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
AC ISRAEL FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)12 E 49 ST FL 41
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10017
A Employer identification number

51-6021414
B Telephone number (see instructions)

(212) 634-3367
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$40,659,506
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 667,502 667,502  
5a Gross rents............ 260 260  
b Net rental income or (loss) 260
6a Net gain or (loss) from sale of assets not on line 10 608,343
b Gross sales price for all assets on line 6a 4,024,858
7 Capital gain net income (from Part IV, line 2)... 608,343
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)....... 208,858 208,858  
12 Total. Add lines 1 through 11........ 1,484,963 1,484,963  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 27,385 27,385   0
18 Taxes (attach schedule) (see instructions)... 16,594 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 316,930 316,569   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 360,909 343,954   0
25 Contributions, gifts, grants paid....... 1,638,233 1,638,233
26 Total expenses and disbursements. Add lines 24 and 25 1,999,142 343,954   1,638,233
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -514,179
b Net investment income (if negative, enter -0-) 1,141,009
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............. 1    
2 Savings and temporary cash investments......... 837,230 1,245,134 1,245,134
3 Accounts receivable bullet3,220
Less: allowance for doubtful accounts bullet     3,220 3,220
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) 3,565,161 Click to see attachment6,844,437 6,844,437
b Investments—corporate stock (attach schedule)....... 15,579,576 Click to see attachment14,020,351 14,020,351
c Investments—corporate bonds (attach schedule)....... 1,978,503 Click to see attachment2,343,761 2,343,761
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 15,038,618 Click to see attachment16,190,250 16,190,250
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment12,353 Click to see attachment12,353
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,999,089 40,659,506 40,659,506
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 36,999,089 40,659,506
29 Total net assets or fund balances (see instructions)..... 36,999,089 40,659,506
30 Total liabilities and net assets/fund balances (see instructions). 36,999,089 40,659,506
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
36,999,089
2
Enter amount from Part I, line 27a .....................
2
-514,179
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,174,596
4
Add lines 1, 2, and 3 ..........................
4
40,659,506
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
40,659,506
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 JPM #9006      
b PUBLICLY TRADED SECURITIES JPM #9006      
c PUBLICLY TRADED SECURITIES JPM #9006      
d PUBLICLY TRADED SECURITIES JPM #9006      
e PUBLICLY TRADED SECURITIES JPM #2005      
PUBLICLY TRADED SECURITIES JPM #2005      
ARCLIGHT ENERGY PARTNERS FUND VII P    
AG NET LEASE REALTY FUND III, LP P    
HEALTHCARE ROYALTY PARTNERS P    
ARCLIGHT ENERGY PARTNERS FUND VII P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 129,015   129,034 -19
b 4,996   5,074 -78
c 1,177,073   1,136,780 40,293
d 431,834   457,589 -25,755
e 383,058   333,517 49,541
1,825,931   1,354,521 471,410
6,569     6,569
21,615     21,615
44,464     44,464
303     303
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       -19
b       -78
c       40,293
d       -25,755
e       49,541
      471,410
      6,569
      21,615
      44,464
      303
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 2 608,343
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 15,860
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 15,860
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 26,213
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,213
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 10,353
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet10,353 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletAC ISRAEL FOUNDATION INC Telephone no.bullet (212) 634-3367

    Located atbullet12 EAST 49TH STREET 41TH FLOORNEW YORKNY ZIP+4bullet10017
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THOMAS C ISRAEL PRES, DIR,
    0.00
    0 0 0
    C/O INGLESIDE 12 E 49 ST FL 41
    NEW YORK,NY10017
    BARRY W GRAY VP, DIR,
    0.00
    0 0 0
    C/O INGLESIDE 12 E 49 ST FL 41
    NEW YORK,NY10017
    VIRGINIA J GOLDSTEIN DIRECTOR
    0.00
    0 0 0
    C/O INGLESIDE 12 E 49 ST FL 41
    NEW YORK,NY10017
    GREGORY H WARNER VP, TREASURER, SECRETARY
    0.00
    0 0 0
    C/O INGLESIDE 12 E 49 ST FL 41
    NEW YORK,NY10017
    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
    18,499,349
    b
    Average of monthly cash balances.......................
    1b
    873,777
    c
    Fair market value of all other assets (see instructions)................
    1c
    19,307,136
    d
    Total (add lines 1a, b, and c).........................
    1d
    38,680,262
    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
    38,680,262
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    580,204
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    38,100,058
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,905,003
    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
    1,905,003
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    15,860
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,860
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,889,143
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,889,143
    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
    1,889,143
    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 1,889,143
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,174,852
    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$ 1,638,233
    a Applied to 2020, but not more than line 2a 1,174,852
    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..... 463,381
    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 ..........
    1,425,762
    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 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
    101 EAST 69TH STREET CONSERVANCY
    101 E 69TH ST
    NEW YORK,NY10021
    N/A PC GENERAL SUPPORT 1,000
    ABRAHAM JOSHUA HESCHEL SCHOOL
    20 W END AVE
    NEW YORK,NY10023
    N/A PC GENERAL SUPPORT 3,000
    AFTER SCHOOL ARTS PROGRAM INC
    PO BOX 15
    WASHINGTON DT,CT06794
    N/A PC GENERAL SUPPORT 1,500
    ALL AMERICAN DACHSHUND RESCUE
    PO BOX 125
    SHERIDAN,AR72150
    N/A PC GENERAL SUPPORT 2,000
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC
    225 N MICHIGAN AVE STE 1700
    CHICAGO,IL60601
    N/A PC GENERAL SUPPORT 2,000
    AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC
    633 3RD AVE 20TH FL
    NEW YORK,NY10017
    N/A PC GENERAL SUPPORT 1,500
    AMERICAN FOLK ART MUSEUM
    47-29 32ND PL
    LONG ISLAND CITY,NY11101
    N/A PC GENERAL SUPPORT 5,000
    AMERICAN WILD HORSE PRESERVATION CAMPAIGN
    PO BOX 1733
    DAVIS,CA95617
    N/A PC GENERAL SUPPORT 5,000
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON RD
    KANAB,UT84741
    N/A PC GENERAL SUPPORT 2,000
    BIDEAWEE INC
    410 E 38TH ST
    NEW YORK,NY10016
    N/A PC GENERAL SUPPORT 250
    BIRCHES SCHOOL INC
    PO BOX 237
    LINCOLN,MA01773
    N/A PC GENERAL SUPPORT 20,000
    BIRCHES SCHOOL INC
    PO BOX 237
    LINCOLN,MA01773
    N/A PC GENERAL SUPPORT 20,000
    BIRCHES SCHOOL INC
    PO BOX 237
    LINCOLN,MA01773
    N/A PC GENERAL SUPPORT 20,000
    BOYS & GIRLS CLUB OF GREENWICH INC
    4 HORSENECK LN
    GREENWICH,CT06830
    N/A PC GENERAL SUPPORT 1,000
    BROOKLYN COMMUNITY HOUSING AND SERVICES INC
    105 CARLTON AVE
    BROOKLYN,NY11205
    N/A PC GENERAL SUPPORT 2,000
    BRUNSWICK SCHOOL INC
    100 MAHER AVE
    GREENWICH,CT06830
    N/A PC GENERAL SUPPORT 5,000
    BRUNSWICK SCHOOL INC
    100 MAHER AVE
    GREENWICH,CT06830
    N/A PC GENERAL SUPPORT 1,000
    CARINGBRIDGE
    PO BOX 6032
    ALBERT LEA,MN56007
    N/A PC GENERAL SUPPORT 2,000
    CARNEGIE HILL NEIGHBORS INC
    1326 MADISON AVE
    NEW YORK,NY10128
    N/A PC GENERAL SUPPORT 2,000
    CASA OF LOS ANGELES
    201 CENTRE PLZ DR RM 1100
    MONTEREY PARK,CA91754
    N/A PC GENERAL SUPPORT 5,000
    CENTRAL PARK CONSERVANCY INC
    14 E 60TH ST 8TH FL
    NEW YORK,NY10022
    N/A PC GENERAL SUPPORT 1,000
    CHILDRENS HOSPITAL CORPORATION
    401 PARK DR STE 602
    BOSTON,MA02215
    N/A PC GENERAL SUPPORT 5,000
    CHILDRENS HOSPITAL CORPORATION
    401 PARK DR STE 602
    BOSTON,MA02215
    N/A PC GENERAL SUPPORT 10,000
    CITIZENS COMMITTEE FOR NEW YORK CITY INC
    30 E 125TH ST 189
    NEW YORK,NY10035
    N/A PC GENERAL SUPPORT 500
    CITIZENS COMMITTEE FOR NEW YORK CITY INC
    30 E 125TH ST 189
    NEW YORK,NY10035
    N/A PC GENERAL SUPPORT 2,000
    CITIZENS COMMITTEE FOR NEW YORK CITY INC
    30 E 125TH ST 189
    NEW YORK,NY10035
    N/A PC GENERAL SUPPORT 50,000
    CITIZENS COMMITTEE FOR NEW YORK CITY INC
    30 E 125TH ST 189
    NEW YORK,NY10035
    N/A PC GENERAL SUPPORT 10,000
    CITIZENS COMMITTEE FOR NEW YORK CITY INC
    30 E 125TH ST 189
    NEW YORK,NY10035
    N/A PC GENERAL SUPPORT 5,000
    COLLEGIATE SCHOOL INC
    301 FREEDOM PL S
    NEW YORK,NY10069
    N/A PC GENERAL SUPPORT 15,000
    COLLEGIATE SCHOOL INC
    301 FREEDOM PL S
    NEW YORK,NY10069
    N/A PC GENERAL SUPPORT 2,500
    CONGREGATION EMANU-EL OF THE CITY OF NEW YORK
    1 E 65TH ST
    NEW YORK,NY10065
    N/A PC GENERAL SUPPORT 25,000
    CORE COMMUNITY ORGANIZED RELIEF EFFORT
    6464 W SUNSET BLVD STE 530
    LOS ANGELES,CA90028
    N/A PC GENERAL SUPPORT 1,500
    DOE FUND INC
    232 E 84TH ST
    NEW YORK,NY10028
    N/A PC GENERAL SUPPORT 1,000
    DRAMA LEAGUE OF NEW YORK INC
    32 AVE OF THE AMERICAS NO 1ST
    NEW YORK,NY10013
    N/A PC GENERAL SUPPORT 1,000
    EAST SIDE HOUSE INC
    337 ALEXANDER AVE
    BRONX,NY10454
    N/A PC GENERAL SUPPORT 1,000
    EISENHOWER MEDICAL CENTER
    39000 BOB HOPE DR
    RANCHO MIRAGE,CA92270
    N/A PC GENERAL SUPPORT 350,000
    EVANS SCHOLARS FOUNDATION
    1 BRIAR RD
    GOLF,IL60029
    N/A PC GENERAL SUPPORT 1,000
    FREEDOM INSTITUTE INC
    515 MADISON AVE INC 13TH FL
    NEW YORK,NY10022
    N/A PC GENERAL SUPPORT 2,000
    FRICK COLLECTION
    1 E 70TH ST
    NEW YORK,NY10021
    N/A PC GENERAL SUPPORT 1,000
    GENTLE BARN FOUNDATION
    15825 SIERRA HWY
    SANTA CLARITA,CA91390
    N/A PC GENERAL SUPPORT 3,000
    GO2 FOUNDATION FOR LUNG CANCER
    1700 K ST NW STE 660
    WASHINGTON,DC20006
    N/A PC GENERAL SUPPORT 10,000
    GRACE INTERNATIONAL INC - BED-STUY CAMPAIGN AGAINST HUNGER
    2010 FULTON ST
    BROOKLYN,NY11233
    N/A PC GENERAL SUPPORT 1,000
    GREENS FARMS ACADEMY INC
    PO BOX 998
    GREENS FARMS,CT06838
    N/A PC GENERAL SUPPORT 10,000
    GREENS FARMS ACADEMY INC
    PO BOX 998
    GREENS FARMS,CT06838
    N/A PC GENERAL SUPPORT 10,000
    GREENWICH COUNTRY DAY SCHOOL INC
    PO BOX 623
    GREENWICH,CT06836
    N/A PC GENERAL SUPPORT 5,000
    GREENWICH COUNTRY DAY SCHOOL INC
    PO BOX 623
    GREENWICH,CT06836
    N/A PC GENERAL SUPPORT 1,500
    GUIDING EYES FOR THE BLIND INC
    611 GRANITE SPRINGS RD
    YORKTOWN HTS,NY10598
    N/A PC GENERAL SUPPORT 300
    HILLSIDES
    940 AVE 64
    PASADENA,CA91105
    N/A PC GENERAL SUPPORT 1,250
    HISTORIC HUDSON VALLEY
    639 BEDFORD RD
    TARRYTOWN,NY10591
    N/A PC GENERAL SUPPORT 5,000
    HOMES WITH HOPE INC
    59 MYRTLE AVE
    WESTPORT,CT06880
    N/A PC GENERAL SUPPORT 2,500
    HORIZONS AT GREENS FARMS ACADEMY
    35 BEACHSIDE AVE PO BOX 998
    GREENS FARMS,CT06838
    N/A PC GENERAL SUPPORT 10,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVE NW
    WASHINGTON,DC20036
    N/A PC GENERAL SUPPORT 2,000
    IMENTOR
    638 3RD ST
    OAKLAND,CA94607
    N/A PC GENERAL SUPPORT 300
    INTERGROUP ASSOCIATION OF A A OF NEW YORK INC
    AA OF NEW YORK INC 307 7TH AVE RM
    NEW YORK,NY10001
    N/A PC GENERAL SUPPORT 500
    K9 YOUTH ALLIANCE
    556 S FAIR OAKS AVE STE 101 5
    PASADENA,CA91105
    N/A PC GENERAL SUPPORT 7,500
    K9 YOUTH ALLIANCE
    556 S FAIR OAKS AVE STE 101 5
    PASADENA,CA91105
    N/A PC GENERAL SUPPORT 2,000
    KUCETEKELA FOUNDATION
    1220 PARK AVE NO 1B
    NEW YORK,NY10128
    N/A PC GENERAL SUPPORT 6,000
    LYMPHATIC EDUCATION & RESEARCH NETWORK INC LE&RN
    154 W 14TH ST FL 2
    NEW YORK,NY10011
    N/A PC GENERAL SUPPORT 2,000
    MAKING HEADWAY FOUNDATION INC
    115 KING ST
    CHAPPAQUA,NY10514
    N/A PC GENERAL SUPPORT 500
    MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
    415 CROSSWAYS PARK DR STE D
    WOODBURY,NY11797
    N/A PC GENERAL SUPPORT 3,000
    MARTHAS VINEYARD MUSEUM INC
    151 LAGOON POND RD
    VINEYARD HVN,MA02568
    N/A PC GENERAL SUPPORT 5,000
    MASSACHUSETTS GENERAL HOSPITAL
    125 NASHUA ST STE 540
    BOSTON,MA02114
    N/A PC GENERAL SUPPORT 500
    METROPOLITAN GOLF ASSOCIATION FOUNDATION
    49 KNOLLWOOD RD
    ELMSFORD,NY10523
    N/A PC GENERAL SUPPORT 1,000
    MOUNT SINAI HOSPITAL - ADOLESCENT HEALTH CENTER
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029
    N/A PC GENERAL SUPPORT 25,000
    MOUNT SINAI HOSPITAL - ADOLESCENT HEALTH CENTER
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029
    N/A PC GENERAL SUPPORT 25,000
    MOUNT SINAI HOSPITAL - ADOLESCENT HEALTH CENTER
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029
    N/A PC GENERAL SUPPORT 10,000
    MOUNT SINAI HOSPITAL - ADOLESCENT HEALTH CENTER
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029
    N/A PC GENERAL SUPPORT 15,000
    NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
    2600 VIRGINIA AVE NW STE 1100
    WASHINGTON,DC20037
    N/A PC GENERAL SUPPORT 5,000
    NEW YORK POPS INC
    39 BROADWAY RM 1150
    NEW YORK,NY10006
    N/A PC GENERAL SUPPORT 1,000
    NEW YORK-PRESBYTERIAN FUND INC
    850 3RD AVE 12TH FL
    NEW YORK,NY10022
    N/A PC GENERAL SUPPORT 25,000
    NORTH CAROLINA COMMUNITY FOUNDATION INC
    3737 GLENWOOD AVE STE 460
    RALEIGH,NC27612
    N/A PC GENERAL SUPPORT 3,000
    NORTHERN WESTCHESTER HOSPITAL ASSOCIATION
    400 E MAIN ST
    MOUNT KISCO,NY10549
    N/A PC GENERAL SUPPORT 15,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST 3RD FL
    EVANSTON,IL60208
    N/A PC GENERAL SUPPORT 5,000
    OPERATION SMILE INC
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453
    N/A PC GENERAL SUPPORT 500
    PACKER COLLEGIATE INSTITUTE
    PO BOX 22758
    NEW YORK,NY10087
    N/A PC GENERAL SUPPORT 5,000
    PARTNERS HEALTHCARE SYSTEM INC - MARTHAS VINEYARD HOSPITAL INC
    399 REVOLUTION DR STE 645
    SOMERVILLE,MA02145
    N/A PC GENERAL SUPPORT 2,000
    PARTNERS HEALTHCARE SYSTEM INC - MARTHAS VINEYARD HOSPITAL INC
    399 REVOLUTION DR STE 645
    SOMERVILLE,MA02145
    N/A PC GENERAL SUPPORT 5,000
    PARTNERS HEALTHCARE SYSTEM INC - SPAULDING REHAB HOSPITAL CORP
    1575 CAMBRIDGE ST
    CAMBRIDGE,MA02138
    N/A PC GENERAL SUPPORT 5,000
    PAWS CROSSED ANIMAL RESCUE INC
    100 S WAREHOUSE LN
    ELMSFORD,NY10523
    N/A PC GENERAL SUPPORT 10,000
    PAWS CROSSED ANIMAL RESCUE INC
    100 S WAREHOUSE LN
    ELMSFORD,NY10523
    N/A PC GENERAL SUPPORT 1,000
    PAWS CROSSED ANIMAL RESCUE INC
    100 S WAREHOUSE LN
    ELMSFORD,NY10523
    N/A PC GENERAL SUPPORT 200
    PAWS FOR PURPLE HEARTS
    10201 OLD REDWOOD HWY
    PENNGROVE,CA94951
    N/A PC GENERAL SUPPORT 2,000
    PEER HEALTH EXCHANGE INC
    100 WEBSTER ST STE 300
    OAKLAND,CA94607
    N/A PC GENERAL SUPPORT 1,000
    PEER HEALTH EXCHANGE INC
    100 WEBSTER ST STE 300
    OAKLAND,CA94607
    N/A PC GENERAL SUPPORT 2,000
    PETS ARE WONDERFUL SUPPORT-LOS ANGELES
    2121 S FLOWER ST
    LOS ANGELES,CA90007
    N/A PC GENERAL SUPPORT 1,500
    PILOBOLUS INC
    6 CALHOUN ST
    WASHINGTON DEPOT,CT06794
    N/A PC GENERAL SUPPORT 1,500
    PLANNED PARENTHOOD OF GREATER NEW YORK INC
    26 BLEECKER ST
    NEW YORK,NY10012
    N/A PC GENERAL SUPPORT 5,000
    PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
    700 EXCHANGE ST
    MIDDLEBURY,VT05753
    N/A PC GENERAL SUPPORT 500
    PUPPIES BEHIND BARS INC
    263 W 38 ST 4TH FL
    NEW YORK,NY10018
    N/A PC GENERAL SUPPORT 500
    PUPPIES BEHIND BARS INC
    263 W 38 ST 4TH FL
    NEW YORK,NY10018
    N/A PC GENERAL SUPPORT 200
    RESCUZILLA INC
    PO BOX 20073
    NEW YORK,NY10017
    N/A PC GENERAL SUPPORT 1,000
    RIVERDALE COUNTRY SCHOOL INC
    5250 FIELDSTON RD
    BRONX,NY10471
    N/A PC GENERAL SUPPORT 2,000
    RIVERDALE COUNTRY SCHOOL INC
    5250 FIELDSTON RD
    BRONX,NY10471
    N/A PC GENERAL SUPPORT 50,000
    ROCA INC
    101 PARK ST
    CHELSEA,MA02150
    N/A PC GENERAL SUPPORT 1,000
    RON FINLEY PROJECT
    4501 EXPOSITION BLVD
    LOS ANGELES,CA90016
    N/A PC GENERAL SUPPORT 1,500
    RUMSEY HALL SCHOOL INCORPORATED
    201 ROMFORD RD
    WASHINGTON DT,CT06794
    N/A PC GENERAL SUPPORT 1,000
    SACRED ROK
    319 IRIS ST
    REDWOOD CITY,CA94062
    N/A PC GENERAL SUPPORT 5,000
    SCHOOL ON WHEELS INC
    PO BOX 23371
    VENTURA,CA93002
    N/A PC GENERAL SUPPORT 2,500
    SCLERODERMA FOUNDATION
    300 ROSEWOOD DR STE 105
    DANVERS,MA01923
    N/A PC GENERAL SUPPORT 1,000
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005
    N/A PC GENERAL SUPPORT 500
    SHERIFFS MEADOW FOUNDATION
    PO BOX 1088
    VINEYARD HAVEN,MA02568
    N/A PC GENERAL SUPPORT 1,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105
    N/A PC GENERAL SUPPORT 500
    ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC
    2303 MIRAMAR ST
    LOS ANGELES,CA90057
    N/A PC GENERAL SUPPORT 3,000
    SUFFOLK COUNTY MAKE-A-WISH FOUNDATION INC
    1 COMAC LOOP UNIT 1A1
    RONKONKOMA,NY11779
    N/A PC GENERAL SUPPORT 250
    TAFT SCHOOL CORPORATION
    110 WOODBURY RD
    WATERTOWN,CT06795
    N/A PC GENERAL SUPPORT 500
    THE ACTORS FUND OF AMERICA
    729 7TH AVE 10TH FL
    NEW YORK,NY10019
    N/A PC GENERAL SUPPORT 2,000
    THE ALLIANCE FOR CLIMATE PROTECTION
    555 11TH ST NW STE 601
    WASHINGTON,DC20004
    N/A PC GENERAL SUPPORT 1,500
    THE ANIMAL MEDICAL CENTER
    510 E 62ND ST 2ND FL
    NEW YORK,NY10065
    N/A PC GENERAL SUPPORT 500
    THE ANIMAL MEDICAL CENTER
    510 E 62ND ST 2ND FL
    NEW YORK,NY10065
    N/A PC GENERAL SUPPORT 2,500
    THE BARACK OBAMA FOUNDATION
    5235 S HARPER CT STE 1140
    CHICAGO,IL60615
    N/A PC GENERAL SUPPORT 2,000
    THE BRICK PRESBYTERIAN CHURCH
    62 E 92ND ST
    NEW YORK,NY10128
    N/A PC GENERAL SUPPORT 5,000
    THE CONNECTICUT GOLF FOUNDATION INC
    55 GOLF CLUB RD
    CROMWELL,CT06416
    N/A PC GENERAL SUPPORT 1,000
    THE DAVID SHELDRICK WILDLIFE TRUST USA
    25283 CABOT RD STE 101
    LAGUNA HILLS,CA92653
    N/A PC GENERAL SUPPORT 2,000
    THE DAVID SHELDRICK WILDLIFE TRUST USA
    25283 CABOT RD STE 101
    LAGUNA HILLS,CA92653
    N/A PC GENERAL SUPPORT 1,500
    THE JACOBS SCHOOL OF ENGINEERING AT THE UNIVERSITY OF CALIFORNIA SAN DIEGO
    OFC OF POST AWARD FINANCIAL
    SERVICES 9500 GILM
    LA JOLLA,CA92093
    N/A PC GENERAL SUPPORT 25,000
    THE PEOPLE CONCERN
    2116 ARLINGTON AVE STE 100
    LOS ANGELES,CA90018
    N/A PC GENERAL SUPPORT 2,000
    THE PEOPLE CONCERN
    2116 ARLINGTON AVE STE 100
    LOS ANGELES,CA90018
    N/A PC GENERAL SUPPORT 10,000
    THE YORK THEATRE COMPANY INC
    619 LEXINGTON AVE
    NEW YORK,NY10022
    N/A PC GENERAL SUPPORT 1,000
    THIS FOR DIPLOMATS
    1250 H ST NW
    WASHINGTON,DC20005
    N/A PC GENERAL SUPPORT 10,000
    TRUSTEES OF COLUMBIA UNIVERSITY
    722 W 168TH ST 12TH FL
    NEW YORK,NY10032
    N/A PC GENERAL SUPPORT 3,000
    TRUSTEES OF COLUMBIA UNIVERSITY
    33 W 60TH ST 7TH FL
    NEW YORK,NY10023
    N/A PC GENERAL SUPPORT 7,000
    TRUSTEES OF PHILLIPS ACADEMY
    180 MAIN ST
    ANDOVER,MA01810
    N/A PC GENERAL SUPPORT 25,000
    TRUSTEES OF THE SMITH COLLEGE
    23 ELM ST
    NORTHAMPTON,MA01063
    N/A PC GENERAL SUPPORT 3,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400204
    CHARLOTTESVILLE,VA22904
    N/A PC GENERAL SUPPORT 10,000
    UNTERMYER GARDENS CONSERVANCY
    945 N BROADWAY
    YONKERS,NY10701
    N/A PC GENERAL SUPPORT 50,000
    VILLANOVA UNIVERSITY
    800 E LANCASTER AVE
    VILLANOVA,PA19085
    N/A PC GENERAL SUPPORT 5,000
    VIRGINIA STUDENT AID FOUNDATION - VIRGINIA ATHLETIC FOUNDATION
    PO BOX 400833
    CHARLOTTESVILLE,VA22904
    N/A PC GENERAL SUPPORT 1,000
    VISITING NURSE SERVICE OF NEW YORK
    107 E 70TH ST 5TH FL
    NEW YORK,NY10021
    N/A PC GENERAL SUPPORT 2,000
    VISITING NURSE SERVICE OF NEW YORK
    107 E 70TH ST 5TH FL
    NEW YORK,NY10021
    N/A PC GENERAL SUPPORT 1,000
    WATERSIDE SCHOOL INC
    770 PACIFIC ST
    STAMFORD,CT06902
    N/A PC GENERAL SUPPORT 1,000
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481
    N/A PC GENERAL SUPPORT 1,000
    WHEATON COLLEGE
    26 E MAIN ST
    NORTON,MA02766
    N/A PC GENERAL SUPPORT 1,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460
    N/A PC GENERAL SUPPORT 250
    WWP INC - WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256
    N/A PC GENERAL SUPPORT 2,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
    N/A PC GENERAL SUPPORT 5,000
    YALE UNIVERSITY - SCHOOL OF MEDICINE
    PO BOX 7611
    NEW HAVEN,CT06519
    N/A PC GENERAL SUPPORT 5,000
    YALE UNIVERSITY - SCHOOL OF MEDICINE
    PO BOX 7611
    NEW HAVEN,CT06519
    N/A PC GENERAL SUPPORT 100,000
    FOUNDATION FOR CONSERVATIVE MASORTI-JUDAISM IN ISRAEL
    3080 BROADWAY
    NEW YORK,NY10027
    N/A PC GENERAL SUPPORT 50,000
    MONTEFIORE MEDICAL CENTER
    111 E 210TH ST
    BRONX,NY10467
    N/A PC GENERAL SUPPORT 50,000
    WHITE PLAINS HOSPITAL MEDICAL CENTER
    122 MAPLE AVE
    WHITE PLAINS,NY10601
    N/A PC GENERAL SUPPORT 50,000
    AUTISM SPEAKS
    1060 STATE RD 2ND FL
    PRINCETON,NJ08540
    N/A PC GENERAL SUPPORT 500
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105
    N/A PC GENERAL SUPPORT 500
    YALE UNIVERSITY - YALE CHILD STUDY CENTER
    230 S FRONTAGE RD
    NEW HAVEN,CT06519
    N/A PC GENERAL SUPPORT 15,000
    FOOD BANK CONTRA COSTA AND SOLANO
    2370 N WATNEY WAY
    FAIRFIELD,CA94533
    N/A PC GENERAL SUPPORT 1,000
    NEW YORKERS FOR CHILDREN INC
    450 FASHION AVE STE 403
    NEW YORK,NY10123
    N/A PC GENERAL SUPPORT 1,000
    RUMSEY HALL SCHOOL INCORPORATED
    201 ROMFORD RD
    WASHINGTON,CT06794
    N/A PC GENERAL SUPPORT 20,000
    THE JACOBS SCHOOL OF ENGINEERING AT THE UNIVERSITY OF CALIFORNIA SAN DIEGO
    9500 GILMAN DR
    LA JOLLA,CA92093
    N/A PC GENERAL SUPPORT 8,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    3914 LOCUST WALK
    PHILADELPHIA,PA19104
    N/A PC GENERAL SUPPORT 5,000
    PERROT MEMORIAL LIBRARY ASSOCIATION OF OLD GREENWICH INCORPORATED
    90 SOUND BEACH AVE
    OLD GREENWICH,CT06870
    N/A PC GENERAL SUPPORT 500
    SPECIAL OLYMPICS CONNECTICUT INC
    2666 STATE ST STE 1
    HAMDEN,CT06517
    N/A PC GENERAL SUPPORT 500
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
    N/A PC GENERAL SUPPORT 10,000
    ASPETUCK LAND TRUST INC
    239 TOILSOME HILL RD
    FAIRFIELD,CT06825
    N/A PC GENERAL SUPPORT 1,000
    ALS WORLDWIDE
    1800 N PROSPECT AVE STE 4B
    MILWAUKEE,WI53202
    N/A PC GENERAL SUPPORT 1,000
    EDUCATION THROUGH MUSIC INC
    122 E 42ND ST STE 1501
    NEW YORK,NY10168
    N/A PC GENERAL SUPPORT 2,500
    HILLSIDES
    940 AVE 64
    PASADENA,CA91105
    N/A PC GENERAL SUPPORT 1,250
    JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION & CONSERVATION
    4245 FAIRFAX DR
    ARLINGTON,VA22203
    N/A PC GENERAL SUPPORT 2,000
    PAWS FOR LIFE K9 RESCUE
    1158 26TH ST
    SANTA MONICA,CA90403
    N/A PC GENERAL SUPPORT 2,500
    UNIVERSAL HIP HOP MUSEUM
    610 EXTERIOR ST
    BRONX,NY10451
    N/A PC GENERAL SUPPORT 1,500
    KIDS FOR KIDS FOUNDATION INC
    5322 AVE N
    BROOKLYN,NY11234
    N/A PC GENERAL SUPPORT 10,000
    MGVP INC
    1876 MANSION HOUSE DR
    BALTIMORE,MD21217
    N/A PC GENERAL SUPPORT 10,000
    OPERATION SMILE INC
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453
    N/A PC GENERAL SUPPORT 10,000
    THE DIAN FOSSEY GORILLA FUND INTERNATIONAL
    800 CHEROKEE AVE SE
    ATLANTA,GA30315
    N/A PC GENERAL SUPPORT 10,000
    NORTH SHORE ANIMAL LEAGUE AMERICA INC
    750 PORT WASHINGTON BLVD STE 1
    PORT WASHINGTON,NY11050
    N/A PC GENERAL SUPPORT 300
    CREATE IN CHINATOWN INC
    150 ELIZABETH ST
    NEW YORK,NY10012
    N/A PC GENERAL SUPPORT 500
    TRUST IN GOD BAPTIST CHURCH
    5 ELIZABETH ST
    NEW YORK,NY10013
    N/A PC GENERAL SUPPORT 500
    WWP INC - WOUNDED WARRIOR PROJECT INC
    370 7TH AVE STE 1802
    NEW YORK,NY10001
    N/A PC GENERAL SUPPORT 250
    ATLANTIC SALMON FEDERATION INC
    15 RANKINE MILL RD
    CHAMCOOK,NEW BRUNSWICKE5B3A9
    CA
    N/A PC GENERAL SUPPORT 1,000
    CENTRAL PARK CONSERVANCY INC
    14 E 60TH ST
    NEW YORK,NY10022
    N/A PC GENERAL SUPPORT 2,000
    CROHNS & COLITIS FOUNDATION OF AMERICA
    733 3RD AVE STE 510
    NEW YORK,NY10017
    N/A PC GENERAL SUPPORT 2,000
    CROHNS AND COLITIS FOUNDATION OF AMERICA
    733 3RD AVE STE 510
    NEW YORK,NY10017
    N/A PC GENERAL SUPPORT 2,000
    FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICT INC
    966 LEXINGTON AVE APT 3E
    NEW YORK,NY10021
    N/A PC GENERAL SUPPORT 1,000
    GARDEN CONSERVANCY INC
    20 NAZARETH WAY
    GARRISON,NY10524
    N/A PC GENERAL SUPPORT 1,000
    HOSPITAL FOR SPECIAL SURGERY FUND INC
    535 E 70TH ST
    NEW YORK,NY10021
    N/A PC GENERAL SUPPORT 38,000
    ISLAND HOUSING TRUST CORPORATION
    21 MECHANIC ST
    VINEYARD HAVEN,MA02568
    N/A PC GENERAL SUPPORT 833
    JUVENILE DIABETES RESEARCH FOUNDATION
    200 VESEY ST 28TH FL
    NEW YORK,NY10281
    N/A PC GENERAL SUPPORT 1,000
    LEWISBORO LAND TRUST INC
    17 MAIN ST
    SOUTH SALEM,NY10590
    N/A PC GENERAL SUPPORT 1,000
    MASTERS SCHOOL
    49 CLINTON AVE
    DOBBS FERRY,NY10522
    N/A PC GENERAL SUPPORT 2,000
    MAYO CLINIC
    200 FIRST ST SW
    ROCHESTER,MN55905
    N/A PC GENERAL SUPPORT 5,000
    MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
    1 CHURCH ST BLDG 65
    NEW YORK,NY10006
    N/A PC GENERAL SUPPORT 1,000
    MOUNT SINAI HOSPITAL
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029
    N/A PC GENERAL SUPPORT 5,000
    NOTICEABILITY INC
    PO BOX 380617
    CAMBRIDGE,MA02138
    N/A PC GENERAL SUPPORT 20,000
    STEPPINGSTONE FOUNDATION INC
    ONE APPLETON ST 4TH FL
    BOSTON,MA02116
    N/A PC GENERAL SUPPORT 1,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028
    N/A PC GENERAL SUPPORT 12,000
    THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC
    383 MAIN AVE
    NORWALK,CT06851
    N/A PC GENERAL SUPPORT 1,000
    TRICKLE UP PROGRAM INC
    104 W 27TH ST STE 12
    NEW YORK,NY10001
    N/A PC GENERAL SUPPORT 2,000
    WILLIAM F BUCKLEY JR PROGRAM AT YALE
    234 CHURCH ST
    NEW HAVEN,CT06510
    N/A PC GENERAL SUPPORT 2,500
    WILLIAM F BUCKLEY JR PROGRAM AT YALE
    234 CHURCH ST
    NEW HAVEN,CT06510
    N/A PC GENERAL SUPPORT 5,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
    N/A PC GENERAL SUPPORT 1,000
    YALE UNIVERSITY ALUMNI FUND
    232 YORK ST
    NEW HAVEN,CT06511
    N/A PC GENERAL SUPPORT 100
    BACKLINE CARE INC
    PO BOX 13511
    PORTLAND,OR97213
    N/A PC GENERAL SUPPORT 10,000
    CONSCIOUS ALLIANCE
    3801 INDUSTRIAL LN
    BROOMFIELD,CO80020
    N/A PC GENERAL SUPPORT 5,000
    DIVINE SHAKTI FOUNDATION
    603 BEDFORDSHIRE RD
    LOUISVILLE,KY40222
    N/A PC GENERAL SUPPORT 10,000
    THE PEOPLE CONCERN
    2116 ARLINGTON AVE STE 100
    LOS ANGELES,CA90018
    N/A PC GENERAL SUPPORT 15,000
    NEW YORK LANDMARKS CONSERVANCY INC
    1 WHITEHALL ST STE 21
    NEW YORK,NY10004
    N/A PC GENERAL SUPPORT 10,000
    BIRCHES SCHOOL INC
    PO BOX 237
    LINCOLN,MA01773
    N/A PC GENERAL SUPPORT 3,500
    CODMAN COMMUNITY FARMS INC
    58 CODMAN RD
    LINCOLN,MA01773
    N/A PC GENERAL SUPPORT 1,500
    COMMUNITY NURSERY SCHOOL INC
    301 CHESTNUT RD
    ROSELLE PARK,NJ07204
    N/A PC GENERAL SUPPORT 2,500
    READING LEAGUE
    103 WYOMING ST
    SYRACUSE,NY13204
    N/A PC GENERAL SUPPORT 1,500
    Total .................................bullet 3a 1,638,233
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   260      
    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 ............
        18 608,343  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 260 1,484,703 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,484,963
    (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 InvestmentsCorpBondsSchedule
    Name:
    AC ISRAEL FOUNDATION INC
    EIN:
    51-6021414
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 2,343,761 2,343,761

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    AC ISRAEL FOUNDATION INC
    EIN:
    51-6021414
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 14,020,351 14,020,351

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    AC ISRAEL FOUNDATION INC
    EIN:
    51-6021414
    US Government Securities - End of Year Book Value:

    6,844,437
    US Government Securities - End of Year Fair Market Value:

    6,844,437
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    AC ISRAEL FOUNDATION INC
    EIN:
    51-6021414
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS - PARTNERSHIPS AT COST 16,190,250 16,190,250

    TY 2021 OtherAssetsSchedule
    Name:
    AC ISRAEL FOUNDATION INC
    EIN:
    51-6021414
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID TAXES   12,353 12,353


    TY 2021 OtherExpensesSchedule
    Name:
    AC ISRAEL FOUNDATION INC
    EIN:
    51-6021414
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 53,891 53,891   0
    PROFESSIONAL FEES 51,631 51,631   0
    FILING FEES 310 310   0
    INVESTMENT EXPENSES - K-1 PORTFOLIO 65,653 65,653   0
    MISCELLANEOUS FEES 138 138   0
    NONDEDUCTIBLE EXPENSES 361 0   0
    ARCLIGHT ENERGY PARTNERS FUND VII LP 6 6   0
    HEALTHCARE ROYALTY PTRS 144,940 144,940   0


    TY 2021 OtherIncomeSchedule2
    Name:
    AC ISRAEL FOUNDATION INC
    EIN:
    51-6021414
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AG NET LEASE REALTY FUND III 3,611 3,611 3,611
    HEALTHCARE ROYALTY PTRS 22,784 22,784 22,784
    ROYALTY INC-HEALTHCARE ROYALTY PTRS 133,599 133,599 133,599
    AG NET LEASE REALTY FUND IV 3,906 3,906 3,906
    ARCLIGHT ENERGY PARTNERS FUND VII [ESTIMATE] -17,609 -17,609 -17,609
    JPM #9006 (FIXED) 5,798 5,798 5,798
    CAPITALSPRING INV PARTNERS V PARALLEL III LP 56,769 56,769 56,769


    TY 2021 OtherIncreasesSchedule
    Name:
    AC ISRAEL FOUNDATION INC
    EIN:
    51-6021414
    Description Amount
    UNREALIZED GAIN ON PARTNERSHIPS 4,174,596


    TY 2021 TaxesSchedule
    Name:
    AC ISRAEL FOUNDATION INC
    EIN:
    51-6021414
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 15,769 0   0
    STATE TAXES 825 0   0