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 ACHELIS & BODMAN FOUNDATION
CO MANICE & BUDD LLP
Number and street (or P.O. box number if mail is not delivered to street address)420 LEXINGTON AVENUE NO 2803
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10170
A Employer identification number

13-6022018
B Telephone number (see instructions)

(212) 644-0322
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$135,710,267
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... 366,480 1,291,773  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,255,039
b Gross sales price for all assets on line 6a 38,100,963
7 Capital gain net income (from Part IV, line 2)... 4,915,948
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)....... 2,426,962 314,864 0
12 Total. Add lines 1 through 11........ 5,048,481 6,522,585 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 283,500 14,175 0 269,325
14 Other employee salaries and wages...... 81,889 8,189 0 73,700
15 Pension plans, employee benefits....... 84,900 8,490 0 76,410
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 78,290 39,145 0 39,145
c Other professional fees (attach schedule).... 269,669 251,659 0 37,500
17 Interest...............   320,169    
18 Taxes (attach schedule) (see instructions)... 141,559 13,371 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 109,800 10,980 0 98,820
21 Travel, conferences, and meetings....... 860 43 0 817
22 Printing and publications.......... 2,455 123 0 2,332
23 Other expenses (attach schedule)....... 60,353 687,548 0 55,884
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,113,275 1,353,892 0 653,933
25 Contributions, gifts, grants paid....... 5,642,400 5,642,400
26 Total expenses and disbursements. Add lines 24 and 25 6,755,675 1,353,892 0 6,296,333
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,707,194
b Net investment income (if negative, enter -0-) 5,168,693
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............. 356,364 264,737 264,737
2 Savings and temporary cash investments......... 2,053,460 1,929,726 1,929,726
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,091,317 Click to see attachment9,533,629 9,533,629
c Investments—corporate bonds (attach schedule)....... 336,397 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 110,771,951 Click to see attachment123,928,175 123,928,175
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment54,000 Click to see attachment54,000 Click to see attachment54,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 122,663,489 135,710,267 135,710,267
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........... 122,663,489 135,710,267
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)..... 122,663,489 135,710,267
30 Total liabilities and net assets/fund balances (see instructions). 122,663,489 135,710,267
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
122,663,489
2
Enter amount from Part I, line 27a .....................
2
-1,707,194
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
14,753,972
4
Add lines 1, 2, and 3 ..........................
4
135,710,267
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
135,710,267
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 ENDOWMENT PRIVATE EQUITY PARTNERS IV, LP - LOSS ON CLOSEOUT P    
c MCR MARYLAND LLC - LOSS ON CLOSEOUT P    
d HENGISTBURY FUND P    
e LIMITED PARTNERSHIPS RETURN OF CAPITAL P    
TIFF III LIMITED PARTNERSHIP GAINS (LOSSES) P    
COMMONFUND LIMITED PARTNERSHIP GAINS (LOSSES) P    
CARLYLE INTERNATIONAL ENERGY LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2006 LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2007 LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2008 LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PEP 2012 LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF SPECIAL OPPORTUNITIES FUND LIMITED PARTNERSHIP GAINS (LOSSES) P    
RCP SECONDARY LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2013 LIMITED PARTNERSHIP GAINS (LOSSES) P    
NEW CANAAN VI LIMITED PARTNERSHIP GAINS (LOSSES) P    
NEW CANAAN V LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2015 LIMITED PARTNERSHIP GAINS (LOSSES) P    
FORWARD VENTURES LIMITED PARTNERSHIP GAINS (LOSSES) P    
HIGHCLERE INTERNATIONAL LIMITED PARTNERSHIP GAINS (LOSSES) P    
PRIVATE ADVISORS SECONDARY FUND LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2009 LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2005 LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2014 LIMITED PARTNERSHIP GAINS (LOSSES) P    
SEACOAST CAPITAL PARTNERS III LIMITED PARTNERSHIP GAINS (LOSSES) P    
SEACOAST CAPITAL PARTNERS IV LIMITED PARTNERSHIP GAINS (LOSSES) P    
VERDAD JAPAN FUND LIMITED PARTNERSHIP GAINS (LOSSES) P    
ADD: AMOUNT ATTRIBUTABLE TO UBI 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 30,757,762   26,018,743 4,739,019
b 22,574   1,733,383 -1,710,809
c 1,941   775,112 -773,171
d 1,000,000   735,079 264,921
e 6,318,686   6,318,686 0
      -1,189
      -35,366
      -73,786
      -12,363
      89,479
      258,980
      239,432
      -198,968
      8,129
      167,875
      31,769
      162,847
      82,080
      3,819
      -50,204
      211,894
      48,191
      83,447
      1,087,598
      210,733
      -1,934
      63,729
      19,796
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       4,739,019
b       -1,710,809
c       -773,171
d       264,921
e       0
      -1,189
      -35,366
      -73,786
      -12,363
      89,479
      258,980
      239,432
      -198,968
      8,129
      167,875
      31,769
      162,847
      82,080
      3,819
      -50,204
      211,894
      48,191
      83,447
      1,087,598
      210,733
      -1,934
      63,729
      19,796
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 4,915,948
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 4,739,019
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 71,845
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 71,845
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 71,845
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 199,245
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 199,245
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 127,400
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet127,400 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.ACHELISBODMAN.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (212) 644-0322

    Located atbullet420 LEXINGTON AVENUENEW YORKNY ZIP+4bullet10017
    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
    RUSSELL P PENNOYER PRESIDENT/TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    JOHN N IRWIN III CHAIRMAN/TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    TATIANA POUSCHINE VICE PRESIDENT/TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    GEORGE MCCABE TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    HORACE I CRARY JR TREASURER/TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    JOHN B KRIEGER EXECUTIVE DIRECTOR/SECRETA
    40.00
    283,500 45,034 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    LESLIE LENKOWSKY TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    MAGDALENA ZAVALIA DE MIGUENS TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    OLIVER GRACE TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    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
    VICKI PULUSO ADMINISTRATIVE ASSIS
    40.00
    51,305 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    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
    PATHSTONE INV. ADVISORY FEES 167,375
    24 FEDERAL STREET 8TH FLOOR
    BOSTON,MA02110
    MANICE & BUDD RENT 109,800
    420 LEXINGTON AVENUE
    NEW YORK,NY10017
    CONDON O'MEARA MCGINTY & DONNELLY AUDIT/TAX SERVICES 55,130
    1 BATTERY PARK PLAZA 7TH FLOOR
    NEW YORK,NY10004
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1   0
    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 0
    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
    12,486,704
    b
    Average of monthly cash balances.......................
    1b
    3,010,146
    c
    Fair market value of all other assets (see instructions)................
    1c
    102,465,018
    d
    Total (add lines 1a, b, and c).........................
    1d
    117,961,868
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    117,961,868
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,769,428
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    116,192,440
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,809,622
    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
    5,809,622
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    71,845
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    71,845
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,737,777
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,737,777
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,737,777
    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
    6,296,333
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,296,333
    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
    6,296,333
    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 5,737,777
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 768,354
    b From 2016...... 433,583
    c From 2017...... 706,359
    d From 2018...... 489,557
    e From 2019...... 596,926
    fTotal of lines 3a through e........ 2,994,779
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 6,296,333
    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..... 5,737,777
    e Remaining amount distributed out of corpus 558,556
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,553,335
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    768,354
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    2,784,981
    10 Analysis of line 9:
    a Excess from 2016.... 433,583
    b Excess from 2017.... 706,359
    c Excess from 2018.... 489,557
    d Excess from 2019.... 596,926
    e Excess from 2020.... 558,556
    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 e-mail address of the person to whom applications should be addressed:
    JOHN B KRIEGER EXECUTIVE DIRECTOR
    420 LEXINGTON AVE SUITE 2803
    NEW YORK,NY10170
    (212) 644-0322
    bThe form in which applications should be submitted and information and materials they should include:
    NONPROFIT ORGANIZATIONS BASED IN NEW YORK CITY AND NORTHERN NEW JERSEY THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FALL WITHIN THE PROGRAM AREAS OF THE FOUNDATION ARE WELCOME TO SUBMIT AN INQUIRY OR PROPOSAL LETTER BY EMAIL TO APPLICATION@ACHELISBODMAN.ORG. (PLEASE DO NOT SEND FULL PROPOSALS UNLESS REQUESTED.) AN INITIAL INQUIRY TO THE ACHELIS AND BODMAN FOUNDATION SHOULD INCLUDE ONLY THE FOLLOWING ITEMS: 1. A PROPOSAL LETTER THAT BRIEFLY SUMMARIZES THE HISTORY OF THE PROJECT, NEED, OBJECTIVES, TIME PERIOD, KEY STAFF, PROJECT BUDGET, AND EVALUATION PLAN. 2. LATEST ANNUAL REPORT. 3. LATEST COMPLETE AUDITED FINANCIAL STATEMENTS. 4. IRS 501(C)(3) TAX-EXEMPTION LETTER.
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION GENERALLY DOES NOT MAKE GRANTS FOR THE FOLLOWING PURPOSES OR PROGRAM AREAS: -NONPROFIT ORGANIZATIONS OUTSIDE OF NEW YORK AND NEW JERSEY -ANNUAL APPEALS, DINNER FUNCTIONS, AND FUNDRAISING EVENTS -ENDOWMENTS AND CAPITAL CAMPAIGNS -LOANS AND DEFICIT FINANCING -DIRECT GRANTS TO INDIVIDUALS -INDIVIDUAL DAY-CARE AND AFTER-SCHOOL PROGRAMS -HOUSING -ORGANIZATIONS OR PROJECTS BASED OUTSIDE THE U.S. -SMALL ART, DANCE, MUSIC, AND THEATER GROUPS -INDIVIDUAL K-12 SCHOOLS (EXCEPT CHARTER SCHOOLS) -NATIONAL HEALTH AND MENTAL HEALTH ORGANIZATIONS -GOVERNMENT AGENCIES OR NONPROFIT ORGANIZATIONS SIGNIFICANTLY FUNDED OR REIMBURSED BY GOVERNMENT AGENCIES
    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
    ACTORS FUND OF AMERICA
    729 SEVENTH AVENUE 10TH FLOOR
    NEW YORK,NY10019
    NONE PC COVID-19 EMERGENCY ASSISTANCE FUND 25,000
    AFRICAN PARKS FOUNDATION OF AMERICA
    21 WEST 46TH STREET
    NEW YORK,NY10036
    NONE PC GENERAL OPERATING SUPPORT 3,000
    AMERICAN BALLET THEATRE
    890 BROADWAY
    NEW YORK,NY10003
    NONE PC GENERAL OPERATING SUPPORT 25,000
    AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
    1789 MASSACHUSETTS AVENUE
    NW WASHINGTON,DC20036
    NONE PC SCHOOLS AND COVID-19 TRACKER PROJECT 100,000
    AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
    1790 MASSACHUSETTS AVENUE
    NW WASHINGTON,DC20037
    NONE PC GENERAL OPERATING SUPPORT 1,000
    AMERICAN LEGISLATIVE EXCHANGE COUNCIL
    2900 CRYSTAL DRIVE SUITE 600
    ARLINGTON,VA22202
    NONE PC CIVICS EDUCATION INITIATIVE 50,000
    AMERICAN PURPOSE CO JEFFREY GEDMIN
    5316 42ND STREET
    WASHINGTON,DC20015
    NONE PC GENERAL OPERATING SUPPORT 40,000
    AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS
    6-8 CHARLTON STREET
    PRINCETON,NJ08540
    NONE PC DIGITAL HUMANITIES CENTER AND WEBINARS 50,000
    ANGLOSPHERE SOCIETY CO MS ROSEMARY SULLIVAN
    625 WYNDEMERE AVENUE
    RIDGEWOOD,NJ07450
    NONE PC A CONFERENCE, ACT IN TIME: PROTECTING IMPERILED CHRISTIANS IN ANCIENT AND OTHER LANDS 15,000
    ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY
    698 MILLS ROAD
    WEST POINT,NY10996
    NONE PC GENERAL OPERATING SUPPORT 2,000
    BALLET AND BEYOND NYC CO MICHELLE CAVE
    309 WEST 75TH STREET APT 5
    NEW YORK,NY10023
    NONE PC GENERAL OPERATING SUPPORT 25,000
    BENJAMIN RUSH INSTITUTE
    PO BOX 610-001
    DFW AIRPORT,TX75261
    NONE PC MEDICAL SCHOOL CHAPTERS IN NEW YORK, NEW JERSEY AND CONNECTICUT 50,000
    BIG BROTHERS BIG SISTERS OF COASTAL AND NORTHERN NJ
    305 BOND STREET 2ND FLOOR
    ASBURY PARK,NJ07712
    NONE PC GENERAL OPERATING SUPPORT 50,000
    BOROUGH OF MANHATTAN COMMUNITY COLLEGE
    199 CHAMBERS STREET ROOMS736
    NEW YORK,NY10007
    NONE PC STUDENTS EMERGENCY NEEDS 2,000
    BOWERY MISSION
    355 LEXINGTON AVENUE 19TH FLOOR
    NEW YORK,NY10017
    NONE PC COVID-19 RELIEF EFFORTS 25,000
    BOY SCOUTS OF AMERICA GREATER NEW YORK COUNCILS
    350 FIFTH AVENUE SUITE 7820
    NEW YORK,NY10118
    NONE PC SCOUTREACH PROGRAM 50,000
    BOY SCOUTS OF AMERICA NORTHERN NEW JERSEY COUNCIL
    25 RAMAPO VALLEY ROAD
    OAKLAND,NJ07436
    NONE PC SCOUTREACH PROGRAM 50,000
    BRAVER ANGELS
    420 LEXINGTON AVENUE ROOM 300
    NEW YORK,NY10170
    NONE PC COLLEGE DEBATES PROGRAM 50,000
    BRICK PRESBYTERIAN CHURCH
    62 EAST 92ND STREET
    NEW YORK,NY10128
    NONE PC BRICK WOMEN'S ASSOCIATION 1,000
    BRICK PRESBYTERIAN CHURCH
    63 EAST 92ND STREET
    NEW YORK,NY10128
    NONE PC GENERAL OPERATING SUPPORT 4,000
    BROOKLYN BOTANIC GARDEN
    1000 WASHINGTON AVENUE
    NEW YORK,NY11225
    NONE PC GENERAL OPERATING SUPPORT 50,000
    BROOKLYN JESUIT PREP
    560 STERLING PLACE
    BROOKLYN,NY11238
    NONE PC GENERAL OPERATING SUPPORT 25,000
    BROOKLYN WORKFORCE INNOVATIONS
    621 DEGRAW STREET
    BROOKLYN,NY11217
    NONE PC GENERAL OPERATING SUPPORT 50,000
    BRUNSWICK SCHOOL
    100 MAHER AVENUE
    GREENWICH,CT06830
    NONE PC GENERAL OPERATING SUPPORT 10,000
    CAMPAIGN AGAINST HUNGER
    2010 FULTON STREET
    BROOKLYN,NY11233
    NONE PC GENERAL OPERATING SUPPORT 25,000
    CANDID
    32 OLD SLIP 24TH FLOOR
    NEW YORK,NY10005
    NONE PC GENERAL OPERATING SUPPORT 10,000
    CARING CONTACT
    407 WEST DELILAH ROAD
    PLEASANTVILLE,NJ08232
    NONE PC GENERAL OPERATING SUPPORT 25,000
    CATHEDRAL HIGH SCHOOL OFFICE OF ADVANCEMENT AND ALUMNAE AFFAIRS
    350 EAST 56TH STREET
    NEW YORK,NY10022
    NONE PC GENERAL OPERATING SUPPORT 50,000
    CATHOLIC SCHOOLS FOUNDATION
    67 BATTERYMARCH STREET 6TH FLOOR
    BOSTON,MA02110
    NONE PC GENERAL OPERATING SUPPORT 20,000
    CHAMBER MUSIC SOCIETY OF LINCOLN CENTER
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE PC GENERAL OPERATING SUPPORT AND DIRECT CASH ASSISTANCE TO MUSICIANS 125,000
    CHILDREN'S SCHOLARSHIP FUND NEW YORK
    8 WEST 38TH STREET
    NEW YORK,NY10018
    NONE PC STAY IN SCHOOL FUND 50,000
    CHRISTODORA
    1 EAST 53RD STREET 14TH FLOOR
    NEW YORK,NY10022
    NONE PC GENERAL OPERATING SUPPORT 8,000
    CITY HARVEST
    6 EAST 32ND STREET FIFTH FLOOR
    NEW YORK,NY10016
    NONE PC COVID-19 RELIEF EFFORTS 25,000
    CITYMEALS-ON-WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017
    NONE PC GENERAL OPERATING SUPPORT 25,000
    CLARION MUSIC SOCIETY
    119 EAST 74TH STREET
    NEW YORK,NY10021
    NONE PC GENERAL OPERATING SUPPORT 4,000
    CLASSROOM INC
    123 WILLIAM STREET 12TH FLOOR
    NEW YORK,NY10038
    NONE PC READ TO LEAD PROGRAM IN TWO CATHOLIC SCHOOLS IN NEW YORK CITY 50,000
    COLD SPRING HARBOR LABORATORY
    ONE BUNGTOWN ROAD
    COLD SPRING HARBOR,NY11724
    NONE PC DNA LEARNING CENTER NEW YORK CITY 100,000
    COLD SPRING HARBOR LABORATORY
    ONE BUNGTOWN ROAD
    COLD SPRING HARBOR,NY11724
    NONE PC RESEARCH TO DEVELOP EFFECTIVE THERAPEUTIC STRATEGIES TO TREAT SEVERE COVID-19 INFECTION 100,000
    COMMITTEE TO PROTECT JOURNALISTS
    509 WEST 38TH STREET 5TH FLOOR
    NEW YORK,NY10018
    NONE PC EMERGENCIES RESPONSE TEAM 25,000
    CRISTO REY BROOKLYN HIGH SCHOOL
    710 EAST 37TH STREET
    BROOKLYN,NY11203
    NONE PC GENERAL OPERATING SUPPORT 25,000
    CRISTO REY NEW YORK HIGH SCHOOL
    112 EAST 106TH STREET
    NEW YORK,NY10029
    NONE PC GENERAL OPERATING SUPPORT 50,000
    DARTMOUTH NATURAL RESOURCES TRUST
    404 ELM STREET
    DARTMOUTH,MA02748
    NONE PC GENERAL OPERATING SUPPORT 2,000
    DE LA SALLE ACADEMY
    332 WEST 43RD STREET
    NEW YORK,NY10036
    NONE PC GENERAL OPERATING SUPPORT 25,000
    DOMINICAN ACADEMY 4
    4 EAST 68TH STREET
    NEW YORK,NY10065
    NONE PC GENERAL OPERATING SUPPORT 50,000
    EAST HARLEM SCHOOL AT EXODUS HOUSE
    309 EAST 103RD STREET
    NEW YORK,NY10029
    NONE PC GENERAL OPERATING SUPPORT 50,000
    EMPIRE CENTER FOR PUBLIC POLICY
    100 STATE STREET SUITE 410
    ALBANY,NY12207
    NONE PC PREVENTING THE NEXT PANDEMIC 50,000
    ENGLISH-SPEAKING UNION OF THE UNITED STATES
    144 EAST 39TH STREET
    NEW YORK,NY10016
    NONE PC 2021 NATIONAL SHAKESPEARE COMPETITION 30,000
    FOOD BANK FOR NEW YORK CITY
    39 BROADWAY 10TH FLOOR
    NEW YORK,NY10006
    NONE PC COVID-19 RELIEF EFFORTS 25,000
    FOUNDATION FOR CULTURAL REVIEW
    900 BROADWAY SUITE 602
    NEW YORK,NY10003
    NONE PC GENERAL OPERATING SUPPORT 2,000
    FOUNTAIN HOUSE
    425 WEST 47TH STREET
    NEW YORK,NY10036
    NONE PC GENERAL OPERATING SUPPORT 50,000
    FRESH AIR FUND
    633 THIRD AVENUE 14TH FLOOR
    NEW YORK,NY10017
    NONE PC GENERAL OPERATING SUPPORT 20,000
    FRIENDS OF THE LOBKOWICZ COLLECTIONS
    PO BOX 814
    DOVER,MA02030
    NONE PC GENERAL OPERATING SUPPORT 2,000
    FULFILL OF MONMOUTH AND OCEAN COUNTY
    3300 ROUTE 66
    NEPTUNE,NJ07753
    NONE PC COVID-19 RELIEF EFFORTS 25,000
    FUTURES IN EDUCATION FOUNDATION
    243 PROSPECT PARK
    WEST BROOKLYN,NY11215
    NONE PC COVID-19 EMERGENCY RELIEF FUND 50,000
    GARDEN STATE INITIATIVE
    PO BOX 9180
    MORRISTOWN,NJ07963
    NONE PC GENERAL OPERATING SUPPORT 25,000
    GEORGE JACKSON ACADEMY
    104 ST MARKS PLACE
    NEW YORK,NY10009
    NONE PC GENERAL OPERATING SUPPORT 25,000
    GETTING OUT AND STAYING OUT
    75 EAST 116TH STREET
    NEW YORK,NY10029
    NONE PC GENERAL OPERATING SUPPORT 50,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET 6TH FLOOR
    NEW YORK,NY10036
    NONE PC GENERAL OPERATING SUPPORT 4,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    50 WEST 45TH STREET 6TH FLOOR
    NEW YORK,NY10036
    NONE PC CAPITAL CAMPAIGN 4,000
    GODDARD RIVERSIDE COMMUNITY CENTER
    593 COLUMBUS AVENUE
    NEW YORK,NY10024
    NONE PC GENERAL OPERATING SUPPORT 25,000
    GOD'S LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013
    NONE PC COVID-19 RELIEF EFFORTS 25,000
    GOTHAM CENTER FOR NEW YORK CITY HISTORY CUNY THE GRADUATE SCHOOL AND UNIVER
    365 FIFTH AVENUE ROOM 6103
    NEW YORK,NY10016
    NONE PC DIGITAL HISTORY OF THE AMERICAN REVOLUTION IN NEW YORK CITY 50,000
    GRACE OUTREACH
    378 EAST 151ST STREET FIFTH FLOOR
    BRONX,NY10455
    NONE PC GENERAL OPERATING SUPPORT 50,000
    GREENWICH COUNTRY DAY SCHOOL
    401 OLD CHURCH
    ROAD GREENWICH,CT06830
    NONE PC CAPITAL CAMPAIGN 4,000
    HARLEM ACADEMY
    1330 FIFTH AVENUE
    NEW YORK,NY10026
    NONE PC GENERAL OPERATING SUPPORT 50,000
    HARLEM EDUCATIONAL ACTIVITIES FUND
    2090 SEVENTH AVENUE TENTH FLOOR
    NEW YORK,NY10027
    NONE PC GENERAL OPERATING SUPPORT 2,000
    HART ISLAND PROJECT
    PO BOX 4327
    NEW YORK,NY10163
    NONE PC GENERAL OPERATING SUPPORT 20,000
    HEALTHCARE CHAPLAINCY
    505 EIGHTH AVENUE SUITE 900
    NEW YORK,NY10018
    NONE PC GENERAL OPERATING SUPPORT 50,000
    COMMUNITY PARTNERS - HEART FORWARD LA
    100 N ALMEDA ST SUITE 240
    LOS ANGELES,CA90012
    NONE PC GENERAL OPERATING SUPPORT 10,000
    HENRY STREET SETTLEMENT
    265 HENRY STREET
    NEW YORK,NY10002
    NONE PC EMPLOYMENT SERVICES DIVISION 50,000
    HISPANIC SOCIETY MUSEUM & LIBRARY
    613 WEST 155TH STREET
    NEW YORK,NY10032
    NONE PC GENERAL OPERATING SUPPORT 50,000
    HOLY APOSTLES SOUP KITCHEN
    296 NINTH AVENUE
    NEW YORK,NY10001
    NONE PC GENERAL OPERATING SUPPORT 20,000
    HOLY APOSTLES SOUP KITCHEN
    296 NINTH AVENUE
    NEW YORK,NY10001
    NONE PC GENERAL OPERATING SUPPORT 25,000
    HOPE LINE
    421 EAST 155TH STREET
    BRONX,NY10455
    NONE PC GENERAL OPERATING SUPPORT 25,000
    HOPE PROGRAM
    1 SMITH STREET
    BROOKLYN,NY11201
    NONE PC GENERAL OPERATING SUPPORT 50,000
    HOSPITAL FOR SPECIAL SURGERY
    535 EAST 70TH STREET
    NEW YORK,NY10021
    NONE PC PERSONALIZING TREATMENT FOR CHILDREN AFFECTED BY JUVENILE DERMATOMYOSITIS 80,000
    HOTCHKISS SCHOOL ALUMNI & DEVELOPMENT OFFICE
    11 INTERLAKEN ROAD
    LAKEVILLE,CT06039
    NONE PC GENERAL OPERATING SUPPORT 4,000
    HUDSON INSTITUTE
    1201 PENNSYLVANIA AVENUE NW SUITE
    400
    WASHINGTON,DC20004
    NONE PC RESEARCH ON CHINA 250,000
    INNER-CITY SCHOLARSHIP FUND
    1011 FIRST AVENUE
    NEW YORK,NY10022
    NONE PC COVID-19 EMERGENCY SCHOLARSHIP FUND 50,000
    ISLAND HEALTH PROJECT
    PO BOX 344
    FISHERS ISLAND,NY06390
    NONE PC GENERAL OPERATING SUPPORT 2,000
    ISLAND HEALTH PROJECT
    PO BOX 344
    FISHERS ISLAND,NY06390
    NONE PC GENERAL OPERATING SUPPORT 2,000
    JACKSON LABORATORY ADVANCEMENT OFFICE
    PO BOX 254
    BAR HARBOR,ME04609
    NONE PC THE DEVELOPMENT OF NEW MOUSE MODELS FOR COVID-19 RESEARCH 75,000
    JUILLIARD SCHOOL
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE PC PROFESSIONAL APPRENTICE PROGRAM 50,000
    KITE & KEY MEDIA
    137 MONTAGUE STREET 132
    BROOKLYN,NY11201
    NONE PC GENERAL OPERATING SUPPORT 50,000
    LENOX HILL NEIGHBORHOOD HOUSE
    331 EAST 70TH STREET
    NEW YORK,NY10021
    NONE PC GENERAL OPERATING SUPPORT 25,000
    LIGHTHOUSE WORKS
    1070 MONTAUK AVENUE305
    FISHERS ISLAND,NY06390
    NONE PC GENERAL OPERATING SUPPORT 1,600
    LITTLE SISTERS OF THE POOR QUEEN OF PEACE RESIDENCE
    110-30 221ST STREET
    QUEENS VILLAGE,NY11429
    NONE PC ANNUAL CAMPAIGN 2,000
    LUNCH BREAK
    121 DRS JAMES PARKER BOULEVARD
    RED BANK,NJ07701
    NONE PC GENERAL OPERATING SUPPORT 20,000
    LUNCH BREAK
    121 DRS JAMES PARKER BOULEVARD
    RED BANK,NJ07701
    NONE PC COVID-19 RELIEF EFFORTS 25,000
    MANHATTAN INSTITUTE FOR POLICY RESEARCH
    52 VANDERBILT AVENUE
    NEW YORK,NY10017
    NONE PC IDENTITY POLITICS INITIATIVE 75,000
    MANHATTAN INSTITUTE FOR POLICY RESEARCH
    52 VANDERBILT AVENUE
    NEW YORK,NY10017
    NONE PC PARENT TOOLKIT 50,000
    MANHATTAN INSTITUTE FOR POLICY RESEARCH
    52 VANDERBILT AVENUE
    NEW YORK,NY10017
    NONE PC FOSTERING RESILIENCE AND GROWTH IN THE POST-COVID ERA 100,000
    MOTHER HUBBARD'S CUPBOARD
    1100 WEST ALLEN STREET SUITE A
    BLOOMINGTON,IN47403
    NONE PC GENERAL OPERATING SUPPORT 2,000
    MUSICIANS FOUDATION 875
    SIXTH AVENUE
    NEW YORK,NY10001
    NONE PC CV19 EMERGENCY AID GRANT PROGRAM 25,000
    MUSTARD SEED SCHOOL
    422 WILLOW AVENUE
    HOBOKEN,NJ07030
    NONE PC GENERAL OPERATING SUPPORT 800
    MUSTARD SEED SCHOOL
    422 WILLOW AVENUE
    HOBOKEN,NJ07030
    NONE PC GENERAL OPERATING SUPPORT 25,000
    MYFACE
    333 EAST 30TH STREET LOBBY UNIT
    NEW YORK,NY10016
    NONE PC CENTER FOR CRANIOFACIAL CARE 50,000
    NATIONAL COUNCIL ON TEACHER QUALITY
    1120 G STREET NW SUITE 800
    WASHINGTON,DC20005
    NONE PC COVID POLICY TRACKER 50,000
    NATIONAL LIGHTHOUSE MUSEUM PROMENADE AT LIGHTHOUSE POINT
    200
    STATEN ISLAND,NY10301
    NONE PC GENERAL OPERATING SUPPORT 25,000
    NEW MUSIC USA
    90 BROAD STREET 1902
    NEW YORK,NY10004
    NONE PC NEW MUSIC SOLIDARITY FUND 25,000
    NEW YORK BLOOD CENTER
    310 EAST 67TH STREET
    NEW YORK,NY10021
    NONE PC RESEARCH ON CONVALESCENT PLASMA TO TREAT OR PREVENT COVID-19 100,000
    NEW YORK CARES
    65 BROADWAY 19TH FLOOR
    NEW YORK,NY10006
    NONE PC GENERAL SUPPORT, INCLUDING COVID-19 RELIEF EFFORTS 50,000
    NEW YORK CITY BALLET DAVID H KOCH THEATER
    20 LINCOLN CENTER
    NEW YORK,NY10023
    NONE PC GENERAL OPERATING SUPPORT 25,000
    NEW YORK COMMON PANTRY
    8 EAST 109TH STREET
    NEW YORK,NY10029
    NONE PC GENERAL OPERATING SUPPORT 20,000
    NEW YORK COMMON PANTRY
    8 EAST 109TH STREET
    NEW YORK,NY10029
    NONE PC GENERAL OPERATING SUPPORT 25,000
    NEW YORK COMMUNITY TRUST
    909 THIRD AVENUE
    NEW YORK,NY10022
    NONE PC COVID-19 RESPONSE & IMPACT FUND 25,000
    NEW YORK PHILHARMONIC AVERY FISHER HALL
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE PC GENERAL OPERATING SUPPORT 50,000
    NEW YORK PUBLIC LIBRARY FOR THE PERFORMING ARTS DOROTHY AND LEWIS B CULLMA
    40 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE PC RETROSPECTIVE CONVERSION OF CHAMBER MUSIC SCORES INTO DIGITAL FORMAT 50,000
    NEWARK BOYS CHORUS SCHOOL
    1016 BROAD STREET
    NEWARK,NJ07102
    NONE PC GENERAL OPERATING SUPPORT 50,000
    NORTHWELL HEALTH FOUNDATION
    2000 MARCUS AVENUE
    NEW HYDE PARK,NY11042
    NONE PC RESEARCH ON COVID-19 50,000
    PART OF THE SOLUTION
    2759 WEBSTER AVENUE
    BRONX,NY10458
    NONE PC GENERAL OPERATING SUPPORT 25,000
    PARTNERSHIP SCHOOLS
    1011 FIRST AVENUE SUITE 1800
    NEW YORK,NY10022
    NONE PC GENERAL OPERATING SUPPORT 50,000
    PARTNERSHIP TO END HUMAN TRAFFICKING
    152 EAST PUTNAM AVENUE PO BOX 23
    COS COB,CT06807
    NONE PC GENERAL OPERATING SUPPORT 30,000
    PERSUASION
    1806 KALORAMA RD NW UNIT 3
    WASHINGTON,DC20009
    NONE PC GENERAL OPERATING SUPPORT 40,000
    PHYSICIANS ORGANIZING COMMITTEE
    450 SUTTER STREET SUITE 1812
    SAN FRANCISCO,CA94108
    NONE PC GENERAL OPERATING SUPPORT 15,000
    PROJECT HOSPITALITY
    100 PARK AVENUE
    STATEN ISLAND,NY10302
    NONE PC GENERAL OPERATING SUPPORT 25,000
    PROSPECT PARK ALLIANCE
    95 PROSPECT PARK
    WEST BROOKLYN,NY11215
    NONE PC GENERAL OPERATING SUPPORT 50,000
    PUBLIC THEATER
    425 LAFAYETTE STREET
    NEW YORK,NY10003
    NONE PC TEACHING TEACHERS PROGRAM AND THE HUNTS POINT CHILDRENS SHAKESPEARE ENSEMBLE 25,000
    RED BULL THEATER
    191 SEVENTH AVENUE SUITE 2S
    NEW YORK,NY10011
    NONE PC SHAKESPEARE IN SCHOOLS PROGRAM 25,000
    REGIS HIGH SCHOOL
    55 EAST 84TH STREET
    NEW YORK,NY10028
    NONE PC REACH PROGRAM 50,000
    RIVER FUND
    89-11 LEFFERTS BOULEVARD
    RICHMOND HILL,NY11418
    NONE PC GENERAL OPERATING SUPPORT 25,000
    ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10021
    NONE PC HIGH-THROUGHPUT AND SPECTROSCOPY RESOURCE CENTER 300,000
    ROSENWALD PARK CAMPAIGN
    19 MAPLEWOOD PARK COURT
    BETHESDA,MD20814
    NONE PC GENERAL OPERATING SUPPORT 1,000
    SAINT IGNATIUS SCHOOL
    740 MANIDA STREET
    BRONX,NY10474
    NONE PC GENERAL OPERATING SUPPORT 25,000
    SALVATION ARMY GREATER NEW YORK DIVISION
    120 WEST 14TH STREET
    NEW YORK,NY10011
    NONE PC COVID-19 RELIEF EFFORTS 25,000
    SAVE THE CHILDREN FEDERATION
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825
    NONE PC DISASTER RELIEF EFFORTS IN BEIRUT, LEBANON, FOLLOWING THE EXPLOSION ON AUGUST 4 50,000
    SCHOLARSHIP FUND FOR INNER-CITY CHILDREN
    171 CLIFTON AVENUE P O BOX 9500
    NEWARK,NJ07104
    NONE PC EMERGENCY CAMPAIGN FOR STUDENTS 50,000
    SCHOOL OF AMERICAN BALLET
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE PC GENERAL OPERATING SUPPORT 25,000
    SEARCH AND CARE
    1844 SECOND AVENUE
    NEW YORK,NY10128
    NONE PC GENERAL OPERATING SUPPORT 20,000
    SEARCH AND CARE
    1844 SECOND AVENUE
    NEW YORK,NY10128
    NONE PC GENERAL OPERATING SUPPORT 25,000
    SETON EDUCATION PARTNERS
    1562 FIRST AVENUE NO 205-2219
    NEW YORK,NY10028
    NONE PC COVID-19 EMERGENCY FAMILY SUPPORT FUND 25,000
    SISTERS OF LIFE
    38 MONTEBELLO ROAD
    SUFFERN,NY10901
    NONE PC GENERAL OPERATING SUPPORT 1,000
    SMART APPROACHES TO MARIJUANA
    107 S WEST STREET 757
    ALEXANDRIA,VA22314
    NONE PC PUBLIC EDUCATION ACTIVITIES IN NEW YORK AND CONNECTICUT 50,000
    ST BENEDICT'S PREPARATORY SCHOOL
    520 DR MARTIN LUTHER KING JR BLVD
    NEWARK,NJ07102
    NONE PC GENERAL OPERATING SUPPORT 25,000
    ST JOHN'S BREAD AND LIFE
    795 LEXINGTON AVENUE
    BROOKLYN,NY11221
    NONE PC GENERAL OPERATING SUPPORT 20,000
    ST JOHN'S BREAD AND LIFE
    795 LEXINGTON AVENUE
    BROOKLYN,NY11221
    NONE PC GENERAL OPERATING SUPPORT 25,000
    STATEN ISLAND GIVING CIRCLE
    PO BOX 120301
    STATEN ISLAND,NY10312
    NONE PC GENERAL OPERATING SUPPORT 3,000
    STUDENT FREE PRESS ASSOCIATION
    PO BOX 76
    HILLSDALE,MI49242
    NONE PC GENERAL OPERATING SUPPORT 30,000
    STUDENTPARTNER ALLIANCE
    561 SPRINGFIELD AVENUE
    SUMMIT,NJ07901
    NONE PC SCHOLARSHIPS 25,000
    STUDENT SPONSOR PARTNERS
    424 MADISON AVENUE SUITE 1002
    NEW YORK,NY10017
    NONE PC HARDSHIP FUND 50,000
    TARGET MARGIN THEATER
    232 52ND STREET
    BROOKLYN,NY11220
    NONE PC GENERAL OPERATING SUPPORT 25,000
    THEATRE DEVELOPMENT FUND
    520 EIGHTH AVENUE SUITE 801
    NEW YORK,NY10018
    NONE PC GENERAL OPERATING SUPPORT 25,000
    THRIVE FOR LIFE PRISON PROJECT
    30 WEST 16TH STREET
    NEW YORK,NY10011
    NONE PC GENERAL OPERATING SUPPORT 25,000
    TRI-COUNTY SCHOLARSHIP FUND
    14 WEST MAIN STREET
    MENDHAM,NJ07945
    NONE PC SCHOLARSHIPS 25,000
    UNITED WAY OF MONROE COUNTY
    441 S COLLEGE AVENUE
    BLOOMINGTON,IN47403
    NONE PC GENERAL OPERATING SUPPORT 1,000
    UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK
    184 ELDRIDGE STREET
    NEW YORK,NY10002
    NONE PC SUPPORT SERVICES FOR HOMEBOUND SENIORS 20,000
    VAN CORTLANDT PARK ALLIANCE
    80 VAN CORTLANDT PARK SOUTH SUITE
    E1
    BRONX,NY10463
    NONE PC GENERAL OPERATING SUPPORT 25,000
    VISITING NEIGHBORS
    3 WASHINGTON SQUARE VILLAGE SUITE
    1F
    NEW YORK,NY10012
    NONE PC GENERAL OPERATING SUPPORT 20,000
    VISITING NEIGHBORS
    3 WASHINGTON SQUARE VILLAGE SUITE
    1F
    NEW YORK,NY10012
    NONE PC GENERAL OPERATING SUPPORT 25,000
    WEST SIDE CAMPAIGN AGAINST HUNGER
    263 WEST 86TH STREET
    NEW YORK,NY10024
    NONE PC GENERAL OPERATING SUPPORT 20,000
    WEST SIDE CAMPAIGN AGAINST HUNGER
    263 WEST 86TH STREET
    NEW YORK,NY10024
    NONE PC COVID-19 RELIEF EFFORTS 25,000
    WILD BIRD FUND
    565 COLUMBUS AVENUE
    NEW YORK,NY10024
    NONE PC GENERAL OPERATING SUPPORT 2,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY10460
    NONE PC WCS WILDLIFE VIRUS ACTION PLAN WILDLIFE CONSERVANCY SOCIETY 100,000
    WOODSON CENTER
    1625 K STREET NW SUITE 1200
    WASHINGTON,DC20006
    NONE PC 1778 UNITES CAMPAIGN 50,000
    XAVIER HIGH SCHOOL
    30 WEST 16TH STREET
    NEW YORK,NY10011
    NONE PC SCHOLARSHIPS 50,000
    YOUNG AMERICANS FOR LIBERTY
    500 NORTH CAPITAL OF TEXAS HIGHWAY
    BLDG 5 SUITE 100
    AUSTIN,TX78746
    NONE PC GENERAL OPERATING SUPPORT 20,000
    CONTACT OF OCEAN AND MONOUTH COUNTIES
    PO BOX 1121
    TOMS RIVER,NJ08754
    NONE PC GENERAL OPERATING SUPPORT 25,000
    GLOBAL WARMING POLICY FOUNDATION (AMERICAN FRIENDS OF)
    PO BOX 186
    NORTH LAKE,WI53064
    NONE PC RESEARCH PROJECT - EUROPE'S GREEN EXPERIMENT: A COSTLY FAILURE IN UNILATERAL CLIMATE POLICY 50,000
    Total .................................bullet 3a 5,642,400
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....   7,891 14 358,589  
    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 ............
      -19,796 18 2,274,835  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINCOME FROM LIMITED PARTNERSHIPS
        14 2,422,563  
    bADD: AMOUNT ATTRIBUTABLE TO UBIT   -222,616 14 222,616  
    cOTHER INVESTMENT INCOME     14 4,399  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -234,521 5,283,002 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,048,481
    (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

    TY 2020 AccountingFeesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDITING AND TAX SERVICES 55,130 27,565 0 27,565
    BOOKKEEPING SERVICES 23,160 11,580 0 11,580

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LINCOLN NATL CORP 86,483 86,483
    LIONS GATE ENTERTAINMENT CORPORATION 523,152 523,152
    LUMENTUM HOLDINGS INC 62,568 62,568
    MACROGENICS INC 8,458 8,458
    MADISON SQUARE GARDEN CO - WI 20,435 20,435
    MATCH GROUP 58,511 58,511
    MICRON TECHNOLOGY INC 458,598 458,598
    NLIGHT INC COM 26,120 26,120
    PFIZER INC 426,996 426,996
    PLUG POWER, INC. 136,013 136,013
    LIMELIGHT NETWORKS 4,668 4,668
    LIBERTY SIRIUSXM GROUP 17,276 17,276
    LIBERTY GLOBAL PLC 85,589 85,589
    I I - V I INC 58,641 58,641
    IAC INTERACTIVECORP 34,083 34,083
    IMMUNOGEN INC 6,837 6,837
    INTERCEPT PHARMACEUTICALS INC 3,952 3,952
    INTRACELLULAR THERAPIES 10,176 10,176
    IONIS PHARMACEUTICALS 26,008 26,008
    IRIDIUM COMMUNICATIONS INC 49,156 49,156
    KANSAS CITY SOUTHERN 36,743 36,743
    LAM RESH CORP 85,009 85,009
    LAS VEGAS SANDS CORP. 25,032 25,032
    WPX ENERGY INC 265,690 265,690
    LEXICON PHARMACEUTICALS INC 4,720 4,720
    LIBERTY MEDIA CORP 1,566 1,566
    HEXCEL CORP NEW COM 15,517 15,517
    PROTHENA CORP PLC 4,203 4,203
    Q O R V O INC 88,788 88,788
    TUTOR PERINI CORPORATION 6,604 6,604
    ULTRA CLEAN HOLDINGS 8,410 8,410
    ULTRAGENYX PHARMACEUTICAL INC. 20,764 20,764
    UNIFI INC 4,896 4,896
    UNITED RENTALS INC 84,183 84,183
    URBAN OUTFITTERS INC 330,240 330,240
    VIACOM CBS INC CLASS B 305,532 305,532
    VIAVI SOLUTIONS INC 23,361 23,361
    VISHAY INTERTECHNOLOGY INC 15,947 15,947
    WABTEC CORP 387,960 387,960
    WALT DISNEY CO 181,180 181,180
    WERNER ENTERPRISES INC. 18,826 18,826
    WHIRLPOOL CORP 78,333 78,333
    WORLD WRESTLING ENTERTAINMENT 7,207 7,207
    TRIMBLE NAV LTD 56,754 56,754
    PTC THERAPEUTICS 7,934 7,934
    TELOS CORPORATION 13,192 13,192
    QEP RESOURCES INC. 3,083 3,083
    RAYMOND JAMES FINANCIAL INC 22,961 22,961
    REGENERON PHARMACEUTICALS INC 38,649 38,649
    REGIONS FINL CORP 393,328 393,328
    ROBERT HALF INTERNATIONAL INC 18,119 18,119
    ROGERS CORP 18,635 18,635
    ROYAL CARIBBEAN CRUISES 37,345 37,345
    SAGE THERAPEUTICS 6,921 6,921
    SAREPTA THERAPEUTICS INC 12,787 12,787
    SEAGEN INC 52,542 52,542
    SEAWORLD ENTERTAINMENT INC 35,381 35,381
    TEGNA INC 17,856 17,856
    TENABLE HLDGS INC COM 33,969 33,969
    HELMRICH & PAYNE INCORPORATED 4,864 4,864
    C A E INC COM 26,076 26,076
    AXALTA COATING SYSTEMS LTD 428,250 428,250
    AMBARELLA INC 48,665 48,665
    CYTOKINETICS INC 8,520 8,520
    CYRUSONE INC 32,186 32,186
    AMYRIS INC 5,558 5,558
    CUMMINS INC 29,523 29,523
    CUBIC CORP 32,261 32,261
    CORNING INC 212,400 212,400
    CORBUS PHARMACEUTICALS HLDGS 1,838 1,838
    COMMVAULT SYSTEMS INC 18,272 18,272
    COGNEX CORP 65,031 65,031
    CLOVIS ONCOLOGY INC 3,888 3,888
    BANK OF AMERICA CORP 390,999 390,999
    BERKSHIRE HATHAWAY INC CL B 440,553 440,553
    BOYD GAMING CORP 61,376 61,376
    CARA THERAPEUTICS INC. 6,354 6,354
    DIGITAL REALTY TRUST 50,782 50,782
    ADVANCED ENERGY INDS INC. 26,182 26,182
    HCA HEALTHCARE INC 78,119 78,119
    HANESBRANDS INC. 309,023 309,023
    GRAPHIC PACKAGING HLDG CO 347,270 347,270
    GENERAL MOTORS 341,448 341,448
    AERIE PHARMACEUTICALS 9,457 9,457
    FORM FACTOR INC 33,556 33,556
    DISCOVERY COMMUNICATIONS - C 23,309 23,309
    AT&T INC. 434,276 434,276
    FIBROGEN INC 8,160 8,160
    ATARA BIOTHERAPEUTICS INC. 10,600 10,600
    DUPONT DE NEMOURS INC 440,882 440,882
    FIREEYE INC 207,309 207,309
    ESPERION THERAPEUTICS INC 8,320 8,320
    AEROVIRONMENT INC. 26,939 26,939
    EW SCRIPPS CO 7,798 7,798
    FARO TECHNOLOGIES INC 33,549 33,549
    FEDEX CORP 415,392 415,392
    EVOQUA WATER TECHNOLOGIES CORP. 30,757 30,757

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TIFF PRVT EQUITY PARTNERS 2015 FMV 4,716,019 4,716,019
    TIFF SECONDARY PARTNERS 2006 FMV 52,553 52,553
    TIFF SECONDARY PARTNERS 2005 FMV 246,018 246,018
    TIFF SECONDARY PARTNERS 2007 FMV 1,051,026 1,051,026
    APOLLO EUROPEAN PRIN. FINANCE FUND III FMV 1,410,221 1,410,221
    TIFF SECONDARY PARTNERS 2009 FMV 229,000 229,000
    TIFF SECONDARY PARTNERS 2012 FMV 2,422,477 2,422,477
    TIFF SHORT TERM FMV 836,674 836,674
    TIFF SPECIAL OPPORTUNITY FUND FMV 1,551,434 1,551,434
    TOPSPIN PARTNERS III FMV 1,193,651 1,193,651
    ARTISAN INTL VALUE FUND FMV 6,981,215 6,981,215
    ARKA INDIA FUND FMV 2,550,278 2,550,278
    VANGUARD ST BOND INDEX FMV 8,100,726 8,100,726
    VERDAD JAPAN FUND FMV 1,831,186 1,831,186
    ALLIANCE BERNSTEIN FMV 2,352,169 2,352,169
    VISTA CREDIT PARTNERS FMV 193,812 193,812
    WCM FOCUSED INT'L GROWTH FMV 5,038,475 5,038,475
    TIFF SECONDARY PARTNERS 2008 FMV 2,228,954 2,228,954
    TIFF PRVT EQUITY PARTNERS 2014 FMV 1,992,292 1,992,292
    RBC EMERGING MARKETS FMV 3,528,818 3,528,818
    TIFF PARTNERS III L.P. FMV 6,587 6,587
    HIGH GROUND INVESTMENT MANAGEMENT FUND LTD FMV 1,033,678 1,033,678
    HIGHCLERE INTERNATIONAL FMV 1,433,438 1,433,438
    FORWARD VENTURES IV LP FMV 256,094 256,094
    FORTRESS INVESTMENT FMV 2,506,255 2,506,255
    JOHCM INTERNATIONAL FMV 1,476,754 1,476,754
    ELLIOTT INTERNATIONAL FMV 5,739,648 5,739,648
    DORCHESTER CAPITAL SECONDARIES FMV 1,040,209 1,040,209
    MAKAIRA OFFSHORE INVESTORS FMV 9,877,428 9,877,428
    MCR DULLES FMV 103,934 103,934
    MCR HOSPITALITY FMV 1,614,199 1,614,199
    MCR TEXAS FMV 486,550 486,550
    DELAWARE EMERGING MARKETS FMV 4,049,606 4,049,606
    TIFF PRVT EQUITY PARTNERS 2013 FMV 2,874,437 2,874,437
    CYPRIUM INVESTORS IV, L.P. FMV 425 425
    NEW CANAAN FUNDING MEZZ. VII FMV 268,764 268,764
    CYPRIUM INVESTORS IV AIV I, LP FMV 339,859 339,859
    PORTOLAN PILOT LONG FMV 10,203,813 10,203,813
    PRIVATE ADVISORS STABLE VALUE FMV 2,894,483 2,894,483
    QUINN OPPORTUNITIES OFFSHORE LTD. FMV 1,865,519 1,865,519
    HENGISTBURY FUND FMV 4,534,187 4,534,187
    RCP SECOND. OPPORT. FUND II LP FMV 779,477 779,477
    CARLYLE INT'L ENERGY PARTNERS FMV 843,725 843,725
    RIVERSIDE ACCELERATION CAPITAL FUND II, LP FMV 264,323 264,323
    BROWN ADVISORY WINSLOW FMV 8,426,126 8,426,126
    BRIGHTWOOD CAPITAL SBIC II LP FMV 221,955 221,955
    SEACOAST CAPITAL FMV 2,154,444 2,154,444
    SILVER POINT CAPITAL OFFSHORE FUND, LTD FMV 3,374,450 3,374,450
    STEELHEAD PATHFINDER FUND FMV 4,151,417 4,151,417
    NEW CANAAN FUNDING MEZZ. VI FMV 1,320,956 1,320,956
    LCP IX OFFSHORE FUND FMV 1,278,437 1,278,437

    TY 2020 OtherAssetsSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 54,000 54,000 54,000


    TY 2020 OtherExpensesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 2,986 149 0 2,837
    TELEPHONE 27,887 1,394 0 26,493
    POSTAGE 436 22 0 414
    MISCELLANEOUS 29,044 2,904 0 26,140
    LIMITED PARTNERSHIP EXPENSES 0 879,194 0 0
    LESS: AMOUNT ATTRIBUTABLE TO UBIT 0 -196,115 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM LIMITED PARTNERSHIPS 2,422,563 310,465 0
    OTHER INVESTMENT INCOME 4,399 4,399 0


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 14,753,972


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 206,631 206,631 0 0
    CUSTODIAL FEES 25,538 25,538 0 0
    INVESTMENT ADVISORY FEE 0 19,490 0 0
    CONSULTING FEE 37,500 0 0 37,500


    TY 2020 TaxesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING TAXES PAID THROUGH PARTNERSHIPS 0 11,133 0 0
    LESS: AMOUNT ATTRIBUTED TO UBI 0 -242 0 0
    FOREIGN WITHHOLDING TAX ON INVESTMENTS 2,480 2,480 0 0
    FEDERAL EXCISE TAX 136,000 0 0 0
    STATE UBI TAXES 3,079 3,079 0 0
    LESS: AMOUNT ATTRIBUTED TO UBI 0 -3,079 0 0