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
VOLO FOUNDATION
C/O EISNER AMPER
Number and street (or P.O. box number if mail is not delivered to street address)505 S FLAGLER DR 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST PALM BEACH, FL33401
A Employer identification number

47-2415681
B Telephone number (see instructions)

(561) 832-9292
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$129,693,355J 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) 20,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 155 155  
4 Dividends and interest from securities... 20,532 20,532  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -689,863
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment 1,828 1,828  
12 Total. Add lines 1 through 11........ 19,332,652 22,515  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 110,000 0   110,000
14 Other employee salaries and wages...... 396,828 0   396,828
15 Pension plans, employee benefits....... 12,964 0   12,964
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 87,436 0   41,208
19 Depreciation (attach schedule) and depletion... Click to see attachment 24,639 0  
20 Occupancy.............. 187,630 93,815   93,815
21 Travel, conferences, and meetings....... 582,663 0   582,663
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,581,829 588,105   993,725
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,983,989 681,920   2,231,203
25 Contributions, gifts, grants paid....... 8,005,009 8,005,009
26 Total expenses and disbursements. Add lines 24 and 25 10,988,998 681,920   10,236,212
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,343,654
b Net investment income (if negative, enter -0-) 0
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.............      
2 Savings and temporary cash investments......... 16,850,739 10,552,432 10,552,432
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) bullet1,400
Less: allowance for doubtful accounts bullet0 0 1,400 1,400
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   119,411 119,411
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).......... 73,037,333 Click to see attachment86,968,010 117,588,682
14 Land, buildings, and equipment: basis bullet1,371,531
Less: accumulated depreciation (attach schedule) bullet59,512 0 Click to see attachment1,312,019 1,312,019
15 Other assets (describe bullet) Click to see attachment705,502 Click to see attachment119,411 Click to see attachment119,411
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 90,593,574 99,072,683 129,693,355
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 attachment602,970 Click to see attachment619,014
23 Total liabilities (add lines 17 through 22)......... 602,970 619,014
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 89,990,604 98,453,669
29 Total net assets or fund balances (see instructions)..... 89,990,604 98,453,669
30 Total liabilities and net assets/fund balances (see instructions). 90,593,574 99,072,683
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
89,990,604
2
Enter amount from Part I, line 27a .....................
2
8,343,654
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
119,411
4
Add lines 1, 2, and 3 ..........................
4
98,453,669
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
98,453,669
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 WORTHLESS PROMISSORY NOTE- BREAST MICROSEED P   2021-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     689,863 -689,863
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -689,863
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -689,863
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 0
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 119,411
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 119,411
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 10 119,411
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet119,411 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
     
    No
    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)
    bulletFL
    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 addressbulletVOLOFOUNDATION.ORG
    14
    The books are in care ofbulletEISNER ADVISORY GROUP Telephone no.bullet (561) 832-9292

    Located atbullet505 S FLAGLER DR STE 900WEST PALM BEACHFL ZIP+4bullet33415
    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
    DAVID S VOGEL TRUSTEE
    20.00     		0 0 0
    PO BOX 8451
    JUPITER,FL33468
    THAIS LOPEZ VOGEL TRUSTEE
    20.00     		0 0 0
    PO BOX 8451
    JUPITER,FL33468
    WENDY J OLIVER PROGRAM DIRECTOR
    40.00     		110,000 0 0
    1425 BARLOW CT
    PALM BEACH GARDENS,FL33410
    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
    ALEJANDRO DELGADO EDITOR-IN-CHIEF
    40.00     		75,000 0 0
    C/O VOLO FOUNDATION 3825 PGA BLVD
    11TH FL
    PALM BEACH GARDENS,FL33410
    STEPHANIE MCLEMORE DIGITAL MEDIA COORDI
    40.00     		62,400 0 0
    C/O VOLO FOUNDATION 3825 PGA BLVD
    11TH FL
    PALM BEACH GARDENS,FL33410
    STEPHANIE ORTEGA CREATIVE DIRECTOR
    40.00     		62,400 0 0
    C/O VOLO FOUNDATION 3825 PGA BLVD
    11TH FL
    PALM BEACH GARDENS,FL33410
    KRISTINA SALZBERG PROGRAM OFFICER
    40.00     		62,400 0 0
    C/O VOLO FOUNDATION 3825 PGA BLVD
    11TH FL
    PALM BEACH GARDENS,FL33410
    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
    CHRISJENINV CONSULTING LLC CONSULTANT 225,720
    1533 LAUKAHI ST
    HONOLULU,HI96821
    BRIAN W MCILROY CONSULTANT 165,000
    4942 BERNADETTE DR
    HAMBURG,NY14075
    THOMAS C DETERS CONSULTANT 152,125
    3525 PALAIS TERRACE
    WELLINGTON,FL33449
    LISA LOPEZ BERGERAND CONSULTANT 102,460
    3 ALLEE DU COUCHANT
    PESSAC   33600
    FR
    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
    105,100,579
    b
    Average of monthly cash balances.......................
    1b
    11,513,757
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,615,589
    d
    Total (add lines 1a, b, and c).........................
    1d
    118,229,925
    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
    118,229,925
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,773,449
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    116,456,476
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,822,824
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    5,822,824
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,822,824
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,822,824
    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
    5,822,824
    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 5,822,824
    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......  
    b From 2017...... 420,157
    c From 2018...... 564,483
    d From 2019...... 1,728,551
    e From 2020...... 3,306,525
    f Total of lines 3a through e ........ 6,019,716
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 10,236,212
    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..... 5,822,824
    e Remaining amount distributed out of corpus 4,413,388
    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 10,433,104
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		10,433,104
    10 Analysis of line 9:
    a Excess from 2017.... 420,157
    b Excess from 2018.... 564,483
    c Excess from 2019.... 1,728,551
    d Excess from 2020.... 3,306,525
    e Excess from 2021.... 4,413,388
    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).)
    DAVID S VOGEL
    THAIS LOPEZ VOGEL
    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 RED CROSS SOUTH FLORIDA CHAPTER
    335 SW 27TH AVENUE
    MIAMI,FL33135     		NONE PUBLIC CHARITY GENERAL 275,000
    AMPLIO NETWORK
    1904 3RD AVE SUITE 417
    SEATTLE,WA98101     		NONE PUBLIC CHARITY GENERAL 400,000
    ANIMAL ACTIVISTS OF CENTRAL FLORIDA
    160 W CAMINO REAL UNIT 916
    BOCA RATON,FL33432     		NONE PUBLIC CHARITY GENERAL 5,100
    ASPCA
    1320 NW 62ND ST
    MIAMI,FL33147     		NONE PUBLIC CHARITY GENERAL 1,000
    BENJAMIN PRIVATE SCHOOL INC
    11000 ELLISON WILSON RD
    NORTH PALM BEACH,FL33408     		NONE PRIVATE SCHOOL GENERAL 50,000
    BEST BUDDIES INTERNATIONAL INC
    100 SOUTHEAST 2ND ST SUITE 2200
    MIAMI,FL33131     		NONE PUBLIC CHARITY GENERAL 75,000
    BETTERME MOVEMENT LLC
    5600 COLLINS AVE 5
    MIAMI BEACH,FL33140     		NONE PUBLIC CHARITY GENERAL 5,778
    CAMP BOGGY CREEK
    30500 BRANTLEY BRANCH RD
    EUSTIS,FL32736     		NONE PUBLIC CHARITY GENERAL 20,000
    CITIZEN CLIMATE EDUCATION
    1330 ORANGE AVE 309
    CORONADO,CA92118     		NONE PUBLIC CHARITY GENERAL 15,000
    CLEO INSTITUTE INC
    2103 CORAL WAY 2ND FLOOR
    MIAMI,FL33145     		NONE PUBLIC CHARITY GENERAL 850,300
    COALITION FOR THE HOMELESS OF CENTRAL FLORIDA
    18 NORTH TERRY AVENUE
    ORLANDO,FL32801     		NONE PUBLIC CHARITY GENERAL 60,000
    COMMUNITY GREENING
    3601 N MILITARY TRL
    BOCA RATON,FL33431     		NONE PUBLIC CHARITY GENERAL 200
    CONSERVANCY OF SOUTH FLORIDA
    1495 SMITH PRESERVE WAY
    NAPLES,FL34102     		NONE PUBLIC CHARITY GENERA 500
    CREATIVE PINELLAS INCORPORATED
    12211 WALSINGHAM ROAD
    LARGO,FL33778     		NONE PUBLIC CHARITY GENERAL 500
    CURLEY'S HOUSE OF STYLE INC
    6025 NW 6TH CT
    MIAMI,FL33127     		NONE PUBLIC CHARITY GENERAL 2,000
    ECOAMERICA
    1730 RHODE ISLAND AVENUE NW SUITE
    200
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY GENERAL 500
    ENVIRONMENTAL DEFENSE FUND EDF
    257 PARK AVENUE SOUTH 17TH FLOOR
    NEW YORK,NY10010     		NONE PUBLIC CHARITY GENERAL 1,659,000
    FLORIDA CONSERVATION VOTERS EDUCATION FUND
    1700 N MONROE ST 11-286
    TALLAHASSEE,FL32303     		NONE PUBLIC CHARITY GENERAL 500
    FLORIDA FOOD POLICY COUNCIL
    4604 49TH STREET N SUITE 1079
    ST PETERSBURG,FL33709     		NONE PUBLIC CHARITY GENERAL 500
    FLORIDA GULF COAST UNIVERSITY FOUNDATION INC
    10501 FGCU BOULEVARD SOUTH
    FORT MYERS,FL33965     		NONE PUBLIC UNIVERSITY GENERAL 50,900
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH STREET MARC 540
    MIAMI,FL33199     		NONE PUBLIC UNIVERSITY GENERAL 105,000
    FLORIDA LEADERSHIP VENTURE INC
    PO BOX 940633
    MAITLAND,FL32794     		NONE PUBLIC CHARITY GENERAL 500
    FLORIDA NEXT FOUNDATION
    400 N ASHLEY DRIVE 3
    TAMPA,FL33601     		NONE PUBLIC CHARITY GENERAL 5,000
    FLORIDA OCEANOGRAPHIC SOCIETY INC
    890 NE OCEAN BLVD
    STUART,FL34996     		NONE PUBLIC CHARITY GENERAL 10,000
    FOR GOOD MOVEMENT
    8451 PALM PKWY
    ORLANDO,FL32836     		NONE PUBLIC CHARITY GENERAL 500
    FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS INC
    445 WEST AMELIA STREET
    ORLANDO,FL32801     		NONE PUBLIC CHARITY GENERAL 165,000
    FRIEDREICHS ATAXIA RESEARCH ALLIANCE
    533 W UWCHLAN AVE
    DOWNINGTOWN,PA19335     		NONE PUBLIC CHARITY GENERAL 35,000
    FRIENDS OF MACARTHUR BEACH STATE PARK
    10900 JACK NICKLAUS DRIVE
    NORTH PALM BEACH,FL33408     		NONE PUBLIC CHARITY GENERAL 14,390
    FRIENDS OF WLRN INC
    172 NE 15TH STREET 2ND FLOOR
    MIAMI,FL33132     		NONE PUBLIC CHARITY GENERAL 12,000
    FURRY FRIENDS
    100 CAPITAL STREET
    JUPITER,FL33458     		NONE PUBLIC CHARITY GENERAL 10,500
    GRACE MEDICAL HOME
    1417 E CONCORD ST
    ORLANDO,FL32803     		NONE PUBLIC CHARITY GENERAL 25,000
    GREENLEAF COMMUNITIES NFP
    227 GREENLEAF AVE
    WILMETTE,IL60091     		NONE PUBLIC CHARITY GENERAL 1,000
    H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE FOUNDATION
    12902 USF MAGNOLIA DRIVE
    TAMPA,FL33612     		NONE PUBLIC CHARITY GENERAL 200,000
    IDEAS FOR US
    1030 W KALEY AVENUE
    ORLANDO,FL32805     		NONE PUBLIC CHARITY GENERAL 3,500
    IN CURE OF MS
    10585 N MERIDIAN ST STE 200
    INDIANAPOLIS,IN46290     		NONE PUBLIC CHARITY GENERAL 1,000
    INTERNATIONAL SEA LEVEL INSTITUTE
    1044 NW 7TH STREET
    BOCA RATON,FL33486     		NONE PUBLIC CHARITY GENERAL 500
    JUPITER'S ENVIRONMENTAL RESEARCH & FIELD STUDIES ACADEMY
    500 N MILITARY TRAIL
    JUPITER,FL33458     		NONE PUBLIC CHARITY 5K GREEN RUN 430
    JUST CAPITAL FOUNDATION INC
    44 EAST 30TH STREET 11TH FLOOR
    NEW YORK,NY10016     		NONE PUBLIC CHARITY GENERAL 150,000
    LELT FOUNDATION INC
    243 RIVERSIDE DRIVE SUITE MZ2
    NEW YORK,NY10025     		NONE PUBLIC CHARITY GENERAL 20,000
    LORDS PLACE INC
    7600 S DIXIE HWY
    WEST PALM BEACH,FL33405     		NONE PUBLIC CHARITY GENERAL 50,000
    LOYOLA UNIVERSITY OF CHICAGO
    820 N MICHIGAN AVENUE
    CHICAGO,IL60611     		NONE PRIVATE UNIVERSITY GENERAL (2020 GRANT REFUNDED) -100,000
    MAKE A WISH FOUNDATION OF CENTRAL FLORIDA
    1020 NORTH ORLANDO AVENUE SUITE 100
    MAITLAND,FL32751     		NONE PUBLIC CHARITY GENERAL 80,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE PUBLIC CHARITY GENERAL 200,000
    NEW YORK UNIVERSITY COURANT
    251 MERCER STREET
    NEW YORK,NY10012     		NONE PRIVATE UNIVERSITY GENERAL 60,000
    OCEAN CONSERVANCY
    1300 NINETEENTH STREET NW 8TH FLOOR
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY GENERAL 50,000
    ORLANDO BALLET INC
    600 N LAKE FORMOSA DRIVE
    ORLANDO,FL32803     		NONE PUBLIC CHARITY GENERAL 2,500
    OUR CLIMATE EDUCATION FUND
    1 THOMAS CIRCLE SUITE 700
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY GENERAL 450
    PHILANTHROPY TANK
    120 S OLIVE AVE 300
    WEST PALM BEACH,FL33401     		NONE PUBLIC CHARITY GENERAL 100,000
    PHILLIPS CENTER FOR THE PERFORMING ARTS INC
    3201 HULL RD
    GAINESVILLE,FL32611     		NONE PUBLIC UNIVERSITY GENERAL 14,396
    PLACE OF HOPE
    9078 ISAIAH LANE
    PALM BEACH GARDENS,FL33418     		NONE PUBLIC CHARITY GENERAL 25,000
    PLANT A MILLION FOUNDATION
    23800 OVERSEAS HIGHWAY
    SUMMERLAND KEY,FL33042     		NONE PUBLIC CHARITY GENERAL 500
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		NONE PUBLIC UNIVERSITY GENERAL 300,000
    PROJECT ALIANZA
    50 MILK ST FL 15
    BOSTON,MA02109     		NONE PUBLIC CHARITY GENERAL 55,000
    PUNAHOU SCHOOL
    1601 PUNAHOU ST
    HONOLULU,HI96822     		NONE PRIVATE COLLEGE GENERAL 525,000
    RETHINK ENERGY FLORIDA INC
    603 N MARTIN LUTHER KING JR BLVD
    TALLAHASSEE,FL32301     		NONE PUBLIC CHARITY GENERAL 500
    ROBIN HOOD FOUNDATION
    826 BROADWAY 9TH FLOOR
    NEW YORK,NY10003     		NONE PUBLIC CHARITY GENERAL 80,000
    ROCKY MOUNTAIN INSTITUTE
    22830 TWO RIVERS ROAD
    BASALT,CO81621     		NONE PUBLIC CHARITY GENERAL 190,000
    SACHAMAMA
    6000 COLLINS AVE
    MIAMI,FL33140     		NONE PUBLIC CHARITY GENERAL 206,100
    SAINT JUDE CHILDREN'S RESEARCH
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		NONE PUBLIC CHARITY GENERAL 25,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		NONE PUBLIC CHARITY GENERAL 100,000
    SOLAR UNITED NEIGHBORS
    1350 CONNECTICUT AVE NW STE 412
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY GENERAL 150
    SOLUTIONS FROM THE LAND
    1430 FRONT AVE
    LUTHVLE TIMON,MD21093     		NONE PUBLIC CHARITY GENERAL 100,000
    SOUTH FLORIDA SCIENCE CENTER AND AQUARIUM
    4801 DREHER TRAIL N
    WEST PALM BEACH,FL33405     		NONE PUBLIC CHARITY GENERAL 150,500
    ST JOHNS RIVERKEEPER INC
    2800 UNIVERSITY BLVD N
    JACKSONVILLE,FL32211     		NONE PUBLIC CHARITY GENERAL 500
    STUDENTS FOR CARBON DIVIDEND
    176 W 87TH ST
    NEW YORK,NY10024     		NONE PUBLIC CHARITY GENERAL 147,000
    THE ALLIANCE FOR CLIMATE PROTECTION
    555 11TH ST NW STE 601
    WASHINGTON,DC20004     		NONE PUBLIC CHARITY GENERAL 500
    THE CLIMATE GROUP
    335 MADISON AVENUE 4TH FLOOR
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL 5,000
    THE EVERGLADES FOUNDATION
    18001 OLD CUTLER ROAD SUITE 625
    PALMETTO BAY,FL33157     		NONE PUBLIC CHARITY GENERAL 125,000
    THE KING'S ACADEMY INC
    8401 BELVEDERE ROAD
    WEST PALM BEACH,FL33411     		NONE PRIVATE SCHOOL GENERAL 75,000
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE PUBLIC CHARITY GENERAL 100,000
    THE OHIO STATE UNIVERSITY FOUNDATION
    1480 WEST LANE AVENUE
    COLUMBUS,OH43221     		NONE PUBLIC UNIVERSITY GENERAL 150,000
    THINKTECH HAWAII INC
    900 FORT STREET MALL STE 888
    HONOLULU,HI96813     		NONE PUBLIC CHARITY GENERAL 5,000
    TRAS LA PERLA USA INC
    132 MINORCA AVE
    CORAL GABLES,FL33134     		NONE PUBLIC CHARITY GENERAL 52,000
    UCF FOUNDATION INC
    12424 RESEARCH PKWY 250
    ORLANDO,FL32826     		NONE PUBLIC CHARITY GENERAL 5,000
    UNIVERSITY OF CALIFORNIA IRVINE AT THE KIMONIS LABORATORY
    100 THEORY SUITE 250
    IRVINE,CA92617     		NONE PUBLIC UNIVERSITY GENERAL 195,595
    UNIVERSITY OF CENTRAL FLORIDA
    4000 CENTRAL FLORIDA BLVD
    ORLANDO,FL32816     		NONE PUBLIC UNIVERSITY GENERAL 400,000
    UNLIMBITED FOUNDATION INC
    PO BOX 751
    JUPITER,FL33468     		NONE PUBLIC CHARITY GENERAL 40,000
    WAIMANALO CANOE CLUB
    41-852 OLUOLU ST
    WAIMANALO,HI96795     		NONE PUBLIC CHARITY GENERAL 15,000
    WATER PEOPLE THEATER GROUP NFP
    1131 E HYDE PARK BLVD APT B
    CHICAGO,IL60615     		NONE PUBLIC CHARITY GENERAL 93,220
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20090     		NONE PUBLIC CHARITY GENERAL 150,000
    Total .................................bullet 3a 8,005,009
    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 ...........     		    14 155  
    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 -689,863  
    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 -667,348 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -667,348
    (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
    VOLO FOUNDATION
    C/O EISNER AMPER
    Employer identification number

    47-2415681
    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
    VOLO FOUNDATION
    C/O EISNER AMPER         		Employer identification number
    47-2415681
    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
    DAVID VOGEL AND THAIS LOPEZ VOGEL
    PO BOX 8451
     
    JUPITER, FL33458

    		$ 20,000,000


    (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
    VOLO FOUNDATION
    C/O EISNER AMPER         		Employer identification number

    47-2415681
    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
     
    		$    
    (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
    VOLO FOUNDATION
    C/O EISNER AMPER         		Employer identification number

    47-2415681
    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:  

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

    TY 2021 DepreciationSchedule
    Name:
    VOLO FOUNDATION
     
    C/O EISNER AMPER
    EIN:
    47-2415681
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER SOFTWARE 2020-12-01 16,576   SL 3.000000000000 0 0    
    COMPUTER SOFTWARE 2020-09-16 18,297   SL 3.000000000000 0 0    
    DELL COMPUTER 2021-10-11 9,530   SL 5.000000000000 238 0    
    APPLE COMPUTER 2021-10-11 6,105   SL 5.000000000000 153 0    
    OFFICE DECOR 2021-09-01 16,600   SL 7.000000000000 889 0    
    OFFICE FURNITURE 2021-10-11 1,300,000   SL 7.000000000000 23,214 0    
    APPLE COMPUTER 2021-12-11 3,744   SL 5.000000000000 94 0    
    SIGNAGE 2021-08-05 679   SL 5.000000000000 51 0    

    TY 2021 InvestmentsOtherSchedule2
    Name:
    VOLO FOUNDATION
     
    C/O EISNER AMPER
    EIN:
    47-2415681
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EAGLES VIEW SPECIAL PURPOSE OFFSHSORE FUND, LTD. AT COST 13,000,000 18,366,832
    VOLORIDGE SUSTAINABILITY FUND AT COST 8,000,000 11,281,418
    GRIDCURE INC AT COST 348,027 348,027
    KETHWORKS AT COST 100,000 100,000
    VOLORIDGE FUND LTD - INITIAL AT COST 11,447,488 17,922,894
    VOLORIDGE CLIMATE CHANGE CI C 1/21 AT COST 8,000,000 8,544,651
    BLACK ROCK INVESTMENT AT COST 501,588 501,588
    GOLDMAN SACHS AT COST 1,800,380 1,665,756
    EAGLES VIEW SPECIAL PURPOSE OFFSHSORE FUND, LTD. - 1001A AT COST 6,000,000 6,721,200
    VOLORIDGE FUND LTD CLASS C SERIES 01-2021 AT COST 4,000,000 4,121,658
    VOLORIDGE CLIMATE CHANGE CI C 4/21 AT COST 6,000,000 6,859,254
    VOLORIDGE TRADING AGGRESSIVE FUND CLASS C SERIES INITIAL AT COST 27,712,804 41,097,681
    GSSG SOLAR PARTNERS III-B LP AT COST 57,723 57,723

    TY 2021 LandEtcSchedule2
    Name:
    VOLO FOUNDATION
     
    C/O EISNER AMPER
    EIN:
    47-2415681
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER SOFTWARE 16,576 16,576 0  
    COMPUTER SOFTWARE 18,297 18,297 0  
    DELL COMPUTER 9,530 238 9,292  
    APPLE COMPUTER 6,105 153 5,952  
    OFFICE DECOR 16,600 889 15,711  
    OFFICE FURNITURE 1,300,000 23,214 1,276,786  
    APPLE COMPUTER 3,744 94 3,650  
    SIGNAGE 679 51 628  


    TY 2021 OtherAssetsSchedule
    Name:
    VOLO FOUNDATION
     
    C/O EISNER AMPER
    EIN:
    47-2415681
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEBT INSTRUMENTS PROMISSORY NOTE BREAST MICROSEED 689,863 0 0
    PREPAID TAX 15,639 119,411 119,411


    TY 2021 OtherExpensesSchedule
    Name:
    VOLO FOUNDATION
     
    C/O EISNER AMPER
    EIN:
    47-2415681
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION/ACCOUNTING FEES 167,857 167,857   0
    ADVERTISING 172,641 0   172,641
    BOOKS, SUBSCRIPTIONS & REFERENCE 4,747 0   4,747
    COMPUTER & INTERNET EXPENSE 3,954 0   3,954
    COMPUTER SOFTWARE 72,432 0   72,432
    CONSULTING FEES 227,338 227,338   0
    EDUCATION AND SEMINARS 8,545 0   8,545
    INSURANCE 2,793 0   2,793
    INVESTMENT EXPENSES - K-1 130,745 130,745   0
    INVESTMENT FEES - GOLDMAN SACHS 10,002 10,002   0
    LEGAL FEES 24,917 24,917   0
    MISCELLLANEOUS 3,829 0   3,829
    OFFICE SUPPLIES 34,034 17,017   17,017
    OUTSIDE CONTRACT SERVICES 691,714 10,000   681,714
    PAYROLL PROCESSING FEES 13,072 0   13,073
    POSTAGE & MAILING 204 0   204
    PRINTING & COPYING 296 0   296
    TELEPHONE & COMMUNICATIONS 459 229   230
    WEBSITE 12,250 0   12,250


    TY 2021 OtherIncomeSchedule2
    Name:
    VOLO FOUNDATION
     
    C/O EISNER AMPER
    EIN:
    47-2415681
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM PASSTHROUGH BLACKROCK INVESTMENT 1,828 1,828 1,828


    TY 2021 OtherIncreasesSchedule
    Name:
    VOLO FOUNDATION
     
    C/O EISNER AMPER
    EIN:
    47-2415681
    Description Amount
    BEGINNING PREPAID EXCISE TAX 119,411


    TY 2021 OtherLiabilitiesSchedule
    Name:
    VOLO FOUNDATION
     
    C/O EISNER AMPER
    EIN:
    47-2415681
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD PAYABLE 17,169 33,213
    GOLDMAN SACHS 585,801 585,801


    TY 2021 TaxesSchedule
    Name:
    VOLO FOUNDATION
     
    C/O EISNER AMPER
    EIN:
    47-2415681
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 41,208 0   41,208
    FEDERAL EXCISE TAXES 46,228 0   0