Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Posner-Wallace 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

52-6037555
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$4,862,871J 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 86 86  
4 Dividends and interest from securities... 103,406 98,883  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 158,994
b Gross sales price for all assets on line 6a 692,141
7 Capital gain net income (from Part IV, line 2)... 171,196
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 -5,100 -4,917  
12 Total. Add lines 1 through 11........ 257,386 265,248  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,999     14,999
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 9,612 8,762   850
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,906 876    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 39     39
22 Printing and publications.......... 218     218
23 Other expenses (attach schedule)....... Click to see attachment 25,751 3,358   22,375
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,525 12,996   38,481
25 Contributions, gifts, grants paid....... 276,385 276,385
26 Total expenses and disbursements. Add lines 24 and 25 330,910 12,996   314,866
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -73,524
b Net investment income (if negative, enter -0-) 252,252
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......... 182,614 343,032 343,032
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) bullet375,000
Less: allowance for doubtful accounts bullet   419,418 Click to see attachment375,000 335,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,200    
b Investments—corporate stock (attach schedule)....... 3,138,831 Click to see attachment2,910,491 4,080,463
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).......... 16,672 Click to see attachment61,888 66,376
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment38,000 Click to see attachment38,000 Click to see attachment38,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,800,735 3,728,411 4,862,871
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 3,800,735 3,728,411
29 Total net assets or fund balances (see instructions)..... 3,800,735 3,728,411
30 Total liabilities and net assets/fund balances (see instructions). 3,800,735 3,728,411
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,800,735
2
Enter amount from Part I, line 27a .....................
2
-73,524
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,200
4
Add lines 1, 2, and 3 ..........................
4
3,728,411
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
3,728,411
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 692,141   521,023 171,118
b       78
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       171,118
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 2 171,196
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 3,506
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 3,506
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 3,506
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,320
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,620
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 10 114
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 114
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    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 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
    Diana Erbsen Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    James R Posner Chair Emeritus
    2.0     		3,333 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Nicholas Posner Trustee, CFO, Treas
    3.0     		3,333 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jill Prosky Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Andrew C Smith Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Rachel C Smith Chair, Pres, Trustee
    3.0     		5,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Sarah Smith Associate Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Shelby Lynn Smith Associate Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Robert P Smith II Trustee, Sec
    2.0     		3,333 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Robert P Smith III Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Stephanie Posner ASSOCIATE TRUSTEE
    1.0     		0 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
     
    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
    3,971,164
    b
    Average of monthly cash balances.......................
    1b
    179,309
    c
    Fair market value of all other assets (see instructions)................
    1c
    383,893
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,534,366
    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
    4,534,366
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    68,015
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,466,351
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    223,318
    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
    223,318
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,506
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,506
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    219,812
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,200
    5
    Add lines 3 and 4............................
    5
    221,012
    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
    221,012
    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
    314,866
    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
    314,866
    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
    314,866
    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 7 221,012
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 44,104
    b From 2016...... 84,992
    c From 2017...... 135,944
    d From 2018...... 145,170
    e From 2019...... 60,271
    fTotal of lines 3a through e........ 470,481
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 314,866
    a Applied to 2019, but not more than line 2a  
    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..... 221,012
    e Remaining amount distributed out of corpus 93,854
    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 5 564,335
    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) ...     		44,104
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		520,231
    10 Analysis of line 9:
    a Excess from 2016.... 84,992
    b Excess from 2017.... 135,944
    c Excess from 2018.... 145,170
    d Excess from 2019.... 60,271
    e Excess from 2020.... 93,854
    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 WIDER CIRCLE INC
    10325 KENSINGTON PKWY UNIT 70
    KENSINGTON,MD20895     		N/A PC General & Unrestricted 1,000
    ABRAHAM FUND INITIATIVES
    1460 BROADWAY
    NEW YORK,NY10036     		N/A PC General & Unrestricted 2,000
    ACHILLES INTERNATIONAL INC
    42 W 38TH ST STE 400
    NEW YORK,NY10018     		N/A PC General & Unrestricted 400
    ADAS CAFE
    839 NORTHAMPTON DR
    PALO ALTO,CA94303     		N/A PC General & Unrestricted 400
    ALLGENERATIONS INC
    PO BOX 11113
    WASHINGTON,DC20008     		N/A PC General & Unrestricted 100
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
    225 N MICHIGAN AVE 17TH FL
    CHICAGO,IL60601     		N/A PC General & Unrestricted 400
    AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC
    321 N CLARK ST
    CHICAGO,IL60654     		N/A SO I to support the ABA Tax Section's pro bono efforts 400
    AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANI
    PO BOX 60173
    PHILADELPHIA,PA19102     		N/A PC General & Unrestricted 500
    AMERICAN HEART ASSOCIATION INC - GREATER BAY ARE
    426 17TH ST STE 300
    OAKLAND,CA94612     		N/A PC General & Unrestricted 400
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 E 42ND ST STE 400
    NEW YORK,NY10017     		N/A PC TAUB CENTER IN JERUSALEM, TO SUPPORT ITS INDEPENDENT, NON-PARTISAN RESEARCH PROJECTS ON A WIDE RANGE OF PUBLIC POLICY ISSUES AS WELL AS ITS ANNUAL REVIEWS OF ISRAELI SOCIAL INDICATORS 1,000
    AMERICAN JEWISH WORLD SERVICE INC
    45 W 36TH ST 11TH FLOOR
    NEW YORK,NY10018     		N/A PC General & Unrestricted 5,000
    AMERICAN NATIONAL RED CROSS
    431 18TH ST NW
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 1,000
    AMERICARES FOUNDATION INC
    88 HAMILTON AVE
    STAMFORD,CT06902     		N/A PC General & Unrestricted 1,000
    AMERICAS SECOND HARVEST OF TAMPA BAY INC
    4702 TRANSPORT DRIVE BLDG 6
    TAMPA,FL33605     		N/A PC General & Unrestricted 400
    AMNESTY INTERNATIONAL OF THE USA INC
    311 43RD ST 7TH FL
    NEW YORK,NY10036     		N/A PC General & Unrestricted 400
    ANIMAL HAVEN INC
    200 CENTRE ST
    NEW YORK,NY10013     		N/A PC General & Unrestricted 400
    ANIMAL LEGAL DEFENSE FUND
    525 E COTATI AVE
    COTATI,CA94931     		N/A PC General & Unrestricted 760
    ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY
    PO BOX 874611
    TEMPE,AZ85287     		N/A PC Thunderbird School of Global Management 500
    ARRL FOUNDATION INC
    225 MAIN ST
    NEWINGTON,CT06111     		N/A SO I General & Unrestricted 400
    ASHOKA
    1700 N MOORE ST STE 2000
    ARLINGTON,VA22209     		N/A PC General & Unrestricted 5,000
    ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE
    50 MORNINGSIDE DR APT 23
    NEW YORK,NY10025     		N/A PC General operating support & subscription to Cross currents 225
    ATLANTA HUMANE SOCIETY & SOCIETY PREVENTION OF CRU
    981 HOWELL MILL RD NW
    ATLANTA,GA30318     		N/A PC General & Unrestricted 200
    ATLANTA WILD ANIMAL RESCUE EFFORT INC
    4158 KLONDIKE RD
    LITHONIA,GA30038     		N/A PC General & Unrestricted 400
    AUTISM SPEAKS INC
    1060 STATE ROAD 2ND FL
    PRINCETON,NJ08540     		N/A PC General & Unrestricted 400
    BALLET HISPANICO OF NEW YORK
    167 W 89TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,000
    BALLET TECH FOUNDATION INC
    890 BROADWAY 8TH FL
    NEW YORK,NY10003     		N/A PC General & Unrestricted 1,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY12504     		N/A PC BARD PRISON INITIATIVE 1,000
    BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION
    PO BOX 784
    BROOKFIELD,CT06804     		N/A PC General & Unrestricted 5,000
    BEEBE MEDICAL CENTER INC
    424 SAVANNAH RD
    LEWES,DE19958     		N/A PC General & Unrestricted 400
    BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE
    330 7TH AVE STE 1902
    NEW YORK,NY10001     		N/A PC General & Unrestricted 800
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON RD
    KANAB,UT84741     		N/A PC General & Unrestricted 360
    BETA THETA PI FOUNDATION
    5134 BONHAM RD
    OXFORD,OH45056     		N/A PC General & Unrestricted 400
    BETHANY BEACH VOLUNTEER FIRE CO INC
    PO BOX 950
    BETHANY BEACH,DE19930     		N/A PC General & Unrestricted 400
    BRAIN INJURY ASSOCIATION OF MARYLAND INC
    2200 KERNAN DR RM T810
    BALTIMORE,MD21207     		N/A PC General & Unrestricted 1,000
    BREAD FOR THE CITY INC
    1525 7TH ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 1,000
    BROADWAY MALL ASSOCIATION INC
    2095 BROADWAY STE 403
    NEW YORK,NY10023     		N/A PC General & Unrestricted 300
    BUILDING BRIDGES ACROSS THE RIVER
    1901 MS AVE SE STE 101
    WASHINGTON,DC20020     		N/A PC General & Unrestricted 7,500
    CAN MATEO COUNTY FIREFIGHTERS FOUNDATION
    335 CONVENTION WAY UNIT 5
    REDWOOD CITY,CA94063     		N/A PC General & Unrestricted 400
    CANDID
    32 OLD SLIP
    NEW YORK,NY10005     		N/A PC General & Unrestricted 2,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		N/A PC General & Unrestricted 5,000
    CAPITAL SISTERS INTERNATIONAL INC
    227 LAMB LN
    GOLDEN,CO80401     		N/A PC General & Unrestricted 500
    CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA
    220 I ST NE STE 285
    WASHINGTON,DC20002     		N/A PC General & Unrestricted 500
    CATHEDRAL CHURCH OF ST JOHN THE DIVINE
    1047 AMSTERDAM AVE
    NEW YORK,NY10025     		N/A PC General & Unrestricted 1,000
    CDF FIREFIGHTERS BENEVOLENT FOUNDATION
    1731 J ST STE 100
    SACRAMENTO,CA95811     		N/A PC General & Unrestricted 400
    CENTER FOR DISASTER PHILANTHROPY INC
    1 THOMAS CIR NW STE 700
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 400
    CENTER FOR TAXPAYER RIGHTS
    PO BOX 71278
    WASHINGTON,DC20024     		N/A PC General & Unrestricted 180
    CHABAD OF RANCHO MIRAGE-THE TORAH OASIS
    72295 VIA MARTA
    RANCHO MIRAGE,CA92270     		N/A PC General & Unrestricted 360
    CHECKPOINT ONE
    PO BOX 280
    DOSWELL,VA23047     		N/A PC General & Unrestricted 1,000
    CHEETAH CONSERVATION FUND
    PO BOX 2496
    ALEXANDRIA,VA22301     		N/A PC General & Unrestricted 400
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		N/A PC General & Unrestricted 1,000
    CHILDRENS HEALTH COUNCIL INC
    650 CLARK WAY
    PALO ALTO,CA94304     		N/A PC General & Unrestricted 5,000
    CHILDRENS HEALTH COUNCIL INC
    650 CLARK WAY
    PALO ALTO,CA94304     		N/A PC Sand Hill School Annual Fund 500
    CHILDRENS HOSPITAL
    111 MICHIGAN AVE NW
    WASHINGTON,DC20010     		N/A PC General & Unrestricted 1,000
    CHILDRENS THEATRE COMPANY
    526 W 26TH ST RM 1012
    NEW YORK,NY10001     		N/A PC TALENT & CAREER PATHWAYS 5,000
    CHILDRENS THEATRE COMPANY
    526 W 26TH ST RM 1012
    NEW YORK,NY10001     		N/A PC TALENT & CAREER PATHWAYS 10,000
    CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST
    263 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 360
    CITIZENS BUDGET COMMISSION INC
    240 W 35TH ST STE 302
    NEW YORK,NY10001     		N/A PC General & Unrestricted 200
    CITY HARVEST INC
    6 EAST 32ND ST 5TH FLOOR
    NEW YORK,NY10016     		N/A PC General & Unrestricted 1,000
    CLEARWATER MARINE AQUARIUM INC
    249 WINDWARD PASSAGE
    CLEARWATER,FL33767     		N/A PC General & Unrestricted 400
    CODE FOR AMERICA LABS INC
    972 MISSION ST FL 5
    SAN FRANCISCO,CA94103     		N/A PC General & Unrestricted 400
    COLLEGE OF ST SCHOLASTICA INC
    1200 KENWOOD AVE
    DULUTH,MN55811     		N/A PC HEALTH INFORMATION DATA SCIENCE EXCHANGE PROGRAM WITH HEALTH INFORMATION SYSTEMS PROGRAM IN SOUTH AFRICA 1,000
    COLORADO OUTWARD BOUND SCHOOL - OUTWARD BOUND WILD
    5161 SHERIDAN BLVD
    DENVER,CO80212     		N/A PC General & Unrestricted 400
    COMMITTEE TO PROTECT JOURNALISTS INC
    509 WEST 38TH ST 5TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 1,000
    COMPASSION AND CHOICES
    PO BOX 485
    ETNA,NH03750     		N/A PC General & Unrestricted 1,000
    CONGREGATION BNAI JESHURUN
    270 WEST 89TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,800
    COURT APPOINTED SPECIAL ADVOCATES INC
    48 WALL ST 11TH FL
    NEW YORK,NY10005     		N/A PC General & Unrestricted 400
    COVENANT HOUSE WASHINGTON DC
    2001 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		N/A PC General & Unrestricted 1,000
    DC AFFORDABLE LAW FIRM
    1717 K ST NW
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 1,000
    DC CENTRAL KITCHEN INC
    425 2ND ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 3,500
    DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC
    8 COURT ST
    MORRISTOWN,NJ07960     		N/A PC General & Unrestricted 400
    DELIVERING GOOD INC
    266 W 37TH ST 22ND FL
    NEW YORK,NY10018     		N/A PC To Support General Operations 400
    DESIGN TECH HIGH SCHOOL
    275 ORACLE PKWY
    REDWOOD CITY,CA94065     		N/A PC Annual Fund 500
    DICKINSON COLLEGE
    PO BOX 1773
    CARLISLE,PA17013     		N/A PC General & Unrestricted 500
    DOE FUND INC
    232 EAST 84TH ST
    NEW YORK,NY10028     		N/A PC General & Unrestricted 2,000
    DOROT INC
    171 W 85TH ST
    NEW YORK,NY10024     		N/A PC TALENT AND CAREER PATHWAYS (TCP) PROGRAM 7,000
    DOROT INC
    171 W 85TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 3,000
    DRISHA INSTITUTE FOR JEWISH EDUCATION INC
    377 INDEPENDENCE AVE FRONT 1
    BRONX,NY10463     		N/A PC General & Unrestricted 300
    EAST CAROLINA UNIVERSITY FOUNDATION INC
    2200 S CHARLES BLVD STE 1100
    GREENVILLE,NC27858     		N/A PC General & Unrestricted 500
    ECHO HILL CAMPERSHIP FUND
    PO BOX 5923
    BETHESDA,MD20824     		N/A PC General & Unrestricted 400
    EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
    1529 16TH ST NW
    WASHINGTON,DC20036     		N/A PC Support for summer day camp tuitions for local DC youth 400
    END OF LIFE CHOICES NEW YORK
    244 5TH AVE 2010
    NEW YORK,NY10001     		N/A PC To Support General Operations 1,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 360
    FAMILY HOUSE INC
    540 MISSION BAY BLVD N
    SAN FRANCISCO,CA94158     		N/A PC General & Unrestricted 400
    FEEDING AMERICA
    161 N CLARK ST SUITE 700
    CHICAGO,IL60601     		N/A PC General & Unrestricted 400
    FINCA INTERNATIONAL INC
    1201 15TH ST NW
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 750
    FREE THE OPPRESSED
    10 BOULDER CRESCENT ST STE 300A
    COLORADO SPGS,CO80903     		N/A PC General & Unrestricted 1,000
    FRESH AIR FUND
    633 THIRD AVE
    NEW YORK,NY10017     		N/A PC General & Unrestricted 1,000
    FRIENDS OF STRAUS PARK INC
    PO BOX 2021
    NEW YORK,NY10025     		N/A PC General & Unrestricted 180
    FRIENDS OF THE SOUTH COASTAL LIBRARY INC
    PO BOX 1617
    BETHANY BEACH,DE19930     		N/A PC General & Unrestricted 400
    GIRLS INCORPORATED OF NEW YORK CITY
    120 WALL ST STE 1804
    NEW YORK,NY10005     		N/A PC General & Unrestricted 1,700
    GODS LOVE WE DELIVER INC
    166 AVE OF THE AMERICAS
    NEW YORK,NY10013     		N/A PC General & Unrestricted 2,500
    GRANTMAKERS IN THE ARTS
    522 COURTLANDT AVE
    BRONX,NY10451     		N/A PC To Support General Operations for COF affinity group 250
    GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS
    3939 CAMPBELL AVE
    ARLINGTON,VA22206     		N/A PC General & Unrestricted 1,000
    GUIDING EYES FOR THE BLIND INC
    611 GRANITE SPRINGS RD
    YORKTOWN HTS,NY10598     		N/A PC General & Unrestricted 3,000
    HADASSAH FOUNDATION INC
    40 WALL ST
    NEW YORK,NY10005     		N/A PC General & Unrestricted 500
    HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC
    40 WALL ST
    NEW YORK,NY10005     		N/A PC General & Unrestricted 500
    HARVARD COLLEGE
    124 MOUNT AUBURN ST 4TH FLOOR
    CAMBRIDGE,MA02138     		N/A PC Harvard College Fund and Class of 1965 55th reunion Fund 1,000
    HARVARD UNIVERSITY - RADCLIFFE INSTITUTE FOR ADVAN
    10 GARDEN ST
    CAMBRIDGE,MA02138     		N/A PC general operating support of the Radcliffe Institute to support early & mid-career fellows with credit to the Class of 1965 Harvard College Fund (HCF) 400
    HISP HEALTH INFORMATION SYSTEMS PROGRAM SOUTH AFRI
    1ST FL PILOT MILL HOUSE THE QUARR
    BEREA EAST LONDON,Eastern Cape5241
    SF     		N/A PC General & Unrestricted 5,000
    HOLLINS UNIVERSITY CORPORATION
    PO BOX 9629
    ROANOKE,VA24020     		N/A PC General & Unrestricted 1,000
    HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC
    PO BOX 862
    OSSINING,NY10562     		N/A PC to support the Hudson Link program of rehabbing houses for transitional living arrangement for previously incarcerated individuals and related general operating expenses 1,000
    I EARN INC
    475 RIVERSIDE DR 450
    NEW YORK,NY10115     		N/A PC Talent & Career Pathways (TCP) program 4,000
    I EARN INC
    475 RIVERSIDE DR 450
    NEW YORK,NY10115     		N/A PC Talent & Career Pathways (TCP) program 6,000
    INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL
    229 WEST 97TH ST SUITE 1B
    NEW YORK,NY10025     		N/A PC General & Unrestricted 1,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007     		N/A PC General & Unrestricted 5,000
    JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON
    12320 PARKLAWN DR
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 2,500
    JEWISH ORTHODOX FEMINIST ALLIANCE INC
    PO BOX 300009
    BROOKLYN,NY11230     		N/A PC General & Unrestricted 500
    JEWISH VEG
    9 HAWTHORNE RD
    PITTSBURGH,PA15221     		N/A PC General & Unrestricted 360
    JEWISH WOMEN'S ARCHIVE INC
    ONE HARVARD ST
    BROOKLINE,MA02445     		N/A PC General & Unrestricted 500
    JOYCE THEATER FOUNDATION INC
    175 8TH AVE
    NEW YORK,NY10011     		N/A PC General & Unrestricted 300
    KENYON COLLEGE
    EATON CENTER
    GAMBIER,OH43022     		N/A PC General & Unrestricted 500
    KESHO
    397 PIEDMONT RD
    COLUMBUS,OH43214     		N/A PC Happiness Wambura's Lohada Schools Scholarship Fund 400
    KOGOOD SCHOOL OF BUSINESS ADMINISTRATION
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		N/A PC General & Unrestricted 2,000
    KQED INC
    2601 MARIPOSA ST
    SAN FRANCISCO,CA94110     		N/A PC General & Unrestricted 400
    LEADERSHIP MONTGOMERY EDUCATIONAL FOUNDATION INC
    6010 EXECUTIVE BLVD
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 1,000
    LOVE TO LANGA
    PO BOX 104
    GLADWYNE,PA19035     		N/A PC General & Unrestricted 400
    LUBUTO LIBRARY PROJECT INC
    5614 CONNECTICUT AVE NW STE 368
    WASHINGTON,DC20015     		N/A PC General & Unrestricted 1,000
    LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH
    400 HAMILTON AVE SUITE 340
    PALO ALTO,CA94301     		N/A PC General & Unrestricted 400
    LUMIND IDSC FOUNDATION
    20 MALL RD STE 200
    BURLINGTON,MA01803     		N/A PC General & Unrestricted 400
    MANNA INC
    6856 EASTERN AVE NW STE 100
    WASHINGTON,DC20012     		N/A PC General & Unrestricted 4,000
    MARTHAS TABLE
    2114 14TH ST NW
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 1,000
    MAZON INC A JEWISH RESPONSE TO HUNGER
    PO BOX 96119
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 2,500
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC General & Unrestricted 5,000
    METRO CARING
    1100 E 18TH AVE
    DENVER,CO80218     		N/A PC General & Unrestricted 1,500
    METRO CARING
    1100 E 18TH AVE
    DENVER,CO80218     		N/A PC for the extra need due to Covid-19 500
    METROPOLITAN MINISTRIES INC
    2002 N FLORIDA AVE
    TAMPA,FL33602     		N/A PC 13 for 13 program 400
    MILOS DOG RESCUE OF SOUTH FLORIDA INC
    49 N FEDERAL HWY SUITE 141
    POMPANO BEACH,FL33062     		N/A PC General & Unrestricted 400
    MIRROR STAGE
    2212 QUEEN ANNE AVE N 294
    SEATTLE,WA98109     		N/A PC General & Unrestricted 5,000
    MOVING TRADITIONS
    8380 OLD YORK RD STE 4300
    ELKINS PARK,PA19027     		N/A PC General & Unrestricted 1,000
    MY NEW RED SHOES
    330 TWIN DOLPHIN DR STE 135
    REDWOOD CITY,CA94065     		N/A PC General & Unrestricted 400
    MYOTONIC DYSTROPHY FOUNDATION
    663 13TH ST SUITE 100
    OAKLAND,CA94612     		N/A PC General & Unrestricted 400
    N STREET VILLAGE INC
    1333 N ST NW
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 400
    NATIONAL ARBOR DAY FOUNDATION
    211 N 12TH ST STE 501
    LINCOLN,NE68508     		N/A PC General & Unrestricted 400
    NATIONAL NETWORK OF ABORTION FUNDS
    9450 SW GEMINI DR PMB 16009
    BEAVERTON,OR97008     		N/A PC General & Unrestricted 400
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 WEST 20TH ST 11TH FLOOR
    NEW YORK,NY10011     		N/A PC General & Unrestricted 200
    NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE STE 100
    ARLINGTON,VA22203     		N/A PC General & Unrestricted 400
    NEW ISRAEL FUND
    6 EAST 39TH ST SUITE 301
    NEW YORK,NY10016     		N/A PC General & Unrestricted 5,000
    NEW YORK RESTORATION PROJECT
    254 W 31ST ST FL 10T
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,000
    NEW YORK THEOLOGICAL SEMINARY
    475 RIVERSIDE DR STE 500
    NEW YORK,NY10115     		N/A PC Talent & Career Pathways (TCP) program, to support the Master's in Professional Studies (MPS) program at Sing Sing Prison and related activities at NYTS and MPS alumni 6,000
    NEW YORK THEOLOGICAL SEMINARY
    475 RIVERSIDE DR STE 500
    NEW YORK,NY10115     		N/A PC GENERAL OPERATING SUPPORT FOR MASTERS IN PROFESSIONAL STUDIES (MPS) PROGRAM and related activities AT SING SING PRISON 4,000
    NORTHEASTERN UNIVERSITY SCHOOL OF LAW
    400 HUNTINGTON AVE
    BOSTON,MA02115     		N/A PC To aid students working in public interest law Program 1,500
    NORTHERN BEDFORD SCHOOL FOUNDATION INC
    152 NBC DR
    LOYSBURG,PA16659     		N/A PC General & Unrestricted 1,000
    NURU INTERNATIONAL
    5405 ALTON PKWY STE A-474
    IRVINE,CA92604     		N/A PC General & Unrestricted 400
    OCEANA INC
    1025 CONNECTICUT AVE NW STE 200
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 200
    P E F ISRAEL ENDOWMENT FUNDS INC
    630 THIRD AVE 15TH FLOOR
    NEW YORK,NY10017     		N/A PC TO BENEFIT SHORESH 500
    P E F ISRAEL ENDOWMENT FUNDS INC
    630 THIRD AVE 15TH FLOOR
    NEW YORK,NY10017     		N/A PC HADASSAH ACADEMIC COLLEGE IN JERUSALEM 3,000
    PACKARD CHILDRENS HEALTH ALLIANCE
    725 WELCH RD MC 5553
    PALO ALTO,CA94304     		N/A PC Coronavirus related efforts 400
    PARTNERSHIP FOR SHELTER ANIMALS NYC FUND
    LINDSAY FREDA 186 RIVERSIDE DR
    NEW YORK,NY10024     		N/A PC General & Unrestricted 360
    PAWS ATLANTA INCORPORATED
    5287 COVINGTON HWY
    DECATUR,GA30035     		N/A PC General & Unrestricted 200
    PENINSULA HUMANE SOCIETY & SPCA
    1450 ROLLINS RD
    BURLINGAME,CA94010     		N/A PC General & Unrestricted 400
    PENINSULA OPEN SPACE TRUST
    222 HIGH ST
    PALO ALTO,CA94301     		N/A PC General & Unrestricted 400
    PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC
    501 FRONT ST
    NORFOLK,VA23510     		N/A PC General & Unrestricted 400
    PHILANTHROPY NEW YORK - NEW YORK REGIONAL ASSOCIAT
    320 EAST 43RD ST
    NEW YORK,NY10017     		N/A PC General & Unrestricted 1,000
    PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED
    ONE N HARVARD YARD
    CAMBRIDGE,MA02138     		N/A PC General & Unrestricted 200
    PIKE PLACE MARKET FOUNDATION
    93 PIKE ST STE 310
    SEATTLE,WA98101     		N/A PC General & Unrestricted 3,000
    PLANNED PARENTHOOD ASSOCIATION OF METROPOLITAN WAS
    1225 4TH ST NE
    WASHINGTON,DC20002     		N/A PC General & Unrestricted 400
    PLANNED PARENTHOOD MAR MONTE INC
    1691 THE ALAMEDA
    SAN JOSE,CA95126     		N/A PC General & Unrestricted 400
    PLUMMER YOUTH PROMISE INC
    37 WINTER ISLAND RD
    SALEM,MA01970     		N/A PC General & Unrestricted 500
    POTOMAC COMMUNITY VILLAGE INC
    PO BOX 59424
    POTOMAC,MD20854     		N/A PC General & Unrestricted 1,000
    R & M ROCKIN RESCUES INC
    PO BOX 408
    BELLEVILLE,NJ07109     		N/A PC General & Unrestricted 400
    RADIO BILINGUE INC
    5005 E BELMONT AVE
    FRESNO,CA93727     		N/A PC General & Unrestricted 2,000
    RECONSTRUCTIONIST RABBINICAL COLLEGE
    1299 CHURCH RD
    WYNCOTE,PA19095     		N/A PC General & Unrestricted 900
    REDWOOD CITY LIBRARY FOUNDATION
    1044 MIDDLEFIELD RD
    REDWOOD CITY,CA94063     		N/A PC General & Unrestricted 400
    REDWOOD CITY POLICE ACTIVITIES LEAGUE INC
    3399 BAY RD
    REDWOOD CITY,CA94063     		N/A PC General & Unrestricted 400
    REMERGE INC
    PO BOX 54717
    ATLANTA,GA30308     		N/A PC Giving Grace program 500
    REMERGE INC
    PO BOX 54717
    ATLANTA,GA30308     		N/A PC Giving Grace program 500
    RESOURCE AREA FOR TEACHING
    1355 RIDDER PARK DR
    SAN JOSE,CA95131     		N/A PC General & Unrestricted 1,500
    RETHINK THE CONVERSATION LTD
    45 W 54TH ST
    NEW YORK,NY10019     		N/A PC General & Unrestricted 360
    RIVERSIDE PARK CONSERVANCY INC
    475 RIVERSIDE DR STE 455
    NEW YORK,NY10115     		N/A PC General & Unrestricted 500
    RUBIN MUSEUM OF ART
    150 WEST 17TH ST
    NEW YORK,NY10011     		N/A PC General & Unrestricted 400
    RURAL DEVELOPEMENT INSTITUTE
    1424 4TH AVE STE 300
    SEATTLE,WA98101     		N/A PC Toward enhancing economic and social impact for women in agriculture through cultural, legal and social changes 2,000
    SAFESPACE CENTER INC
    1155 SAXON WAY
    MENLO PARK,CA94025     		N/A PC General & Unrestricted 400
    SAINT FLORIAN PIPERS SOCIETY
    PO BOX 1881
    WEAVERVILLE,CA96093     		N/A PC General & Unrestricted 400
    SALMAGUNDI CLUB
    47 5TH AVE
    NEW YORK,NY10003     		N/A PC General & Unrestricted 100
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		N/A PC General & Unrestricted 400
    SAN MATEO COUNTY HISTORICAL ASSOCIATION
    2200 BROADWAY ST
    REDWOOD CITY,CA94063     		N/A PC General & Unrestricted 400
    SARAH LAWRENCE COLLEGE
    1 MEAD WAY
    BRONXVILLE,NY10708     		N/A PC 2020 Alumnae Campaign and the Health Advocacy Graduate Program 500
    SAVE THE BAY
    300 FRANK H OGAWA PLAZA STE 280
    OAKLAND,CA94612     		N/A PC General & Unrestricted 400
    SCOTLAND AFRICAN METHODIST EPISCOPAL ZION CHURCH
    3921 23RD PL
    TEMPLE HILLS,MD20748     		N/A PC to support Rebuilding from flood damage 400
    SECOND HARVEST OF SILICON VALLEY
    4001 N 1ST ST
    SAN JOSE,CA95134     		N/A PC General & Unrestricted 2,500
    SEED SAVERS EXCHANGE INC
    3094 N WINN RD
    DECORAH,IA52101     		N/A PC General & Unrestricted 400
    SHERIDAN SCHOOL INC
    4400 36TH NW ST
    WASHINGTON,DC20008     		N/A PC General & Unrestricted 500
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC Supervia Endowed Chair 5,000
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC General & Unrestricted 1,000
    SOCIAL & ECONOMIC ACTION FOR LEBANON INC
    525 PARK AVE STE 5N
    NEW YORK,NY10065     		N/A PC BEIRUT EMERGENCY FUND 2020 400
    SOCIETY FOR THE ADVANCEMENT OF JUDAISM
    15 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 500
    SOME INC
    71 O ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 1,000
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 1,000
    ST BALDRICKS FOUNDATION INC
    1333 S MAYFLOWER AVE STE 400
    MONROVIA,CA91016     		N/A PC General & Unrestricted 400
    ST MARKS CHURCH IN THE BOWERY
    131 E 10TH ST
    NEW YORK,NY10003     		N/A PC to support St. Mark's & The Redemption Center collaboration for re-entry services for formerly incarcerated individuals 1,000
    STORAHTELLING LAB SHUL INC
    131 VARICK ST STE 921
    NEW YORK,NY10013     		N/A PC General & Unrestricted 1,000
    SUNFLOWER BAKERY INC
    5951 HALPINE RD
    ROCKVILLE,MD20851     		N/A PC General & Unrestricted 2,000
    TECH IMPACT
    417 N 8TH ST STE 203
    PHILADELPHIA,PA19123     		N/A PC General & Unrestricted 700
    THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
    PO BOX 61075
    NEW ORLEANS,LA70161     		N/A PC General & Unrestricted 500
    THE ASPEN INSTITUTE INC
    2300 N ST NW STE 700
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 1,000
    THE GIVING KITCHEN INITIATIVE INC
    513 EDGEWOOD AVE SE STE 100
    ATLANTA,GA30312     		N/A PC General & Unrestricted 400
    THE PETEY GREENE PROGRAM INC
    22 STOCKTON ST
    PRINCETON,NJ08540     		N/A PC General & Unrestricted 360
    THE ROBERT GIARD FOUNDATION
    OLD CHELSEA STA PO BOX 25
    NEW YORK,NY10113     		N/A PC General & Unrestricted 2,000
    THE SCHECHTER INSTITUTES INC
    BOX 3566 PO BOX 8500
    PHILADELPHIA,PA19178     		N/A PC General & Unrestricted 1,000
    THE SHEPHERDS TABLE INC
    8106 GEORGIA AVE
    SILVER SPRING,MD20910     		N/A PC General & Unrestricted 500
    THE TOMORROW FUND
    593 EDDY ST
    PROVIDENCE,RI02903     		N/A PC General & Unrestricted 400
    THE WRITING REVOLUTION INC
    90 BROAD ST FL 3
    NEW YORK,NY10004     		N/A PC General & Unrestricted 1,000
    TRANSLATORS WITHOUT BORDERS-US INC
    30 MAIN ST
    DANBURY,CT06810     		N/A PC General & Unrestricted 5,000
    TREEPEOPLE INC
    12601 MULHOLLAND DR
    BEVERLY HILLS,CA90210     		N/A PC General & Unrestricted 400
    TRUSTEES OF AMHERST COLLEGE
    PO BOX 5000
    AMHERST,MA01002     		N/A PC General & Unrestricted 800
    TRUSTEES OF PRINCETON UNIVERSITY
    100 OVERLOOK CENTER STE 300
    PRINCETON,NJ08540     		N/A PC graduate Alumni annual giving fund 1,000
    TRUSTEES OF THE SMITH COLLEGE
    23 ELM ST
    NORTHAMPTON,MA01063     		N/A PC General & Unrestricted 500
    U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC
    2231 CRYSTAL DR STE 350
    ARLINGTON,VA22202     		N/A PC General & Unrestricted 500
    UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
    PO BOX 4227
    NEW YORK,NY10261     		N/A PC General & Unrestricted 1,000
    UNITED POULTRY CONCERNS INC
    PO BOX 150
    MACHIPONGO,VA23405     		N/A PC General & Unrestricted 400
    UNIVERSITY OF COLORADO FOUNDATION
    PO BOX 17126
    DENVER,CO80217     		N/A PC Honors Program Fund 500
    UNIVERSITY OF MISSISSIPPI FOUNDATION
    406 UNIVERSITY AVE
    OXFORD,MS38655     		N/A PC General & Unrestricted 1,000
    URBAN INSTITUTE
    500 LENFANT PLZ SW 2ND FLOOR
    WASHINGTON,DC20024     		N/A PC Emerging Researchers Fund 3,000
    VILLAGE HARVEST CORPORATION
    PO BOX 9231
    SAN JOSE,CA95157     		N/A PC General & Unrestricted 400
    WASHINGTON HEBREW CONGREGATION
    3935 MACOMB ST NW
    WASHINGTON,DC20016     		N/A PC General & Unrestricted 360
    WASHINGTON JESUIT ACADEMY
    900 VARNUM ST NE
    WASHINGTON,DC20017     		N/A PC General & Unrestricted 3,600
    WEST SIDE CENTER FOR COMMUNITY LIFE INC
    263 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,500
    WEST SIDE HATZOLOH
    C/O THE JEWISH CENTER131 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 5,000
    WHIS-PURR RESCUE
    346 EL CAMINO REAL
    REDWOOD CITY,CA94062     		N/A PC General & Unrestricted 400
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 400
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 400
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20037     		N/A PC Australia animal fund 400
    YOSEMITE FOUNDATION
    101 MONTGOMERY ST STE 1700
    SAN FRANCISCO,CA94104     		N/A PC General & Unrestricted 400
    YOUNG JUDAEA GLOBAL INC
    575 8TH AVENUE 11TH FLOOR
    NEW YORK,NY10018     		N/A PC General & Unrestricted 500
    Total .................................bullet 3a 276,385
    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 86  
    4 Dividends and interest from securities....     14 103,406  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 158,994  
    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 -228 14 193  
    bFederal Tax Refund     01 45  
    cFOREIGN CURRENCY LOSS     01 -13,173  
    dINTEREST INCOME FROM NOTES     14 8,039  
    eCREDIT CARD POINTS INCOME     01 24  
    12 Subtotal. Add columns (b), (d), and (e).. -228 257,614  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    257,386
    (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:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    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 InvestmentsCorpStockSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AB INTL STRATEGIC EQUITIES POR 161,760 214,592
    AB SELECT US EQUITY PORTFOLIO 104,268 129,579
    ABBOTT LABS 24,892 109,490
    ABBVIE INC 16,681 21,430
    ALLIANCE BERNSTEIN VALUE FUND 92,111 109,322
    ALLIANCEBERN DISCOVERY GROWTH 36,895 54,067
    ALLIANCEBERN DISCOVERY VALUE F 55,052 58,414
    ALLIANCEBERN GLOBAL BOND ADV 116,701 120,901
    ALLIANCEBERN HIGH INCOME ADVIS 137,498 126,987
    ALLIANCEBERNSTEIN CONCENTRATED 65,168 105,506
    ALLIANCEBERNSTEIN REAL RETURN 82,235 66,211
    ALLY FINANCIAL INC 16,549 21,396
    AMAZON COM 12,320 13,028
    AMERICAN FUNDS BOND FD OF AMER 60,529 64,915
    AMERICAN INVESTMENT CO OF AMER 90,705 211,888
    AMGEN INC 8,983 9,197
    AT&T, INC 13,511 14,380
    BANK OF NOVA SCOTIA 53,254 54,040
    BERNSTEIN EMERGING MARKETS 43,005 52,117
    BERNSTEIN INTERMEDIATE DURATIO 239,342 240,900
    BLACKROCK GNMA PORTFOLIO INSTI 37,614 35,187
    BRISTOL-MYERS SQUIBB CO 12,041 12,406
    COMCAST CORP 21,512 26,200
    CVS CAREMARK CORP 17,544 20,490
    DOMINION ENERGY INC 59,684 75,200
    DOUBLELINE YIELD OPPORTUNITIES 17,154 18,510
    DOW INC 19,679 27,750
    EXXON MOBIL CORP 1,305 41,220
    GABELLI DIVIDEND & INCOME TRUS 24,129 27,898
    GAMING AND LEISURE PROPERTIES, 8,579 8,480
    GENERAL MOTORS CORP SR NTS - 7 1,374  
    GENERAL MOTORS CORP SR NTS 1,832  
    GLAXOSMITHKLINE PLC 43,789 36,800
    INTEL CORP 37,624 99,640
    INTERNATIONAL BUSINESS MACHINE 7,586 62,940
    ISHARES IBOXX $ INVESTMENT GRA 6,895 7,873
    ISHARES JP MORGAN USD EM MKTS 8,820 8,925
    IVY SCIENCE AND TECHNOLOGY 59,984 195,206
    JOHNSON & JOHNSON 18,625 157,380
    KIMBERLY CLARK CORP 75,543 87,640
    MFS MUNICIPAL HIGH INCOME CL A 62,982 66,178
    NATIONAL RETAIL PROPERTIES INC 34,159 40,920
    NORTHROP GRUMMAN CORP 15,504 15,236
    NOVARTIS AG ADR 29,325 56,658
    PEPSICO INC 51,397 81,565
    PROCTER GAMBLE CO 61,584 104,355
    RAYTHEON TECHNOLOGIES CORP 11,473 14,302
    ROYAL DUTCH SHEL PLC SPONS ADR 64,461 33,610
    SALESFORCE.COM 10,064 10,014
    SANFORD C BERNSTEIN FD, INC OV 233,237 261,479
    SANFORD C. BERNSTEIN FD, INC. 58,085 62,775
    SCHNEIDER NATIONAL INC 10,893 10,350
    UNILEVER PLC AMER 73,562 105,630
    UNION PACIFIC 1,449 83,288
    VANGUARD CHARLOTTE INTL BD IDX 7,214 7,729
    VANGUARD DIVIDEND APPRECIATION 24,030 34,587
    VANGUARD FTSE DEVELOPED MARKET 22,094 25,541
    VANGUARD FTSE EMERGING MARKETS 34,544 42,293
    VANGUARD HIGH DIV YIELD 8,918 9,334
    VANGUARD INTERMEDIATE-TERM COR 7,062 7,775
    VANGUARD INTERNATIONAL GROWTH 21,941 35,589
    VANGUARD S&P 500 ETF 26,369 34,025
    VANGUARD SF REIT ETF 35,696 36,265
    VANGUARD TOTAL STOCK MARKET ET 21,974 34,257
    VERIZON COMMUNICATIONS 58,088 106,573
    WILLIAMS COS 11,614 12,030

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BROWN ADV INV 2020 - SLP VI (T   5,723 6,224
    BROWN ADV PRIVATE EQ PTNS VII   17,114 19,088
    BROWN ADV PRIVATE INC PTNS I T   25,215 26,011
    BROWN ADV PRVT EQ PTNS VIII QP   4,007 5,258
    BROWN ADVISORY INVESTORS 2020-      
    ENTERPRISE PRODUCTS PARTNERS L   9,829 9,795

    TY 2020 OtherAssetsSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PRI - CHILDRENS THEATRE LOAN   38,000 38,000


    TY 2020 OtherExpensesSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 21,268     21,268
    Bank Charges 593 593    
    Foundation Dues & Memberships 165     165
    Indemnification Insurance 567     567
    K-1 Exp BROWN ADV INV 2020 - S 501 501    
    K-1 Exp BROWN ADV PRIVATE EQ P 1,195 1,188    
    K-1 Exp BROWN ADV PRIVATE INC 93 93    
    K-1 Exp BROWN ADV PRVT EQ PTNS 994 983    
    Postage/Delivery Service 375     375


    TY 2020 OtherIncomeSchedule2
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLLP -209 20  
    K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP 173 173  
    K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP 1    
    Federal Tax Refund 45    
    FOREIGN CURRENCY LOSS -13,173 -13,173  
    Interest Income from Notes 8,039 8,039  
    CREDIT CARD POINTS INCOME 24 24  


    TY 2020 OtherIncreasesSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Description Amount
    RETURNED GRANTS 1,200


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    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    HEALTH INFORMATION SYSTEM PROGRAMS SA   100,000 25,000 2012-12 2020-12 INTEREST QUARTERLY; PRINCIPAL UPON MATURITY 750 % NONE INVESTMENT CASH CASH CASH CASH CASH CASH 50,000
    IMPACT ASSETS (BETHESDA MARYLAND)   50,000 50,000 2016-12   INTEREST RATE COMPUTED ANNUALLY 4 % NONE INVESTMENT CASH CASH CASH CASH CASH CASH 50,000
    ROOT CAPITAL INC     125,000 2013-12 2023-12 INTEREST SEMI-ANNUALLY, PRINCIPAL UPON MATURITY 275 % NONE INVESTMENT CASH CASH CASH CASH CASH CASH 125,000
    THE CONTACT FUND LLC   75,000 75,000 2018-10 2021-09 INTEREST ANNUALLY; PRINCIPAL UPON MATURITY 2 % NONE INVESTMENT CASH CASH CASH CASH CASH CASH 75,000
    GLOBAL SUN PARTNERS   100,000 100,000 2010-11 2018-12 INTEREST QUARTERLY; PRINCIPAL UPON MATURITY 8 % NONE SOLAR ENERGY PROJECT CASH CASH CASH CASH CASH CASH 60,000
    ESSENTIAL CAPITAL CONSORTIUM BV     0 2014-12 2020-01 INTEREST SEMI-ANNUALLY; PRINCIPAL UPON MATURITY 4 % NONE INVESTMENT CASH CASH CASH CASH CASH CASH 19,418

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 8,762 8,762    
    EQUIVALENCY DETERMINATION SVCS 850     850


    TY 2020 TaxesSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 1,300      
    990-PF Extension for 2019 1,730      
    Foreign Tax Paid 876 876