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. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 07-01-2020 , and ending 06-30-2021
Name of foundation
HOWARD AND GERALDINE POLINGER
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1301 CONNECTICUT AVENUE NW NO 450
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036
A Employer identification number

52-6078041
B Telephone number (see instructions)

(202) 888-6833
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$131,325,935J 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) 51,014,404
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,383,283 1,383,283  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,032,594
b Gross sales price for all assets on line 6a 17,506,147
7 Capital gain net income (from Part IV, line 2)... 4,032,594
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 594,369 594,369  
12 Total. Add lines 1 through 11........ 57,024,650 6,010,246  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 190,000 0   190,000
14 Other employee salaries and wages...... 181,960 0   181,960
15 Pension plans, employee benefits....... 44,964 0   44,964
16a Legal fees (attach schedule)......... Click to see attachment 520 0   520
b Accounting fees (attach schedule)....... Click to see attachment 26,214 6,553   19,661
c Other professional fees (attach schedule).... Click to see attachment 516,812 502,294   14,518
17 Interest............... 8,260 0   8,260
18 Taxes (attach schedule) (see instructions)... Click to see attachment 96,709 1,052   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 79,654 0   79,654
21 Travel, conferences, and meetings....... 24,806 0   24,806
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 254,054 225,622   28,432
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,423,953 735,521   592,775
25 Contributions, gifts, grants paid....... 3,041,926 3,041,926
26 Total expenses and disbursements. Add lines 24 and 25 4,465,879 735,521   3,634,701
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,558,771
b Net investment income (if negative, enter -0-) 5,274,725
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 290,261 1,162,295 1,162,295
2 Savings and temporary cash investments......... 1,870,982 733,775 733,775
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,826,818 Click to see attachment5,205,026 5,205,026
c Investments—corporate bonds (attach schedule)....... 1,543,723 Click to see attachment248,782 248,782
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 49,625,481 Click to see attachment123,962,021 123,962,021
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment14,036 Click to see attachment14,036 Click to see attachment14,036
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 57,171,301 131,325,935 131,325,935
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 57,171,301 131,325,935
29 Total net assets or fund balances (see instructions)..... 57,171,301 131,325,935
30 Total liabilities and net assets/fund balances (see instructions). 57,171,301 131,325,935
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
57,171,301
2
Enter amount from Part I, line 27a .....................
2
52,558,771
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
21,595,863
4
Add lines 1, 2, and 3 ..........................
4
131,325,935
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
131,325,935
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,823,121   13,473,553 3,349,568
b 683,026     683,026
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       3,349,568
b       683,026
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 4,032,594
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Reserved................................ 1 73,319
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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 73,319
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 73,319
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 96,087
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 96,087
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 290
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 22,478
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet22,478 RefundedBullet 11 0
Part VII-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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-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 addressbulletPOLINGERFOUNDATION.ORG
    14
    The books are in care ofbulletGMA FOUNDATIONS Telephone no.bullet (617) 426-7080

    Located atbullet2 LIBERTY SQUARE SUITE 500BOSTONMA ZIP+4bullet02019
    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 2020, 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 VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    LORRE BETH POLINGER PRESIDENT
    5.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    ARNOLD LEE POLINGER DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    DAVID MARC POLINGER TREASURER
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    ERICA PRESSMAN SECRETARY/CEO
    32.00     		190,000 5,700 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    JENNIFER ABRAMS DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    MOLLIE BARNATHAN DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    JAN POLINGER CHAVIS DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    CHARLIE POLINGER DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    STEVEN POLINGER DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    BECKY POLINGER DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    JULIE POLINGER DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    JOSHUA WERTLIEB VICE PRESIDENT
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    MIRIAM NSIMBI DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    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
    JULIA LIPTON PROGRAM OFFICER
    40.00     		106,960 3,209 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    ELIZABETH SPAGNOLETTI-HECKER GRANTS AND OPERATION
    40.00     		75,000 6,976 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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 IX-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 IX-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 (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    106,402,323
    b
    Average of monthly cash balances.......................
    1b
    5,282,595
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    111,684,918
    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
    111,684,918
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,675,274
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    110,009,644
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,500,482
    Part XI
    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 X, line 6....................
    1
    5,500,482
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    73,319
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    73,319
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,427,163
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,427,163
    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 XIII, line 1 ...
    7
    5,427,163
    Part XII
    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
    3,634,701
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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 V, line 8, and Part XIII, line 4
    4
    3,634,701
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,634,701
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 5,427,163
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 879,672
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,634,701
    a Applied to 2019, but not more than line 2a 879,672
    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 2020 distributable amount..... 2,755,029
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		2,672,134
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    350ORG
    20 JAY STREET SUITE 732
    BROOKLYN,NY11201     		N/A PC GENERAL OPERATING SUPPORT 42,500
    ACTION FOR BOSTON COMMUNITY DEVELOPMENT
    178 TREMONT STREET
    BOSTON,MA02111     		N/A PC SUMMERWORKS PROGRAM 5,000
    AMERICAN CIVIL LIBERTIES UNION FDN
    915 15TH ST NW 2ND FL
    WASHINGTON,DC20005     		N/A PC GENERAL OPERATING SUPPORT 27,589
    AMERICAN JEWISH JOINT DISTRIBUTION COMM
    220 EAST 42ND ST
    NEW YORK,NY10017     		N/A PC LEATID EUROPEAN CENTER FOR JEWISH SUPPORT 60,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMM
    220 EAST 42ND ST
    NEW YORK,NY10017     		N/A PC UKRAINE PROGRAM 2,000
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVE
    NEW YORK,NY10158     		N/A PF GENERAL OPERATING SUPPORT 36,250
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVE
    NEW YORK,NY10158     		N/A PF EDUCATION 10,000
    BENDER JEWISH COMMUNITY CENTER OF GREATER WASHINGTON
    6125 MONTROSE ROAD
    ROCKVILLE,MD20852     		N/A PC POLINGER ARTISTS OF EXCELLENCE 5,000
    BLACK VOTERS MATTER CAPACITY BLDG INTS
    3645 MARKETPLACE BLVD SUITE 130-209
    EAST POINT,GA30344     		N/A PC GENERAL OPERATING SUPPORT 7,000
    BONEI OLAM
    1755 46TH STREET
    BROOKLYN,NY11204     		N/A PC GENERAL OPERATING SUPPORT 1,000
    CAMERA
    PO BOX 35040
    BOSTON,MA021350001     		N/A PC GENERAL OPERATING SUPPORT 14,000
    CENTER FOR THIRD WORLD ORGANIZING FBO BLACKOUT COLLECTIVE
    PO BOX 28741
    OAKLAND,CA94604     		N/A PC EMERGENCY - GENERAL OPERATING SUPPORT 35,000
    CHEVRA KADISHA OF PASSAIC CLIFTON
    324 TERHUNE AVE
    PASSAIC,NJ07055     		N/A PC GENERAL OPERATING SUPPORT 3,500
    CHILDRENS NATIONAL HEALTH SYSTEM
    111 MICHIGAN AVENUE NW
    WASHINGTON,DC20010     		N/A PC MENTAL HEALTH AND WELLNESS SUPPORT FOR FAMILIES AND PROVIDERS 26,000
    CHINESE PROGRESSIVE ASSOCIATION FBO BLACK FUTURES LABS
    1714 FRANKLIN STREET 100-290
    OAKLAND,CA94612     		N/A PC EMERGENCY - GENERAL OPERATING SUPPORT 50,000
    CHINESE PROGRESSIVE ASSOCIATION FBO BLACK FUTURES LABS
    1714 FRANKLIN STREET 100-290
    OAKLAND,CA94612     		N/A PC GENERAL OPERATING SUPPORT 37,250
    COLOR OF CHANGE
    1714 FRANKLIN STREET SUITE 100-136
    OAKLAND,CA94612     		N/A PC EMERGENCY - GENERAL OPERATING SUPPORT 75,000
    COLOR OF CHANGE
    1714 FRANKLIN STREET SUITE 100-136
    OAKLAND,CA94612     		N/A PC GENERAL OPERATING SUPPORT 3,000
    COMMON CAUSE EDUCATION FUND
    805 15TH ST NW STE 800
    WASHINGTON,DC20005     		N/A PC GENERAL OPERATING SUPPORT 10,275
    COMMUNITY OF HOPE
    4 ATLANTIC STREET SW
    WASHINGTON,DC20003     		N/A PC COVID-19 RESPONSE FUNDING 40,000
    CONGREGATION B'NAI TZEDEK
    10621 SOUTH GLEN RD
    POTOMAC,MD20854     		N/A PC GENERAL OPERATING SUPPORT 5,000
    DANCE PLACE
    3225 8TH ST NE
    WASHINGTON,DC20036     		N/A PC GENERAL OPERATING SUPPORT 25,000
    DC GREENS
    2000 P ST NW 240
    WASHINGTON,DC20036     		N/A PC WELL AT OXON RUN 3,000
    EDLAVITCH DC JEWISH COMMUNITY CENTER
    1529 16TH STREET NW
    WASHINGTON,DC20036     		N/A PC WASHINGTON JEWISH MUSIC FESTIVAL ENDOWMENT 200,000
    EDLAVITCH DC JEWISH COMMUNITY CENTER OF WASHINGTON DC
    1529 16TH STREET NW
    WASHINGTON,DC20036     		N/A PC GENERAL OPERATING SUPPORT 2,500
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE NW STE 600
    WASHINGTON,DC20009     		N/A PC GENERAL OPERATING SUPPORT 2,500
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		N/A PC EMERGENCY - GENERAL OPERATING SUPPORT 100,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		N/A PC GENERAL OPERATING SUPPORT 6,000
    FACING HISTORY AND OURSELVES
    16 HURD RD
    BROOKLINE,MA02445     		N/A PC GENERAL OPERATING SUPPORT 5,000
    FLAMBOYAN FOUNDATION
    1730 MASSACHUSETTS AVE NW
    WASHINGTON,DC20009     		N/A PC FAMILY ENGAGEMENT EARLY CHILDHOOD RESOURCE DEVELOPMENT 30,000
    FRIENDS OF NEVE COLLEGE FOR WOMEN
    25 BROADWAY ROOM 403
    NEW YORK,NY10004     		N/A PC GENERAL OPERATING SUPPORT 2,000
    FRIENDS OF THE ISRAELI DEFENSE FORCES
    PO BOX 4224
    NEW YORK,NY10163     		N/A PC GENERAL OPERATING SUPPORT 2,500
    GLOBAL LYME ALLIANCE
    1290 EAST MAIN STREET 3RD FLOOR
    STANFORD,CT06902     		N/A PC GENERAL OPERATING SUPPORT 10,517
    GOUCHER COLLEGE
    1021 DULANEY VALLEY ROAD
    BALTIMORE,MD21204     		N/A PC HOWARD AND GERALDINE POLINGER SCHOLARSHIP IN DANCE 10,000
    GREATER WASHINGTON COMM FOUNDATION
    1325 G ST NW SUITE 480
    WASHINGTON,DC20005     		N/A PC ARTS FORWARD FUND 50,000
    HACHNOSAS KALLAH OF PASSAIC-CLIFTON
    69 THE CIRCLE
    PASSAIC,NJ07055     		N/A PC GENERAL OPERATING SUPPORT 5,000
    HASBARA FELLOWSHIPS
    315 W 36TH ST STE 5061
    NEW YORK,NY10018     		N/A PC GENERAL OPERATING SUPPORT 2,500
    HAROLD GRINSPOON FOUNDATION
    67 HUNT ST STE 100
    AGAWAM,MA01001     		N/A PC PJ LIBRARY ALLIANCE 200,000
    HERITAGE RETREATS
    557 FENLON BLVD
    CLIFTON,NJ07014     		N/A PC GENERAL OPERATING SUPPORT 5,000
    HILLEL INTERNATIONAL
    800 8TH ST NW
    WASHINGTON,DC20001     		N/A PC GENERAL OPERATING SUPPORT 10,000
    HUMANE RESCUE ALLIANCE
    71 OGLETHORPE STREET NW
    WASHINGTON,DC20011     		N/A PC COMBAT CRUELTY 3,500
    ICIVICS
    1035 CAMBRIDGE ST STE 21B
    CAMBRIDGE,MA02141     		N/A PC EDUCATING FOR AMERICAN DEMOCRACY: CONTENT CURATION 120,000
    ISLAND FOOD PANTRY OF MARTHAS VINEYARD
    PO BOX 1874
    VINEYARD HAVEN,MA025680912     		N/A PC EMERGENCY - GENERAL OPERATING SUPPORT 1,000
    ISLAND GROWN INITIATIVE LTD
    80 STONEY HILL RD
    VINEYARD HAVEN,MA02568     		N/A PC EMERGENCY - GENERAL OPERATING SUPPORT 500
    ISLAND HOUSING TRUST
    PO BOX 779
    WEST TISBURY,MA02575     		N/A PC GENERAL OPERATING SUPPORT 5,000
    JCC ASSOCIATION OF NORTH AMERICA
    520 EIGHTH AVE
    NEW YORK,NY10018     		N/A PC GENERAL OPERATING SUPPORT 75,000
    JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE
    1342 CONGRESS STREET
    PORTLAND,ME04102     		N/A PC GENERAL OPERATING SUPPORT 5,000
    JEWISH COMMUNITY FDN OF GREATER PHOENIX
    12701 N SCOTTSDALE RD STE 202
    SCOTTSDALE,AZ85254     		N/A PC JEWISH EDUCATOR SCHOLARSHIP GRANT FUND 12,000
    JEWISH FAMILY SERVICE & CHILDREN'S CENTER OF CLIFTON-PASSAIC
    110 MAIN AVE
    AVE PASSAIC,NJ07055     		N/A PC GENERAL OPERATING SUPPORT 2,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD STE 100
    NORTH BETHESDA,MD20852     		N/A PC GENERAL OPERATING SUPPORT 225,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD STE 100
    NORTH BETHESDA,MD20852     		N/A PC JEWISH COMMUNAL RESPONSE FUND 50,000
    JEWISH FUNDERS NETWORK
    150 WEST 30TH STREET SUITE 900
    NEW YORK,NY10001     		N/A PC CANVAS 150,000
    JEWISH SOCIAL SERVICE AGENCY
    200 WOOD HILL RD
    ROCKVILLE,MD20850     		N/A PC CHILD AND ADOLECENT MENTAL HEALTH 50,000
    JEWS UNITED FOR JUSTICE
    PO BOX 41485
    WASHINGTON,DC20018     		N/A PC COLLABORATIVE FOR JEWISH ORGANIZING 100,000
    JOHN F KENNEDY CENTER FOR PERFORMING ARTS
    2700 F STREET NW
    WASHINGTON,DC20566     		N/A PC TURNAROUND ARTS 50,000
    LEVINE MUSIC INC
    2801 UPTON STREET
    WASHINGTON,DC20008     		N/A PC GENERAL OPERATING SUPPORT 2,500
    LEVINE MUSIC INC
    2801 UPTON STREET
    WASHINGTON,DC20008     		N/A PC SCHOLARSHIPS FOR STUDENTS AT LVEINE MUSIC AT THEARC 20,000
    MAINE PUBLIC HEALTH ASSOCIATION
    122 STATE ST
    AUGUSTA,ME04330     		N/A PC GENERAL OPERATING SUPPORT 3,000
    MAMATOTO VILLAGE INC
    4315 SHERIFF ROAD NE
    WASHINGTON,DC20019     		N/A PC COVID-19 RESPONSE FUNDING 50,000
    MARY'S CENTER
    2333 ONTARIO RD NW
    WASHINGTON,DC20009     		N/A PC PERINATAL MENTAL HEALTH (PMH) PROJECT 35,000
    MOISHE HOUSE
    441 SAXONY RD BARN 2
    ENCINITAS,CA92024     		N/A PC EMERGENCY GENERAL OPERATING SUPPORT 25,000
    MOISHE HOUSE
    441 SAXONY RD BARN 2
    ENCINITAS,CA92024     		N/A PC MOISHE HOUSE WITHOUT WALLS 125,000
    NATIONAL CENTER FOR TRANSGENDER EQUALITY
    1032 15TH ST NW STE 199
    WASHINGTON,DC20005     		N/A PC GENERAL OPERATING SUPPORT 5,000
    NATIONAL IMMIGRATION LAW CENTER
    3450 WILSHIRE BLVD 108-62
    LOS ANGELES,CA90010     		N/A PC GENERAL OPERATING SUPPORT 29,750
    NATURAL RESOURCES DEFENSE COUNCIL
    40 W 20TH ST 11TH FL
    NEW YORK,NY10011     		N/A PC GENERAL OPERATING SUPPORT 5,000
    PARDES JEWISH DAY SCHOOL
    12753 N SCOTTSDALE RD
    SCOTTSDALE,AZ85254     		N/A PC GENERAL OPERATING SUPPORT 12,000
    PASSAIC CLIFTON COMMUNITY KOLLEL
    147 MARIETTA AVE
    PASSAIC,NJ07055     		N/A PC GENERAL OPERATING SUPPORT 3,500
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM ST 10TH FLOOR
    NEW YORK,NY10038     		N/A PC GENERAL OPERATING SUPPORT 29,750
    POSSE FOUNDATION INC
    1319 F STREET NW SUITE 604
    WASHINGTON,DC20004     		N/A PC POSSE D.C. 3,500
    PUENTE HUMAN RIGHTS MOVEMENT
    PO BOX 21837 PHEONIX AZ 85036
    PHEONIX,AZ85036     		N/A PC GENERAL OPERATING SUPPORT 5,000
    REFED
    27-01 QUEENS PLAZA NORTH 13TH FL
    QUEENS,NY11101     		N/A PC GENERAL OPERATING SUPPORT 5,000
    REFUGEPOINT
    689 MASSACHUSETTS AVE 2ND FL
    CAMBRIDGE,MA02139     		N/A PC GENERAL OPERATING SUPPORT 1,000
    SITAR ARTS CENTER
    1700 KALORAMA RD NW STE 101
    WASHINGTON,DC20009     		N/A PC GENERAL OPERATING SUPPORT 70,000
    SIXTH & I HISTORIC SYNAGOGUE
    600 I ST NW
    WASHINGTON,DC20001     		N/A PC JEWISH LIFE PROGRAMMING 70,000
    SIXTH & I HISTORIC SYNAGOGUE
    600 I ST NW
    WASHINGTON,DC20001     		N/A PC EMERGENCY GENERAL OPERATING SUPPORT 25,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC GENERAL OPERATING SUPPORT 38,465
    STANDWITHUS
    PO BOX 341069
    LOS ANGELES,CA900341069     		N/A PC CENTER FOR COMBATTING ANTISEMITISM 3,000
    TEAM RUBICON
    6171 W CENTURY BLVD SUITE 310
    LOS ANGELES,CA90045     		N/A PC GENERAL OPERATING SUPPORT 3,000
    THE ABRAHAM FUND INITIATIVES
    1460 BROADWAY SUITE 9021
    NEW YORK,NY10036     		N/A PC GENERAL OPERATING SUPPORT 1,500
    THE CENTER FOR LAW & SOCIAL POLICY
    1310 L ST NW STE 990
    WASHINGTON,DC20005     		N/A PC ONE-TIME GIFT TO THE CENTER FOR 540
    THE LAB SCHOOL OF WASHINGTON
    4759 RESERVOIR ROAD NW
    WASHINGTON,DC20007     		N/A PC GENERAL OPERATING SUPPORT 5,000
    THE MALALA FUND
    1921 FLORIDA AVE NW STE 53347
    WASHINGTON,DC20009     		N/A PC GENERAL OPERATING SUPPORT 2,000
    THE MOUNT VERNON VIRTUOSI
    1 RUBY FIELD CT
    BALTIMORE,MD21209     		N/A PC GENERAL OPERATING SUPPORT 2,500
    THE WALK FOR HUNGER INC
    145 BORDER STREET
    EAST BOSTON,MA02128     		N/A PC EMERGENCY - GENERAL OPERATING SUPPORT - PROJECT BREAD 500
    THE WALK FOR HUNGER INC
    145 BORDER STREET
    EAST BOSTON,MA02128     		N/A PC PROJECT BREAD - GENERAL OPERATING SUPPORT 5,000
    TOMCHEI SHABBOS OF PASSAIC-CLIFTON
    242 HIGH ST
    PASSAIC,NJ07055     		N/A PC GENERAL OPERATING SUPPORT 3,000
    VALLEY BEIT MIDRASH
    4645 E MARILYN ROAD
    PHOENIX,AZ85032     		N/A PC GENERAL OPERATING SUPPORT 6,000
    VALLEY BEIT MIDRASH
    4645 E MARILYN ROAD
    PHOENIX,AZ85032     		N/A PC A NEW LOCAL & NATIONAL YOUNG PROFESSIONAL JEWEISH SERVICE-LEARNING MODEL 85,000
    VOTE SOLAR
    360 22ND ST STE 730
    OAKLAND,CA94612     		N/A PC GENERAL OPERATING SUPPORT 29,000
    WASHINGTON AREA WOMEN'S FOUNDATION
    1331 H ST NW SUITE 1000
    WASHINGTON,DC20005     		N/A PC EARLY CHILDHOOD EDUCATION FUNDERS COLLABORATIVE 25,000
    AMALGAMATED CHARITABLE FOUNDATION
    340 S LEMON AVE 1940
    WALNUT,CA91789     		N/A PC WAY TO RISE 100,000
    AMALGAMATED CHARITABLE FOUNDATION
    340 S LEMON AVE 1940
    WALNUT,CA91789     		N/A PC WAY TO RISE 540
    WESTERN STATES CENTER INC
    PO BOX 40305
    PORTLAND,OR97240     		N/A PC LEADERSHIP INITIATIVE TO CONFRONT WHITE NATIONALISM IN SCHOOLS 86,000
    YAFFED
    PO BOX 1796
    NEW YORK,NY10956     		N/A PC GENERAL OPERATING SUPPORT 5,000
    YALE UNIVERSITY TEMPLE MEDICAL CENTER
    40 TEMPLE ST
    NEW HAVEN,CT06510     		N/A PC F/B/O MENTAL HEALTH OUTREACH FOR MOTHERS - DC MOMS PARTNERSHIP 100,000
    Total .................................bullet 3a 3,041,926
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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....     14 1,383,283  
    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.....     14 594,369  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 4,032,594  
    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 6,010,246 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,010,246
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    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
    2020
    Name of the organization
    HOWARD AND GERALDINE POLINGER
    FAMILY FOUNDATION
    Employer identification number

    52-6078041
    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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    HOWARD AND GERALDINE POLINGER
    FAMILY FOUNDATION         		Employer identification number
    52-6078041
    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
    THE GERALDINE POLINGER FAMILY TRUST
     
    1301 CONNECTICUT AVENUE NW NO 450
     
    WASHINGTON, DC20036

    		$ 4,790,540


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    THE GERALDINE POLINGER FAMILY TRUST
     
    1301 CONNECTICUT AVENUE NW NO 450
     
    WASHINGTON, DC20036

    		$ 36,765,416


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    THE GERALDINE POLINGER FAMILY TRUST
     
    1301 CONNECTICUT AVENUE NW NO 450
     
    WASHINGTON, DC20036

    		$ 6,367,723


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    THE GERALDINE POLINGER FAMILY TRUST
     
    1301 CONNECTICUT AVENUE NW NO 450
     
    WASHINGTON, DC20036

    		$ 165,169


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    THE GERALDINE POLINGER FAMILY TRUST
     
    1301 CONNECTICUT AVENUE NW NO 450
     
    WASHINGTON, DC20036

    		$ 1,051,591


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    THE GERALDINE POLINGER FAMILY TRUST
     
    1301 CONNECTICUT AVENUE NW NO 450
     
    WASHINGTON, DC20036

    		$ 13,360


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    HOWARD AND GERALDINE POLINGER
    FAMILY FOUNDATION         		Employer identification number
    52-6078041
    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
    7
    THE GERALDINE POLINGER FAMILY TRUST
     
    1301 CONNECTICUT AVENUE NW NO 450
     
    WASHINGTON, DC20036

    		$ 1,860,605


    (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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    HOWARD AND GERALDINE POLINGER
    FAMILY FOUNDATION         		Employer identification number

    52-6078041
    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
    2
    		 DONATION OF INVESTMENT PORTFOLIO $ 36,765,416 2020-07-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 DONATION OF VITTORIA OFFSHORE LTD $ 6,367,723 2021-01-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 DONATION ARCHEAN II OFFSHORE LTD $ 165,169 2021-01-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 DONATION OF VERTIABLE LPC PARTNERS L.P $ 1,051,591 2021-01-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 DONATION OF ARCHEAN II REVENUE SHARES LTD $ 13,360 2021-01-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    7
    		 DONATION OF PROMISSORY NOTES $ 1,860,605 2021-01-01
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    HOWARD AND GERALDINE POLINGER
    FAMILY FOUNDATION         		Employer identification number

    52-6078041
    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, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 26,214 6,553   19,661

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Name of Bond End of Year Book Value End of Year Fair Market Value
    US FIXED INCOME - JP MORGAN-2007 248,782 248,782

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SCHWAB MANAGED EQUITIES 5,205,026 5,205,026

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ELEVAR EQUITY IV, LLP FUND-2007 FMV 940,930 940,930
    RRG SUSTAINABLE WATER IMPACT FUND-2007 FMV 608,738 608,738
    GLOBAL IMPACT FUND SICAV-RAIF-2007 FMV 153,137 153,137
    BAIN CAPITAL DOUBLE IMPACT FUND-2007 FMV 133,439 133,439
    CORE CAPITAL PARTNERS AT COST 190,874 190,874
    STEWART GLOBAL SUSTAINABILITY F FMV 1,500,000 1,500,000
    ARCHEAN FMV 165,169 165,169
    ARCHEAN REVENUE SHARES FMV 13,360 13,360
    VERITABLE LPC PARTNERS LP FMV 6,342,100 6,342,100
    VITTORIA OFFSHORE FMV 6,367,723 6,367,723
    LONGPOND OFFSHORE LTD FMV 360,693 360,693
    VITTORIA OFFSHORE LTD FMV 4,302,105 4,302,105
    ARCHEAN CAPITAL FUND FMV 168,896 168,896
    MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN FMV 60,145 60,145
    MUTUAL FUNDS EQUITIES-PNC HAWTHORN FMV 74,571 74,571
    MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN FMV 81,109 81,109
    MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN- PRINC FMV 15,050,978 15,050,978
    MUTUAL FUNDS EQUITIES-PNC HAWTHORN-PRINC FMV 53,427,819 53,427,819
    MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN-PRINC FMV 1,026,158 1,026,158
    US LARGE CAP EQUITY-9005 FMV 4,720,834 4,720,834
    EAFE EQUITY-9005 FMV 1,846,329 1,846,329
    EUROPEAN LARGE CAP EQUITY-9005 FMV 61,323 61,323
    JAPANESE LARGE CAP EQUITY-9005 FMV 345,494 345,494
    ASIA EX-JAPAN EQUITY-9005 FMV 145,039 145,039
    EMERGING MARKET EQUITY-9005 FMV 158,900 158,900
    MUTUAL FUNDS BONDS-SCHWAB FMV 2,028,758 2,028,758
    EQUITY FUNDS-SCHWAB FMV 3,302,967 3,302,967
    VIDA LONGEVITY FUND FMV 412,775 412,775
    SL INTERNATIONAL OPPORTUNITIES CHINA FMV 609,810 609,810
    SL INTERNATIONAL OPPORTUNITIES FMV 3,009,887 3,009,887
    US LARGE CAP EQUITY - IMPAX FMV 3,201,793 3,201,793
    NOTE RECEIVABLE LLC FMV 10,654,466 10,654,466
    NOTE RECEIVABLE MONTROSE ASSOCIATES FMV 682,657 682,657
    NOTE RECEIVABLE FRIENDSHIP PROPERTIES FMV 1,177,947 1,177,947
    JP MORGAN US LARGE CAP EQUITY-7004 FMV 635,098 635,098

    TY 2020 LegalFeesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 520 0   520


    TY 2020 OtherAssetsSchedule
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 14,036 14,036 14,036


    TY 2020 OtherExpensesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES AND FEES 3,520 0   3,520
    OFFICE EXPENSE 2,738 0   2,738
    INSURANCE 6,148 0   6,148
    DUES AND SUBSCRIPTIONS 4,455 0   4,455
    COMPUTERS AND IT 11,571 0   11,571
    CORE CAPITAL PARTNERS K-1 INTEREST 27,594 27,594   0
    CORE CAPITAL PARTNERS OTHER DEDUCTIONS 28,829 28,829   0
    JP MORGAN PRIVATE INVESTMENT ADJUSTMENT 17,000 17,000   0
    HEDGE FUND NET GAINS 50,502 50,502   0
    COST ADJUSTMENT 101,697 101,697   0


    TY 2020 OtherIncomeSchedule2
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INTEREST INCOME NOTE RECEIVABLE - LLC 549,068 549,068 549,068
    PARTNERSHIP DISTRIBUTION 28,360 28,360 28,360
    INVESTMENT INCOME 16,941 16,941 16,941


    TY 2020 OtherIncreasesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Description Amount
    UNREALIZED GAIN 21,595,863


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 502,294 502,294   0
    CONSULTING 14,518 0   14,518


    TY 2020 TaxesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER
     
    FAMILY FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,052 1,052   0
    EXCISE TAXES 95,657 0   0