Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Joseph H Flom Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)One Manhattan West
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New York, NY100018602
A Employer identification number

13-3499384
B Telephone number (see instructions)

(212) 735-3222
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$14,884,993
J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 202,606 202,606  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,340,759
b Gross sales price for all assets on line 6a 4,936,334
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 7,700 0 0
12 Total. Add lines 1 through 11........ -1,130,453 202,606 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 48,000     48,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 7,061 3,531 0 0
c Other professional fees (attach schedule).... 44,971 44,971 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 750 0 0 750
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 343 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 101,125 48,502 0 48,750
25 Contributions, gifts, grants paid....... 4,448,000 4,448,000
26 Total expenses and disbursements. Add lines 24 and 25 4,549,125 48,502 0 4,496,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,679,578
b Net investment income (if negative, enter -0-) 154,104
c Adjusted net income (if negative, enter -0-)... 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......... 1,071,334 539,065 539,065
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 15,381,213 Click to see attachment14,345,928 14,345,928
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,752,500 Click to see attachment0 0
14 Land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0   0
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,205,047 14,884,993 14,884,993
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
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........... 19,205,047 14,884,993
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 19,205,047 14,884,993
30 Total liabilities and net assets/fund balances (see instructions). 19,205,047 14,884,993
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
19,205,047
2
Enter amount from Part I, line 27a .....................
2
-5,679,578
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,359,524
4
Add lines 1, 2, and 3 ..........................
4
14,884,993
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,884,993
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 Baird Intermediate Bd- Instl P 2016-11-28 2020-03-30
b INVESCO FUNDS STLPTH MLP R6 P 2019-06-27 2020-03-31
c FIDELITY REAL ESTATE INDEX P 2019-06-27 2020-04-02
d BAIRD INTERMEDIATE BD-INSTL P 2016-11-28 2020-04-02
e VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND P 2018-09-26 2020-04-07
EUROPACIFIC GROWTH FD P 2015-05-20 2020-04-07
BAIRD INTERMEDIATE BD-INSTL P 2106-11-28 2020-04-07
DFA INVT DIMENSIONS GROUP IN P 2015-05-20 2020-04-24
DFA US L/C VALUE PORTFOLIO P 2017-04-06 2020-04-24
BAIRD INTERMEDIATE BD - INSTL P 2016-11-28 2020-04-24
Vanguard Total International Stock Index Fund P 2018-09-26 2020-06-11
Fidelity Real Estate Index P 2019-06-27 2020-06-11
EUROPACIFIC GROWTH FD SHS CL F-2 P 2015-05-20 2020-06-11
DFA INVT DIMENSIONS GROUP IN P 2015-05-20 2020-06-11
DFA US L/C VALUE PORTFOLIO P 2017-04-06 2020-06-11
Baird Intermediate Bd- Instl P 2016-11-28 2020-06-11
Fidelity Real Estate Index P 2019-06-27 2020-07-31
DFA INVT DIMENSIONS GROUP IN P 2015-06-09 2020-07-31
DFA US L/C VALUE PORTFOLIO P 2017-06-30 2020-07-31
INVESCO FUNDS STLPTH MLP R6 P 2019-06-27 2020-07-30
DFA US S/C P    
Lighthouse Diversified Fund Limited P    
DFA US L/C P    
Fidelity Real Estate Index P    
Invesco Oppenheimer P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 400,000   393,988 6,012
b 60,000   174,566 -114,566
c 50,000   73,221 -23,221
d 50,000   49,075 925
e 200,000   251,819 -51,819
200,000   242,376 -42,376
400,000   392,945 7,055
75,000   99,367 -24,367
175,000   225,482 -50,482
250,000   241,373 8,627
75,000   78,786 -3,786
100,000   116,903 -16,903
50,000   49,255 745
75,000   81,177 -6,177
150,000   165,855 -15,855
200,000   190,099 9,901
676,890   820,185 -143,295
560,754   571,898 -11,144
1,016,285   1,163,931 -147,646
500,176   894,692 -394,516
0   87,888 -87,888
0   184,456 -184,456
0   107,285 -107,285
0   28,404 -28,404
80,162   0 80,162
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     0 6,012
b     0 -114,566
c     0 -23,221
d     0 925
e     0 -51,819
    0 -42,376
    0 7,055
    0 -24,367
    0 -50,482
    0 8,627
    0 -3,786
    0 -16,903
    0 745
    0 -6,177
    0 -15,855
    0 9,901
    0 -143,295
    0 -11,144
    0 -147,646
    0 -394,516
    0 -87,888
    0 -184,456
    0 -107,285
    0 -28,404
    0 80,162
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 -1,340,759
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 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,142
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 2,142
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 2,142
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 36,031
b Exempt foreign organizations—tax withheld at source...... 6b  
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 36,031
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 33,889
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet33,889 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletYAEL MARGALIT Telephone no.bullet (914) 750-3436

    Located atbullet360 HAMILTON AVE 3RD FLOORWhite PlainsNY ZIP+4bullet106011811
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT C SHEEHAN PRESIDENT AND DIRECTOR
    1.000
    0 0 0
    One Manhattan West
    New York,NY100018602
    ERIC J FRIEDMAN VICE PRESIDENT AND DIRECTOR
    1.000
    0 0 0
    One Manhattan West
    New York,NY100018602
    EARLE YAFFA TREASURER AND DIRECTOR
    1.000
    0 0 0
    One Manhattan West
    New York,NY100018602
    RONALD J WEISS SECRETARY, Assistant Treasurer, and DIRECTOR
    1.000
    0 0 0
    One Manhattan West
    New York,NY100018602
    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 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,137,643
    b
    Average of monthly cash balances.......................
    1b
    1,382,739
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,520,382
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    15,520,382
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    232,806
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,287,576
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    764,379
    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
    764,379
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,142
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,142
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    762,237
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    762,237
    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
    762,237
    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
    4,496,750
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,496,750
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,496,750
    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 7 762,237
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 693,799
    b From 2016...... 18,614,960
    c From 2017...... 3,424,824
    d From 2018...... 4,175,948
    e From 2019...... 3,923,750
    fTotal of lines 3a through e........ 30,833,281
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 4,496,750
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 762,237
    e Remaining amount distributed out of corpus 3,734,513
    5 Excess distributions carryover applied to 2020.   0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 34,567,794
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    693,799
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    33,873,995
    10 Analysis of line 9:
    a Excess from 2016.... 18,614,960
    b Excess from 2017.... 3,424,824
    c Excess from 2018.... 4,175,948
    d Excess from 2019.... 3,923,750
    e Excess from 2020.... 3,734,513
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    American Jewish Committee
    165 E 56th Street
    New York,NY10022
    None PC For General Support. 20,000
    Association to Benefit Children
    419 East 86th Street
    New York,NY10028
    None PC Support early childhood mental health consulting and treatment for children from birth until eight years of age. 103,000
    Bank Street College of Education
    610 West 112th Street
    New York,NY10025
    None PC Support Bank Street's center on culture, race & equity's project to eliminate the pre-school to prison pipeline. 175,000
    Blue engine Inc
    142 West 57th Street 11th floor
    New York,NY10019
    none PC general support of educational programs. 75,000
    BROOKLYN BOTANIC GARDEN
    1000 WASHINGTON AVENUE
    BROOKLYN,NY11225
    NONE PC PROVIDE ESSENTIAL PROGRAMS AND RESOURCES FOR SCHOOLS, STUDENTS, TEACHERS, AND COMMUNITIES WHO DEPEND ON THE GARDEN'S WIDE-RANGING EDUCATION AND INFORMATION SERVICES. 50,000
    BROOKLYN FRIENDS SCHOOL
    375 PEARL STREET
    BROOKLYN,NY11201
    NONE PC TO SUPPORT HORIZONS AT BROOKLYN FRIENDS SCHOOL. 100,000
    BROOKLYN JESUIT PREP
    560 STERLING PLACE
    BROOKLYN,NY11238
    NONE PC SUPPORT TE RENOVATION OF THE BUILDING THAT IS THE SCHOOL'S NEW HOME. 5,000
    CHANCES FOR CHILDREN - NY INC
    850 SEVENTH AVENUE SUITE 703
    New York,NY10019
    NONE PC GENERAL SUPPORT. 235,000
    CITIZENS COMMITTEE FOR CHILDREN OF NEW YORK
    14 WALL STREET SUITE 4E
    New York,NY10001
    NONE PC GENERAL SUPPORT. 50,000
    CITIZENS SCHOOLS INC
    120 BROADWAY SUITE 220
    New York,NY10271
    NONE PC SUPPORT FOR A NEW SCHOOL PARTNERSHIP IN NEW YOK CITY. 25,000
    COMMUNITIES IN SCHOOLS INC
    2345 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202
    NONE PC GENERAL SUPPORT. 25,000
    DREAM
    1991 SECOND AVENUE
    New York,NY10029
    NONE PC SUPPORT FOR OPERATING EXPENSES AND EXPANSION OF THE HIGH SCHOOL. 300,000
    E L E M YOUTH IN DISTRESS INC
    270 MADISON AVENUE SUITE 1501
    New York,NY10016
    NONE PC SUPPORT TO HELP TROUBLED YOUTH IN ISRAEL. 10,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104
    NONE PC TO SUPPORT END MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE US, TO CHALLENGE RACIAL & ECONOMIC INJUSTICE & TO PROTECT BASIC HUMAN RIGHTS FOR THE MOST VUNERABLE PEOPLE IN AMERICA. 20,000
    EXCELLENCE COMMUNITY SCHOOLS INC
    2090 SEVENTH AVENUE SUITE 605
    New York,NY10027
    NONE PC TO SUPPORT FEEDING FAMILIES INITIATIVE. 25,000
    EXTREME KIDS AND CREW INC
    71 SULLIVAN STREET
    BROOKLYN,NY11231
    NONE PC GENERAL SUPPORT. 5,000
    FENCERS CLUB INC
    229 WEST 28TH STREET 2ND FLOOR
    NEW YORK,NY10001
    NONE PC GENERAL SUPPORT. 25,000
    FOOD BANK FOR NEW YORK CITY
    39 BROADWAY 10TH FLOOR
    New York,NY10006
    NONE PC SUPPORT TO ENSURE THAT THE MOST VULNERABLE NEIGHBORS ACROSS NYC HAVE ACCESS TO FOOD AND RESOURCES THEY NEED 15,000
    FORDHAM UNIVERSITY LAW SCHOOL
    150 WEST 62ND STREET 7TH FLOOR
    New York,NY10023
    NONE PC SUPPORT TO OFFER FINANCIAL AID TO DESERVING STUDENTS AND PROVIDE VITAL RESOURCES TO EDUCATE THE NEXT GENERATION OF ETHICAL THINKERS AND LEADERS. 25,000
    FRIENDS OF BRONX LAB INC
    800 EAST GUN HILL ROAD
    BRONX,NY10467
    NONE PC TO SUPPORT INCREASE RESOURCES NECESSARY TO SUCCESSFULLY SUPPORT ALL STUDENTS THROUGH THE PANDEMIC; PROCURE LAPTOPS & OTHE RTECHNICAL EQUIPMENT AND SUPPORT FOR OPERATIONAL EXPENSES. 50,000
    GRAND STREET SETTLEMENT
    80 PITT STREET
    New York,NY10002
    NONE PC GENERAL SUPPORT. 10,000
    HARLEM ACADEMY
    1330 FIFTH AVENUE
    New York,NY10026
    NONE PC EMERGENCY GRANT TO PROIDE FINANCIALLY VULNERABLE FAMILIES WITH TECHNOLOGY; TO SUPPORT FUND THE THIRD YEAR OF THE SCHOOL'S TECHNOLOGY CAPACITY BUILDING INITIATIVE. 100,000
    ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
    ONE GUSTAVE LEVY PLACE BOX 1049
    New York,NY10029
    NONE PC TO SUPPORT MOUNT SINAI'S COVID-19 RESPONSE FOR CARING OF NYC PATIENTS, EXPANDING ACCESS TO TESTING AND SEARCH FOR TREATMENTS AND A VACCINE. 200,000
    JOB PATH INC
    22 WEST 38TH STREET 11th floor
    New York,NY10018
    NONE PC EMERGENCY GRANT DUE TO THE PANDEMIC. 25,000
    LITERACY INC
    5030 BROADWAY
    New York,NY10034
    None PC SUPPORT CHANGES TO PROGRAMMING AS A RESULT OF THE PANDEMIC. 250,000
    MFJ LEGAL SERVICES INC
    299 BROADWAY
    New York,NY10007
    NONE PC SUPPORT CHANGES TO PROGRAMMING AS A RESULT OF THE PANDEMIC. 50,000
    MIT SLOAN ANNUAL FUND
    77 MASSACHUSETTS AVENUE E60-200
    CAMBRIDGE,MA02139
    NONE PC TO SUPPORT MIT'S HEALTH SYSTEMS ACADEMY FUND. 250,000
    MY MONEY WORKSHOP INC
    70 PINE BROOK ROAD
    BEDFORD,NY10506
    NONE PC SUPPORT TO PROVIDE FINANCIAL LITERACY CAPABILITIES TO YOUNG ADULTS (HIGH SCHOOL AND COLLEGE). 40,000
    NAACP LEGAL DEFENSE & EDUCATION
    40 RECTOR STREET 5TH FLOOR
    New York,NY10005
    NONE PC SUPPORT FOR 80TH ANNIVERSARY GALA AND THURGOOD MARSHALL INITIATIVE. 105,000
    NEW YORK LEGAL ASSISTANCE GROUP
    7 HANOVER SQUARE 18TH FLOOR
    New York,NY10004
    NONE PC GENERAL SUPPORT. 25,000
    NORTHERN WESTCHESTER HOSPITAL
    40 EAST MAIN STREET
    MT KISCO,NY10549
    NONE PC TO SUPPORT HEALTHCARE HEROES ON THE FRONTLINES RESPONDING TO THE CORONAVIRUS IMPACTING THE COMMUNITY. 25,000
    NOSILENCENOVIOLENCE INC
    16971 MEADOWLARK RD UNIT 3
    SAN DIEGO,CA92127
    NONE PC GENERAL SUPPORT. 50,000
    PUBLICOLOR INC
    20 WEST 36TH STREET 9TH FLOOR
    New York,NY10016
    NONE PC SUPPORT OF EARLY CHILDHOOD CENTERS, ANNUAL GALA FUNDRAISING, STUDENT STIPENDS, AND GENERAL SUPORT. 285,000
    READ ALLIANCE INC
    80 MAIDEN LANE 11th floor
    New York,NY10038
    NONE PC GENERAL SUPPORT. 75,000
    INCLUDENYC
    116 EAST 16TH STREET 5TH FLOOR
    New York,NY10038
    NONE PC SUPPORT AND REFERRALS FOR FAMILIES OF CHILDREN WITH DEVLOPMENTAL DELAYS OR DISABILITIES. 35,000
    ROOM TO GROW NATIONAL INC
    7 WEST 30TH STREET 3RD FLOOR
    New York,NY10001
    NONE PC TO ENABLE RTG TO EXPAND ITS CASELOAD CAPACITY & STAFF TRAINING, TO CONNECT WITH BRONX COMMUNITY ARTNERS AND TO MAINTAIN STRONG FAMILY CONNECTIONS. 185,000
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVENUE
    SAN JOSE,CA95125
    NONE PC EMERGENCY GRANT TO COPE WITH THE EFFECTS OF THE PANDEMIC. 15,000
    SIMPLY PUT INC
    41 WEST 83RD STREET
    New York,NY10024
    NONE PC SUPPORT OF GUIDE TO 2020 CENSUS. 10,000
    SPRINGBOARD COLLABORATIVE
    1500 JOHN F KENNEDY BLVD SUITE 1160
    PHILADELPHIA,PA19102
    NONE PC SUPPORT OF VIRTUAL ACADEMIC SERVICES FOR SUMMER OF 2020. 200,000
    STREETSQUASH INC
    40 WEST 116TH STREET
    New York,NY10026
    NONE PC SUPPORT GENERAL OPERATING EXPENSES. 25,000
    TEACHING MATTERS INC
    475 RIVERSIDE DR SUITE 1270
    New York,NY10115
    NONE PC EMERGENCY GRANT TO PROVIDE ONLINE TEACING FOR STUDENTS FROM GRADES KINDERGARTEN THROUGH 8TH WHO ARE LEARNED AT HOME WHILE NYC PUBLIC SCHOOLS ARE CLOSED DUE TO THE PANDEMIC. 75,000
    TECH KIDS UNLIMITED INC
    261 BROADWAY SUITE 8D
    New York,NY10007
    NONE PC SUPPORT EXPANDED REMOTE OFFERINGS IN RESPONSE TO THE COVID-19 CRISIS. 35,000
    THE ARMORY FOUNDATION
    216 FORT WASHINGTON AVENUE
    New York,NY10032
    NONE PC SUPPORT ATHLETIC AND EDUCATIONAL ACTIVITIES. 150,000
    THE CHILDRENS AID SOCIETY
    711 THIRD AVENUE 7TH FLOOR
    New York,NY10019
    NONE PC SUPPORT OF EARLY CHILDHOOD MENTAL HEALTH CONSULTING AND TREATMENT. 100,000
    THE DREAMYARD PROJECT INC
    1085 WASHINGTON AVENUE GROUND FLOOR
    BRONX,NY10456
    NONE PC SUPPORT OF A NEW EARLY CHILDHOOD CENTER. 50,000
    THE EDGE FOUNDATION
    2017 FAIRVIEW AVENUE E SUITE 1
    SEATTLE,WA98102
    NONE PC TO SUPPORT CREATION OF AN EARLY EXCUTIVE FUNCTION CIRRICULUM AND PROVIDE SPECIALIZED TRAINING TO IMPROVE THE QUALITY OF INTERACTIONS WITH CHILDREN & INSERTING COACHING SKILLS INTO CLASSROOM ACTIVITIES. 50,000
    THE LEGAL AID SOCIETY INC
    199 WATER STREET
    New York,NY10038
    NONE PC TO SUPPORT WORK THEY DO ON BEHALF OF CHILDREN WITH DISABILITIES WHO ARE INVOLVED IN CHILD WELFARE PROCEEDINGS. 100,000
    THE READING TEAM INC
    2090 ADAM CLAYTON POWELL JR BLVD
    New York,NY10027
    NONE PC TO SUPPORT THE EXPANSION OF THEIR PRESCHOOL SATELLITE PROGRAM. 100,000
    THE WRITING REVOLUTION INC
    22 CORTLANDT STREET 33RD FLOOR
    New York,NY10007
    NONE PC TO SUPPORT TRAINING TEACHERS IN WRITING CURRICULUM. 200,000
    THEATRE DEVELOPMENT FUND INC
    520 8TH AVENUE
    New York,NY10018
    NONE PC TO SUPPORT THE AUTISM THEATRE INITIATIVE. 25,000
    TRANSCEND INC
    159 LINCOLN AVENUE
    HASTINGSONHUDSON,NY10706
    NONE PC TO SUPPORT THE DEVELOPMENT OF THE NEW PILOT PROGRAM: REVOLUTIONAY EXPERIENCES. 75,000
    TRUSTEES OF TUFTS UNIVERSITY
    80 GEORGE STREET
    MEDFORD,MA02115
    NONE PC SUPPORT TO PROVIDE STUDENTS WITH STRONG ACADEMIC PROGRAMS, INNOVATIVE CO-CURRICULAR ACTIVITIES & RESEARCH OPPORTUNITIES TO SERVE AS LEDERS BOTH AT TUFTS AND THE COMMUNITY. 50,000
    TURNAROUND FOR CHILDREN INC
    25 WEST 45TH STREET 6TH FLOOR
    New York,NY10036
    NONE PC SUPPORT TO CONTINUE & EXPAND PROGRAMS THAT BUILD ADULT KNOWLEDGE ABOUT THE SCENCE OF LEARNING AND DEVELOPMENT. 50,000
    VOLUNTEER LAWYERS FOR THE ARTS INC
    1 EAST 53RD STREET 6TH FLOOR
    New York,NY10022
    NONE PC TO SUPORT THEIR ANNUAL GALA. 25,000
    VOLUNTEER OF LEGAL SERVICE INC
    40 WORTH STREET ROOM 820
    New York,NY10013
    NONE PC TO SUPPORT THE INCARCERATED MOTHERS LAW PROJECT. 35,000
    WRITOPIA LAB INC
    155 WEST 81ST STREET SUITE A
    New York,NY10024
    NONE PC For General Support. 20,000
    YM & YWHA OF WASHINGTON
    54 NAGLE AVENUE
    New York,NY10040
    NONE PC TO SUPPORT THE ORGANIZATION'S RESPONSE TO COVID-19. 10,000
    Total .................................bullet 3a 4,448,000
    bApproved for future payment
    BOOK TRUST
    789 SHERMAN STREET 300A
    DENVER,CO80203
    NONE PC FOR GENERAL SUPPORT 100,000
    BROOKLYN JESUIT PREP
    560 STERLING PLACE
    BROOKLYN,NY11238
    NONE PC SUPPORT THE RENOVATION OF THE BUILDING THAT IS THE SCHOOL'S NEW HOME. 5,000
    FRIENDS OF BRONX LAB INC
    800 EAST GUN HILL ROAD
    BRONX,NY10467
    NONE PC TO SUPPORT INCREASE NECESSARY TO SUCCESSFULLY SUPPORT ALL STUDENTS THROUGH THE PANDEMIC; PROCURE LAPTOPS & OTHER TECHNICAL EQUIPMENT AND SUPPORT FOR OPERATIONAL EXPENSES. 15,000
    STELLA & CHARLES GUTTMAN COMMUNITY COLEGE FOUNDATION INC
    50 WEST 40TH STREET
    NEW YORK,NY10018
    NONE PC SUPPORT OF TUTORING PROGRAM. 75,000
    MOBILIZATION FOR JUSTICE
    299 BROADWAY
    NEW YORK,NY10007
    NONE PC FOR GENERAL SUPPORT. 100,000
    PUBLICOLOR INC
    20 WEST 36TH STREET 9TH FLOOR
    NEW YORK,NY10016
    NONE PC IN SUPPORT OF 25TH ANNIVERSARY. 25,000
    SKADDEN FOUNDATION
    360 HAMILTON AVENUE
    WHITE PLAINS,NY10601
    NONE PF TO SUPPORT AN ADDITIONAL SKADDEN FELLOWSHIP. 150,000
    Total .................................bullet 3b 470,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 202,606  
    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 -1,340,759  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFederal Excise Tax Refund
        1 7,700  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -1,130,453 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -1,130,453
    (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: 20011424
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    American Jewish Committee165 E 56th Street
    New York,NY10022
    None PC For General Support. 20,000
    Association to Benefit Children419 East 86th Street
    New York,NY10028
    None PC Support early childhood mental health consulting and treatment for children from birth until eight years of age. 103,000
    Bank Street College of Education610 West 112th Street
    New York,NY10025
    None PC Support Bank Street's center on culture, race & equity's project to eliminate the pre-school to prison pipeline. 175,000
    Blue engine Inc142 West 57th Street 11th floor
    New York,NY10019
    none PC general support of educational programs. 75,000
    BROOKLYN BOTANIC GARDEN1000 WASHINGTON AVENUE
    BROOKLYN,NY11225
    NONE PC PROVIDE ESSENTIAL PROGRAMS AND RESOURCES FOR SCHOOLS, STUDENTS, TEACHERS, AND COMMUNITIES WHO DEPEND ON THE GARDEN'S WIDE-RANGING EDUCATION AND INFORMATION SERVICES. 50,000
    BROOKLYN FRIENDS SCHOOL375 PEARL STREET
    BROOKLYN,NY11201
    NONE PC TO SUPPORT HORIZONS AT BROOKLYN FRIENDS SCHOOL. 100,000
    BROOKLYN JESUIT PREP560 STERLING PLACE
    BROOKLYN,NY11238
    NONE PC SUPPORT TE RENOVATION OF THE BUILDING THAT IS THE SCHOOL'S NEW HOME. 5,000
    CHANCES FOR CHILDREN - NY INC850 SEVENTH AVENUE SUITE 703
    New York,NY10019
    NONE PC GENERAL SUPPORT. 235,000
    CITIZENS COMMITTEE FOR CHILDREN OF NEW YORK14 WALL STREET SUITE 4E
    New York,NY10001
    NONE PC GENERAL SUPPORT. 50,000
    CITIZENS SCHOOLS INC120 BROADWAY SUITE 220
    New York,NY10271
    NONE PC SUPPORT FOR A NEW SCHOOL PARTNERSHIP IN NEW YOK CITY. 25,000
    COMMUNITIES IN SCHOOLS INC2345 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202
    NONE PC GENERAL SUPPORT. 25,000
    DREAM1991 SECOND AVENUE
    New York,NY10029
    NONE PC SUPPORT FOR OPERATING EXPENSES AND EXPANSION OF THE HIGH SCHOOL. 300,000
    E L E M YOUTH IN DISTRESS INC270 MADISON AVENUE SUITE 1501
    New York,NY10016
    NONE PC SUPPORT TO HELP TROUBLED YOUTH IN ISRAEL. 10,000
    EQUAL JUSTICE INITIATIVE122 COMMERCE STREET
    MONTGOMERY,AL36104
    NONE PC TO SUPPORT END MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE US, TO CHALLENGE RACIAL & ECONOMIC INJUSTICE & TO PROTECT BASIC HUMAN RIGHTS FOR THE MOST VUNERABLE PEOPLE IN AMERICA. 20,000
    EXCELLENCE COMMUNITY SCHOOLS INC2090 SEVENTH AVENUE SUITE 605
    New York,NY10027
    NONE PC TO SUPPORT FEEDING FAMILIES INITIATIVE. 25,000
    EXTREME KIDS AND CREW INC71 SULLIVAN STREET
    BROOKLYN,NY11231
    NONE PC GENERAL SUPPORT. 5,000
    FENCERS CLUB INC229 WEST 28TH STREET 2ND FLOOR
    NEW YORK,NY10001
    NONE PC GENERAL SUPPORT. 25,000
    FOOD BANK FOR NEW YORK CITY39 BROADWAY 10TH FLOOR
    New York,NY10006
    NONE PC SUPPORT TO ENSURE THAT THE MOST VULNERABLE NEIGHBORS ACROSS NYC HAVE ACCESS TO FOOD AND RESOURCES THEY NEED 15,000
    FORDHAM UNIVERSITY LAW SCHOOL150 WEST 62ND STREET 7TH FLOOR
    New York,NY10023
    NONE PC SUPPORT TO OFFER FINANCIAL AID TO DESERVING STUDENTS AND PROVIDE VITAL RESOURCES TO EDUCATE THE NEXT GENERATION OF ETHICAL THINKERS AND LEADERS. 25,000
    FRIENDS OF BRONX LAB INC800 EAST GUN HILL ROAD
    BRONX,NY10467
    NONE PC TO SUPPORT INCREASE RESOURCES NECESSARY TO SUCCESSFULLY SUPPORT ALL STUDENTS THROUGH THE PANDEMIC; PROCURE LAPTOPS & OTHE RTECHNICAL EQUIPMENT AND SUPPORT FOR OPERATIONAL EXPENSES. 50,000
    GRAND STREET SETTLEMENT80 PITT STREET
    New York,NY10002
    NONE PC GENERAL SUPPORT. 10,000
    HARLEM ACADEMY1330 FIFTH AVENUE
    New York,NY10026
    NONE PC EMERGENCY GRANT TO PROIDE FINANCIALLY VULNERABLE FAMILIES WITH TECHNOLOGY; TO SUPPORT FUND THE THIRD YEAR OF THE SCHOOL'S TECHNOLOGY CAPACITY BUILDING INITIATIVE. 100,000
    ICAHN SCHOOL OF MEDICINE AT MOUNT SINAIONE GUSTAVE LEVY PLACE BOX 1049
    New York,NY10029
    NONE PC TO SUPPORT MOUNT SINAI'S COVID-19 RESPONSE FOR CARING OF NYC PATIENTS, EXPANDING ACCESS TO TESTING AND SEARCH FOR TREATMENTS AND A VACCINE. 200,000
    JOB PATH INC22 WEST 38TH STREET 11th floor
    New York,NY10018
    NONE PC EMERGENCY GRANT DUE TO THE PANDEMIC. 25,000
    LITERACY INC5030 BROADWAY
    New York,NY10034
    None PC SUPPORT CHANGES TO PROGRAMMING AS A RESULT OF THE PANDEMIC. 250,000
    MFJ LEGAL SERVICES INC299 BROADWAY
    New York,NY10007
    NONE PC SUPPORT CHANGES TO PROGRAMMING AS A RESULT OF THE PANDEMIC. 50,000
    MIT SLOAN ANNUAL FUND77 MASSACHUSETTS AVENUE E60-200
    CAMBRIDGE,MA02139
    NONE PC TO SUPPORT MIT'S HEALTH SYSTEMS ACADEMY FUND. 250,000
    MY MONEY WORKSHOP INC70 PINE BROOK ROAD
    BEDFORD,NY10506
    NONE PC SUPPORT TO PROVIDE FINANCIAL LITERACY CAPABILITIES TO YOUNG ADULTS (HIGH SCHOOL AND COLLEGE). 40,000
    NAACP LEGAL DEFENSE & EDUCATION40 RECTOR STREET 5TH FLOOR
    New York,NY10005
    NONE PC SUPPORT FOR 80TH ANNIVERSARY GALA AND THURGOOD MARSHALL INITIATIVE. 105,000
    NEW YORK LEGAL ASSISTANCE GROUP7 HANOVER SQUARE 18TH FLOOR
    New York,NY10004
    NONE PC GENERAL SUPPORT. 25,000
    NORTHERN WESTCHESTER HOSPITAL40 EAST MAIN STREET
    MT KISCO,NY10549
    NONE PC TO SUPPORT HEALTHCARE HEROES ON THE FRONTLINES RESPONDING TO THE CORONAVIRUS IMPACTING THE COMMUNITY. 25,000
    NOSILENCENOVIOLENCE INC16971 MEADOWLARK RD UNIT 3
    SAN DIEGO,CA92127
    NONE PC GENERAL SUPPORT. 50,000
    PUBLICOLOR INC20 WEST 36TH STREET 9TH FLOOR
    New York,NY10016
    NONE PC SUPPORT OF EARLY CHILDHOOD CENTERS, ANNUAL GALA FUNDRAISING, STUDENT STIPENDS, AND GENERAL SUPORT. 285,000
    READ ALLIANCE INC80 MAIDEN LANE 11th floor
    New York,NY10038
    NONE PC GENERAL SUPPORT. 75,000
    INCLUDENYC116 EAST 16TH STREET 5TH FLOOR
    New York,NY10038
    NONE PC SUPPORT AND REFERRALS FOR FAMILIES OF CHILDREN WITH DEVLOPMENTAL DELAYS OR DISABILITIES. 35,000
    ROOM TO GROW NATIONAL INC7 WEST 30TH STREET 3RD FLOOR
    New York,NY10001
    NONE PC TO ENABLE RTG TO EXPAND ITS CASELOAD CAPACITY & STAFF TRAINING, TO CONNECT WITH BRONX COMMUNITY ARTNERS AND TO MAINTAIN STRONG FAMILY CONNECTIONS. 185,000
    SECOND HARVEST OF SILICON VALLEY750 CURTNER AVENUE
    SAN JOSE,CA95125
    NONE PC EMERGENCY GRANT TO COPE WITH THE EFFECTS OF THE PANDEMIC. 15,000
    SIMPLY PUT INC41 WEST 83RD STREET
    New York,NY10024
    NONE PC SUPPORT OF GUIDE TO 2020 CENSUS. 10,000
    SPRINGBOARD COLLABORATIVE1500 JOHN F KENNEDY BLVD SUITE 1160
    PHILADELPHIA,PA19102
    NONE PC SUPPORT OF VIRTUAL ACADEMIC SERVICES FOR SUMMER OF 2020. 200,000
    STREETSQUASH INC40 WEST 116TH STREET
    New York,NY10026
    NONE PC SUPPORT GENERAL OPERATING EXPENSES. 25,000
    TEACHING MATTERS INC475 RIVERSIDE DR SUITE 1270
    New York,NY10115
    NONE PC EMERGENCY GRANT TO PROVIDE ONLINE TEACING FOR STUDENTS FROM GRADES KINDERGARTEN THROUGH 8TH WHO ARE LEARNED AT HOME WHILE NYC PUBLIC SCHOOLS ARE CLOSED DUE TO THE PANDEMIC. 75,000
    TECH KIDS UNLIMITED INC261 BROADWAY SUITE 8D
    New York,NY10007
    NONE PC SUPPORT EXPANDED REMOTE OFFERINGS IN RESPONSE TO THE COVID-19 CRISIS. 35,000
    THE ARMORY FOUNDATION216 FORT WASHINGTON AVENUE
    New York,NY10032
    NONE PC SUPPORT ATHLETIC AND EDUCATIONAL ACTIVITIES. 150,000
    THE CHILDRENS AID SOCIETY711 THIRD AVENUE 7TH FLOOR
    New York,NY10019
    NONE PC SUPPORT OF EARLY CHILDHOOD MENTAL HEALTH CONSULTING AND TREATMENT. 100,000
    THE DREAMYARD PROJECT INC1085 WASHINGTON AVENUE GROUND FLOOR
    BRONX,NY10456
    NONE PC SUPPORT OF A NEW EARLY CHILDHOOD CENTER. 50,000
    THE EDGE FOUNDATION2017 FAIRVIEW AVENUE E SUITE 1
    SEATTLE,WA98102
    NONE PC TO SUPPORT CREATION OF AN EARLY EXCUTIVE FUNCTION CIRRICULUM AND PROVIDE SPECIALIZED TRAINING TO IMPROVE THE QUALITY OF INTERACTIONS WITH CHILDREN & INSERTING COACHING SKILLS INTO CLASSROOM ACTIVITIES. 50,000
    THE LEGAL AID SOCIETY INC199 WATER STREET
    New York,NY10038
    NONE PC TO SUPPORT WORK THEY DO ON BEHALF OF CHILDREN WITH DISABILITIES WHO ARE INVOLVED IN CHILD WELFARE PROCEEDINGS. 100,000
    THE READING TEAM INC2090 ADAM CLAYTON POWELL JR BLVD
    New York,NY10027
    NONE PC TO SUPPORT THE EXPANSION OF THEIR PRESCHOOL SATELLITE PROGRAM. 100,000
    THE WRITING REVOLUTION INC22 CORTLANDT STREET 33RD FLOOR
    New York,NY10007
    NONE PC TO SUPPORT TRAINING TEACHERS IN WRITING CURRICULUM. 200,000
    THEATRE DEVELOPMENT FUND INC520 8TH AVENUE
    New York,NY10018
    NONE PC TO SUPPORT THE AUTISM THEATRE INITIATIVE. 25,000
    TRANSCEND INC159 LINCOLN AVENUE
    HASTINGSONHUDSON,NY10706
    NONE PC TO SUPPORT THE DEVELOPMENT OF THE NEW PILOT PROGRAM: REVOLUTIONAY EXPERIENCES. 75,000
    TRUSTEES OF TUFTS UNIVERSITY80 GEORGE STREET
    MEDFORD,MA02115
    NONE PC SUPPORT TO PROVIDE STUDENTS WITH STRONG ACADEMIC PROGRAMS, INNOVATIVE CO-CURRICULAR ACTIVITIES & RESEARCH OPPORTUNITIES TO SERVE AS LEDERS BOTH AT TUFTS AND THE COMMUNITY. 50,000
    TURNAROUND FOR CHILDREN INC25 WEST 45TH STREET 6TH FLOOR
    New York,NY10036
    NONE PC SUPPORT TO CONTINUE & EXPAND PROGRAMS THAT BUILD ADULT KNOWLEDGE ABOUT THE SCENCE OF LEARNING AND DEVELOPMENT. 50,000
    VOLUNTEER LAWYERS FOR THE ARTS INC1 EAST 53RD STREET 6TH FLOOR
    New York,NY10022
    NONE PC TO SUPORT THEIR ANNUAL GALA. 25,000
    VOLUNTEER OF LEGAL SERVICE INC40 WORTH STREET ROOM 820
    New York,NY10013
    NONE PC TO SUPPORT THE INCARCERATED MOTHERS LAW PROJECT. 35,000
    WRITOPIA LAB INC155 WEST 81ST STREET SUITE A
    New York,NY10024
    NONE PC For General Support. 20,000
    YM & YWHA OF WASHINGTON54 NAGLE AVENUE
    New York,NY10040
    NONE PC TO SUPPORT THE ORGANIZATION'S RESPONSE TO COVID-19. 10,000
    Total ...............................bullet 3a 4,448,000
    bApproved for future payment
    BOOK TRUST789 SHERMAN STREET 300A
    DENVER,CO80203
    NONE PC FOR GENERAL SUPPORT 100,000
    BROOKLYN JESUIT PREP560 STERLING PLACE
    BROOKLYN,NY11238
    NONE PC SUPPORT THE RENOVATION OF THE BUILDING THAT IS THE SCHOOL'S NEW HOME. 5,000
    FRIENDS OF BRONX LAB INC800 EAST GUN HILL ROAD
    BRONX,NY10467
    NONE PC TO SUPPORT INCREASE NECESSARY TO SUCCESSFULLY SUPPORT ALL STUDENTS THROUGH THE PANDEMIC; PROCURE LAPTOPS & OTHER TECHNICAL EQUIPMENT AND SUPPORT FOR OPERATIONAL EXPENSES. 15,000
    STELLA & CHARLES GUTTMAN COMMUNITY COLEGE FOUNDATION INC50 WEST 40TH STREET
    NEW YORK,NY10018
    NONE PC SUPPORT OF TUTORING PROGRAM. 75,000
    MOBILIZATION FOR JUSTICE299 BROADWAY
    NEW YORK,NY10007
    NONE PC FOR GENERAL SUPPORT. 100,000
    PUBLICOLOR INC20 WEST 36TH STREET 9TH FLOOR
    NEW YORK,NY10016
    NONE PC IN SUPPORT OF 25TH ANNIVERSARY. 25,000
    SKADDEN FOUNDATION360 HAMILTON AVENUE
    WHITE PLAINS,NY10601
    NONE PF TO SUPPORT AN ADDITIONAL SKADDEN FELLOWSHIP. 150,000
    Total ................................bullet 3b 470,000

    TY 2020 AccountingFeesSchedule
    Name:
    The Joseph H Flom Foundation
    EIN:
    13-3499384
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,061 3,531 0 0

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    The Joseph H Flom Foundation
    EIN:
    13-3499384
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    The Skadden Foundation
     
    360 Hamilton Avenue
    White Plains,NY10601
    2020-12-01 150,000 To support an additional Skadden Fellowship 0 0 12/29/2020   To the knowledge of the Foundation and based on the reports furnished by the grantee, no part of the grant was used for other than the intended purposes and no verification efforts have been considered necessary.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Joseph H Flom Foundation
    EIN:
    13-3499384
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Vanguard Index 500 Admiral 3,004,537 3,004,537
    Vanguard Small Cap Index 1,380,982 1,380,982
    Vanguard Total International 1,686,483 1,686,483
    DFA US Small Cap 0 0
    EuroPacific Growth Fund 2,459,111 2,459,111
    Baird Intermediate Fund 3,029,043 3,029,043
    Westwood Inc Opportunity Fund 1,792,147 1,792,147
    DFA US Large Cap 0 0
    Fidelity Real Estate Index Inst 0 0
    Invesco Oppenheimer SteelPath 0 0
    Cohen & Steer Instit Realty 993,625 993,625

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Joseph H Flom Foundation
    EIN:
    13-3499384
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIGHTHOUSE DIVERSIFIED FUND FMV 0 0

    TY 2020 OtherExpensesSchedule
    Name:
    The Joseph H Flom Foundation
    EIN:
    13-3499384
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Misc Expenses 343 0 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    The Joseph H Flom Foundation
    EIN:
    13-3499384
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Federal Excise Tax Refund 7,700 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    The Joseph H Flom Foundation
    EIN:
    13-3499384
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Description Amount
    Unrealized Gain 1,359,524


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Joseph H Flom Foundation
    EIN:
    13-3499384
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT CONSULTING 35,000 35,000 0 0
    CUSTODIAN FEES 5,029 5,029 0 0
    INSURANCE FEES 4,942 4,942 0 0


    TY 2020 TaxesSchedule
    Name:
    The Joseph H Flom Foundation
    EIN:
    13-3499384
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NY State Filing Fee 750 0 0 750