Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE O'GRADY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)140 EAST 81ST STREET NO 5C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10028
A Employer identification number

06-1383651
B Telephone number (see instructions)

(212) 744-2713
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$5,293,601J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 55 55  
4 Dividends and interest from securities... 96,346 96,346  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 101,864
b Gross sales price for all assets on line 6a 786,282
7 Capital gain net income (from Part IV, line 2)... 101,864
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,950 48  
12 Total. Add lines 1 through 11........ 201,215 198,313  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 13,000 6,500   6,500
c Other professional fees (attach schedule).... Click to see attachment 24,959 12,480   12,479
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,752 1,752   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,936 0   2,468
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 11,936 0   11,936
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,583 20,732   33,383
25 Contributions, gifts, grants paid....... 313,390 313,390
26 Total expenses and disbursements. Add lines 24 and 25 373,973 20,732   346,773
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -172,758
b Net investment income (if negative, enter -0-) 177,581
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......... 187,391 256,056 256,056
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) 321,793 Click to see attachment129,146 130,735
b Investments—corporate stock (attach schedule)....... 2,457,903 Click to see attachment2,515,473 4,355,070
c Investments—corporate bonds (attach schedule)....... 573,839 Click to see attachment468,443 491,879
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 55,311 Click to see attachment54,361 54,361
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,500 Click to see attachment5,500 Click to see attachment5,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,601,737 3,428,979 5,293,601
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 3,601,737 3,428,979
29 Total net assets or fund balances (see instructions)..... 3,601,737 3,428,979
30 Total liabilities and net assets/fund balances (see instructions). 3,601,737 3,428,979
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
3,601,737
2
Enter amount from Part I, line 27a .....................
2
-172,758
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,428,979
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
3,428,979
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 40 AUTODESK P 2014-07-02 2020-12-08
b 400 EBAY INC P   2020-12-08
c 100K INTEL CORP P 2016-04-28 2020-07-29
d 75 PAYPAL HOLDINGS P 2014-11-25 2020-12-08
e 75K UST P 2018-11-01 2020-11-02
40 ADOBE SYSTEM P   2020-12-08
100 ANALOG DEVICES P 2010-04-12 2020-12-08
75 APPLIED MATERIALS P 2006-05-17 2020-12-08
100 MICROSOFT P 2010-11-19 2020-12-08
46 CORTEVA P 2018-01-08 2020-09-04
77 DOMINION ENERGY INC P 2018-01-08 2020-09-14
46 DOW INC P 2018-01-08 2020-09-04
81 EXXON MOBIL P   2020-09-14
100 SOUTHERN COMPANY P 2018-01-08 2020-09-14
136 WELLTOWER P 2018-01-08 2020-03-10
125 ISHARES EDGE MSCI P 2018-01-08 2020-12-11
140 ISHARES EDGE MSCI P 2018-01-08 2020-12-11
50K UST BILL P 2019-12-15 2020-12-03
15K UST BILL P 2019-08-15 2020-08-13
LOOMIS SAYLES P   2020-10-16
LOOMIS SAYLES P   2020-10-16
225 JP MORGAN P 2020-08-13 2020-11-20
50K UST BILL P 2019-09-12 2020-09-10
10K UST BILL P 2019-08-15 2019-07-23
50K UST BILL P 2019-04-25 2019-04-23
ALBANY INTL CP NEW CL A P 2017-06-09 2020-01-23
ALBANY INTL CP NEW CL A P 2017-06-09 2020-01-23
ALBANY INTL CP NEW CL A P 2017-06-12 2020-01-23
ALBANY INTL CP NEW CL A P 2017-06-15 2020-01-23
ALBANY INTL CP NEW CL A P 2017-08-03 2020-01-23
ALBANY INTL CP NEW CL A P 2017-08-04 2020-01-23
ALBANY INTL CP NEW CL A P 2017-08-07 2020-01-23
ALBANY INTL CP NEW CL A P 2017-08-28 2020-01-23
AMN HEALTHCARE SERVICES P 2016-12-13 2020-01-24
ATKORE INTERNATIONAL P 2017-02-16 2020-01-23
ATKORE INTERNATIONAL P 2017-02-16 2020-01-23
ATKORE INTERNATIONAL P 2017-08-09 2020-01-23
ATKORE INTERNATIONAL P 2017-08-09 2020-01-23
ATKORE INTERNATIONAL P 2017-08-09 2020-01-23
ATKORE INTERNATIONAL P 2017-08-09 2020-01-23
ATKORE INTERNATIONAL P 2017-08-25 2020-01-23
BOOZ ALLEN HAMILTON P 2015-11-05 2020-01-24
BRINKS CO P 2017-04-26 2020-01-24
BROWN AND BROWN INC COM P 2016-03-14 2020-01-24
CACI INTL INC CLASS A P 2016-06-23 2020-01-24
CURTISS WRIGHT CORP P 2017-09-13 2020-01-24
DUNKIN' BRANDS GRP INC P 2017-09-18 2020-01-24
DUNKIN' BRANDS GRP INC P 2017-09-15 2020-11-13
DUNKIN' BRANDS GRP INC P 2017-09-18 2020-11-13
DUNKIN' BRANDS GRP INC P 2017-09-19 2020-11-13
DUNKIN' BRANDS GRP INC P 2017-09-27 2020-11-13
DUNKIN' BRANDS GRP INC P 2017-09-28 2020-11-13
DUNKIN' BRANDS GRP INC P 2017-09-29 2020-11-13
ELDORADO RESORTS INC P 2017-09-18 2020-01-24
FIRST AMERICAN FINL CORP P 2015-04-24 2020-01-24
FIRST AMERICAN FINL CORP P 2015-04-24 2020-01-24
FIRSTCASH INC P 2016-05-02 2020-01-24
FRANKLIN ELECTRIC CO INC P 2016-03-14 2020-01-24
FIRST MERCHANTS CORP P 2015-08-27 2020-01-24
FIRST MERCHANTS CORP P 2015-08-28 2020-01-24
FIRST MERCHANTS CORP P 2015-09-04 2020-01-24
GRAPHIC PACKAGING HLDNG P 2014-01-23 2020-01-24
GRAPHIC PACKAGING HLDNG P 2014-04-15 2020-01-24
IAA INC P 2014-05-15 2020-01-24
INTEGRA LIFESCIENCES P 2016-03-14 2020-01-23
INTEGRA LIFESCIENCES P 2016-04-14 2020-01-23
INTEGRA LIFESCIENCES P 2016-05-27 2020-01-23
INTEGRA LIFESCIENCES P 2016-06-15 2020-01-23
INTEGRA LIFESCIENCES P 2016-11-18 2020-01-23
INTEGRA LIFESCIENCES P 2016-11-23 2020-01-23
INTEGRA LIFESCIENCES P 2017-01-27 2020-01-23
INTEGRA LIFESCIENCES P 2017-02-27 2020-01-23
LIVANOVA PLC P 2017-10-05 2020-01-24
LIVANOVA PLC P 2017-10-06 2020-01-24
LPL FINANCIAL HOLDINGS P 2017-09-20 2020-01-24
NATIONAL STORAGE P 2017-03-23 2020-01-24
NORTHWESTERN CORP P 2015-11-03 2020-01-24
NORTHWESTERN CORP P 2015-12-01 2020-01-24
NEXSTAR MEDIA GROUP INC P 2017-08-10 2020-01-24
NEXSTAR MEDIA GROUP INC P 2017-08-15 2020-01-24
PROSPERITY BANCSHS INC P 2016-06-15 2020-01-23
PROSPERITY BANCSHS INC P 2016-06-30 2020-01-23
PROSPERITY BANCSHS INC P 2016-07-01 2020-01-23
PROSPERITY BANCSHS INC P 2016-08-12 2020-01-23
RELIANCE STL & ALUMINUM P 2014-11-17 2020-01-24
SILICON LABORATORIES P 2016-03-03 2020-01-24
SILICON LABORATORIES P 2016-03-04 2020-01-24
SIMPSON MANUFACTRNG INC P 2017-06-14 2020-01-23
SIMPSON MANUFACTRNG INC P 2017-06-14 2020-01-23
SIMPSON MANUFACTRNG INC P 2017-06-15 2020-01-23
SIMPSON MANUFACTRNG INC P 2017-06-19 2020-01-23
SIMPSON MANUFACTRNG INC P 2017-08-25 2020-01-23
INVESCO S&P MIDCAP ETF P 2018-01-09 2020-11-20
ZEBRA TECHNOLOGIES CL A P 2016-10-25 2020-01-24
AECOM P 2019-11-26 2020-02-18
ALIGN TECH INC P 2020-03-24 2020-05-26
ADVANCED MICRO DEVICES P 2018-03-12 2020-11-13
ADVANCED MICRO DEVICES P 2018-03-12 2020-11-20
ALTICE USA INC CLASS A P 2019-03-04 2020-02-10
BEST BUY CO INC P 2020-08-24 2020-12-14
CATERPILLAR INC P 2018-05-14 2020-05-26
CERNER CORP P 2020-04-28 2020-08-24
CF INDUSTRIES HOLDINGS P 2019-09-03 2020-01-21
COSTCO WHSL CORP NEW P 2020-03-24 2020-12-14
COPART INC P 2020-02-18 2020-04-28
CISCO SYS INC P 2018-01-09 2020-06-29
DELTA AIR LINES INC NEW P 2018-01-09 2020-06-15
DISNEY WALT COMPANY P 2019-01-22 2020-04-06
DISNEY WALT COMPANY P 2019-01-28 2020-04-06
AMDOCS LTD P 2020-01-21 2020-03-24
LAUDER ESTEE COS INC CLA P 2020-02-10 2020-07-13
F5 NETWORKS INC P 2019-11-04 2020-06-29
FOOT LOCKER INC P 2018-09-17 2020-04-06
GILEAD SCIENCES INC P 2018-01-09 2020-06-29
INTL BUSINESS MACH CORP P 2018-01-09 2020-06-29
INTEL CORP P 2018-01-09 2020-06-29
INTL PAPER CO P 2019-03-25 2020-03-24
JPMORGAN CHASE & CO P 2018-01-09 2020-06-22
LOCKHEED MARTIN CORP P 2020-05-26 2020-07-13
LVMH MOET HENNESSY P 2018-06-18 2020-05-11
MASTERCARD INC CL A P 2018-01-09 2020-11-23
MICROSOFT CORP P 2017-09-27 2020-11-20
MICROSOFT CORP P 2018-01-09 2020-11-20
OMNICOM GROUP P 2020-03-24 2020-06-15
PAYCHEX INC P 2020-06-29 2020-09-28
PACCAR INC P 2018-01-09 2020-02-10
PULTE GROUP INC P 2018-09-10 2020-06-22
QORVO INC P 2020-02-10 2020-06-29
SEAGATE TECHNOLOGY PLC P 2019-07-29 2020-06-22
TARGET CORP P 2020-04-06 2020-06-29
TWITTER INC P 2019-01-22 2020-03-24
UNDER ARMOUR INC P 2019-07-15 2020-03-24
UBIQUITI INC P 2020-06-29 2020-09-21
VALERO ENERGY CORP NEW P 2018-01-09 2020-03-24
VERISIGN INC P 2020-06-29 2020-12-14
VERIZON COMMUNICATIONS P 2020-02-10 2020-06-22
WALGREENS BOOTS P 2018-12-26 2020-02-10
WALMART INC P 2018-01-09 2020-06-29
ZOOM VIDEO COMM CL A P 2019-05-13 2020-02-10
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,135   2,299 8,836
b 19,832   8,551 11,281
c 100,000   103,762 -3,762
d 16,109   2,497 13,612
e 75,000   75,000 0
19,564   1,222 18,342
14,224   2,950 11,274
6,560   1,281 5,279
21,275   2,577 18,698
1,349   1,784 -435
6,198   6,005 193
2,221   3,484 -1,263
2,984   6,020 -3,036
5,274   4,718 556
8,735   8,506 229
9,036   9,249 -213
8,451   8,773 -322
49,237   49,237 0
14,748   14,748 0
1,189   1,252 -63
13,811   14,662 -851
11,424   11,437 -13
49,115   49,115 0
10,000   9,832 168
48,829   48,829 0
74   52 22
222   156 66
518   367 151
592   420 172
518   357 161
222   156 66
148   105 43
370   260 110
268   157 111
208   128 80
250   154 96
208   88 120
125   53 72
707   301 406
166   71 95
749   288 461
473   175 298
273   181 92
461   189 272
273   92 181
148   99 49
315   214 101
531   260 271
2,016   1,016 1,000
2,441   1,217 1,224
531   265 266
318   159 159
318   160 158
361   151 210
122   75 47
183   113 70
430   228 202
409   215 194
41   26 15
204   130 74
82   52 30
314   177 137
99   57 42
295   106 189
116   65 51
462   267 195
231   148 83
115   76 39
115   81 34
115   83 32
346   250 96
808   599 209
72   73 -1
144   147 -3
292   146 146
245   161 84
76   54 22
227   163 64
379   192 187
126   63 63
69   51 18
412   302 110
480   352 128
618   464 154
235   129 106
243   88 155
121   45 76
85   43 42
933   478 455
679   349 330
509   262 247
594   300 294
15,000   14,975 25
511   130 381
8,707   7,896 811
3,572   2,118 1,454
6,013   865 5,148
5,122   702 4,420
9,653   7,448 2,205
4,826   5,620 -794
3,151   4,197 -1,046
3,596   3,734 -138
1,996   2,080 -84
6,781   5,187 1,594
6,619   8,717 -2,098
8,324   7,227 1,097
3,998   7,243 -3,245
4,253   4,750 -497
989   1,101 -112
1,208   1,861 -653
5,001   5,421 -420
6,691   7,084 -393
1,922   4,140 -2,218
4,232   4,296 -64
3,302   4,599 -1,297
11,201   8,621 2,580
1,957   3,073 -1,116
5,182   5,809 -627
2,813   3,004 -191
4,906   4,486 420
17,665   8,615 9,050
848   296 552
1,273   531 742
4,281   3,906 375
7,747   7,098 649
5,786   5,765 21
969   759 210
7,000   6,854 146
3,295   3,081 214
3,523   2,879 644
3,007   3,996 -989
2,157   6,713 -4,556
6,424   7,061 -637
1,122   2,932 -1,810
2,983   2,838 145
8,199   8,766 -567
3,118   3,760 -642
6,389   5,437 952
6,039   5,056 983
1,801     1,801
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       8,836
b       11,281
c       -3,762
d       13,612
e       0
      18,342
      11,274
      5,279
      18,698
      -435
      193
      -1,263
      -3,036
      556
      229
      -213
      -322
      0
      0
      -63
      -851
      -13
      0
      168
      0
      22
      66
      151
      172
      161
      66
      43
      110
      111
      80
      96
      120
      72
      406
      95
      461
      298
      92
      272
      181
      49
      101
      271
      1,000
      1,224
      266
      159
      158
      210
      47
      70
      202
      194
      15
      74
      30
      137
      42
      189
      51
      195
      83
      39
      34
      32
      96
      209
      -1
      -3
      146
      84
      22
      64
      187
      63
      18
      110
      128
      154
      106
      155
      76
      42
      455
      330
      247
      294
      25
      381
      811
      1,454
      5,148
      4,420
      2,205
      -794
      -1,046
      -138
      -84
      1,594
      -2,098
      1,097
      -3,245
      -497
      -112
      -653
      -420
      -393
      -2,218
      -64
      -1,297
      2,580
      -1,116
      -627
      -191
      420
      9,050
      552
      742
      375
      649
      21
      210
      146
      214
      644
      -989
      -4,556
      -637
      -1,810
      145
      -567
      -642
      952
      983
      1,801
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 2 101,864
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 2,468
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 2,468
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 2,468
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,427
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,427
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,959
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,959 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.THEOGRADYFOUNDATION.ORG
    14
    The books are in care ofbulletKATHLEEN O'GRADY PRESIDENT Telephone no.bullet (212) 744-2713

    Located atbullet140 EAST 81ST STREET APT 5CNEW YORKNY ZIP+4bullet10028
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KATHLEEN C O'GRADY DIR., PRESIDENT
    1.00     		0 0 0
    140 EAST 81ST STREET APT 5C
    NEW YORK,NY10028
    ANNE E LUPICA ESQ DIR., SEC./TREAS.
    0.00     		0 0 0
    115 E COUNTRY CLUB DRIVE
    PHOENIX,AZ85014
    JACQUELINE BECKLEY DIRECTOR
    0.00     		0 0 0
    3 ROSEWOOD LANE
    DENVILLE,NJ07834
    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 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    4,664,577
    b
    Average of monthly cash balances.......................
    1b
    206,888
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,871,465
    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
    4,871,465
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    73,072
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,798,393
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    239,920
    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
    239,920
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,468
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,468
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    237,452
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    237,452
    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
    237,452
    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
    346,773
    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
    346,773
    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
    346,773
    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 7 237,452
    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...... 142,565
    b From 2016...... 123,059
    c From 2017...... 187,939
    d From 2018...... 166,423
    e From 2019...... 59,724
    fTotal of lines 3a through e........ 679,710
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 346,773
    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..... 237,452
    e Remaining amount distributed out of corpus 109,321
    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 5 789,031
    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) ...     		142,565
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		646,466
    10 Analysis of line 9:
    a Excess from 2016.... 123,059
    b Excess from 2017.... 187,939
    c Excess from 2018.... 166,423
    d Excess from 2019.... 59,724
    e Excess from 2020.... 109,321
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MS KATHLEEN O'GRADY PRESIDENT THE O
    140 EAST 81ST STREET APT 5C
    NEW YORK,NY10028
    (212) 744-2713
    bThe form in which applications should be submitted and information and materials they should include:
    A LETTER OF INQUIRY NO MORE THAN TWO PAGES ADDRESSED TO THE PRESIDENT. A COPY OF THE IRS LETTER DETERMINING 501 (C) (3) TAX STATUS AND THE MOST RECENT 990 TAX RETURN MUST ACCOMPANY THE LETTER.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FOUNDATION WILL MAKE CONTRIBUTIONS TO PRESELECTED ORGANIZATIONS. FOUNDATION WILL ALSO CONSIDER GRANT REQUESTS FROM ORGANIZATIONS IN THE FIELDS OF ART AND EDUCATION. PROJECT SPECIFIC GRANTS ARE PREFERRED.
    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
    ACTORS FUND
    729 SEVENTH AVE 10TH FLOOR
    NEW YORK,NY10019     		NONE PUBLIC GENERAL OPERATING SUPPORT 1,000
    AKF FOUNDATION FOR CULTURE AND ENVIRONMENT
    PO BOX 1250
    COOPERSTOWN,NY13326     		NONE PUBLIC GENERAL OPERATING SUPPORT 5,000
    ALDRICH CONTEMPORARY ART MUSEUM
    258 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC GENERAL OPERATING SUPPORT 10,000
    AMERICAN ASSOCIATION OF THE NATIONAL THEATER
    247 W 30TH STREET 8F
    NEW YORK,NY10001     		NONE PUBLIC GENERAL OPERATING SUPPORT 10,000
    ART 21
    231 WEST 29TH STREET SUITE 706
    NEW YORK,NY10001     		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500
    BROOKLYN ACADEMY OF MUSIC
    30 LAFAYETTE AVENUE
    BROOKLYN,NY11217     		NONE PUBLIC GENERAL OPERATING SUPPORT 7,500
    BROOKLYN MUSEUM
    200 EASTERN PARKWAY
    BROOKLYN,NY11238     		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500
    CENTER FOR ARTISTIC ACTIVISM
    PO BOX 543
    BEACON,NY12508     		NONE PUBLIC GENERAL OPERATING SUPPORT 10,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022     		NONE PUBLIC GENERAL OPERATING SUPPORT 250
    CREATIVE CAPITAL
    15 MAIDEN LANE 18TH FLOOR
    NEW YORK,NY10038     		NONE PUBLIC GENERAL OPERATING SUPPORT 13,525
    ELEVATOR REPAIR SERVICE THEATER
    47 GREAT JONES ST
    NEW YORK,NY10012     		NONE PUBLIC GENERAL OPERATING SUPPORT 5,000
    EYEBEAM
    199 COOK STREET STE 104
    BROOKLYN,NY11206     		NONE PUBLIC GENERAL OPERATING SUPPORT 15,000
    FILM SOCIETY OF LINCOLN CENTER
    150 WEST 65TH STREET
    NEW YORK,NY10023     		NONE PUBLIC GENERAL OPERATING SUPPORT 1,250
    HEART
    PO BOX 738
    MAMARONECK,NY10543     		NONE PUBLIC GENERAL OPERATING SUPPORT 1,000
    INDEPENDENT CURATORS INTERNATIONAL
    401 BROADWAY 1620
    NEW YORK,NY10013     		NONE PUBLIC GENERAL OPERATING SUPPORT 3,523
    LINCOLN CENTER THEATER
    150 WEST 65TH STREET
    NEW YORK,NY10023     		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500
    MARYMOUNT MANHATTAN COLLEGE
    221 EAST 71ST STREET
    NEW YORK,NY10021     		NONE PUBLIC GENERAL OPERATING SUPPORT 50,000
    METROPOLITAN OPERA
    LINCOLN CENTER
    NEW YORK,NY10023     		NONE PUBLIC GENERAL OPERATING SUPPORT 12,500
    MUSEUM OF MODERN ART
    11 W 53RD STREET
    NEW YORK,NY10019     		NONE PUBLIC GENERAL OPERATING SUPPORT 15,300
    MUSICIANS' EMERGENCY RELIEF FUND
    322 WEST 48TH STREET
    NEW YORK,NY10036     		NONE PUBLIC GENERAL OPERATING SUPPORT 1,650
    NEW MUSEUM
    235 BOWERY
    NEW YORK,NY10002     		NONE PUBLIC GENERAL OPERATING SUPPORT 7,500
    NEW YORK THEATER WORKSHOP
    79 EAST 4TH STREET
    NEW YORK,NY10003     		NONE PUBLIC GENERAL OPERATING SUPPORT 1,500
    NY FOUNDATION FOR THE ARTS
    155 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		NONE PUBLIC GENERAL OPERATING SUPPORT 60,000
    NY PUBLIC THEATER
    425 LAFAYETTE ST
    NEW YORK,NY10003     		NONE PUBLIC GENERAL OPERATING SUPPORT 3,000
    PARK AVENUE ARMORY
    643 PARK AVENUE
    NEW YORK,NY10065     		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500
    PLAYWRIGHT HORIZONS
    416 W 42ND ST
    NEW YORK,NY10036     		NONE PUBLIC GENERAL OPERATING SUPPORT 3,000
    PRO PUBLICA
    155 AVENUE OF THE AMERICAS 13TH
    FLOOR
    NEW YORK,NY10013     		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500
    RIVER VALLEY ARTS COLLECTIVE
    23 BIG ROCK LOOP
    KATONAH,NY10536     		NONE PUBLIC GENERAL OPERATING SUPPORT 15,000
    SCULPTURE CENTER
    44-19 PURVES
    LONG ISLAND CITY,NY11101     		NONE PUBLIC GENERAL OPERATING SUPPORT 200
    ST ANN'S WAREHOUSE
    45 WATER STREET
    BROOKLYN,NY11201     		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500
    ST MARTIN'S UNIVERSITY
    5000 ABBEY WAY SE
    LACEY,WA985037500     		NONE PUBLIC GENERAL OPERATING SUPPORT 1,000
    TRUST FOR GOVERNORS ISLAND
    10 SOUTH STREET SLIP 7
    NEW YORK,NY10004     		NONE PUBLIC GENERAL OPERATING SUPPORT 10,000
    USF RESEARCH FOUNDATION
    3802 SPECTRUM BLVD 100
    TAMPA,FL33612     		NONE PUBLIC GENERAL OPERATING SUPPORT 7,000
    VOTERIDERS
    171 PIER AVENUE 313
    SANTA MONICA,CA90405     		NONE PUBLIC GENERAL OPERATING SUPPORT 6,180
    WHITNEY MUSEUM OF AMERICAN ART
    99 GANSEVOORT
    NEW YORK,NY10014     		NONE PUBLIC GENERAL OPERATING SUPPORT 20,000
    WLIW21
    825 EIGHT AVENUE
    NEW YORK,NY10019     		NONE PUBLIC GENERAL OPERATING SUPPORT 100
    WNYC PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		NONE PUBLIC GENERAL OPERATING SUPPORT 1,412
    Total .................................bullet 3a 313,390
    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 55  
    4 Dividends and interest from securities....     14 96,346  
    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.....     01 2,950  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 101,864  
    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).. 0 201,215 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    201,215
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE O'GRADY FOUNDATION INC
    EIN:
    06-1383651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 13,000 6,500   6,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE O'GRADY FOUNDATION INC
    EIN:
    06-1383651
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS 25K 25,563 24,950
    FEDEX 70K 69,964 72,419
    GILEAD 100K 99,938 104,429
    BOEING 100K 98,358 103,812
    STARBUCKS 70K 71,944 76,017
    THERMO 100K 102,676 110,252

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE O'GRADY FOUNDATION INC
    EIN:
    06-1383651
    Name of Stock End of Year Book Value End of Year Fair Market Value
    297 SHS ORBCOMM 1,234 2,203
    1397 SHS ORBCOMM 7,371 10,366
    AEP 5,149 8,494
    AMGEN 6,735 8,277
    AT&T 8,089 6,586
    ADP 8,422 9,515
    COMCAST 8,058 9,956
    CISCO 3,191 8,682
    DIAGEO 3,911 4,288
    DOVER 6,507 10,100
    GD 8,261 7,441
    GPC 8,826 9,039
    GILD 5,493 4,777
    HAS 5,845 5,893
    HD 15,176 20,984
    ITW 11,048 13,456
    INTC 6,193 11,259
    IBM 8,172 6,294
    JNJ 8,105 13,535
    INTU 4,148 4,938
    JPM 3,138 11,818
    KMB 6,443 7,281
    LMT 16,418 17,749
    MTB 5,690 4,201
    MXIM 6,158 10,106
    MCD 11,300 13,733
    MRK 10,001 13,579
    MSFT 11,813 29,359
    NEE 6,590 12,653
    PBCT 7,080 4,836
    PEP 8,651 10,678
    PSX 9,144 6,295
    PG 7,512 12,383
    SBUX 10,268 11,661
    TGT 5,362 14,122
    TPS 9,673 12,630
    USB 8,064 8,107
    VZ 8,129 9,694
    WBA 9,981 5,184
    WM 7,492 9,670
    XEL 5,562 5,334
    ABBV 2,980 3,750
    ATVI 5,568 6,407
    ADBE 2,892 5,501
    AMD 3,392 26,596
    AKAM 2,235 2,310
    GOOGL 2,154 3,505
    AMZN 5,551 9,771
    AMGN 7,123 8,967
    ANTM 8,340 11,559
    AAPL 8,738 26,538
    BMY 2,294 2,357
    CDNS 4,608 13,779
    CLX 5,191 4,846
    CTSH 3,851 5,818
    CRWD 2,084 6,990
    CCK 5,504 5,711
    DG 3,814 4,206
    DLTR 6,955 8,211
    DBX 6,925 7,301
    EA 3,700 5,026
    LLY 3,284 3,714
    FB 4,159 12,839
    FTNT 2,780 5,199
    HD 5,119 10,094
    ITW 8,037 7,951
    ICE 7,183 8,762
    INTU 4,923 6,457
    KLAC 7,179 17,088
    LRCX 4,606 7,084
    LULU 6,312 12,181
    LITE 6,969 8,722
    MRK 7,089 9,898
    MSFT 7,076 26,023
    MNST 8,290 8,601
    NFLX 4,851 8,111
    NKE 5,343 10,469
    NVDA 7,783 7,833
    ORCL 6,100 6,792
    QCOM 7,001 12,187
    CRM 4,478 6,676
    SBUX 1,971 2,995
    TTWO 5,184 7,896
    TXN 5,741 8,535
    TJX 4,801 6,829
    UBER 6,338 7,446
    UNH 6,316 9,118
    VMW 9,341 10,940
    ZBRA 8,080 8,071
    EFAV 81,387 80,751
    EEMV 81,458 79,404
    JPST 53,862 53,837
    NFFFX 50,000 52,203
    NEXYX 105,950 121,959
    ABB 43,895 69,900
    ADBE 8,293 144,535
    APD 20,655 81,966
    ALB 35,977 51,632
    AXP 8,564 22,247
    ADI 22,126 110,798
    AMAT 10,671 53,938
    ADSK 20,692 109,922
    BRKB 25,025 115,935
    BLKB 20,401 14,390
    BC 13,050 19,060
    DVN 18,333 11,067
    DEO 64,372 95,286
    DOVER 26,071 101,000
    EBAY 8,367 20,100
    FLIR 11,295 13,149
    GILD 26,680 23,304
    HXL 16,335 14,547
    HRL 11,891 60,593
    JWA 29,474 31,962
    JNJ 32,553 78,690
    JCI 38,244 46,590
    LIN 49,035 79,053
    MTB 30,568 25,460
    MDT 68,102 105,426
    MRK 34,693 81,800
    MSFT 17,015 155,694
    NSRGY 15,057 58,900
    JWN 39,064 17,166
    NVS 33,487 47,215
    PAYX 38,877 116,475
    PYPL 18,814 134,665
    PG 44,007 97,398
    RTX 22,119 21,453
    RDS 45,337 24,598
    SNY 49,284 58,308
    TRMB 26,433 53,416
    UL 33,331 90,540
    USB 31,092 27,954
    VPL 26,960 39,795
    VRSK 25,204 103,795
    WY 31,534 33,530
    ZBH 44,741 61,636
    FRBXX 73,044 73,041
    AMN 2,258 4,027
    BAH 2,367 7,236
    BCO 2,258 2,736
    BRO 2,605 7,728
    CACI 1,809 4,987
    CZR 2,008 6,090
    CW 1,736 2,094
    FAF 3,608 5,163
    FRME 2,933 4,414
    FCFS 1,415 2,381
    FELE 1,816 4,429
    GPK 3,061 5,997
    IAA 912 3,509
    XMLV 22,055 23,386
    XSLV 28,323 24,933
    IWN 12,343 13,570
    IJR 24,900 29,316
    IWR 24,966 32,081
    LIVN 3,171 2,913
    LPLA 1,933 4,169
    NSA 2,410 3,855
    NXST 3,067 5,460
    NWE 3,051 3,324
    RS 1,382 2,754
    SLAB 1,835 5,730
    DON 19,902 19,389
    ZBRA 1,288 8,455
    DCCIX 49,878 57,168
    PCBIX 28,128 36,877

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE O'GRADY FOUNDATION INC
    EIN:
    06-1383651
    US Government Securities - End of Year Book Value:

    74,989
    US Government Securities - End of Year Fair Market Value:

    76,614
    State & Local Government Securities - End of Year Book Value:


    54,157
    State & Local Government Securities - End of Year Fair Market Value:


    54,121


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE O'GRADY FOUNDATION INC
    EIN:
    06-1383651
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RIDGEWOOD ENERGY O FUND FMV 5,735 5,735
    RIDGEWOOD ENERGY V FUND FMV 5,142 5,142
    RIDGEWOOD ENERGY X FUND FMV 24,262 24,262
    RIDGEWOOD ENERGY Y FUND FMV 19,222 19,222

    TY 2020 OtherAssetsSchedule
    Name:
    THE O'GRADY FOUNDATION INC
    EIN:
    06-1383651
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM KATHLEEN O'GRADY 5,500 5,500 5,500


    TY 2020 OtherExpensesSchedule
    Name:
    THE O'GRADY FOUNDATION INC
    EIN:
    06-1383651
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 483 0   483
    ASSOCIATION EXPENSE 8,965 0   8,965
    INSURANCE 2,488 0   2,488


    TY 2020 OtherIncomeSchedule2
    Name:
    THE O'GRADY FOUNDATION INC
    EIN:
    06-1383651
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    THRU RIDGEWOOD ENERGY Y FUND 1,496 0 1,496
    THRU RIDGEWOOD ENERGY X FUND 658 0 658
    THRU RIDGEWOOD ENERGY O FUND 434 0 434
    THRU RIDGEWOOD ENERGY V FUND 314 0 314
    OTHER EXPENSES 48 48 48


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE O'GRADY FOUNDATION INC
    EIN:
    06-1383651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 24,959 12,480   12,479


    TY 2020 TaxesSchedule
    Name:
    THE O'GRADY FOUNDATION INC
    EIN:
    06-1383651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 1,531 1,531   0
    FOREIGN FEES 221 221   0
    FEDERAL EXCISE TAX 4,000 0   0