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
JUDY AND PETER BLUM KOVLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2101 L STREET NW 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20037
A Employer identification number

36-2476143
B Telephone number (see instructions)

(202) 466-0581
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$127,372,994
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 27,897 27,897  
4 Dividends and interest from securities... 879,584 879,584  
5a Gross rents............ 1,563 1,563  
b Net rental income or (loss) 1,563
6a Net gain or (loss) from sale of assets not on line 10 48,966
b Gross sales price for all assets on line 6a 5,506,030
7 Capital gain net income (from Part IV, line 2)... 48,966
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)....... 23,603 22,231  
12 Total. Add lines 1 through 11........ 981,613 980,241  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,250 30,745   87,505
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 24,600 12,300   12,300
c Other professional fees (attach schedule).... 196,066 196,066   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 217,247 6,281   5,887
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 56,382 0   56,382
21 Travel, conferences, and meetings....... 23 0   23
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 37,429 33,501   3,928
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 649,997 278,893   166,025
25 Contributions, gifts, grants paid....... 4,448,092 4,448,092
26 Total expenses and disbursements. Add lines 24 and 25 5,098,089 278,893   4,614,117
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,116,476
b Net investment income (if negative, enter -0-) 701,348
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............. 17,803 39,926 39,926
2 Savings and temporary cash investments......... 1,538,372 2,019,831 2,019,831
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   212,200    
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)....... 6,868,931 Click to see attachment11,853,726 103,443,627
c Investments—corporate bonds (attach schedule)....... 16,954,410 Click to see attachment12,115,836 12,072,960
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,349,860 Click to see attachment6,418,551 9,467,617
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment329,033 Click to see attachment329,033 Click to see attachment329,033
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,270,609 32,776,903 127,372,994
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........... 35,270,609 32,776,903
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 35,270,609 32,776,903
30 Total liabilities and net assets/fund balances (see instructions). 35,270,609 32,776,903
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
35,270,609
2
Enter amount from Part I, line 27a .....................
2
-4,116,476
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,622,770
4
Add lines 1, 2, and 3 ..........................
4
32,776,903
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
32,776,903
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - ST P    
b PUBLICLY TRADED SECURITIES - LT P    
c FLOW THROUGH GAINS FROM PARTNERSHIPS - ST P    
d FLOW THROUGH GAINS FROM PARTNERSHIPS - LT P    
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 4,799,140   4,798,930 210
b 650,017   642,916 7,101
c     15,218 -15,218
d 56,873     56,873
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       210
b       7,101
c       -15,218
d       56,873
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 48,966
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 9,749
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 9,749
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 131,096
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 77,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 208,096
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 10 198,347
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet198,347 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPETER KOVLER CHAIRMANDIRECTOR Telephone no.bullet (202) 466-0581

    Located atbullet2101 L STREET NW 300WASHINGTONDC ZIP+4bullet20037
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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
    PETER B KOVLER CHAIRMAN/DIRECTOR
    35.00
    118,250 0 0
    2101 L STREET NW NO 400
    WASHINGTON,DC20037
    JUDY L LANSING DIRECTOR
    7.00
    0 0 0
    2101 L STREET NW NO 400
    WASHINGTON,DC20037
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    116,620,141
    b
    Average of monthly cash balances.......................
    1b
    1,510,332
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,546,735
    d
    Total (add lines 1a, b, and c).........................
    1d
    130,677,208
    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
    130,677,208
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,960,158
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    128,717,050
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    6,435,853
    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
    6,435,853
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    9,749
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,749
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,426,104
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    20,200
    5
    Add lines 3 and 4............................
    5
    6,446,304
    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
    6,446,304
    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 6,446,304
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 4,605,417
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,614,117
    a Applied to 2020, but not more than line 2a 4,605,417
    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..... 8,700
    e Remaining amount distributed out of corpus 0
    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 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    6,437,604
    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 ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JUDY AND PETER BLUM KOVLER FOUNDATI
    2101 L STREET NW
    WASHINGTON,DC20037
    (202) 466-0581
    bThe form in which applications should be submitted and information and materials they should include:
    SUBMIT A 1-2 PAGE WRITTEN PROPOSAL AND A COPY OF YOUR DETERMINATION LETTER FOR CONSIDERATION.
    cAny submission deadlines:
    BY NOVEMBER 1ST TO BE CONSIDERED FOR THE CURRENT YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AIDS VACCINE ADVOCACY COALITION
    423 WEST 127TH STREET 4TH FLOOR
    NEW YORK,NY10027
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    AIDS VACCINE ADVOCACY COALITION
    423 WEST 127TH STREET 4TH FLOOR
    NEW YORK,NY10027
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    ALLIANCE FOR JUSTICE
    11 DUPONT CIRCLE NW 2ND FLOOR
    WASHINGTON,DC20036
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    AMERICAN ASSOCIATION OF PHYSICIANS OF INDIAN ORIGIN
    600 ENTERPRISE DR STE 108
    OAK BROOK,IL60523
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    AMERICAN CIVIL LIBERITIES UNION
    4301 CONNECTICUT AVE NW NO 434
    WASHINGTON,DC20008
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    AMERICAN CIVIL LIBERITIES UNION
    4301 CONNECTICUT AVE NW NO 434
    WASHINGTON,DC20008
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500
    AMERICAN FRIENDS OF THE LOUVRE
    305 EAST 47TH STREET 10TH FLOOR
    NEW YORK,NY10017
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    AMERICAN HOSPITAL OF PARIS FOUNDATION
    477 MADISON AVENUE NO 6TH FLOOR
    NEW YORK,NY10022
      SO I TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500
    AMERICAN PEDIATRIC SURGICAL ASSOCIATION FOUNDATION
    1061 EAST MAIN STREET SUITE 300
    EAST DUNDEE,IL60118
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    AMERICANS FOR PEACE NOW
    1320 19TH STREET NW STE 400
    WASHINGTON,DC20036
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    AMERICANS FOR PEACE NOW
    1320 19TH STREET NW STE 400
    WASHINGTON,DC20036
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902
      PC TO SUPPORT COVID WORK IN INDIA 1,000
    ASSOCIATION FOR ACADEMIC SURGERY FOUNDATION
    11300 W OLYMPIC BLVD NO 600
    LOS ANGELES,CA90064
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    ASSOCIATION FOR INDIAS DEVELOPMENT
    5011 TECUMSEH ST
    COLLEGE PARK,MD20740
      PC TO SUPPORT COVID WORK IN INDIA 4,000
    BREAD FOR THE CITY
    1525 7TH ST NW
    WASHINGTON,DC20001
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    BREAST CANCER CENTER GBMC
    6701 N CHARLES ST
    TOWSON,MD21204
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    BREM FOUNDATION TO DEFEAT BREAST CANCER
    8121 GEORGIA AVENUE
    SILVER SPRING,MD20910
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    BREM FOUNDATION TO DEFEAT BREAST CANCER
    8121 GEORGIA AVENUE
    SILVER SPRING,MD20910
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    CAMPAIGN FOR FAIR SENTENCING OF YOUTH
    1319 F STREET NW NO 303
    WASHINGTON,DC20004
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    CAVENDISH IMPACT FOUNDATION
    PO BOX 58
    HINGHAM,MA02043
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    CENTER CITY PUBLIC CHARTER SCHOOLS
    900 2ND ST NE STE 221
    WASHINGTON,DC20002
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    CENTER DISEASE DYNAMICS ECON & POLICY
    962 WAYNE AVE STE 530
    SILVER SPRING,MD20910
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    CHALLENGED ATHLETES
    9591 WAPLES STREET
    SAN DIEGO,CA92121
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    CHARITYVISION INTERNATIONAL
    3210 NORTH CANYON ROAD SUITE 107
    PROVO,UT84604
      PC TO SUPPORT COVID WORK IN INDIA 4,000
    CHICAGO PARKS FOUNDATION
    541 NORTH FAIRBANKS COURT
    CHICAGO,IL60611
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 6,500
    CHILDREN'S DEFENSE FUND
    25 E STREET NW
    WASHINGTON,DC20001
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    CHILDREN'S NATIONAL MEDICAL CENTER
    111 MICHIGAN AVENUE NW
    WASHINGTON,DC20010
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    CITYBRIDGE EDUCATION
    600 NEW HAMPSHIRE AVENUE NW
    WASHINGTON,DC20037
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500
    CIVIC NATION
    1156 15TH STREET NW STE 1000
    WASHINGTON,DC20005
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 40,000
    CIVIC NATION
    1156 15TH STREET NW STE 1000
    WASHINGTON,DC20005
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    CLINTON FOUNDATION
    1200 PRESIDENT CLINTON AVE
    LITTLE ROCK,AR72201
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    DC DIAPER BANK
    1532 A STREET NW
    WASHINGTON,DC20002
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    DC PREP ACADEMY
    2405 MARTIN L KING JR AVE SE
    WASHINGTON,DC20020
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 35,000
    DIASPORA ARTS CONNECTION INC
    463 CAMELBACK ROAD
    PLEASANT HILL,CA94523
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    EDWARD M KENNEDY INSTITUTE
    210 WILLIAM T MORRISSEY BLVD
    BOSTON,MA02125
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    EMMANUEL HOSPTIAL ASSOCIATION - NORTH AMERICAN FELLOWSHIP
    215 N ARLINGTON HEIGHTS RD
    ARLINGTON HEIGHTS,IL60004
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    EMPOWERK12
    800 MAINE AVE SW STE 200
    WASHINGTON,DC20024
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    FACE FOUNDATION
    972 FIFTH AVENUE
    NEW YORK,NY10075
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 60,000
    FIRST TEE OF CHICAGO FOUNDATION
    35 E WACKER DR STE 300
    CHICAGO,IL60601
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    FOLLOWING FRANCES
    999 LELAND DRIVE
    LAFEYETTE,CA94549
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 4,000
    FOUNDATION FOR NATIONAL INSTITUTE OF HEALTH
    11400 ROCKVILLE PIKE NO 600
    NORTH BETHESDA,MD20852
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    FREEDOM HOUSE INC
    1850 M STREET NW 11TH FLOOR
    WASHINGTON,DC20036
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    FRESHFARM MARKETS
    945 G STREET NW NO 211
    WASHINGTON,DC20001
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 6,000
    FRIENDS OF CANCER RESEARCH
    1800 M STREET NW SUITE 1050 S
    WASHINGTON,DC20036
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    GEORGE WASHINGTON UNIVERSITY
    45155 RESEARCH PL 260
    ASHBURN,VA20147
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    GEORGE WASHINGTON UNIVERSITY
    45155 RESEARCH PL 260
    ASHBURN,VA20147
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 12,000
    GEORGETOWN UNIVERSITY HOSPITAL FOUNDATION
    3800 RESERVOIR RD NW
    WASHINGTON,DC20007
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    GIRL SCOUTS OF CENTRAL MARYLAND
    4806 SETON DRIVE
    BALTIMORE,MD21215
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    GREATER WASHINGTON COMMUNITY FOUNDATION
    1325 G STREET NW SUITE 480
    WASHINGTON,DC20005
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 9,860
    GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION
    3939 CAMPBELL AVENUE
    ARLINGTON,VA22206
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 497,520
    HAMILTON PARTNERSHIP FOR PATERSON INC
    32 SPROUCE STREET - 3RD FLOOR
    PATERSON,NJ07501
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    HEARTLAND ALLIANCE
    208 SOUTH LASALLE
    CHICAGO,IL60604
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    HEPHZIBAH CHILDRENS ASSOCIATION
    1144 LAKE ST 5
    OAK PARK,IL60301
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    HILLWOOD ESTATE MUSEUM & GARDENS
    4155 LINNEAN AVENUE NW
    WASHINGTON,DC20008
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    HOPE FOR CHILDREN INC
    801 W 4TH ST
    PUEBLO,CO81003
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 30,000
    INSTITUTE FOR POLICY STUDIES
    1301 CONNECTICUT AVENUE NW SUITE
    600
    WASHINGTON,DC20036
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BOULEVARD SUITE 100
    NORTH BETHESDA,MD20852
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    JEWISH FOUNDATION FOR GROUP HOMES
    1500 EAST JEFFERSON STREET
    ROCKVILLE,MD20852
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    JOEY'S FOUNDATION
    5117 52ND STREET NW
    WASHINGTON,DC20016
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 8,000
    JOHNS HOPKINS SCHOOL OF MEDICINE
    3910 KESWICK ROAD NO N4327B
    BALTIMORE,MD21211
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 40,000
    JOHNS HOPKINS UNIVERSITY
    3910 KESWICK ROAD NO N4327B
    BALTIMORE,MD21211
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 90,000
    KING BAUDOUIN FOUNDATION
    10 ROCKEFELLER PL 16TH FL
    NEW YORK,NY10020
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000
    KNOCK OUT ABUSE
    1303 BALLANTRAE FARM DR
    MCLEAN,VA22101
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    KOOLEN DE VRIES SYNDROME FOUNDATION
    PO BOX 470218
    FORT WORTH,TX76147
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    LAC USC MEDICAL CENTER FOUNDATION INC
    1200 N STATE ST
    LOS ANGELES,CA90033
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 12,000
    LANDON SCHOOL
    6101 WILSON LANE
    BETHESDA,MD20817
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    LEIBER INSTITUTE
    855 NORTH WOLFE STREET
    BALTIMORE,MD21205
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    LOOKINGGLASS THEATRE COMPANY
    3320 W FOSTER AVE
    CHICAGO,IL60625
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    LUCKY DOG ANIMAL RESCUE
    5159 LEE HIGHWAY
    ARLINGTON,VA22207
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    MANY HANDS INC
    712 E 5TH ST APT 1
    PASADENA,MA02127
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500
    MARTHA'S TABLE INC
    2114 14TH STREET NW
    WASHINGTON,DC20009
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    MARY'S CENTER FOR MATERNAL AND CHILD CARE
    233 ONTARIO ROAD NW
    WASHINGTON,DC20009
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    MATTHEW HARRIS ORNSTEIN MEMORIAL FOUNDATION
    2212 WYOMING AVE NW
    WASHINGTON,DC20008
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    MEDGLOBAL CHICAGO
    10604 SOUTHWEST HWY STE 107
    CHICAGO RIDGE,IL60415
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 40,000
    MISSD - SUICIDE PREVENTION
    C/O W DOLIN-180 E PEARSON NO 5301
    CHICAGO,IL60611
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500
    NARAL FOUNDATION
    1156 15TH STREET NW 700
    WASHINGTON,DC20005
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    NATIONAL BREAST CANCER COALITION FUND
    1010 VERMONT AVENUE NW SUITE 900
    WASHINGTON,DC20005
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    NATIONAL CENTER FOR HEALTH RESEARCH
    1001 CONNECTICUT AVENUE NW STE 1100
    WASHINGTON,DC20036
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    NATIONAL CENTER FOR JEWISH FILM
    BRANDEIS UNIV LOWN 102 MS053
    WALTHAM,MA024549110
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    NATIONAL CENTER FOR YOUTH LAW
    1212 BROADWAY NO 600
    OAKLAND,CA94612
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    NATIONAL COUNCIL FOR INDEPENDENT LIVING
    2013 H ST N W 6TH FLOOR
    WASHINGTON,DC20006
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    NATIONAL DEMOCRATIC INSTITUTE
    455 MASSACHUSETTS AVE NW 8TH FLOOR
    WASHINGTON,DC20001
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    NATIONAL DEMOCRATIC INSTITUTE
    455 MASSACHUSETTS AVE NW 8TH FLOOR
    WASHINGTON,DC20001
      PC AFGHANISTAN EMERGENCY SUPPORT 20,000
    NATIONAL GALLERY OF ART
    6TH AND CONSTITUTION AVENUE NW
    WASHINGTON,DC20565
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    NATIONAL GALLERY OF ART
    6TH AND CONSTITUTION AVENUE NW
    WASHINGTON,DC20565
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    NATIONAL INSTITUTE OF HEALTH
    10 CENTER DR
    BETHESDA,MD20814
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    NEC SOCIETY DAVIS
    PO BOX 72271
    DAVIS,CA95617
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    NO STOMACH FOR CANCER INC
    PO BOX 46070
    MADISON,WI53744
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    OVARIAN CANCER RESEARCH FOUNDATION
    FOURTEEN PENNSYLVANIA PLAZA NO 2110
    NEW YORK,NY10122
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    PANCREATIC CANCER ACTION NETWORK
    1500 ROSECRANS AVENUE SUITE 200
    MANHATTAN BEACH,CA90266
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    PATH
    2201 WESTLAKE AVENUE SUITE 200
    SEATTLE,WA98121
      PC TO SUPPORT COVID WORK IN INDIA 1,000
    PCD FOUNDATION
    10137 PORTLAND AVE S
    MINNEAPOLIS,MN55420
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    PHILLIPS COLLECTION
    1600 21ST STREET NW
    WASHINGTON,DC20009
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    SASHA BRUCE YOUTHWORK INC
    741 8TH STREET SE
    WASHINGTON,DC20003
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    SIBLEY MEMORIAL HOSPITAL FOUNDATION
    5255 LOUGHBORO ROAD NW
    WASHINGTON,DC20016
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 300,000
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVENUE NW
    WASHINGTON,DC20016
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 500
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVENUE NW
    WASHINGTON,DC20016
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    SMITHSONIAN INSTITUTION
    1400 CONSTITUTION AVE NW
    WASHINGTON,DC20560
      GOV TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    SMITHSONIAN INSTITUTION
    1000 JEFFERSON DRIVE SW
    WASHINGTON,DC20560
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
    23532 CALABASAS ROAD NO A
    CALABASAS,CA91302
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
    23532 CALABASAS ROAD NO A
    CALABASAS,CA91302
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    SOUTH AFRICAN AMERICAN ORG
    345 EAST 93RD STREET
    NEW YORK,NY10128
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    ST JOSEPH FOUNDATION
    85882 WATER WORKS ROAD
    HOPEDALE,OH43976
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    STUDIO THEATER
    1501 14TH ST NW NO 3
    WASHINGTON,DC20005
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    SYRIAN COMMUNITY NETWORK
    5439 N BROADWAY UNIT 1
    CHICAGO,IL60640
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    TEMPLE SINAI
    509 BROADWAY
    SARATOGA SPRINGS,NY12866
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    TEN THOUSAND VILLAGES
    704 MAIN STREET PO BOX 307
    AKRON,PA17501
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 70,000
    THE BARACK OBAMA FOUNDATION
    5235 S HARPER CT STE 1140
    CHICAGO,IL60615
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 404,712
    THE BARACK OBAMA FOUNDATION
    5235 S HARPER CT STE 1140
    CHICAGO,IL60615
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000,000
    THE DEFIANT REQUIEM FOUNDATION
    5506 CONNECTICUT AVE NW STE 24
    WASHINGTON,DC20015
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 8,000
    THE ROOSEVELT INSTITUTE
    570 LEXINGTON AVENUE
    NEW YORK,NY10022
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    TONY LARUSSAS ANIMAL RESCUE FOUNDATION - WALNUT CREEK
    2890 MITCHELL DRIVE
    WALNUT CREEK,CA94598
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000
    TORTURE ABOLITION & SURVIVORS SUPPORT
    4121 HAREWOOD ROAD NE
    WASHINGTON,DC20017
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    TREGARON CONSERVANCY
    2954 MACOMB STREET
    WASHINGTON,DC20008
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    TRUSTEES OF HARVARD UNIVERSITY
    1033 MASSACHUSETTS AVE STE 3
    CAMBRIDGE,MA02138
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    TRUSTEES OF PRINCETON
    701 CARNEGIE CTR
    PRINCETON,NJ08540
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    TRUSTEES OF PRINCETON
    701 CARNEGIE CTR
    PRINCETON,NJ08540
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    UNIVERSITY OF CALIFORNIA FOUNDATION SAN FRANCISCO
    UCSF BOX 0815 SUITE 425
    SAN FRANCISCO,CA94143
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    UNIVERSITY OF CHICAGO
    6054 S DREXEL AVE SUITE 300
    CHICAGO,IL60637
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    URBAN TEACHER CENTER INC
    1800 WASHINGTON BLVD SUITE 411
    BALTIMORE,MD21230
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    US AGAINST ALZHEIMERS
    1101 K ST NW STE 400
    WASHINGTON,DC20005
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    VAN NESS ELEMENTARY SCHOOL PTO
    1150 5TH STREET SE
    WASHINGTON,DC20003
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    VANDERBILT UNIVERSITY
    2301 VANDERBILT PL PMB 406310
    NASHVILLE,TN37240
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 500
    VERA INSTITUTE FOR JUSTICE INC
    34 35TH STREET NO 4-2A
    BROOKLYN,NY11232
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 8,000
    WASHINGTON DRAMA SOCIETY INC
    1101 SIXTH STREET SE
    WASHINGTON,DC20024
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    WASHINGTON NATIONALS DREAM FOUNDATION
    1500 S CAPITOL ST SE
    WASHINGTON,DC20003
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    WE CARE INCORPORATED
    1301 M 43 STE 2B
    SOUTH HAVEN,MI49090
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000
    WENDT CENTER FOR LOSS & HEARING
    4201 CONNECTICUT AVENUE NW NO 300
    WASHINGTON,DC20008
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    WETA
    3939 CAMPBELL AVENUE
    ARLINGTON,VA22206
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    WETA
    3939 CAMPBELL AVENUE
    ARLINGTON,VA22206
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 250,000
    WOODLAND NORMANSTONE NEIGHBORHOOD ASSOCIATION
    2606 NORMANSTONE LN NW
    WASHINGTON,DC20008
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000
    WOODLEY HOUSING CORPORATION - CHRONIC MENTAL ILLNESS
    6856 EASTERN AVENUE NW NO 300
    WASHINGTON,DC20012
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    WYCOFF HOUSE MUSEUM
    5816 CLARENDON ROAD
    BROOKLYN,NY11203
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    YALE UNIVERSITY
    PO BOX 208241
    NEW HAVEN,CT06520
      PC TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    Total .................................bullet 3a 4,448,092
    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 27,897  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 1,563  
    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 48,966  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aBOOK TO TAX DIFFERENCE - UBI
    523000 -1,372      
    bPARTNERSHIP UBI REPORTED ON K-1'S 523000 1,372      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 981,613 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    981,613
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    JUDY AND PETER BLUM KOVLER FOUNDATION
    EIN:
    36-2476143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 24,600 12,300   12,300

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    JUDY AND PETER BLUM KOVLER FOUNDATION
    EIN:
    36-2476143
    Name of Bond End of Year Book Value End of Year Fair Market Value
    UBS US TREASURY BONDS 499,288 498,885
    US TREASURY BONDS 11,097,311 11,097,538
    US FIXED INCOME 449,850 406,297
    THE REAVES UTILITY INCOME TRUST 69,387 70,240

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JUDY AND PETER BLUM KOVLER FOUNDATION
    EIN:
    36-2476143
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC/CA-CL C 78,579 723,398
    ALPHABET INC/CA-CL A 78,989 724,260
    APPLE INC 2,170,133 6,552,333
    BERKSHIRE HATHAWAY INC-CL A 932,920 36,503,622
    BERKSHIRE HATHAWAY INC-CL B 86,951 112,125
    BLACKSTONE INC 625,305 6,469,500
    BOEING CO 55,693 28,185
    CHEVRON CORP 890,287 985,740
    COCA-COLA CO 8,661 1,783,701
    CSX CORP 143,490 338,400
    DANAHER CORP 3,889,160 8,225,250
    DELTA AIR LINES INC 27,391 39,080
    DEXCOM INC 160,102 1,342,375
    DOLLAR GENERAL CORP 131,060 471,660
    DOMINION ENERGY INC .COM 259,731 274,960
    EXXON MOBIL CORP 36,929 26,924
    FORTUNE BRANDS HOME & SECURI 99,948 427,600
    GENERAL DYNAMICS CORP 943,591 1,313,361
    INTL BUSINESS MACHINES CORP 144,015 148,229
    JPMORGAN CHASE & CO 188,788 237,525
    KYNDRYL HOLDINGS INC 6,314 4,000
    LOEWS CORP 926 95,304
    MCDONALD'S CORP 107,242 13,229,791
    NIKE INC -CL B 58,762 3,666,740
    ROSS STORES INC 224,947 15,770,754
    UBER TECHNOLOGIES INC> 212,200 267,052
    VISA INC-CLASS A SHARES 80,755 1,300,260
    WALGREENS BOOTS ALLIANCE INC 723 182,560
    WAL-MART STORES INC 26,156 723,450
    WALT DISNEY CO 59,517 1,383,168
    ROYAL DUTCH SHELL-SPON ADR-A 72,284 52,080
    CARNIVAL CORP 52,177 40,240

    TY 2021 InvestmentsOtherSchedule2
    Name:
    JUDY AND PETER BLUM KOVLER FOUNDATION
    EIN:
    36-2476143
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERMAN PROPERTIES AT COST 4,564 4,564
    AVENUE EUROPE CAPITAL SOLUTIONS AT COST 28,934 18,715
    EMERGING EUROPE GR. FND II AT COST 3,258 3,258
    EMERSON POINT CAPITAL OVERSEAS AT COST 1,018,802 1,530,005
    GLENVIEW OFFSHORE OPPORTUNITY AT COST 750,000 762,166
    L&B ONSHORE FUND LP AT COST 439,575 439,575
    LONG POND OFFSHORE LTD. AT COST 973,872 997,053
    LUX VENTURES CAYMAN III, LP AT COST 211,537 211,537
    SHELLBACK OFFSHORE FUND LTD. AT COST 1,476,448 2,755,347
    SKELLIG OFFSHORE LTD. AT COST 11,561 11,561
    THIRTEEN PARTNERS OFFSHORE, LTD. AT COST 500,000 1,145,286
    TRIAN PARTNERS, LTD. AT COST 1,000,000 1,588,550

    TY 2021 OtherAssetsSchedule
    Name:
    JUDY AND PETER BLUM KOVLER FOUNDATION
    EIN:
    36-2476143
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENTS IN ARTWORK 329,033 329,033 329,033


    TY 2021 OtherExpensesSchedule
    Name:
    JUDY AND PETER BLUM KOVLER FOUNDATION
    EIN:
    36-2476143
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEDUCTIONS FROM PASSTHROUGH INVESTMENTS 23,154 23,154   0
    DUES & SUBSCRIPTIONS 564 0   564
    INSURANCE 2,556 0   2,556
    INTEREST EXPENSE - FROM PASSTHROUGHS 10,347 10,347   0
    INTEREST EXPENSE - OTHER 196 0   196
    LICENSES AND FEES 190 0   190
    MEALS & ENTERTAINMENT 85 0   85
    OFFICE EXPENSE/SUPPLIES 337 0   337


    TY 2021 OtherIncomeSchedule2
    Name:
    JUDY AND PETER BLUM KOVLER FOUNDATION
    EIN:
    36-2476143
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 3,403 3,403 3,403
    OTHER INCOME 20,200 20,200 20,200
    PARTNERSHIP UBI REPORTED ON K-1'S   -1,372  
    BOOK TO TAX DIFFERENCE - UBI -1,372   -1,372
    PARTNERSHIP UBI REPORTED ON K-1'S 1,372 0 1,372


    TY 2021 OtherIncreasesSchedule
    Name:
    JUDY AND PETER BLUM KOVLER FOUNDATION
    EIN:
    36-2476143
    Description Amount
    ADJUSTMENT FOR DIFFERENCE IN CONTRIBUTED STOCK & BOOK TO TAX DIFFERENCE 1,622,770


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    JUDY AND PETER BLUM KOVLER FOUNDATION
    EIN:
    36-2476143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 196,066 196,066   0


    TY 2021 TaxesSchedule
    Name:
    JUDY AND PETER BLUM KOVLER FOUNDATION
    EIN:
    36-2476143
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 11,774 5,887   5,887
    FOREIGN TAXES 295 295   0
    FOREIGN TAXES - FROM PASSTHROUGHS 99 99   0
    FEDERAL EXCISE TAX 204,107 0   0
    990-PF EXCISE TAX PENALTY 972 0   0