TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

Name of foundation
TRIPLE E CHARITABLE FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)5 OAK LANE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LARCHMONT, NY10538

A Employer identification number

37-1572510

B Telephone number (see instructions)

(914) 698-7772

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,305,509J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	90,181		90,181
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		148,186
b	Gross sales price for all assets on line 6a 892,942
7	Capital gain net income (from Part IV, line 2)...			148,186
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	238,367		238,367
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		3,400	0	3,400
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		1,480	459	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		26,803	26,528	275
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	31,683		26,987	3,675
25	Contributions, gifts, grants paid.......	71,500			71,500
26	Total expenses and disbursements. Add lines 24 and 25	103,183		26,987	75,175
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	135,184
b	Net investment income (if negative, enter -0-)			211,380
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	596,267	423,586	423,586
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	743,784	933,723	933,723
	c	Investments—corporate bonds (attach schedule).......	619,506	739,571	739,571
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,169,767	1,208,629	1,208,629
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,129,324	3,305,509	3,305,509
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	3,129,324	3,305,509
	29	Total net assets or fund balances (see instructions).....	3,129,324	3,305,509
	30	Total liabilities and net assets/fund balances (see instructions).	3,129,324	3,305,509

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,129,324

Enter amount from Part I, line 27a .....................

135,184

Other increases not included in line 2 (itemize) bullet

41,001

Add lines 1, 2, and 3 ..........................

3,305,509

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,305,509

Form 990-PF (2021)

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
1 a	PUBLICLY TRADED SECURITIES #013612	P
b	PUBLICLY TRADED SECURITIES #013612	P
c	PUBLICLY TRADED SECURITIES #013612	P
d	PUBLICLY TRADED SECURITIES #56801	P
e	PUBLICLY TRADED SECURITIES #56801	P
	PUBLICLY TRADED SECURITIES #48362	P
	PUBLICLY TRADED SECURITIES #48362	P
	PUBLICLY TRADED SECURITIES #48362	P
	PUBLICLY TRADED SECURITIES #56800	P
	PUBLICLY TRADED SECURITIES #56800	P
	222525 SH FNMA GTD REMIC PASS	P
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	64,583	72,554	-7,971
b	52,965	54,959	-1,994
c	51	3	48
d	139,673	132,660	7,013
e	88,258	59,731	28,527
	142,757	142,057	700
	11,316	11,316	0
	112,765	100,000	12,765
	126,672	104,058	22,614
	86,189	66,818	19,371
	15	600	-585
	67,698		67,698

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			-7,971
b			-1,994
c			48
d			7,013
e			28,527
			700
			0
			12,765
			22,614
			19,371
			-585
			67,698

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	148,186
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 ...................		3

Form 990-PF (2021)

Page 4

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	2,938
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	2,938
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	0
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	3,800
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	3,800
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	25
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	837
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax837	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

CYNTHIA GREER GOLDSTEIN TREASURER Telephone no. bullet

(914) 698-7772

Located at bullet

5 OAK LANELARCHMONTNY ZIP+4 bullet

10538

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

16 At any time during calendar year 2021, 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 VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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
STEVEN R GOLDSTEIN	PRESIDENT 5.00	0	0	0
5 OAK LANE LARCHMONT,NY10538	PRESIDENT 5.00	0	0	0
CYNTHIA GREER GOLDSTEIN	TREAS/SECY 5.00	0	0	0
5 OAK LANE LARCHMONT,NY10538	TREAS/SECY 5.00	0	0	0
JESSICA B GOLDSTEIN	DIRECTOR 1.00	0	0	0
5 OAK LANE LARCHMONT,NY10538	DIRECTOR 1.00	0	0	0
ZACHARY E GOLDSTEIN	DIRECTOR 1.00	0	0	0
5 OAK LANE LARCHMONT,NY10538	DIRECTOR 1.00	0	0	0

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...................				0

Form 990-PF (2021)

Page 7

Part VII

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
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,749,610

Average of monthly cash balances.......................

501,075

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,250,685

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,250,685

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

48,760

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

3,201,925

Minimum investment return. Enter 5% (0.05) of line 5................

160,096

Part X

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.)

Minimum investment return from Part IX, line 6..................

160,096

Tax on investment income for 2021 from Part V, line 5.......

2,938

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,938

Distributable amount before adjustments. Subtract line 2c from line 1............

157,158

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

157,158

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

157,158

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					157,158
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	1,494,911
b From 2017......	1,238,661
c From 2018......	18,753
d From 2019......
e From 2020......
f Total of lines 3a through e ........		2,752,325
4Qualifying distributions for 2021 from Part
XI, line 4: $ 75,175
a Applied to 2020, 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 2021 distributable amount.....					75,175
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		81,983			81,983
(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		2,670,342
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 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					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 2016 not applied on line 5 or line 7 (see instructions) ...		1,412,928
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		1,257,414
10 Analysis of line 9:
a Excess from 2017....	1,238,661
b Excess from 2018....	18,753
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2021)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BRENNAN CENTER FOR JUSTICE 120 BROADWAY SUITE 1750 NEW YORK,NY10271	NONE	PC	GENERAL	5,000
COMMUNITY RESOURCE CENTER 134 CENTER AVE MAMORONECK,NY10543	NONE	PC	GENERAL	20,000
DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN,MD21741	NONE	PC	GENERAL	5,000
HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK,AR72202	NONE	PC	GENERAL	1,000
HUNGER TASK FORCE 201 S HAWLEY COURT MILWAUKEE,WI53214	NONE	PC	GENERAL	10,000
NEW YORK PET RESCUE 7 HARRISON AVE HARRISON,NY10528	NONE	PC	GENERAL	10,000
PACE UNIVERSITY ONE PACE PLAZA NEW YORK,NY10038	NONE	PC	GENERAL	15,000
SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY,AL36104	NONE	PC	GENERAL	1,000
STUDENT AID FUND 1266 WEST PACES FERRY RD 577 ATLANTA,GA30327	NONE	PC	GENERAL	1,000
UJA FEDERATION OF NY PO BOX 4227 NEW YORK,NY10261	NONE	PC	GENERAL	1,000
1WCA 51 GLASGOW AVE BLDG F JAMESTOWN,NY14702	NONE	PC	GENERAL	1,000
MUSIC CONSERVATORY OF WESTCHESTER 216 CENTRAL AVENUE WHITE PLAINS,NY10606	NONE	PC	GENERAL	500
FURNITURE SHAREHOUSE BUILDING 3 LOOP ROAD WHITE PLAINS,NY10604	NONE	PC	GENERAL	500
NEW YORK PUBLIC INTEREST RESEARCH GROUP 9 MURRAY STREET LOWER LEVEL NEW YORK,NY10007	NONE	PC	GENERAL	500
Total ................................. 3a				71,500

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2021)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....
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	148,186
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		238,367	0

13Total. Add line 12, columns (b), (d), and (e)..................

238,367

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	3,400	0		3,400

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	14,178	14,178
AT&T INC	15,558	15,558
AMERICAN EQ INV LIFE	7,919	7,919
AMERICAN TOWER CORP 3.125%	8,381	8,381
BUNGE LTD FIN CORP	9,766	9,766
CAPITAL ONE FIN CORP	11,531	11,531
CAPITAL ONE FIN CORP	13,687	13,687
CHARTER COMM OPER LLC	13,194	13,194
CITRIX SYSTEMS INC	10,120	10,120
CONSTELLATION BRANDS	11,566	11,566
CROWN AMERICAS LLC	10,250	10,250
ETRADE FINANCIAL CORP	9,115	9,115
FIFTH THIRD BANCORP	10,564	10,564
FREEPORT MCMORAN INC	13,634	13,634
GENERAL MOTORS CO	10,618	10,618
HASBRO INC	12,486	12,486
HOLLY FRONTIER CORP	11,205	11,205
HOLLY FRONTIER CORP	14,544	14,544
JB HUNT TRANS SVCS INC	6,072	6,072
JP MORGAN CHASE & CO	15,851	15,851
KB HOME	12,925	12,925
LENNAR CORP	11,689	11,689
MAXIM INTE PROD INC	9,707	9,707
MERITAGE HOME CORP	10,012	10,012
MERITAGE HOME CORP	9,922	9,922
MICROSOFT CORP	5,227	5,227
MICROSOFT CORP	12,801	12,801
MORGAN STANLEY 9/8/26	9,937	9,937
MORGAN STANLEY 5/22/23	11,453	11,453
MURPHY OIL USA INC	7,367	7,367
ONEOK PARTNERS LP	11,137	11,137
PACKAGING CORP	8,451	8,451
POPULAR INC	8,407	8,407
QORVO INC	10,625	10,625
CHARLES SCHWAB CORP	10,793	10,793
SIMON PROPERTY GROUP LP	8,162	8,162
TRI POINTE GROUP	11,811	11,811
VERISIGN INC	8,320	8,320
VULCAN MATERIALS CO	9,681	9,681
WESTERN DIGITAL CORP	9,832	9,832
AGREE LP UNSECD NOTE CPN 2.9%	7,146	7,146
ALLEGHENY LUDLUM CORP	9,855	9,855
ALLY FINANCIAL INC	12,931	12,931
AMAZON COM INC	15,134	15,134
AMERICAN TOWER CORP 3.5%	14,387	14,387
ANTHEM INC NOTE CPN 3.350%	13,720	13,720
AT&T INC	11,245	11,245
ATHENE HLDG LTD SR NOTE CPN	12,681	12,681
BANK AMERICA CORP MED TERM SR NOTE	11,314	11,314
BLACKROCK TCP CAP CORP	11,082	11,082
BOEING CO SR NOTE	14,014	14,014
CAPITAL ONE FIN CORP	11,862	11,862
CENTURY CMNTYS INC SR NOTE	10,512	10,512
CITIGROUP INC SR NOTE	14,627	14,627
CVS HLTH CORP	11,693	11,693
COML METALS CO	11,385	11,385
EXPRESS SCRIPTS HLDGS CO	8,601	8,601
FORD HLDGS INC	15,259	15,259
FREEPORT MCMORAN INC	12,004	12,004
HCA INC	15,452	15,452
KRAFT HEINZ FOODS CO	14,002	14,002
LAS VEGAS SANDS CORP	9,106	9,106
OCCIDENTAL PETE CORP	14,350	14,350
ORACLE CORP	13,522	13,522
REPUBLIC SVCS INC	11,786	11,786
TORCHMARK CORP	3,403	3,403

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Name of Stock	End of Year Book Value	End of Year Fair Market Value
BLACKSTONE MTG TR INC COM CL A	38,122	38,122
AT&T INC	25,584	25,584
CATERPILLAR INC	139,550	139,550
CITIGROUP INC	8,032	8,032
EXXON MOBIL CORP	27,841	27,841
GENERAL ELECTRIC CO	20,028	20,028
PEPSICO INC	52,113	52,113
RAYTHEON CO COM	10,844	10,844
TRAVELERS COMPANIES INC	32,068	32,068
VERIZON COMMUNICATIONS	37,411	37,411
VODAFONE GROUP	2,837	2,837
ABBVIE INC	4,739	4,739
BANK OF AMERICA CORP	3,381	3,381
DISCOVERY INC CLASS A	2,801	2,801
EBAY INC	4,389	4,389
IDEXX LABORATORIES	3,951	3,951
KROGER COMPANY	3,213	3,213
NOVO NORDISK	6,160	6,160
SANOFI	4,810	4,810
SONY CORP	3,666	3,666
TEXAS INSTRUMENTS INC	4,712	4,712
ZOETIS INC	6,101	6,101
MEDTRONIC	3,931	3,931
JP MORGAN BETA BUILDERS INTL	49,302	49,302
JP MORGAN BETABLDRS REIT	6,441	6,441
ACTIVISION BLIZZARD INC	1,929	1,929
ALPHABET, INC	14,485	14,485
APPLE INC	15,981	15,981
BIO-RAD LABORATORIES	4,533	4,533
BRITISH AMERICAN TOBACCO	6,846	6,846
CVS HEALTH CORP	5,880	5,880
CADENCE DESIGN SYSTEMS INC	6,522	6,522
ELECTRONIC ARTS INC	3,034	3,034
MICROSOFT CORP	15,134	15,134
NESTLE SA	2,807	2,807
NEW YORK TIMES CO	2,753	2,753
TARGET CORP	7,869	7,869
TYSON FOODS INC	6,624	6,624
UNITED THERAPEUTICS CORP	5,618	5,618
CHECK POINT SOFTWARE TECH	6,644	6,644
FS KKR CAP CORP II COM	35,263	35,263
KKR REAL ESTATE FIN TR INC	37,182	37,182
JP MORGAN BETABUILDERS US EQUITY	38,630	38,630
JP MORGAN BETABUILDERS US MID CAP EQUITY	10,929	10,929
ALLIANCE DATA SYSTEMS CORP	2,530	2,530
ALLSTATE CORP	4,353	4,353
ARCHER DANIELS MIDLAND CO	3,109	3,109
ATHENE HOLDING LTD CL A	4,500	4,500
CANADIAN NATURAL RES LTD	7,858	7,858
CINCINNATI FINANCIAL CORP	3,304	3,304
COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A	4,259	4,259
COOPER COS INC NEW	5,027	5,027
DEVON ENERGY CORP NEW	3,128	3,128
EVERCORE INC CL A	3,532	3,532
FOX CORP CL A	2,731	2,731
GILEAD SCIENCES INC	3,267	3,267
HARTFORD FINANCIAL SERVICES GROUP	6,559	6,559
JEFFERIES FINANCIAL GROUP INC	4,772	4,772
LABORATORY CORP OF AMER HOLDINGS NEW	11,312	11,312
LIBERTY GLOBAL PLC CL C	3,118	3,118
LOGITECH INTL SA	2,887	2,887
LOUSIANA PACIFIC CORP	4,388	4,388
MANULIFE FINANCIAL CORP	4,329	4,329
META PLATFORMS INC CL A	9,754	9,754
MODERNA INC	3,302	3,302
NEWS CORP CL A NEW	3,302	3,302
NRG ENERGY INC NEW	4,868	4,868
PROCTOR & GAMBLE CO	8,833	8,833
QUEST DIAGNOSTICS INC	3,633	3,633
RIO TINTO PLC SPONSORED ADR	4,351	4,351
ROBERT HALF INTL INC	2,900	2,900
SNAP ON INC	5,384	5,384
TENET HEALTHCARE CORP	3,104	3,104
THOMSON REUTERS CORP	3,708	3,708
YUM CHINA HOLDINGS INC	5,333	5,333
ALEXANDRIA REAL ESTATE EQUITIES	892	892
AMERICAN HOMES 4 RENT	741	741
AVALONBAY COMMNTYS INC	1,010	1,010
CUBESMART	854	854
DUKE REALTY CORP	1,182	1,182
EQUITY COMMONWEALTH	233	233
EQUITY RESIDENTIAL	995	995
ESSEX PROPERTY TRUST	1,057	1,057
EXTRA SPACE STORAGE INC	1,360	1,360
FIRST INDUSTRIAL REALTY TRUST	1,059	1,059
GETTY REALTY CORP NEW	257	257
INDUSTRIAL LOGISTICS	250	250
KILROY RLTY CORP	731	731
KIMCO REALTY CORP	1,035	1,035
LIFE STORAGE INC	1,225	1,225
LXP INDUSTRIAL TRUST	1,015	1,015
MID AMERICA APARTMENT COMMUNITIES	1,147	1,147
NATIONAL RETAIL PROPERTIES	625	625
NATIONAL STORAGE AFFILIATES	1,038	1,038
POTLATCHDELTIC CORP	723	723
PROLOGIS INC	1,179	1,179
PS BUSINESS PARKS INC	737	737
PUBLIC STORAGE INC	1,124	1,124
REALTY INCOME CORP	286	286
REGENCY CENTERS CORP	904	904
RPT REALTY	348	348
SITE CENTERS CORP NEW	412	412
SL GREEN REALTY CORP	502	502
TERRENO REALTY CORP	256	256
WP CAREY INC	574	574
WELLTOWER INC	257	257
WEYERHAEUSER CO	988	988
BRIGHTSPIRF CAP INC	21,064	21,064
WP CAREY INC	13,538	13,538

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
INVESCO OPPENHEIMER GLOBAL INFRASTRUCTURE	FMV	24,258	24,258
INVESCO OPPENHEIM INTL DIVERSIFIED	FMV	22,280	22,280
ALGER HEALTH SCIENCES FUND	FMV	31,463	31,463
ALGER SMALL CAP FOCUS FUND	FMV	43,973	43,973
ALGER WEATHERBIE SPECIALIZED GROWTH	FMV	50,930	50,930
ALGER EMERGING MARKETS	FMV	7,487	7,487
CALVERT GLOBALWATER FUND	FMV	25,481	25,481
GRIFFIN INSTITUTIONAL ACCESS REAL ESTATE FUND	FMV	78,891	78,891
OLSTEIN STRATEGIC OPPORTUNITIES FUND ADVISOR	FMV	20,253	20,253
ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE	FMV	94,927	94,927
PUTNAM GLOBAL TECHNOLOGY FUND	FMV	112,178	112,178
RESOURCE CREDIT INCOME FUND CLASS W	FMV	93,242	93,242
WASATCH EMERGING INDIA FUND	FMV	17,941	17,941
VANECK VECTORS ETF TR BDC	FMV	36,778	36,778
BLACK CREEK INDUSTRIAL REIT IV	FMV	71,443	71,443
FS CREDIT REAL ESTATE INCOME TRUST	FMV	75,005	75,005
JP MORGAN INCOME I	FMV	10,324	10,324
JP MORGAN HEDGED EQUITY I	FMV	4,186	4,186
JP MORGAN US EQUITY 1	FMV	29,167	29,167
JP MORGAN VALUE ADVANTAGE I	FMV	40,226	40,226
JP MORGAN GROWTH ADVANTAGE I	FMV	30,906	30,906
JP MORGAN EQUITY INDEX I	FMV	39,638	39,638
JP MORGAN INTL FOCUS I	FMV	23,308	23,308
JP MORGAN EMERGING MKTS EQ I	FMV	41,262	41,262
JP MORGAN SMALL CAP EQUITY 1	FMV	4,085	4,085
JP MORGAN LARGE CAP VALUE I	FMV	19,781	19,781
UNDISCOVERED MGERS BEHAVIORAL VAL 1	FMV	19,295	19,295
EATON VANCE FLOATING RATE I	FMV	8,600	8,600
NEUBERGER BERMAN REAL ESTATE	FMV	19,702	19,702
JP MORGAN CORE PLUS BOND CL 1	FMV	8,274	8,274
JP MORGAN EUROPE DYNAMIC CL 1	FMV	24,324	24,324
ISHARES JPMORGAN EM HIGH YIELD BOND	FMV	4,265	4,265
SPDR BLOOMBERG HIGH YIELD BOND	FMV	30,400	30,400
ALGER FOCUS EQUITY FUND	FMV	21,763	21,763
GRIFFIN INSTITUTIONAL ACCESS CREDIT FUND	FMV	12,526	12,526
HINES GLOBAL INCOME TRUST	FMV	10,067	10,067

- TIN:

TY 2021 OtherExpensesSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
NY ANNUAL REPORT	275	0	275
INVESTMENT FEES	23,671	23,671	0
ACCRUED INTEREST PAID	2,857	2,857	0

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Description	Amount
UNREALIZED GAIN ON SECURITIES	41,001

- TIN:

TY 2021 TaxesSchedule

Name:

TRIPLE E CHARITABLE FOUNDATION INC

EIN:

37-1572510

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX	459	459		0
EXCISE TAX	1,021	0		0