Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE WILLIAM AND MARY GREVE FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)270 LAFAYETTE STREET NO 1002
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10012
A Employer identification number

13-6020724
B Telephone number (see instructions)

(212) 307-7850
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$25,578,783J Accounting method:
MODIFIED CASH
(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 59,635 59,635  
4 Dividends and interest from securities... 177,392 177,392  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 849,664
b Gross sales price for all assets on line 6a 2,434,549
7 Capital gain net income (from Part IV, line 2)... 849,664
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 108,249 350  
12 Total. Add lines 1 through 11........ 1,194,940 1,087,041  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 197,000 98,500   98,500
14 Other employee salaries and wages...... 170,183 85,092   85,092
15 Pension plans, employee benefits....... 169,005 84,504   84,504
16a Legal fees (attach schedule)......... Click to see attachment 48,239 12,060   36,179
b Accounting fees (attach schedule)....... Click to see attachment 52,438 39,329   13,110
c Other professional fees (attach schedule).... Click to see attachment 243,661 146,939   94,812
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,959 3,442   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 13,542 6,771  
20 Occupancy.............. 128,612 64,306   64,306
21 Travel, conferences, and meetings....... 13,322 0   13,322
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 43,491 16,689   26,803
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,101,452 557,632   516,628
25 Contributions, gifts, grants paid....... 1,344,980 1,344,980
26 Total expenses and disbursements. Add lines 24 and 25 2,446,432 557,632   1,861,608
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,251,492
b Net investment income (if negative, enter -0-) 529,409
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............. 559,831 338,097 338,097
2 Savings and temporary cash investments......... 4,524,024 4,287,189 4,287,189
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) bullet132,321
Less: allowance for doubtful accounts bullet0 0 132,321 132,321
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 9,974 6,577 6,577
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 16,030,342 Click to see attachment18,075,590 18,075,590
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).......... 2,767,946 Click to see attachment2,533,797 2,533,797
14 Land, buildings, and equipment: basis bullet296,215
Less: accumulated depreciation (attach schedule) bullet126,868 173,130 Click to see attachment169,347 169,347
15 Other assets (describe bullet) Click to see attachment42,617 Click to see attachment35,865 Click to see attachment35,865
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,107,864 25,578,783 25,578,783
Liabilities 17 Accounts payable and accrued expenses.......... 49,680 69,171
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment184,082 Click to see attachment159,084
23 Total liabilities (add lines 17 through 22)......... 233,762 228,255
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........... 23,874,102 25,350,528
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 23,874,102 25,350,528
30 Total liabilities and net assets/fund balances (see instructions). 24,107,864 25,578,783
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
23,874,102
2
Enter amount from Part I, line 27a .....................
2
-1,251,492
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,748,865
4
Add lines 1, 2, and 3 ..........................
4
25,371,475
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
20,947
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,350,528
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 US TRUST SELECT EQUITY   2019-01-01 2020-12-31
b US TRUST SELECT EQUITY   2020-01-01 2020-12-31
c SEMPER VIC PARTNERS (QP), LP P 2019-01-01 2020-12-31
d SEMPER VIC PARTNERS (QP), LP P 2020-01-01 2020-12-31
e SEG PARTNERS L.P. P 2020-01-01 2020-12-31
SEG PARTNERS L.P. P 2019-01-01 2020-12-31
AG REALTY FUND VIII LP P 2019-01-01 2020-12-31
(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 1,213,820   951,425 262,395
b 565,763   591,534 -25,771
c 466,253     466,253
d     1,607 -1,607
e     18,439 -18,439
188,713     188,713
    21,880 -21,880
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       262,395
b       -25,771
c       466,253
d       -1,607
e       -18,439
      188,713
      -21,880
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 2 849,664
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 7,359
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 7,359
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 7,359
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 16,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,700
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,500
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 21,141
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet21,141 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANTHONY C M KISER Telephone no.bullet (212) 307-7850

    Located atbullet270 LAFAYETTE STREET SUITE 1002NEW YORKNY ZIP+4bullet10012
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........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). Click to see attachment
    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
    JOHN W KISER III CHAIRMAN, DIRECTOR
    30.00     		75,000 15,000 0
    210 POPHAMS FORD RD
    SPERRYVILLE,VA22740
    ANTHONY CM KISER PRESIDENT, DIRECTOR
    30.00     		122,000 24,400 0
    270 LAFAYETTE STREET
    NEW YORK,NY10012
    JENNIFER FRANKLIN SECRETARY
    1.00     		0 0 0
    C/O STB 425 LEXINGTON AVE
    NEW YORK,NY10017
    JAMES MOTT CLARK JR DIRECTOR
    1.00     		0 0 0
    270 LAFAYETTE STREET
    NEW YORK,NY10012
    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
    ANDREA ROSENBERG EXECUTIVE ADMINISTRA
    35.00     		161,863 32,373 0
    C/O 270 LAFAYETTE STREET
    NEW YORK,NY10012
    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
    SELECT EQUITY GROUP INVESTMENT MANAGEMENT 88,422
    380 LAFAYETTE STREET SIXTH FL
    NEW YORK,NY10003
    TAMAR MILLER CONSULTING 50,000
    41 WINSLOW STREET
    CAMBRIDGE,MA02138
    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
    18,726,527
    b
    Average of monthly cash balances.......................
    1b
    4,209,856
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,936,383
    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
    22,936,383
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    344,046
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,592,337
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,129,617
    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
    1,129,617
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,359
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    605
    c
    Add lines 2a and 2b............................
    2c
    7,964
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,121,653
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,121,653
    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
    1,121,653
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,861,608
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,861,608
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,861,608
    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 1,121,653
    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...... 819,944
    b From 2016...... 995,197
    c From 2017...... 979,171
    d From 2018...... 958,665
    e From 2019...... 529,940
    fTotal of lines 3a through e........ 4,282,917
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,861,608
    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..... 1,121,653
    e Remaining amount distributed out of corpus 739,955
    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 5,022,872
    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) ...     		819,944
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		4,202,928
    10 Analysis of line 9:
    a Excess from 2016.... 995,197
    b Excess from 2017.... 979,171
    c Excess from 2018.... 958,665
    d Excess from 2019.... 529,940
    e Excess from 2020.... 739,955
    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
    ABDELKADER EDUCATION PROJECT
    PO BOX 830
    ELKADER,IA52043     		NONE PC FOR GENERAL SUPPORT. 75,000
    AMERICAN AGORA FOUNDATION
    33 IRVING PLACE
    NEW YORK,NY10003     		NONE PC IN SUPPORT OF LAPHAM'S QUARTERLY. 10,000
    ARTISTS STRIVING TO END POVERTY INC
    300 WEST 55 STREET APT 17P
    NEW YORK,NY10019     		NONE PC TO SUPPORT THE COST OF STUDENTS TO TRAVEL TO SOUTH AFRICA TO WORK WITH CHILDREN LIVING WITH OR ORPHANED BECAUSE OF HIV. 10,000
    BALLET SCHOOL OF NEW YORK INC
    131 EAST 10TH ST 2ND FLOOR
    NEW YORK,NY10003     		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000
    BELLE MEADE EDUCATIONAL RESOURCES CENTER
    2 BELLE MEADE LANE
    SPERRYVILLE,VA22740     		NONE PC TO SUPPORT OUTDOOR SPORTS COURT. 2,500
    BELLE MEADE EDUCATIONAL RESOURCES CENTER
    2 BELLE MEADE LANE
    SPERRYVILLE,VA22740     		NONE PC TO SUPPORT COMMUNITY SERVICE PROJECTS AND INTERNSHIPS FOR HIGH SCHOOL STUDENTS. 10,000
    BELLE MEADE EDUCATIONAL RESOURCES CENTER
    2 BELLE MEADE LANE
    SPERRYVILLE,VA22740     		NONE PC TO SUPPORT OUTDOOR SPORTS COURT. 10,000
    BNY MELLON CHARITABLE GIFT FUND
    75 ANSON STREET
    CHARLESTON,SC29401     		NONE PC GENERAL SUPPORT - THE THEODORA PARK FUND. 25,000
    BROOKLYN INSTITUTE OF ARTS AND SCIENCES
    200 EASTERN PARKWAY
    BROOKLYN,NY11238     		NONE PC FOR GENERAL OPERATING SUPPORT OF THE BROOKLYN MUSEUM. 25,000
    CENTER FOR RELIGION AND DIPLOMACY INC
    1003 K STREET NW SUITE 400
    WASHINGTON,DC20001     		NONE PC FOR POLICY BASED RESEARCH PROJECTS. 20,000
    CENTER FOR RELIGION AND DIPLOMACY INC
    1003 K STREET NW SUITE 400
    WASHINGTON,DC20001     		NONE PC FOR POLICY BASED RESEARCH PROJECTS. 2,500
    CHILD CARE AND LEARNING CENTER
    PO BOX 520
    WASHINGTON,VA22747     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 10,000
    CHURCH OF CHRIST CONGREGATIONAL
    12 VILLAGE GREEN
    NORFOLK,CT06058     		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000
    CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC
    14 WALL STREET SUITE 4E
    NEW YORK,NY10005     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 10,000
    COMMUNITY ACCESS TO THE ARTS INC
    40 RAILROAD STREET SUITE 6
    GREAT BARRINGTON,MA01230     		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000
    DUKE UNIVERSITY
    PO BOX 104132
    DURHAM,NC27708     		NONE PC IN SUPPORT OF NURSING SCHOLARSHIP FUND. 10,000
    FAITH AND CULTURE CENTER
    2505 BROOME STREET
    NASHVILLE,TN37135     		NONE PC IN SUPPORT OF THE "OUR MUSLIM NEIGHBOR" PROJECT AND GENERAL SUPPORT. 50,000
    FIDELITY CHARITABLE GIFT FUND
    PO BOX 770001
    CINCINNATI,OH45277     		NONE PC IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. 30,000
    FILMMAKERS COLLABORATIVE INC
    6 EASTMAN PLACE SUITE 202
    MELROSE,MA02176     		NONE PC IN SUPPORT OF SMARTYPANTS PRODUCTIONS. 25,000
    FUND FOR THE CITY OF NEW YORK
    121 SIXTH AVE 6TH FLOOR
    NEW YORK,NY10013     		NONE PC IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. 25,000
    FUND FOR THE CITY OF NEW YORK
    121 SIXTH AVE 6TH FLOOR
    NEW YORK,NY10013     		NONE PC IN SUPPORT OF 1 ON 1 PROJECT GENERAL OPERATING EXPENSES. 20,000
    GREAT MOUNTAIN FOREST CORPORATION
    200 CANAAN MOUNTAIN ROAD
    FALLS VILLAGE,CT06031     		NONE POF FOR GENERAL OPERATING SUPPORT. 25,000
    I AM YOUR PROTECTOR INC
    1636 3RD AVENUE SUITE 139
    NEW YORK,NY10128     		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000
    INSTITUTE FOR LEARNING ENGAGEMENT ADVOCACY AND DIALOGUE
    600 A STREET SE
    WASHINGTON,DC20003     		NONE PC IN SUPPORT OF THEIR GENERAL WORK AND CONTRIBUTING TO WORKSHOPS. 62,000
    ISLAMIC NETWORKS INC
    3031 TISCH WAY 9TH FLOOR SUITE 950
    SAN JOSE,CA95128     		NONE PC IN SUPPORT OF CURRICULUM DEVELOPMENT. 35,000
    JACOB'S PILLOW DANCE FESTIVAL INC
    358 GEORGE CARTER ROAD
    BECKET,MA01223     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 10,000
    KID PAN ALLEY
    PO BOX 38
    WASHINGTON,VA22747     		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000
    MERRIMACK COLLEGE
    315 TURNPIKE STREET S -8
    NORTH ANDOVER,MA01845     		NONE PC FOR GENERAL OPERATING SUPPORT. 53,500
    MOUNT DESERT LAND AND GARDEN PRESERVE
    PO BOX 208
    SEAL HARBOR,ME04675     		NONE PC IN SUPPORT OF GARDEN PROJECTS. 10,000
    MUSLIM EDUCATION RESOURCE COUNSEL
    12300 PINECREST ROAD
    RESTON,VA20191     		NONE PC FOR AL FATIH ACADEMY. 35,000
    NATURE CONSERVANCY
    32 SOUTH EWING STREET
    HELENA,MT59601     		NONE PC FOR NATURE CONSERVATORY OF MONTANA. 25,000
    NEW AMSTERDAM PRESENTS INC
    417 MYRTLE AVENUE
    BROOKLYN,NY11205     		NONE PC FOR A MARVELOUS ORDER. 5,000
    NEW YORK HARBOR FOUNDATION INC
    10 SOUTH STREET SLIP 7
    NEW YORK,NY10004     		NONE PC IN SUPPORT OF THE BILLION OYSTER PROJECT. 35,000
    NORFOLK BOTANICAL GARDENS FOUNDATION
    6700 AZALEA GARDEN ROAD
    NORFOLK,VA23518     		NONE PC FOR GENERAL OPERATING SUPPORT. 60,000
    OTHER CONTRIBUTIONS
    270 LAFAYETTE STREET
    NEW YORK,NY10012     		NONE PC FOR GENERAL OPERATING SUPPORT. 72,280
    RAPPAHANNOCK BENEVOLENT FUND
    PO BOX 133
    WASHINGTON,VA22747     		NONE PC FOR GENERAL OPERATING SUPPORT. 1,500
    RAPPAHANNOCK BENEVOLENT FUND
    PO BOX 133
    WASHINGTON,VA22747     		NONE PC FOR GENERAL OPERATING SUPPORT. 6,000
    RAPPAHANNOCK HISTORICAL SOCIETY INC
    328 GAY STREET PO BOX 261
    WASHINGTON,VA22747     		NONE PC IN SUPPORT OF PRESERVATION OF RAPPAHANNOCK COUNTY'S HERITAGE. 25,000
    SAINT DAVID'S SCHOOL
    12 EAST 89TH STREET
    NEW YORK,NY10128     		NONE PC IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. 17,000
    SCAN-HARBOR INC
    345 EAST 102ND ST
    NEW YORK,NY10029     		NONE PC IN SUPPORT OF A VIOLENCE PREVENTION PROGRAM FOR HIGH RISK CHILDREN AND FAMILIES IN EAST HARLEM AND SOUTH BRONX. 3,000
    SCENIC HUDSON INC
    ONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601     		NONE PC IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. 25,000
    SECOND STAGE THEATRE
    1501 BROADWAY SUITE 518
    NEW YORK,NY10036     		NONE PC FOR GENERAL OPERATING SUPPORT. 91,700
    TAKE THE FIELD INC
    270 LAFAYETTE ST SUITE 1002
    NEW YORK,NY10012     		NONE PF IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. 25,000
    TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING
    55 BROAD STREET 17TH FL
    NEW YORK,NY10004     		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000
    THE COMMON GOOD INSTITUTE INC
    270 LAFAYETTE ST SUITE 1002
    NEW YORK,NY10012     		NONE PC IN SUPPORT OF LEGAL REFORM IN VARIOUS GOVERNMENT ADMINISTRATIVE, POLITICAL, ECONOMIC AND SOCIAL SCIENCE FIELDS. 25,000
    THE PUBLIC CONCERN FOUNDATION
    105 HUDSON ST SUITE 407
    NEW YORK,NY10013     		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000
    THE VIRGINIA MUSEUM OF FINE ARTS FOUNDATION
    200 N BOULEVARD
    RICHMOND,VA23220     		NONE PC IN SUPPORT OF "VMFA ON THE ROAD" PROJECT. 20,000
    TOWN OF NORFOLK
    19 MAPLE AVENUE
    NORFOLK,CT06058     		NONE GOV TO SUPPORT THE PURCHASE OF A VAN. 20,000
    URBAN ASSEMBLY INC
    90 BROAD STREET SUITE 2101
    NEW YORK,NY10128     		NONE PC IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GUIDANCE ON COLLEGE ADMISSIONS AND CAREER COUNSELING. 50,000
    WAKEFIELD COUNTRY DAY SCHOOL INC
    PO BOX 739
    FLINT HILL,VA22627     		NONE PC TO SUPPORT TUITION ASSISTANCE TO DESERVING STUDENTS. 48,000
    WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000
    YALE UNIVERSITY
    20 LITCHFIELD ROAD
    NORFALK,CT06058     		NONE PC FOR NORFOLK CHAMBER MUSIC. 2,500
    YALE UNIVERSITY
    20 LITCHFIELD ROAD
    NORFALK,CT06058     		NONE PC FOR NORFOLK CHAMBER MUSIC. 7,500
    Total .................................bullet 3a 1,344,980
    bApproved for future payment
    BENNINGTON COLLEGE CORPORATION
    ONE COLLEGE DRIVE
    BENNINGTON,VT05201     		NONE PC IN SUPPORT OF COLLEGE-IN-PRISON PROGRAM. 25,000
    BROOKLYN INSTITUTE OF ARTS AND SCIENCES
    200 EASTERN PARKWAY
    BROOKLYN,NY11238     		NONE PC FOR GENERAL OPERATING SUPPORT OF THE BROOKLYN MUSEUM. 25,000
    CHURCH OF CHRIST CONGREGATIONAL
    12 VILLAGE GREEN
    NORFOLK,CT06058     		NONE PC FOR POVERTY PROGRAM. 20,000
    COMMUNITY ACCESS TO THE ARTS INC
    40 RAILROAD STREET SUITE 6
    GREAT BARRINGTON,MA01230     		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000
    DUKE UNIVERSITY
    BOX 104132
    DURHAM,NC27708     		NONE PC IN SUPPORT OF NURSING SCHOLARSHIP FUND. 10,000
    FAITH AND CULTURE CENTER
    2505 BROOME STREET
    NASHVILLE,TN37135     		NONE PC IN SUPPORT OF THE "OUR MUSLIM NEIGHBOR" PROJECT AND GENERAL SUPPORT. 60,000
    FIDELITY CHARITABLE GIFT FUND
    PO BOX 770001
    CINCINNATI,OH45277     		NONE PC IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. 30,000
    FUND FOR THE CITY OF NEW YORK
    121 SIXTH AVE 6TH FLOOR
    NEW YORK,NY10013     		NONE PC IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. 25,000
    GREAT MOUNTAIN FOREST CORPORATION
    200 CANAAN MOUNTAIN ROAD
    FALSS VILLAGE,CT06031     		NONE POF FOR GENERAL OPERATING SUPPORT. 25,000
    HIGH COUNTRY NEWS
    PO BOX 1090
    PAONIA,CO81428     		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000
    HOUSING PLUS SOLUTIONS INC
    4 WEST 43RD STREET SECOND FLOOR
    NEW YORK,NY10036     		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000
    KID PAN ALLEY
    PO BOX 38
    WASHINGTON,VA22747     		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000
    LITTLE GUILD OF ST FRANCIS FOR THE WELFARE OF ANIMALS INC
    285 SHARON GOSHEN TURNPIKE
    WEST CORNELL,CT06796     		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000
    MUSLIM EDUCATION RESOURCE COUNSEL
    46103 INGOMAR TER SUITE 200
    STERLING,VA20165     		NONE PC FOR AL FATIH ACADEMY. 15,000
    NATURE CONSERVANCY
    32 SOUTH EWING STREET
    HELENA,MT59601     		NONE PC FOR NATURE CONSERVANCY OF MONTANA. 50,000
    NEW YORK HARBOR FOUNDATION INC
    10 SOUTH STREET SLIP7
    NEW YORK,NY10004     		NONE PC IN SUPPORT OF THE BILLION OYSTER PROJECT. 40,000
    NORFOLK BOTANICAL GARDENS FOUNDATION
    6700 AZALEA GARDEN ROAD
    NORFOLK,VA23518     		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000
    NORFOLK VOLUNTEER FIRE DEPARTMENT INC
    20 SHEPARD ROAD
    NORFOLK,CT06058     		NONE GOV FOR GENERAL OPERATING SUPPORT. 10,000
    RAPPU INC
    PO BOX 35
    SPERRYVILLE,VA22747     		NONE PC FOR RAPP CENTER FOR EDUCATION. 25,000
    SCENIC HUDSON INC
    ONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601     		NONE PC IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. 25,000
    SECOND STAGE THEATRE
    1501 BROADWAY SUITE 518
    NEW YORK,NY10036     		NONE PC FOR GENERAL OPERATING SUPPORT. 81,600
    THE WRITING REVOLUTION
    22 CORTLANDT STREET 33RD FLOOR
    NEW YORK,NY10007     		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000
    TOWN OF NORFOLK
    19 MAPLE AVENUE
    NORFOLK,CT06058     		NONE GOV IN SUPPORT OF NEW DOCK. 5,000
    TOWN OF NORFOLK
    19 MAPLE AVENUE
    NORFOLK,CT06058     		NONE GOV IN SUPPORT OF BEACH IMPROVEMENT. 10,000
    URBAN ASSEMBLY INC
    90 BROAD STREET SUITE 2101
    NEW YORK,NY10128     		NONE PC IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GENERAL SUPPORT. 50,000
    YALE UNIVERSITY
    2 WHITNEY AVENUE SUITE 400
    NEW HAVEN,CT06520     		NONE PC IN SUPPORT OF RENOVATING THE STUDIO FACILITY FOR ITS ART SUMMER SCHOOL PROGRAM. 100,000
    Total .................................bullet 3b 796,600
    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 59,635  
    4 Dividends and interest from securities.... 900099   14 177,392  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 350  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 110,078 14 849,664  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aAG REALTY FUND VIII LP     		900099 7,931      
    bAG REALTY FUND VIII LP 900099 -10,110      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 107,899 1,087,041 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,194,940
    (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

    Form 990PF Part XV Line 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
    ABDELKADER EDUCATION PROJECTPO BOX 830
    ELKADER,IA52043     		NONE PC FOR GENERAL SUPPORT. 75,000
    AMERICAN AGORA FOUNDATION33 IRVING PLACE
    NEW YORK,NY10003     		NONE PC IN SUPPORT OF LAPHAM'S QUARTERLY. 10,000
    ARTISTS STRIVING TO END POVERTY INC300 WEST 55 STREET APT 17P
    NEW YORK,NY10019     		NONE PC TO SUPPORT THE COST OF STUDENTS TO TRAVEL TO SOUTH AFRICA TO WORK WITH CHILDREN LIVING WITH OR ORPHANED BECAUSE OF HIV. 10,000
    BALLET SCHOOL OF NEW YORK INC131 EAST 10TH ST 2ND FLOOR
    NEW YORK,NY10003     		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000
    BELLE MEADE EDUCATIONAL RESOURCES CENTER2 BELLE MEADE LANE
    SPERRYVILLE,VA22740     		NONE PC TO SUPPORT OUTDOOR SPORTS COURT. 2,500
    BELLE MEADE EDUCATIONAL RESOURCES CENTER2 BELLE MEADE LANE
    SPERRYVILLE,VA22740     		NONE PC TO SUPPORT COMMUNITY SERVICE PROJECTS AND INTERNSHIPS FOR HIGH SCHOOL STUDENTS. 10,000
    BELLE MEADE EDUCATIONAL RESOURCES CENTER2 BELLE MEADE LANE
    SPERRYVILLE,VA22740     		NONE PC TO SUPPORT OUTDOOR SPORTS COURT. 10,000
    BNY MELLON CHARITABLE GIFT FUND75 ANSON STREET
    CHARLESTON,SC29401     		NONE PC GENERAL SUPPORT - THE THEODORA PARK FUND. 25,000
    BROOKLYN INSTITUTE OF ARTS AND SCIENCES200 EASTERN PARKWAY
    BROOKLYN,NY11238     		NONE PC FOR GENERAL OPERATING SUPPORT OF THE BROOKLYN MUSEUM. 25,000
    CENTER FOR RELIGION AND DIPLOMACY INC1003 K STREET NW SUITE 400
    WASHINGTON,DC20001     		NONE PC FOR POLICY BASED RESEARCH PROJECTS. 20,000
    CENTER FOR RELIGION AND DIPLOMACY INC1003 K STREET NW SUITE 400
    WASHINGTON,DC20001     		NONE PC FOR POLICY BASED RESEARCH PROJECTS. 2,500
    CHILD CARE AND LEARNING CENTERPO BOX 520
    WASHINGTON,VA22747     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 10,000
    CHURCH OF CHRIST CONGREGATIONAL12 VILLAGE GREEN
    NORFOLK,CT06058     		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000
    CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC14 WALL STREET SUITE 4E
    NEW YORK,NY10005     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 10,000
    COMMUNITY ACCESS TO THE ARTS INC40 RAILROAD STREET SUITE 6
    GREAT BARRINGTON,MA01230     		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000
    DUKE UNIVERSITYPO BOX 104132
    DURHAM,NC27708     		NONE PC IN SUPPORT OF NURSING SCHOLARSHIP FUND. 10,000
    FAITH AND CULTURE CENTER2505 BROOME STREET
    NASHVILLE,TN37135     		NONE PC IN SUPPORT OF THE "OUR MUSLIM NEIGHBOR" PROJECT AND GENERAL SUPPORT. 50,000
    FIDELITY CHARITABLE GIFT FUNDPO BOX 770001
    CINCINNATI,OH45277     		NONE PC IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. 30,000
    FILMMAKERS COLLABORATIVE INC6 EASTMAN PLACE SUITE 202
    MELROSE,MA02176     		NONE PC IN SUPPORT OF SMARTYPANTS PRODUCTIONS. 25,000
    FUND FOR THE CITY OF NEW YORK121 SIXTH AVE 6TH FLOOR
    NEW YORK,NY10013     		NONE PC IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. 25,000
    FUND FOR THE CITY OF NEW YORK121 SIXTH AVE 6TH FLOOR
    NEW YORK,NY10013     		NONE PC IN SUPPORT OF 1 ON 1 PROJECT GENERAL OPERATING EXPENSES. 20,000
    GREAT MOUNTAIN FOREST CORPORATION200 CANAAN MOUNTAIN ROAD
    FALLS VILLAGE,CT06031     		NONE POF FOR GENERAL OPERATING SUPPORT. 25,000
    I AM YOUR PROTECTOR INC1636 3RD AVENUE SUITE 139
    NEW YORK,NY10128     		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000
    INSTITUTE FOR LEARNING ENGAGEMENT ADVOCACY AND DIALOGUE600 A STREET SE
    WASHINGTON,DC20003     		NONE PC IN SUPPORT OF THEIR GENERAL WORK AND CONTRIBUTING TO WORKSHOPS. 62,000
    ISLAMIC NETWORKS INC3031 TISCH WAY 9TH FLOOR SUITE 950
    SAN JOSE,CA95128     		NONE PC IN SUPPORT OF CURRICULUM DEVELOPMENT. 35,000
    JACOB'S PILLOW DANCE FESTIVAL INC358 GEORGE CARTER ROAD
    BECKET,MA01223     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 10,000
    KID PAN ALLEYPO BOX 38
    WASHINGTON,VA22747     		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000
    MERRIMACK COLLEGE315 TURNPIKE STREET S -8
    NORTH ANDOVER,MA01845     		NONE PC FOR GENERAL OPERATING SUPPORT. 53,500
    MOUNT DESERT LAND AND GARDEN PRESERVEPO BOX 208
    SEAL HARBOR,ME04675     		NONE PC IN SUPPORT OF GARDEN PROJECTS. 10,000
    MUSLIM EDUCATION RESOURCE COUNSEL12300 PINECREST ROAD
    RESTON,VA20191     		NONE PC FOR AL FATIH ACADEMY. 35,000
    NATURE CONSERVANCY32 SOUTH EWING STREET
    HELENA,MT59601     		NONE PC FOR NATURE CONSERVATORY OF MONTANA. 25,000
    NEW AMSTERDAM PRESENTS INC417 MYRTLE AVENUE
    BROOKLYN,NY11205     		NONE PC FOR A MARVELOUS ORDER. 5,000
    NEW YORK HARBOR FOUNDATION INC10 SOUTH STREET SLIP 7
    NEW YORK,NY10004     		NONE PC IN SUPPORT OF THE BILLION OYSTER PROJECT. 35,000
    NORFOLK BOTANICAL GARDENS FOUNDATION6700 AZALEA GARDEN ROAD
    NORFOLK,VA23518     		NONE PC FOR GENERAL OPERATING SUPPORT. 60,000
    OTHER CONTRIBUTIONS270 LAFAYETTE STREET
    NEW YORK,NY10012     		NONE PC FOR GENERAL OPERATING SUPPORT. 72,280
    RAPPAHANNOCK BENEVOLENT FUNDPO BOX 133
    WASHINGTON,VA22747     		NONE PC FOR GENERAL OPERATING SUPPORT. 1,500
    RAPPAHANNOCK BENEVOLENT FUNDPO BOX 133
    WASHINGTON,VA22747     		NONE PC FOR GENERAL OPERATING SUPPORT. 6,000
    RAPPAHANNOCK HISTORICAL SOCIETY INC328 GAY STREET PO BOX 261
    WASHINGTON,VA22747     		NONE PC IN SUPPORT OF PRESERVATION OF RAPPAHANNOCK COUNTY'S HERITAGE. 25,000
    SAINT DAVID'S SCHOOL12 EAST 89TH STREET
    NEW YORK,NY10128     		NONE PC IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. 17,000
    SCAN-HARBOR INC345 EAST 102ND ST
    NEW YORK,NY10029     		NONE PC IN SUPPORT OF A VIOLENCE PREVENTION PROGRAM FOR HIGH RISK CHILDREN AND FAMILIES IN EAST HARLEM AND SOUTH BRONX. 3,000
    SCENIC HUDSON INCONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601     		NONE PC IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. 25,000
    SECOND STAGE THEATRE1501 BROADWAY SUITE 518
    NEW YORK,NY10036     		NONE PC FOR GENERAL OPERATING SUPPORT. 91,700
    TAKE THE FIELD INC270 LAFAYETTE ST SUITE 1002
    NEW YORK,NY10012     		NONE PF IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. 25,000
    TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING55 BROAD STREET 17TH FL
    NEW YORK,NY10004     		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000
    THE COMMON GOOD INSTITUTE INC270 LAFAYETTE ST SUITE 1002
    NEW YORK,NY10012     		NONE PC IN SUPPORT OF LEGAL REFORM IN VARIOUS GOVERNMENT ADMINISTRATIVE, POLITICAL, ECONOMIC AND SOCIAL SCIENCE FIELDS. 25,000
    THE PUBLIC CONCERN FOUNDATION105 HUDSON ST SUITE 407
    NEW YORK,NY10013     		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000
    THE VIRGINIA MUSEUM OF FINE ARTS FOUNDATION200 N BOULEVARD
    RICHMOND,VA23220     		NONE PC IN SUPPORT OF "VMFA ON THE ROAD" PROJECT. 20,000
    TOWN OF NORFOLK19 MAPLE AVENUE
    NORFOLK,CT06058     		NONE GOV TO SUPPORT THE PURCHASE OF A VAN. 20,000
    URBAN ASSEMBLY INC90 BROAD STREET SUITE 2101
    NEW YORK,NY10128     		NONE PC IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GUIDANCE ON COLLEGE ADMISSIONS AND CAREER COUNSELING. 50,000
    WAKEFIELD COUNTRY DAY SCHOOL INCPO BOX 739
    FLINT HILL,VA22627     		NONE PC TO SUPPORT TUITION ASSISTANCE TO DESERVING STUDENTS. 48,000
    WILDERNESS SOCIETY1615 M STREET NW
    WASHINGTON,DC20036     		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000
    YALE UNIVERSITY20 LITCHFIELD ROAD
    NORFALK,CT06058     		NONE PC FOR NORFOLK CHAMBER MUSIC. 2,500
    YALE UNIVERSITY20 LITCHFIELD ROAD
    NORFALK,CT06058     		NONE PC FOR NORFOLK CHAMBER MUSIC. 7,500
    Total ...............................bullet 3a 1,344,980
    bApproved for future payment
    BENNINGTON COLLEGE CORPORATIONONE COLLEGE DRIVE
    BENNINGTON,VT05201     		NONE PC IN SUPPORT OF COLLEGE-IN-PRISON PROGRAM. 25,000
    BROOKLYN INSTITUTE OF ARTS AND SCIENCES200 EASTERN PARKWAY
    BROOKLYN,NY11238     		NONE PC FOR GENERAL OPERATING SUPPORT OF THE BROOKLYN MUSEUM. 25,000
    CHURCH OF CHRIST CONGREGATIONAL12 VILLAGE GREEN
    NORFOLK,CT06058     		NONE PC FOR POVERTY PROGRAM. 20,000
    COMMUNITY ACCESS TO THE ARTS INC40 RAILROAD STREET SUITE 6
    GREAT BARRINGTON,MA01230     		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000
    DUKE UNIVERSITYBOX 104132
    DURHAM,NC27708     		NONE PC IN SUPPORT OF NURSING SCHOLARSHIP FUND. 10,000
    FAITH AND CULTURE CENTER2505 BROOME STREET
    NASHVILLE,TN37135     		NONE PC IN SUPPORT OF THE "OUR MUSLIM NEIGHBOR" PROJECT AND GENERAL SUPPORT. 60,000
    FIDELITY CHARITABLE GIFT FUNDPO BOX 770001
    CINCINNATI,OH45277     		NONE PC IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. 30,000
    FUND FOR THE CITY OF NEW YORK121 SIXTH AVE 6TH FLOOR
    NEW YORK,NY10013     		NONE PC IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. 25,000
    GREAT MOUNTAIN FOREST CORPORATION200 CANAAN MOUNTAIN ROAD
    FALSS VILLAGE,CT06031     		NONE POF FOR GENERAL OPERATING SUPPORT. 25,000
    HIGH COUNTRY NEWSPO BOX 1090
    PAONIA,CO81428     		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000
    HOUSING PLUS SOLUTIONS INC4 WEST 43RD STREET SECOND FLOOR
    NEW YORK,NY10036     		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000
    KID PAN ALLEYPO BOX 38
    WASHINGTON,VA22747     		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000
    LITTLE GUILD OF ST FRANCIS FOR THE WELFARE OF ANIMALS INC285 SHARON GOSHEN TURNPIKE
    WEST CORNELL,CT06796     		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000
    MUSLIM EDUCATION RESOURCE COUNSEL46103 INGOMAR TER SUITE 200
    STERLING,VA20165     		NONE PC FOR AL FATIH ACADEMY. 15,000
    NATURE CONSERVANCY32 SOUTH EWING STREET
    HELENA,MT59601     		NONE PC FOR NATURE CONSERVANCY OF MONTANA. 50,000
    NEW YORK HARBOR FOUNDATION INC10 SOUTH STREET SLIP7
    NEW YORK,NY10004     		NONE PC IN SUPPORT OF THE BILLION OYSTER PROJECT. 40,000
    NORFOLK BOTANICAL GARDENS FOUNDATION6700 AZALEA GARDEN ROAD
    NORFOLK,VA23518     		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000
    NORFOLK VOLUNTEER FIRE DEPARTMENT INC20 SHEPARD ROAD
    NORFOLK,CT06058     		NONE GOV FOR GENERAL OPERATING SUPPORT. 10,000
    RAPPU INCPO BOX 35
    SPERRYVILLE,VA22747     		NONE PC FOR RAPP CENTER FOR EDUCATION. 25,000
    SCENIC HUDSON INCONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601     		NONE PC IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. 25,000
    SECOND STAGE THEATRE1501 BROADWAY SUITE 518
    NEW YORK,NY10036     		NONE PC FOR GENERAL OPERATING SUPPORT. 81,600
    THE WRITING REVOLUTION22 CORTLANDT STREET 33RD FLOOR
    NEW YORK,NY10007     		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000
    TOWN OF NORFOLK19 MAPLE AVENUE
    NORFOLK,CT06058     		NONE GOV IN SUPPORT OF NEW DOCK. 5,000
    TOWN OF NORFOLK19 MAPLE AVENUE
    NORFOLK,CT06058     		NONE GOV IN SUPPORT OF BEACH IMPROVEMENT. 10,000
    URBAN ASSEMBLY INC90 BROAD STREET SUITE 2101
    NEW YORK,NY10128     		NONE PC IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GENERAL SUPPORT. 50,000
    YALE UNIVERSITY2 WHITNEY AVENUE SUITE 400
    NEW HAVEN,CT06520     		NONE PC IN SUPPORT OF RENOVATING THE STUDIO FACILITY FOR ITS ART SUMMER SCHOOL PROGRAM. 100,000
    Total ................................bullet 3b 796,600

    TY 2020 AccountingFeesSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDITING & TAX 52,438 39,329   13,110

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    TY 2020 DepreciationSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNISHINGS & EQUIPMENT 2005-07-01 27,406 27,406 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2006-07-01 10,218 10,218 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2007-07-01 16,746 16,746 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2011-07-01 1,093 1,093 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2012-07-01 11,153 11,153 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2013-01-01 5,385 5,385 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2014-12-31 9,523 9,523 SL 5.000000000000 0 0    
    ARTWORK 1994-07-01 2,000   NC 0 % 0 0    
    ARTWORK 1997-07-01 20,000   NC 0 % 0 0    
    FULLY DEPRECIATED ASSETS TO TIE TO BOOKS 1998-07-01 4,500 4,500 NC 0 % 0 0    
    ARTWORK 1999-07-01 7,800   NC 0 % 0 0    
    ARTWORK 1999-07-01 7,298   NC 0 % 0 0    
    ARTWORK 1999-07-01 2,000   NC 0 % 0 0    
    ARTWORK 2000-07-01 4,900   NC 0 % 0 0    
    ARTWORK 2000-07-01 800   NC 0 % 0 0    
    ARTWORK 2000-07-01 2,300   NC 0 % 0 0    
    ARTWORK 2000-07-01 4,500   NC 0 % 0 0    
    ARTWORK 2001-07-01 1,775   NC 0 % 0 0    
    ARTWORK 2001-07-01 1,500   NC 0 % 0 0    
    ARTWORK 1997-07-01 2,500   NC 0 % 0 0    
    ARTWORK 2001-07-01 4,675   NC 0 % 0 0    
    ARTWORK 2002-07-01 1,353   NC 0 % 0 0    
    ARTWORK 2005-07-01 5,900   NC 0 % 0 0    
    ARTWORK 2005-07-01 1,203   NC 0 % 0 0    
    ARTWORK 2005-07-01 1,204   NC 0 % 0 0    
    ARTWORK 2006-07-01 2,579   NC 0 % 0 0    
    ARTWORK 2006-07-01 1,100   NC 0 % 0 0    
    ARTWORK 2006-07-01 2,960   NC 0 % 0 0    
    ARTWORK 2006-07-01 3,150   NC 0 % 0 0    
    ARTWORK 2006-07-01 1,980   NC 0 % 0 0    
    ARTWORK 2006-07-01 1,992   NC 0 % 0 0    
    ARTWORK 2006-07-01 800   NC 0 % 0 0    
    ARTWORK 2007-07-01 2,110   NC 0 % 0 0    
    ARTWORK 2007-07-01 1,172   NC 0 % 0 0    
    ARTWORK 2007-07-01 510   NC 0 % 0 0    
    ARTWORK 2007-07-01 3,960   NC 0 % 0 0    
    ARTWORK 2007-07-01 1,600   NC 0 % 0 0    
    ARTWORK 2007-07-01 950   NC 0 % 0 0    
    ARTWORK 2007-07-01 2,700   NC 0 % 0 0    
    ARTWORK 2007-07-01 985   NC 0 % 0 0    
    ARTWORK 2001-07-01 3,500   NC 0 % 0 0    
    ARTWORK 2007-07-01 310   NC 0 % 0 0    
    ARTWORK 2007-07-01 1,500   NC 0 % 0 0    
    ARTWORK 2008-07-01 2,083   NC 0 % 0 0    
    ARTWORK 2008-07-01 936   NC 0 % 0 0    
    ARTWORK 2009-07-01 1,300   NC 0 % 0 0    
    ARTWORK 2011-07-01 1,169   NC 0 % 0 0    
    ARTWORK 2011-07-01 2,751   NC 0 % 0 0    
    ARTWORK 2012-07-01 1,080   NC 0 % 0 0    
    ARTWORK 2012-07-01 2,430   NC 0 % 0 0    
    ARTWORK 2013-07-01 5,095   NC 0 % 0 0    
    ARTWORK 2013-07-01 827   NC 0 % 0 0    
    ARTWORK 2014-07-01 2,200   NC 0 % 0 0    
    ARTWORK 2014-07-01 950   NC 0 % 0 0    
    ARTWORK 2015-07-01 2,048   NC 0 % 0 0    
    ARTWORK 2007-07-01 1,750   NC 0 % 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2017-07-20 47,954 23,178 SL 5.000000000000 9,591 0    
    FURNITURE AND FIXTURES 2018-07-01 13,746 4,124 SL 5.000000000000 2,749 0    
    ARTWORK 2018-07-01 8,547   NC 0 % 0 0    
    COMPUTER EQUIPMENT 2020-07-01 9,759   SL 5.000000000000 1,202 0    

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    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    TAKE THE FIELD INC
          		270 LAFAYETTE STREET SUITE 1002
    NEW YORK,NY10012     		2020-01-10 25,000 IN SUPPORT OF THE CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. 25,000   7/12/21 2021-07-12 THE SALARY OF THE FIELD CONSULTANT, $21,000 AND INSURANCE PAYMENTS OF $4,000 WERE PAID, TOTALING $25,000.
    GREAT MOUNTAIN FOREST INC
          		200 CANAAN MOUNTAIN ROAD
    FALLS VILLAGE,CT06031     		2020-01-10 25,000 IN SUPPORT OF INTERN PROGRAM AND GENERAL SUPPORT. 25,000   12/09/20 2020-12-09 INTERN SALARIES, $11,179 - FOR GENERAL FORESTRY, ESTABLISHING PLOTS OF RED SPRUCE AND MOOSE OBSERVATIONS; INTERN EQUIPMENT, $432; AND GREAT MOUNTAIN FOREST STAFF SALARIES, $16,919 - FOR ENVIRONMENTAL ORGANIZATION MANAGEMENT AND WORK ON GOVERNOR LAMONT'S COUNCIL ON CLIMATE CHANGE.

    TY 2020 GeneralExplanationAttachment
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Identifier Return Reference Explanation
    ADDITIONAL INFORMATION FORM 990-PF, PART VIII, SECTION 1 INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS.MS. FRANKLIN IS AN EMPLOYEE OF SIMPSON THACHER & BARTLETT LLP WHICH IS COMPENSATED AS LEGAL COUSEL TO THE FOUNDATION.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Name of Stock End of Year Book Value End of Year Fair Market Value
    US TRUST SELECT EQUITIES LP 5,202,624 5,202,624
    US TRUST SOLARIS FUNDS 12,872,966 12,872,966

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEG PARTNERS OFFSHORE LTD. FMV 1,857,022 1,857,022
    LEEDS EQUITY PARTNERS IV LP FMV 1,673 1,673
    BRUCKMAN, ROSSER, SHERRILL & CO II LP FMV 248,312 248,312
    AG REALTY FUND VIII LP FMV 426,790 426,790

    TY 2020 LandEtcSchedule2
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNISHINGS & EQUIPMENT 27,406 27,406 0  
    OFFICE FURNISHINGS & EQUIPMENT 10,218 10,218 0  
    OFFICE FURNISHINGS & EQUIPMENT 16,746 16,746 0  
    OFFICE FURNISHINGS & EQUIPMENT 1,093 1,093 0  
    OFFICE FURNISHINGS & EQUIPMENT 11,153 11,153 0  
    OFFICE FURNISHINGS & EQUIPMENT 5,385 5,385 0  
    OFFICE FURNISHINGS & EQUIPMENT 9,523 9,523 0  
    ARTWORK 2,000 0 2,000  
    ARTWORK 20,000 0 20,000  
    FULLY DEPRECIATED ASSETS TO TIE TO BOOKS 4,500 4,500 0  
    ARTWORK 7,800 0 7,800  
    ARTWORK 7,298 0 7,298  
    ARTWORK 2,000 0 2,000  
    ARTWORK 4,900 0 4,900  
    ARTWORK 800 0 800  
    ARTWORK 2,300 0 2,300  
    ARTWORK 4,500 0 4,500  
    ARTWORK 1,775 0 1,775  
    ARTWORK 1,500 0 1,500  
    ARTWORK 2,500 0 2,500  
    ARTWORK 4,675 0 4,675  
    ARTWORK 1,353 0 1,353  
    ARTWORK 5,900 0 5,900  
    ARTWORK 1,203 0 1,203  
    ARTWORK 1,204 0 1,204  
    ARTWORK 2,579 0 2,579  
    ARTWORK 1,100 0 1,100  
    ARTWORK 2,960 0 2,960  
    ARTWORK 3,150 0 3,150  
    ARTWORK 1,980 0 1,980  
    ARTWORK 1,992 0 1,992  
    ARTWORK 800 0 800  
    ARTWORK 2,110 0 2,110  
    ARTWORK 1,172 0 1,172  
    ARTWORK 510 0 510  
    ARTWORK 3,960 0 3,960  
    ARTWORK 1,600 0 1,600  
    ARTWORK 950 0 950  
    ARTWORK 2,700 0 2,700  
    ARTWORK 985 0 985  
    ARTWORK 3,500 0 3,500  
    ARTWORK 310 0 310  
    ARTWORK 1,500 0 1,500  
    ARTWORK 2,083 0 2,083  
    ARTWORK 936 0 936  
    ARTWORK 1,300 0 1,300  
    ARTWORK 1,169 0 1,169  
    ARTWORK 2,751 0 2,751  
    ARTWORK 1,080 0 1,080  
    ARTWORK 2,430 0 2,430  
    ARTWORK 5,095 0 5,095  
    ARTWORK 827 0 827  
    ARTWORK 2,200 0 2,200  
    ARTWORK 950 0 950  
    ARTWORK 2,048 0 2,048  
    ARTWORK 1,750 0 1,750  
    OFFICE FURNISHINGS & EQUIPMENT 47,954 32,769 15,185  
    FURNITURE AND FIXTURES 13,746 6,873 6,873  
    ARTWORK 8,547 0 8,547  
    COMPUTER EQUIPMENT 9,759 1,202 8,557  


    TY 2020 LegalFeesSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 48,239 12,060   36,179


    TY 2020 OtherAssetsSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 29,654 29,654 29,654
    PREPAID TAXES 12,963 6,211 6,211


    TY 2020 OtherDecreasesSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Description Amount
    REPORTING TIMING DIFFERENCE BOOK VERSUS TAX 20,947


    TY 2020 OtherExpensesSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 1,152 0   1,152
    NYS CHARITY FILING FEES 750 0   750
    EXPENSES PAID ON BEHALF OF GRANTEES 6,783 0   6,783
    REIMBURSABLE CONSULTING EXPENSES 2,859 715   2,144
    INSURANCE 9,617 4,809   4,809
    OFFICE OPERATING EXPENSES 22,330 11,165   11,165


    TY 2020 OtherIncomeSchedule2
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AG REALTY FUND VIII LP -1,775 -1,775 -1,775
    SEMPER VIC PARTNERS (QP) LP 1,953 1,953 1,953
    SEG PARTNERS LP 172 172 172
    AG REALTY FUND VIII LP 110,078 0 110,078
    AG REALTY FUND VIII LP 7,931   7,931
    AG REALTY FUND VIII LP -10,110   -10,110


    TY 2020 OtherIncreasesSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Description Amount
    NET UNREALIZED GAIN 2,723,867
    DEFERRED EXCISE TAX 24,998


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX 184,082 159,084


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 102,857 8,045   94,812
    CUSTODY & REPORTING FEES 12,559 12,559   0
    INVESTMENT MANAGEMENT 128,245 126,335   0


    TY 2020 TaxesSchedule
    Name:
    THE WILLIAM AND MARY GREVE FOUNDATION
     
    INC
    EIN:
    13-6020724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 3,442 3,442   0
    EXCISE TAX ON INVESTMENT INCOME 7,648 0   0
    UNRELATED BUSINESS INCOME TAX EXPENSE 10,869 0   0