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
TINA & STEVEN PRICE CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)CO TAG 810 SEVENTH AVE FL 7
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10019
A Employer identification number

20-6019600
B Telephone number (see instructions)

(212) 275-1500
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$17,672,609
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 270,619 270,619  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 604,520
b Gross sales price for all assets on line 6a 7,911,225
7 Capital gain net income (from Part IV, line 2)... 604,520
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)....... 2,735 2,735  
12 Total. Add lines 1 through 11........ 877,874 877,874  
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)....... 14,557 0   0
c Other professional fees (attach schedule).... 56,113 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 750 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,420 0   0
25 Contributions, gifts, grants paid....... 1,183,485 1,183,485
26 Total expenses and disbursements. Add lines 24 and 25 1,254,905 0   1,183,485
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -377,031
b Net investment income (if negative, enter -0-) 877,874
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............. 346,651 117,321 117,321
2 Savings and temporary cash investments......... 85,046 215,391 215,391
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) bullet250,850
Less: allowance for doubtful accounts bullet0 250,850 250,850 250,850
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,362,774 Click to see attachment13,916,922 15,089,047
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment443,241 Click to see attachment443,241 Click to see attachment2,000,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,488,562 14,943,725 17,672,609
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) Click to see attachment23,165 Click to see attachment23,165
23 Total liabilities (add lines 17 through 22)......... 23,165 23,165
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........ -1,924,158 -468,995
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 15,389,555 15,389,555
29 Total net assets or fund balances (see instructions)..... 13,465,397 14,920,560
30 Total liabilities and net assets/fund balances (see instructions). 13,488,562 14,943,725
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
13,465,397
2
Enter amount from Part I, line 27a .....................
2
-377,031
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,832,194
4
Add lines 1, 2, and 3 ..........................
4
14,920,560
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
14,920,560
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 268 FINANCIAL SELECT SECTOR SPDR P 2020-12-15 2021-06-25
b 196 FINANCIAL SELECT SECTOR SPDR P 2020-09-29 2021-06-25
c 591 INVESCO S&P 500 P 2021-01-01 2021-12-15
d 103 INDUSTRIAL SELECT SECT SPDR P 2021-10-07 2021-10-21
e FIDELITY 500 INDEX P 2018-10-26 2021-01-25
FIDELITY 500 INDEX P 2018-10-26 2021-02-24
FIDELITY 500 INDEX P 2018-10-26 2021-04-27
FINANCIAL SELECT SECTOR SPDR P 2019-01-08 2021-06-25
FINANCIAL SELECT SECTOR SPDR P 2021-01-01 2021-06-25
INDUSTRIAL SELECT SECT SPDR P 2019-12-11 2021-04-27
INDUSTRIAL SELECT SECT SPDR P 2019-12-11 2021-10-21
ABBVIE P 2020-11-17 2021-11-15
ANHEUSER BUSCH INBEV P 2020-09-22 2021-06-29
ANHEUSER BUSCH INBEV P 2021-06-30 2021-11-02
BECTON DICKINSON & CO P 2020-09-30 2021-09-13
CAP ONE FINL P 2021-08-19 2021-11-02
CIGNA CORP P 2020-08-04 2021-04-05
CIT GROUP P 2021-10-22 2021-11-02
CITIGROUP P 2020-11-18 2021-11-02
CITIGROUP P 2021-07-13 2021-11-02
CITRIX SYS P 2021-09-28 2021-11-02
CVS HEALTH P 2021-10-22 2021-11-02
GEN MOTORS FINL P 2021-01-01 2021-09-27
GLP CAP LP P 2021-04-28 2021-11-02
GOLDMAN SACHS GROUP P 2021-09-16 2021-11-02
HCA INC P 2021-06-17 2021-11-02
MCDONALDS CORP P 2021-03-19 2021-11-02
MORGAN STANLEY P 2021-09-10 2021-11-02
PUB STORAGE P 2021-10-04 2021-11-02
RAYTHEON TECH CORP P 2021-04-05 2021-11-02
SYSCO CORP P 2021-07-19 2021-11-02
TORONTO DOMINION BK P 2021-06-22 2021-11-02
WASTE MGMT INC P 2020-12-04 2021-11-02
WELLS FARGO & CO P 2021-09-28 2021-11-02
$ TREE P 2020-10-20 2021-11-02
AMERN TOWER CORP P 2021-01-01 2021-11-02
AMPHENOL CORP P 2020-09-09 2021-11-02
ANTHEM INC P 2018-11-06 2021-11-02
AT&T P 2018-10-29 2021-11-02
AVALONBAY COMMUNITIES P 2020-07-17 2021-11-02
BK OF AMER CORP P 2018-11-02 2021-10-21
BP CAP MARKETS AMER P 2019-10-16 2021-11-02
CHUBB HOLDINGS P 2018-10-30 2021-11-02
CIGNA CORP P 2020-08-04 2021-11-02
DR HORTON P 2018-11-06 2021-11-02
DISCOVER BK P 2019-12-09 2021-07-12
DUKE ENERGY CAROLINAS P 2018-11-05 2021-11-02
EASTMAN CHEM CO P 2018-10-30 2021-12-01
ECOLAB P 2018-12-04 2021-09-08
ELECTR ARTS INC P 2020-06-05 2021-11-02
ENTERPRISE PRODUCTS OPER P 2019-10-26 2021-11-02
EQUINIX P 2020-08-05 2021-11-02
EVERNORTH HEALTH INC P 2019-04-22 2021-04-02
FL PWR & LT CO P 2020-04-15 2021-11-02
GEN DYNAMICS CORP P 2018-11-06 2021-11-02
GOLDMAN SACHS GROUP P 2018-10-26 2021-04-26
LAB CORP OF AMER P 2019-11-08 2021-11-02
MARSH & MCLENNAN P 2018-11-07 2021-11-02
MCCORMICK & CORP P 2018-10-31 2021-11-02
PAYPAL HOLDINGS P 2019-10-03 2021-11-02
PEPSICO P 2020-03-17 2021-11-02
REP SERVICES P 2020-10-14 2021-11-02
ROGERS COMMUNICATIONS P 2018-10-30 2021-11-02
RYDER SYS INC P 2019-02-05 2020-08-16
STARBUCKS CORP P 2018-11-14 2021-11-02
STRYKER CORP P 2019-09-20 2021-11-02
UN PAC CORP P 2020-09-16 2021-11-02
UT ACQUISITION P 2019-04-10 2021-06-15
VA ELEC & PWR P 2018-11-05 2021-11-02
VERIZON P 2018-11-07 2021-11-02
WALT DISNEY COMPANY P 2020-09-09 2021-11-02
XYLEM INC P 2018-11-05 2021-10-01
ALIGN TECHNOLOGY P 2021-02-24 2021-10-07
ALIGN TECHNOLOGY P 2021-02-24 2021-10-08
AMAZON.COM P 2021-02-24 2021-10-07
EQUINIX P 2021-02-24 2021-06-24
EQUINIX P 2021-02-24 2021-06-25
EQUINIX P 2021-02-24 2021-06-28
ESTEE LAUDER P 2021-02-24 2021-03-09
ESTEE LAUDER P 2021-02-24 2020-03-10
ESTEE LAUDER P 2021-02-24 2021-03-11
ESTEE LAUDER P 2021-02-24 2021-03-12
ESTEE LAUDER P 2021-02-24 2021-03-15
ESTEE LAUDER P 2021-02-24 2021-03-16
ESTEE LAUDER P 2021-02-24 2021-03-17
ESTEE LAUDER P 2021-02-24 2021-03-18
ESTEE LAUDER P 2021-02-24 2021-03-19
ESTEE LAUDER P 2021-02-24 2021-03-22
ESTEE LAUDER P 2021-02-24 2021-03-23
FACEBOOK P 2021-02-24 2021-05-11
FACEBOOK P 2021-02-24 2021-05-12
FACEBOOK P 2021-02-24 2021-05-13
IHS MARKIT LTD P 2021-02-24 2021-03-09
IHS MARKIT LTD P 2021-02-24 2021-03-09
IHS MARKIT LTD P 2021-02-24 2021-03-10
IHS MARKIT LTD P 2021-02-24 2021-03-10
IHS MARKIT LTD P 2021-02-24 2021-03-11
IHS MARKIT LTD P 2021-02-24 2021-03-12
IHS MARKIT LTD P 2021-02-24 2021-03-15
IHS MARKIT LTD P 2021-02-24 2021-03-22
IHS MARKIT LTD P 2021-02-24 2021-03-23
IHS MARKIT LTD P 2021-02-24 2021-03-24
IHS MARKIT LTD P 2021-02-24 2021-05-07
IHS MARKIT LTD P 2021-02-24 2021-05-10
IHS MARKIT LTD P 2021-02-24 2021-05-11
IHS MARKIT LTD P 2021-02-24 2021-05-12
IHS MARKIT LTD P 2021-02-24 2021-05-13
IHS MARKIT LTD P 2021-02-24 2021-05-13
IHS MARKIT LTD P 2021-02-24 2021-05-14
IHS MARKIT LTD P 2021-02-24 2021-05-17
IHS MARKIT LTD P 2021-02-24 2021-05-17
IHS MARKIT LTD P 2021-02-24 2021-12-22
IHS MARKIT LTD P 2021-02-24 2021-12-23
IHS MARKIT LTD P 2021-02-24 2021-12-27
IHS MARKIT LTD P 2021-02-24 2021-12-28
IHS MARKIT LTD P 2021-02-24 2021-12-29
IHS MARKIT LTD P 2021-02-24 2021-12-30
INTUITIVE SURGICAL P 2021-02-24 2021-04-26
INTUITIVE SURGICAL P 2021-02-24 2021-04-27
INTUITIVE SURGICAL P 2021-02-24 2021-04-28
INTUITIVE SURGICAL P 2021-02-24 2021-11-18
INTUITIVE SURGICAL P 2021-02-24 2021-11-19
INTUITIVE SURGICAL P 2021-02-24 2021-11-22
INTUITIVE SURGICAL P 2021-02-24 2021-11-23
INTUITIVE SURGICAL P 2021-02-24 2021-11-24
INTUITIVE SURGICAL P 2021-02-24 2021-11-26
INTUITIVE SURGICAL P 2021-02-24 2021-11-29
INTUITIVE SURGICAL P 2021-02-24 2021-11-30
INTUIT P 2021-02-24 2021-08-19
INTUIT P 2021-02-24 2021-08-20
INTUIT P 2021-02-24 2021-08-23
INTUIT P 2021-02-24 2021-11-04
INTUIT P 2021-02-24 2021-11-05
INTUIT P 2021-02-24 2021-11-08
INTUIT P 2021-02-24 2021-11-09
INTUIT P 2021-02-24 2021-11-10
MICORSOFT P 2021-02-24 2021-12-22
NVIDIA CORP P 2021-02-24 2021-06-08
NVIDIA CORP P 2021-02-24 2021-06-09
NVIDIA CORP P 2021-02-24 2021-06-10
NVIDIA CORP P 2021-02-24 2021-06-21
NVIDIA CORP P 2021-02-24 2021-06-22
NVIDIA CORP P 2021-02-24 2021-08-31
NVIDIA CORP P 2021-02-24 2021-10-07
NVIDIA CORP P 2021-02-24 2021-10-12
NVIDIA CORP P 2021-02-24 2021-10-13
NVIDIA CORP P 2021-02-24 2021-10-14
NVIDIA CORP P 2021-02-24 2021-11-04
NVIDIA CORP P 2021-02-24 2021-11-04
NVIDIA CORP P 2021-02-24 2021-11-05
NVIDIA CORP P 2021-02-24 2021-11-10
NVIDIA CORP P 2021-02-24 2021-11-11
NVIDIA CORP P 2021-02-24 2021-11-11
NVIDIA CORP P 2021-02-24 2021-11-12
NVIDIA CORP P 2021-02-24 2021-11-15
NVIDIA CORP P 2021-02-24 2021-11-17
SNAP INC-A P 2021-02-24 2021-02-26
SNAP INC-A P 2021-02-24 2021-03-01
SNAP INC-A P 2021-02-24 2021-10-07
SNAP INC-A P 2021-02-24 2021-10-08
SNAP INC-A P 2021-02-24 2021-10-12
SNAP INC-A P 2021-02-24 2021-10-13
SNAP INC-A P 2021-02-24 2021-10-14
SNAP INC-A P 2021-02-24 2021-10-14
SNAP INC-A P 2021-02-24 2021-10-15
SNAP INC-A P 2021-02-24 2021-10-18
SNAP INC-A P 2021-02-24 2021-10-19
SNAP INC-A P 2021-02-24 2021-10-20
DOUBLELINE TTL RTRN BND P 2021-01-01 2021-09-15
JP, SHORT DURATION BD FD P 2021-01-01 2021-09-15
NBRGR BRMN GENESIS P 2020-12-15 2021-09-15
DOUBLELINE TTL RTRN BND P 2021-01-04 2021-09-15
DOUBLELINE TTL RTRN BND P 2020-01-01 2021-06-03
DOUBLELINE TTL RTRN BND P 2020-01-01 2021-09-15
NBRGR BRMN GENESIS P 2020-01-01 2021-09-15
VERIZON P 2016-04-22 2021-02-18
VERIZON P 2016-04-22 2021-09-15
CAPITAL GAINS DIVIDENDS P    
(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 9,895   7,668 2,227
b 7,237   4,658 2,579
c 94,156   76,947 17,209
d 10,751   10,399 352
e 87,178   60,624 26,554
28,143   19,193 8,950
38,770   24,805 13,965
34,446   22,693 11,753
37,073   24,225 12,848
50,234   41,851 8,383
36,324   29,602 6,722
57,000   57,000 0
33,430   33,343 87
5,433   5,509 -76
30,577   30,463 114
9,563   9,656 -93
30,150   30,108 42
9,909   9,954 -45
6,154   6,200 -46
6,563   6,690 -127
4,879   4,916 -37
6,109   6,095 14
89,000   89,000 0
11,583   11,582 1
5,342   5,398 -56
10,222   10,399 -177
6,550   6,546 4
10,014   10,220 -206
11,781   11,887 -106
7,369   7,405 -36
8,585   8,737 -152
5,933   6,006 -73
13,715   13,992 -277
10,774   10,882 -108
5,428   5,569 -141
14,168   13,439 729
14,392   14,585 -193
13,432   12,695 525
13,150   12,654 150
6,439   6,578 -139
87,000   82,716 1,082
14,213   13,720 493
13,392   12,574 532
7,354   7,423 -69
5,110   5,000 110
87,000   87,067 -67
13,203   12,995 208
80,000   79,782 218
57,168   54,347 2,393
13,563   13,724 -161
13,089   12,974 115
10,913   11,171 -258
23,684   23,162 522
7,381   7,421 -40
13,556   12,933 623
84,000   82,033 564
13,865   13,428 437
13,422   12,703 521
14,792   13,373 1,111
15,615   15,122 493
11,665   11,299 366
13,730   14,151 -421
14,358   13,631 727
57,285   57,022 263
13,690   13,022 668
14,808   14,419 389
12,273   12,393 -120
69,000   68,958 42
13,698   12,833 775
9,610   8,823 703
13,938   14,152 -214
80,000   80,000 0
664   564 100
644   564 80
3,318   3,144 174
778   648 130
1,564   1,296 268
792   648 144
844   890 -46
568   593 -25
292   297 -5
292   297 -5
289   297 -8
291   297 -6
291   297 -6
288   297 -9
858   890 -32
287   297 -10
281   297 -16
1,224   1,042 182
608   521 87
612   521 91
282   266 16
471   444 27
376   355 21
94   89 5
94   89 5
283   266 17
382   355 27
95   89 6
190   178 12
191   178 13
323   266 57
217   178 39
210   178 32
510   444 66
210   178 32
523   444 79
315   266 49
104   89 15
103   89 14
928   622 306
800   533 267
537   355 182
1,204   799 405
801   533 268
664   444 220
866   747 119
862   747 115
869   747 122
360   249 111
352   249 103
343   249 94
336   249 87
337   249 88
331   249 82
1,005   747 258
329   249 80
543   393 150
1,092   785 307
1,103   785 318
626   393 233
618   393 225
616   393 223
613   393 220
607   393 214
2,971   2,073 898
698   556 142
700   556 144
697   556 141
1,465   1,112 353
1,491   1,112 379
3,135   1,946 1,189
1,061   695 366
210   139 71
836   556 280
852   556 296
619   278 341
1,487   695 792
1,527   695 832
3,003   1,390 1,613
1,507   695 812
1,507   695 812
608   278 330
305   139 166
600   278 322
721   792 0
528   576 0
845   792 53
154   144 10
226   216 10
152   144 8
306   288 18
1,074   1,008 66
931   864 67
78   72 6
385   360 25
77   72 5
25,199   25,267 -68
1,884,641   1,891,377 -6,736
36,113   31,008 5,105
3,296   3,330 -34
500,000   520,023 -19,578
691,216   681,528 9,688
898,186   594,120 304,066
499,572   441,985 57,587
1,501,500   1,387,119 114,381
20     20
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       2,227
b       2,579
c       17,209
d       352
e       26,554
      8,950
      13,965
      11,753
      12,848
      8,383
      6,722
      0
      87
      -76
      114
      -93
      42
      -45
      -46
      -127
      -37
      14
      0
      1
      -56
      -177
      4
      -206
      -106
      -36
      -152
      -73
      -277
      -108
      -141
      729
      -193
      525
      150
      -139
      1,082
      493
      532
      -69
      110
      -67
      208
      218
      2,393
      -161
      115
      -258
      522
      -40
      623
      564
      437
      521
      1,111
      493
      366
      -421
      727
      263
      668
      389
      -120
      42
      775
      703
      -214
      0
      100
      80
      174
      130
      268
      144
      -46
      -25
      -5
      -5
      -8
      -6
      -6
      -9
      -32
      -10
      -16
      182
      87
      91
      16
      27
      21
      5
      5
      17
      27
      6
      12
      13
      57
      39
      32
      66
      32
      79
      49
      15
      14
      306
      267
      182
      405
      268
      220
      119
      115
      122
      111
      103
      94
      87
      88
      82
      258
      80
      150
      307
      318
      233
      225
      223
      220
      214
      898
      142
      144
      141
      353
      379
      1,189
      366
      71
      280
      296
      341
      792
      832
      1,613
      812
      812
      330
      166
      322
      0
      0
      53
      10
      10
      8
      18
      66
      67
      6
      25
      5
      -68
      -6,736
      5,105
      -34
      -19,578
      9,688
      304,066
      57,587
      114,381
      20
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 2 604,520
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 12,202
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 12,202
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,920
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,200
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 27,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 14,918
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet14,918 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)
    bulletNY
    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 ofbulletTAG ASSOCIATES LLC Telephone no.bullet (212) 275-1500

    Located atbullet810 SEVENTH AVENUE7TH FLRNEW YORKNY ZIP+4bullet10019
    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
    STEVEN PRICE MANAGING TRUSTEE
    0.00
    0 0 0
    C/O TAG ASSOCIATES LLC 810 SEVENTH
    AVE 7FL
    NEW YORK,NY10019
    TINA PRICE MANAGING TRUSTEE
    0.00
    0 0 0
    C/O TAG ASSOCIATES LLC 810 SEVENTH
    AVE 7FL
    NEW YORK,NY10019
    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  
    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
    13,956,793
    b
    Average of monthly cash balances.......................
    1b
    338,838
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,218,359
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,513,990
    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
    15,513,990
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    232,710
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    15,281,280
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    764,064
    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
    764,064
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    12,202
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,202
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    751,862
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    751,862
    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
    751,862
    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 7 751,862
    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...... 846,864
    b From 2017...... 861,690
    c From 2018...... 422,090
    d From 2019...... 820,893
    e From 2020...... 776,622
    f Total of lines 3a through e ........ 3,728,159
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,183,485
    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..... 751,862
    e Remaining amount distributed out of corpus 431,623
    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 4,159,782
    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) ...
    846,864
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    3,312,918
    10 Analysis of line 9:
    a Excess from 2017.... 861,690
    b Excess from 2018.... 422,090
    c Excess from 2019.... 820,893
    d Excess from 2020.... 776,622
    e Excess from 2021.... 431,623
    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).)
    STEVEN PRICE
    TINA PRICE
    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
    AMERICAN ISRAEL EDUCATION FOUNDATION
    477 MADISON AVENUE 11TH FLR
    NEW YORK,NY10022
    N/A 501(C)(3) CHARITABLE 118,000
    BBYO
    2020 K STREET NW 7TH FLOOR
    WASHINGTON,DC20006
    N/A 501(C)(3) CHARITABLE 25,000
    BIRTHRIGHT ISRAEL FOUNDATION
    33 EAST 33RD STREET 7TH FLR
    NEW YORK,NY10016
    N/A 501(C)(3) CHARITABLE 25,000
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH ST 8TH FLR
    NEW YORK,NY10022
    N/A 501(C)(3) CHARITABLE 5,000
    BROWN UNIVERSITY
    PO BOX 1893
    PROVIDENCE,RI02912
    N/A 501(C)(3) CHARITABLE 190,000
    BROWN UNIVERSITY HILLEL
    BOX 1877
    PROVIDENCE,RI02912
    N/A 501(C)(3) CHARITABLE 10,000
    CENTRAL SYNAGOGUE
    652 LEXINGTON AVENUE
    NEW YORK,NY10022
    N/A 501(C)(3) CHARITABLE 360
    COMMENTARY INC
    561 SEVENTH AVENUE 16TH FLR
    NEW YORK,NY10018
    N/A 501(C)(3) CHARITABLE 36,000
    COUNCIL ON FOREIGN RELATIONS
    58 EAST 68TH STREET
    NEW YORK,NY10065
    N/A 501(C)(3) CHARITABLE 10,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137
    N/A 501(C)(3) CHARITABLE 57,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    370 SEVENTH AVENUE SUITE 303
    NEW YORK,NY10001
    N/A 501(C)(3) CHARITABLE 110,000
    HIT THE BOOKS
    340 NICHOLAS AVENUE
    NEW YORK,NY10027
    N/A 501(C)(3) CHARITABLE 18,000
    JEWISH FUNDERS NETWORK
    150 WEST 30TH STREET SUITE 900
    NEW YORK,NY10001
    N/A 501(C)(3) CHARITABLE 2,500
    LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 98018
    WASHINGTON,DC20090
    N/A 501(C)(3) CHARITABLE 1,000
    MECHON HADAR
    190 AMSTERDAM AVENUE
    NEW YORK,NY10023
    N/A 501(C)(3) CHARITABLE 100,000
    MOISHE HOUSE
    5007 PROVIDENCE ROAD 111
    CHARLOTTE,NC28226
    N/A 501(C)(3) CHARITABLE 43,000
    MOUNT SINAI MEDICAL CENTER FOUNDATION
    ONE GUSTAVE L LEVY PLACE BOX 1049
    NEW YORK,NY10029
    N/A 501(C)(3) CHARITABLE 15,025
    NLI USA INC
    25 WEST 45TH STREET
    NEW YORK,NY10036
    N/A 501(C)(3) CHARITABLE 18,000
    NYU LANGONE MEDICAL CENTER
    550 1ST AVENUE
    NEW YORK,NY10016
    N/A 501(C)(3) CHARITABLE 100,000
    PARK AVENUE SYNAGOGUE
    50 EAST 87TH STREET
    NEW YORK,NY10128
    N/A 501(C)(3) CHARITABLE 68,000
    PEDIATRIC BRAIN TUMOR FOUNDATION
    302 RIDGEFIELD COURT
    ASHEVILLE,NC28806
    N/A 501(C)(3) CHARITABLE 2,500
    PJ LIBRARY
    67 HUNT STREET
    AGAWAM,MA01001
      501(C)(3) CHARITABLE 1,800
    THE CITY
    228 EAST 45TH STREET
    NEW YORK,NY10017
    N/A 501(C)(3) CHARITABLE 25,000
    THE JEWISH MUSEUM
    640 FIFTH AVENUE
    NEW YORK,NY10019
    N/A 501(C)(3) CHARITABLE 25,000
    THE MASTERS SCHOOL
    49 CLINTON AVENUE
    DOBBS FERRY,NY10522
    N/A 501(C)(3) CHARITABLE 500
    UJA FEDERATION
    130 EAST 59TH STREET
    NEW YORK,NY10022
    N/A 501(C)(3) CHARITABLE 140,000
    WEILL CORNELL MEDICAL CENTER
    1300 YORK AVENUE BOX 314
    NEW YORK,NY10065
    N/A 501(C)(3) CHARITABLE 10,000
    WESTCHESTER JEWISH COMMUNITY SERVICES
    845 NORTH BROADWAY - SUITE 2
    WHITE PLAINS,NY10603
    N/A 501(C)(3) CHARITABLE 1,800
    YOUTH RENEWAL FUND
    1460 BROADWAY
    NEW YORK,NY10036
    N/A 501(C)(3) CHARITABLE 25,000
    Total .................................bullet 3a 1,183,485
    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.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 20 604,500
    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) .. 0 273,374 604,500
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    877,874
    (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.)
    8 N/A
    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:
    TINA & STEVEN PRICE CHARITABLE
     
    FOUNDATION
    EIN:
    20-6019600
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAG ASSOCIATES LLC FEES 14,557 0   0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    TINA & STEVEN PRICE CHARITABLE
     
    FOUNDATION
    EIN:
    20-6019600
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    JPM W87162009 AT COST 7,290,215 5,892,915
    JPM F48811007 AT COST 3,116,291 4,868,031
    JPM F65642004 AT COST 2,730,209 2,735,725
    JPM G09141005 AT COST 506,176 584,705
    SE FUND I AT COST 274,031 1,007,671

    TY 2021 OtherAssetsSchedule
    Name:
    TINA & STEVEN PRICE CHARITABLE
     
    FOUNDATION
    EIN:
    20-6019600
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LIFE INSURANCE POLICY 443,241 443,241 2,000,000


    TY 2021 OtherExpensesSchedule
    Name:
    TINA & STEVEN PRICE CHARITABLE
     
    FOUNDATION
    EIN:
    20-6019600
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS DEPARTMENT OF LAW 750 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    TINA & STEVEN PRICE CHARITABLE
     
    FOUNDATION
    EIN:
    20-6019600
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 INCOME (LOSS)-RELATIONSHIP SCIENCE LLC 0 0 0
    K-1 INCOME(LOSS)-SE FUND I 2,735 2,735 2,735


    TY 2021 OtherIncreasesSchedule
    Name:
    TINA & STEVEN PRICE CHARITABLE
     
    FOUNDATION
    EIN:
    20-6019600
    Description Amount
    TAX EXEMPT INCOME FROM K-1 1,317
    BOND PREMIUM AMORTIZATION JPM F65642004 28,021
    ORDINARY MARKET DISCOUNT 6,561
    DIFFERENCE IN COST BASIS BETWEEN BOOKS AND BANK 1,796,295


    TY 2021 OtherLiabilitiesSchedule
    Name:
    TINA & STEVEN PRICE CHARITABLE
     
    FOUNDATION
    EIN:
    20-6019600
    Description Beginning of Year - Book Value End of Year - Book Value
    NEGATIVE TAX BASIS IN RELATIONSHIP SCIENCE 23,165 23,165


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    TINA & STEVEN PRICE CHARITABLE
     
    FOUNDATION
    EIN:
    20-6019600
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JPM FEES 33,588 0   0
    LIFE INSURANCE PREMIUMS 22,365 0   0
    ALM FEE 160 0   0