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
THE SUMMIT CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1717 K STREET NW 1050
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20006
A Employer identification number

52-1743817
B Telephone number (see instructions)

(202) 912-2900
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$95,320,263
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) 1,465,347
2 Check bullet.............
3 Interest on savings and temporary cash investments 228,948 228,948  
4 Dividends and interest from securities... 296,088 676,131  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,966,259
b Gross sales price for all assets on line 6a 37,810,947
7 Capital gain net income (from Part IV, line 2)... 6,082,467
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)....... 0 65,647  
12 Total. Add lines 1 through 11........ 3,956,642 7,053,193  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 380,808 50,371   330,437
14 Other employee salaries and wages...... 1,397,532 18,550   1,378,982
15 Pension plans, employee benefits....... 473,522 0   473,522
16a Legal fees (attach schedule)......... 10,629 0   10,629
b Accounting fees (attach schedule)....... 35,802 8,500   20,542
c Other professional fees (attach schedule).... 453,495 462,045   259,754
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 127,445 28,571   0
19 Depreciation (attach schedule) and depletion... 167,568 0  
20 Occupancy.............. 240,916 0   290,380
21 Travel, conferences, and meetings....... 18,443 0   17,510
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 110,454 0   107,359
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,416,614 568,037   2,889,115
25 Contributions, gifts, grants paid....... 2,245,614 1,848,714
26 Total expenses and disbursements. Add lines 24 and 25 5,662,228 568,037   4,737,829
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,705,586
b Net investment income (if negative, enter -0-) 6,485,156
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............. 123,104 115,325 115,325
2 Savings and temporary cash investments......... 5,560,146 529,440 529,440
3 Accounts receivable bullet5,326
Less: allowance for doubtful accounts bullet   5,326 5,326 5,326
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.......... 26,329 25,478 25,478
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).......... 79,046,866 Click to see attachment93,831,878 93,831,878
14 Land, buildings, and equipment: basis bullet1,619,276
Less: accumulated depreciation (attach schedule) bullet835,518 917,386 Click to see attachment783,758 783,758
15 Other assets (describe bullet) Click to see attachment1,230,860 Click to see attachment29,058 Click to see attachment29,058
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 86,910,017 95,320,263 95,320,263
Liabilities 17 Accounts payable and accrued expenses.......... 27,331 91,052
18 Grants payable................. 18,100 415,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment646,742 Click to see attachment690,472
23 Total liabilities (add lines 17 through 22)......... 692,173 1,196,524
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........... 86,217,844 94,123,739
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)..... 86,217,844 94,123,739
30 Total liabilities and net assets/fund balances (see instructions). 86,910,017 95,320,263
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
86,217,844
2
Enter amount from Part I, line 27a .....................
2
-1,705,586
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,703,786
4
Add lines 1, 2, and 3 ..........................
4
94,216,044
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
92,305
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
94,123,739
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 LOSS ON SALE OF ASSET DISPOSAL P    
b K-1 PARTNERSHIP INVESTMENTS-CAPITAL GAINS P    
c PRIVATE INVESTMENT FUND REDEMPTIONS P    
d DONATED SECURITIES D    
e PUBLICLY TRADED SECURITIES      
(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       0
b 1,329,625     1,329,625
c 14,742,965   11,750,000 2,992,965
d 1,512,602   15,009 1,497,593
e 20,225,755   19,963,471 262,284
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       0
b       1,329,625
c       2,992,965
d       1,497,593
e       262,284
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 6,082,467
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 90,144
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 90,144
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 70,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 115,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 73
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 24,783
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet24,783 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletDC, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletWWW.SUMMITFDN.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (202) 912-2900

    Located atbullet1717 K STREET NW SUITE 1050WASHINGTONDC ZIP+4bullet20006
    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
    ROGER SANT CHAIRMAN
    5.00
    0 0 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    ALEXIS SANT PRESIDENT
    40.00
    335,808 30,200 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    SHARI SANT PLUMMER SECRETARY
    3.00
    0 0 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    JASON HICKS TREASURER
    3.00
    0 0 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    ALISON SANT JOHNSON TRUSTEE
    3.00
    0 0 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    CHRISSIE SANT TRUSTEE
    3.00
    0 0 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    JOHN SANT TRUSTEE
    3.00
    0 0 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    MICHAEL SANT TRUSTEE
    3.00
    0 0 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    KATHRYN FULLER TRUSTEE
    3.00
    15,000 0 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    SHIRA SAPERSTEIN TRUSTEE
    3.00
    15,000 0 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    CRISTIAN SAMPER TRUSTEE (STARTED MAY 2021)
    3.00
    15,000 0 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    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
    DIANE CROCKETT CHIEF FINANCIAL OFFI
    40.00
    265,000 23,900 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    CHERI RECCHI DIRECTOR, MESOAMERIC
    40.00
    213,780 19,200 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    KATHERINE HALL DIR., EQUALITY FOR W
    40.00
    213,072 19,200 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    DARRYL YOUNG DIRECTOR, SUSTAINABL
    40.00
    205,248 18,500 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    JAMIE AMAGAI DIRECTOR OF GRANTS M
    40.00
    141,000 12,700 0
    1717 K STREET NW SUITE 1050
    WASHINGTON,DC20006
    Total number of other employees paid over $50,000...................bullet 4
    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
    EXPLANATORY LLC BRANDING & COMMUNICATION 83,500
    17251 WEDGEWOOD AVENUE
    LOS GATOS,CA95032
    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
    85,492,064
    b
    Average of monthly cash balances.......................
    1b
    4,093,727
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    89,585,791
    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
    89,585,791
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,343,787
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    88,242,004
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,412,100
    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
    4,412,100
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    90,144
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    90,144
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,321,956
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,321,956
    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
    4,321,956
    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 4,321,956
    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...... 875,425
    b From 2017...... 2,712,284
    c From 2018...... 1,264,092
    d From 2019...... 2,679,391
    e From 2020...... 1,194,926
    f Total of lines 3a through e ........ 8,726,118
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,774,337
    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..... 4,321,956
    e Remaining amount distributed out of corpus 452,381
    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 9,178,499
    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) ...
    875,425
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    8,303,074
    10 Analysis of line 9:
    a Excess from 2017.... 2,712,284
    b Excess from 2018.... 1,264,092
    c Excess from 2019.... 2,679,391
    d Excess from 2020.... 1,194,926
    e Excess from 2021.... 452,381
    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).)
    ROGER SANT
    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
    ASOCIACION FONDO CENTROAMERICANO DE MUJERES
    DISTRITO ZAPOTE CANTON CENTRAL
    SAN JOSE   11801
    CS
      PC GENERAL OPERATING SUPPORT 50,000
    ASOCIACION DE DESARROLLO SOCIO ECONOMICO INDIGENA BAYAN
    BARRIO BELLA VISTA 5TA AVE 24 CALLE
    LA CEIBA,ATLANTIDA31101
    HO
      PC GENERAL PROGRAM SUPPORT FOR HOLISTIC EDUCATION FOR YOUTH 83,500
    ASOCIACION GOJOVEN HONDURAS
    COL ALTOS DE MIRAMONTES DIAGONAL
    FRISCO LOTE NO W-20 CASA 1340
    TEGUCIGALPA MDC    
    HO
      NC LET'S TALK ABOUT SEXUAL AND REPRODUCTIVE HEALTH, FOR THE FULL ENJOYMENT OF MY RIGHTS 80,000
    ASOCIACION MINGA PERU
    CALLE JOSE MARIA DE LA JARA Y URETA
    264 2DO PISO MIRAFLORES
    LIMA   18
    PE
      NC FUNDRAISING AND COMMUNICATIONS FOR THE GOJOVENS AND MEXICO Y CARIBE JOVENES 44,000
    BLUE VENTURES CONSERVATION
    MEZZANINE THE OLD LIBRARY TRINITY
    ROAD ST JUDES
    BRISTOL   BS2 0NW
    UK
      PC GENERAL PROGRAM SUPPORT FOR ESTABLISHING EECTIVE LIONSH MANAGEMENT IN BELIZE 40,000
    BLUE WORLD FOUNDATION INC
    1900 PURDY AVENUE
    MIAMI BEACH,FL33139
      PC IMPLEMENTING GUATEMALA'S NATIONAL PLAN OF ACTION FOR CHONDRICHTHYES IN THE MESOAMERICAN REEF 11,500
    CARNEGIE INSTITUTION FOR SCIENCE
    5251 BROAD BRANCH ROAD
    NW WASHINGTON,DC20015
      PC GENERAL OPERATING SUPPORT 5,000
    CONSULTATIVE GROUP ON BIOLOGICAL DIVERISTY
    PO BOX 29361
    SAN FRANCISCO,CA94129
      PC GENERAL OPERATING SUPPORT 10,700
    EMERALD CITIES COLLABORATIVE
    1140 CONNECTICUT AVENUE
    WASHINGTON,DC20036
      PC SUPPORT OF A COLLABORATIVE BUILDING ELECTRIFICATION FUND 95,000
    ENVIRONMENTAL GRANTMAKERS ASSOCIATION
    475 RIVERSIDE DRIVE SUITE 960
    NEW YORK,NY10115
      PC GENERAL OPERATING SUPPORT 7,392
    FUND FOR GLOBAL HUMAN RIGHTS
    1301 CONNECTICUT AVENUE
    NW WASHINGTON,DC20036
      PC GENERAL PROGRAM SUPPORT: STRENGTHENING THE FEMINIST MOVEMENT IN MESOAMERICA 25,000
    FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION
    25 CALLE 2-39 ZONA 1
    GUATEMALA   01001
    GT
      PC PROGRAM SUPPORT.SEXUAL AND REPRODUCTIVE HEALTH SERVICES FOR INDIGENOUS GUATEMALAN WOMEN 150,000
    FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION
    25 CALLE 2-39 ZONA 1
    GUATEMALA   01001
    GT
      PC SCALING UP NO-TAKE AREAS AND SUSTAINABLE FISHERIES MANAGEMENT IN CARIBBEAN GUATEMALA 150,000
    FUNDERS FOR REPRODUCTIVE EQUITY INC
    PO BOX 750
    ROCKVILLE,MD20848
      PC GENERAL OPERATING SUPPORT 16,200
    GOJOVEN BELIZE ALUMNI ASSOCIATION
    54 BEST BUILDING HUMMINGBIRD
    HIGHWAY
    BELMOPAN   501
    BH
      NC BRIDGING GAPS: ENABLING AN ENVIRONMENT TO INCREASE ADOLESCENT SRHR SERVICES IN PARTNERSHIP WITH COMMUNITY HEALTH WORKERS 70,000
    GREATER HIMALAYAS FOUNDATION
    714 NORTH WEST STREET
    FALLS CHURCH,VA22046
      PC GENERAL OPERATING SUPPORT 2,500
    GREENEWORKS GLOBAL LLC
    3733 WARREN STREET
    NW WASHINGTON,DC20016
      PC COORDINATION AND PUBLICATION OF "SINGULARITY AND DIVERSITY IN CHILD, EARLY AND FORCED MARRIAGE" IN THE JOURNAL OF ADOLESCENT HEALTH 10,000
    INICIATIVA GUATEMALA
    PO BOX 1153
    BEALETON,VA22712
      PC GENERAL OPERATING SUPPORT 18,994
    INSTANCIA POR LA SALUD Y EL DESARROLLO DE LAS MUJERES
    7O NIVEL OFICINA 702
    CIUDAD GUATEMALA    
    GT
      PC EMPOWERING YOUTH TO EXERCISE THEIR SEXUAL AND REPRODUCTIVE RIGHTS IN THE VERAPAZ DEPARTMENTS 49,631
    INTERNATIONAL COMMUNITY FOUNDATION
    2505 N AVENUE
    NATIONAL CITY,CA91950
      PC DESIGNATED FOR THE FRIENDS OF CENTRO MUJERES FUND 2,000
    INTERNATIONAL REFUGEE ASSISTANCE PROJECT INC
    PO BOX 21917
    NEW YORK,NY10087
      PC GENERAL OPERATING SUPPORT 1,500
    JENNIFER CATINO CONSULTING
    CARRER GIBRALTAR 43
    PREMIA DE MAR   08330
    SP
      NC YIELD ACTION LEARNING HUB PHASE 1: DESIGN, PLAN, RESOURCE 25,000
    LATIN AMERICA WORKING GROUP EDUCATION FUND
    2029 P STREET NW SUITE 301
    WASHINGTON,DC20036
      PC GENERAL OPERATING SUPPORT 1,000
    MESOAMERICAN REEF FUND
    22 AVENIDA 0-59 ZONA 15 VISTA
    HERMOSA II
    GUATEMALA   01015
    GT
      PC IDENTIFYING PRIORITIES TO STRENGTHEN MAR FUND'S GOVERNANCE 20,000
    MESOAMERICAN REEF FUND
    22 AVENIDA 0-59 ZONA 15 VISTA
    HERMOSA II
    GUATEMALA   01015
    GT
      PC GENERAL PROGRAM SUPPORT FOR IMPROVING THE HEALTH AND RESILIENCE OF THE MAR 275,897
    MESOAMERICAN REEF FUND
    22 AVENIDA 0-59 ZONA 15 VISTA
    HERMOSA II
    GUATEMALA   01015
    GT
      PC GENERAL PROGRAM SUPPORT FOR EMERGENCY ASSISTANCE FOR MARINE PROTECTED AREA CO-MANAGERS IN BELIZE 150,000
    SEATTLE INTERNATIONAL FOUNDATION
    1601 5TH AVENUE SUITE 1900
    SEATTLE,WA98101
      PC 2021 CENTRAL AMERICA DONORS FORUM 10,000
    SMITHSONIAN INSTITUTION
    OFFICE OF SPONSORED PROJECTS PO BOX
    37012 MRC 1205
    WASHINGTON,DC20013
      PC SUPPORT OF THE NATIONAL MUSEUM OF NATURAL HISTORY 2,000
    SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC
    23564 CALABASAS ROAD
    CALABASAS,CA91302
      PC ENERGY DEMOCRACY PROJECT 50,000
    SOCIAL SECTOR ACCELERATOR LLC
    2345 CRYSTAL DRIVE SUITE 301
    ARLINGTON,VA22202
      PC INSTITUTIONAL STRENGTHENING 15,100
    STICHING RUTGERS
    PO BOX 9022
    UTRECHT    
    NL
      PC THE YIELD HUB: A GLOBAL CROSS-STAKEHOLDER INITIATIVE FOR COLLECTIVE ACTION LEARNING TO ADVANCE YOUTH PARTNERSHIP IN AYSRHR 50,000
    TAHIRIH JUSTICE CENTER
    6400 ARLINGTON BOULEVARD SUITE 400
    FALLS CHURCH,VA22042
      PC GENERAL SUPPORT OF EFFORTS TO ASSIST REFUGEE WOMEN AND CHILDREN FLEEING GENDER-BASED VIOLENCE 2,500
    THE DC ABORTION FUND
    PO BOX 65061
    WASHINGTON,VA20035
      PC GENERAL OPERATING SUPPORT 2,000
    THE FUNDERS NETWORK
    6705 SW 57TH AVENUE SUITE 700
    CORAL GABLES,FL33143
      PC GENERAL OPERATING SUPPORT 10,800
    THE LIGHTHOUSE BLACK GIRL PROJECTS
    PO BOX 607
    JACKSON,MS39205
      PC GENERAL OPERATING SUPPORT 50,000
    THE RESOURCE FOUNDATION
    244 FIFTH AVENUE SUITE 1428
    NEW YORK,NY10001
      PC TO PROMOTE SUSTAINABLE CHANGE FOR INDIGENOUS WOMEN AND THEIR COMMUNITIES 1,000
    THE UNIVERSITY OF TEXAS FOUNDATION
    9011 MOUNTAIN RIDGE DRIVE SUITE 150
    AUSTIN,TX78759
      PC SUPPORT FOR THE LADY BIRD JOHNSON WILDFLOWER CENTER 1,000
    TIDES CENTER
    1014 TORNEY AVENUE
    SAN FRANCISCO,CA94129
      PC THE CLIMATE AND COMMUNITIES PROJECT 50,000
    TOLEDO INSTITUTE FOR DEVELOPMENT AND ENVIRONMENT
    1 MILE SAN ANTONIO ROAD PO BOX 150
    PUNTA GORDA TOWN,TOLEDO DISTRICT  
    BH
      PC GENERAL OPERATING SUPPORT 125,000
    UNIDAD DE DESARROLLO INTEGRAL DE LA MUJER Y LA FAMILIA
    BARRIO MEJIA CASA 2
    LA CEIBA    
    HO
      PC BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS THROUGH ADVOCACY IN ATLNTIDA, HONDURAS 25,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460
      PC GENERAL OPERATING SUPPORT 5,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037
      PC SUPPORT OF INTERNATIONAL AND DOMESTIC WILDLIFE CONSERVATION ACTIVITIES 2,500
    WORLDWOMENWORK
    8 COLE LANE
    SANTA FE,NM87508
      PC GENERAL SUPPORT FOR CONSERVATION PROJECTS INVOLVING WOMEN IN CONSERVATION AND ELEPHANT PROTECTION 2,000
    BIGNFP
    6011 S ST LAWRENCE AVENUE
    CHICAGO,IL60637
      PC GENERAL OPERATING SUPPORT 50,000
    Total .................................bullet 3a 1,848,714
    bApproved for future payment
    COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND REPRODUCTIVE RIGHTS
    PO BOX 40991
    DENVER,CO80204
      PC GENERAL OPERATING SUPPORT 40,000
    SMITHSONIAN INSTITUTION
    OFFICE OF SPONSORED PROJECTS PO BOX
    37012 MRC 1205
    WASHINGTON,DC20013
      PC GENERAL PROGRAM SUPPORT FOR THE HEALTHY REEFS INITIATIVE AND CONSERVING MANGROVES AND SEAGRASSES IN THE MAR 275,000
    THE LIGHTHOUSE BLACK GIRL PROJECTS
    PO BOX 607
    JACKSON,MS39205
      PC GENERAL OPERATING SUPPORT 50,000
    PROTEUS FUND
    250 E 31ST ST
    NEW YORK,NY10016
      PC GENERAL SUPPORT FOR THIRD WAVE FUND 50,000
    Total .................................bullet 3b 415,000
    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 ...........
        14 228,948  
    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 1,966,259  
    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 2,491,295 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,491,295
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


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

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

    52-1743817
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE SUMMIT CHARITABLE FOUNDATION INC
     
    Employer identification number
    52-1743817
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ROGER SANT
    1717 K STREET NW SUITE 1050
     
    WASHINGTON, DC20006

    $ 1,465,347


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE SUMMIT CHARITABLE FOUNDATION INC
     
    Employer identification number

    52-1743817
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    36 SHARES OF DATADOG AND 4,238 SHARES OF SNOWFLAKE $ 1,465,347 2021-11-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE SUMMIT CHARITABLE FOUNDATION INC
     
    Employer identification number

    52-1743817
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING CONSULTANTS 35,802 8,500   20,542

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    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
    ASOCIACION GOJOVEN HONDURAS
     
    COL ALTOS DE MIRAMONTES DIAGONAL
    FRISCO LOTE NO
    TEGUCIGALPA MDC    
    HO
    2020-01-01 70,000 SEXUAL AND REPRODUCTIVE HEALTH: FOR YOU AND FOR ME   NO 5/27/2020, 3/21/2021   INTERIM REPORT APPROVED 2020. FINAL REPORT RECEIVED AND APPROVED IN 2021; GRANT CLOSED 2021.
    GOJOVEN BELIZE ALUMNI ASSOCIATION
     
    54 BEST BUILDING HUMMINGBIRD
    HIGHWAY
    BELMOPAN CITY    
    BH
    2020-01-01 60,000 REDUCING SEXUAL AND REPRODUCTIVE HEALTH DISPARITIES IN THE CAYO AND STANN CREEK DISTRICT IN BELIZE   NO 12/9/2020, 4/14/2021   INTERIM REPORT APPROVED 2020. FINAL REPORT RECEIVED AND APPROVED IN 2021; GRANT CLOSED 2021.
    ASOCIACION GOJOVEN HONDURAS
     
    COL ALTOS DE MIRAMONTES DIAGONAL
    FRISCO LOTE NO
    TEGUCIGALPA MDC    
    HO
    2021-01-01 80,000 LET'S TALK ABOUT SEXUAL REPRODUCTIVE HEALTH, FOR THE FULL ENJOYMENT OF MY RIGHTS   NO 4/8/2022   INTERIM AND FINAL REPORTS RECEIVED AND APPROVED IN 2021: GRANT ENDED 2022
    GOJOVEN BELIZE ALUMNI ASSOCIATION
     
    54 BEST BUILDING HUMMINGBIRD
    HIGHWAY
    BELMOPAN CITY    
    BH
    2021-02-01 70,000 BRIDGING GAPS: ENABLING AN ENVIRONMENT TO INCREASE ADOLESCENT SEXUAL REPRODUCTIVE HEALTH AND RIGHTS SERVICES IN PARTNERSHIP WITH COMMUNITY HEALTH WORKERS   NO 04/13/2022   FINAL REPORT RECEIVED AND APPROVED, GRANT END DATE 2022
    UNIDAD DE DESARROLLO INTEGRAL DE LA MUJER Y LA FAMILIA
     
    COLONIA BANTRAL CALLE PRINCIPAL
    CASA NO 1 CONTIGUO A LA CASETA DE S
    LA CEIBA    
    HO
    2021-11-01 25,000 BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS, YOUNG PEOPLE AND ADOLESCENTS THROUGH ADVOCACY IN THE DEPARTMENT OF ATLNTIDA, HONDURAS   NO 02/17/2022   FINAL REPORT RECEIVED AND APPROVED, GRANT END DATE 2022
    INSTANCIA POR LA SALUD Y EL DESARROLLO DE LAS MUJERES
     
    6ACALLE 1-36 ZONA 10 EDIFFICIO
    VALSAR 7O NOVEL OFFICIAN 702
    CIUDAD    
    GT
    2021-11-01 49,631 EMPOWERING YOUTH TO EXERCISE THEIR SEXUAL AND REPRODUCTIVE RIGHTS IN THE VERAPAZ DEPARTMENTS     02/25/2022   FINAL REPORT RECEIVED AND APPROVED, GRANT END DATE 2022

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Statement:
    DISTRICT OF COLUMBIA AND DELAWARE NO LONGER REQUIRE A COPY OF THE FORM 990-PF TO BE FILED.

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PRIVATE INVESTMENT FUNDS FMV 53,346,985 53,346,985
    MUTUAL FUNDS AND U.S. TREASURY NOTES FMV 13,838,915 13,838,915
    COMMON STOCK FMV 26,645,978 26,645,978

    TY 2021 LandEtcSchedule2
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNITURE 232,784 124,210 108,574 108,574
    COMPUTER EQUIPMENT 80,733 44,153 36,580 36,580
    LEASEHOLD IMPROVEMENTS 1,305,759 667,155 638,604 638,604


    TY 2021 LegalFeesSchedule
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL CONSULTANTS 10,629 0   10,629


    TY 2021 OtherAssetsSchedule
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT DISTRIBUTION RECEIVABLE 1,143,060 0 0
    ACCRUED INTEREST AND DIVIDENDS RECEIVABLE 87,800 29,058 29,058


    TY 2021 OtherDecreasesSchedule
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Description Amount
    PROVISION FOR DEFERRED EXCISE TAX 92,305


    TY 2021 OtherExpensesSchedule
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EQUIPMENT RENTAL & MAINT. 200 0   200
    POSTAGE AND DELIVERY 491 0   491
    SUBSCRIPTIONS/EDUCATIONAL MAT'L 937 0   937
    SUPPLIES 1,807 0   313
    COMPUTER EXPENSES 3,598 0   3,598
    OFFICE EXPENSES 5,809 0   5,809
    INSURANCE 14,318 0   15,260
    TELEPHONE AND INTERNET SERVICE 14,382 0   12,229
    DUES AND MEMBERSHIPS 26,712 0   26,712
    SOFTWARE LICENSES AND WARRENTIES 42,200 0   41,810


    TY 2021 OtherIncomeSchedule2
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP K-1 INCOME   65,647  


    TY 2021 OtherIncreasesSchedule
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 9,703,786


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES 304,147 396,452
    DEFERRED RENT AND LEASE INCENTIVE 342,595 294,020


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES K-1 0 316,667   0
    INVESTMENT FEES 145,378 145,378   0
    OTHER PROFESSIONAL FEES 308,117 0   259,754


    TY 2021 TaxesSchedule
    Name:
    THE SUMMIT CHARITABLE FOUNDATION INC
    EIN:
    52-1743817
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES K-1 0 28,571   0
    FEDERAL EXCISE AND UBI TAXES 127,445 0   0