEIGHBORHOOD CENTER
    415 E 93RD STREET
    NEW YORK,NY10128     		NONE PC CHARITABLE 350
    SYLVIA CENTER
    2417 3RD AVENUE SUITE 301
    BRONX,NY10013     		NONE PC CHARITABLE 1,000
    THE BAIL PROJECT
    PO BOX 750
    VENICE,CA90294     		NONE PC CHARITABLE 1,000
    THIRTEEN
    825 EIGHTH AVENUE
    NEW YORK,NY10019     		NONE PC CHARITABLE 500
    TREVOR PROJECT
    PO BOX 69232
    WEST HOLLYWOOD,CA90069     		NONE PC CHARITABLE 1,000
    TRICKLE UP
    104 WEST 27TH STREET12TH FLOOR
    NEW YORK,NY10001     		NONE PC CHARITABLE 3,000
    UJA FEDERATION NY
    130 EAST 59TH STREET
    NEW YORK,NY10022     		NONE PC CHARITABLE 30,000
    UNITED FOR LIBRARIES (FORMERLY ALTAFF & FOLUSA)
    50 E HURON ST
    CHICAGO,IL60611     		NONE PC CHARITABLE 3,000
    UNITED NEIGHBORHOOD HOUSE
    45 BROADWAY 22ND FLOOR
    NEW YORK,NY10006     		NONE PC CHARITABLE 500
    US HOLOCAUST MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC200242126     		NONE PC CHARITABLE 2,000
    WENDY WEISMAN JENKINSON CULINARY ARTS FUND
    PO BOX 243
    WEST TISBURY,MA02575     		NONE PC CHARITABLE 500
    WHITE RIBBON ALLIANCE
    1901 PENNSYLVANIA AVE NW 800
    WASHINGTON,DC20006     		NONE PC CHARITABLE 1,000
    WILTON FIREFIGHTERS
    236 DANBURY ROAD
    WILTON,CT06897     		NONE PC CHARITABLE 350
    WILTON HISTORICAL SOCIETY
    224 DANBURY ROAD
    WILTON,CT06897     		NONE PC CHARITABLE 250
    WILTON LAND CONSERVATION TRUST
    PO BOX 77
    WILTON,CT06897     		NONE PC CHARITABLE 350
    WILTON LIBRARY
    137 OLD RIDGEFIELD ROAD
    WILTON,CT06897     		NONE PC CHARITABLE 350
    WILTON POLICE
    240 DANBURY ROAD
    DANBURY,CT06897     		NONE PC CHARITABLE 350
    WILTON VOLUNTEER AMBULANCE
    234 DANBURY ROAD
    WILTON,CT06897     		NONE PC CHARITABLE 350
    WMNR FINE ARTS RADIO
    PO BOX 920
    MONROE,CT06468     		NONE PC CHARITABLE 500
    WNYC
    160 VARICK STREET
    NEW YORK,NY10013     		NONE PC CHARITABLE 4,000
    WORLD CENTRAL KITCHEN
    1342 FLORIDA AVE NW
    WASHINGTON,DC20009     		NONE PC CHARITABLE 41,000
    YADDO
    308 WEST 46TH STREET
    NEW YORK,NY10036     		NONE PC CHARITABLE 500
    YALE ALUMNI FUND
    OFFICE OF DEVELOPMENT CONTRIBUTION
    PROCESSING PO BOX 2038
    NEW HAVEN,CT065212038     		NONE PC CHARITABLE 3,000
    YELLOWHAMMER FUND
    PO BOX 2269
    TUSCALOOSA,AL35403     		NONE PC CHARITABLE 5,000
    Total .................................bullet 3a 1,455,350
    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 ...........     		    14 170  
    4 Dividends and interest from securities....     14 48,477  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 63,540  
    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).. 0 112,187 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    112,187
    (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
    WHISPERING BELLS FOUNDATION
    C/O RSM US LLP
    Employer identification number

    13-6962126
    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
    WHISPERING BELLS FOUNDATION
    C/O RSM US LLP         		Employer identification number
    13-6962126
    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
    WORKMAN PUBLISHING CO
     
    708 BROADWAY
     
    NEW YORK, NY10003

    		$ 650,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    CAROLAN WORKMAN
     
    C/O RSM US LLP 4 TIMES SQUARE
     
    NEW YORK, NY10036

    		$ 1,000,082


    (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
    WHISPERING BELLS FOUNDATION
    C/O RSM US LLP         		Employer identification number

    13-6962126
    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
    2
    		 3,484 SHARES OF SPDR S&P 500 ETF $ 1,000,082 2020-04-27
    (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
    WHISPERING BELLS FOUNDATION
    C/O RSM US LLP         		Employer identification number

    13-6962126
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WHISPERING BELLS FOUNDATION
     
    C/O RSM US LLP
    EIN:
    13-6962126
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4,681.944 SHRS FIDELITY 500 INDEX FD-AI 419,679 609,449
    3,700 SHRS ISHARES MSCI KLD 400 SOCIAL 182,913 264,698
    4,772.532 SHRS DOMINI INTL SOCIAL EQ-INST 35,651 40,137
    1,282 SHRS JPMORGAN BETABUILDERS CANADA 31,458 34,396
    6,234.859 SHRS PAX MSCI EAFE ESG INDEX-INS 48,757 63,221
    3,867.842 SHRS UBS INTL SUSTAIN EQTY-P 36,203 45,718
    1,842 SHRS JPMORGAN BETABUILDERS EUROPE ETF 41,639 48,113
    2,440 SHRS JPMORGAN BETABUILDERS JAPAN ETF 55,280 68,320
    881 SHRS JPM BETABUILDERS DEVELOPED ASIA EX 18,584 23,840
    1,650 SHRS ISHARES INC ISHARES ESG AWA RE MSCI 61,623 69,267
    2,845.651 SHRS BLACKROCK EVNT DRVN EQ-INST 28,000 28,428
    1,932.012 SHRS NEUBERGER BERMAN LONG SH-INS 28,750 32,091
    2,560.521 SHRS PIMCO MRTG OPP & BND-INST 27,500 28,115
    7,948.26 SHRS BLCKRCK HI YLD BND PORT-K 52,097 61,996
    9,009.74 SHRS LORD ABBETT SHRT DUR INC-F3 37,284 38,021
    8,058.40 SHRS LORD ABBETT HIGH YIELD-F3 52,380 60,035
    3,643.48 SHRS PIMCO TOTAL RETURN ESG-INST 31,990 35,232
    3,176.64 SHRS PIMCO INVESTMENT GRADE CORPORATE 32,319 35,864
    1,644.09 SHRS PIMCO INCOME FD-INS 19,351 19,910
    3,171.85 SHRS TIAA-CREF SOC CHOICE BD-INST 31,718 34,383
    10,383.35 SHRS VANGUARD TOTAL BOND MARKET INDEX 107,482 120,655
    1,125.00 SHRS VANGUARD MORTGAGE-BACKED SEC 60,896 60,829
    335 SHRS ISHARES 20+ YEAR TREASURY BO 49,305 52,840
    1,040.00 SHRS VANGUARD TOTAL INTL BOND ETF 60,524 60,892
    9,006.08 SHRS VANGUARD TOTAL INTL BND-ADM 197,646 210,652

    TY 2020 OtherExpensesSchedule
    Name:
    WHISPERING BELLS FOUNDATION
     
    C/O RSM US LLP
    EIN:
    13-6962126
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 9,482 9,482   0
    OFFICE EXPENSES 2,355 0   2,355
    OTHER EXPENSES 153 0   153


    TY 2020 TaxesSchedule
    Name:
    WHISPERING BELLS FOUNDATION
     
    C/O RSM US LLP
    EIN:
    13-6962126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 842 842   0
    NYS FILING FEE 250 0   250