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
BERNARD F & ALVA B GIMBEL FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)271 MADISON AVE SUITE 605
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10016
A Employer identification number

13-6090843
B Telephone number (see instructions)

(212) 684-9110
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$53,987,296J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 462,715 462,715  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,015,573
b Gross sales price for all assets on line 6a 11,169,437
7 Capital gain net income (from Part IV, line 2)... 8,015,573
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 14,960 0 0
12 Total. Add lines 1 through 11........ 8,493,248 8,478,288 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 162,200 0 0 162,200
14 Other employee salaries and wages...... 184,752 0 0 184,752
15 Pension plans, employee benefits....... 48,561 0 0 48,561
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 26,977 13,489 0 13,488
c Other professional fees (attach schedule).... Click to see attachment 382,933 382,060 0 873
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 138,316 13,316 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,683 0 0
20 Occupancy.............. 73,612 0 0 73,612
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 143,423 108,217 0 35,206
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,162,457 517,082 0 518,692
25 Contributions, gifts, grants paid....... 4,920,250 4,920,250
26 Total expenses and disbursements. Add lines 24 and 25 6,082,707 517,082 0 5,438,942
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,410,541
b Net investment income (if negative, enter -0-) 7,961,206
c Adjusted net income (if negative, enter -0-)... 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............. 73,895 68,611 68,611
2 Savings and temporary cash investments......... 11,196,501 11,886,916 11,886,916
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   2,917    
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)....... 16,716,128 Click to see attachment14,698,176 29,199,764
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,140,120 Click to see attachment12,886,977 12,807,069
14 Land, buildings, and equipment: basis bullet87,861
Less: accumulated depreciation (attach schedule) bullet74,854 13,310 Click to see attachment13,007 13,007
15 Other assets (describe bullet) Click to see attachment11,929 Click to see attachment11,929 Click to see attachment11,929
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,154,800 39,565,616 53,987,296
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,872 Click to see attachment2,147
23 Total liabilities (add lines 17 through 22)......... 1,872 2,147
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........ 6,657,124 6,657,124
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 30,495,804 32,906,345
29 Total net assets or fund balances (see instructions)..... 37,152,928 39,563,469
30 Total liabilities and net assets/fund balances (see instructions). 37,154,800 39,565,616
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
37,152,928
2
Enter amount from Part I, line 27a .....................
2
2,410,541
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
39,563,469
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
39,563,469
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 SALE OF MARKETABLE SECURITIES - PERSHING   2020-01-01 2021-12-31
b SALE OF MARKETABLE SECURITIES - GIVERNY   2020-01-01 2021-12-31
c SHORT TERM GAIN OR LOSS FROM PASS-THROUGH ENTITIES P 2021-01-01 2021-12-31
d LONG TERM GAIN OR LOSS FROM PASS-THROUGH ENTITIES P 2020-01-01 2021-12-31
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 7,328,199   4,446,245 2,881,954
b 3,841,238   2,516,796 1,324,442
c       87,431
d       3,721,746
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       2,881,954
b       1,324,442
c       87,431
d       3,721,746
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 8,015,573
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 87,431
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........................... 3 110,661
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- ..... 5 110,661
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 147,086
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 182,086
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 71,425
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet71,425 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.GIMBELFOUNDATION.ORG
    14
    The books are in care ofbulletGIMBEL FOUNDATION Telephone no.bullet (212) 684-9110

    Located atbullet271 MADISON AVE SUITE 605NEW YORKNY ZIP+4bullet10016
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    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
    STEPHEN D GREENBERG TREASURER
    1.00     		0 0 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    LYNN S STERN VICE PRESIDENT
    1.00     		0 0 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    LESLIE GIMBEL PRESIDENT & CEO
    40.00     		162,200 787 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    NICHOLAS SG STERN DIRECTOR
    1.00     		0 0 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    THOMAS ST GIMBEL DIRECTOR
    1.00     		0 0 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    ALVA G GREENBERG DIRECTOR
    1.00     		0 0 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    JENNIFER BLOOM GREENBERG DIRECTOR
    1.00     		0 0 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    ROBERT B GIMBEL DIRECTOR
    1.00     		0 0 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    HOPE KITTREDGE GIMBEL DIRECTOR
    1.00     		0 0 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    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
    DOROTHY A KADAR PROGRAM OFFICER
    40.00     		97,278 7,182 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    NATALIE F MAYRO OFFICE & GRANTS ADM
    40.00     		77,599 12,632 0
    C/O GIMBEL FOUNDATION 271 MADISON
    AVE SUITE 605
    NEW YORK,NY10016
    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
    GIVERNY CAPITAL ADVISORS LLC INVESTMENT ADVISOR 201,916
    627 ROUTE 518
    SKILLMAN,NJ08558
    BRAVE WARRIOR ADVISORS LLC INVESTMENT ADVISOR 180,144
    12 EAST 49TH STREET
    NEW YORK,NY10017
    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
    27,781,803
    b
    Average of monthly cash balances.......................
    1b
    11,965,212
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,744,743
    d
    Total (add lines 1a, b, and c).........................
    1d
    52,491,758
    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
    52,491,758
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    787,376
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    51,704,382
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,585,219
    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
    2,585,219
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    110,661
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    110,661
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,474,558
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,474,558
    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
    2,474,558
    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 2,474,558
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,684,080
    b From 2017...... 1,488,405
    c From 2018...... 1,719,243
    d From 2019...... 2,373,577
    e From 2020...... 2,384,969
    f Total of lines 3a through e ........ 9,650,274
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,438,942
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 2,474,558
    e Remaining amount distributed out of corpus 2,964,384
    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 12,614,658
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,684,080
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		10,930,578
    10 Analysis of line 9:
    a Excess from 2017.... 1,488,405
    b Excess from 2018.... 1,719,243
    c Excess from 2019.... 2,373,577
    d Excess from 2020.... 2,384,969
    e Excess from 2021.... 2,964,384
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    350ORG
    PO BOX 843004
    BOSTON,MA02284     		NONE PC GENERAL SUPPORT 125,000
    ALIGN THE ALLIANCE FOR A GREATER NY
    50 BROADWAY 29TH FLOOR
    NEW YORK,NY10004     		NONE PC GENERAL SUPPORT 75,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROADWAY 18TH FLOOR
    NEW YORK,NY10004     		NONE PC GENERAL SUPPORT 1,500
    BENT ON LEARNING
    26 BROADWAY 8TH FLOOR
    NEW YORK,NY10004     		NONE PC GENERAL SUPPORT 20,000
    BLUEGREEN ALLIANCE FOUNDATION
    2701 UNIVERSITY AVENUE SE SUITE 209
    MINNEAPOLIS,MN55414     		NONE PC GENERAL SUPPORT 50,000
    BOSTON CHILDREN'S HOSPITAL
    300 LONGWOOD AVENUE
    BOSTON,MA02115     		NONE PC DUCHENNE MUSCULAR DYSTROPHY RESEARCH 60,000
    BOSTON CHILDREN'S HOSPITAL
    300 LONGWOOD AVENUE
    BOSTON,MA02115     		NONE PC DUCHENNE MUSCULAR DYSTROPHY RESEARCH 5,000
    BRANDEIS UNIVERSITY
    415 SOUTH STREET MS 126
    WALTHAM,MA02453     		NONE PC GENERAL SUPPORT 2,000
    BRANDWORKERS
    43-32 22ND STREET SUITE 202
    LONG ISLAND CITY,NY11101     		NONE PC GENERAL SUPPORT 35,000
    BRENNAN CENTER FOR JUSTICE
    120 BROADWAY SUITE 1750
    NEW YORK,NY10271     		NONE PC GENERAL SUPPORT 5,000
    BROOKLYN LEGAL SERVICES INC
    105 COURT STREET 4TH FLOOR
    BROOKLYN,NY11201     		NONE PC WORKERS' RIGHTS AND EMPLOYMENT PROJECTS 60,000
    BROOKLYN WORKFORCE INNOVATIONS
    621 DEGRAW STREET
    BROOKLYN,NY11217     		NONE PC GENERAL SUPPORT 75,000
    BRYN MAWR COLLEGE
    101 NORTH MARION AVENUE
    BRYN MAWR,PA19010     		NONE PC GENERAL SUPPORT 3,334
    CASES
    151 LAWRENCE STREET 3RD FLOOR
    BROOKLYN,NY11201     		NONE PC GENERAL SUPPORT 75,000
    CENTER FOR EMPLOYMENT OPPORTUNITIES INC
    50 BROADWAY SUITE 1604
    NEW YORK,NY10004     		NONE PC NEW YORK PROGRAM 50,000
    CENTER FOR FAMILY REPRESENTATION
    40 WORTH STREET SUITE 605
    NEW YORK,NY10013     		NONE PC GENERAL SUPPORT 50,000
    CENTER FOR REPRODUCTIVE RIGHTS INC
    199 WATER STREET 22ND FLOOR
    NEW YORK,NY10038     		NONE PC U.S. PROGRAM 100,000
    CERES INC
    99 CHAUNCY STREET 6TH FLOOR
    BOSTON,MA02111     		NONE PC GENERAL SUPPORT 150,000
    CHILDREN'S TUMOR FOUNDATION
    697 THIRD AVENUE SUITE 418
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 50,000
    CHILDREN'S TUMOR FOUNDATION
    697 THIRD AVENUE SUITE 418
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 20,000
    CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK
    14 WALL STREET SUITE 4E
    NEW YORK,NY10005     		NONE PC JUVENILE JUSTICE INITIATIVES 50,000
    CITY FUTURES INC (CENTER FOR AN URBAN FUTURE)
    120 WALL STREET 20TH FLOOR
    NEW YORK,NY10005     		NONE PC GENERAL SUPPORT 90,000
    COLD SPRING HARBOR LABORATORY
    1 BUNGTOWN ROAD
    COLD SPRING HARBOR,NY11724     		NONE PC DUCHENNE MUSCULAR DYSTROPHY RESEARCH 5,000
    COMMON CAUSE EDUCATION FUND
    805 15TH STREET NW SUITE 800
    WASHINGTON,DC20005     		NONE PC GENERAL SUPPORT 150,000
    COMMON CAUSE EDUCATION FUND
    805 15TH STREET NW SUITE 800
    WASHINGTON,DC20005     		NONE PC COMMON CAUSE NY 5,000
    DISCALCED INC
    3 LAFAYETTE AVENUE
    BROOKLYN,NY11217     		NONE PC DANCE FOR PD 5,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111     		NONE PC CLIMATE AND ENERGY PROGRAM 225,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		NONE PC GENERAL SUPPORT 10,000
    FAMM FOUNDATION
    1100 H STREET NW SUITE 1000
    WASHINGTON,DC20005     		NONE PC GENERAL SUPPORT 60,000
    FRIENDS OF THE HIGH LINE
    820 WASHINGTON STREET 4TH FLOOR
    NEW YORK,NY10014     		NONE PC GENERAL SUPPORT 2,500
    GUTTMACHER INSTITUTE INC
    125 MAIDEN LANE 7TH FLOOR
    NEW YORK,NY10038     		NONE PC U.S. PROGRAM 100,000
    HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC
    PO BOX 862
    OSSINING,NY10562     		NONE PC GENERAL SUPPORT 75,000
    INSTITUTE FOR SUSTAINABLE COMMUNITIES
    535 STONE CUTTERS WAY
    MONTPELIER,VT05602     		NONE PC GENERAL SUPPORT 5,000
    JACKIE ROBINSON FOUNDATION INC
    75 VARICK STREET 2ND FLOOR
    NEW YORK,NY10013     		NONE PC GENERAL SUPPORT 20,000
    JOBS TO MOVE AMERICA
    525 SOUTH HEWITT STREET
    LOS ANGELES,CA90013     		NONE PC NEW YORK PROGRAM 75,000
    LAWYERS FOR CHILDREN INC
    110 LAFAYETTE STREET 8TH FLOOR
    NEW YORK,NY10013     		NONE PC GENERAL SUPPORT 100,000
    LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
    740 15TH STREET NW SUITE 700
    WASHINGTON,DC20005     		NONE PC GENERAL SUPPORT 150,000
    LEGAL ACTION CENTER
    225 VARICK STREET 4TH FLOOR
    NEW YORK,NY10014     		NONE PC NEW YORK POLICY ADVOCACY 60,000
    LEGAL AID SOCIETY
    199 WATER STREET 3RD FLOOR
    NEW YORK,NY10038     		NONE PC IMMIGRANT YOUTH REPRESENTATION PROJECT 100,000
    LEGAL SERVICES NEW YORK CITY
    40 WORTH STREET SUITE 606
    NEW YORK,NY10013     		NONE PC CIVIL RIGHTS JUSTICE INITIATIVE 75,000
    LIGHTHOUSE GUILD
    250 WEST 64TH STREET
    NEW YORK,NY10023     		NONE PC GENERAL SUPPORT 7,000
    LITTLE RED SCHOOL HOUSE INC
    272 SIXTH AVENUE
    NEW YORK,NY10014     		NONE PC GENERAL SUPPORT 1,000
    LONG ISLAND UNIVERSITY
    700 NORTHERN BOULEVARD
    BROOKVILLE,NY11548     		NONE PC CARA GARGANO SCHOLARSHIP 5,000
    MUSCULAR DYSTROPHY ASSOCIATION
    161 N CLARK STREET SUITE 3550
    CHICAGO,IL60601     		NONE PC DUCHENNE MUSCULAR DYSTROPHY RESEARCH 2,500
    MAKE THE ROAD NEW YORK
    301 GROVE STREET
    BROOKLYN,NY11237     		NONE PC CIVIC ENGAGEMENT PROGRAM 50,000
    NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH
    14 WALL STREET SUITE 3B
    NEW YORK,NY10005     		NONE PC GENERAL SUPPORT 50,000
    NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE JUSTICE
    50 BROAD STREET SUITE 1937
    NEW YORK,NY10004     		NONE PC GENERAL SUPPORT 85,000
    NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION
    700 CHILDRENS DRIVE
    COLUMBUS,OH43205     		NONE PC DUCHENNE MUSCULAR DYSTROPHY RESEARCH 2,500
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE PC GENERAL SUPPORT 1,666
    NEIGHBORHOOD TRUST FINANCIAL PARTNERS
    530 WEST 166TH STREET 4TH FLOOR
    NEW YORK,NY10032     		NONE PC GENERAL SUPPORT 50,000
    NEW ECONOMY PROJECT
    121 WEST 27TH STREET SUITE 804
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 50,000
    NEW INCENTIVES
    340 S LEMON AVENUE UNIT 6133
    WALNUT,CA91789     		NONE PC GENERAL SUPPORT 20,000
    NONPROFIT NEW YORK INC
    320 EAST 43RD STREET 3RD FLOOR
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 23,000
    OCEANA INC
    1025 CONNECTICUT AVE NW SUITE 200
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 60,000
    OPPORTUNITIES FOR A BETTER TOMORROW INC
    882 THIRD AVENUE SUITE 10-10NE
    BROOKLYN,NY11232     		NONE PC GENERAL SUPPORT 50,000
    PACIFIC ENVIRONMENT
    473 PINE STREET THIRD FLOOR
    SAN FRANCISCO,CA94104     		NONE PC GENERAL SUPPORT 125,000
    PARAPROFESSIONAL HEALTHCARE INSTITUTE INC (PHI)
    400 EAST FORDHAM ROAD 11TH FLOOR
    BRONX,NY10458     		NONE PC NEW YORK STATE POLICY INITIATIVE 50,000
    PER SCHOLAS INC
    804 EAST 138TH STREET 2ND FLOOR
    BRONX,NY10454     		NONE PC NEW YORK PROGRAM 70,000
    PHILANTHROPY NEW YORK
    320 EAST 43RD STREET
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 7,250
    PHYSICIANS FOR REPRODUCTIVE HEALTH INC
    1430 BROADWAY SUITE 1614
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 60,000
    PLANNED PARENTHOOD OF GREATER NEW YORK
    26 BLEECKER STREET
    NEW YORK,NY10012     		NONE PC GENERAL SUPPORT 75,000
    PRATT CENTER FOR COMMUNITY DEVELOPMENT
    200 WILLOUGHBY AVENUE
    BROOKLYN,NY11205     		NONE PC GENERAL SUPPORT 50,000
    PRESIDENT AND FELLOWS OF MIDDLEBURY COLLEGE
    152 MAPLE STREET
    MIDDLEBURY,VT05753     		NONE PC GENERAL SUPPORT 3,334
    PROTEUS FUND
    15 RESEARCH DRIVE SUITE B
    AMHERST,MA01002     		NONE PC PIPER FUND 200,000
    RAINFOREST ACTION NETWORK
    425 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94108     		NONE PC GENERAL SUPPORT 150,000
    REPRODUCTIVE HEALTH ACCESS PROJECT INC
    PO BOX 21191
    NEW YORK,NY10025     		NONE PC GENERAL SUPPORT 60,000
    RUTGERS UNIVERSITY FOUNDATION
    335 GEORGE STREET
    NEW BRUNSWICK,NJ08901     		NONE PC DUCHENNE MUSCULAR DYSTROPHY RESEARCH 5,000
    SAVE THE REDWOODS LEAGUE
    111 SUTTER STREET 11TH FLOOR
    SAN FRANCISCO,CA94104     		NONE PC GENERAL SUPPORT 5,000
    SAVE THE RHINO INTERNATIONAL INC
    1350 AVENUE OF THE AMERICAS SUITE
    226
    NEW YORK,NY10019     		NONE PC HLUHLUWE-IMFOLOZI PARK/UMKHUZE GAME RESERVE IN SOUTH AFRICA 5,666
    SIR JOHN SOANE'S MUSEUM FOUNDATION
    120 BROADWAY 20TH FLOOR
    NEW YORK,NY10271     		NONE PC GENERAL SUPPORT 1,500
    ST DOMINIC HIGH SCHOOL
    93 ANSTICE STREET
    OYSTER BAY,NY11771     		NONE PC GENERAL SUPPORT 2,500
    STANDEARTH
    548 MARKET STREET SUITE 74196
    SAN FRANCISCO,CA94104     		NONE PC GENERAL SUPPORT 225,000
    THE BRONX DEFENDERS
    360 EAST 161ST STREET
    BRONX,NY10451     		NONE PC CENTER FOR HOLISTIC DEFENSE 100,000
    THE BRONX DEFENDERS
    360 EAST 161ST STREET
    BRONX,NY10451     		NONE PC CIVIL AND IMMIGRATION PRACTICES 125,000
    THE DOOR - A CENTER OF ALTERNATIVES INC
    555 BROOME STREET
    NEW YORK,NY10013     		NONE PC LEGAL SERVICES CENTER 70,000
    THE FREDERICK GUNN SCHOOL
    99 GREEN HILL ROAD
    WASHINGTON,CT06793     		NONE PC GENERAL SUPPORT 1,000
    THE GOVERNOR'S ACADEMY
    1 ELM STREET
    BYFIELD,MA01922     		NONE PC GENERAL SUPPORT 4,000
    THE HOPE PROGRAM INC
    1 SMITH STREET 4TH FLOOR
    BROOKLYN,NY11201     		NONE PC GENERAL SUPPORT 85,000
    THE HOTCHKISS SCHOOL
    11 INTERLAKEN ROAD
    LAKEVILLE,CT06039     		NONE PC GENERAL SUPPORT 1,000
    THE NEW YORK IMMIGRATION COALITION INC
    131 WEST 33RD STREET SUITE 610
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 225,000
    THE NEW ORLEANS JAZZ AND HERITAGE FOUNDATION
    1205 N RAMPART STREET
    NEW ORLEANS,LA70116     		NONE PC GENERAL SUPPORT 2,500
    THE SENTENCING PROJECT
    1705 DESALES STREET NW 8TH FLOOR
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 20,000
    TIDES FOUNDATION
    1012 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		NONE PC MOVEMENT VOTER FUND 2,000
    TIDES FOUNDATION
    1012 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		NONE PC MOVEMENT VOTER FUND 20,000
    TIDES FOUNDATION
    1012 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		NONE PC FLORIDA RIGHTS RESTORATION COALITION EDUCATION FUND 100,000
    TRUSTEES OF BOSTON UNIVERSITY
    WBUR 890 COMMONWEALTH AVENUE 3RD
    FLOOR
    BOSTON,MA02215     		NONE PC WBUR 10,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    COLUMBIA BUSINESS SCHOOL 645 WEST
    130TH STREET MC 9001
    NEW YORK,NY10027     		NONE PC COLUMBIA BUSINESS SCHOOL 2,500
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    622 WEST 113TH STREET MC 4524
    NEW YORK,NY10025     		NONE PC NAOMI BERRIE DIABETES CENTER 20,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    2929 WALNUT STREET SUITE 300
    PHILADELPHIA,PA19104     		NONE PC THE PENN FUND 2,000
    UNION OF CONCERNED SCIENTISTS INC
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138     		NONE PC CENTER FOR SCIENCE & DEMOCRACY 100,000
    WATERFRONT ALLIANCE INC
    256 WEST 36TH STREET 11TH FLOOR
    NEW YORK,NY10018     		NONE PC COASTAL RESILIENCE WORK 100,000
    YOUTH AND FAMILY COUNSELING AGENCY OF OYSTER BAY - EAST NORWICH INC
    12 IRVING PLACE
    OYSTER BAY,NY11771     		NONE PC GENERAL SUPPORT 3,000
    Total .................................bullet 3a 4,920,250
    bApproved for future payment
    ALIGN THE ALLIANCE FOR A GREATER NY
    50 BROADWAY 29TH FLOOR
    NEW YORK,NY10004     		NONE PC GENERAL SUPPORT 75,000
    BOSTON CHILDREN'S HOSPITAL
    300 LONGWOOD AVENUE
    BOSTON,MA02115     		NONE PC DUCHENNE MUSCULAR DYSTROPHY RESEARCH 60,000
    BRANDWORKERS
    43-32 22ND STREET SUITE 202
    LONG ISLAND CITY,NY11101     		NONE PC GENERAL SUPPORT 80,000
    BROOKLYN WORKFORCE INNOVATIONS
    621 DEGRAW STREET
    BROOKLYN,NY11217     		NONE PC GENERAL SUPPORT 75,000
    CENTER FOR EMPLOYMENT OPPORTUNITIES INC
    50 BROADWAY SUITE 1604
    NEW YORK,NY10004     		NONE PC NEW YORK PROGRAM 50,000
    CENTER FOR REPRODUCTIVE RIGHTS INC
    199 WATER STREET 22ND FLOOR
    NEW YORK,NY10038     		NONE PC U.S. PROGRAM 100,000
    CERES INC
    99 CHAUNCY STREET 6TH FLOOR
    BOSTON,MA02111     		NONE PC GENERAL SUPPORT 150,000
    CHILDREN'S TUMOR FOUNDATION
    697 THIRD AVENUE SUITE 418
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 50,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111     		NONE PC CLIMATE AND ENERGY PROGRAM 225,000
    FAMM FOUNDATION
    1100 H STREET NW SUITE 1000
    WASHINGTON,DC20005     		NONE PC GENERAL SUPPORT 60,000
    GUTTMACHER INSTITUTE INC
    125 MAIDEN LANE 7TH FLOOR
    NEW YORK,NY10038     		NONE PC U.S. PROGRAM 100,000
    HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC
    PO BOX 862
    OSSINING,NY10562     		NONE PC GENERAL SUPPORT 75,000
    LAWYERS FOR CHILDREN
    110 LAFAYETTE STREET 8TH FLOOR
    NEW YORK,NY10013     		NONE PC GENERAL SUPPORT 200,000
    LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
    740 15TH STREET NW SUITE 700
    WASHINGTON,DC20005     		NONE PC GENERAL SUPPORT 150,000
    LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
    740 15TH STREET NW SUITE 700
    WASHINGTON,DC20005     		NONE PC CHISPA PROGRAM 50,000
    NEIGHBORHOOD TRUST FINANCIAL PARTNERS
    530 WEST 166TH STREET 4TH FLOOR
    NEW YORK,NY10032     		NONE PC GENERAL SUPPORT 50,000
    NEW ECONOMY PROJECT
    121 WEST 27TH STREET SUITE 804
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 50,000
    OCEANA INC
    1025 CONNECTICUT AVENUE NW SUITE
    200
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 30,000
    PACIFIC ENVIRONMENT
    473 PINE STREET THIRD FLOOR
    SAN FRANCISCO,CA94104     		NONE PC GENERAL SUPPORT 300,000
    PHILANTHROPY NEW YORK
    320 EAST 43RD STREET
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 7,250
    PHYSICIANS FOR REPRODUCTIVE HEALTH
    1430 BROADWAY SUITE 1614
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 75,000
    PROTEUS FUND
    15 RESEARCH DRIVE SUITE B
    AMHERST,MA01002     		NONE PC PIPER FUND 400,000
    PROTEUS FUND
    15 RESEARCH DRIVE SUITE B
    AMHERST,MA01002     		NONE PC PIPER FUND 100,000
    RAINFOREST ACTION NETWORK
    425 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94108     		NONE PC GENERAL SUPPORT 150,000
    STANDEARTH
    548 MARKET STREET SUITE 74196
    SAN FRANCISCO,CA94104     		NONE PC GENERAL SUPPORT 500,000
    THE BRONX DEFENDERS
    360 EAST 161ST STREET
    BRONX,NY10451     		NONE PC CIVIL AND IMMIGRATION PRACTICES 125,000
    THE BRONX DEFENDERS
    360 EAST 161ST STREET
    BRONX,NY10451     		NONE PC CENTER FOR HOLISTIC DEFENSE 100,000
    THE HOPE PROGRAM INC
    1 SMITH STREET 4TH FLOOR
    BROOKLYN,NY11201     		NONE PC GENERAL SUPPORT 170,000
    THE SENTENCING PROJECT
    1705 DESALES STREET NW 8TH FLOOR
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 200,000
    WATERFRONT ALLIANCE INC
    256 WEST 36TH STREET 11TH FLOOR
    NEW YORK,NY10018     		NONE PC COASTAL RESILIENCE WORK 100,000
    Total .................................bullet 3b 3,857,250
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 8,015,573  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aTAX REFUND     		    01 14,960  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 8,493,248 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,493,248
    (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:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EISNER ADVISORY GROUP LLC 26,977 13,489 0 13,488

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

    TY 2021 DepreciationSchedule
    Name:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER 2000-04-10 9,307 9,306 SL 5.000000000000 0 0 0  
    FURNITURE 2000-05-01 5,334 5,334 SL 7.000000000000 0 0 0  
    FURNITURE 2001-06-03 195 194 SL 7.000000000000 0 0 0  
    FURNITURE 2002-05-10 407 406 SL 7.000000000000 0 0 0  
    COMPUTER SOFTWARE 2002-11-12 12,416 12,416 SL 3.000000000000 0 0 0  
    LEASEHOLD IMPROVEMENT 2003-05-30 1,375 616 SL 39.000000000000 35 0 0  
    COMPUTER 2003-08-18 6,115 4,586 SL 5.000000000000 0 0 0  
    OFFICE EQUIPMENT 2003-12-17 652 488 SL 5.000000000000 0 0 0  
    FURNITURE 2003-10-24 581 476 SL 7.000000000000 0 0 0  
    COMPUTER SOFTWARE 2005-08-09 938 938 SL 3.000000000000 0 0 0  
    OFFICE EQUIPMENT 2005-07-12 560 560 SL 5.000000000000 0 0 0  
    FURNITURE 2005-07-28 3,040 3,039 SL 7.000000000000 0 0 0  
    LEASEHOLD IMPROVEMENT 2005-10-31 1,400 546 SL 39.000000000000 36 0 0  
    COMPUTER SOFTWARE 2006-09-18 3,440 3,440 SL 3.000000000000 0 0 0  
    FURNITURE 2006-10-27 333 333 SL 7.000000000000 0 0 0  
    FIXTURE 2006-02-28 962 962 SL 7.000000000000 0 0 0  
    LEASEHOLD IMPROVEMENT 2006-12-07 125 42 SL 39.000000000000 3 0 0  
    COMPUTER 2007-06-08 2,113 2,113 SL 5.000000000000 0 0 0  
    COMPUTER SOFTWARE 2007-11-28 3,113 3,113 SL 3.000000000000 0 0 0  
    FURNITURE 2007-03-14 2,028 2,028 SL 7.000000000000 0 0 0  
    LEASEHOLD IMPROVEMENT 2007-02-12 300 111 SL 39.000000000000 8 0 0  
    FURNITURE 2007-07-01 916 916 SL 7.000000000000 0 0 0  
    COMPUTER 2004-10-14 2,366 1,858 SL 5.000000000000 0 0 0  
    COMPUTER 2008-01-02 1,118 1,118 SL 5.000000000000 0 0 0  
    COMPUTER 2008-09-09 714 713 SL 5.000000000000 0 0 0  
    COMPUTER SOFTWARE 2008-09-09 3,104 3,104 SL 3.000000000000 0 0 0  
    COMPUTER SOFTWARE 2009-09-10 2,829 2,829 SL 3.000000000000 0 0 0  
    FURNITURE 2009-11-03 295 294 SL 7.000000000000 0 0 0  
    COMPUTER 2010-07-28 508 508 SL 5.000000000000 0 0 0  
    COMPUTER 2010-09-22 572 572 SL 5.000000000000 0 0 0  
    FURNITURE 2010-02-09 223 223 SL 7.000000000000 0 0 0  
    FURNITURE 2011-12-22 431 430 SL 7.000000000000 0 0 0  
    COMPUTER 2011-06-01 1,202 1,201 SL 5.000000000000 0 0 0  
    LEASEHOLD IMPROVEMENT 2014-10-21 4,580 722 SL 39.000000000000 117 0 0  
    COMPUTER EQUIPMENT 2016-05-20 7,470 7,040 SL 5.000000000000 430 0 0  
    AMAZON NEW SERVER 2018-06-27 795 398 SL 5.000000000000 159 0 0  
    LEASEHOLD IMPROVEMENT 2019-09-09 811 28 SL 39.000000000000 21 0 0  
    COMPUTER 2020-10-22 1,211 61 SL 5.000000000000 242 0 0  
    COMPUTER 2020-11-23 1,792 90 SL 5.000000000000 358 0 0  
    LEASEHOLD IMPROVEMENT 2020-02-03 810 19 SL 39.000000000000 21 0 0  
    COMPUTER 2021-02-02 1,380   SL 5.000000000000 253 0 0  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC COM CL C 262,920 1,357,094
    AMETEK INC COM 375,318 1,187,789
    AUTOHOME INC ADR 273,147 90,622
    B & M EUROPEAN VALUE RETAIL SA COM 363,116 645,996
    BANK OF AMERICA CORPORATION COM 264,364 432,532
    BANK OZK COM 60,945 89,431
    BERKSHIRE HATHAWAY INC COM CL B 716,144 1,689,350
    CARMAX INC COM 520,593 1,398,410
    CIENA CORP COM 215,100 231,757
    CONSTELLATION SOFTWARE INC COM 300,883 2,112,272
    DOLLARAMA INC COM 168,143 583,182
    EDWARDS LIFESCIENCES CORP COM 147,949 549,421
    FIVE BELOW INC COM 248,365 686,047
    FORTUNE BRANDS HOME & SECURITY COM 282,599 671,332
    HEICO CORP COM CL A 197,392 770,991
    HOWDEN JOINERY GROUP PLC COM 119,710 253,567
    INSTALLED BUILDING PRODUCTS IN COM 190,313 213,213
    INTERCONTINENTAL EXCHANGE INC COM 298,385 426,449
    JP MORGAN CHASE & CO COM 245,213 372,756
    KEYSIGHT TECHNOLOGIES INC COM 402,999 984,020
    M & T BANK CORP COM 433,338 416,816
    MARKEL CORP COM 604,125 951,414
    META PLATFORMS INC COM CL A 413,504 824,730
    MTY FOOD GROUP INC COM 92,515 165,369
    NVR INC COM 417,592 986,781
    PROGRESSIVE CORP (OHIO) COM 566,993 760,739
    SCHWAB (CHARLES) CORP COM 593,033 968,327
    SLEEP NUMBER CORPORATION COM 272,855 320,801
    SS&C TECHNOLOGIES HOLDINGS INC COM 406,707 421,869
    TOPICUS.COM INC COM 100,499 187,161
    VISA INC COM CL A 188,346 766,503
    WALT DISNEY COMPANY (THE) COM 190,489 346,334
    ATHENE HLDG LTD CL A EFF 1/03/22 I OLD/1.149 NEW CU 75,147 90,496
    B&M EUROPEAN VALUE RETAIL SA REG SHS ISIN#LU1072616219 338,755 521,560
    PROSUS N V BEARER AND REGISTERED SHS N ISIN#NL0013654783 474,075 379,594
    ANTHEM INC COM STK 739,260 1,263,610
    APOLLO GLOBAL MGMT INC CL A COM C/A EFF 1/33/22 I OLD /1 NEW CU 421,902 482,674
    BERKSHIRE HATHAWAY INC DEL CL B NEW 286,377 442,819
    FIDELITY NATL FINL INC NEW FNF GROUP 755,609 902,870
    HCA HEALTHCARE INC COM 90,561 299,312
    JP MORGAN CHASE & CO COM ISIN#U546625HI005 101,912 472,833
    PRIMERICA INC COM 280,766 628,867
    PROGRESSIVE CORP OH COM 391,836 518,588
    RAYMOND JAMES FINL INC COM 247,536 452,603
    UNITEDHEALTH GROUP INC COM 150,811 257,598
    VALVOLINE INC COM 410,035 623,265

    TY 2021 InvestmentsOtherSchedule2
    Name:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DSM ALL WORLD GROWTH TRUST AT COST 12,886,977 12,807,069

    TY 2021 LandEtcSchedule2
    Name:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 9,307 9,306 1 1
    FURNITURE 5,334 5,334 0 0
    FURNITURE 195 194 1 1
    FURNITURE 407 406 1 1
    COMPUTER SOFTWARE 12,416 12,416 0 0
    LEASEHOLD IMPROVEMENT 1,375 651 724 724
    COMPUTER 6,115 4,586 1,529 1,529
    OFFICE EQUIPMENT 652 488 164 164
    FURNITURE 581 476 105 105
    COMPUTER SOFTWARE 938 938 0 0
    OFFICE EQUIPMENT 560 560 0 0
    FURNITURE 3,040 3,039 1 1
    LEASEHOLD IMPROVEMENT 1,400 582 818 818
    COMPUTER SOFTWARE 3,440 3,440 0 0
    FURNITURE 333 333 0 0
    FIXTURE 962 962 0 0
    LEASEHOLD IMPROVEMENT 125 45 80 80
    COMPUTER 2,113 2,113 0 0
    COMPUTER SOFTWARE 3,113 3,113 0 0
    FURNITURE 2,028 2,028 0 0
    LEASEHOLD IMPROVEMENT 300 119 181 181
    FURNITURE 916 916 0 0
    COMPUTER 2,366 1,858 508 508
    COMPUTER 1,118 1,118 0 0
    COMPUTER 714 713 1 1
    COMPUTER SOFTWARE 3,104 3,104 0 0
    COMPUTER SOFTWARE 2,829 2,829 0 0
    FURNITURE 295 294 1 1
    COMPUTER 508 508 0 0
    COMPUTER 572 572 0 0
    FURNITURE 223 223 0 0
    FURNITURE 431 430 1 1
    COMPUTER 1,202 1,201 1 1
    LEASEHOLD IMPROVEMENT 4,580 839 3,741 3,741
    COMPUTER EQUIPMENT 7,470 7,470 0 0
    AMAZON NEW SERVER 795 557 238 238
    LEASEHOLD IMPROVEMENT 811 49 762 762
    COMPUTER 1,211 303 908 908
    COMPUTER 1,792 448 1,344 1,344
    LEASEHOLD IMPROVEMENT 810 40 770 770
    COMPUTER 1,380 253 1,127 1,127


    TY 2021 OtherAssetsSchedule
    Name:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RENT SECURITY DEPOSIT 11,929 11,929 11,929


    TY 2021 OtherExpensesSchedule
    Name:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 1,500 0 0 1,500
    BANK CHARGES 477 0 0 477
    DUES AND SUBSCRIPTIONS 2,750 0 0 2,750
    INSURANCE EXPENSE 8,930 0 0 8,930
    TELEPHONE EXPENSE 3,228 0 0 3,228
    OFFICE EXPENSES & SUPPLIES 1,952 0 0 1,952
    PAYROLL EXPENSES 1,886 0 0 1,886
    COMPUTER AND INTERNET EXPENSES 14,293 0 0 14,293
    OTHER MISC. EXPENSES 190 0 0 190
    INVESTMENT EXPENSE THRU PASS THRU DSM ALL WORLD 108,217 108,217 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TAX REFUND 14,960   14,960


    TY 2021 OtherLiabilitiesSchedule
    Name:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER LIABILITIES 1,872 2,147


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 382,060 382,060 0 0
    COMPUTER CONSULTANT 873 0 0 873


    TY 2021 TaxesSchedule
    Name:
    BERNARD F & ALVA B GIMBEL FOUNDATION
     
    INC
    EIN:
    13-6090843
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GIVERNY - FOREIGN TAX PAID 6,470 6,470 0 0
    PERSHING - FOREIGN TAX PAID 4,406 4,406 0 0
    DSM ALL WORLD GROWTH TRUST 2,440 2,440 0 0
    FEDERAL EXCISE TAXES 125,000 0 0 0