Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
 
% STEPHEN CANNA
Number and street (or P.O. box number if mail is not delivered to street address)C/O POINT72 LP 72 CUMMINGS POIN
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STAMFORD, CT06902
A Employer identification number

47-5293048
B Telephone number (see instructions)

(203) 890-2000
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$27,491,198
J 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) 3,657,880
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,408,236 1,408,236 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 222,901
b Gross sales price for all assets on line 6a 530,781
7 Capital gain net income (from Part IV, line 2)... 222,901
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)....... 500 0 0
12 Total. Add lines 1 through 11........ 5,289,517 1,631,137 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 32,316 24,237 0 5,665
c Other professional fees (attach schedule).... 461 0 0 461
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 22,328 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 43,813 574 0 43,239
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 98,918 24,811 0 49,365
25 Contributions, gifts, grants paid....... 2,119,500 2,119,500
26 Total expenses and disbursements. Add lines 24 and 25 2,218,418 24,811 0 2,168,865
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,071,099
b Net investment income (if negative, enter -0-) 1,606,326
c Adjusted net income (if negative, enter -0-)... 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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,184,427 3,587,948 3,587,948
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 19,857,535 Click to see attachment23,601,250 23,601,250
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,174,263 Click to see attachment302,000 Click to see attachment302,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,216,225 27,491,198 27,491,198
Liabilities 17 Accounts payable and accrued expenses.......... 92,688 63,120
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 92,688 63,120
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........... 23,123,537 27,428,078
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)..... 23,123,537 27,428,078
30 Total liabilities and net assets/fund balances (see instructions). 23,216,225 27,491,198
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
23,123,537
2
Enter amount from Part I, line 27a .....................
2
3,071,099
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,233,715
4
Add lines 1, 2, and 3 ..........................
4
27,428,351
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
273
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
27,428,078
Form 990-PF (2021)
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
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES D    
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 530,781   307,880 222,901
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       222,901
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 222,901
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  
Form 990-PF (2021)
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 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 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  
3 Add lines 1 and 2........................... 3 22,328
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,328
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,727
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 24,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,727
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 473
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 2,926
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,926 RefundedBullet 11  
Part VI-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? Click to see list of attachments....................
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 changesClick to see list of attachments....
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.Click to see list of attachments
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSTEPHEN CANNA Telephone no.bullet (203) 890-2302

    Located atbulletC/O POINT72 LP 72 CUMMINGS POINTSTAMFORDCT ZIP+4bullet06902
    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 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
    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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)
     
    No
    (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)
     
    No
    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
     
     
    c
    ........bullet
    d
    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? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    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.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (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)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (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)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    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
    J ANDREW MCENTIRE PRESIDENT
    0.5
    0 0 0
    C/O POINT72 LP 72 CUMMINGS POINT RD
    STAMFORD,CT06902
    STEPHEN CANNA SECRETARY
    0.5
    0 0 0
    C/O POINT72 LP 72 CUMMINGS POINT RD
    STAMFORD,CT06902
    RICHARD ADAMS BOARD MEMBER
    0.5
    0 0 0
    C/O POINT72 LP 72 CUMMINGS POINT RD
    STAMFORD,CT06902
    XIAOLEI ZHU BOARD MEMBER
    0.5
    0 0 0
    C/O POINT72 LP 72 CUMMINGS POINT RD
    STAMFORD,CT06902
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    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
     
    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)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    960,853
    c
    Fair market value of all other assets (see instructions)................
    1c
    21,653,452
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,614,305
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    22,614,305
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    339,215
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    22,275,090
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,113,755
    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.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,113,755
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    22,328
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,328
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,091,427
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    500
    5
    Add lines 3 and 4............................
    5
    1,091,927
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,091,927
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    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 1,091,927
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,068,414
    b From 2017...... 1,522,537
    c From 2018...... 2,165,415
    d From 2019...... 2,094,656
    e From 2020...... 1,087,115
    f Total of lines 3a through e ........ 7,938,137
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,168,865
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 1,091,927
    e Remaining amount distributed out of corpus 1,076,938
    5 Excess distributions carryover applied to 2021.    
    (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 9,015,075
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    1,068,414
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    7,946,661
    10 Analysis of line 9:
    a Excess from 2017.... 1,522,537
    b Excess from 2018.... 2,165,415
    c Excess from 2019.... 2,094,656
    d Excess from 2020.... 1,087,115
    e Excess from 2021.... 1,076,938
    Form 990-PF (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 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    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).)
    J ANDREW MCENTIRE RICHARD ADAMS
    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.
    NONE
    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 (2021)
    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)
    aPaid during the year
    ACLU Foundation Inc
    125 BROAD STREET 18TH FLOOR
    New York,NY10004
    NONE PC General Support 3,000
    ACLU OF NEW MEXICO FOUNDATION
    PO Box 566
    Albuquerque,NM87103
    NONE PC General Support 2,500
    American Corporate Partners
    2 Grand Central Tower 140 E 45th
    New York,NY10017
    NONE PC TVR's Platoon #2 25,000
    American Jewish World Service Inc
    45 WEST 36TH STREET 10th Floor
    NEW YORK,NY10018
    NONE PC General Support 100,000
    AmeriCares Foundation Inc
    88 Hamilton Avenue
    Stamford,CT06902
    NONE PC General Support 100,000
    Best of the Batch Foundation
    2000 West Street
    Munhall,PA15120
    NONE PC Naming rights to The Maria Bajus Heddleston Clubhouse Study Lounge for 5th - 8th Graders 50,000
    Brearley School
    610 East 83rd Street
    New York,NY10028
    NONE PC General Support 2,500
    Brearley School
    610 East 83rd Street
    New York,NY10028
    NONE PC General Support 15,000
    Bridgeport Rescue Mission Inc
    1088 Fairfield Avenue
    Bridgeport,CT06605
    NONE PC lure matching funds for a Food Truck and then general support 50,000
    Cardigan Mountain School
    62 Alumni Drive
    Canaan,NH03741
    NONE PC General Support 20,000
    Cardigan Mountain School
    62 Alumni Drive
    Canaan,NH03741
    NONE PC General Support 1,000
    Catholic Charities of Fairfield County Inc
    238 Jewette Avenue
    Bridgeport,CT06606
    NONE PC GENERAL SUPPORT FOR ROOM TO GROW 20,000
    Center for a New American Security
    1152 15th Street NW Suite 950
    Washington,DC20005
    NONE PC General Support 25,000
    CENTER FOR REPRODUCTIVE RIGHTS
    199 Water Street 22nd Floor
    New York,NY10038
    NONE PC General Support 3,000
    Chabad of Tribeca
    291 Broadway Third Floor
    New York,NY10007
    NONE PC General Support 10,000
    Chinese American Nurses Association
    PO BOX 527652
    Flushing,NY11352
    NONE PC General Support 10,000
    City and Country School
    146 West 13th St
    New York,NY10011
    NONE PC General Support 3,000
    City Harvest Inc
    6 East 32nd St 5th Floor
    New York,NY10016
    NONE PC General Support 7,500
    College of the Holy Cross
    1 College Street
    Worcester,MA01610
    NONE PC General Support 5,000
    Collegiate School Inc
    301 Freedom Place South
    New York,NY10069
    NONE PC General Support 5,000
    Collegiate School Inc
    301 Freedom Place South
    New York,NY10069
    NONE PC General Support 25,000
    Columbia Grammar and Preparatory School
    5 West 93rd Street
    New York,NY10025
    NONE PC General Support 10,000
    Columbia University Gift Systems
    MC 4524 622 West 113 Street
    New York,NY10025
    NONE PC General Support 1,500
    Communities in Schools of New Mexico At Santa Fe
    300 Catron Street Suite A
    Santa Fe,NM87501
    NONE PC General Support 1,000
    Communities in Schools of New Mexico At Santa Fe
    300 Catron Street Suite A
    Santa Fe,NM87501
    NONE PC General Support 500
    Drama Club Inc
    34-18 Northern Boulevard
    Long Island City,NY11101
    NONE PC General Support 5,000
    Education Reform Now Inc
    276 5th Avenue Suite 704 915
    New York,NY10001
    NONE PC General Support 20,000
    EL DORADO COMMUNITY SCHOOL PTA
    7 Avenida Vista Grande Suite B7 PM
    Santa Fe,NM87508
    NONE PC General Support 5,000
    Freedom of the Press Foundation
    601 Van Ness Ave Suite E731
    San Francisco,CA94102
    NONE PC General Support 5,000
    Harlem Academy
    1330 Fifth Avenue
    New York,NY10026
    NONE PC General Support 10,000
    THE BOARD OF TRUSTEES OF THE LELAND STANFORD
    434 Galvez Mall
    Stanford,CA943059954
    NONE PC General Support 5,000
    Horace Mann School
    231 West 246th Street
    Bronx,NY10471
    NONE PC HM in Motion and Annual Fund 12,500
    IIT Bombay Heritage Foundation
    21710 Stevens Creek Blvd Suite 115
    Cupertino,CA95014
    NONE PC General Support 3,500
    Innovations for Poverty Action
    LBX 6903 400 White Clay Center Dri
    Newark,DE19711
    NONE PC General Support 50,000
    Jewish Educational Loan Fund
    4549 Chamblee Dunwoody Rd
    Atlanta,GA30338
    NONE PC General Support 10,000
    Lincoln Center for the Performing Arts
    70 Lincoln Center Plaza
    New York,NY10023
    NONE PC General Support 10,000
    MIT Sloan Annual Fund
    600 Memorial Drive W98-22nd Floor
    Cambridge,MA02139
    NONE PC Dean's Circle Gift 2,500
    National Immigration Law Center
    PO Box 743013
    Los Angeles,CA900743013
    NONE PC General Support 2,000
    North United Presbyterian Church
    1327 North Salem Road
    La Crosse,WI54601
    NONE PC General Support 10,000
    PLANNED PARENTHOOD OF NEW YORK CITY INC
    26 Bleecker Street
    New York,NY10012
    NONE PC General Support 2,000
    Pratham USA
    9703 Richmond Ave Suite 102
    Houston,TX77042
    NONE PC General Support 7,500
    Queens College Foundation
    Kiely Hall 9th Floor
    65-30 Kissena Boulevard
    Flushing,NY11367
    NONE PC Economics Department 500
    Rio Grande School
    715 Camino Cabra
    Santa Fe,NM87505
    NONE PC General Support 2,000
    Rio Grande School
    715 Camino Cabra
    Santa Fe,NM87505
    NONE PC General Support 2,000
    Robin Hood Foundation
    826 Broadway 9th Fl
    New York,NY10003
    NONE PC General Support 5,000
    ROCKY MOUNTAIN PLANNED PARENTHOOD INC
    7155 E 38th Avenue
    Denver,CO80207
    NONE PC General Support 2,500
    ROCKY MOUNTAIN PLANNED PARENTHOOD INC
    7155 E 38th Avenue
    Denver,CO80207
    NONE PC General Support 2,500
    Rye Country Day School
    Development Office
    3 Cedar Street
    Rye,NY10580
    NONE PC General Support 20,000
    Rye Country Day School
    Development Office
    3 Cedar Street
    Rye,NY10580
    NONE PC General Support and Capital Campaign 20,000
    Santa Fe Preparatory School
    1101 Camino de la Cruz Blanca
    Santa Fe,NM87505
    NONE PC General Support 2,000
    Santa Fe Preparatory School
    1101 Camino de la Cruz Blanca
    Santa Fe,NM87505
    NONE PC General Support 2,000
    SilverSource Inc
    2009 Summer Street
    Stamford,CT06905
    NONE POF General Support 25,000
    Stanford University
    PO Box 20466
    Development Services
    Stanford,CA943090466
    NONE PC General Support 1,000
    Stanford University
    PO Box 20466
    Development Services
    Stanford,CA943090466
    NONE PC SCCM Scholarship in School of Engineering 300,000
    The Clear Fund
    1714 Franklin Street 100335
    Oakland,CA94612
    NONE PC General Support 1,000,000
    The Windward School
    Office of Development
    40 West Red Oak Lane
    White Plains,NY10604
    NONE PC General Support 15,000
    The Windward School
    Office of Development
    40 West Red Oak Lane
    White Plains,NY10604
    NONE PC General Support 15,000
    SOCIETY OF THE THIRD STREET MUSIC SCHOOL
    235 E 11th St
    New York,NY10003
    NONE PC Violin Borrowing Program and Scholarships for Students of Marcia Lewis 40,000
    Wellesley College
    106 Central Street
    Wellesley,MA02481
    NONE PC General Support 2,500
    World Central Kitchen Inc
    655 New York Ave NW 6th Floor
    Washington,DC20001
    NONE PC General Support 2,000
    Yale Alumni Fund
    PO Box 803
    New Haven,CT065030803
    NONE PC General Support 5,000
    Total .................................bullet 3a 2,119,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    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
    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 ............
        18 222,901  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRETURN OF PRIOR PERIOD GRANT
        01 500  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   1,631,637  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,631,637
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 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)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
     
    Employer identification number

    47-5293048
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
     
    Employer identification number
    47-5293048
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    Joshua Blum
    c/o Point72 LP 72 Cummings Point
     
    STAMFORD, CT06902

    $ 1,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    J Andrew McEntire
    c/o Point72 LP 72 Cummings Point
     
    STAMFORD, CT06902

    $ 300,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    Che King Leo
    c/o Point72 LP 72 Cummings Point
     
    STAMFORD, CT06902

    $ 1,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    Michael and Krista Murphy
    c/o Point72 LP 72 Cummings Point
     
    STAMFORD, CT06902

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    Michael Ferrier
    C/O POINT72 LP 72 CUMMINGS POINT
     
    STAMFORD, CT06902

    $ 39,798


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    Joshua Blum
    c/o Point72 LP 72 Cummings Point
     
    STAMFORD, CT06902

    $ 268,082


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
     
    Employer identification number

    47-5293048
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    6
    40,000 shares of Annaly Cap Mgmt Inc $ 342,610 2021-03-29
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    6
    885 shares of Vanguard Long Term Corp $ 88,739 2021-03-29
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    5
    640 shares of Simon Property Group $ 99,433 2021-12-23
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
     
    Employer identification number

    47-5293048
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 32,316 24,237 0 5,665

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

    TY 2021 DepreciationSchedule
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    SILVERSOURCE INC
     
    2009 SUMMER STREET
    STAMFORD,CT06905
    2021-10-13 25,000 Provide support and services to low income seniors 25,000 NO 07/27/2022 2022-07-27 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.

    TY 2021 InvestmentsOtherSchedule2
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    POINT72 CAPITAL INTL LTD FMV 5,468,711 5,468,711
    POINT72 EMPLOYEE OPP FUND LTD FMV 18,132,539 18,132,539

    TY 2021 OtherAssetsSchedule
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CASH IN TRANSIT 1,174,263 302,000 302,000


    TY 2021 OtherDecreasesSchedule
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Description Amount
    PRIOR PERIOD BALANCE SHEET ADJUSTMENT 273


    TY 2021 OtherExpensesSchedule
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 5,737 574 0 5,163
    ADMINISTRATIVE FEE EXPENSE 38,051 0 0 38,051
    DE SECRETARY OF STATE FEE 25 0 0 25


    TY 2021 OtherIncomeSchedule2
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Return of prior period grant 500 0 0


    TY 2021 OtherIncreasesSchedule
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Description Amount
    UNREALIZED GAINS ON INVESTMENTS 1,233,715


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REGISTERED AGENT FEES 461 0 0 461


    TY 2021 TaxesSchedule
    Name:
    POINT72 EMPLOYEE DIRECTED GIVING FOUNDATION
    EIN:
    47-5293048
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX EXPENSE 22,328 0 0 0