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
CAPLAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)11433 CRONRIDGE DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OWINGS MILLS, MD211172294
A Employer identification number

52-2005222
B Telephone number (see instructions)

(443) 796-7435
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$3,115,026J 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      
4 Dividends and interest from securities... 26,305 26,305  
5a Gross rents............ 111,527 111,527  
b Net rental income or (loss) 111,527
6a Net gain or (loss) from sale of assets not on line 10 31,066
b Gross sales price for all assets on line 6a 60,609
7 Capital gain net income (from Part IV, line 2)... 31,066
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 168,898 168,898  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,592 2,296   2,296
c Other professional fees (attach schedule).... Click to see attachment 5,437 5,437   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,678 478   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,219 485   734
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,926 8,696   3,030
25 Contributions, gifts, grants paid....... 118,351 118,351
26 Total expenses and disbursements. Add lines 24 and 25 132,277 8,696   121,381
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,621
b Net investment income (if negative, enter -0-) 160,202
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............. 23,804 35,116 35,116
2 Savings and temporary cash investments.........      
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)....... 823,162 Click to see attachment830,054 1,302,907
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).......... 364,090 Click to see attachment382,507 1,768,464
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment8,539 Click to see attachment8,539 Click to see attachment8,539
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,219,595 1,256,216 3,115,026
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,219,595 1,256,216
29 Total net assets or fund balances (see instructions)..... 1,219,595 1,256,216
30 Total liabilities and net assets/fund balances (see instructions). 1,219,595 1,256,216
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
1,219,595
2
Enter amount from Part I, line 27a .....................
2
36,621
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,256,216
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
1,256,216
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 P    
b CAPITAL GAINS DIVIDENDS P    
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 50,000   29,543 20,457
b 10,609     10,609
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       20,457
b       10,609
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 31,066
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 2,227
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,227
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,358
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,200
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,558
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 11
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 1,320
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,320 RefundedBullet 11 0
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)
    bulletMD
    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 ofbulletJUSTINE FIELDS Telephone no.bullet (443) 796-7435

    Located atbullet11433 CRONRIDGE DRIVEOWINGS MILLSMD ZIP+4bullet21117
    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)
     
    No
    (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
     
     
    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
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    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
    CONSTANCE R CAPLAN PRESIDENT/SECRETARY, JOINED 05/1997
    0.20     		0 0 0
    11433 CRONRIDGE DRIVE
    OWINGS MILLS,MD21117
    MARK M CAPLAN VICE PRES/TREASURER, JOINED 05/1997
    0.00     		0 0 0
    11433 CRONRIDGE DRIVE
    OWINGS MILLS,MD21117
    CATHERINE CAPLAN DIRECTOR, JOINED 05/1997
    0.00     		0 0 0
    11433 CRONRIDGE DRIVE
    OWINGS MILLS,MD21117
    JONATHAN CAPLAN DIRECTOR, JOINED 05/1997
    0.00     		0 0 0
    11433 CRONRIDGE DRIVE
    OWINGS MILLS,MD21117
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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 THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. (SEE LIST ATTACHED) 0
    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
    1,232,774
    b
    Average of monthly cash balances.......................
    1b
    52,997
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,777,003
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,062,774
    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
    3,062,774
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    45,942
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,016,832
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    150,842
    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
    150,842
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,227
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,227
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    148,615
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    148,615
    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
    148,615
    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 7 148,615
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 89,648
    b From 2017...... 88,537
    c From 2018...... 81,329
    d From 2019...... 69,643
    e From 2020...... 27,446
    f Total of lines 3a through e ........ 356,603
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 121,381
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 121,381
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 27,234 27,234
    (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 5 329,369
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		62,414
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		266,955
    10 Analysis of line 9:
    a Excess from 2017.... 88,537
    b Excess from 2018.... 81,329
    c Excess from 2019.... 69,643
    d Excess from 2020.... 27,446
    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 e-mail address of the person to whom applications should be addressed:
    JUSTINE FIELDS
    11433 CRONRIDGE DRIVE
    OWINGS MILLS,MD21117
    (443) 796-7373
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004     		  PC TO PROVIDE LEGAL PRESENTATION IN CASES INVOLVING ISSUES OF CIVIL LIBERTIES AND CONSTITUTIONAL RIGHTS RANGING FROM ADMINISTRATIVE HEARINGS TO TRIALS AND APPEALS. 900
    ALS ASSOCIATION
    1275 K STREET NW SUITE 250
    WASHINGTON,DC20005     		  PC TO SUPPORT THE FIGHT TO TREAT AND CURE ALS THROUGH GLOBAL RESEARCH AND NATIONWIDE ADVOCACY 250
    AMERICAN FOLK ART MUSEUM
    2 LINCOLN SQUARE
    NEW YORK,NY10023     		  PC TO SUPPORT THE DEVELOPMENT AND PRESENTATION OF EXHIBITS, AND EDUCATE PEOPLE OF ALL BACKGROUNDS THROUGH ITS COLLECTIONS, EXHIBITIONS, PUBLICATIONS, AND PROGRAMS AS THE LEADING FORUM SHAPING THE UNDERSTANDING AND APPRECIATION OF FOLD AND SELF-TAUGHT ART ACROSS TIME AND PLACE. 250
    ARS NOVA
    27 BARROW STREET
    NEW YORK,NY10014     		  PC TO SUPPORT OUTSIDE-THE-BOX THINKING AND ENCOURAGES INNOVATIVE, GENRE-BENDING WORK. 500
    ASSOCIATED BLACK CHARITIES
    2 HAMILL ROAD 272 NORTH QUADRANGLE
    BALTIMORE,MD21210     		  PC FACILITATE THE CREATION OF MEASURABLY HEALTHIER AND WEALTHIER COMMUNITIES THROUGHOUT MARYLAND THROUGH RESPONSIBLE LEADERSHIP AND PHILANTHROPIC INVESTMENT. 1,000
    ATLANTIC THEATER COMPANY
    76 NINTH AVENUE SUITE 313
    NEW YORK,NY10011     		  PC TO PRODUCE GREAT PLAYS SIMPLY AND TRUTHFULLY UTILIZING AN ARTISTIC ENSEMBLE 1,000
    BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST
    808 NORTH CHARLES STREET
    BALTIMORE,MD21201     		  PC RECRUIT AND SUPPORT THROUGH THE ADMISSIONS PROCESS ACADEMICALLY AMBITIOUS, AFRICAN AMERICAN STUDENTS WITH FINANCIAL NEED FROM THE BALTIMORE AREA. 10,000
    BALTIMORE MUSEUM OF ART
    10 ART MUSEUM DRIVE
    BALTIMORE,MD21218     		  PC TO SEEK INNOVATION AND EXCELLENCE IN AN ARTISTIC PROGRAM THAT FOCUSES ON ART OF THE MODERN ERA, FROM THE 19TH CENTURY TO THE PRESENT. 2,000
    BALTIMORE SYMPHONY ORCHESTRA
    1212 CATHEDRAL STREET
    BALTIMORE,MD21201     		  PC PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATION PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. 20,250
    BROOKLYN ACADEMY OF MUSIC (FRIENDS OF BAM)
    30 LAFAYETTE AVE
    BROOKLYN,NY11217     		  PC TO BE THE HOME FOR ADVENTUROUS ARTISTS, AUDIENCES, AND IDEAS. 150
    BARNARD COLLEGE
    3009 BROADWAY
    NEW YORK,NY10027     		  PC TO PROVIDE THE HIGHEST QUALITY LIBERAL ARTS EDUCATION TO PROMISING AND HIGH ACHIEVING YOUNG WOMEN, OFFERING THE UNPARALLELED ADVANTAGES OF AN OUTSTANDING RESIDENTIAL COLLEGE IN PARTNERSHIP WITH A MAJOR RESEARCH UNIVERSITY. 1,000
    BETH AM
    2701 N CHARLES STREET
    BALTIMORE,MD21218     		  PC TO SUPPORT THE 5782 OPEN DOORS ANNUAL FUND WHICH ENABLES BETH AM TO KEEP THE SYNAGOGUE'S DOORS OPEN TO EVERYONE, REGARDLESS OF MEANS. 7,811
    BIRTHRIGHT ISRAEL FOUNDATION
    PO BOX 21615
    NEW YORK,NY10087     		  PC TO SUPPORT BIRTHRIGHT ISRAEL, A PROGRAM WHICH CURRENTLY PROVIDES YOUNG JEWISH ADULTS THE GIFT OF A 10-DAY TRIP TO ISRAEL. 500
    BOBST LIBRARY
    70 WASHINGTON SQUARE SOUTH ROOM
    1116
    NEW YORK,NY10012     		  PC TO SUPPORT THE ELMER HOLMES BOBST LIBRARY AT NYU 625
    BROOKLYN BOTANICAL GARDEN
    990 WASHINGTON AVE
    BROOKLYN,NY11225     		  PC TO CONNECT PEOPLE TO THE WORLD OF PLANTS, FOSTERING DELIGHT AND CURIOSITY WHILE INSPIRING AN APPRECIATION AND SENSE OF STEWARDSHIP OF THE ENVIRONMENT. 100
    CHELSEA MUSIC FESTIVAL
    POBOX 20435
    NEW YORK CITY,NY10025     		  PC TO CELEBRATE GREAT MUSIC BY BRINGING TOGETHER WORLD-LEADING MUSICIANS AND EXCITING NEWCOMERS TO THE INTERNATIONAL STAGE 300
    CITYMEALS ON WHEELS
    355 LEXINGTON AVE
    NEW YORK,NY10017     		  PC TO PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED 1,000
    CLASSIC STAGE COMPANY THEATER THE BARD
    136 EAST 13TH STREET
    NEW YORK,NY10003     		  PC TO HELP COLLABORATE WITH ARTISTS TO PRODUCE WORK THAT IS INCLUSIVE, RELEVANT AND ACCESSIBLE. 500
    CREATIVE ALLIANCE
    3134 EASTERN AVE
    BALTIMORE,MD21224     		  PC BUILDS COMMUNITIES BY BRINGING TOGETHER ARTISTS AND AUDIENCES FROM DIVERSE BACKGROUNDS TO EXPERIENCE SPECTACULAR ARTS AND EDUCATION PROGRAMS AND ENGAGE IN THE CREATIVE PROCESS 2,000
    CYLBURN ARBORETUM ASSOCIATION
    4915 GREENSPRING AVENUE
    BALTIMORE,MD21209     		  PC TO BEAUTIFY AND PROTECT CYLBURN ARBORETUM AND EDUCATE THE PUBLIC 250
    DEMOCRACY NOW
    207 W 25TH STREET 11TH FLOOR
    NEW YORK,NY10001     		  PC TO PROVIDE LISTENERS AND VIEWERS ACCESS TO PEOPLE AND PERSPECTIVES RARELY HEARD IN THE U.S. CORPORATE-SPONSORED MEDIA, INCLUDING INDEPENDENT AND INTERNATIONAL JOURNALIST, ORDINARY PEOPLE FROM AROUND THE WORLD WHO ARE DIRECTLY AFFECTED BY U.S. FOREIGN POLICY, GRASSROOTS LEADERS AND PEACE ACTIVISTS, ARTISTS, ACADEMICS AND INDEPENDENT ANALYSTS. 1,000
    FILM FORUM
    209 W HOUSTON STREET
    NEW YORK,NY10014     		  PC TO PROVIDE AN INTERNATIONAL ARRAY OF FILMS THAT TREAT DIVERSE SOCIAL, POLITICAL, HISTORICAL AND CULTURAL REALITIES. 250
    FILM SOCIETY OF LINCOLN CENTER
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TO CELEBRATE AMERICAN AND INTERNATIONAL CINEMA, TO RECOGNIZE AND SUPPORT NEW FILMMAKERS, AND TO ENHANCE AWARENESS, ACCESSIBILITY AND UNDERSTANDING OF THE ART AMONG A BROAD AND DIVERSE FILM GOING AUDIENCE. 500
    FOOD BANK FOR NEW YORK CITY
    39 BROADWAY
    NEW YORK,NY10006     		  PC TO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL AND DIGNITY. 2,000
    FOUNDATION FIGHTING BLINDNESS
    7168 COLUMBIA GATEWAY DRIVE SUITE
    100
    COLUMBIA,MD21046     		  PC TO DRIVE THE RESEARCH THAT WILL PROVIDE PREVENTIONS, TREATMENTS AND CURES FOR PEOPLE AFFECTED BY RETINITIS PIGMENTOSA, MACULAR DEGENERATION, USHER SYNDROME, AND THE ENTIRE SPECTRUM OF RETINAL DEGENERATIVE DISEASES 500
    FRICK MUSEUM
    1 EAST 70TH STREET
    NEW YORK,NY10121     		  PC TO SUPPORT AN INTERNATIONALLY RECOGNIZED ART MUSEUM AND LIBRARY PROGRAM FOR THE INSPIRATION AND ENJOYMENT OF THE PUBLIC AND FOR THE ADVANCEMENT OF THE STUDY OF FINE ARTS AND KINDRED SUBJECTS. 140
    FRIENDS OF RAWLINGS CONSERVATORY
    PO BOX 5668
    BALTIMORE,MD21210     		  PC DEDICATED TO DEVELOPING AND PROMOTING THE PUBLICS ENJOYMENT, APPRECIATION AND UNDERSTANDING OF PLANTS AND THEIR DIFFERENT ENVIRONMENTS FROM AROUND THE WORLD THROUGH EDUCATIONAL PROGRAMMING, EXHIBITS AND EVENTS AT THE HOWARD PETERS RAWLINGS CONSERVATORY & BOTANIC GARDENS IN BALTIMORE. 100
    FUND FOR EDUCATIONAL EXCELLENCE
    800 N CHARLES STREET SUITE 400
    BALTIMORE,MD21201     		  PC TO EXPAND RESOURCES, IDENTIFY AND ACCELERATE SOLUTIONS, AND RECOGNIZE EXCELLENCE SO THAT ALL CHILDREN IN BALTIMORE CITY PUBLIC SCHOOLS CAN EXPERIENCE EFFECTIVE AND EQUITABLE EDUCATION. 2,750
    IRISH REPERTORY THEATER
    132 WEST 22ND STREET
    NEW YORK,NY10011     		  PC TO BRING WORKS BY IRISH AND IRISH AMERICAN MASTERS AND CONTEMPORARY PLAYWRIGHTS TO AMERICAN AUDIENCES 650
    JAPAN SOCIETY
    333 EAST 47TH STREET
    NEW YORK,NY10017     		  PC COMMITTED TO DEEPENING MUTUAL UNDERSTANDING BETWEEN THE UNITED STATES AND JAPAN IN A GLOBAL CONTEXT. 100
    JEWISH MUSEUM OF NEW YORK
    1109 FIFTH AVENUE
    NEW YORK,NY10128     		  PC DEVOTED TO EXPLORING THE REMARKABLE SCOPE AND DIVERSITY OF JEWISH CULTURE 125
    JEWISH MUSEUM OF MARYLAND
    15 LLOYD STREET
    BALTIMORE,MD21202     		  PC TO INTERPRET THE JEWISH EXPERIENCE IN AMERICA, WITH SPECIAL ATTENTION TO JEWISH LIFE IN THE STATE OF MARYLAND 750
    JOHNS HOPKINS UNIVERSITY
    3400 N CHARLES STREET
    BALTIMORE,MD21218     		  PC TO EDUCATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH, AND TO SHARE BENEFITS DISCOVERED 2,400
    LITTLE RED SCHOOL HOUSE INC
    40 CHARITON STREET
    NEW YORK,NY10014     		  PC TO TEACH CHILDREN TO BE INDEPENDENT THINKERS WHO WORK TOGETHER TO SOLVE COMPLEX PROBLEMS 100
    MADISON SQUARE PARK CONSERVANCY
    11 MADISON AVENUE 15TH FLOOR
    NEW YORK,NY10010     		  PC TO PROTECT, NURTURE, AND ENHANCE MADISON SQUARE PARK, A DYNAMIC SEVEN ACRE PUBLIC GREEN SPACE, CREATING AN ENVIRONMENT THAT FOSTERS MOMENTS OF INSPIRATION 500
    MARYLAND CITIZENS FOR THE ARTS
    120 W NORTH AVENUE STE 302
    BALTIMORE,MD21201     		  PC TO PROVIDE ART AWARENESS AND SUPPORT 250
    MARYLAND HUMANITIES COUNCIL
    180 W CENTRE STREET
    BALTIMORE,MD21201     		  PC TO CREATE AND SUPPORT EDUCATIONAL EXPERIENCES IN THE HUMANITIES THAT INSPIRE ALL MARYLANDERS TO EMBRACE LIFELONG LEARNING, EXCHANGE IDEAS OPENLY, AND ENRICH THEIR COMMUNITIES. 250
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		  PC THE PURPOSE OF ESTABLISHING AND MAINTAINING IN NEW YORK CITY A MUSEUM AND LIBRARY OF ART, OF ENCOURAGING AND DEVELOPING THE STUDY OF THE FINE ARTS, AND THE APPLICATION OF ARTS TO MANUFACTURE PRACTICAL LIFE, OF ADVANCING THE GENERAL KNOWLEDGE OF KINDRED SUBJECTS, AND, TO THAT END, OF FURNISHING POPULAR INSTRUCTION. 1,710
    MIDDLE GRADES PARTNERSHIP
    1500 UNION AVENUE SUITE 1320
    BALTIMORE,MD21211     		  PC TO PROVIDE SUMMER AND SCHOOL-YEAR LEARNING OPPORTUNITIES FOR ACADEMICALLY PROMISING BALTIMORE CITY MIDDLE SCHOOL STUDENTS AS WELL AS INNOVATIVE PROFESSIONAL LEARNING OPPORTUNITIES FOR PUBLIC AND PRIVATE SCHOOL TEACHERS 2,500
    MILLENNIUM FILM JOURNAL
    119 WEST 22ND STREET 3RD FLOOR
    NEW YORK,NY10011     		  PC TO PROVIDE IN-DEPTH, PRIMARY SOURCE INFORMATION IN MULTIPLE FORMATS, ABOUT A FIELD THAT IS RAPIDLY BECOMING A BELLWETHER FOR THE CULTURE OF THE 21ST CENTURY. 3,000
    MONTEFIORE MEDICAL CENTER
    3325 BAINBRIDGE
    BRONX,NY10467     		  PC TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. 500
    MORGAN LIBRARY
    225 MADISON AVENUE
    NEW YORK,NY10016     		  PC TO PRESERVE, BUILD, STUDY, PRESENT, AND INTERPRET A COLLECTION OF EXTRAORDINARY QUALITY, IN ORDER TO STIMULATE ENJOYMENT, EXCITE THE IMAGINATION, ADVANCE LEARNING, AND NURTURE CREATIVITY. 250
    MT VERNON PLACE CONSERVANCY
    P O BOX 2394
    BALTIMORE,MD21203     		  PC TO RESTORE, MAINTAIN, AND MANAGE BALTIMORES WASHINGTON MONUMENT AND THE SURROUNDING SQUARES OF MOUNT VERNON PLACE THROUGH A PUBLIC-PRIVATE PARTNERSHIP WITH THE CITY OF BALTIMORE 5,000
    MOMA
    11 WEST 53RD STREET
    NEW YORK,NY10019     		  PC THE ENCOURAGEMENT OF AN EVER DEEPER UNDERSTANDING AND ENJOYMENT OF MODERN AND CONTEMPORARY ART BY THE DIVERSE LOCAL, NATIONAL, AND INTERNATIONAL AUDIENCES THAT IT SERVES. 640
    MUSEUM OF THE MOVING IMAGE
    36-01 35TH AVENUE
    ASTORIA,NY11106     		  PC TO ADVANCE THE UNDERSTANDING, ENJOYMENT, AND APPRECIATION OF THE ART, HISTORY, TECHNIQUE, AND TECHNOLOGY OF FILM, TELEVISION, AND DIGITAL MEDIA 140
    NEUE GALLERIE
    1048 FIFTH AVENUE
    NEW YORK,NY10028     		  PC TO COLLECT, PRESERVE, RESEARCH, AND EXHIBIT FINE AND DECORATIVE ART OF GERMANY AND AUSTRIA FROM THE FIRST HALF OF THE TWENTIETH CENTURY 650
    NEW MUSEUM
    235 BOWERY
    NEW YORK,NY10002     		  PC TO SUPPORT NEW PRODUCTIONS, EXPERIMENTATION, AND NEW FORMS OF ART MAKING 400
    NEW YORK CARES
    65 BROADWAY 19TH FLOOR
    NEW YORK,NY10006     		  PC TO DEVELOP VOLUNTEER PROGRAMMING IN RESPONSE TO PRESSING COMMUNITY NEEDS 100
    NEW YORK METROPOLITAN OPERA
    30 LINCOLN CENTER
    NEW YORK,NY10023     		  PC TO BRING THRILLING PRODUCTIONS TO OPERA LOVERS WORLDWIDE. 500
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER
    NEW YORK,NY10023     		  PC MAINTAINING AND FOSTERING INTEREST AND ENJOYMENT OF MUSIC 250
    NEW YORK PUBLIC LIBRARY
    476 FIFTH AVENUE
    NEW YORK,NY10018     		  PC TO PROVIDE LIFELONG LEARNING, ADVANCE KNOWLEDGE, AND STRENGTHEN OUR COMMUNITIES 100
    PARK AVENUE ARMORY
    643 PARK AVENUE
    NEW YORK,NY10065     		  PC TO ENABLE A DIVERSE RANGE OF ARTISTS TO CREATE, STUDENTS TO EXPLORE, AND AUDIENCES TO EXPERIENCE EPIC, ADVENTUROUS, RELEVANT WORK THAT CANNOT BE DONE ELSEWHERE IN NEW YORK. 500
    PHILLIPS COLLECTION
    1600 21ST ST STREET NW
    WASHINGTON,DC20009     		  PC TO PROVIDE MANAGEMENT AND MAINTENANCE TO THE MUSEUM'S PERMANENT COLLECTION. TO PROVIDE SUPPORT FOR PUBLIC ACTIVITIES AND OUTREACH. 1,000
    PROFESSIONAL CHILDREN'S SCHOOL
    132 WEST 60TH STREET
    NEW YORK,NY10023     		  PC TO PROVIDE ALL OF THE NECESSARY ACADEMIC TOOLS TO ENSURE SUCCESS IN LEADING COLLEGES, UNIVERSITIES AND CONSERVATORIES, AS WELL AS THROUGHOUT LIFE, WHILE ENABLING STUDENTS TO PURSUE THEIR INDIVIDUAL GOALS OUTSIDE OF SCHOOL 250
    PUBLIC THEATRE
    425 LAFAYETTE STREET
    NEW YORK,NY10003     		  PC TO PROVIDE ARTISTIC EXCELLENCE WHILE DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE THROUGH PRODUCTIONS OF CHALLENGING NEW PLAYS, MUSICALS AND INNOVATIVE STAGINGS OF THE CLASSICS 1,000
    PURCHASE COLLEGE
    735 ANDERSON HILL ROAD
    PURCHASE,NY10577     		  PC TO PROVIDE STUDENTS WITH SCHOLARSHIPS AND AN ENVIRONMENT THAT ENSURES SUCCESS, HELPS US RECRUIT TALENTED FACULTY, AND FOSTERS ENGAGEMENT WITH MEMBERS OF OUR COMMUNITY 100
    RAINFOREST FOUNDATION US
    1000 DEAN STREET SUITE 430
    BROOKLYN,NY11238     		  PC TO SUPPORT INDIGENOUS AND TRADITIONAL PEOPLES OF THE WORLDS RAINFORESTS IN THEIR EFFORTS TO PROTECT THEIR ENVIRONMENT AND FULFILL THEIR RIGHTS BY ASSISTING THEM IN 1,000
    RATTLESTICK THEATER
    224 WAVERLY PL
    NEW YORK,NY10014     		  PC TO PRODUCE PROVOCATIVE WORKS THAT ARE ESSENTIAL, URGENT, AND NECESSARY TO OUR ARTISTS, OUR AUDIENCES, OUR NYC HOME, AND GLOBAL COMMUNITY. 500
    ROLAND PARK COUNTRY SCHOOL
    5204 ROLAND AVENUE
    BALTIMORE,MD12210     		  PC TO PROVIDE VALUABLE, LIFELONG OPPORTUNITIES ALLOWING OUR STUDENTS TO ACTIVELY DISCOVER AND PURSUE THEIR PASSIONS. 3,000
    SHARE OUR STRENGTH
    PO BOX 75475
    BALTIMORE,MD21275     		  PC TO HELP ENSURE THAT EVERY CHILD GETS THREE HEALTHY MEALS EVERY DAY. 1,000
    SHRIVER HALL CONCERT SERIES
    3400 N CHARLES STREET
    BALTIMORE,MD21218     		  PC TO FOSTER AND MAINTAIN AN ORGANIZATION DEDICATED TO THE MAKING OF MUSIC CONSONANT WITH THE HIGHEST ASPIRATIONS OF MUSICAL ART, CREATING PERFORMANCES, AND PROVIDING EDUCATIONAL AND TRAINING PROGRAMS AT THE HIGHEST LEVEL OF EXCELLENCE 1,000
    SIGNATURE THEATER
    480 WEST 42ND STREET
    NEW YORK,NY10036     		  PC TO BROADEN AND BRIGHTEN THE REGIONS CULTURAL LANDSCAPE WITH BOLD PRODUCTIONS OF CHALLENGING NEW AND ESTABLISHED WORKS AND ENGAGING EDUCATION AND OUTREACH PROGRAMS. 500
    SQUASHWISE
    2801 SISSON STREET
    BALTIMORE,MD21211     		  PC TO ADVANCE EQUITY IN SQUASH, EDUCATION, AND PERSONAL DEVELOPMENT OPPORTUNITIES. 500
    ST IGNATIUS LOYOLA ACADEMY
    300 EAST GITTINGS STREET
    BALTIMORE,MD21201     		  PC TO PROVIDE AN INDEPENDENT, TUITION-FREE JESUIT SCHOOL FOR BOYS IN GRADES 5-8 SERVING LOW-INCOME FAMILIES OF DIVERSE ETHNICITIES AND FAITHS. 2,500
    STUDIO MUSEUM HARLEM
    144 WEST 125TH STREET
    NEW YORK,NY10027     		  PC TO SUPPORT BLACK ART AND CULTURE. 3,000
    SWEET RELIEF
    2601 E CHAPMAN AVENUE STE 204
    FULLERTON,CA92831     		  PC PROVIDES FINANCIAL ASSISTANCE TO ALL TYPES OF CAREER MUSICIANS AND MUSIC INDUSTRY WORKERS WHO ARE STRUGGLING TO MAKE ENDS MEET WHILE FACING PHYSICAL OR MENTAL HEALTH ISSUES, DISABILITY, OR AGE-RELATED PROBLEMS. 385
    THE WALTERS ART MUSEUM
    600 NORTH CHARLES STREET
    BALTIMORE,MD21201     		  PC TO BRING ART AND PEOPLE TOGETHER FOR ENJOYMENT, DISCOVERY, AND LEARNING 2,000
    THIRD STREET MUSIC SCHOOL
    235 EAST 11TH STREET
    NEW YORK,NY10003     		  PC PROVIDES HIGH-QUALITY MUSIC AND DANCE EDUCATION THROUGH ON-SITE, PUBLIC-SCHOOL AND COMMUNITY PROGRAMS, AS WELL AS AN ARTS-INFUSED PRESCHOOL, TO NEW YORKERS OF ALL AGES, REGARDLESS OF BACKGROUND, ARTISTIC ABILITY OR ECONOMIC CIRCUMSTANCE 500
    TORAH INSTITUTE
    35 ROSEWOOD LANE
    OWINGS MILLS,MD21117     		  PC TO DELIVER EDUCATIONAL EXCELLENCE, PRODUCING THE NEXT GENERATION OF HIGHLY MOTIVATED MEN PREPARED TO FULFILL THEIR RESPONSIBILITIES IN THE COMMUNITIES IN WHICH THEY SETTLE 100
    UNITED WAY OF CENTRAL MARYLAND
    1800 WASHINGTON BLVD SUITE 340
    BALTIMORE,MD21230     		  PC TO PROMOTE EQUITY, CREATE OPPORTUNITY, AND IMPROVE LIVES 15,000
    UNIVERSAL HIP HOP MUSEUM
    PO BOX 6001
    BRONX,NY10451     		  PC TO HELP CELEBRATE AND PRESERVE THE HISTORY OF LOCAL AND GLOBAL HIP-HOP MUSIC AND CULTURE TO INSPIRE, EMPOWER AND PROMOTE UNDERSTANDING 100
    VINEYARD THEATER
    108 EAST 15TH STREET
    NEW YORK,NY10003     		  PC DEDICATED TO NURTURING THE VOICES OF DARING ARTISTS, AND TO DEVELOPING AND PRODUCING WORK THAT PUSHES THE BOUNDARIES OF WHAT THEATRE CAN BE AND DO 1,500
    VOLUNTEER LAWYER FOR THE ARTS
    1 EAST 53RD STREET 6TH FLOOR
    NEW YORK,NY10022     		  PC TO PROTECT THE ARTISTIC COMMUNITYS LIVELIHOODS, BUSINESSES, AND CREATIVE WORKS THROUGH ACCESS TO DEDICATED LEGAL REPRESENTATION AND FOCUSED EDUCATION PROGRAMS. 100
    WHITNEY MUSEUM
    99 GANESVOORT STREET
    NEW YORK,NY10014     		  PC TO PROVIDE CRITICAL SUPPORT FOR THE MUSEUM AND TO PROVIDE SUPPORT TO THE CAREERS OF LIVING AMERICAN ARTISTS 3,125
    YOUNG AUDIENCES
    21 E NORTH AVENUE
    BALTIMORE,MD21202     		  PC TO INSPIRE YOUNG PEOPLE AND EXPAND THEIR LEARNING THROUGH THE ARTS. 1,000
    ST ANNS WAREHOUSE
    45 WATER STREET
    BROOKLYN,NY11201     		  PC TO SUPPORT THE GLOBAL CULTURAL LANDSCAPE AS AN ARTISTIC HOME FOR INTERNATIONAL COMPANIES OF DISTINCTION 200
    Total .................................bullet 3a 118,351
    bApproved for future payment
    Total .................................bullet 3b 0
    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.....     16 111,527  
    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 31,066  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 168,898 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    168,898
    (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

    TY 2021 AccountingFeesSchedule
    Name:
    CAPLAN FAMILY FOUNDATION
    EIN:
    52-2005222
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,592 2,296   2,296

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CAPLAN FAMILY FOUNDATION
    EIN:
    52-2005222
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD 500 INDEX FUND 68,044 225,973
    VANGUARD INTERNATIONAL VALUE 100,566 117,064
    VANGUARD ADMIRAL SHRS INTER-TERM 56,034 61,357
    VANGUARD HIGH-YIELD CORP FUND 69,107 70,526
    VANGUARD WELLINGTON ADM/INV SHARES 145,085 183,272
    VANGUARD MID-CAP INDEX FUND 59,507 172,601
    ST BOND INDEX ADM 90,759 92,177
    SMALL CAP GR INDEX ADM 36,530 122,062
    CORE BOND FUND ADMIRAL 58,992 63,547
    DEVEL MARKETS INDEX ADMIRAL 57,099 67,612
    SMALL CAP VALUE INDEX ADM 58,233 83,713
    GROWTH INDEX ADM 30,098 43,003

    TY 2021 InvestmentsOtherSchedule2
    Name:
    CAPLAN FAMILY FOUNDATION
    EIN:
    52-2005222
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TENANCY IN COMMON JEFFERSON HOUSE APTS AT COST 382,507 1,768,464

    TY 2021 OtherAssetsSchedule
    Name:
    CAPLAN FAMILY FOUNDATION
    EIN:
    52-2005222
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    GROUND RENTS 8,539 8,539 8,539


    TY 2021 OtherExpensesSchedule
    Name:
    CAPLAN FAMILY FOUNDATION
    EIN:
    52-2005222
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSES 734 0   734
    OFFICE SUPPLIES 485 485   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    CAPLAN FAMILY FOUNDATION
    EIN:
    52-2005222
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 5,437 5,437   0


    TY 2021 TaxesSchedule
    Name:
    CAPLAN FAMILY FOUNDATION
    EIN:
    52-2005222
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 478 478   0
    EXCISE TAX 2,200 0   0