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

66-6012547
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$24,406,083J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,521 1,521  
4 Dividends and interest from securities... 428,079 428,079  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 300,023
b Gross sales price for all assets on line 6a 4,832,225
7 Capital gain net income (from Part IV, line 2)... 287,931
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 -50,001 -49,770  
12 Total. Add lines 1 through 11........ 679,622 667,761  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,500     40,500
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 88,437 88,437    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,458 7,464    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,546     9,546
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 66,080 9,645   56,356
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 219,021 105,546   106,402
25 Contributions, gifts, grants paid....... 1,870,500 1,870,500
26 Total expenses and disbursements. Add lines 24 and 25 2,089,521 105,546   1,976,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,409,899
b Net investment income (if negative, enter -0-) 562,215
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,322,572 1,415,672 1,415,672
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) 570,154 Click to see attachment570,154 619,261
b Investments—corporate stock (attach schedule)....... 10,075,003 Click to see attachment9,227,491 15,524,717
c Investments—corporate bonds (attach schedule)....... 3,583,824 Click to see attachment2,733,170 2,892,619
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,143,034 Click to see attachment2,688,201 3,953,814
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) 17,694,587 16,634,688 24,406,083
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 17,694,587 16,634,688
29 Total net assets or fund balances (see instructions)..... 17,694,587 16,634,688
30 Total liabilities and net assets/fund balances (see instructions). 17,694,587 16,634,688
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
17,694,587
2
Enter amount from Part I, line 27a .....................
2
-1,409,899
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
350,000
4
Add lines 1, 2, and 3 ..........................
4
16,634,688
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,634,688
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      
b Passthrough K1 Capital Gain/(Loss)      
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 4,832,225   4,695,831 136,394
b       151,537
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       136,394
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 2 287,931
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 7,815
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,815
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,815
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,256
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,256
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,441
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6,441 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
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)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Susan K Edwards Sec, Trustee
    2.0     		9,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Donald Kimelman Trustee, Pres
    4.0     		22,500 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John D Kimelman Treas, Trustee
    2.0     		9,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Oppenheimer & Co Inc Investment Mgmt 88,437
    85 Broad Street
    NEW YORK,NY10004
    Foundation Source Administrative 56,356
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    17,655,701
    b
    Average of monthly cash balances.......................
    1b
    1,375,920
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,887,508
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,919,129
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    22,919,129
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    343,787
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,575,342
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,128,767
    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
    1,128,767
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,815
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,815
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,120,952
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,120,952
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,120,952
    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
    1,976,902
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,976,902
    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
    1,976,902
    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 1,120,952
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 506,937
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,976,902
    a Applied to 2019, but not more than line 2a 506,937
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 1,120,952
    e Remaining amount distributed out of corpus 349,013
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 349,013
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		349,013
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 349,013
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A BETTER BALANCE
    40 WORTH ST 10TH FL
    NEW YORK,NY10013     		N/A PC General & Unrestricted 2,000
    A BROADER WAY FOUNDATION
    CO BGCO 420 LEXINGTON AVE NO 2
    NEW YORK,NY10170     		N/A PC General & Unrestricted 2,500
    ACADEMY OF MUSIC OF PHILADELPHIA INC
    ONE S BROAD ST 14TH FL
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 1,000
    ADORER MISSIONARY SISTERS OF THE POOR
    PO BOX 19895
    WEST PALM BCH,FL33416     		N/A PC General & Unrestricted 1,000
    ALBANY MEDICAL CENTER
    71 PROSPECT AVE
    HUDSON,NY12534     		N/A SO II The COVID-19 Defense fund 5,000
    ALBANY MEDICAL CENTER
    47 NEW SCOTLAND AVE MC116
    ALBANY,NY12208     		N/A PC Special Covid-19 Response fund 10,000
    ALBANY MEDICAL CENTER
    47 NEW SCOTLAND AVE MC116
    ALBANY,NY12208     		N/A PC Trauma Education Fund 5,000
    ALI FORNEY CENTER
    224 W 35TH ST STE 1102
    NEW YORK,NY10001     		N/A PC General & Unrestricted 20,000
    AMBER CHARTER SCHOOL
    220 E 106TH ST
    NEW YORK,NY10029     		N/A PC General & Unrestricted 8,000
    AMERICA-ITALY SOCIETY OF PHILADELPHIA
    230 S BROAD ST STE 1105
    PHILADELPHIA,PA19102     		N/A PC General & Unrestricted 1,000
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO
    424 E 92ND ST
    NEW YORK,NY10128     		N/A PC General & Unrestricted 10,000
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO
    424 E 92ND ST
    NEW YORK,NY10128     		N/A PC Emergency Covid 19 fund (ASPCA Relief & Recovery Initiative) 10,000
    ARTS MID-HUDSON INC
    696 DUTCHESS TPKE STE F
    POUGHKEEPSIE,NY12603     		N/A PC Charitable Event 1,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY12504     		N/A PC general support, cultural programming fund at the fisher center for the performing arts 20,000
    BARTLETT ARBORETUM ASSOCIATION INC
    151 BROOKDALE RD
    STAMFORD,CT06903     		N/A PC General & Unrestricted 1,000
    BENCHMARK SCHOOL
    2107 N PROVIDENCE RD
    MEDIA,PA19063     		N/A PC General & Unrestricted 1,000
    BERKSHIRE NATURAL RESOURCES
    20 BANK ROW
    PITTSFIELD,MA01201     		N/A PC General & Unrestricted 1,000
    BONE MARROW AND CANCER FOUNDATION INC
    515 MADISON AVE STE 1130
    NEW YORK,NY10022     		N/A PC General & Unrestricted 25,000
    BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC
    800 NORTHPOINT PKWY SU
    WEST PALM BEACH,FL33407     		N/A PC to feed kids who are hungry due to COVID program 5,000
    BROAD STREET MINISTRY
    315 S BROAD ST
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 5,000
    BROAD STREET MINISTRY
    315 S BROAD ST
    PHILADELPHIA,PA19107     		N/A PC Step Up to the Plate program 10,000
    BROADWAY CARES-EQUITY FIGHTS AIDS INC
    165 W 46TH ST STE 1300
    NEW YORK,NY10036     		N/A PC Food Service and Meal Delivery program 15,000
    BROADWAY FOR ALL
    25 BROADWAY
    NEW YORK,NY10004     		N/A PC General & Unrestricted 3,000
    CATSKILL MOUNTAINKEEPER INC
    PO BOX 1000
    LIVINGSTON MANOR,NY12758     		N/A PC General & Unrestricted 5,000
    CENTER CITY DISTRICT FOUNDATION
    660 CHESTNUT ST
    PHILADELPHIA,PA19106     		N/A PC graffiti removal and homeless outreach programs 5,000
    CENTER FOR PUBLIC INTEGRITY
    910 17TH ST NW 7TH FL
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 15,000
    CENTER OF COMPASSION INC
    PO BOX 665
    DOVER PLAINS,NY12522     		N/A PC General & Unrestricted 5,000
    CHILD ABUSE PREVENTION CENTER INC
    35 VAN WAGNER RD
    POUGHKEEPSIE,NY12603     		N/A PC General & Unrestricted 15,000
    CHILDFUND INTERNATIONAL INC
    2821 EMERYWOOD PKWY
    RICHMOND,VA23294     		N/A PC General & Unrestricted 2,000
    CHRISTIAN HERALD ASSN INC - THE BOWERY MISSION
    PO BOX 2000 THE MURRAY HILL STA
    NEW YORK,NY10156     		N/A PC General & Unrestricted 2,000
    CLARK UNIVERSITY
    950 MAIN ST
    WORCESTER,MA01610     		N/A PC General & Unrestricted 5,000
    COLUMBIA - GREENE COMMUNITY FOUNDAT ION INC
    4400 RTE 23
    HUDSON,NY12534     		N/A PC low-income students fund to help them with pay for the cost of technology, transportation, or the greatest needs 20,000
    COLUMBIA ECONOMIC DEVELOPMENT CORPORATION
    1 HUDSON CITY CTR STE 301
    HUDSON,NY12534     		N/A PC Columbia County Students Connect grant program 5,000
    COLUMBIA OPPORTUNITIES INC
    540 COLUMBIA ST
    HUDSON,NY12534     		N/A PC General & Unrestricted 15,000
    COMMITTEE TO PROTECT JOURNALISTS INC
    509 W 38TH ST 5TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 2,000
    COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
    80 WASHINGTON ST STE 201
    POUGHKEEPSIE,NY12601     		N/A PC General & Unrestricted 10,000
    COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
    80 WASHINGTON ST STE 201
    POUGHKEEPSIE,NY12601     		N/A PC Dutchess Responds Fund 20,000
    CONGREGATION CHABAD DUTCHESS INC
    102 MONTGOMERY ST
    RHINEBECK,NY12572     		N/A PC General & Unrestricted 1,000
    CONGREGATION RODEPH SHOLOM
    7 W 83RD ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 5,000
    COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND AR
    30 COOPER SQ 2ND FL
    NEW YORK,NY10003     		N/A PC General & Unrestricted 5,000
    CULTURAL COUNCIL OF PALM BEACH COUNTY INC
    601 LAKE AVE
    LAKE WORTH,FL33460     		N/A PC General & Unrestricted 2,000
    DUO DUO ANIMAL WELFARE PROJECT INC
    1030 E EL CAMINO REAL STE 302
    SUNNYVALE,CA94087     		N/A PC General & Unrestricted 5,000
    DUTCHESS COUNTY SPCA INC
    636 VIOLET AVE
    HYDE PARK,NY12538     		N/A PC General & Unrestricted 1,000
    DUTCHESS LAND CONSERVANCY INC
    PO BOX 138
    MILLBROOK,NY12545     		N/A PC General & Unrestricted 1,000
    DWIGHT-ENGLEWOOD SCHOOL
    315 E PALISADE AVE
    ENGLEWOOD,NJ07631     		N/A PC the school's discretionary fund, the school's annual fund 20,000
    EDITH WHARTON RESTORATION INC
    PO BOX 974
    LENOX,MA01240     		N/A PC General & Unrestricted 1,000
    EDUCATION LAW CENTER - PA
    1800 JFK BLVD STE 1900A
    PHILADELPHIA,PA19103     		N/A PC General & Unrestricted 1,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 2,000
    FAIRVIEW HOSPITAL
    29 LEWIS AVE
    GREAT BARRINGTON,MA01230     		N/A PC Fairview Hospital Annual Fund 5,000
    FAMILY OF WOODSTOCK INC
    PO BOX 3516
    KINGSTON,NY12402     		N/A PC General & Unrestricted 5,000
    FOR PETES SAKE CANCER RESPITE FOUNDATION
    620 W GERMANTOWN PIKE STE 250
    PLYMOUTH MTNG,PA19462     		N/A PC General & Unrestricted 2,500
    FORWARD ASSOC INC
    125 MAIDEN LN 8TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 30,000
    FRIENDS OF SIVANANDA ASHRAM YOGA IN THE CARIBBEAN
    PO BOX N7550
    NASSAU,PARADISE ISLAND  
    BF     		N/A PC General & Unrestricted 10,000
    GLYNWOOD CENTER INC
    RTE 301
    COLD SPRINGS,NY10516     		N/A PC General & Unrestricted 3,500
    GRACE SMITH HOUSE INC
    PO BOX 5205
    POUGHKEEPSIE,NY12602     		N/A PC General & Unrestricted 15,000
    GROUNDTRUTH PROJECT INC
    10 GUEST ST
    BOSTON,MA02135     		N/A PC Report for America Initiative 50,000
    GROUNDTRUTH PROJECT INC
    10 GUEST ST
    BOSTON,MA02135     		N/A PC Mountain State Spotlight program 15,000
    HALDANE SCHOOL FOUNDATION INC
    PO BOX 364
    COLD SPRING,NY10516     		N/A PC General & Unrestricted 3,000
    HARLEM VALLEY RAIL TRAIL ASSOCIATION INC
    PO BOX 356
    MILLERTON,NY12546     		N/A PC the Rt. 22 crossing construction fund 10,000
    HAWTHORNE VALLEY ASSOCIATION INC
    327 RTE 21C
    GHENT,NY12075     		N/A PC Mobile Market Initiative, also known as the Rolling grocer 2,000
    HEBREW CONGREGATION OF ST THOMAS INC
    PO BOX 266
    ST THOMAS,VI00804     		N/A PC cemetery improvement project 10,000
    HELO INCORPORATED
    PO BOX 290407
    WETHERSFIELD,CT06129     		N/A PC General & Unrestricted 3,500
    HELP ANIMALS INDIA
    19215 32ND AVE NE
    LK FOREST PK,WA98155     		N/A PC General & Unrestricted 14,000
    HERE EDUCATION AND SUPPORT FUND
    275 7TH AVE
    NEW YORK,NY10001     		N/A PC General & Unrestricted 2,000
    HEVREH OF SOUTHERN BERKSHIRE INC
    270 STATE RD
    GREAT BARRINGTON,MA01230     		N/A PC General & Unrestricted 1,000
    HIGHLANDS CURRENT INC
    142 MAIN ST
    COLD SPRING,NY10516     		N/A PC General & Unrestricted 2,500
    HILLSDALE ECONOMIC AND COMMUNITY DEVELOPMENT CORPO
    PO BOX 305
    HILLSDALE,NY12529     		N/A PC General & Unrestricted 10,000
    HILLSDALE FIRE COMPANY NO 1 INC
    PO BOX 328
    HILLSDALE,NY12529     		N/A PC General & Unrestricted 2,000
    HORIZONS GREATER WASHINGTON INC
    3000 CATHEDRAL AVE NW
    WASHINGTON,DC20008     		N/A PC General & Unrestricted 2,000
    HUDSON RIVER HOUSING
    313 MILL ST
    POUGHKEEPSIE,NY12601     		N/A PC wiring the Lodge project 20,000
    HUMANE SOCIETY FOR SEATTLE-KING CO
    13212 SE EASTGATE WAY
    BELLEVUE,WA98005     		N/A PC General & Unrestricted 3,000
    HUMANE SOCIETY INTERNATIONAL
    1255 23RD ST NW STE 450
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 10,000
    HUMANE SOCIETY INTERNATIONAL
    1255 23RD ST NW STE 450
    WASHINGTON,DC20037     		N/A PC Covid 19 emergency fund 10,000
    HUMLA FUND
    PO BOX 327
    SPENCERTOWN,NY12165     		N/A PC General & Unrestricted 1,000
    ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029     		N/A PC Medical Education Scholarship Fund 3,000
    INSPIRICA INC
    141 FRANKLIN ST
    STAMFORD,CT06901     		N/A PC General & Unrestricted 1,000
    JACOB BURNS FILM CENTER INC
    405 MANVILLE RD 3RD FL
    PLEASANTVILLE,NY10570     		N/A PC General & Unrestricted 3,000
    JACOBS PILLOW DANCE FESTIVAL INC
    358 GEORGE CARTER RD
    BECKET,MA01223     		N/A PC General & Unrestricted 5,000
    JEWISH FEDERATION OF THE BERKSHIRES INC
    196 S ST
    PITTSFIELD,MA01201     		N/A PC General & Unrestricted 3,000
    JOHN BARTRAM ASSOCIATION
    54TH LINDBERGH BLVD
    PHILADELPHIA,PA19143     		N/A PC General & Unrestricted 1,000
    LIFT INC
    999 N CAPITOL ST NE STE 310
    WASHINGTON,DC20002     		N/A PC General & Unrestricted 25,000
    LILLY AWARDS FOUNDATION INC
    1501 BROADWAY STE 701
    NEW YORK,NY10036     		N/A PC Lorraine Hansberry Initiative 2,500
    MAHAIWE PERFORMING ARTS CENTER INC
    244 MAIN ST STE 3
    GT BARRINGTON,MA01230     		N/A PC General & Unrestricted 2,000
    MARET SCHOOL INC
    3000 CATHEDRAL AVE NW
    WASHINGTON,DC20008     		N/A PC General & Unrestricted 5,000
    MARSHALL PROJECT INC
    156 W 56TH ST STE 701
    NEW YORK,NY10019     		N/A PC General & Unrestricted 50,000
    MASS DESIGN GROUP
    334 BOYLSTON ST STE 400
    BOSTON,MA02116     		N/A PC to establish an operating reserve fund 100,000
    MASTERY CHARTER SCHOOLS FOUNDATION
    5700 WAYNE AVE
    PHILADELPHIA,PA19144     		N/A PC COVID-19 response efforts fund 10,000
    MENTAL HEALTH ASSOCIATION OF COLUMBIA-GREENE COUNT
    713 UNION ST
    HUDSON,NY12534     		N/A PC Reach Center and the Child Advocacy Center 10,000
    NATIONAL PUBLIC RADIO INC
    PO BOX 791490
    BALTIMORE,MD21279     		N/A PC reporting from bureaus around the globe by the International desk project 75,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 W 20TH ST 11TH FL
    NEW YORK,NY10011     		N/A PC General & Unrestricted 1,000
    NEW YORK COUNCIL OF NONPROFITS INC
    272 BROADWAY
    ALBANY,NY12204     		N/A PC Columbia County Capacity Building Fund 10,000
    NEW YORK SHAKESPEARE FESTIVAL
    425 LAFAYETTE ST
    NEW YORK,NY10003     		N/A PC General & Unrestricted 5,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST 3RD FL
    EVANSTON,IL60208     		N/A PC Medill Annual Fund 3,000
    NORTON MUSEUM OF ART INC
    1450 S DIXIE HWY
    WEST PALM BCH,FL33401     		N/A PC General & Unrestricted 10,000
    NUBIAN DIRECTIONS II INC
    248 MAIN ST
    POUGHKEEPSIE,NY12601     		N/A PC wireless internet project in Poughkeepsie's Northside 10,000
    NUEVALIFE
    14951 ROYAL OAKS LN
    NORTH MIAMI,FL33181     		N/A PC General & Unrestricted 5,000
    OMEGA INSTITUTE FOR HOLISTIC STUDIES INC
    150 LAKE DR
    RHINEBECK,NY12572     		N/A PC Arts Omega program 25,000
    OMEGA INSTITUTE FOR HOLISTIC STUDIES INC
    150 LAKE DR
    RHINEBECK,NY12572     		N/A PC Covid reopening fund 50,000
    OMEGA INSTITUTE FOR HOLISTIC STUDIES INC
    150 LAKE DR
    RHINEBECK,NY12572     		N/A PC COVID-19 lost income fund 40,000
    OMEGA INSTITUTE FOR HOLISTIC STUDIES INC
    150 LAKE DR
    RHINEBECK,NY12572     		N/A PC Women's Leadership Center 25,000
    OPERA PHILADELPHIA
    1420 LOCUST ST STE 210
    PHILADELPHIA,PA19102     		N/A PC General & Unrestricted 45,000
    OURBRAINBANK INC
    105 STERLING PL
    BROOKLYN,NY11217     		N/A PC General & Unrestricted 1,000
    PANCREATIC CANCER ACTION NETWORK INC
    1500 ROSECRANS AVE STE 200
    MANHATTAN BCH,CA90266     		N/A PC General & Unrestricted 2,500
    PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC
    501 FRONT ST
    NORFOLK,VA23510     		N/A PC General & Unrestricted 2,000
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148     		N/A PC Coronavirus emergency relief fund 1,000
    PHILADELPHIA CITIZEN
    2400 MARKET ST OFFSITE STE 269
    PHILADELPHIA,PA19103     		N/A PC General & Unrestricted 1,000
    PHILADELPHIA CLEF CLUB OF THE PERFORMING ARTS INC
    736 S BROAD ST 38
    PHILADELPHIA,PA19146     		N/A PC Jazz Band Concerts fund featuring the jazz band led by Lou Cioci 2,500
    PHILADELPHIA ENVIRONMENTAL FILM FESTIVAL
    7201 SHERMAN ST
    PHILADELPHIA,PA19119     		N/A PC General & Unrestricted 7,500
    PHILADELPHIA FOUNDATION
    1835 MARKET ST STE 2410
    PHILADELPHIA,PA19103     		N/A PC PHL Covid-19 Fund 20,000
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101     		N/A PC General & Unrestricted 20,000
    PHILADELPHIA ORCHESTRA ASSOCIATION
    1 S BROAD ST 14TH FL
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 30,000
    PHILIPSTOWN BEHAVIORAL HEALTH HUB INC
    PO BOX 317
    COLD SPRING,NY10516     		N/A PC General & Unrestricted 2,000
    PLANNED PARENTHOOD OF GREATER NEW YORK INC
    26 BLEECKER ST
    NEW YORK,NY10012     		N/A PC A new autoclave fund and to purchase new furniture and fixtures at the poughkeepsie clinic 15,000
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		N/A PC General & Unrestricted 100,000
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		N/A PC electoral process investigative reporting support fund 50,000
    PROJECT HOME
    1515 FAIRMOUNT AVE
    PHILADELPHIA,PA19130     		N/A PC Hub of Hope program and related services fund for people living on the streets of philadelphia 5,000
    PUBLIC BROADCASTING SERVICE
    2100 CRYSTAL DR
    ARLINGTON,VA22202     		N/A PC General & Unrestricted 1,000
    PULITZER CENTER ON CRISIS REPORTING
    1779 MASSACHUSETTS AVE
    WASHINGTON,DC20036     		N/A PC financial support fund to news organizations and journalists pursuing important international stories 25,000
    RELIEF INTERNATIONAL INC
    1101 14TH ST NW STE 1100
    WASHINGTON,DC20005     		N/A PC to purchase emergency pharmaceuticals from preferred suppliers that meet international quality standards 50,000
    ROE JAN FOOD PANTRY INC
    PO BOX 475
    HILLSDALE,NY12529     		N/A PC General & Unrestricted 3,000
    SAMUEL S FLEISHER ART MEMORIAL INC
    PO BOX 7646
    PHILADELPHIA,PA19101     		N/A PC General & Unrestricted 15,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY E STE 400
    FAIRFIELD,CT06825     		N/A PC the Emergency Health Unit 62,500
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY E STE 400
    FAIRFIELD,CT06825     		N/A PC the Emergency Health Unit 50,000
    SCHOLARSHIP AMERICA
    1010 RUNYAN DR
    LOCKPORT,IL60441     		N/A PC Dollars for Scholars fund at Taconic Hills High School in Columbia County, NY 5,000
    SHOULDER TO SHOULDER
    1430 APPALOOSA TRL
    EAGAN,MN55122     		N/A PC Ilula Hospital in Tanzania 3,500
    SOME INC
    71 O ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 2,000
    SOULSVILLE
    926 E MCLEMORE AVE
    MEMPHIS,TN38106     		N/A PC General & Unrestricted 1,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 1,000
    THE ARMORY ART CENTER INC
    811 PARK PL
    WEST PALM BCH,FL33401     		N/A PC COVID-19 lost income fund 10,000
    THE ART EFFECT OF THE HUDSON VALLEY INC
    45 PERSHING AVE
    POUGHKEEPSIE,NY12601     		N/A PC General & Unrestricted 15,000
    THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    800 N MAIN ST
    SHEFFIELD,MA01257     		N/A PC General & Unrestricted 10,000
    THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    800 N MAIN ST
    SHEFFIELD,MA01257     		N/A PC A special COVID-19 fund to benefit small-business owners 10,000
    THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    800 N MAIN ST
    SHEFFIELD,MA01257     		N/A PC Covid-19 Emergency Response Fund for Columbia County 20,000
    THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    800 N MAIN ST
    SHEFFIELD,MA01257     		N/A PC Fund for Columbia County 10,000
    THE BORGEN PROJECT
    2661 N PEARL ST PMB 442
    TACOMA,WA98407     		N/A PC General & Unrestricted 3,000
    THE TREVOR PROJECT INC
    PO BOX 69232
    WEST HOLLYWOOD,CA90069     		N/A PC General & Unrestricted 3,000
    THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS
    2245 S MICHIGAN AVE
    CHICAGO,IL60616     		N/A PC General & Unrestricted 3,000
    THEATRE OF THE EMERGING AMERICAN MOMENT
    138 S OXFORD ST STE 4C
    BROOKLYN,NY11217     		N/A PC General & Unrestricted 3,000
    TPF SPECIAL ASSETS FUND
    1835 MARKET ST STE 2410
    PHILADELPHIA,PA19103     		N/A SO I The Lenfest Institute for Journalism, to support investigative reporting at The Philadelphia Inquirer 50,000
    TRARON CENTER
    700 PENNSYLVANIA AVE SE 2ND FLOO
    WASHINGTON,DC20003     		N/A PC General & Unrestricted 1,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024     		N/A PC General & Unrestricted 10,000
    UPPER HUDSON PLANNED PARENTHOOD INC
    855 CENTRAL AVE
    ALBANY,NY12206     		N/A PC special programs, marketing to the community and other operating needs of the Hudson clinic 25,000
    UPPER VALLEY STEWARDSHIP CENTER - MOUNTAIN VALLEY
    703 RIVER RD
    PLAINFIELD,NH03781     		N/A PC Don Vardell Scholarship Fund 2,000
    V-DAY
    4104 24TH ST 4515
    SAN FRANCISCO,CA94114     		N/A PC General & Unrestricted 5,000
    VILLAGE HALLOWEEN PARADE INC
    118 LA BERGERIE LN
    RED HOOK,NY12571     		N/A PC Charitable Event 1,000
    VOLUNTEERS OF AMERICA INC
    135 W 50TH ST
    NEW YORK,NY10020     		N/A PC Operation Backpack program of The Greater New York Volunteers of america 5,000
    WAMC
    318 CENTRAL AVE
    ALBANY,NY12206     		N/A PC General & Unrestricted 5,000
    WEST SIDE CENTER FOR COMMUNITY LIFE INC
    263 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 3,000
    WHYY INC
    PO BOX 900
    GREENCASTLE,PA17222     		N/A PC local reporting by WHYY staff fund 5,000
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 1,000
    WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLI
    3000 W SCHOOL HOUSE LN
    PHILADELPHIA,PA19144     		N/A PC General & Unrestricted 1,000
    WILMA THEATER INC
    265 S BROAD ST
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 15,000
    WOODSTOCK ARTISTS ASSOCIATION INC
    28 TINKER ST
    WOODSTOCK,NY12498     		N/A PC General & Unrestricted 10,000
    WOODSTOCK ARTISTS ASSOCIATION INC
    28 TINKER ST
    WOODSTOCK,NY12498     		N/A PC COVID 19 lost income fund 5,000
    WOODSTOCK ARTISTS ASSOCIATION INC
    28 TINKER ST
    WOODSTOCK,NY12498     		N/A PC coronavirus lost revenue replacement fund 20,000
    WORKER JUSTICE CENTER OF NEW YORK INC
    1187 CULVER RD
    ROCHESTER,NY14609     		N/A PC legal services fund and other forms of support to farm workers in the Hudson Valley 20,000
    YOUNG SCHOLARS CHARTER SCHOOL INC
    900 N MARSHALL ST
    PHILADELPHIA,PA19123     		N/A PC General & Unrestricted 1,000
    YOUTH AND FAMILY ALLIANCE
    3700 S 1ST ST
    AUSTIN,TX78704     		N/A PC General & Unrestricted 10,000
    YOUTH REPRESENT INC
    11 PARK PL STE 1512
    NEW YORK,NY10007     		N/A PC General & Unrestricted 10,000
    YOUTH SENTENCING & REENTRY PROJECT INC
    1528 WALNUT ST STE 515
    PHILADELPHIA,PA19102     		N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 1,870,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,521  
    4 Dividends and interest from securities....     14 428,079  
    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 ............     		525990 12,092 18 287,931  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -231 14 -25,614  
    bNET ANNUITY LOSS     14 -34,251  
    cINCOME FROM IRONWOOD MULTI-STRATEGY FUND       10,095  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 11,861 667,761  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    679,622
    (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

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

    TY 2020 DepreciationSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 GeneralExplanationAttachment
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Identifier Return Reference Explanation
    PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $287,931 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $12,092 TOTAL PART I, LINE 6A: $300,023 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $4,832,225 BOOK BASIS: $4,695,831 NET GAIN/(LOSS): $136,394 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $151,537

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AFLAC INC SR NT - 3.625% - 06/ 14,953 16,173
    AIG INC - 2.500% - 06/30/2025 26,779 26,875
    AIG INC - 4.872% - 06/01/2022 27,411 26,524
    ALEXANDRIA REAL ESTATE EQ INC 5,276 5,503
    AMERICAN EXPRESS CO NOTE - 2.5 12,034 12,381
    ANHEUSER BUSCH - 4.000% - 04/2 49,789 58,948
    AT&T INC - 2.300% - 06/01/2027 62,287 63,992
    AVALONBAY COMMUNITIES - 3.500% 50,477 56,230
    B AND G FOODS - 5.250% - 04/01 14,885 16,520
    BALL CORP - 4.000% - 11/15/202 4,806 5,325
    BANK AMER CORP - 3.500% - 04/1 38,940 45,333
    BANK OF AMERICA CORP - 2.503% 21,419 22,394
    BANK OF MONTREAL SER F - 1.850 15,494 15,747
    BP CAP MKTS P L C - 2.500% - 1 35,482 36,370
    CENTURYLINK INC - 5.625% - 04/ 16,490 18,339
    CHEVRON CORP - 3.191% - 06/24/ 76,707 79,592
    CIMAREX ENERGY CO - 4.375% - 0 21,684 22,689
    CITIGROUP INC - 3.400% - 05/01 23,341 24,763
    CITIGROUP INC NOTE - 2.700% - 39,670 41,601
    COMCAST CORP NOTE - 3.950% - 1 27,959 32,066
    CONCHO RES INC - 3.750% - 10/0 31,620 37,716
    CROWN AMERS LLC SER B - 4.750% 18,873 18,675
    DEERE JOHN CAP CORP BOND - 2.8 48,935 52,772
    DIGITAL RLTY TR INC - 3.700% - 34,700 34,481
    DISCOVERY COMMUNICATIONS LLC - 77,681 85,913
    DUKE ENERGY CAROLINAS - 2.950% 14,901 16,811
    DUKE ENERGY OHIO - 3.650% - 02 13,182 15,061
    ENERGY TRANSFER PARTNERS - 3.6 32,636 34,572
    ERP OPER LTD - 3.250% - 08/01/ 89,498 99,445
    FORD MOTOR COMPANY - 4.346% - 70,382 72,420
    GE CAP CORP - 3.100% - 01/09/2 10,568 10,512
    GENERAL ELECTRIC CO - 3.450% - 46,665 49,071
    GLP CAPITAL LP - 5.375% - 11/0 5,262 5,462
    GOLDMAN SACHS GROUP - 3.200% - 39,980 42,265
    GOLDMAN SACHS GROUP - 3.500% - 22,486 24,673
    GRAPHIC PACKAGING CORP COM STK 24,093 26,688
    HCP INC - 3.400% - 02/01/2025 21,025 23,198
    HOME DEPOT INC - 2.950% - 06/1 52,264 56,835
    HOME TR BK CLYDE - 4.000% - 08 110,694 106,356
    HUNTSMAN INTL LLC - 4.500% - 0 9,956 11,522
    INGLES MKTS INC - 5.750% - 06/ 2,026 2,020
    JP MORGAN CHASE - 3.125% - 01/ 48,209 54,763
    JPMORGAN CHASE &CO NOTE - 2.95 22,613 24,408
    KEURIG DR PEPPER INC - 2.550% 7,117 7,644
    KIMCO RLTY CORP NOTE CALL - 2. 11,042 13,086
    LAS VEGAS SANDS CORP - 3.200% 15,233 15,888
    LEVI STRAUSS &CO - 5.000% - 05 35,175 35,831
    LIBERTY MEDIA NOTE - 8.500% - 6,359 6,728
    LIMITED BRANDS INC - 6.950% - 4,837 5,189
    LOUISIANA PACIFIC CP - 4.875% 15,075 15,375
    MAGELLAN MIDSTREAM PRTNRS LP - 31,898 33,901
    MARRIOTT INTL INC - 4.150% - 1 49,918 54,020
    MASCO CORP - 4.450% - 04/01/20 5,041 5,740
    MATTEL - 3.150% - 03/15/2023 11,695 12,120
    MGM RESORTS INTERNATIONAL - 7. 4,365 4,260
    MORGAN STANLEY FR - 3.700% - 1 39,448 44,512
    MORGAN STANLEY MTN - 2.750% - 22,118 22,720
    MURPHY OIL CP HLDG - 5.625% - 15,568 15,863
    NOBLE ENERGY INC - 3.900% - 11 59,099 65,773
    NUSTAR LOGISTICS - 4.750% - 02 1,931 2,030
    OCCIDENTAL PETROLEUM - 2.700% 3,955 3,996
    OMNICOM GROUP INC - 2.450% - 0 8,969 9,565
    PACKAGING CORP AMER - 3.000% - 35,237 38,993
    PHILLIPS 66 - 4.300% - 04/01/2 37,153 36,654
    POLYONE CORP NOTE - 5.250% - 0 8,929 9,653
    QVC INC - 4.450% - 02/15/2025 7,592 8,542
    REPUBLIC SVCS INC - 2.300% - 0 50,258 52,831
    SOUTHWEST AIRLINES CO - 3.000% 42,721 47,983
    SPECTRUM BRANDS INC NOTE CALL 5,363 5,163
    STEARNS BK NA ST CLOUD MN CD - 99,999 100,360
    STEARNS BK NA ST CLOUD MN CD - 99,999 101,068
    TEMPUR SEALY - 5.500% - 06/15/ 5,910 6,244
    TENET HEALTHCARE CORP - 4.625% 10,809 11,275
    TOLL BROTHERS - 5.625% - 01/15 10,525 11,050
    TRANSCANADA PIPELINES - 3.750% 37,508 37,822
    TYSON FOODS INC SR NT - 3.950% 52,697 56,637
    U S BANCORP MTNS BK ENT - 3.00 25,447 25,772
    UNDER ARMOUR INC - 3.250% - 06 76,328 75,469
    UNITED RENTALS - 5.500% - 05/1 17,000 18,190
    WALGREENS BOOTS ALLIANCE - 3.8 73,973 78,246
    WASTE CONNECTIONS INC - 2.600% 30,057 32,291
    WASTE MGMT INC - 2.400% - 05/1 76,387 78,323
    WELLS FARGO & CO - 3.000% - 10 46,303 52,075
    WELLS FARGO NATL BK WEST LAS V 100,000 100,733

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2U INC 17,270 11,923
    3M CO 6,754 7,166
    ABB LTD 12,714 17,419
    ACCENTURE PLC 7,864 8,881
    ADIDAS AG 5,577 6,771
    ADYEN N.V. 7,609 11,693
    AES CORP 19,934 27,237
    AFFILIATED MANAGERS GROUP 23,117 36,307
    AIA GROUP LTD ADR 10,890 12,823
    AIRBUS GROUP 1,863 1,912
    ALCON INC 4,392 4,553
    ALFA LAVAL AB 1,814 1,980
    ALIBABA GROUP HOLDING LTD 2,426 2,095
    ALLIANZ SE 13,307 20,435
    ALPHABET INC CL A 24,525 38,558
    ALPHABET INC CL C 7,723 19,271
    AMADEUS IT HLDS SA 3,696 3,982
    AMAZON COM 18,765 65,139
    AMBEV SA 2,434 2,044
    AMEDISYS INC - COMMON STOCK 18,554 46,933
    AMER INTERNATIONAL GROUP INC 13,734 15,258
    ANALOG DEVICES INC 23,635 41,660
    ANSYS INC 12,417 45,839
    APPLE INC 14,290 16,984
    APPLIED MATERIALS INC 16,922 22,265
    ASE TECHNOLOGY HOLDINGS CO LTD 13,041 15,120
    ASML HOLDING NV NY REG SHS 4,233 4,877
    ATLAS COPCO AB A SHS ADR 6,286 7,764
    ATLASSIAN CORP PLC 1,864 2,105
    BAE SYSTEMS PLC 16,764 17,267
    BANCO BILBAO ARG SA 3,731 2,766
    BANCO ITAU HOLDING FINANCIERA 3,008 2,838
    BANK OF AMERICA CORP 15,620 25,188
    BARON EMERGING MARKETS FUND 215,492 292,760
    BARRICK GOLD CORPORATION 31,532 27,632
    BAXTER INTERNATIONAL INC 23,505 22,547
    BCE INC 14,181 14,595
    BECTON DICKINSON & CO 5,141 5,004
    BERKSHIRE HATHAWAY INC. CLASS 33,953 57,736
    BIOGEN INC 12,935 10,774
    BLACKLINE INC 18,472 51,218
    BNP PARIBAS SPONS ADR 16,927 20,543
    BRISTOL-MYERS SQUIBB CO 27,396 26,549
    BRITISH AMERICAN TOBACCO PLC 19,029 18,183
    BRITVIC ADR 8,288 10,383
    BURBERRY GROUP PLC 2,245 2,505
    C H ROBINSON WORLDWIDE INC 15,803 15,395
    CANADIAN NATL RAILWAY CO 1,395 1,758
    CELLNEX TELECOM ADR 1,355 1,372
    CENTENE CORP 17,018 17,649
    CENTURY LINK INC D/B/A LUMEN T 28,685 22,454
    CHECK POINT SOFTWARE TECHNOLOG 3,232 4,120
    CHEMED CORP 11,785 37,283
    CHEMICAL AND MINING CO OF CHIL 1,149 1,227
    CHEVRON CORP 31,421 39,860
    CHUGAI PHARMACEUTICAL CO., LTD 2,187 3,910
    CIGNA CORPORATION 22,317 24,982
    CISCO SYSTEMS INC 42,065 43,676
    CITIGROUP INC 53,205 65,976
    CLOROX CO 213,750 403,840
    COGNIZANT TECHNOLOGY SOLUTIONS 9,901 12,047
    COMPAGNIE DE SAINT G 13,531 12,915
    CORNING INC 17,023 18,756
    COSTAR GROUP, INC 17,356 76,715
    CSX CORP 13,214 15,881
    DANAHER CORP 26,601 43,317
    DASSAULT SYS SA SPN ADR 4,426 5,703
    DBS GROUP HLDGS SPON ADR 4,818 4,487
    DEUTSCHE POST AG 11,762 12,659
    DEUTSCHE TELE AG ADS 14,351 15,109
    DIAGEO PLC ADS 5,754 8,099
    ECOLAB INC 24,410 44,137
    EDP-ELECTRICIDADE DE PORTUGAL 3,631 4,464
    ELASTIC NV 2,488 3,215
    ENEL SOCIETA PER AZI 13,775 20,006
    EPIROC AB 1,672 2,582
    EXPEDITORS INTL WASH INC 4,581 5,041
    F M C CP 24,571 25,744
    FAIRFAX FINL HLDGS LTD 30,823 36,481
    FANUC LIMITED UNSPONSORED 5,260 5,506
    FASTENAL COMPANY 19,699 46,681
    FINANCIAL SELECT SECTOR SPDR F 121,995 176,880
    FIRST ENERGY CORP 15,561 16,468
    FIVE BELOW INC 17,327 45,845
    FOMENTO ECONOMICO MEXICANO 2,724 2,576
    FREEPORT-MCMORAN COPPER & GOLD 10,774 19,801
    FUCHS PETROLUB SE 943 980
    GEN DYNAMICS CP 10,260 9,971
    GENERAL MOTORS 23,696 42,431
    GENTEX CORPORATION 10,561 22,563
    GIVAUDAN SA UNSP/ADR 2,853 3,055
    GLAXOSMITHKLINE PLC 5,098 4,968
    GLOBANT SA 12,850 64,848
    GRAND CANYON EDUCATION, INC 23,087 34,823
    GROUPE DANONE ADS 22,021 23,056
    GUIDEWIRE SOFTWARE INC 16,389 23,171
    HDFC BANK LTD ADR 1,490 2,023
    HEALTHCARE SVCS GROUP INC 34,325 27,313
    HEICO CORP 14,385 50,577
    HENRY JACK & ASSOC INC 25,472 25,108
    HONEYWELL INTL 13,406 17,654
    HOYA CORP SPONS ADR 2,733 3,053
    HUMANA INC 19,059 18,462
    IAC INTERACTIVE CORP 24,737 35,787
    IBERDROLA ADR 12,138 21,103
    ICICI BK LTD ADS 1,636 2,496
    ICON PLC - AMERICAN DEPOSITARY 3,211 3,315
    IDEXX CORP 18,246 38,490
    IHS MARKIT LTD 15,138 39,166
    IMPERIAL BRANDS PL 12,935 7,336
    INDUSTRIA DE DISENO 2,423 2,406
    INFINEON TECH ADS 5,031 8,250
    INT'L FLAVORS & FRAGRANCES INC 8,920 8,054
    INVESCO QQQ TRUST 822,424 2,460,036
    ISHARES MSCI EMERGING MARKETS 335,696 508,743
    ISHARES TR DJ SEL DIVIDEND INX 385,160 477,149
    ISHARES TRUST MSCI EAFE INDEX 676,725 837,727
    JOHNSON & JOHNSON 342,811 536,036
    JP MORGAN CHASE 31,759 58,325
    JSC MMC NRLSK NICKL SPON ADR 3,635 5,635
    JUST EAT TAKEAWAY COM NV 2,620 2,853
    KAO CORP 2,850 2,887
    KBC GROUP SA UNSP ADR 1,761 1,779
    KOMATSU LTD 2,008 2,519
    KUBOTA CORPORATION 2,400 2,979
    L'AIR LIQUIDE ADR OTC 1,428 1,776
    L'OREAL ADR 7,176 8,757
    LAS VEGAS SANDS CORP 5,073 6,973
    LEGRAND INC 2,910 3,056
    LIBERTY GLOBAL PLC - SERIES C 29,549 28,404
    LIBERTY LATIN AMERICA (FORMERL 4,830 1,930
    LINDE PLC COM 15,217 28,196
    LONDON STK EXCHANGE GROUP 4,347 5,095
    LONZA GROUP AG UNSP/ADR 2,761 4,678
    LOWES COMPANIES INC 28,673 29,694
    MAGNA INTERNATIONAL INC 20,845 44,108
    MANULIFE FIN CORP 15,904 16,216
    MARATHON PETROLEUM CORP 10,895 12,036
    MEDTRONIC PLC 10,813 12,417
    METLIFE INC 15,231 17,418
    MICHELIN CIE GEN UNSP/ADR 16,804 19,187
    MICROSOFT CORP 197,087 938,168
    MONOTARO CO., LTD 1,775 1,636
    MORGAN STANLEY 16,195 21,176
    MUENCHENER RUECKVERS 11,191 17,499
    NATIONAL INSTRUMENTS CORPORATI 15,385 22,893
    NEOGEN CORPORATION 7,309 13,481
    NESTLE S.A 18,994 30,275
    NETFLIX INC 17,867 25,414
    NEXTERA ENERGY, INC 15,076 16,664
    NIDEC CORPORATION ADR 2,147 2,441
    NIKE INC-CL B 10,063 13,440
    NINTENDO CO LTD ADR UNSPON 4,366 5,314
    NIPPON TELEGRAPH & TELEPHONE C 14,502 16,422
    NN GROUP N.V. 16,345 17,679
    NOTORI HOLDINGS 1,283 1,800
    NOVARTIS AG ADR 20,015 24,930
    NOVO NORDISK A S 18,044 19,139
    NOVOZYMES A/S UNSP/ADR 1,363 1,541
    NVIDIA CORP 17,669 34,465
    OCADO GROUP PLC 1,540 1,613
    OIL CO LUKOIL PJSC SPON ADR RE 2,114 1,777
    ORACLE CORP 18,036 21,218
    ORKLA ASA SPON ADR 1,435 1,714
    PAYCOM SOFTWARE 15,396 66,481
    PEPSICO INC 9,807 10,678
    PERSIMMON PLC ADR 12,868 15,910
    PFIZER INC 245,610 334,971
    PHILIP MORRIS INTL 20,893 21,939
    PIMCO ALL ASSET CLASS A 100,000 100,113
    PING AN INSURANCE GROUP ADR 2,437 2,646
    PLURALSIGHT INC 16,193 13,184
    POWER CORPORATION OF CANADA 25,186 33,703
    PROCTER GAMBLE CO 8,825 9,183
    PROTO LABS INC 18,469 39,577
    QUALCOMM INC 16,543 22,699
    QURATE RETAIL INC QVC GROUP 19,646 20,316
    RAYTHEON TECHNOLOGIES CORP 20,936 22,812
    RECKITT BENCKISER GROUP 9,129 8,444
    RENTOKIL INITIAL PLC SPON ADR 3,127 3,240
    RESOLUTE FOREST PRODUCTS INC 7,648 9,064
    RIO TINTO PLC SPONSORED ADR 2,775 3,686
    RITCHIE BROS AUCTIONEERS 22,513 55,570
    ROCHE HOLDING LTD ADR 30,343 42,525
    ROLLINS INC 16,119 46,298
    ROYAL DUTCH SHEL PLC SPONS ADR 2,808 1,882
    SALESFORCE.COM 18,673 51,404
    SANOFI-AVENTIS SPONSORED ADR 19,075 19,387
    SAP AKTIENGESELL ADS 4,961 5,737
    SCHNEIDER ELEC UNSP/ADR 3,315 4,371
    SERVICE NOW 18,825 38,530
    SGS SA UNSP ADR 1,466 1,651
    SHIONOGI & CO LTD 1,431 1,384
    SHISEIDO CO LTD 2,800 2,772
    SHOPIFY INC 2,901 3,396
    SIEMENS AG 14,901 18,594
    SINGAPORE TELE ADR 1,791 1,566
    SMITH A O CORP DEL COM 15,023 12,609
    SMURFIT KAPPA 16,450 24,735
    SOFTBANK ADR 14,818 14,324
    SOLAREDGE TECHNOLOGIES INC 1,579 1,915
    SONIC HEALTHCARE LTD SHS 12,555 18,862
    SONOVA HOLDING AG AD 1,815 2,521
    SPDR BARCLAYS CAPITAL 1-3 MONT 165,321 165,285
    SPDR DOW JONES INDUSTRIAL AVER 495,032 839,394
    SPDR GOLD SHARES 383,173 597,506
    SPDR S&P 500 ETF TRUST 1,101,262 2,006,988
    SPOTIFY TECHNOLOGY SA 2,626 3,147
    SPX FLOW INC 14,901 23,995
    STARBUCKS CORP COM 31,173 53,169
    STONECO LTD 2,715 3,189
    SVENSKA HANDELSBK UNS ADR 12,993 12,783
    SYMRISE AG UNSPONSORED 2,143 3,028
    SYSMEX CORP UNSP ASDR 2,386 3,128
    TAIWAN SEMICONDUCTOR MFG CO LT 7,535 11,885
    TEAMVIEWER AG 3,068 3,635
    TECHNIPFMC PLC 13,118 13,912
    TELADOC INC 11,119 35,193
    TELEPERFORMANCE SA 2,998 3,087
    TEMENOS GROUP AG 1,740 1,983
    TEMPLETON DRAGON FUND 106,856 102,784
    TEMPLETON GLOBAL BOND FUND - C 183,562 141,735
    TENCENT HOLDINGS LIMITED 6,218 7,117
    TERADATA CORPORATION 20,647 19,234
    THE COCA-COLA CO 3,453 3,948
    THOMSON REUTERS CORPORATION 2,484 2,539
    TOKYO ELECTRON LTD 3,195 3,837
    TOTAL FINA ELF S.A 19,027 17,309
    TOYOTA MTR CORP 20,823 23,958
    TYLER TECHNOLOGIES, INC 30,657 64,605
    UBS AG 18,874 19,528
    UMICORE SA 1,471 1,654
    UNICHARM CORP - SPN ADR 3,237 4,009
    UNILEVER PLC AMER 24,442 30,603
    UNION PACIFIC 12,287 13,326
    UNITED OVRSEAS BK LTD ADR 14,180 16,197
    UNITEDHEALTH GROUP INC 14,249 35,769
    UPM KYMMENE CORP 14,386 20,389
    VALE SA 15,151 22,358
    VARIAN MEDICAL SYSTEMS INC 8,494 8,575
    VEEVA SYSTEMS INC 7,845 54,995
    VERISK ANALYTICS, INC 19,489 49,199
    VERIZON COMMUNICATIONS 221,055 298,274
    VESTAS WIND SYS UNSP/ADR 2,153 2,582
    VIATRIS ORD SHS 13,546 21,157
    VISA INC 14,098 28,872
    VODAFONE GROUP PLC 37,150 31,394
    WAL-MART STORES INC 7,990 8,793
    WALT DISNEY HOLDINGS CO 18,784 25,909
    WELLS FARGO & CO 22,225 26,196
    WEST PHARMA SVCS INC 17,290 49,863
    WHIRLPOOL CORP 6,372 13,356
    WILLIAMS COS 22,082 20,471
    WORLDLINE 2,259 2,422
    YANDEX N V 876 1,600
    ZURICH INS GROU ADR 13,218 20,308

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    US Government Securities - End of Year Book Value:

    367,361
    US Government Securities - End of Year Fair Market Value:

    391,493
    State & Local Government Securities - End of Year Book Value:


    202,793
    State & Local Government Securities - End of Year Fair Market Value:


    227,768


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADVANTAGE ADVISERS XANTHUS FUN   843,770 1,668,228
    AXA EQUITABLE LIFE INSURANCE -   864,924 864,924
    BRIGHTHOUSE LIFE INSURANCE - A   106,507 99,051
    IRONWOOD MULTI-STRATEGY FUND   238,000 539,404
    KL SPECIAL OPPORTUNITIES FUND,   635,000 782,207

    TY 2020 OtherExpensesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 56,356     56,356
    Bank Charges 1,357 1,357    
    K-1 Exp ADVANTAGE ADVISERS XAN 8,367 8,288    


    TY 2020 OtherIncomeSchedule2
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss ADVANTAGE ADVISERS XANTHUS FUND, LLC -25,845 -25,614  
    net Annuity Loss -34,251 -34,251  
    income from ironwood multi-strategy fund 10,095 10,095  


    TY 2020 OtherIncreasesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Description Amount
    PRIOR PERIOD ADJUSTMENT 350,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 88,437 88,437    


    TY 2020 TaxesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 4,700      
    990-PF Extension for 2019 2,294      
    Foreign Tax Paid 7,464 7,464