Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE EMILY HALL TREMAINE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)171 ORANGE STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HAVEN, CT065103153
A Employer identification number

22-2533743
B Telephone number (see instructions)

(203) 639-5547
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$104,340,619
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 180 180  
4 Dividends and interest from securities... 338,035 1,230,356  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,485,323
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 8,686,903
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)....... 28,582 5,518,033  
12 Total. Add lines 1 through 11........ 6,852,120 15,435,472  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 217,117 0   217,117
14 Other employee salaries and wages...... 254,799 0   254,799
15 Pension plans, employee benefits....... 143,107 0   143,107
16a Legal fees (attach schedule)......... 5,000 0   5,000
b Accounting fees (attach schedule)....... 19,900 0   19,900
c Other professional fees (attach schedule)....        
17 Interest...............   18,334    
18 Taxes (attach schedule) (see instructions)... 203,790 23,260   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 35,026 0   35,026
21 Travel, conferences, and meetings....... 35,685 0   35,685
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,020,223 903,412   430,745
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,934,647 945,006   1,141,379
25 Contributions, gifts, grants paid....... 3,094,076 3,094,076
26 Total expenses and disbursements. Add lines 24 and 25 5,028,723 945,006   4,235,455
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,823,397
b Net investment income (if negative, enter -0-) 14,490,466
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 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............. 13,938 14,856 14,856
2 Savings and temporary cash investments......... 96,387 53,316 53,316
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).......... 70,912,969 Click to see attachment72,821,849 104,220,744
14 Land, buildings, and equipment: basis bullet337,352
Less: accumulated depreciation (attach schedule) bullet309,885 27,467 Click to see attachment27,467 27,467
15 Other assets (describe bullet) Click to see attachment9,886 Click to see attachment24,236 Click to see attachment24,236
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 71,060,647 72,941,724 104,340,619
Liabilities 17 Accounts payable and accrued expenses.......... 1,110 58,790
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)......... 1,110 58,790
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........... 71,059,537 72,882,934
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)..... 71,059,537 72,882,934
30 Total liabilities and net assets/fund balances (see instructions). 71,060,647 72,941,724
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
71,059,537
2
Enter amount from Part I, line 27a .....................
2
1,823,397
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
72,882,934
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
72,882,934
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 THRU SCHEDULE K-1 - EHTF, LP P    
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       8,686,903
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       8,686,903
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 8,686,903
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 0
3 Add lines 1 and 2........................... 3 201,417
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- ..... 5 201,417
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 145,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 170,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2,373
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 33,790
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   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? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    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
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.TREMAINEFOUNDATION.ORG
    14
    The books are in care ofbulletMICHELLE KNAPIK PRESIDENT Telephone no.bullet (203) 639-5544

    Located atbullet171 ORANGE STREETNEW HAVENCT ZIP+4bullet065103153
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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
     
    No
    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
    LAUREN COLLINS DIRECTOR, CHAIR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    PALMER DEPETRO DIRECTOR, SECRETARY
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    HUNTER C TREMAINE DIRECTOR, TREASURER
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    PORTER COLLINS DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    CLEIGHTON DEPETRO DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    MARILYN S DEPETRO DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    WHITNEY T O'BRIEN DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    WILLIAM O'BRIEN DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    JANET T STANLEY DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    MACKENZIE STANLEY DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    JOHN MCGEAN TREMAINE JR DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    PAGE TREMAINE DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    SARAH C TREMAINE DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    EMILY WICK DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    ATWOOD COLLINS III DIRECTOR EMERITUS
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    PETER STANLEY DIRECTOR EMERITUS
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    BURTON G TREMAINE III DIRECTOR EMERITUS
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    JOHN MCGEAN TREMAINE DIRECTOR EMERITUS
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    DIANA DEPETRO ASSOCIATE DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    ALEXANDRA TREMAINE ASSOCIATE DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    TYLER TREMAINE ASSOCIATE DIRECTOR
    3.00
    0 0 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    MICHELLE KNAPIK PRESIDENT
    40.00
    217,117 53,747 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    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
    HEATHER PONTONIO SENIOR PROGRAM DIREC
    40.00
    98,293 26,017 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    ALEXIS BIVENS PROGRAM DIRECTOR
    40.00
    90,102 24,260 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    RENIE BESAW ACCOUNTING MANAGER
    20.00
    66,404 8,301 0
    171 ORANGE STREET
    NEW HAVEN,CT065103153
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    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
    101,006,597
    b
    Average of monthly cash balances.......................
    1b
    623,527
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    101,630,124
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    101,630,124
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,524,452
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    100,105,672
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,005,284
    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
    5,005,284
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    201,417
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    201,417
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,803,867
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    25,000
    5
    Add lines 3 and 4............................
    5
    4,828,867
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    4,828,867
    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 4,828,867
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 3,660,154
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,235,455
    a Applied to 2020, but not more than line 2a 3,660,154
    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..... 575,301
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 ..........
    4,253,566
    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) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    AIM ACADEMY
    1200 RIVER ROAD
    CONSHOHOCKEN,PA19428
    N/A PC EDUCATION - GENERAL OPERATING 125,000
    AIM ACADEMY
    1200 RIVER ROAD
    CONSHOHOCKEN,PA19428
    N/A PC EDUCATION - CAPACITY BUILDING 50,000
    AIM ACADEMY
    1200 RIVER ROAD
    CONSHOHOCKEN,PA19428
    N/A PC EDUCATION - CAPACITY BUILDING 17,750
    AIR INSTITUTE
    8003 CLEARFIELD ROAD
    FREDERICK,MD21702
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 60,000
    AIR INSTITUTE
    8003 CLEARFIELD ROAD
    FREDERICK,MD21702
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 25,000
    AIR INSTITUTE
    8003 CLEARFIELD ROAD
    FREDERICK,MD21702
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 10,000
    ALBERMARLE HOUSING IMPROVEMENT PROGRAM INC
    2127 BERKMAR DRIVE
    CHARLOTTESVILLE,VA22901
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    ALL HANDS AND HEARTS SMART RESPONSE INC
    6 COUNTY ROAD SUITE 6
    MATTAPOISETT,MA02739
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    AMERICANS FOR THE ARTS INC
    1275 K STREET NW SUITE 1200
    WASHINGTON,DC20005
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 35,000
    ANGELS AMONG US PET RESCUE INC
    PO BOX 821
    ALPHARETTA,GA30009
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    ANNUNCIATION ORTHODOX SCHOOL
    3600 YOAKUM BOULEVARD
    HOUSTON,TX77006
    N/A PC EDUCATION - GENERAL OPERATING 3,000
    ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
    PO BOX 2260
    TEMPE,AZ85280
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    ART AND CULTURE TOGETHER INC
    305 KNOWLTON STREET
    BRIDGEPORT,CT06608
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    ARTIST TRUST
    1835 12TH AVENUE
    SEATTLE,WA98122
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 35,000
    ARTIST TRUST
    1835 12TH AVENUE
    SEATTLE,WA98122
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 30,000
    ARTISTS ASSOCIATION OF NANTUCKET
    24 AMELIA DRIVE SUITE 1
    NANTUCKET,MA02554
    N/A PC ENVIRONMENT - GENERAL OPERATING 5,000
    ARTS & BUSINESS COUNCIL OF GREATER BOSTON INC
    15 CHANNEL CENTER STREET SUITE 103
    BOSTON,MA02210
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 10,000
    ARTS & BUSINESS COUNCIL OF GREATER BOSTON INC
    15 CHANNEL CENTER STREET SUITE 103
    BOSTON,MA02210
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 50,000
    ARTS & BUSINESS COUNCIL OF GREATER BOSTON INC
    15 CHANNEL CENTER STREET SUITE 103
    BOSTON,MA02210
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 15,000
    ARTS COUNCIL OF WINSTON-SALEM AND FORESYTH COUNTY
    251 N SPRUCE STREET
    WINSTONSALEM,NC27101
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 20,000
    ARTS COUNCIL OF WINSTON-SALEM AND FORESYTH COUNTY
    251 N SPRUCE STREET
    WINSTONSALEM,NC27101
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 30,000
    ASIAN COMMUNITY DEVELOPMENT CORP
    38 OAK STREET
    BOSTON,MA02111
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    ASPETUCK LAND TRUST INC
    PO BOX 444
    WESTPORT,CT06881
    N/A PC ENVIRONMENT - GENERAL OPERATING 2,500
    ATLANTA CONCORDE FIRE SOCCER ASSOCIATION INC
    860 JOHNSON FERRY ROAD SUITE 140
    329
    ATLANTA,GA30342
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    BABSON COLLEGE
    231 FOREST STREET
    WELLESLEY,MA02457
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    BETHEL EDUCATION FOUNDATION
    PO BOX 92
    BETHEL,CT06801
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    BROOKLINE FOOD PANTRY INC
    15 SAINT PAUL STREET
    BROOKLINE,MA02446
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    BROOKLINE FOUNDATION INC
    PO BOX 470652
    BROOKLINE,MA02146
    N/A PC EDUCATION - GENERAL OPERATING 7,500
    C4 ATLANTA INC
    PO BOX 170319
    ATLANTA,GA30317
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 25,000
    CHARLOTTESVILLE AREA COMMUNITY FDN
    PO BOX 1767
    CHARLOTTESVILLE,NC22902
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 16,800
    CHIEFS FOR CHANGE
    1455 PENNSYLVANIA AVENUE SUITE
    400-311
    WASHINGTON,DC20004
    N/A PC EDUCATION - PROJECT/PROGRAM 50,000
    CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION INC
    1575 NE EXPRESSWAY
    ATLANTA,GA30329
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    CITIZENS FOR A HEALTHY BAY
    535 DOCK STREET SUITE 213
    TACOMA,WA98402
    N/A PC ENVIRONMENT - GENERAL OPERATING 6,150
    CLEVELAND BOTANICAL GARDENS
    11030 EAST BOULEVARD
    CLEVELAND,OH44106
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVENUE
    CLEVELAND,OH44195
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    CLEVELAND MUSEUM OF ART
    11150 E BOULEVARD
    CLEVELAND,OH44106
    N/A PC VISUAL ARTS - GENERAL OPERATING 1,000
    COLCHESTER LAND TRUST INC
    PO BOX 93
    COLCHESTER,CT06415
    N/A PC ENVIRONMENT - GENERAL OPERATING 500
    COLLEGE OF CHARLESTON
    66 GEORGE STREET
    CHARLESTON,SC29424
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    CONNECTICUT AUDUBON SOCIETY INC
    2325 BURR STREET
    FAIRFIELD,CT06824
    N/A PC ENVIRONMENT - GENERAL OPERATING 1,000
    CONNECTICUT CHALLENGE INC
    250 PEQUOT AVENUE
    SOUTHPORT,CT06890
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    CONNECTICUT COUNCIL FOR PHILANTHROPY
    75 CHARTER OAK 1-205
    HARTFORD,CT06106
    N/A PC ENVIRONMENT - PROJECT/PROGRAM; COLLABORATION 50,000
    CONNECTICUT COUNCIL FOR PHILANTHROPY
    75 CHARTER OAK 1-205
    HARTFORD,CT06106
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 30,000
    CONNECTICUT PUBLIC BROADCASTING INC
    1049 ASYLUM AVENUE
    HARTFORD,CT06105
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 50,000
    CONNECTICUT ROUNDTABLE ON CLIMATE AND JOBS INC
    160 COW HILL ROAD
    CLINTON,CT06413
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 20,000
    CREATIVE WACO
    712 AUSTIN AVENUE
    WACO,TX76701
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 35,000
    DARIEN EMS POST 53 INC
    PO BOX 2066
    DARIEN,CT06820
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500
    DATAHAVEN
    1146 CHAPEL STREET SUITE 202
    NEW HAVEN,CT06511
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 15,000
    DENISON UNIVERSITY
    100 WEST COLLEGE STREET
    GRANVILLE,OH43023
    N/A PC EDUCATION - GENERAL OPERATING 15,000
    EAGLEBROOK SCHOOL (ALLEN-CHASE FOUNDATION)
    PO BOX 7
    DEERFIELD,MA01342
    N/A PC EDUCATION - GENERAL OPERATING 6,000
    EAGLEBROOK SCHOOL (ALLEN-CHASE FOUNDATION)
    PO BOX 7
    DEERFIELD,MA01342
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    EAGLEBROOK SCHOOL (ALLEN-CHASE FOUNDATION)
    PO BOX 7
    DEERFIELD,MA01342
    N/A PC EDUCATION - GENERAL OPERATING 4,000
    EAGLEBROOK SCHOOL (ALLEN-CHASE FOUNDATION)
    PO BOX 7
    DEERFIELD,MA01342
    N/A PC EDUCATION - GENERAL OPERATING 2,500
    EARLYBIRD EDUCATION
    163 HIGHLAND AVENUE SUITE 1067
    NEEDHAM,MA02494
    N/A NC ONGOING DEVELOPMENT OF THE EARLY LITERACY SCREENER. 100,000
    EARLYBIRD EDUCATION
    163 HIGHLAND AVENUE SUITE 1067
    NEEDHAM,MA02494
    N/A NC ONGOING DEVELOPMENT OF THE EARLY LITERACY SCREENER. 75,000
    EARLYBIRD EDUCATION
    163 HIGHLAND AVENUE SUITE 1067
    NEEDHAM,MA02494
    N/A NC ONGOING DEVELOPMENT OF THE EARLY LITERACY SCREENER. 17,750
    ETHEL WALKER SCHOOL INC
    230 BUSHY HILL ROAD
    SIMSBURY,CT06070
    N/A PC EDUCATION - GENERAL OPERATING 30,000
    ETHEL WALKER SCHOOL INC
    230 BUSHY HILL ROAD
    SIMSBURY,CT06070
    N/A PC EDUCATION - GENERAL OPERATING 10,000
    EYE TO EYE INC
    50 BROAD STREET SUITE 1702
    NEW YORK,NY10004
    N/A PC EDUCATION - PROJECT/PROGRAM 5,221
    FAIRFIELD COUNTRY DAY SCHOOL
    2970 BRONSON ROAD
    FAIRFIELD,CT06824
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    FAIRFIELD HISTORICAL SOCIETY INC
    370 BEACH ROAD
    FAIRFIELD,CT06824
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    FAY SCHOOL INC
    PO BOX 9106
    SOUTHBOROUGH,MA01772
    N/A PC EDUCATION - GENERAL OPERATING 2,500
    FEED MY STARVING CHILDREN
    401 93RD AVENUE NW
    COON RAPIDS,MN55433
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,900
    FEED MY STARVING CHILDREN
    401 93RD AVENUE NW
    COON RAPIDS,MN55433
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 100
    FISHERS ISLAND COMMUNITY CENTER INC
    PO BOX 464
    FISHERS ISLAND,NY06390
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    FISHERS ISLAND CONSERVANCY INC
    PO BOX 553
    FISHERS ISLAND,NY06390
    N/A PC ENVIRONMENT - GENERAL OPERATING 1,000
    FISHERS ISLAND CONSERVANCY INC
    PO BOX 553
    FISHERS ISLAND,NY06390
    N/A PC ENVIRONMENT - GENERAL OPERATING 500
    FISHERS ISLAND CONSERVANCY INC
    PO BOX 553
    FISHERS ISLAND,NY06390
    N/A PC ENVIRONMENT - GENERAL OPERATING 5,000
    FISHERS ISLAND CONSERVANCY INC
    PO BOX 553
    FISHERS ISLAND,NY06390
    N/A PC ENVIRONMENT - GENERAL OPERATING 100
    FISHERS ISLAND FIRE DEPARTMENT
    PO BOX 123
    FISHERS ISLAND,NY06390
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500
    FISHERS ISLAND RECREATIONAL PATH FDN
    PO BOX 619
    FISHERS ISLAND,NY06390
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    FISHERS ISLAND RECREATIONAL PATH FDN
    PO BOX 619
    FISHERS ISLAND,NY06390
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500
    FIVE FROGS INC
    357 COMMERCE DRIVE 1142
    FAIRFIELD,CT06825
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    FREE LIBRARY OF PHILADELPHIA FOUNDATION
    1901 VINE STREET SUITE 111
    PHILADELPHIA,PA19103
    N/A PC EDUCATION - GENERAL OPERATING 100,000
    FRIENDS OF MATERIALS FOR THE ARTS
    33-00 NORTHERN BOULEVARD 3RD FLOOR
    LONG ISLAND CITY,NY11101
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    GIG HARBOR PENINSULA FISH
    PO BOX 154
    GIG HARBOR,WA98335
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    GREAT PLAINS INSTITUTE (SUSTAINABLE STATES NETWORK)
    2801 21ST AVENUE SOUTH SUITE 220
    MINNEAPOLIS,MN55407
    N/A PC ENVIRONMENT - GENERAL OPERATING 30,000
    GREAT PLAINS INSTITUTE (SUSTAINABLE STATES NETWORK)
    2801 21ST AVENUE SOUTH SUITE 220
    MINNEAPOLIS,MN55407
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 50,000
    GREAT PLAINS INSTITUTE (SUSTAINABLE STATES NETWORK)
    2801 21ST AVENUE SOUTH SUITE 220
    MINNEAPOLIS,MN55407
    N/A PC ENVIRONMENT - PROJECT/PROGRAM; CAPACITY BUILDING 50,000
    GREAT PLAINS INSTITUTE (SUSTAINABLE STATES NETWORK)
    2801 21ST AVENUE SOUTH SUITE 220
    MINNEAPOLIS,MN55407
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 30,000
    GREATER CLEVELAND SPORTS HALL OF FAME INC
    1120 CHESTER AVENUE SUITE 470
    CLEVELAND,OH44114
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000
    GREENS FARMS ACADEMY
    PO BOX 998
    GREENS FARMS,CT06838
    N/A PC EDUCATION - GENERAL OPERATING 10,000
    GREENS FARMS ACADEMY
    PO BOX 998
    GREENS FARMS,CT06838
    N/A PC EDUCATION - GENERAL OPERATING 8,000
    GROUNDWORK BRIDGEPORT
    1001 MAIN STREET SUITE 20
    BRIDGEPORT,CT06604
    N/A PC ENVIRONMENT - GENERAL OPERATING 20,000
    HARVARD GRADUATE SCHOOL OF EDUCATION
    OFFICE OF THE RECORDING SECRETARY
    124 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    HASKINS LABORATORIES INC
    300 GEORGES STREET
    NEW HAVEN,CT06511
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    HASKINS LABORATORIES
    300 GEORGES STREET
    NEW HAVEN,CT06511
    N/A PC EDUCATION - PROJECT/PROGRAM 40,000
    HATHAWAY BROWN SCHOOL
    196000 NORTH PARK BOULEVARD
    SHAKER HEIGHTS,OH44122
    N/A PC EDUCATION - GENERAL OPERATING 27,500
    HENRY L FERGUSON MUSEUM
    PO BOX 554
    FISHERS ISLAND,NY06390
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    HILLSIDE SCHOOL
    404 ROBIN HILL ROAD
    MARLBOROUGH,MA01752
    N/A PC EDUCATION - GENERAL OPERATING 7,850
    HILLSIDE SCHOOL
    404 ROBIN HILL ROAD
    MARLBOROUGH,MA01752
    N/A PC EDUCATION - GENERAL OPERATING 4,950
    HYPERALLERGIC MEDIA INC
    181 NORTH 11TH STREET SUITE 302
    BROOKLYN,NY11211
    N/A NC EMILY HALL TREMAINE JOURNALISM FELLOWSHIP FOR CURATORS. 80,000
    INDIAN RIVER HOSPITAL FOUNDATION INC
    1000 36TH STREET
    VERO BEACH,FL32960
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    INTERNATIONAL DOCUMENTARY ASSOCIATION
    3600 WILSHIRE BOULEVARD SUITE 1810
    LOS ANGELES,CA90010
    N/A PC LEFT BEHIND, FILM ID 5213 5,000
    ISLAND HEALTH PROJECT
    PO BOX 344
    FISHERS ISLAND,NY06390
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    ISLAND HEALTH PROJECT
    PO BOX 344
    FISHERS ISLAND,NY06390
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500
    ISLAND HEALTH PROJECT
    PO BOX 344
    FISHERS ISLAND,NY06390
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    IX ART PARK FOUNDATION
    201 EAST MAIN STREET SUITE O
    CHARLOTTESVILLE,VA22902
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    JEFFERSON LAND TRUST
    1033 LAWRENCE STREET
    PORT TOWNSEND,WA98368
    N/A PC ENVIRONMENT - GENERAL OPERATING 45,000
    JESSE LEWIS CHOOSE LOVE FOUNDATION
    PO BOX 605
    NEWTOWN,CT06470
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500
    KENT SCHOOL CORPORATION
    PO BOX 2006
    KENT,CT06757
    N/A PC EDUCATION - GENERAL OPERATING 2,000
    KENTUCKY ARTS COUNCIL
    500 MERO STREET 5TH FLOOR
    FRANKFORT,KY40601
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 10,000
    KEY PENINSULA CIVIC CENTER
    PO BOX 82
    VAUGHN,WA98394
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    KINDLING GROUP
    4021 N BROADWAY STREET
    CHICAGO,IL60613
    N/A PC EDUCATION - PROJECT/PROGRAM 100,000
    LAXART
    7000 SANTA MONICA BOULEVARD
    LOS ANGELES,CA90038
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 100,000
    LITTLE SISTERS FUND
    PO BOX 909
    HAILEY,ID83333
    N/A PC EDUCATION - GENERAL OPERATING 10,000
    LONGBRANCH FOUNDATION
    PO BOX 111
    LAKEBAY,WA98349
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 4,500
    LOOMIS INSTITUTE
    4 BATCHELDER ROAD
    WINDSOR,CT06095
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    METRO SQUASH NFP
    6100 S COTTAGE GROVE AVENUE
    CHICAGO,IL60637
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    MIDDLEBURY COLLEGE
    700 EXCHANGE STREET SUITE 214
    MIDDLEBURY,VT05753
    N/A PC EDUCATION - GENERAL OPERATING 3,700
    MINORITY INCLUSION PROJECT
    10 MAIN STREET UNIT 405
    WINDSOR LOCKS,CT06096
    N/A PC ENVIRONMENT - PROJECT/PROGRAM; GENERAL OPERATING 20,000
    NANTUCKET CONSERVATION FDN INC
    PO BOX 13
    NANTUCKET,MA02554
    N/A PC ENVIRONMENT - GENERAL OPERATING 5,000
    NATIONAL SAILING HALL OF FAME MUSEUM INC
    365 THAMES STREET
    NEWPORT,RI02840
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    NEW YORK HARBOR FOUNDATION
    BATTERY MARINE BUILDING SLIP 7 10
    SOUTH STREET
    NEW YORK,NY10004
    N/A PC ENVIRONMENT - GENERAL OPERATING 2,000
    NO GREATER SACRIFICE FOUNDATION
    1101 PENNSYLVANIA AVENUE NW SUITE
    300
    WASHINGTON,DC20004
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    NORTH OLYMPIC SALMON COALITION
    PO BOX 197
    PORT TOWNSEND,WA98368
    N/A PC ENVIRONMENT - GENERAL OPERATING 6,150
    NORTHLAND HOSPICE AND PALLIATIVE CARE INC
    452 N SWITZER CANYON DRIVE SUITE A
    FLAGSTAFF,AZ86001
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500
    ODYSSEY INC
    1424 W PACES FERRY ROAD NW
    ATLANTA,GA30327
    N/A PC EDUCATION - GENERAL OPERATING 2,500
    OHIO-WESLEYAN UNIVERSITY
    61 S SANDUSKY STREET
    DELAWARE,OH43015
    N/A PC EDUCATION - GENERAL OPERATING 2,500
    PEACHTREE ROAD UNITED METHODIST CHURCH
    3180 PEACHTREE ROAD NW
    ATLANTA,GA30305
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    PEQUOT LIBRARY ASSOCIATION
    720 PEQUOT AVENUE
    SOUTHPORT,CT06890
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,500
    PEQUOT LIBRARY ASSOCIATION
    720 PEQUOT AVENUE
    SOUTHPORT,CT06890
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000
    PERFORMANCE ZONE INC (DBA THE FIELD)
    75 MAIDEN LANE SUITE 906
    NEW YORK,NY10038
    N/A PC VISUAL ARTS - GENERAL OPERATING 20,000
    PERFORMANCE ZONE INC (DBA THE FIELD)
    75 MAIDEN LANE SUITE 906
    NEW YORK,NY10038
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    PHILADELPHIA SCHOOLS PROJECT (DBA PHILADELPHIA SCHOOL PARTNERSHIP)
    150 S INDEPENDENCE MALL WEST SUITE
    1200
    PHILADELPHIA,PA19106
    N/A PC EDUCATION - PROJECT/PROGRAM 15,000
    PRATT INSTITUTE
    200 WILLOUGHBY AVENUE
    BROOKLYN,NY11205
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 15,000
    PRATT INSTITUTE
    200 WILLOUGHBY AVENUE
    BROOKLYN,NY11205
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 10,000
    PREBLE STREET
    55 PORTLAND STREET
    PORTLAND,ME04101
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    PROVIDENCE PORTLAND MEDICAL FOUNDATION
    4805 NE GLISAN STREET SUITE 1G14
    PORTLAND,OR97213
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    PROVIDENCE PORTLAND MEDICAL FOUNDATION
    4805 NE GLISAN STREET SUITE 1G14
    PORTLAND,OR97213
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    RAISING A READER (RAR-MA INC)
    3 SCHOOL STREET 3RD FLOOR
    BOSTON,MA02108
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    RIVERSIDE THEATRE
    3250 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    RIVERSIDE THEATRE
    3250 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    ROLLINS COLLEGE
    PO BOX 864168
    ORLANDO,FL32886
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    ROW NEW YORK
    163 AMSTERDAM AVENUE SUITE 1108
    NEW YORK,NY10023
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825
    N/A PC EDUCATION - GENERAL OPERATING 1,500
    SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825
    N/A PC EDUCATION - GENERAL OPERATING 100
    SALISBURY SCHOOL
    251 CANAAN ROAD
    SALISBURY,CT06068
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    SCHENCK SCHOOL INC
    282 MT PARAN ROAD NW
    ATLANTA,GA30327
    N/A PC EDUCATION - GENERAL OPERATING 10,000
    SECOND STREET GALLERY INC
    115 SECOND STREET
    CHARLOTTESVILLE,VA22902
    N/A PC VISUAL ARTS - GENERAL OPERATING 1,000
    SHENANDOAH VALLEY ART CENTER INC
    PO BOX 907
    WAYNESBORO,VA22980
    N/A PC VISUAL ARTS - GENERAL OPERATING 1,000
    SHEPHERD CENTER FOUNDATION INC
    2020 PEACHTREE ROAD NW
    ATLANTA,GA30309
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    SHORELINE ARTS ALLIANCE
    206A BOSTON POST ROAD
    MADISON,CT06437
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 20,000
    SKIDMORE COLLEGE
    815 N BROADWAY
    SARATOGA SPRINGS,NY12866
    N/A PC EDUCATION - GENERAL OPERATING 4,000
    SOCCER IN THE STREETS INC
    130 BOULEVARD NE 4
    ATLANTA,GA30312
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    SOCCER IN THE STREETS INC
    130 BOULEVARD NE 4
    ATLANTA,GA30312
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 100
    SOCIAL GOOD FUND
    12651 SAN PABLO AVENUE 5473
    RICHMOND,CA94805
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500
    SOUTHPORT CONGREGATIONAL UNITED CHURCH
    524 PEQUOT AVENUE
    SOUTHPORT,CT06890
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 4,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 100
    ST THOMAS MORE CATHOLIC CHURCH
    374 MIDDLESEX ROAD
    DARIEN,CT06820
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000
    SUFFIELD ACADEMY
    185 NORTH MAIN STREET
    SUFFIELD,CT06078
    N/A PC EDUCATION - GENERAL OPERATING 2,500
    SUFFIELD ACADEMY
    185 NORTH MAIN STREET
    SUFFIELD,CT06078
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    SUFFIELD ACADEMY
    185 NORTH MAIN STREET
    SUFFIELD,CT06078
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    SUFFIELD ACADEMY
    185 NORTH MAIN STREET
    SUFFIELD,CT06078
    N/A PC EDUCATION - GENERAL OPERATING 2,400
    SUSTAINABLE CT INC
    9 CHARLES WAY 300
    STORRS,CT06268
    N/A PC ENVIRONMENT - GENERAL OPERATING 99,304
    SUSTAINABLE CT INC
    9 CHARLES WAY 300
    STORRS,CT06268
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 130,000
    SUSTAINABLE CT INC
    9 CHARLES WAY 300
    STORRS,CT06268
    N/A PC ENVIRONMENT - GENERAL OPERATING 125,000
    SUSTAINABLE CT INC
    9 CHARLES WAY 300
    STORRS,CT06268
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 10,000
    SUSTAINABLE CT INC
    9 CHARLES WAY 300
    STORRS,CT06268
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 45,000
    SUSTAINABLE CT INC
    9 CHARLES WAY 300
    STORRS,CT06268
    N/A PC ENVIRONMENT - CAPACITY BUILDING 50,000
    SUSTAINABLE CT INC
    9 CHARLES WAY 300
    STORRS,CT06268
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 10,000
    SUSTAINABLE CT INC
    9 CHARLES WAY 300
    STORRS,CT06268
    N/A PC ENVIRONMENT - GENERAL OPERATING 7,551
    SUSTAINABLE CT INC
    9 CHARLES WAY 300
    STORRS,CT06268
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 20,000
    TAFT SCHOOL CORPORATION
    110 WOODBURY ROAD
    WATERTOWN,CT06795
    N/A PC EDUCATION - GENERAL OPERATING 2,500
    TARA FARM RESCUE
    670 BABCOCK HILL ROAD
    COVENTRY,CT06238
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500
    TEN DIRECTIONS INC
    318 WEST MAIN STREET
    CHESTER,CT06412
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 10,000
    THE ANDREW K DWYER FOUNDATION
    756 GUARD HILL ROAD
    BEDFORD,MA10506
    N/A PC EDUCATION - GENERAL OPERATING 1,400
    THE ANDREW K DWYER FOUNDATION
    756 GUARD HILL ROAD
    BEDFORD,MA10506
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    THE ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVENUE
    CHICAGO,IL60603
    N/A PC VISUAL ARTS - GENERAL OPERATING 5,000
    THE ARTS COUNCIL OF GREATER NEW HAVEN
    70 AUDUBON STREET 2A
    NEW HAVEN,CT06510
    N/A PC ENVIRONMENT - GENERAL OPERATING 20,000
    THE BOSTON HOUSE HOPE AND HEALING FOR CHILDREN WITH CANCER
    229 KENT STREET
    BROOKLINE,MA02446
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    THE DEPARTMENT OF CULTURAL AFFAIRS (NEW HAVEN FESTIVAL INC)
    165 CHURCH STREET 2ND FLOOR
    NEW HAVEN,CT06510
    N/A PC ENVIRONMENT - PROJECT/PROGRAM 10,000
    THE INNOCENCE PROJECT
    40 WORTH STREET SUITE 701
    NEW YORK,NY10013
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    THE KINKAID SCHOOL
    ATTN ADVANCEMENT 201 KINKAID SCHOOL
    DRIVE
    HOUSTON,TX77024
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    THE LEARNING ALLIANCE
    PO BOX 2647
    VERO BEACH,FL32961
    N/A PC EDUCATION - GENERAL OPERATING 2,500
    THE LEARNING ALLIANCE
    PO BOX 2647
    VERO BEACH,FL32961
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    THE LEARNING ALLIANCE
    PO BOX 2647
    VERO BEACH,FL32961
    N/A PC EDUCATION - GENERAL OPERATING 155,000
    THE LIGHTHOUSE WORKS INC
    PO BOX 385
    FISHERS ISLAND,NY06390
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 6,000
    THE MUSTARD SEED PROJECT OF KEY PENINSULA
    PO BOX 182
    VAUGHN,WA98394
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 10,000
    THE MUSTARD SEED PROJECT OF KEY PENINSULA
    PO BOX 182
    VAUGHN,WA98394
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500
    THE SOUTHPORT SCHOOL
    214 MAIN STREET
    SOUTHPORT,CT06890
    N/A PC EDUCATION - GENERAL OPERATING 2,500
    THOMAS S KENAN INSTITUTE FOR THE ARTS UNIVERSITY OF NORTH CAROLINA SCHOOL
    1722 SOUTH MAIN STREET
    WINSTONSALEM,NC27127
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 33,000
    TRIANGLE ARTWORKS
    3119 BIRNAMWOOD ROAD
    RALEIGH,NC27607
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 30,000
    TRINITY SCHOOL INC
    4301 NORTHSIDE PARKWAY NW
    ATLANTA,GA30327
    N/A PC EDUCATION - GENERAL OPERATING 10,000
    TRUMBULL EMS
    250 MIDDLEBROOKS AVENUE
    TRUMBULL,CT06611
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500
    UNITED WAY-THOMAS JEFFERSON AREA
    806 EAST HIGH STREET
    CHARLOTTESVILLE,VA22902
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 15,000
    UNIVERSITY CLUB FOUNDATION
    76 E MONROE STREET
    CHICAGO,IL60603
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    UNIVERSITY HOSPITALS HEALTH SYSTEMS INC
    11100 EUCLID AVENUE
    CLEVELAND,OH44106
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000
    UNIVERSITY OF TEXAS AT AUSTIN
    305 E 23RD STREET
    AUSTIN,TX78712
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    UNIVERSITY OF TEXAS AT AUSTIN
    305 E 23RD STREET
    AUSTIN,TX78712
    N/A PC EDUCATION - GENERAL OPERATING 1,000
    UNIVERSITY OF TEXAS AT AUSTIN
    305 E 23RD STREET
    AUSTIN,TX78712
    N/A PC EDUCATION - GENERAL OPERATING 32,000
    UNIVERSITY OF TEXAS AT AUSTIN
    305 E 23RD STREET
    AUSTIN,TX78712
    N/A PC EDUCATION - GENERAL OPERATING 500
    UNIVERSITY OF TEXAS AT AUSTIN
    305 E 23RD STREET
    AUSTIN,TX78712
    N/A PC EDUCATION - GENERAL OPERATING 3,000
    USA SWIMMING FOUNDATION INC
    1 OLYMPIC PLAZA
    COLORADO SPRINGS,CO80909
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,000
    VERO BEACH DOG PARK INC
    505 BEACHLAND BOULEVARD SUITE 1-124
    VERO BEACH,FL32963
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000
    VERO BEACH DOG PARK INC
    505 BEACHLAND BOULEVARD SUITE 1-124
    VERO BEACH,FL32963
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    VERO BEACH MUSEUM OF ART
    3001 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963
    N/A PC VISUAL ARTS - GENERAL OPERATING 1,000
    VIRGINIA MUSEUM OF FINE ARTS FOUNDATION
    200 N BOULEVARD
    RICHMOND,VA23220
    N/A PC VISUAL ARTS - GENERAL OPERATING 1,000
    VIRGINIA TECH FOUNDATIONWVTF PUBLIC RADIO
    3520 KINGSBURY ROAD
    ROANOAKE,VA24014
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    WALSH PARK BENEVOLENT CORP
    PO BOX 684
    FISHERS ISLAND,NY06390
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000
    WARREN T JACKSON ELEMENTARY SCHOOL PTA
    1325 MOUNT PARAN ROAD
    ATLANTA,GA30327
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    WELLESLEY COLLEGE
    106 CENTRAL STREET
    WELLESLEY,MA02481
    N/A PC EDUCATION - GENERAL OPERATING 10,000
    WESTERN RESERVE LAND CONSERVANCY
    3850 CHAGRIN RIVER ROAD
    MORELAND HILLS,OH44022
    N/A PC ENVIRONMENT - GENERAL OPERATING 1,500
    WESTMINSTER SCHOOLS INC
    1424 W PACES FERRY ROAD NW
    ATLANTA,GA30327
    N/A PC EDUCATION - GENERAL OPERATING 10,000
    WILLIAM RAVEIS CHARITABLE FUND INC
    7 TRAP FALLS ROAD
    SHELTON,CT06484
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    WILLIAMS COLLEGE
    75 PARK STREET
    WILLIAMSTOWN,MA01267
    N/A PC EDUCATION - GENERAL OPERATING 3,700
    WINDOW TO THE WORLD COMMUNICATIONS INC
    5400 N ST LOUIS AVENUE
    CHICAGO,IL60625
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000
    WORTHY JOHNSON SCHOLARSHIP TRUST INC
    PO BOX 75
    SOUTHPORT,CT06880
    N/A PC EDUCATION - GENERAL OPERATING 5,000
    WORTHY JOHNSON SCHOLARSHIP TRUST INC
    PO BOX 75
    SOUTHPORT,CT06880
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,500
    YELLOW TULIP PROJECT
    533 CONGRESS STREET
    PORTLAND,ME04101
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    YOUTH SAILING FOUNDATION OF INDIAN RIVER COUNTY
    PO BOX 612
    VERO BEACH,FL32961
    N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000
    Total .................................bullet 3a 3,094,076
    bApproved for future payment
    AAMC FOUNDATION
    205 LEXINGTON AVENUE SUITE 901
    NEW YORK,NY10016
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 50,000
    AMERICANS FOR THE ARTS INC
    1275 K STREET NW SUITE 1200
    WASHINGTON,DC20005
    N/A PC VISUAL ARTS - PROJECT/PROGRAM 15,000
    Total .................................bullet 3b 65,000
    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 ...........
        14 180  
    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 6,485,323  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRETURNED GRANT
        01 25,000  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 6,848,538 3,582
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,852,120
    (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.)
    1A REGISTRATION FEES FOR CONFERENCE TO PROMOTE "ARTIST'S THRIVE" INITITATIVE.
    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

    TY 2021 AccountingFeesSchedule
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL STATEMENT REVIEW AND TAX RETURN PREPARATION 19,900 0   19,900

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    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
    BELLA MENTE QUANTUM RACING ASSOCIATION
     
    333 SOUTH 7TH STREET SUITE 3100
    MINNEAPOLIS,MN554022442
    2020-02-11 10,000 DEVELOP AND SUPPORT AN AMERICA'S CUP TEAM. 10,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 03.05.2021   N/A
    EARLYBIRD EDUCATION
     
    163 HIGHLAND AVENUE SUITE 1067
    NEEDHAM,MA024943025
    2020-12-15 15,000 ONGOING DEVELOPMENT OF THE EARLY LITERACY SCREENER. 15,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 03.20.2021   N/A
    HYPERALLERGIC MEDIA INC
     
    181 NORTH 11TH STREET SUITE 302
    BROOKLYN,NY112111175
    2020-03-27 80,000 EMILY HALL TREMAINE JOURNALISM FELLOWSHIP FOR CURATORS. 80,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 02.28.2021   N/A
    EARLYBIRD EDUCATION
     
    163 HIGHLAND AVENUE SUITE 1067
    NEEDHAM,MA024943025
    2021-06-22 100,000 ONGOING DEVELOPMENT OF THE EARLY LITERACY SCREENER.   TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF PENDING   N/A
    HYPERALLERGIC MEDIA INC
     
    181 NORTH 11TH STREET SUITE 302
    BROOKLYN,NY112111175
    2021-03-09 80,000 EMILY HALL TREMAINE JOURNALISM FELLOWSHIP FOR CURATORS.   TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF PENDING   N/A
    EARLYBIRD EDUCATION
     
    163 HIGHLAND AVENUE SUITE 1067
    NEEDHAM,MA024943025
    2021-12-07 75,000 ONGOING DEVELOPMENT OF THE EARLY LITERACY SCREENER.   TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF PENDING   N/A
    EARLYBIRD EDUCATION
     
    163 HIGHLAND AVENUE SUITE 1067
    NEEDHAM,MA024943025
    2021-12-21 17,750 ONGOING DEVELOPMENT OF THE EARLY LITERACY SCREENER.   TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF PENDING   N/A

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    EHTF, LP   PURCHASED         COST 0 6,485,323  

    TY 2021 GeneralExplanationAttachment
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    Identifier Return Reference Explanation
    SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VI-A, LINE 11 NAME OF CONTROLLED ENTITY - EHTF, LPEMPLOYER ID NO - 46-5227132ADDRESS - 171 ORANGE STREET, NEW HAVEN, CT 06510-3153EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $4,325,000DESCRIPTION OF TRANSFER - RETURN OF CAPITAL

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EHTF, LP (99.999% INTEREST) AT COST 72,821,849 104,220,744

    TY 2021 LandEtcSchedule2
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    ARTWORKS 27,467 0 27,467 27,467
    OFFICE EQUIPMENT 78,866 78,866 0  
    LEASEHOLD IMPROVEMENTS 231,019 231,019 0  


    TY 2021 LegalFeesSchedule
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 5,000 0   5,000


    TY 2021 OtherAssetsSchedule
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSITS 9,886 24,236 24,236


    TY 2021 OtherExpensesSchedule
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL OFFICE EXPENSES 36,132 0   36,132
    DUE AND SUBSCRIPTIONS 2,500 0   2,500
    INSURANCE 7,107 0   7,107
    PROGRAM RELATED EXPENSES 385,006 0   385,006
    OTHER INVESTMENT EXPENSES 589,478 903,412   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME (LOSS) THRU SCHEDULE K-1   5,518,033  
    CONFERENCE REGISTRATION INCOME 3,582   3,582
    RETURNED GRANT 25,000   25,000


    TY 2021 TaxesSchedule
    Name:
    THE EMILY HALL TREMAINE FOUNDATION INC
    EIN:
    22-2533743
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 203,790 0   0
    FOREIGN TAXES WITHHELD THRU SCHEDULE K-1 0 23,260   0