Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 11-01-2020 , and ending 10-31-2021
Name of foundation
VIRGINIA B TOULMIN CHARITABLE
FOUNDATION III
Number and street (or P.O. box number if mail is not delivered to street address)530 FIFTH AVE FL 24
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10036
A Employer identification number

13-7385769
B Telephone number (see instructions)

(212) 546-6263
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$160,407,765J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,087 2,087  
4 Dividends and interest from securities... 1,285,636 1,285,636  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,143,340
b Gross sales price for all assets on line 6a 45,260,943
7 Capital gain net income (from Part IV, line 2)... 11,007,352
8 Net short-term capital gain.........  
9 Income modifications........... 37,864
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 0 80,378  
12 Total. Add lines 1 through 11........ 12,431,063 12,375,453 37,864
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 475,000 190,000   190,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 17,773 0   0
b Accounting fees (attach schedule)....... Click to see attachment 106,000 79,500   16,875
c Other professional fees (attach schedule).... Click to see attachment 1,676,507 1,465,772   100,755
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 514,684 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,050 820   820
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 150,284 125,010   157,245
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,942,298 1,861,102   465,695
25 Contributions, gifts, grants paid....... 8,510,045 7,088,400
26 Total expenses and disbursements. Add lines 24 and 25 11,452,343 1,861,102   7,554,095
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 978,720
b Net investment income (if negative, enter -0-) 10,514,351
c Adjusted net income (if negative, enter -0-)... 37,864
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............. 544,404 1,034,634 1,034,634
2 Savings and temporary cash investments......... 12,392,588 12,190,209 12,190,209
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.......... 800    
10a Investments—U.S. and state government obligations (attach schedule) 14,396,576 Click to see attachment13,599,030 13,599,030
b Investments—corporate stock (attach schedule)....... 55,446,316 Click to see attachment80,828,729 80,828,729
c Investments—corporate bonds (attach schedule)....... 9,092,478 Click to see attachment10,394,006 10,394,006
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 38,764,940 Click to see attachment42,019,715 42,019,715
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment450,748 Click to see attachment341,442 Click to see attachment341,442
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 131,088,850 160,407,765 160,407,765
Liabilities 17 Accounts payable and accrued expenses.......... 137,224 221,964
18 Grants payable................. 814,000 2,273,509
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment299,800 Click to see attachment668,484
23 Total liabilities (add lines 17 through 22)......... 1,251,024 3,163,957
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........... 129,837,826 157,243,808
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)..... 129,837,826 157,243,808
30 Total liabilities and net assets/fund balances (see instructions). 131,088,850 160,407,765
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
129,837,826
2
Enter amount from Part I, line 27a .....................
2
978,720
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
26,427,262
4
Add lines 1, 2, and 3 ..........................
4
157,243,808
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
157,243,808
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 PARTNERSHIP CAPITAL GAINS/LOSSES      
c SCOGGIN OVERSEAS FUND P    
d LIGHTHOUSE GLOBAL LONG/SHORT FUND P    
e CAPITAL GAINS DIVIDENDS 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 43,580,894   33,095,693 10,485,201
b     135,988 -135,988
c 500,000   328,156 171,844
d 1,000,000   693,754 306,246
e 180,049     180,049
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       10,485,201
b       -135,988
c       171,844
d       306,246
e       180,049
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 11,007,352
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 146,149
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........................... 3 146,149
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- ..... 5 146,149
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 145,783
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 85,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 230,783
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 84,634
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet84,634 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
 
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)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    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 Click to see attachment.............
    11
    Yes
     
    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.TOULMINFOUNDATION.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (212) 546-6263

    Located atbullet530 FIFTH AVE FL 24NEW YORKNY ZIP+4bullet10036
    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
    WILLIAM S VILLAFRANCO TRUSTEE/CEO
    35.00     		225,000 0 0
    530 FIFTH AVENUE 24TH FLOOR
    NEW YORK,NY10036
    ALEXANDER C SANGER TRUSTEE/COO
    30.00     		150,000 0 0
    IPPF 125 MAIDEN LANE 9TH FLOOR
    NEW YORK,NY10038
    WALTER P MONTAIGNE TRUSTEE
    15.00     		100,000 0 0
    165 W 66TH ST 10D
    NEW YORK,NY10023
    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
    NONE
    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
    SOUTHWIND ASSOCIATES OF NJ INC INVESTMENT MGT & ADMIN SERVICES 766,803
    530 FIFTH AVENUE 24TH FLOOR
    NEW YORK,NY10036
    PZENA INVESTMENT MANAGEMENT INVESTMENT MANAGEMENT SERVICES 204,767
    320 PARK AVE 8TH FLOOR
    NEW YORK,NY10022
    EAGLE CAPITAL MANAGEMENT LLC INVESTMENT MANAGEMENT SERVICES 174,894
    499 PARK AVENUE 17TH FLOOR
    NEW YORK,NY10022
    SANDS CAPITAL MANAGEMENT INVESTMENT MANAGEMENT SERVICES 120,774
    1000 WILSON BLVD 3000
    ARLINGTON,VA22209
    BILKEYKATZ INVESTMENT CONSULTANTS INC INVESTMENT MANAGEMENT SERVICES 85,125
    411 SEVENTH AVE 1425
    PITTSBURGH,PA15219
    Total number of others receiving over $50,000 for professional services.............bullet8
    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 AMOUNTS PAID DIRECTLY TO A VENDOR TO PRODUCE PROMOTIONAL VIDEOS FOR VARIOUS CHARITABLE ORGANIZATIONS. 58,318
    2 OTHER INDIRECT GRANTS FOR EXPENSES PAID ON BEHALF OF CHARITABLE ORGANIZATIONS. 84,000
    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
    137,667,516
    b
    Average of monthly cash balances.......................
    1b
    16,277,061
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    153,944,577
    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
    153,944,577
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,309,169
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    151,635,408
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,581,770
    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
    7,581,770
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    146,149
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    146,149
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,435,621
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    37,864
    5
    Add lines 3 and 4............................
    5
    7,473,485
    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
    7,473,485
    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
    7,554,095
    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
    7,554,095
    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
    7,554,095
    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 7,473,485
    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...... 1,141,279
    b From 2016...... 1,114,036
    c From 2017...... 1,447,039
    d From 2018...... 1,243,568
    e From 2019...... 1,196,278
    fTotal of lines 3a through e........ 6,142,200
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 7,554,095
    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..... 7,473,485
    e Remaining amount distributed out of corpus 80,610
    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 6,222,810
    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) ...     		1,141,279
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		5,081,531
    10 Analysis of line 9:
    a Excess from 2016.... 1,114,036
    b Excess from 2017.... 1,447,039
    c Excess from 2018.... 1,243,568
    d Excess from 2019.... 1,196,278
    e Excess from 2020.... 80,610
    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
    A CARING HAND FOUNDED IN MEMORY OF BILLY ESPOSITO INC
    303 FIFTH AVENUE
    NEW YORK,NY10016     		  PC CURRENT PROGRAMMING 75,000
    ALL FAITHS FOOD BANK INC
    8171 BLAIKIE COURT
    SARASOTA,FL34240     		  PC CAMPAIGN AGAINST SUMMER HUNGER 25,000
    ALL FAITHS FOOD BANK INC
    8171 BLAIKIE COURT
    SARASOTA,FL34240     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    AMERICAN BALLET THEATRE
    890 BROADWAY 3RD FL
    NEW YORK,NY10003     		  PC ABT WOMEN'S MOVEMENT 175,000
    AMERICAN COMPOSERS ORCHESTRA
    494 EIGHTH AVENUE SUITE 503
    NEW YORK,NY10001     		  PC SUPPORT FOR POSITION & WORKS OF THE DIRECTOR OF EMERGING COMPOSERS IN FY21 50,000
    AMERICAN CONSERVATORY THEATER
    30 GRANT AVE 6TH FL
    SAN FRANCISCO,CA94108     		  PC GENERAL OPERATING SUPPORT 25,000
    AMERICAN OPERA PROJECTS INC
    138 SOUTH OXFORD STREET
    BROOKLYN,NY11217     		  PC THE AMERICAN OPERA PROJECT 50,000
    AMERICAN SOCIETY OF CRANIOFACIAL SURGERY FOUNDATION
    500 CUMMINGS CTR STE 4400
    BEVERLY,MA019156518     		  PC JOSEPH G. MCCARTHY VISITING SCHOLAR AWARD 75,000
    ANCHOR PROGRAM FUND INC
    630 LIDO BLVD
    LIDO BEACH,NY11561     		  PC SCHOLARSHIP PROGRAM, THE EQUINE THERAPY PROGRAM, MINI-HORSE PROGRAM AND FUNDRAISING CONSULTANT 50,000
    ASOLO THEATRE
    5555 N TAMIAMI TRAIL
    SARASOTA,FL34243     		  PC ASOLO REP'S 2021-2022 SEASON 225,000
    ASOLO THEATRE
    5555 N TAMIAMI TRAIL
    SARASOTA,FL34243     		  PC GENERAL OPERATING SUPPORT 25,000
    ASOLO THEATRE
    5555 N TAMIAMI TRAIL
    SARASOTA,FL34243     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    BETH MORRISON PROJECTS
    138 SOUTH OXFORD ST
    BROOKLYN,NY11217     		  PC BMP CREATION FUND 75,000
    BETH MORRISON PROJECTS
    138 SOUTH OXFORD ST
    BROOKLYN,NY11217     		  PC BMP CREATION FUND + 2021-22 PROJECTS BY WOMEN COMPOSERS 150,000
    BOSTON BALLET INC
    19 CLARENDON STREET
    BOSTON,MA02116     		  PC CHOREOGRAPHER INITIATIVE (COMPREHENSIVE) 60,000
    BROOKLYN ACADEMY OF MUSIC
    30 LAFAYETTE AVE
    BROOKLYN,NY11217     		  PC SUPPORTING FEMALE CREATORS IN BAMS 2021 FALL SEASON 50,000
    CAMP HORSEABILITY INC
    PO BOX 410-1
    OLD WESTBURY,NY11568     		  PC THRIVE AT HORSEABILITY 75,000
    CAMP HORSEABILITY INC
    PO BOX 410-1
    OLD WESTBURY,NY11568     		  PC GENERAL OPERATING SUPPORT 20,000
    CAMP HORSEABILITY INC
    PO BOX 410-1
    OLD WESTBURY,NY11568     		  PC GENERAL OPERATING SUPPORT 30,000
    CAMP H-TOWN
    1300 LAMAR ST
    HOUSTON,TX77010     		  PC CAMP H-TOWN 75,000
    CASE WESTERN RESERVE UNIVERSITY
    10900 EUCLID AVE
    CLEVELAND,OH44106     		  PC RESILIENCE PROJECT/COLDIRON SENIOR NURSE EXECUTIVE FELLOWSHIP PROGRAM, CASE WESTERN RESERVE 100,000
    CHAMBER MUSIC SOCIETY OF LINCOLN CENTER
    70 LINCOLN CENTER PLAZA 10TH FLOOR
    NEW YORK,NY10023     		  PC SUPPORT COMMISSIONS BY EMERGING WOMEN COMPOSERS 11,000
    CHANCES FOR CHILDREN
    1178 ANDERSON AVENUE
    BRONX,NY10452     		  PC CHANCES FOR CHILDREN CLINICAL GROUP AND DYADIC PROGRAM 50,000
    CHANCES FOR CHILDREN
    1178 ANDERSON AVENUE
    BRONX,NY10452     		  PC CHANCES FOR CHILDREN CLINICAL GROUP AND DYADIC PROGRAM 50,000
    CHANCES FOR CHILDREN
    1178 ANDERSON AVENUE
    BRONX,NY10452     		  PC CHANCES FOR CHILDREN GENERAL PROGRAMMING 100,000
    CHANCES FOR CHILDREN
    1178 ANDERSON AVENUE
    BRONX,NY10452     		  PC TECHNOLOGY PROJECT 30,000
    CHILDREN FIRST INC
    1723 N ORANGE AVE
    SARASOTA,FL34234     		  PC THE CHALLENGE FOR CHANGING LIVES 50,000
    CHILDREN FIRST INC
    1723 N ORANGE AVE
    SARASOTA,FL34234     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE ROAD
    SARASOTA,FL34237     		  PC SEASON OF SHARING DONATION CAMPAIGN 50,000
    COMPASSION CAFE
    57 LAFAYETTE DR
    MANAHAWKIN,NJ080502908     		  PC COMPASSION CAFE SPONSOR STAFF WAGES FOR THE SEASON 30,000
    COMPOSERS NOW INC
    33 WEST 60TH STREET
    NEW YORK,NY10023     		  PC SECOND STAGE: CREATING NEXT LEVEL MENTORING, COMMISSIONING, AND OPPORTUNITIES FOR WOMEN COMPOSERS 20,000
    COOKE SCHOOL AND INSTITUTE
    1713 MADISON AVENUE
    NEW YORK,NY10029     		  PC THE COOKE SCHOOL AND INSTITUTE: GENERAL OPERATING PROPOSAL 50,000
    COVENANT HOUSE
    5 PENN PLAZA
    NEW YORK,NY10001     		  PC STRENGTHENING ANTI-HUMAN TRAFFICKING SERVICES/CARE & WORKFORCE DEVELOPMENT INITIATIVE 250,000
    DALLAS SYMPHONY ASSOCIATION INC
    2301 FLORA ST
    DALLAS,TX75201     		  PC WOMEN IN CLASSICAL MUSIC SYMPOSIUM 50,000
    DOMINICAN ACADEMY OF THE CITY OF NEW YORK
    44 EAST 68TH STREET
    NEW YORK,NY10065     		  PC SCHOLARSHIPS 10,000
    DOMINICAN SISTERS VISION OF HOPE
    1555 34TH AVE
    OAKLAND,CA94601     		  PC GENERAL OPERATING SUPPORT 10,000
    EMMA ALYSON & KATE HANCE FAMILY FOUNDATION INC
    PO BOX 20795
    FLORAL PARK,NY11002     		  PC GENERAL OPERATING SUPPORT - MATCHING GRANT 75,000
    FERN HOUSE INC
    1958 CHURCH ST
    WEST PALM BEACH,FL334094103     		  PC IN MEMORY OF ADAM LAWRENCE YOUNG 15,000
    FRANCISCAN BREAD FOR THE POOR INC
    144 W 32ND ST
    NEW YORK,NY10001     		  PC GENERAL OPERATING SUPPORT 5,000
    FRANCISCAN MOUNTAIN RETREAT INC
    PO BOX AR
    ST BONAVENTURE,NY14778     		  PC GENERAL OPERATING SUPPORT 15,000
    GIRLS INC
    441 W MICHIGAN ST
    INDIANAPOLIS,IN46202     		  PC GENERAL OPERATING SUPPORT 50,000
    GIRLS INC OF SARASOTA COUNTY
    201 S TUTTLE AVE
    SARASOTA,FL34237     		  PC OUTREACH / STEM PROGRAMMING, MATCH CAMPAIGN, & SCHOLARSHIP FUND 50,000
    GIRLS INC OF SARASOTA COUNTY
    201 S TUTTLE AVE
    SARASOTA,FL34237     		  PC OUTREACH / STEM PROGRAMMING, MATCH CAMPAIGN, & SCHOLARSHIP FUND 50,000
    GIRLS INC OF SARASOTA COUNTY
    201 S TUTTLE AVE
    SARASOTA,FL34237     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    GIVE2ASIA
    600 CALIFORNIA ST
    SAN FRANCISCO,CA94108     		  PC SUPPORTING NURSING PROGRAM IN THAILAND 150,000
    GLOBAL HEALTH CORPS
    ONE PENN PLAZA SUITE 6271
    NEW YORK,NY10001     		  PC INVESTING IN EMERGING LEADERS FOR HEALTH EQUITY 125,000
    HERE ARTS CENTER
    145 SIXTH AVE
    NEW YORK,NY10013     		  PC GENERAL OPERATING SUPPORT 25,000
    HOSPITAL FOR SPECIAL SURGERY
    535 EAST 70TH STREET
    NEW YORK,NY10021     		  PC TENDON-TO-BONE HEALING IN A CCR2 TRANSGENIC MOUST ROTATOR CUFF REPAIR MODEL 100,000
    IPPF WHR
    125 MAIDEN LN 9TH FL
    NEW YORK,NY10038     		  PC SUPPORT SOCIAL ENTERPRISE PROJECT AND GENERAL SUPPORT 225,000
    IPPF WHR
    125 MAIDEN LN 9TH FL
    NEW YORK,NY10038     		  PC CIES BOLIVIA: OPTIMIZING ACCESS TO SRH CARE FOR VULNERABLE GROUPS 100,000
    KAUFMAN MUSIC CENTER
    129 WEST 67TH STREET
    NEW YORK,NY10023     		  PC LUNA COMPOSITION LAB 50,000
    LEAGUE OF AMERICAN ORCHESTRAS
    520 8TH AVENUE
    NEW YORK,NY10018     		  PC WOMEN COMPOSERS PROGRAM 110,000
    LEE & BOB PETERSON FOUNDATION
    2070 RINGLING BLVD
    SARASOTA,FL342377002     		  PC SUNSHINE FROM DARKNESS; JOURNEY TO WELLNESS MENTAL HEALTH SYMPOSIUM "YOUTH & MENTAL HEALTH" 25,000
    LINCOLN CENTER THEATER
    150 WEST 65TH STREET
    NEW YORK,NY10023     		  PC GENERAL SUPPORT FOR EMERGING WOMEN PLAYWRIGHTS 100,000
    LONG ISLAND CARES INC
    10 DAVIDS DR
    HAUPPAUGE,NY11788     		  PC GENERAL OPERATING SUPPORT 10,000
    LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
    400 HAMILTON AVENUE SUITE 340
    PALO ALTO,CA94301     		  PC ALD RESEARCH AND DR. KEITH VAN HAREN'S LABORATORY 75,000
    MARIE SELBY BOTANICAL GARDENS INC
    811 S PALM AVENUE
    SARASOTA,FL34236     		  PC "ROY LICHTENSTEIN: MONETS GARDEN GOES POP!" AUDIO TOUR, VIRTUAL SHAKESPEARE, AND MATCHING CHALLENGE 100,000
    MARIE SELBY BOTANICAL GARDENS INC
    811 S PALM AVENUE
    SARASOTA,FL34236     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    MYFACE
    333 EAST 30TH STREET
    NEW YORK,NY10016     		  PC GENERAL OPERATING SUPPORT 10,000
    MYFACE
    333 EAST 30TH STREET
    NEW YORK,NY10016     		  PC BOARD DEVELOPMENT 20,000
    MYFACE
    333 EAST 30TH STREET
    NEW YORK,NY10016     		  PC GENERAL OPERATING SUPPORT 200,000
    NAPLES THERAPEUTIC RIDING CENTER
    206 RIDGE DRIVE
    NAPLES,FL34108     		  PC GENERAL OPERATING SUPPORT OF NTRC CORE PROGRAMMING 50,000
    NAPLES THERAPEUTIC RIDING CENTER
    206 RIDGE DRIVE
    NAPLES,FL34108     		  PC GENERAL OPERATING SUPPORT 10,000
    NAPLES THERAPEUTIC RIDING CENTER
    206 RIDGE DRIVE
    NAPLES,FL34108     		  PC MINI-HORSE PROGRAM 50,000
    NEW YORK CITY BALLET
    20 LINCOLN CENTER
    NEW YORK,NY10023     		  PC NEW YORK CITY BALLET FIRST STEPS PROGRAM FOR THREE FEMALE CHOREOGRAPHERS 24,000
    NEW YORK CITY BALLET
    20 LINCOLN CENTER
    NEW YORK,NY10023     		  PC NEW BALLETS BY SIDRA BELL, ANDREA MILLER AND PAM TANOWITZ, AND FIRST STEPS PROGRAM IN 2021-22 100,000
    NEW YORK CITY CENTER
    130 W 56TH ST
    NEW YORK,NY10019     		  PC GENERAL OPERATING SUPPORT FOR THE 2021-22 SEASON 150,000
    NEW YORK COMMUNITY TRUST
    909 THIRD AVE 22ND FL
    NEW YORK,NY10022     		  PC SUPPORT ARTS AND CULTURAL, SOCIAL SERVICES, AND OTHER CHARITABLE ORGANIZATIONS 100,000
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC PROJECT 19: NY PHIL CONTINUES TO AMPLIFY FEMALE COMPOSERS 75,000
    NYU - SCHOOL OF MEDICINE
    ONE PARK AVENUE 5TH FLOOR
    NEW YORK,NY10016     		  PC NUCLEAR CARDIOLOGY RESEARCH FUND 50,000
    OCEAN PROFESSIONAL THEATRE COMPANY INC
    PO BOX 1155
    BEACH HAVEN,NJ08008     		  PC GENERAL OPERATING SUPPORT 20,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS 14,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 8,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 56,400
    OPPORTUNITY MUSIC PROJECT INC
    4 WEST 43RD STREET SUITE 621
    NEW YORK,NY10036     		  PC OPPORTUNITY MUSIC PROJECT SCHOLARSHIP PROGRAM 50,000
    OUR LADY OF VICTORY PARISH SCHOOL
    808 NEEB RD
    CINCINNATI,OH45233     		  PC GENERAL OPERATING SUPPORT 10,000
    PACIFIC NORTHWEST BALLET
    301 MERCER ST
    SEATTLE,WA98109     		  PC PNBS 2021-22 NEW VOICES PROGRAM & NEW WORK BY MARGARITA ARMAS 30,000
    PLANNED PARENTHOOD OF GREATER NEW YORK
    26 BLEECKER STREET
    NEW YORK,NY10012     		  PC PROJECT STREET BEAT 100,000
    PLANNED PARENTHOOD OF SW AND CENTRAL FL
    736 CENTRAL AVENUE
    SARASOTA,FL34236     		  PC PPSWCF RENEWAL OF AFFILIATE-WIDE EDUCATION SUPPORT AND ENHANCED FUNDING FOR PROGRAM EXPANSION 75,000
    PLAYWRIGHT HORIZONS
    416 WEST 42ND STREET
    NEW YORK,NY10036     		  PC GENERAL OPERATING SUPPORT 25,000
    POINTS OF LIGHT FOUNDATION
    600 MEANS STREET
    ATLANTA,GA30318     		  PC GENERAL OPERATING SUPPORT 10,000
    PROFESSIONAL CHILDREN'S SCHOOL
    132 WEST 60TH STREET
    NEW YORK,NY10023     		  PC GENERAL OPERATING SUPPORT - MATCHING GRANT 30,000
    PROFESSIONAL CHILDREN'S SCHOOL
    132 WEST 60TH STREET
    NEW YORK,NY10023     		  PC THE VIRGINIA B. TOULMIN SCHOLARS PROGRAM AT PROFESSIONAL CHILDRENS SCHOOL 100,000
    PROFESSIONAL CHILDREN'S SCHOOL
    132 WEST 60TH STREET
    NEW YORK,NY10023     		  PC GENERAL OPERATING SUPPORT 25,000
    RATTLESTICK PLAYWRIGHTS THEATER
    224 WAVERLY PLACE
    NEW YORK,NY10014     		  PC GENERAL OPERATING SUPPORT 25,000
    RETT SYNDROME RESEARCH TRUST INC
    67 UNDER CLIFF RD
    TRUMBULL,CT06611     		  PC GENERAL OPERATING SUPPORT 10,000
    RIVER FUND NEW YORK INC
    89-11 LEFFERTS BLVD
    RICHMOND HILL,NY11418     		  PC RIVER TO SUCCESS EDUCATIONAL PATHWAYS 125,000
    SARASOTA BALLET OF FLORIDA INC
    5555 N TAMIAMI TRAIL
    SARASOTA,FL34243     		  PC GENERAL OPERATING SUPPORT 25,000
    SARASOTA OPERA ASSOCIATION
    61 N PINEAPPLE AVE
    SARASOTA,FL34236     		  PC SARASOTA OPERA 2021-22 GENERAL OPERATING SUPPORT 200,000
    SARASOTA OPERA ASSOCIATION
    61 N PINEAPPLE AVE
    SARASOTA,FL34236     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    SARASOTA ORCHESTRA
    709 N TAMIAMI TRAIL
    SARASOTA,FL34236     		  PC SARASOTA ORCHESTRAS 2020-2021 PROGRAMS 250,000
    SARASOTA ORCHESTRA
    709 N TAMIAMI TRAIL
    SARASOTA,FL34236     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    SCHOOL OF AMERICAN BALLET
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC FEMALE CHOREOGRAPHY PROJECT 75,000
    SECOND STAGE THEATRE
    1501 BROADWAY SUITE 518
    NEW YORK,NY10036     		  PC GENERAL OPERATING SUPPORT 25,000
    SIGNATURE THEATRE
    480 WEST 42ND STREET
    NEW YORK,NY10036     		  PC GENERAL OPERATING SUPPORT 25,000
    SILVER HILL HOSPITAL
    208 VALLEY RD
    NEW CANAAN,CT06840     		  PC PATIENT FINANCIAL AID AND GENERAL OPERATING BUDGET 100,000
    SILVER HILL HOSPITAL
    208 VALLEY RD
    NEW CANAAN,CT06840     		  PC GENERAL OPERATING SUPPORT 50,000
    SOHO REPERTORY THEATRE
    401 BROADWAY SUITE 300
    NEW YORK,NY10013     		  PC GENERAL OPERATING SUPPORT 25,000
    SOMERSET HILLS LEARNING INSTITUTE
    1810 BURNT MILLS ROAD
    BEDMINSTER,NJ07921     		  PC GENERAL OPERATING SUPPORT FOR THE EDUCATION PROGRAM 100,000
    SOUTHERN OCEAN COUNTY COMMUNITY FOUNDATION INC
    297 RT 72W
    MANAHAWKIN,NJ08050     		  PC GENERAL OPERATING SUPPORT 20,000
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		  PC GENERAL OPERATING SUPPORT 10,000
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		  PC GENERAL OPERATING SUPPORT 10,000
    SUNRISE ASSOCIATION
    15 NEIL COURT
    OCEANSIDE,NY11572     		  PC SUNRISE ASSOCIATION DAY CAMPS 140,000
    SYMPHONY SPACE
    2537 BROADWAY
    NEW YORK,NY10025     		  PC SYMPHONY SPACES GLOBAL ARTS: CULTURAL LITERACY & HERITAGE PROGRAM 75,000
    TEATRO GRATTACIELO
    551 WESTCHESTER AVE
    PORT CHESTER,NY10573     		  PC EDUCATIONAL OUTREACH PROGRAM: TABLEAUX OF AMICO FRITZ AND L'AMICO FRITZ 50,000
    THE ARC WESTCHESTER FOUNDATION INC
    265 SAW MILL RIVER RD
    HAWTHORNE,NY105321509     		  PC GENERAL OPERATING SUPPORT 25,000
    THE JUILLIARD SCHOOL
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TOULMIN SCHOLARS PROGRAM 115,000
    THE JUILLIARD SCHOOL
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TOULMIN SCHOLARS PROGRAM 115,000
    THE PAINTED TURTLE
    1300 4TH STREET
    SANTA MONICA,CA90401     		  PC 2021 THE PAINTED TURTLE RE-OPENING CAMP PLAN 150,000
    THE PUBLIC THEATER
    425 LAFAYETTE ST
    NEW YORK,NY10003     		  PC GENERAL OPERATING SUPPORT 25,000
    VAIL VALLEY FOUNDATION
    PO BOX 6550
    AVON,CO81620     		  PC 2021 NOW: PREMIERES PROGRAM, FEATURING THREE FEMALE CHOREOGRAPHERS AND TWO FEMALE COMPOSERS. 100,000
    WATERMAN'S COMMUNITY CENTER
    PO BOX 526
    NORTH HAVEN,ME04853     		  PC GENERAL OPERATING SUPPORT TARGETED AT DRAMATIC PROGRAMMING 25,000
    Total .................................bullet 3a 7,088,400
    bApproved for future payment
    ANCHOR PROGRAM FUND INC
    630 LIDO BLVD
    LIDO BEACH,NY11561     		  PC SCHOLARSHIP PROGRAM, THE EQUINE THERAPY PROGRAM, MINI-HORSE PROGRAM AND FUNDRAISING CONSULTANT 50,000
    DANCEUSA
    1029 VERMONT AVE NW SUITE 400
    WASHINGTON,DC20005     		  PC FEMALE CHOREOGRAPHERS INITIATIVE 185,000
    HERE ARTS CENTER
    145 SIXTH AVE
    NEW YORK,NY10013     		  PC 2022 PROTOTYPE FESTIVAL 100,000
    JOEL A GINGRAS JR MEMORIAL FOUNDATION INC
    955 RED COAT FARM DR
    CHALFONT,PA189144423     		  PC BRAIN CANCER RESEARCH 50,000
    LEAGUE OF AMERICAN ORCHESTRAS
    520 8TH AVENUE
    NEW YORK,NY10018     		  PC VIRGINIA B. TOULMIN FOUNDATION ORCHESTRAL COMMISSIONS PROGRAM 300,000
    MIAMI CITY BALLET INC
    2200 LIBERTY AVE
    MIAMI BEACH,FL33139     		  PC COMMISSION BY CLAUDIA SCHREIER AND FILMMAKER ADAM BARISH 50,000
    NATIONAL SAWDUST
    80 N 6TH ST
    BROOKLYN,NY11249     		  PC NS CULTURE LAB 200,000
    NEW MUSIC USA
    PO BOX 370550
    BROOKLYN,NY11237     		  PC AMPLIFYING VOICES: CO-COMMISSIONS AND REPERTOIRE PROMOTION FOR EMERGING FEMALE COMPOSERS 70,000
    NEW YORK CITY BALLET
    20 LINCOLN CENTER
    NEW YORK,NY10023     		  PC NEW BALLETS BY SIDRA BELL, ANDREA MILLER AND PAM TANOWITZ, AND FIRST STEPS PROGRAM IN 2021-22 100,000
    NEW YORK PUBLIC RADIO
    160 VARICK STREET 9TH FLOOR
    NEW YORK,NY10013     		  PC THE GREENE SPACE ARTIST IN RESIDENCE PROGRAM 50,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 329,600
    SOMERSET HILLS LEARNING INSTITUTE
    1810 BURNT MILLS ROAD
    BEDMINSTER,NJ07921     		  PC GENERAL OPERATING SUPPORT FOR THE EDUCATION PROGRAM 50,000
    THE CENTER FOR BALLET AND THE ARTS AT NEW YORK UNIVERSITY
    20 COOPER SQUARE 2ND FLOOR
    NEW YORK,NY10003     		  PC VIRGINIA B TOULMIN FELLOWSHIP FOR MUSIC AND DANCE 150,000
    THE JUILLIARD SCHOOL
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TOULMIN SCHOLARS PROGRAM 230,000
    THE JUILLIARD SCHOOL
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TOULMIN SCHOLARS PROGRAM 115,000
    THEATER GRANTS
    530 5TH AVE FL 24
    NEW YORK,NY10036     		  PC COMMISSIONING OF ORIGINAL THEATRICAL PRODUCTIONS 200,000
    WATERMAN'S COMMUNITY CENTER
    PO BOX 526
    NORTH HAVEN,ME04853     		  PC GENERAL OPERATING SUPPORT TARGETED AT DRAMATIC PROGRAMMING 25,000
    Total .................................bullet 3b 2,254,600
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2,087  
    4 Dividends and interest from securities....     14 1,285,636  
    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 11,143,340  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 12,431,063 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,431,063
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A CARING HAND FOUNDED IN MEMORY OF BILLY ESPOSITO INC303 FIFTH AVENUE
    NEW YORK,NY10016     		  PC CURRENT PROGRAMMING 75,000
    ALL FAITHS FOOD BANK INC8171 BLAIKIE COURT
    SARASOTA,FL34240     		  PC CAMPAIGN AGAINST SUMMER HUNGER 25,000
    ALL FAITHS FOOD BANK INC8171 BLAIKIE COURT
    SARASOTA,FL34240     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    AMERICAN BALLET THEATRE890 BROADWAY 3RD FL
    NEW YORK,NY10003     		  PC ABT WOMEN'S MOVEMENT 175,000
    AMERICAN COMPOSERS ORCHESTRA494 EIGHTH AVENUE SUITE 503
    NEW YORK,NY10001     		  PC SUPPORT FOR POSITION & WORKS OF THE DIRECTOR OF EMERGING COMPOSERS IN FY21 50,000
    AMERICAN CONSERVATORY THEATER30 GRANT AVE 6TH FL
    SAN FRANCISCO,CA94108     		  PC GENERAL OPERATING SUPPORT 25,000
    AMERICAN OPERA PROJECTS INC138 SOUTH OXFORD STREET
    BROOKLYN,NY11217     		  PC THE AMERICAN OPERA PROJECT 50,000
    AMERICAN SOCIETY OF CRANIOFACIAL SURGERY FOUNDATION500 CUMMINGS CTR STE 4400
    BEVERLY,MA019156518     		  PC JOSEPH G. MCCARTHY VISITING SCHOLAR AWARD 75,000
    ANCHOR PROGRAM FUND INC630 LIDO BLVD
    LIDO BEACH,NY11561     		  PC SCHOLARSHIP PROGRAM, THE EQUINE THERAPY PROGRAM, MINI-HORSE PROGRAM AND FUNDRAISING CONSULTANT 50,000
    ASOLO THEATRE5555 N TAMIAMI TRAIL
    SARASOTA,FL34243     		  PC ASOLO REP'S 2021-2022 SEASON 225,000
    ASOLO THEATRE5555 N TAMIAMI TRAIL
    SARASOTA,FL34243     		  PC GENERAL OPERATING SUPPORT 25,000
    ASOLO THEATRE5555 N TAMIAMI TRAIL
    SARASOTA,FL34243     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    BETH MORRISON PROJECTS138 SOUTH OXFORD ST
    BROOKLYN,NY11217     		  PC BMP CREATION FUND 75,000
    BETH MORRISON PROJECTS138 SOUTH OXFORD ST
    BROOKLYN,NY11217     		  PC BMP CREATION FUND + 2021-22 PROJECTS BY WOMEN COMPOSERS 150,000
    BOSTON BALLET INC19 CLARENDON STREET
    BOSTON,MA02116     		  PC CHOREOGRAPHER INITIATIVE (COMPREHENSIVE) 60,000
    BROOKLYN ACADEMY OF MUSIC30 LAFAYETTE AVE
    BROOKLYN,NY11217     		  PC SUPPORTING FEMALE CREATORS IN BAMS 2021 FALL SEASON 50,000
    CAMP HORSEABILITY INCPO BOX 410-1
    OLD WESTBURY,NY11568     		  PC THRIVE AT HORSEABILITY 75,000
    CAMP HORSEABILITY INCPO BOX 410-1
    OLD WESTBURY,NY11568     		  PC GENERAL OPERATING SUPPORT 20,000
    CAMP HORSEABILITY INCPO BOX 410-1
    OLD WESTBURY,NY11568     		  PC GENERAL OPERATING SUPPORT 30,000
    CAMP H-TOWN1300 LAMAR ST
    HOUSTON,TX77010     		  PC CAMP H-TOWN 75,000
    CASE WESTERN RESERVE UNIVERSITY10900 EUCLID AVE
    CLEVELAND,OH44106     		  PC RESILIENCE PROJECT/COLDIRON SENIOR NURSE EXECUTIVE FELLOWSHIP PROGRAM, CASE WESTERN RESERVE 100,000
    CHAMBER MUSIC SOCIETY OF LINCOLN CENTER70 LINCOLN CENTER PLAZA 10TH FLOOR
    NEW YORK,NY10023     		  PC SUPPORT COMMISSIONS BY EMERGING WOMEN COMPOSERS 11,000
    CHANCES FOR CHILDREN1178 ANDERSON AVENUE
    BRONX,NY10452     		  PC CHANCES FOR CHILDREN CLINICAL GROUP AND DYADIC PROGRAM 50,000
    CHANCES FOR CHILDREN1178 ANDERSON AVENUE
    BRONX,NY10452     		  PC CHANCES FOR CHILDREN CLINICAL GROUP AND DYADIC PROGRAM 50,000
    CHANCES FOR CHILDREN1178 ANDERSON AVENUE
    BRONX,NY10452     		  PC CHANCES FOR CHILDREN GENERAL PROGRAMMING 100,000
    CHANCES FOR CHILDREN1178 ANDERSON AVENUE
    BRONX,NY10452     		  PC TECHNOLOGY PROJECT 30,000
    CHILDREN FIRST INC1723 N ORANGE AVE
    SARASOTA,FL34234     		  PC THE CHALLENGE FOR CHANGING LIVES 50,000
    CHILDREN FIRST INC1723 N ORANGE AVE
    SARASOTA,FL34234     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC2635 FRUITVILLE ROAD
    SARASOTA,FL34237     		  PC SEASON OF SHARING DONATION CAMPAIGN 50,000
    COMPASSION CAFE57 LAFAYETTE DR
    MANAHAWKIN,NJ080502908     		  PC COMPASSION CAFE SPONSOR STAFF WAGES FOR THE SEASON 30,000
    COMPOSERS NOW INC33 WEST 60TH STREET
    NEW YORK,NY10023     		  PC SECOND STAGE: CREATING NEXT LEVEL MENTORING, COMMISSIONING, AND OPPORTUNITIES FOR WOMEN COMPOSERS 20,000
    COOKE SCHOOL AND INSTITUTE1713 MADISON AVENUE
    NEW YORK,NY10029     		  PC THE COOKE SCHOOL AND INSTITUTE: GENERAL OPERATING PROPOSAL 50,000
    COVENANT HOUSE5 PENN PLAZA
    NEW YORK,NY10001     		  PC STRENGTHENING ANTI-HUMAN TRAFFICKING SERVICES/CARE & WORKFORCE DEVELOPMENT INITIATIVE 250,000
    DALLAS SYMPHONY ASSOCIATION INC2301 FLORA ST
    DALLAS,TX75201     		  PC WOMEN IN CLASSICAL MUSIC SYMPOSIUM 50,000
    DOMINICAN ACADEMY OF THE CITY OF NEW YORK44 EAST 68TH STREET
    NEW YORK,NY10065     		  PC SCHOLARSHIPS 10,000
    DOMINICAN SISTERS VISION OF HOPE1555 34TH AVE
    OAKLAND,CA94601     		  PC GENERAL OPERATING SUPPORT 10,000
    EMMA ALYSON & KATE HANCE FAMILY FOUNDATION INCPO BOX 20795
    FLORAL PARK,NY11002     		  PC GENERAL OPERATING SUPPORT - MATCHING GRANT 75,000
    FERN HOUSE INC1958 CHURCH ST
    WEST PALM BEACH,FL334094103     		  PC IN MEMORY OF ADAM LAWRENCE YOUNG 15,000
    FRANCISCAN BREAD FOR THE POOR INC144 W 32ND ST
    NEW YORK,NY10001     		  PC GENERAL OPERATING SUPPORT 5,000
    FRANCISCAN MOUNTAIN RETREAT INCPO BOX AR
    ST BONAVENTURE,NY14778     		  PC GENERAL OPERATING SUPPORT 15,000
    GIRLS INC441 W MICHIGAN ST
    INDIANAPOLIS,IN46202     		  PC GENERAL OPERATING SUPPORT 50,000
    GIRLS INC OF SARASOTA COUNTY201 S TUTTLE AVE
    SARASOTA,FL34237     		  PC OUTREACH / STEM PROGRAMMING, MATCH CAMPAIGN, & SCHOLARSHIP FUND 50,000
    GIRLS INC OF SARASOTA COUNTY201 S TUTTLE AVE
    SARASOTA,FL34237     		  PC OUTREACH / STEM PROGRAMMING, MATCH CAMPAIGN, & SCHOLARSHIP FUND 50,000
    GIRLS INC OF SARASOTA COUNTY201 S TUTTLE AVE
    SARASOTA,FL34237     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    GIVE2ASIA600 CALIFORNIA ST
    SAN FRANCISCO,CA94108     		  PC SUPPORTING NURSING PROGRAM IN THAILAND 150,000
    GLOBAL HEALTH CORPSONE PENN PLAZA SUITE 6271
    NEW YORK,NY10001     		  PC INVESTING IN EMERGING LEADERS FOR HEALTH EQUITY 125,000
    HERE ARTS CENTER145 SIXTH AVE
    NEW YORK,NY10013     		  PC GENERAL OPERATING SUPPORT 25,000
    HOSPITAL FOR SPECIAL SURGERY535 EAST 70TH STREET
    NEW YORK,NY10021     		  PC TENDON-TO-BONE HEALING IN A CCR2 TRANSGENIC MOUST ROTATOR CUFF REPAIR MODEL 100,000
    IPPF WHR125 MAIDEN LN 9TH FL
    NEW YORK,NY10038     		  PC SUPPORT SOCIAL ENTERPRISE PROJECT AND GENERAL SUPPORT 225,000
    IPPF WHR125 MAIDEN LN 9TH FL
    NEW YORK,NY10038     		  PC CIES BOLIVIA: OPTIMIZING ACCESS TO SRH CARE FOR VULNERABLE GROUPS 100,000
    KAUFMAN MUSIC CENTER129 WEST 67TH STREET
    NEW YORK,NY10023     		  PC LUNA COMPOSITION LAB 50,000
    LEAGUE OF AMERICAN ORCHESTRAS520 8TH AVENUE
    NEW YORK,NY10018     		  PC WOMEN COMPOSERS PROGRAM 110,000
    LEE & BOB PETERSON FOUNDATION2070 RINGLING BLVD
    SARASOTA,FL342377002     		  PC SUNSHINE FROM DARKNESS; JOURNEY TO WELLNESS MENTAL HEALTH SYMPOSIUM "YOUTH & MENTAL HEALTH" 25,000
    LINCOLN CENTER THEATER150 WEST 65TH STREET
    NEW YORK,NY10023     		  PC GENERAL SUPPORT FOR EMERGING WOMEN PLAYWRIGHTS 100,000
    LONG ISLAND CARES INC10 DAVIDS DR
    HAUPPAUGE,NY11788     		  PC GENERAL OPERATING SUPPORT 10,000
    LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH400 HAMILTON AVENUE SUITE 340
    PALO ALTO,CA94301     		  PC ALD RESEARCH AND DR. KEITH VAN HAREN'S LABORATORY 75,000
    MARIE SELBY BOTANICAL GARDENS INC811 S PALM AVENUE
    SARASOTA,FL34236     		  PC "ROY LICHTENSTEIN: MONETS GARDEN GOES POP!" AUDIO TOUR, VIRTUAL SHAKESPEARE, AND MATCHING CHALLENGE 100,000
    MARIE SELBY BOTANICAL GARDENS INC811 S PALM AVENUE
    SARASOTA,FL34236     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    MYFACE333 EAST 30TH STREET
    NEW YORK,NY10016     		  PC GENERAL OPERATING SUPPORT 10,000
    MYFACE333 EAST 30TH STREET
    NEW YORK,NY10016     		  PC BOARD DEVELOPMENT 20,000
    MYFACE333 EAST 30TH STREET
    NEW YORK,NY10016     		  PC GENERAL OPERATING SUPPORT 200,000
    NAPLES THERAPEUTIC RIDING CENTER206 RIDGE DRIVE
    NAPLES,FL34108     		  PC GENERAL OPERATING SUPPORT OF NTRC CORE PROGRAMMING 50,000
    NAPLES THERAPEUTIC RIDING CENTER206 RIDGE DRIVE
    NAPLES,FL34108     		  PC GENERAL OPERATING SUPPORT 10,000
    NAPLES THERAPEUTIC RIDING CENTER206 RIDGE DRIVE
    NAPLES,FL34108     		  PC MINI-HORSE PROGRAM 50,000
    NEW YORK CITY BALLET20 LINCOLN CENTER
    NEW YORK,NY10023     		  PC NEW YORK CITY BALLET FIRST STEPS PROGRAM FOR THREE FEMALE CHOREOGRAPHERS 24,000
    NEW YORK CITY BALLET20 LINCOLN CENTER
    NEW YORK,NY10023     		  PC NEW BALLETS BY SIDRA BELL, ANDREA MILLER AND PAM TANOWITZ, AND FIRST STEPS PROGRAM IN 2021-22 100,000
    NEW YORK CITY CENTER130 W 56TH ST
    NEW YORK,NY10019     		  PC GENERAL OPERATING SUPPORT FOR THE 2021-22 SEASON 150,000
    NEW YORK COMMUNITY TRUST909 THIRD AVE 22ND FL
    NEW YORK,NY10022     		  PC SUPPORT ARTS AND CULTURAL, SOCIAL SERVICES, AND OTHER CHARITABLE ORGANIZATIONS 100,000
    NEW YORK PHILHARMONIC10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC PROJECT 19: NY PHIL CONTINUES TO AMPLIFY FEMALE COMPOSERS 75,000
    NYU - SCHOOL OF MEDICINEONE PARK AVENUE 5TH FLOOR
    NEW YORK,NY10016     		  PC NUCLEAR CARDIOLOGY RESEARCH FUND 50,000
    OCEAN PROFESSIONAL THEATRE COMPANY INCPO BOX 1155
    BEACH HAVEN,NJ08008     		  PC GENERAL OPERATING SUPPORT 20,000
    OPERA AMERICA330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS 14,000
    OPERA AMERICA330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 8,000
    OPERA AMERICA330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 56,400
    OPPORTUNITY MUSIC PROJECT INC4 WEST 43RD STREET SUITE 621
    NEW YORK,NY10036     		  PC OPPORTUNITY MUSIC PROJECT SCHOLARSHIP PROGRAM 50,000
    OUR LADY OF VICTORY PARISH SCHOOL808 NEEB RD
    CINCINNATI,OH45233     		  PC GENERAL OPERATING SUPPORT 10,000
    PACIFIC NORTHWEST BALLET301 MERCER ST
    SEATTLE,WA98109     		  PC PNBS 2021-22 NEW VOICES PROGRAM & NEW WORK BY MARGARITA ARMAS 30,000
    PLANNED PARENTHOOD OF GREATER NEW YORK26 BLEECKER STREET
    NEW YORK,NY10012     		  PC PROJECT STREET BEAT 100,000
    PLANNED PARENTHOOD OF SW AND CENTRAL FL736 CENTRAL AVENUE
    SARASOTA,FL34236     		  PC PPSWCF RENEWAL OF AFFILIATE-WIDE EDUCATION SUPPORT AND ENHANCED FUNDING FOR PROGRAM EXPANSION 75,000
    PLAYWRIGHT HORIZONS416 WEST 42ND STREET
    NEW YORK,NY10036     		  PC GENERAL OPERATING SUPPORT 25,000
    POINTS OF LIGHT FOUNDATION600 MEANS STREET
    ATLANTA,GA30318     		  PC GENERAL OPERATING SUPPORT 10,000
    PROFESSIONAL CHILDREN'S SCHOOL132 WEST 60TH STREET
    NEW YORK,NY10023     		  PC GENERAL OPERATING SUPPORT - MATCHING GRANT 30,000
    PROFESSIONAL CHILDREN'S SCHOOL132 WEST 60TH STREET
    NEW YORK,NY10023     		  PC THE VIRGINIA B. TOULMIN SCHOLARS PROGRAM AT PROFESSIONAL CHILDRENS SCHOOL 100,000
    PROFESSIONAL CHILDREN'S SCHOOL132 WEST 60TH STREET
    NEW YORK,NY10023     		  PC GENERAL OPERATING SUPPORT 25,000
    RATTLESTICK PLAYWRIGHTS THEATER224 WAVERLY PLACE
    NEW YORK,NY10014     		  PC GENERAL OPERATING SUPPORT 25,000
    RETT SYNDROME RESEARCH TRUST INC67 UNDER CLIFF RD
    TRUMBULL,CT06611     		  PC GENERAL OPERATING SUPPORT 10,000
    RIVER FUND NEW YORK INC89-11 LEFFERTS BLVD
    RICHMOND HILL,NY11418     		  PC RIVER TO SUCCESS EDUCATIONAL PATHWAYS 125,000
    SARASOTA BALLET OF FLORIDA INC5555 N TAMIAMI TRAIL
    SARASOTA,FL34243     		  PC GENERAL OPERATING SUPPORT 25,000
    SARASOTA OPERA ASSOCIATION61 N PINEAPPLE AVE
    SARASOTA,FL34236     		  PC SARASOTA OPERA 2021-22 GENERAL OPERATING SUPPORT 200,000
    SARASOTA OPERA ASSOCIATION61 N PINEAPPLE AVE
    SARASOTA,FL34236     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    SARASOTA ORCHESTRA709 N TAMIAMI TRAIL
    SARASOTA,FL34236     		  PC SARASOTA ORCHESTRAS 2020-2021 PROGRAMS 250,000
    SARASOTA ORCHESTRA709 N TAMIAMI TRAIL
    SARASOTA,FL34236     		  PC GENERAL OPERATING SUPPORT: COVID RECOVERY ASSISTANCE 25,000
    SCHOOL OF AMERICAN BALLET70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC FEMALE CHOREOGRAPHY PROJECT 75,000
    SECOND STAGE THEATRE1501 BROADWAY SUITE 518
    NEW YORK,NY10036     		  PC GENERAL OPERATING SUPPORT 25,000
    SIGNATURE THEATRE480 WEST 42ND STREET
    NEW YORK,NY10036     		  PC GENERAL OPERATING SUPPORT 25,000
    SILVER HILL HOSPITAL208 VALLEY RD
    NEW CANAAN,CT06840     		  PC PATIENT FINANCIAL AID AND GENERAL OPERATING BUDGET 100,000
    SILVER HILL HOSPITAL208 VALLEY RD
    NEW CANAAN,CT06840     		  PC GENERAL OPERATING SUPPORT 50,000
    SOHO REPERTORY THEATRE401 BROADWAY SUITE 300
    NEW YORK,NY10013     		  PC GENERAL OPERATING SUPPORT 25,000
    SOMERSET HILLS LEARNING INSTITUTE1810 BURNT MILLS ROAD
    BEDMINSTER,NJ07921     		  PC GENERAL OPERATING SUPPORT FOR THE EDUCATION PROGRAM 100,000
    SOUTHERN OCEAN COUNTY COMMUNITY FOUNDATION INC297 RT 72W
    MANAHAWKIN,NJ08050     		  PC GENERAL OPERATING SUPPORT 20,000
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		  PC GENERAL OPERATING SUPPORT 10,000
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		  PC GENERAL OPERATING SUPPORT 10,000
    SUNRISE ASSOCIATION15 NEIL COURT
    OCEANSIDE,NY11572     		  PC SUNRISE ASSOCIATION DAY CAMPS 140,000
    SYMPHONY SPACE2537 BROADWAY
    NEW YORK,NY10025     		  PC SYMPHONY SPACES GLOBAL ARTS: CULTURAL LITERACY & HERITAGE PROGRAM 75,000
    TEATRO GRATTACIELO551 WESTCHESTER AVE
    PORT CHESTER,NY10573     		  PC EDUCATIONAL OUTREACH PROGRAM: TABLEAUX OF AMICO FRITZ AND L'AMICO FRITZ 50,000
    THE ARC WESTCHESTER FOUNDATION INC265 SAW MILL RIVER RD
    HAWTHORNE,NY105321509     		  PC GENERAL OPERATING SUPPORT 25,000
    THE JUILLIARD SCHOOL60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TOULMIN SCHOLARS PROGRAM 115,000
    THE JUILLIARD SCHOOL60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TOULMIN SCHOLARS PROGRAM 115,000
    THE PAINTED TURTLE1300 4TH STREET
    SANTA MONICA,CA90401     		  PC 2021 THE PAINTED TURTLE RE-OPENING CAMP PLAN 150,000
    THE PUBLIC THEATER425 LAFAYETTE ST
    NEW YORK,NY10003     		  PC GENERAL OPERATING SUPPORT 25,000
    VAIL VALLEY FOUNDATIONPO BOX 6550
    AVON,CO81620     		  PC 2021 NOW: PREMIERES PROGRAM, FEATURING THREE FEMALE CHOREOGRAPHERS AND TWO FEMALE COMPOSERS. 100,000
    WATERMAN'S COMMUNITY CENTERPO BOX 526
    NORTH HAVEN,ME04853     		  PC GENERAL OPERATING SUPPORT TARGETED AT DRAMATIC PROGRAMMING 25,000
    Total ...............................bullet 3a 7,088,400
    bApproved for future payment
    ANCHOR PROGRAM FUND INC630 LIDO BLVD
    LIDO BEACH,NY11561     		  PC SCHOLARSHIP PROGRAM, THE EQUINE THERAPY PROGRAM, MINI-HORSE PROGRAM AND FUNDRAISING CONSULTANT 50,000
    DANCEUSA1029 VERMONT AVE NW SUITE 400
    WASHINGTON,DC20005     		  PC FEMALE CHOREOGRAPHERS INITIATIVE 185,000
    HERE ARTS CENTER145 SIXTH AVE
    NEW YORK,NY10013     		  PC 2022 PROTOTYPE FESTIVAL 100,000
    JOEL A GINGRAS JR MEMORIAL FOUNDATION INC955 RED COAT FARM DR
    CHALFONT,PA189144423     		  PC BRAIN CANCER RESEARCH 50,000
    LEAGUE OF AMERICAN ORCHESTRAS520 8TH AVENUE
    NEW YORK,NY10018     		  PC VIRGINIA B. TOULMIN FOUNDATION ORCHESTRAL COMMISSIONS PROGRAM 300,000
    MIAMI CITY BALLET INC2200 LIBERTY AVE
    MIAMI BEACH,FL33139     		  PC COMMISSION BY CLAUDIA SCHREIER AND FILMMAKER ADAM BARISH 50,000
    NATIONAL SAWDUST80 N 6TH ST
    BROOKLYN,NY11249     		  PC NS CULTURE LAB 200,000
    NEW MUSIC USAPO BOX 370550
    BROOKLYN,NY11237     		  PC AMPLIFYING VOICES: CO-COMMISSIONS AND REPERTOIRE PROMOTION FOR EMERGING FEMALE COMPOSERS 70,000
    NEW YORK CITY BALLET20 LINCOLN CENTER
    NEW YORK,NY10023     		  PC NEW BALLETS BY SIDRA BELL, ANDREA MILLER AND PAM TANOWITZ, AND FIRST STEPS PROGRAM IN 2021-22 100,000
    NEW YORK PUBLIC RADIO160 VARICK STREET 9TH FLOOR
    NEW YORK,NY10013     		  PC THE GREENE SPACE ARTIST IN RESIDENCE PROGRAM 50,000
    OPERA AMERICA330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 329,600
    SOMERSET HILLS LEARNING INSTITUTE1810 BURNT MILLS ROAD
    BEDMINSTER,NJ07921     		  PC GENERAL OPERATING SUPPORT FOR THE EDUCATION PROGRAM 50,000
    THE CENTER FOR BALLET AND THE ARTS AT NEW YORK UNIVERSITY20 COOPER SQUARE 2ND FLOOR
    NEW YORK,NY10003     		  PC VIRGINIA B TOULMIN FELLOWSHIP FOR MUSIC AND DANCE 150,000
    THE JUILLIARD SCHOOL60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TOULMIN SCHOLARS PROGRAM 230,000
    THE JUILLIARD SCHOOL60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TOULMIN SCHOLARS PROGRAM 115,000
    THEATER GRANTS530 5TH AVE FL 24
    NEW YORK,NY10036     		  PC COMMISSIONING OF ORIGINAL THEATRICAL PRODUCTIONS 200,000
    WATERMAN'S COMMUNITY CENTERPO BOX 526
    NORTH HAVEN,ME04853     		  PC GENERAL OPERATING SUPPORT TARGETED AT DRAMATIC PROGRAMMING 25,000
    Total ................................bullet 3b 2,254,600

    TY 2020 AccountingFeesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 106,000 79,500   16,875

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Statement:
    THE OHIO ATTORNEY GENERAL REQUIRES THE FILING OF AN ANNUAL REPORT AND PAYMENT OF A FILING FEE AND DOES NOT REQUIRE OR ACCEPT A COPY OF FORM 990-PF.

    TY 2020 GeneralExplanationAttachment
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Identifier Return Reference Explanation
    TRANSFERS FROM CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: VIRGINIA B. TOULMIN IRREVOCABLE TRUSTEMPLOYER ID NO: 61-6399748ADDRESS: 10 WEST SECOND STREET, 26TH FLOOR, DAYTON, OH 45402DESCRIPTION OF TRANSFER: CASH TRANSFERS OF CONTRIBUTION RECEIVABLE FROM TRUST DURING THE YEARAMOUNT OF TRANSFER: NONETOTAL AMOUNT OF TRANSFERS FROM CONTROLLED ENTITIES: $80,000EXCESS BUSINESS HOLDING: NO

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Name of Bond End of Year Book Value End of Year Fair Market Value
    UNITEDHEALTH GROUP INC NOTE 347,211 347,211
    AMERICAN EXPRESS CO NOTE CALL MAKE WHOLE 439,926 439,926
    APPLE INC NOTE CALL MAKE WHOLE 431,806 431,806
    WELLS FARGO &CO SER Q MTN 636,624 636,624
    MORGAN STANLEY MTN CALL MAKE WHOLE 437,802 437,802
    MICROSOFT CORP NOTE CALL MAKE WHOLE 429,164 429,164
    GOLDMAN SACHS GROUP INC NOTE 685,818 685,818
    BK OF AMERICA CORP SER L MTN 458,586 458,586
    CVS HEALTH CORP NOTE CALL MAKE WHOLE 424,721 424,721
    VERIZON COMMUNICATIONS INC 433,956 433,956
    BP CAP MKTS AMER INC NOTE CALL MAKE WHOLE 433,584 433,584
    QUALCOMM INC NOTE CALL MAKE WHOLE 425,132 425,132
    JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 430,321 430,321
    ALLSTATE CORP .75% 238,106 238,106
    AMGEN INC 132,634 132,634
    BANK OF AMERICA CORP 6.25% 26,160 26,160
    BANK OF AMERICA CORP FR 3.974% 133,416 133,416
    BANK OF MONTREAL 2.9% 106,066 106,066
    BANK OF NEW YORK MELLON CORP 4.7% 26,117 26,117
    BANK OF NOVA SCOTIA 1.3% 119,963 119,963
    BOEING 2.8% 118,499 118,499
    BROADCOM CORP/BROADCOM CAYMAN SR 130,104 130,104
    BUNGE LTD 3.25% 133,411 133,411
    CITIGROUP INC 1.2135% 253,213 253,213
    CITIGROUP INC 4% 27,574 27,574
    CITIZENS FINANCIAL GROUP INC 6% 27,844 27,844
    CONSTELLATION BRANDS INC SR NT 132,143 132,143
    DISCOVER FINANCIAL SERVICES 3.85% 129,209 129,209
    DISCOVER FINANCIAL SERVICES 5.5% 30,030 30,030
    ENTERGY LOUISIANA LLC ENTERGY LA 109,447 109,447
    FIFTH THIRD BANCORP COMP 5.1% 27,574 27,574
    GENERAL MOTORS CO 5% 132,332 132,332
    GOLDMAN SACHS GROUP INC 5.5% 5,364 5,364
    HSBC HOLDINGS PLC .976% 133,874 133,874
    HP INC SR GLBL NT 3% 132,128 132,128
    HARRIS CORPORATION DEL 4.4% 131,258 131,258
    HUNTINGTON BANCSHARES INC 5.7% 28,700 28,700
    JPMORGAN CHASE & CO 3.782% 125,364 125,364
    JPMORGAN CHASE & CO PERP SR-Q N 5.15% 26,727 26,727
    LENNAR CORP SR GLBL NT 5.875% 234,116 234,116
    MITSUBISHI UF J FINL GROUP INC 3.741% 127,172 127,172
    NUCOR CORP 2.7% 136,262 136,262
    NVIDIA 1.55% 251,899 251,899
    PIONEER NATURAL RESOURCES 1.125% 122,341 122,341
    PUBLIC SERVICES ENTERPRISES 2.875% 136,661 136,661
    SVB FINANCIAL CORPORATION 4.25% 26,078 26,078
    SCHWAB CHARLES CORP 5.375% 26,370 26,370
    SHELL INTERNATIONAL 2% 123,558 123,558
    SIMON PPTY GROUP LP SR GLBL NT 140,394 140,394
    SOUTHERN CALIF EDISON CO 3.5% 130,766 130,766
    SOUTHWEST AIRLINES CO SR GLBL NT 119,250 119,250
    STATE STREET CORP 5.625% 26,187 26,187
    STIFEL FINL CORPORATION 4.25% 129,493 129,493
    TRUIST FINL CORP 5.05% 24,420 24,420
    WELLS FARGO & CO 3% 7,131 7,131

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIRBNB INC 389,787 389,787
    ALIGN TECHNOLOGY INC 785,457 785,457
    AMAZON.COM INC 1,038,708 1,038,708
    ATLASSIAN CORP PLC F 896,560 896,560
    CARVANA CO 330,466 330,466
    CHARTER COMMUNICATN 562,183 562,183
    CLOUDFARE INC 355,948 355,948
    COSTAR GROUP INC 653,980 653,980
    DEXCOMINC 683,038 683,038
    DOORDASH INC 578,946 578,946
    EDWARDS LIFESCIENCES 447,288 447,288
    FACEBOOK INC 874,286 874,286
    FIVERR INTERNTNL LTD F 251,607 251,607
    FLOOR & DECOR HOLDINGS 573,854 573,854
    INTUIT INC 1,095,483 1,095,483
    MATCH GROUP INC NEW 816,021 816,021
    NETFLIX INC 1,954,268 1,954,268
    SAREPTA THERAPEUTICS 384,097 384,097
    SEA LTD 2,567,499 2,567,499
    SERVICE NOW INC 1,537,863 1,537,863
    SHOPIFY INC 550,024 550,024
    SNOWFLAKE INC 522,622 522,622
    SQUARE INC 1,467,702 1,467,702
    TWILIOINC 803,862 803,862
    UBER TECHNOLOGIES INC 870,440 870,440
    VISA INC 1,332,033 1,332,033
    WARNER MUSIC GROUP CORP 586,209 586,209
    ZILLOW GROUP INC 412,966 412,966
    ZOETIS INC 540,068 540,068
    MORGAN STANLEY 26,760 26,760
    NORTHERN TR CORP 27,240 27,240
    REGIONS FINANCIAL CORP NEW 28,263 28,263
    AT&T INC 26,467 26,467
    ALLSTATE CORP 26,152 26,152
    METLIFE INC INC PFD SER A 27,305 27,305
    ARCHER PHARMACEUTICALS, INC 2,500 2,500
    AERCAP HOLDINGS NV 251,392 251,392
    ALPHABET INC. 2,428,671 2,428,671
    AMAZON.COM INC 1,527,711 1,527,711
    ANTHEM INC 719,270 719,270
    AON PLC F 1,313,272 1,313,272
    BERKSHIRE HATHAWAY 115,665 115,665
    CAPITAL ONE FC 361,566 361,566
    CITIGROUP INC 882,412 882,412
    COMCAST CORP 957,524 957,524
    DISH NETWORK CORP 495,468 495,468
    FACEBOOK INC 1,535,663 1,535,663
    GENERAL ELECTRIC CO 992,175 992,175
    GENERAL MOTORS CO 407,953 407,953
    GOLDMAN SACHS GROUP 1,048,669 1,048,669
    HILTON WORLDWIDE HLD 708,810 708,810
    LIBERTY BROADBAND CO 1,159,853 1,159,853
    LYONDELLBASELL INDS F 189,817 189,817
    MARRIOTT INTL INC 994,204 994,204
    MICROSOFT CORP 2,195,324 2,195,324
    MORGAN STANLEY 983,502 983,502
    NASPERS LTD 98,116 98,116
    NETFLIX INC 1,214,255 1,214,255
    PROSUS N V 227,360 227,360
    SAFRAN 359,730 359,730
    UNITEDHEALTH GRP INC 931,070 931,070
    WALT DISNEY CO 406,782 406,782
    WELLS FARGO & CO 1,116,158 1,116,158
    WILLIS TOWERS WATSON P F 331,924 331,924
    WOODWARD INC 157,339 157,339
    AMERICAN INTL GROUP 1,195,863 1,195,863
    AVNET INC 530,377 530,377
    BANK OF AMERICA CORP 849,481 849,481
    BELDEN INC 932,231 932,231
    CAPITAL ONE FC 827,493 827,493
    CITIGROUP INC 1,149,785 1,149,785
    COGNIZANT TECH SOLU 469,321 469,321
    EDISON INTERNTNL 686,315 686,315
    EQUITABLE HLDGS INC 1,008,451 1,008,451
    FORD MOTOR CO 481,622 481,622
    GENERAL ELECTRIC CO 1,337,827 1,337,827
    HALLIBURTON CO HLDG 1,174,705 1,174,705
    HOOKER FURNITURE CO 351,705 351,705
    JELD WEN-HOLDING INC 706,027 706,027
    LEAR CORP 992,262 992,262
    MCKESSON CORP 372,729 372,729
    METLIFE INC 366,940 366,940
    MOTORCAR PARTS OF AM 338,309 338,309
    NOV INC 706,356 706,356
    NRG ENERGY INC 417,489 417,489
    OLIN CORP 470,655 470,655
    RYDER SYSTEM INC 415,151 415,151
    STEELCASE INC 678,526 678,526
    TEREX CORP 494,816 494,816
    TRIMAS CORP 575,421 575,421
    WELLS FARGO & CO 1,450,591 1,450,591
    ADVANCED MICRO DEVICES 268,714 268,714
    AFFIRM HOLDINGS INC 108,388 108,388
    ALPHABET INC-CL C 269,852 269,852
    AMAZON.COM INC 124,780 124,780
    AMBARELLA INC 42,369 42,369
    AMPHENOL CORP-CL A 61,723 61,723
    ANALOG DEVICES INC 113,115 113,115
    APPLE INC 143,209 143,209
    APPLIED MATERIALS INC 55,617 55,617
    ASML HOLDING NV-NY REG SHS 95,107 95,107
    BOOKING HOLDINGS INC 96,831 96,831
    CARDLYTICS INC 33,902 33,902
    COINBASE GLOBAL INC - CLASS A 13,096 13,096
    CONFLUENT INC - CLASS A 58,437 58,437
    DEXCOM INC 103,453 103,453
    DOCUSIGN INC 57,328 57,328
    ELASTIC NV 107,750 107,750
    ENPHASE ENERGY INC 139,210 139,210
    ENTEGRIS INC 79,400 79,400
    GLOBAL-E ONLINE LTD 40,676 40,676
    HUBSPOT INC 131,257 131,257
    INTUIT INC 122,694 122,694
    LAM RESEARCH CORP 141,456 141,456
    LEMONADE INC 48,671 48,671
    LYFT INC-A 101,786 101,786
    MARVELL TECHNOLOGY INC 80,830 80,830
    MERCADOLIBRE INC 84,418 84,418
    META PLATFORMS INC 170,198 170,198
    MICROCHIP TECHNOLOGY INC 49,418 49,418
    MICROSOFT CORP 107,113 107,113
    MKS INSTRUMENTS INC 81,327 81,327
    MONGODB INC 139,706 139,706
    MONOLITHIC POWER SYSTEMS INC 89,854 89,854
    NETFLIX INC 54,534 54,534
    NVIDIA CORP 174,878 174,878
    OKTA INC 74,896 74,896
    PAYPAL HOLDINGS INC 84,663 84,663
    QUALCOMM INC 116,011 116,011
    ROBLOX CORP - CLASS A 57,890 57,890
    ROKU INC 88,726 88,726
    SALESFORCE.COM INC 84,213 84,213
    SERVICENOW INC 66,985 66,985
    SHOPIFY INC - CLASS A 48,402 48,402
    SNAP INC - A 47,007 47,007
    SNOWFLAKE INC - CLASS A 81,737 81,737
    SQUARE INC - A 82,458 82,458
    SYNOPSYS INC 191,912 191,912
    TAKE-TWO INTERACTIVE SOFTWRE 64,074 64,074
    TERADYNE INC 126,213 126,213
    TESLA INC 307,464 307,464
    TRADE DESK INC/THE -CLASS A 67,419 67,419
    TWILIO INC - A 64,099 64,099
    TWITTER INC 105,099 105,099
    UBER TECHNOLOGIES INC 72,654 72,654
    UNITY SOFTWARE INC 72,326 72,326
    UNIVERSAL DISPLAY CORP 34,625 34,625
    VEEVA SYSTEMS INC-CLASS A 52,624 52,624
    VROOM INC 30,914 30,914
    WALT DISNEY CO/THE 86,564 86,564
    WOLFSPEED INC 102,094 102,094
    WORKDAY INC-CLASS A 124,401 124,401
    ZOOM VIDEO COMMUNICATIONS-A 57,402 57,402
    ZSCALER INC 69,830 69,830
    AERSALE CORP 55,341 55,341
    AIR TRANS SVCS GROUP 101,551 101,551
    ASURE SOFTWARE INC 94,910 94,910
    BARRETT BUSINESS SVC 59,450 59,450
    CAPSTAR FINL HLDGS 29,660 29,660
    E C N CAPITAL CORP F 183,705 183,705
    EASTERN BANKSHARES INC 49,640 49,640
    EVERI HOLDINGS INC 101,040 101,040
    FIESTA.RESTAURANT GP 59,129 59,129
    FIRST BUSEY CORP 50,215 50,215
    FIRST NORTHWEST BANCORP 50,269 50,269
    IMAX CORP 68,426 68,426
    INFORMATION SVCS GP 118,094 118,094
    JEFFERIES FINL 137,815 137,815
    KKR & CO INC 159,340 159,340
    KKR ACQUISITION HLDGS I 23,251 23,251
    LAKELAND INDUSTRIES 37,324 37,324
    LANTHEUS HOLDINGS INC 112,506 112,506
    MERIDIAN BANCORP INC 14,152 14,152
    MOTORCAR PARTS OF AM 60,639 60,639
    PERION NETWORK LTD F 153,326 153,326
    POWERFLEET INC 69,062 69,062
    QUINSTREET INC 137,130 137,130
    SMARTFINL INC 58,478 58,478
    STONERIDGE INC 22,586 22,586
    STONEX GROUP INC 95,026 95,026
    SYNOVUS FINL CO 51,482 51,482
    TARGET HOSPITALITY CORP 102,858 102,858
    TRONOX HOLDINGS PLC F 89,199 89,199
    VERINT SYSTEMS INC 41,707 41,707
    VISTEON CORP 73,001 73,001
    KKR ACQUISITION HOLD WTS 1,351 1,351
    ALPHABET INC. 420,451 420,451
    AMAZON.COM INC 198,973 198,973
    AMERICAN EXPRESS CO 222,265 222,265
    ANALOG DEVICES INC 240,284 240,284
    APTIV PLC 60,684 60,684
    BANK OF AMERICA CORP 259,302 259,302
    CISCO SYSTEMS INC 145,354 145,354
    COMMERCE BANCSHARES 49,357 49,357
    DANAHER CORP 226,969 226,969
    DOLLAR GENERAL CORP 171,456 171,456
    HONEYWELL INTL INC 188,013 188,013
    HUMANA INC 78,737 78,737
    INTERCONTINENTAL EXC 269,859 269,859
    IQVIA HOLDINGS INC 135,677 135,677
    JOHNSON & JOHNSON 249,695 249,695
    LOWES COMPANIES INC 182,613 182,613
    MARSH & MC LENNAN CO 216,340 216,340
    MCDONALDS CORP 203,561 203,561
    MEDTRONIC PLC 265,370 265,370
    MICROSOFT CORP 396,286 396,286
    NORFOLK SOUTHERN CO 215,978 215,978
    SALESFORCE COM 117,478 117,478
    STARBUCKS CORP 85,280 85,280
    SYSCO CORP 137,882 137,882
    VISA INC 238,877 238,877
    WASTE MANAGEMENT 216,471 216,471

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    US Government Securities - End of Year Book Value:

    6,993,111
    US Government Securities - End of Year Fair Market Value:

    6,993,111
    State & Local Government Securities - End of Year Book Value:


    6,605,919
    State & Local Government Securities - End of Year Fair Market Value:


    6,605,919


    TY 2020 InvestmentsOtherSchedule2
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MATTHEWS ASIA DIVIDEND FMV 2,467,001 2,467,001
    PROFESSIONALLY MANAGED OSTERWEIS STRAGIC INCOME FUND FMV 856,124 856,124
    WILLIAM BLAIR INTERNATIONAL FMV 13,048,330 13,048,330
    NEUBERGER BERMAN EMERG M FMV 1,932,248 1,932,248
    SCOGGIN OVERSEAS FUND LTD FMV 7,301,620 7,301,620
    LIGHTHOUSE GLOBAL LONG/SHORT FUND FMV 9,468,015 9,468,015
    DELTEC EMERGING MARKET INCOME FUND FMV 3,717,340 3,717,340
    DELTEC EMERGING MARKET EQUITIES FUND FMV 2,779,927 2,779,927
    HACKMAN CAPITAL REAL ESTATE FUND II FMV 449,110 449,110

    TY 2020 LegalFeesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 17,773 0   0


    TY 2020 OtherAssetsSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST RECEIVABLE 183,369 194,234 194,234
    CONTRIBUTION RECEIVABLE 142,156 147,208 147,208
    DISTRIBUTION RECEIVABLE 125,223 0 0


    TY 2020 OtherExpensesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARTNERSHIP EXPENSES 0 122,392   0
    OFFICE EXPENSES 6,545 2,618   2,618
    PROGRAM EXPENSES 143,380 0   143,380
    GRANT MANAGEMENT SOFTWARE 359 0   11,247


    TY 2020 OtherIncomeSchedule2
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME   80,378  


    TY 2020 OtherIncreasesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Amount
    GAIN/LOSS ON CONTRIBUTION RECEIVABLE 5,052
    UNREALIZED CHANGE IN FAIR VALUE OF INVESTMENTS 26,422,210


    TY 2020 OtherLiabilitiesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 299,800 668,084
    ACCRUED FEDERAL EXCISE TAX 0 400


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT AND ADVISORY FEES 1,380,647 1,380,647   0
    INVESTMENT CONSULTANT 85,125 85,125   0
    ADMINISTRATIVE SERVICES 112,000 0   56,000
    CONSULTANTS 98,735 0   44,755


    TY 2020 TaxesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 146,400 0   0
    DEFERRED FEDERAL EXCISE TAX EXPENSE 368,284 0   0


    TY 2020 TransfersFrmControlledEntities
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Name US /
    Foreign Address    		 EIN Description Amount
    VIRGINIA B TOULMIN IRREVOCABLE TRUST 10 WEST SECOND STREET 26TH FLOOR
    DAYTON,OH45402     		61-6399748 THERE WERE NO TRANSFERS TO THE FOUNDATION FROM THE IRREVOCABLE TRUST DURING THE TAX YEAR. 0
    Total     0