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
RUSSELL COLGATE FUND INC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO CORP TR CO 1209 ORANGE ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19801
A Employer identification number

22-1713065
B Telephone number (see instructions)

(212) 682-6640
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$21,707,069J 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      
4 Dividends and interest from securities... 107,636 107,636  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,570,341
b Gross sales price for all assets on line 6a 4,636,323
7 Capital gain net income (from Part IV, line 2)... 2,570,341
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........ 2,677,977 2,677,977  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 128,136 128,136   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,700 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,947 6,559   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140,783 134,695   0
25 Contributions, gifts, grants paid....... 903,722 903,722
26 Total expenses and disbursements. Add lines 24 and 25 1,044,505 134,695   903,722
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,633,472
b Net investment income (if negative, enter -0-) 2,543,282
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............. 219,108 237,868 237,868
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,968,029 Click to see attachment8,582,741 21,469,201
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) 7,187,137 8,820,609 21,707,069
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........ 1,038,841 1,038,841
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,148,296 7,781,768
29 Total net assets or fund balances (see instructions)..... 7,187,137 8,820,609
30 Total liabilities and net assets/fund balances (see instructions). 7,187,137 8,820,609
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
7,187,137
2
Enter amount from Part I, line 27a .....................
2
1,633,472
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,820,609
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
8,820,609
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
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,636,323   2,065,982 2,570,341
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,570,341
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,570,341
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 35,352
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 35,352
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 35,352
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,200
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 9,200
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 26,152
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)
    bulletDE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSACKS PRESS LACHER PC Telephone no.bullet (212) 682-6640

    Located atbullet600 THIRD AVENUENEW YORKNY ZIP+4bullet10016
    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
    RUSSELL C WILKINSON PRESIDENT
    5.00     		0 0 0
    C/O SACKS PRESS LACHER 600 THIRD
    AVENUE
    NEW YORK,NY10016
    JOHN C COLGATE JR VICE-PRES.
    5.00     		0 0 0
    C/O SACKS PRESS LACHER 600 THIRD
    AVENUE
    NEW YORK,NY10016
    MARY C KIRK SECRETARY
    5.00     		0 0 0
    C/O SACKS PRESS LACHER 600 THIRD
    AVENUE
    NEW YORK,NY10016
    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
    EDGEWOOD MANAGEMENT CO LLC INVESTMENT ADVISORY 128,136
    535 MADISON AVE
    NEW YORK,NY10017
    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
    18,571,640
    b
    Average of monthly cash balances.......................
    1b
    231,338
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,802,978
    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
    18,802,978
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    282,045
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,520,933
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    926,047
    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
    926,047
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    35,352
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,352
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    890,695
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    890,695
    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
    890,695
    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
    903,722
    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
    903,722
    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
    903,722
    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 7 890,695
    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...... 30,718
    b From 2016...... 838
    c From 2017...... 39,671
    d From 2018...... 79,680
    e From 2019...... 78,235
    fTotal of lines 3a through e........ 229,142
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 903,722
    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..... 890,695
    e Remaining amount distributed out of corpus 13,027
    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 5 242,169
    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) ...     		30,718
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		211,451
    10 Analysis of line 9:
    a Excess from 2016.... 838
    b Excess from 2017.... 39,671
    c Excess from 2018.... 79,680
    d Excess from 2019.... 78,235
    e Excess from 2020.... 13,027
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACE ASSOCIATION OF COMMUNITY
    30-30 NORTHERN BOULEVARD SUITE B100
    LONG ISLAND CITY,NY11101     		  PC GENERAL PURPOSES 10,000
    ACTION AGAINST HUNGER USA
    1 WHITEHALL STREET 2
    NEW YORK,NY10004     		  PC GENERAL PURPOSES 9,000
    ALZEIMER'S ASSOCIATION
    60 E 42ND ST 2240
    NEW YORK,NY10165     		  PC GENERAL PURPOSES 1,000
    AMERICAN CIVIL LIBERTIES UNION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004     		  PC GENERAL PURPOSES 3,000
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    4518 NORTH 32ND STREET
    PHOENIX,AZ85018     		  PC GENERAL PURPOSES 2,000
    AMERICAN FRIENDS OF THE LOUVRE
    305 EAST 47 ST
    NEW YORK,NY10017     		  PC GENERAL PURPOSES 38,648
    AMERICAN RED CROSS
    520 W 49TH STREET
    NEW YORK,NY10019     		  PC GENERAL PURPOSES 1,000
    AMERICAN THEATER WING
    230 W 41ST STREET 1101
    NEW YORK,NY10036     		  PC GENERAL PURPOSES 500
    AMNESTY INTERNATIONAL
    5 PENN PLAZA 16TH FL
    NEW YORK,NY10001     		  PC GENERAL PURPOSES 1,000
    ARLINGTON CENTER OF THE ARTS
    369 MASS AVE
    ARLINGTON,MA02474     		  PC GENERAL PURPOSES 5,000
    ARLINGTON EATS
    58 MEDFORD ST
    ARLINGTON,MA02474     		  PC GENERAL PURPOSES 10,000
    ARLINGTON EDUCATION FOUNDATION
    PO BOX 80
    ARLINGTON,MA02476     		  PC GENERAL PURPOSES 1,000
    ARLINGTON HEALTH AND HUMAN SERVICES CHARITABLE CORP
    670R MASSACHUSETTS AVENUE
    ARLINGTON,MA02476     		  PC COVID RELIEF 10,000
    ARLINGTON HEATING ASSISTANCE
    27 MAPLE STREET
    ARLINGTON,MA02476     		  PC GENERAL PURPOSES 10,000
    ARLINGTON LAND TRUST
    PO BOX 492
    ARLINGTON,MA02476     		  PC GENERAL PURPOSES 5,000
    ARLINGTON LIBRARIES FOUNDATION
    700 MASSACHUSETTS AVE
    ARLINGTON,MA02476     		  PC GENERAL PURPOSES 2,400
    ARLINGTON YOUTH COUNSELING CENTER
    670R MASSACHUSETTS AVENUE
    ARLINGTON,MA02476     		  PC GENERAL PURPOSES 10,000
    ARM IN ARM
    123 EAST HANOVER STREET
    TRENTON,NJ08608     		  PC GENERAL PURPOSES 1,000
    ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE
    PO BOX 120108
    BOSTON,MA02112     		  PC GENERAL PURPOSES 2,000
    ASSOCIATION FRANCE PARKINSON
    18 RUE DES TERRES AU CUR
    PARIS   75013
    FR     		  PC GENERAL PURPOSES 3,000
    AUSABLE CLUB FOUNDATION
    137 AUSABLE RD
    KEENE VALLEY,NY12943     		  PC GENERAL PURPOSES 3,500
    AUSABLE CLUB PRESERVATION
    137 AUSABLE RD
    ST HUBERTS,NY12943     		  PC GENERAL PURPOSES 17,000
    BAYARD RUSTIN CENTER FOR SOCIAL
    21 WIGGINS STREET
    PRINCETON,NJ08540     		  PC GENERAL PURPOSES 1,000
    BEMENT SCHOOL
    94 OLD MAIN STREET PO BOX 8
    DEERFIELD,MA01342     		  PC GENERAL PURPOSES 1,500
    BOSTON CHINATOWN NEIGHBORHOOD CENTER
    885 WASHINGTON STREET
    BOSTON,MA02111     		  PC GENERAL PURPOSES 8,000
    BRUCE MUSEUM
    1 MUSEUM DRIVE
    GREENWICH,CT06830     		  PC GENERAL PURPOSES 5,000
    CALIFORNIA COMMUNITY FOUNDATION
    221 S FIGUEROA STREET 400
    LOS ANGELES,CA90012     		  PC GENERAL PURPOSES 1,400
    CAMBRIDGE CAMPING
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139     		  PC GENERAL PURPOSES 10,000
    CASA FOR CHILDREN
    100 W HARRISON ST NORTH TOWER STE
    500
    SEATTLE,WA98119     		  PC GENERAL PURPOSES 1,000
    CAUMSETT STATE PARK
    25 LLOYD HARBOR ROAD
    LLOYD HARBOR,NY11743     		  PC GENERAL PURPOSES 1,163
    CENTER FOR CARTOON STUDIES
    PO BOX 125
    WHITE RIVER JUNCTION,VT05001     		  PC GENERAL PURPOSES 2,000
    CENTRAL ASIA INSTITUTE
    PO BOX 7209
    BOZEMAN,MT59771     		  PC GENERAL PURPOSES 5,000
    CHAPIN SCHOOL
    100 EAST END AVENUE
    NEW YORK,NY10028     		  PC GENERAL PURPOSES 20,000
    CHILDRENS ROOM
    1210 MASSACHUSETTS AVENUE
    ARLINGTON,MA02476     		  PC GENERAL PURPOSES 1,000
    CHRIST CHURCH DAY SCHOOL
    524 PARK AVENUE
    NEW YORK,NY10065     		  PC GENERAL PURPOSES 1,000
    CHRIST CHURCH GREENWICH
    254 E PUTNAM AVENUE
    GREENWICH,CT06830     		  PC GENERAL PURPOSES 1,000
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY13346     		  PC GENERAL PURPOSES 67,000
    COLUMBIA UNIVERSITY
    622 W 113TH STREET
    NEW YORK,NY10025     		  PC GENERAL PURPOSES 500
    COMMUNITY SCHOOL
    4301 CONNECTICUT AVE NW SUITE 100
    WASHINGTON,DC20008     		  PC GENERAL PURPOSES 6,000
    CONNECTICUT PUBLIC RADIO
    1049 ASYLUM AVENUE
    HARTFORD,CT06105     		  PC GENERAL PURPOSES 1,000
    CYRUS E DALLIN ART MUSEUM
    611 MASSACHUSETTS AVE
    ARLINGTON,MA02474     		  PC GENERAL PURPOSES 1,000
    DEERFIELD ACADEMY
    7 BOYDEN LANE
    DEERFIELD,MA01342     		  PC GENERAL PURPOSES 1,500
    DENOVO CENTER FOR JUSTICE
    47 THORNDIKE STREET SB-LL-1
    CAMBRIDGE,MA02141     		  PC GENERAL PURPOSES 8,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004     		  PC GENERAL PURPOSES 8,500
    DUCHESS DAY SCHOOL
    415 NY-343
    MILLBROOK,NY12545     		  PC GENERAL PURPOSES 1,500
    EASEL ANIMAL RESCUE LEAGUE
    4 JAKE GARZIO DRIVE
    EWING TOWNSHIP,NJ08628     		  PC GENERAL PURPOSES 500
    ECOTRUST
    721 NW 9TH AVE SUITE 200
    PORTLAND,OR97209     		  PC GENERAL PURPOSES 1,000
    EPIPHANY SCHOOL
    141 EAST 28TH STREET
    NEW YORK,NY10016     		  PC GENERAL PURPOSES 750
    EXCEL ACADEMY CHARTER SCHOOL
    58 MOORE STREET
    EAST BOSTON,MA02128     		  PC GENERAL PURPOSES 2,500
    FOOD LINKS
    1999 MT READ BOULEVARD
    ROCHESTER,NY14615     		  PC GENERAL PURPOSES 10,000
    FOUNDATION FOR WOMENS WELLNESS
    OFFICE OF LILA E NACHTIGALL MD 251
    EAST 33RD STREET 5TH FLOOR
    NEW YORK,NY10016     		  PC GENERAL PURPOSES 1,000
    FREEBIRD FOUNDATION
    4925 LINDEN STREET
    BELLAIRE,TX77401     		  PC GENERAL PURPOSES 2,933
    FREEDOM TO CHOOSE PROJECT
    315 MEIGS RD STE A295
    SANTA BARBARA,CA93109     		  PC GENERAL PURPOSES 3,000
    FRIENDS OF EDNA'S MATERNITY HOSPITAL
    1660 L STREET NW SUITE 501
    WASHINGTON,DC20036     		  PC GENERAL PURPOSES 1,000
    GLEN COVE HOSPITAL
    2000 MARCUS AVENUE
    NEW HYDE PARK,NY11042     		  PC GENERAL PURPOSES 20,000
    GRACE CHURCH SCHOOL
    46 COOPER SQ
    NEW YORK,NY10003     		  PC GENERAL PURPOSES 1,000
    GREATER BOSTON FOOD BANK
    70 S BAY AVENUE
    BOSTON,MA02118     		  PC GENERAL PURPOSES 3,000
    GREATER CLEVELAND FOOD BANK
    15500 S WATERLOO ROAD
    CLEVELAND,OH44110     		  PC GENERAL PURPOSES 2,500
    GREATER SOMERVILLE HOMELESS COALITION
    1 DAVIS SQUARE
    SOMERVILLE,MA02144     		  PC GENERAL PURPOSES 10,000
    GREATER THAN
    2916 NE ALBERTA ST STE D
    PORTLAND,OR97211     		  PC GENERAL PURPOSES 2,000
    GREENVALE SCHOOL
    250 VALENTINES LANE
    OLD BROOKVILLE,NY11545     		  PC GENERAL PURPOSES 1,000
    GREENWICH HOSPITAL
    35 RIVER ROAD
    COS COB,CT06807     		  PC GENERAL PURPOSES 10,000
    GREENWICH LIBRARY
    101 WEST PUTNAM AVE
    GREENWICH,CT06830     		  PC GENERAL PURPOSES 3,000
    GREENWICH WORLD HUNGER
    PO BOX 7444
    GREENWICH,CT06836     		  PC GENERAL PURPOSES 1,000
    GUADALUPE CENTER
    509 HOPE CIRCLE
    IMMOKALEE,FL34142     		  PC GENERAL PURPOSES 3,500
    GUIDE DOG FOUNDATION
    371 EAST JERICHO TURNPIKE
    SMITHTOWN,NY117872976     		  PC GENERAL PURPOSES 1,000
    HABITAT FOR HUMANITY
    111 JOHN STREET 23RD FL
    NEW YORK,NY10038     		  PC GENERAL PURPOSES 13,500
    HERO INITIATIVE
    11301 OLYMPIC BOULEVARD 587
    LOS ANGELES,CA90064     		  PC GENERAL PURPOSES 5,000
    HONEY BROOK FARM
    PO BOX 87
    CHESTERFIELD,NJ08515     		  PC GENERAL PURPOSES 500
    HOUSING CORPORATION OF ARLINGTON
    252 MASSACHUSETTS AVE
    ARLINGTON,MA02474     		  PC GENERAL PURPOSES 10,000
    INTERNATIONAL CAMPAIGN FOR TIBET
    1825 JEFFERSON PLACE NW
    WASHINGTON,DC20036     		  PC GENERAL PURPOSES 3,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		  PC GENERAL PURPOSES 500
    JUSTICE IN MOTION
    789 WASHINGTON AVE
    BROOKLYN,NY11238     		  PC GENERAL PURPOSES 1,000
    LADIES OF HOPE MINISTRIES
    8 W 126TH STREET
    NEW YORK,NY10027     		  PC GENERAL PURPOSES 995
    LIVING YOGA
    5100 SW MACADAM AVE SUITE 360
    PORTLAND,OR97239     		  PC GENERAL PURPOSES 500
    MEMORIAL SLOAN KETTERING
    1275 YORK AVENUE
    NEW YORK,NY10065     		  PC GENERAL PURPOSES 25,000
    MERCY CORPS
    PO BOX 2669 DEPT W
    PORTLAND,OR972082669     		  PC GENERAL PURPOSES 2,000
    MERCY SHIPS
    PO BOX 2020
    GARDEN VALLEY,TX75771     		  PC GENERAL PURPOSES 9,500
    MILLBROOK SCHOOL
    131 MILLBROOK SCHOOL RD
    MILLBROOK,NY12545     		  PC GENERAL PURPOSES 1,500
    MISS PORTER'S SCHOOL
    60 MAIN STREET
    FARMINGTON,CT06032     		  PC GENERAL PURPOSES 7,500
    MISS PORTER'S SCHOOL
    60 MAIN STREET
    FARMINGTON,CT06032     		  PC IMMEDIATE IMPACT SCHOLARSHIP 50,000
    MONGOLIA BANKHAR DOG PROJECT
    112 HEMLOCK VALLEY ROAD
    EAST HADDAM,CT06423     		  PC GENERAL PURPOSES 10,000
    MORRISON CHILD AND FAMILY SERVICES
    11035 NE SANDY BLVD
    PORTLAND,OR97220     		  PC GENERAL PURPOSES 2,000
    NAPLES PATHWAYS COALITION
    300 5TH AVENUE SOUTH SUITE 101 BOX
    454
    NAPLES,FL34102     		  PC GENERAL PURPOSES 1,000
    NATHANIEL WITHERELL
    70 PARSONAGE ROAD
    GREENWICH,CT06830     		  PC GENERAL PURPOSES 2,500
    NEIGHBORHOOD HOUSES
    70 WEST 36TH STREET STE 503
    NEW YORK,NY10018     		  PC GENERAL PURPOSES 1,000
    NEW JERSEY AGRICULTURAL SOCIETY
    1200 FLORENCE COLUMBUS ROAD
    FIELDSBORO,NJ08505     		  PC GENERAL PURPOSES 500
    NEW YORK ACADEMY OF ART
    111 FRANKLIN STREET
    NEW YORK,NY10013     		  PC GENERAL PURPOSES 100,000
    NOMADIC GUARDIAN FOUNDATION
    112 FRANKLIN TPKE APT E
    WALDWICK,NJ07463     		  PC GENERAL PURPOSES 12,000
    NORTH BY NORTHEAST COMMUNITY HEALTH CENTER
    3030 NE MARTIN LUTHER KING BLVD
    PORTLAND,OR97212     		  PC GENERAL PURPOSES 1,500
    NORTH SHORE LAND ALLIANCE
    PO BOX 658
    OYSTER BAY,NY11771     		  PC GENERAL PURPOSES 3,000
    NORTHWELL HEALTH FOUNDATION
    2000 MARCUS AVENUE
    NEW HYDE PARK,NY11042     		  PC GENERAL PURPOSES 20,000
    ORBIS
    520 8TH AVE 12
    NEW YORK,NY10018     		  PC GENERAL PURPOSES 3,500
    OREGON FOOD BANK
    7900 NE 33RD DR
    PORTLAND,OR97211     		  PC GENERAL PURPOSES 3,000
    OREGON WILD
    901 SE OAK ST 103
    PORTLAND,OR97214     		  PC GENERAL PURPOSES 1,500
    PAN FLORIDA CHALLENGE
    2907 TRADE CENTER WAY SUIDE D
    NAPLES,FL34109     		  PC GENERAL PURPOSES 1,433
    PARENTS HELPING PARENTS
    2928 WEST FIFTH STREET
    FORT WORTH,TX76107     		  PC GENERAL PURPOSES 5,000
    PLANNED PARENTHOOD FEDERATION
    123 WILLIAM STREET 10TH FLOOR
    NEW YORK,NY10038     		  PC GENERAL PURPOSES 6,000
    PLANTING FIELDS FOUNDATION
    PO BOX 660
    OYSTER BAY,NY11771     		  PC GENERAL PURPOSES 2,500
    PORTLAND ANIMAL WELFARE TEAM
    25 NW 23RD PLACE 6-489
    PORTLAND,OR97210     		  PC GENERAL PURPOSES 1,000
    PRINCETON UNIVERSITY
    PO BOX 5357
    PRINCETON,NJ08544     		  PC GENERAL PURPOSES 30,000
    PROJECT BREAD
    145 BORDER STREET
    EAST BOSTON,MA021281903     		  PC GENERAL PURPOSES 30,000
    PUBLIC THEATRE
    425 LAFAYETTE STREET
    NEW YORK,NY10003     		  PC GENERAL PURPOSES 15,000
    RAPHAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BLVD 503
    PORTLAND,OR97214     		  PC GENERAL PURPOSES 2,000
    READING AND WRITING VENTURES FDN INC
    653 BERNARDSTON ROAD
    GREENFIELD,MA01301     		  PC GENERAL PURPOSES 12,000
    RESPOND INC
    PO BOX 555
    SOMERVILLE,MA02143     		  PC GENERAL PURPOSES 10,000
    RIVER HOUSE
    125 RIVER RD EXT
    COS COB,CT06807     		  PC GENERAL PURPOSES 1,000
    ROLLING HARVEST FOOD RESCUE
    PO BOX 693
    NEW HOPE,PA18938     		  PC GENERAL PURPOSES 500
    SEMESTER AT SEA
    2243 CENTRE AVE 300
    FORT COLLINS,CO80256     		  PC GENERAL PURPOSES 4,000
    SHELBURNE MUSEUM
    6000 SHELBURNE RD PO BOX 10
    SHELBURNE,VT05482     		  PC GENERAL PURPOSES 9,000
    SOLVE MECFS INITIATIVE
    5455 WILSHIRE BLVD STE 806
    LOS ANGELES,CA900360007     		  PC GENERAL PURPOSES 5,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		  PC GENERAL PURPOSES 5,000
    ST JOHNS CHURCH
    325 LATTINGTON RD
    LOCUST VALLEY,NY11560     		  PC GENERAL PURPOSES 1,500
    STEVE NASH FOUNDATION
    9400 SUGAR CIR
    ANCHORAGE,AL99507     		  PC GENERAL PURPOSES 3,000
    TRENTON AREA SOUP KITCHEN
    72 ESCHER STREET
    TRENTON,NJ08609     		  PC GENERAL PURPOSES 1,000
    TRILLIUM FAMILY SERVICES
    3415 SE POWELL BLVD
    PORTLAND,OR97202     		  PC GENERAL PURPOSES 1,500
    TRUSTEES OF COLUMBIA UNIVERSITY
    535 W 116TH STREET
    NEW YORK,NY10027     		  PC GENERAL PURPOSES 18,000
    U U URBAN MINISTRY
    10 PUTNAM ST
    ROXBURY,MA02119     		  PC GENERAL PURPOSES 5,000
    UNIVERSITY OF SANTA MONICA
    2107 WILSHIRE BLVD
    SANTA MONICA,CA90403     		  PC GENERAL PURPOSES 26,000
    WALLACE MEDICAL CONCERN
    ROCKWOOD BUILDING 124 NE 181ST AVE
    SUITE 103
    PORTLAND,OR97230     		  PC GENERAL PURPOSES 1,500
    WATERSHED INSTITUTE
    31 TITUS MILL ROAD
    PENNINGTON,NJ08534     		  PC GENERAL PURPOSES 500
    WELCOME HOME COALITION
    1207 SW BROADWAY STE 400
    PORTLAND,OR97204     		  PC GENERAL PURPOSES 1,500
    WELCOME PROJECT
    530 MYSTIC AVENUE
    SOMERVILLE,MA02145     		  PC GENERAL PURPOSES 7,000
    WILD CENTER
    45 MUSEUM DRIVE
    TUPPER LAKE,NY12986     		  PC GENERAL PURPOSES 5,000
    WNET
    825 EIGHTH AVENUE
    NEW YORK,NY10019     		  PC GENERAL PURPOSES 2,500
    WOMAN FOR WOMAN INTERNATIONAL
    2000 M STREET NW SUITE 200
    WASHINGTON,DC20036     		  PC GENERAL PURPOSES 2,500
    WOMENSPACE INC
    1530 BRUNSWICK AVENUE
    LAWRENCEVILLE,NJ08648     		  PC GENERAL PURPOSES 1,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		  PC GENERAL PURPOSES 2,000
    WORLD WOMEN WORK
    8 COLE LANE
    SANTA FE,NM87508     		  PC GENERAL PURPOSES 1,500
    YALE UNIVERSITY
    OFFICE OF DEVELOPMENT PO BOX 2038
    NEW HAVEN,CT06521     		  PC GENERAL PURPOSES 10,000
    YWCA PRINCETON
    59 PAUL ROBESON PLACE
    PRINCETON,NJ08540     		  PC GENERAL PURPOSES 500
    Total .................................bullet 3a 903,722
    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 ...........     		         
    4 Dividends and interest from securities....     14 107,636  
    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 2,570,341  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,677,977 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,677,977
    (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.)
    1 NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    RUSSELL COLGATE FUND INC
    EIN:
    22-1713065
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS INC -1941 SHS 461,076 970,733
    ALIGN TECHNOLOGY INC -1993 SHS 457,703 1,065,019
    AMAZON.COM INC -273 SHS 94,681 889,142
    AMERICAN TOWER CORPORATION -4049 SHS 330,021 908,839
    CHIPOTLE MEXICAN GRILL INC CL A -484 SHS 634,695 671,168
    CME GROUP INC -3875 SHS 396,455 705,444
    DANAHER CORP -3610 SHS 796,657 801,925
    EQUINIX, INC. -1281 SHS 274,106 914,865
    ESTEE LAUDER COMPANIES CLASS A -3722 SHS 589,462 990,759
    FACEBOOK INC. -4063 SHS 528,400 1,109,849
    IHS MARKIT LTD -8258 SHS 271,521 741,816
    ILLUMINA INC -2982 SHS 386,385 1,103,340
    INTUIT -2654 SHS 709,578 1,008,122
    INTUITIVE SURGICAL INC -1371 SHS 282,077 1,121,615
    MICROSOFT CORPORATION -4089 SHS 655,153 909,475
    NETFLIX COM INC -1284 SHS 215,246 694,297
    NIKE INC CLASS B STOCK -6483 SHS 294,713 917,150
    NVIDIA CORP -2164 SHS 129,889 1,130,041
    PAYPAL HOLDINGS, INC. -6082 SHS 217,501 1,424,404
    S & P GLOBAL INC. -2407 SHS 289,092 791,253
    SNAP INC. -26672 SHS 490,925 1,335,467
    VISA INC-CLASS A SHRS -5781 SHS 77,405 1,264,478

    TY 2020 OtherExpensesSchedule
    Name:
    RUSSELL COLGATE FUND INC
    EIN:
    22-1713065
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODY FEES 6,559 6,559   0
    MISCELLANEOUS 388 0   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RUSSELL COLGATE FUND INC
    EIN:
    22-1713065
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EDGEWOOD MANAGEMENT CO LLC 128,136 128,136   0


    TY 2020 TaxesSchedule
    Name:
    RUSSELL COLGATE FUND INC
    EIN:
    22-1713065
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE 5,700 0   0