Form990-PF
Click to see attachment
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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
THEODORE L CROSS
FAMILY CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)185 MERRICK ROAD 2B
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LYNBROOK, NY11563
A Employer identification number

04-3254361
B Telephone number (see instructions)

(516) 478-6000
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$23,278,589J 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 86 86 86
4 Dividends and interest from securities... 252,376 252,376 252,376
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,386,560
b Gross sales price for all assets on line 6a 3,275,851
7 Capital gain net income (from Part IV, line 2)... 1,386,560
8 Net short-term capital gain......... 115,745
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).......      
12 Total. Add lines 1 through 11........ 1,639,022 1,639,022 368,207
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).... Click to see attachment 87,747 87,747    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 23,627 2,093    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 3,112     2,989
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,486 89,840   2,989
25 Contributions, gifts, grants paid....... 1,240,000 1,240,000
26 Total expenses and disbursements. Add lines 24 and 25 1,354,486 89,840   1,242,989
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 284,536
b Net investment income (if negative, enter -0-) 1,549,182
c Adjusted net income (if negative, enter -0-)... 368,207
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 401,650 1,084,343 1,084,343
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 11,744 -4,790  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,088,850 Click to see attachment9,974,569 15,248,582
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).......... 3,850,000 Click to see attachment3,582,658 6,945,664
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,352,244 14,636,780 23,278,589
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
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 14,352,244 14,636,780
29 Total net assets or fund balances (see instructions)..... 14,352,244 14,636,780
30 Total liabilities and net assets/fund balances (see instructions). 14,352,244 14,636,780
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
14,352,244
2
Enter amount from Part I, line 27a .....................
2
284,536
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
14,636,780
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,636,780
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 1 ALPHABET INC-CL C P 2020-08-13 2021-10-01
b 1 ALPHABET INC-CL C P 2020-08-20 2021-10-01
c 1 ALPHABET INC-CL C P 2020-11-25 2021-09-23
d 2 ALPHABET INC-CL C P 2020-11-25 2021-05-12
e 25 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2019-01-14 2021-12-27
75 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2019-01-18 2021-12-27
15 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2020-03-05 2021-12-27
425 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2012-03-20 2021-12-27
50 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2012-03-28 2021-12-27
50 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2012-03-30 2021-12-27
45 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2020-07-10 2021-12-27
20 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2018-05-04 2021-12-27
11 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2018-06-12 2021-12-27
15 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2018-10-17 2021-12-27
25 ANHEUSER BUSCH INBEV SA/NV ISIN BE0974293251 SEDOL BYYHL23 P 2018-06-12 2021-01-29
6 BERKSHIRE HATHAWAY INC-CL B P 2012-03-20 2021-01-29
644.67 EURO PRINCIPAL CURRENCY P 2021-11-24 2021-11-30
1.72 EURO PRINCIPAL CURRENCY P 2021-11-24 2021-11-30
255.85 EURO PRINCIPAL CURRENCY P 2021-05-06 2021-08-24
641.41 EURO PRINCIPAL CURRENCY P 2021-05-06 2021-05-06
19 JPMORGAN CHASE & CO P 2020-03-13 2021-10-01
20 JPMORGAN CHASE & CO P 2020-03-13 2021-09-23
17 JPMORGAN CHASE & CO P 2020-03-13 2021-08-26
28 JPMORGAN CHASE & CO P 2020-03-13 2021-06-23
10 JPMORGAN CHASE & CO P 2020-08-13 2021-05-12
9 JPMORGAN CHASE & CO P 2020-03-13 2021-05-12
30 JPMORGAN CHASE & CO P 2020-08-13 2021-03-16
25 JPMORGAN CHASE & CO P 2020-08-13 2021-03-15
5 MARTIN MARIETTA MATERIALS P 2012-03-20 2021-01-29
8 MASTERCARD INC - A P 2012-03-20 2021-09-23
12 MASTERCARD INC - A P 2012-03-20 2021-09-17
11 MASTERCARD INC - A P 2012-03-20 2021-07-15
11 MASTERCARD INC - A P 2012-03-20 2021-05-12
10 MASTERCARD INC - A P 2012-03-20 2021-03-09
6 MASTERCARD INC - A P 2012-03-20 2021-02-25
11 MASTERCARD INC - A P 2012-03-20 2021-02-11
4 MASTERCARD INC - A P 2012-03-20 2021-02-04
4 MASTERCARD INC - A P 2012-03-20 2021-02-02
7 MASTERCARD INC - A P 2012-03-20 2021-02-01
11 MASTERCARD INC - A P 2012-03-20 2021-01-28
21 MASTERCARD INC - A P 2012-03-20 2021-01-20
13 MASTERCARD INC - A P 2012-03-20 2021-01-04
13 NESTLE SA-SPONS ADR P 2012-03-20 2021-01-29
14 PERNOD RICARD SA ISIN FR0000120693 SEDOL 4682329 P 2012-03-28 2021-10-01
1 PERNOD RICARD SA ISIN FR0000120693 SEDOL 4682329 P 2020-03-05 2021-03-10
15 PERNOD RICARD SA ISIN FR0000120693 SEDOL 4682329 P 2012-03-28 2021-03-10
20 PERNOD RICARD SA ISIN FR0000120693 SEDOL 4682329 P 2020-03-05 2021-02-01
35 PHILIP MORRIS INTERNATIONAL P 2012-03-28 2021-10-01
32 PHILIP MORRIS INTERNATIONAL P 2012-03-28 2021-09-23
117.25 POUND STERLING P 2021-09-21 2021-09-23
1219.4 SWISS FRANC P 2021-09-24 2021-09-27
2 UNILEVER PLC-SPONSORED ADR P 2020-05-22 2021-10-08
3 UNILEVER PLC-SPONSORED ADR P 2013-01-16 2021-10-08
10 UNILEVER PLC-SPONSORED ADR P 2014-11-19 2021-10-08
30 UNILEVER PLC-SPONSORED ADR P 2020-05-21 2021-10-01
39 UNILEVER PLC-SPONSORED ADR P 2020-05-22 2021-10-01
21 UNILEVER PLC-SPONSORED ADR P 2020-02-05 2021-10-01
55 UNILEVER PLC-SPONSORED ADR P 2020-02-05 2021-03-10
36 ADOBE INC P 2015-07-27 2021-12-15
12 ADOBE INC P 2015-07-27 2021-12-09
22 ADOBE INC P 2015-07-28 2021-12-09
15 ADOBE INC P 2021-03-26 2021-09-28
22 ADOBE INC P 2015-07-28 2021-09-28
80 ALIBABA GROUP HOLDING-SP ADR P 2015-10-27 2021-08-20
55 ALIBABA GROUP HOLDING-SP ADR P 2014-09-23 2021-08-20
80 ALIBABA GROUP HOLDING-SP ADR P 2014-09-24 2021-08-20
60 ALIBABA GROUP HOLDING-SP ADR P 2015-08-14 2021-08-20
25 ALIBABA GROUP HOLDING-SP ADR P 2014-09-23 2021-08-19
99 ALIBABA GROUP HOLDING-SP ADR P 2015-05-07 2021-08-19
50 ALIBABA GROUP HOLDING-SP ADR P 2015-05-15 2021-07-26
41 ALIBABA GROUP HOLDING-SP ADR P 2020-12-29 2021-07-26
30 ALIBABA GROUP HOLDING-SP ADR P 2014-09-29 2021-07-26
16 ALIBABA GROUP HOLDING-SP ADR P 2015-05-07 2021-07-26
3 ALPHABET INC-CL A P 2018-07-24 2021-09-28
5 ALPHABET INC-CL A P 2019-04-25 2021-09-28
6 AON PLC-CLASS A P 2020-04-17 2021-11-03
33 AON PLC-CLASS A P 2020-06-25 2021-11-03
5 AON PLC-CLASS A P 2020-06-26 2021-11-03
5 AUTOMATIC DATA PROCESSING P 2018-11-21 2021-04-07
36 AUTOMATIC DATA PROCESSING P 2018-11-01 2021-04-07
24 BURLINGTON STORES INC P 2018-10-17 2021-06-01
1 BURLINGTON STORES INC P 2018-10-17 2021-05-04
12 BURLINGTON STORES INC P 2018-09-25 2021-05-04
12 BURLINGTON STORES INC P 2018-09-25 2021-05-03
10 BURLINGTON STORES INC P 2018-09-25 2021-04-30
10 BURLINGTON STORES INC P 2018-09-25 2021-04-28
19 BURLINGTON STORES INC P 2018-10-16 2021-04-28
13 BURLINGTON STORES INC P 2018-11-28 2021-04-27
6 BURLINGTON STORES INC P 2018-10-16 2021-04-27
11 BURLINGTON STORES INC P 2018-11-28 2021-04-15
14 BURLINGTON STORES INC P 2018-09-26 2021-04-15
15 BURLINGTON STORES INC P 2018-09-26 2021-03-08
5 BURLINGTON STORES INC P 2020-08-05 2021-03-08
18 BURLINGTON STORES INC P 2020-08-05 2021-03-05
13 EPAM SYSTEMS INC P 2019-01-14 2021-09-30
13 EPAM SYSTEMS INC P 2019-01-14 2021-09-29
3 EPAM SYSTEMS INC P 2019-01-11 2021-09-28
6 EPAM SYSTEMS INC P 2019-01-14 2021-09-28
8 EPAM SYSTEMS INC P 2019-01-11 2021-09-02
8 EPAM SYSTEMS INC P 2019-01-11 2021-09-01
8 EPAM SYSTEMS INC P 2019-01-15 2021-08-31
4 EPAM SYSTEMS INC P 2019-01-16 2021-07-22
4 EPAM SYSTEMS INC P 2019-01-15 2021-07-22
8 EPAM SYSTEMS INC P 2019-01-16 2021-07-21
11 EPAM SYSTEMS INC P 2019-01-16 2021-06-01
2 EPAM SYSTEMS INC P 2019-01-18 2021-06-01
11 EPAM SYSTEMS INC P 2019-01-18 2021-05-04
11 EPAM SYSTEMS INC P 2019-01-18 2021-05-03
1 EPAM SYSTEMS INC P 2019-02-07 2021-05-03
11 EPAM SYSTEMS INC P 2019-02-07 2021-04-30
7 EPAM SYSTEMS INC P 2019-02-06 2021-04-29
4 EPAM SYSTEMS INC P 2019-02-07 2021-04-29
6 EPAM SYSTEMS INC P 2020-03-16 2021-04-28
7 EPAM SYSTEMS INC P 2019-02-06 2021-04-28
7 EPAM SYSTEMS INC P 2019-09-11 2021-04-27
4 EPAM SYSTEMS INC P 2020-03-16 2021-04-27
9 EPAM SYSTEMS INC P 2019-09-11 2021-04-26
37 FORTINET INC P 2020-11-23 2021-09-29
5 FORTINET INC P 2020-11-24 2021-09-29
25 FORTINET INC P 2020-11-24 2021-09-28
24 FORTINET INC P 2020-11-20 2021-08-31
4 FORTINET INC P 2020-11-24 2021-08-31
10 FORTINET INC P 2020-11-25 2021-08-11
13 FORTINET INC P 2020-11-20 2021-08-11
16 FORTINET INC P 2020-11-25 2021-07-22
17 FORTINET INC P 2020-11-30 2021-07-22
24 FORTINET INC P 2020-11-30 2021-07-21
68 GODADDY INC - CLASS A P 2020-07-09 2021-03-30
41 GODADDY INC - CLASS A P 2020-06-25 2021-03-29
8 GODADDY INC - CLASS A P 2020-07-09 2021-03-29
24 GODADDY INC - CLASS A P 2020-08-07 2021-03-29
72 GODADDY INC - CLASS A P 2020-08-07 2021-03-26
23 GODADDY INC - CLASS A P 2020-06-24 2021-03-26
28 GODADDY INC - CLASS A P 2020-06-22 2021-03-19
22 GODADDY INC - CLASS A P 2020-06-24 2021-03-19
64 GODADDY INC - CLASS A P 2020-06-22 2021-03-15
15 GODADDY INC - CLASS A P 2020-06-22 2021-03-12
47 GODADDY INC - CLASS A P 2020-06-23 2021-03-12
4 INTUIT INC P 2018-03-05 2021-12-15
6 INTUIT INC P 2019-12-13 2021-12-15
6 INTUIT INC P 2018-11-20 2021-12-15
2 INTUIT INC P 2020-03-10 2021-09-28
12 INTUIT INC P 2019-12-13 2021-09-28
17 INTUIT INC P 2020-02-28 2021-09-28
3 NETFLIX INC P 2021-08-23 2021-12-15
15 NETFLIX INC P 2021-08-31 2021-12-15
3 NVIDIA CORP P 2021-06-02 2021-12-15
36 NVIDIA CORP P 2021-05-03 2021-12-15
5 NVIDIA CORP P 2021-06-02 2021-09-28
12 PAYPAL HOLDINGS INC P 2018-10-18 2021-09-28
70 PAYPAL HOLDINGS INC P 2018-10-05 2021-09-28
713 SIRIUS XM HOLDINGS INC P 2019-03-25 2021-08-13
823 SIRIUS XM HOLDINGS INC P 2019-04-01 2021-08-13
901 SIRIUS XM HOLDINGS INC P 2019-03-22 2021-08-12
139 SIRIUS XM HOLDINGS INC P 2019-04-01 2021-08-12
4 SIRIUS XM HOLDINGS INC P 2019-05-01 2021-08-12
55 SIRIUS XM HOLDINGS INC P 2020-10-08 2021-08-11
987 SIRIUS XM HOLDINGS INC P 2019-05-01 2021-08-11
1033 SIRIUS XM HOLDINGS INC P 2020-10-08 2021-08-10
561 SIRIUS XM HOLDINGS INC P 2020-10-08 2021-08-09
659 SIRIUS XM HOLDINGS INC P 2019-03-20 2021-08-09
156 SIRIUS XM HOLDINGS INC P 2020-12-08 2021-08-09
399 SIRIUS XM HOLDINGS INC P 2020-12-09 2021-08-09
948 SIRIUS XM HOLDINGS INC P 2020-12-08 2021-03-08
944 SIRIUS XM HOLDINGS INC P 2020-12-08 2021-03-05
320 SIRIUS XM HOLDINGS INC P 2020-12-08 2021-01-27
1269 TENCENT HOLDINGS LTD-UNS ADR P 2012-03-16 2021-08-03
328 TENCENT HOLDINGS LTD-UNS ADR P 2012-03-16 2021-07-26
98 TENCENT HOLDINGS LTD-UNS ADR P 2021-04-07 2021-07-26
3 TENCENT HOLDINGS LTD-UNS ADR P 2012-03-16 2021-02-03
112 TENCENT HOLDINGS LTD-UNS ADR P 2018-11-14 2021-02-03
5 UNITEDHEALTH GROUP INC P 2020-06-23 2021-06-22
21 UNITEDHEALTH GROUP INC P 2021-04-15 2021-06-22
10 ZOETIS INC P 2016-02-17 2021-07-28
22 ZOETIS INC P 2016-02-17 2021-07-22
21 ZOETIS INC P 2016-02-17 2021-07-21
509.647 DODGE & COX INTL STCK P 2013-10-28 2021-07-26
2291.476 DODGE & COX INTL STCK P 2014-03-05 2021-07-26
5535.684 DODGE & COX INTL STCK P 2015-05-27 2021-07-26
9113.328 FPA CRESCENT FUND-INV P 2013-03-14 2021-07-26
6283.38 FPA CRESCENT FUND-INV P 2016-07-26 2021-07-26
15876.644 GQG PART EMERG MKTS EQ-INST P 2018-07-11 2021-10-29
752.702 GQG PART EMERG MKTS EQ-INST P 2019-12-31 2021-10-29
158.567 GQG PART EMERG MKTS EQ-INST P 2020-12-31 2021-10-29
50 VANGUARD FTSE EMERGING MARKE P 2013-02-27 2021-10-29
7850 VANGUARD FTSE EMERGING MARKE P 2021-07-26 2021-10-29
LTCG-GQG Prt P 2001-01-01 2021-12-31
LTCG-VULCAN VALUE PARTNERS P 2001-01-01 2021-12-31
LTCG-DODGE & COX INCOME FUND P 2001-01-01 2021-12-31
LTCG-FIRST EAGLE OVERSEAS P 2001-01-01 2021-12-31
LTCG-FPA CRESCENT FUND P 2001-01-01 2021-12-31
STCG-VULCAN VALUE PARTNERS P 2021-01-01 2021-12-31
STCG-DODGE & COX INCOME FUND P 2021-01-01 2021-12-31
STCG-FIRST EAGLE OVERSEAS FUND P 2021-01-01 2021-12-31
STCG-FPA CRESCENT FUND P 2021-01-01 2021-12-31
HARVEST INCOME FUND REDEMPTION P 2001-01-01 2021-04-26
FIR TREE REDEMPTION P 2001-01-01 2021-02-18
FIR TREE REDEMPTION P 2001-01-01 2021-04-15
LTCG-JOHNSTON P 2001-01-01 2021-12-31
(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 2,715   1,521 1,194
b 2,715   1,573 1,142
c 2,837   1,771 1,066
d 4,487   3,542 945
e 1,500   1,826 -326
4,499   5,575 -1,076
900   884 16
25,496   30,734 -5,238
2,999   3,617 -618
2,999   3,642 -643
2,700   2,421 279
1,200   1,967 -767
660   1,086 -426
900   1,274 -374
1,563   2,468 -905
1,371   489 882
729   722 7
2   2  
299   308 -9
772   772  
3,165   1,843 1,322
3,224   1,940 1,284
2,748   1,649 1,099
4,243   2,716 1,527
1,573   1,022 551
1,416   873 543
4,592   3,066 1,526
3,873   2,555 1,318
1,443   442 1,001
2,832   336 2,496
4,113   503 3,610
4,280   461 3,819
3,926   461 3,465
3,788   419 3,369
2,139   252 1,887
3,759   461 3,298
1,362   168 1,194
1,340   168 1,172
2,239   294 1,945
3,579   461 3,118
7,059   881 6,178
4,557   545 4,012
1,460   809 651
3,053   1,482 1,571
189   172 17
2,840   1,588 1,252
3,742   3,430 312
3,348   3,044 304
3,247   2,783 464
161   160 1
1,315   1,318 -3
105   96 9
158   117 41
527   398 129
1,624   1,455 169
2,111   1,870 241
1,137   1,249 -112
3,013   3,272 -259
21,986   2,884 19,102
7,658   961 6,697
14,039   1,773 12,266
8,781   6,853 1,928
12,879   1,773 11,106
12,680   6,443 6,237
8,718   4,861 3,857
12,680   7,048 5,632
9,510   4,497 5,013
4,077   2,209 1,868
16,145   8,770 7,375
9,753   4,432 5,321
7,998   9,699 -1,701
5,852   2,662 3,190
3,121   1,417 1,704
8,174   3,794 4,380
13,623   6,331 7,292
1,780   1,148 632
9,790   6,317 3,473
1,483   967 516
935   709 226
6,729   5,075 1,654
7,552   3,788 3,764
322   158 164
3,865   1,919 1,946
3,911   1,919 1,992
3,246   1,599 1,647
3,213   1,599 1,614
6,105   3,069 3,036
4,220   2,141 2,079
1,948   969 979
3,568   1,811 1,757
4,541   2,312 2,229
4,389   2,478 1,911
1,463   919 544
5,031   3,307 1,724
7,452   1,690 5,762
7,424   1,690 5,734
1,714   391 1,323
3,429   780 2,649
5,063   1,042 4,021
5,055   1,042 4,013
5,053   1,064 3,989
2,202   540 1,662
2,202   532 1,670
4,370   1,080 3,290
5,244   1,485 3,759
953   278 675
5,029   1,528 3,501
5,055   1,528 3,527
460   144 316
5,034   1,583 3,451
3,211   1,016 2,195
1,835   576 1,259
2,757   1,020 1,737
3,217   1,016 2,201
3,206   1,279 1,927
1,832   680 1,152
4,126   1,644 2,482
10,743   4,333 6,410
1,452   592 860
7,272   2,962 4,310
7,556   2,852 4,704
1,259   474 785
2,976   1,204 1,772
3,869   1,545 2,324
4,314   1,927 2,387
4,583   2,086 2,497
6,342   2,944 3,398
5,194   4,754 440
3,125   3,077 48
610   559 51
1,829   1,860 -31
5,519   5,580 -61
1,763   1,788 -25
2,069   2,301 -232
1,625   1,710 -85
4,691   5,259 -568
1,091   1,233 -142
3,418   3,927 -509
2,525   682 1,843
3,787   1,551 2,236
3,787   1,168 2,619
1,099   529 570
6,597   3,102 3,495
9,345   4,443 4,902
1,765   1,651 114
8,825   8,494 331
854   501 353
10,251   5,421 4,830
1,052   835 217
3,173   935 2,238
18,511   5,850 12,661
4,305   4,085 220
4,969   4,781 188
5,468   5,268 200
844   807 37
24   24  
336   326 10
6,031   5,812 219
6,355   6,123 232
3,530   3,325 205
4,146   3,952 194
982   1,033 -51
2,510   2,600 -90
5,617   6,279 -662
5,537   6,253 -716
2,354   2,120 234
70,370   7,097 63,273
20,213   1,834 18,379
6,039   7,647 -1,608
283   17 266
10,572   4,137 6,435
1,994   1,475 519
8,376   8,161 215
2,022   416 1,606
4,401   915 3,486
4,158   874 3,284
24,453   21,614 2,839
109,945   100,000 9,945
265,602   252,427 13,175
360,159   275,405 84,754
248,319   200,000 48,319
283,716   197,029 86,687
13,451   10,131 3,320
2,834   2,840 -6
2,528   2,190 338
396,855   400,973 -4,118
12,430     12,430
136,726     136,726
28,182     28,182
27,476     27,476
11,298     11,298
63,201     63,201
11,717     11,717
2,294     2,294
1,982     1,982
3,277     3,277
420     420
492     492
435,876     435,876
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       1,194
b       1,142
c       1,066
d       945
e       -326
      -1,076
      16
      -5,238
      -618
      -643
      279
      -767
      -426
      -374
      -905
      882
      7
       
      -9
       
      1,322
      1,284
      1,099
      1,527
      551
      543
      1,526
      1,318
      1,001
      2,496
      3,610
      3,819
      3,465
      3,369
      1,887
      3,298
      1,194
      1,172
      1,945
      3,118
      6,178
      4,012
      651
      1,571
      17
      1,252
      312
      304
      464
      1
      -3
      9
      41
      129
      169
      241
      -112
      -259
      19,102
      6,697
      12,266
      1,928
      11,106
      6,237
      3,857
      5,632
      5,013
      1,868
      7,375
      5,321
      -1,701
      3,190
      1,704
      4,380
      7,292
      632
      3,473
      516
      226
      1,654
      3,764
      164
      1,946
      1,992
      1,647
      1,614
      3,036
      2,079
      979
      1,757
      2,229
      1,911
      544
      1,724
      5,762
      5,734
      1,323
      2,649
      4,021
      4,013
      3,989
      1,662
      1,670
      3,290
      3,759
      675
      3,501
      3,527
      316
      3,451
      2,195
      1,259
      1,737
      2,201
      1,927
      1,152
      2,482
      6,410
      860
      4,310
      4,704
      785
      1,772
      2,324
      2,387
      2,497
      3,398
      440
      48
      51
      -31
      -61
      -25
      -232
      -85
      -568
      -142
      -509
      1,843
      2,236
      2,619
      570
      3,495
      4,902
      114
      331
      353
      4,830
      217
      2,238
      12,661
      220
      188
      200
      37
       
      10
      219
      232
      205
      194
      -51
      -90
      -662
      -716
      234
      63,273
      18,379
      -1,608
      266
      6,435
      519
      215
      1,606
      3,486
      3,284
      2,839
      9,945
      13,175
      84,754
      48,319
      86,687
      3,320
      -6
      338
      -4,118
      12,430
      136,726
      28,182
      27,476
      11,298
      63,201
      11,717
      2,294
      1,982
      3,277
      420
      492
      435,876
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 1,386,560
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 3 115,745
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  
3 Add lines 1 and 2........................... 3 21,534
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,534
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 11,744
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,744
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 210
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet210 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletNJ
    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 ofbulletJOHN W HALLORAN CPA Telephone no.bullet (516) 478-6000

    Located atbullet185 MERRICK ROAD SUITE 2BLYNBROOKNY ZIP+4bullet11563
    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
     
    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
    AMANDA B CROSS Trustee
    5.00     		0    
    C/O FOUNDATION ADDRESS
    LYNBROOK,NY11563
    LISA W POWNALL-GRAY Trustee
    5.00     		0    
    C/O FOUNDATION ADDRESS
    LYNBROOK,NY11563
    ADRIENNE CANNELLA Trustee
    5.00     		0    
    C/O FOUNDATION ADDRESS
    LYNBROOK,NY11563
    JOHN W HALLORAN TRUSTEE
    5.00     		0    
    C/O FOUNDATION ADDRESS
    LYNBROOK,NY11563
    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  
    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.............bullet  
    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.........................bullet  
    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
    13,282,972
    b
    Average of monthly cash balances.......................
    1b
    683,537
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,481,115
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,447,624
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    21,447,624
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    321,714
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    21,125,910
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,056,296
    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
    1,056,296
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    21,534
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    21,534
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,034,762
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,034,762
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,034,762
    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 1,034,762
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 633,544
    b Total for prior years:20, 20, 20  
    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 ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,242,989
    a Applied to 2020, but not more than line 2a 633,544
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 609,445
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		425,317
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    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
    ACLU FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10005     		NONE N/A GENERAL PURPOSES 50,000
    BRENNAN CENTER FOR JUSTICE AT NYU
    120 BROADWAY SUITE 1750
    NEW YORK,NY10271     		NONE N/A GENERAL PURPOSES 50,000
    DING DARLING SOCIETY
    PO BOX 565
    SANIBEL,FL33957     		NONE N/A GENERAL PURPOSES 50,000
    FISH FRIENDS IN SERVICE HERE
    2430-B PERIWINKLE WAY UNIT B
    SANIBEL,FL33957     		NONE N/A GENERAL PURPOSES 35,000
    CLUB HOUSE INTERNATIONAL
    845 THIRD AVENUE - 6TH FL
    NEW YORK,NY10022     		NONE N/A GENERAL PURPOSES 50,000
    HARRY CHAPIN FOOD BANK
    3760 FOWLER ST
    FORT MYERS,FL33901     		NONE N/A GENERAL PURPOSES 50,000
    NANTUCKET CONSERVATION FOUNDATION
    118 CLIFF ROAD
    NANTUCKET,MA02554     		NONE N/A GENERAL PURPOSES 10,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVENUE 34TH FL
    NEW YORK,NY10118     		NONE N/A GENERAL PURPOSES 10,000
    LONG ISLAND CARES
    10 DAVIDS DRIVE
    HAUPPAUGE,NY11788     		NONE N/A General Purpose 50,000
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON ST
    WATERTOWN,MA02472     		NONE N/A General Purpose 25,000
    PLANNED PARENTHOOD FEDERATION
    123 WILLIAM STREET 10TH FLOOR
    NEW YORK,NY10038     		NONE N/A General Purpose 75,000
    PREP FOR PREP
    328 WEST 71ST ST
    NEW YORK,NY10023     		NONE N/A General Purpose 25,000
    MASS GENERAL HOSPITAL DEVELOPMENT
    125 NASHUA STREET SUITE 540
    BOSTON,MA02114     		NONE N/A General Purpose 25,000
    NANTUCKET COTTAGE HOSPITAL
    57 PROSPECT ST
    NANTUCKET,MA02554     		NONE N/A General Purpose 10,000
    NANTUCKET HISTORICAL ASSOCIATION
    PO BOX 1016
    NANTUCKET,MA02554     		NONE N/A General Purpose 50,000
    OUR LADY OF THE SNOWS RC CHURCH
    258-15 80TH AVE
    FLORAL PARK,NY11004     		NONE N/A General Purpose 5,000
    COMMACK VOLUNTEER AMBULANCE CORPS
    200 BURR ROAD
    COMMACK,NY11725     		NONE N/A GENERAL 25,000
    LEE HEALTH FOUNDATION
    9800 SOUTH SUITE 405
    FORT MYERS,FL33908     		NONE N/A GENERAL 25,000
    PROJECT HORSESHOE FARM
    1202 MAIN STREET
    GREENSBORO,AL36744     		NONE N/A GENERAL 60,000
    RADCLIFF INSTITUTE
    10 GARDEN ST
    CAMBRIDGE,MA02138     		NONE N/A GENERAL 25,000
    THE ALI FORNEY CENTER
    224 WEST 35TH STREET STE 1500
    NEW YORK,NY10001     		NONE N/A GENERAL 15,000
    ARCHBISHOP MOLLOY HIGH SCHOOL
    83-53 MANTON STREET
    BRIARWOOD,NY11435     		NONE N/A GENERAL 50,000
    PALLIATIVE SUPPORTIVE CARE OF NANTU
    57 PROSPECT STREET
    NANTUCKET,MA02554     		NONE N/A GENERAL 25,000
    UNIVERSITY OF CONNECTICUT INC
    2390 ALUMNI DRIVE UNIT 3206
    STORRS,CT06269     		NONE N/A GENERAL 20,000
    ACCESS YOUTH ACADEMY
    704 EUCLID AVENUE
    SAN DIEGO,CA92114     		NONE N/A GENERAL 20,000
    NATIONAL ALLIANCE OF MENTAL ILLNESS
    4301 WILSON BOULEVARD SUITE 300
    ARLINGTON,VA22203     		NONE N/A GENERAL 25,000
    THE CATHOLIC FUND FOR BROOKLYN QUEE
    243 PROSPECT PARK WEST
    BROOKLYN,NY11215     		NONE N/A GENERAL 20,000
    CHILD FIRST
    100 EAST AVENUE
    NORWALK,CT06851     		NONE N/A GENERAL 40,000
    GLEN OAKS VOLUNTEER AMBULANCE CORPS
    257-02 UNION TURNPIKE
    GLEN OAKS,NY11004     		NONE N/A GENERAL 5,000
    FOUNDATION FOR NATIONAL PROGRESS
    222 SUTTER STREET - STE 600
    SAN FRANCISCO,CA94108     		NONE N/A GENERAL 15,000
    GUTTMACHER INSTITUTE
    125 MAIDEN LANE 7TH FLOOR
    NEW YORK,NY10038     		NONE N/A GENERAL 15,000
    LEAGUE WOMEN VOTERS
    1233 20TH STREET NW SUITE 500
    WASHINGTON,DC20036     		NONE N/A GENERAL 50,000
    PROPUBLICA
    155 AVENUE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		NONE N/A GENERAL 25,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		NONE N/A GENERAL 25,000
    GUADALUPE CENTER
    509 HOPE CIRCLE
    IMMOKALEE,FL34142     		NONE N/A GENERAL 20,000
    NAACP LEGAL DEFENSE AND EDUCATIONAL
    40 RECTOR STREET 5TH FLOOR
    NEW YORK,NY10006     		NONE N/A GENERAL 25,000
    THE FOUNDATION FOR CITY COLLEGE
    160 CONVENT AVE SHEPARD HALL RM 154
    NEW YORK,NY10031     		NONE N/A GENERAL 40,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVENUE NW 6TH FL
    WASHINGTON,DC20001     		NONE N/A GENERAL 25,000
    NATIONAL RESOURCE DEFENSE COUNCIL
    40 WEST 20TH STREET 11TH FL
    NEW YORK,NY10001     		NONE N/A GENERAL 15,000
    COMMUNITY FOUNDATION FOR NANTUCKET
    PO BOX 204
    NANTUCKET,MA02554     		NONE N/A GENERAL 15,000
    NAPLES CHILDREN AND EDUCATION FOUND
    2590 GOODLETTER FRANK ROAD
    NAPLES,FL34105     		NONE N/A GENERAL 15,000
    REWIRE NEWS GROUP
    1765 GREENSBORO STATION PLACE
    MCLEAN,VA22102     		NONE N/A GENERAL 5,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVENUE NW 6TH FL
    WASHINGTON,DC20001     		NONE N/A GENERAL 25,000
    Total .................................bullet 3a 1,240,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 86  
    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 ............     		        1,386,560
    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) ..   252,462 1,386,560
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,639,022
    (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: 21013475
    Software Version: 2021v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THEODORE L CROSS
     
    FAMILY CHARITABLE FOUNDATION
    EIN:
    04-3254361
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    100 SH BANK UTICA NY (2300) 26,400 45,200
    894 SH BERKSHIRE HATHAWAY INC (2300) 72,817 267,306
    600 SH BROWN FORMAN CORP CLASS A (2300) 12,485 40,674
    1,203 SH HEINEKEN HOLDING N V (2300) 62,139 111,017
    490 SH PERNOD-RICARD SA (2300) 51,517 117,854
    58 SH ALPHABET INC CL C(2300) 72,500 167,828
    0 SH FPA CRESCENT    
    5114.296 SH VANGUARD 500 INDEX FUND 696,491 2,249,421
    50,976.606 SH FIRST EAGLE OVERSEAS FUND 1,100,000 1,321,823
    12,405 SH VANGUARD FTSE EMERGING 523,297 613,551
    414 SH VISA INC CL A 12,089 89,718
    52 SH AMAZON.COM INC 106,956 173,386
    0 SH BURLINGTON STORES INC    
    136 SH INTUIT INC 22,923 87,478
    51,040.256 GQG PART EMERG MKTS EQ-INST 641,448 860,539
    845 SH COMCAST CORP-CLASS A(2300) 17,728 42,529
    157 SH MARTIN MARIETTA MATERIALS 21,219 69,162
    435 SH MASTERCARD INC-CLASS A(2300) 18,248 156,304
    1,110 SH PHILIP MORRIS INTERNATIONAL 94,975 105,450
    0 SH ANHEUSER BUSCH INBEV SA/NV(2300)    
    938 SH CIE FINANCIERE RICHEMON-REG 59,518 140,585
    1,312 SH NESTLE SA-SPONS ADR 81,628 184,165
    1,362 SH UNILEVER N V -NY SHARES 46,797 73,262
    177 SH ADOBE INC 13,920 100,370
    79 SH ALPHABET INC/CA-CL A 36,562 228,866
    206 SH AUTOMATIC DATA PROCESSING 27,857 50,795
    497 SH META PLATFORMS INC 52,752 167,166
    808 SH MICROSOFT CORP 56,044 271,747
    570 SH MONSTER BEVERAGE CORP 33,654 54,743
    563 SH PAYPAL HOLDINGS INC 39,508 106,171
    177 SH ZOETIS INC 7,365 43,193
    0 SH ALIBABA GROUP HOLDING-SP ADR    
    0 SH TENCENT HOLDINGS LTD-UNS ADR    
    62,143.928 VULCAN VALUE PARTNERS FD 964,344 1,764,888
    26,278.723 SH DODGE & COX INTL STOCK FD 879,090 1,242,721
    198,598.71 DODGE & COX INCOME FD 3,310,298 3,377,319
    1,011 SH BOSTON SCIENTIFIC 38,632 42,947
    0 SH EPAM SYSTEMS INC    
    328 SH GLOBAL PAYMENTS INC 51,049 44,339
    369 SH NEUUROCRINE BIOSCIENCES 33,471 31,428
    0 SH SIRIUS XM HOLDINGS    
    12 SH CABLE ONE INC (2300) 24,418 21,161
    417 SH JP MORGAN CHASE (2300) 37,494 66,032
    0 SH FORTINET INC    
    0 SH GODADDY INC CL A    
    92 SH MASTERCARD INC CL A 31,755 33,057
    106 SH UNITEDHEALTH GROUP INC 31,001 53,227
    131 SH AON PLC INC CL A 24,493 39,373
    1876 WTS CIE FINANCIERE RICH   2,053
    348 SH FISERV INC 38,018 36,119
    213 SH FLEETCOR TECH INC 54,537 47,678
    1,056 SH KEURIG DR PEPPER INC 36,411 38,924
    165 SH NETFLIX INC 85,622 99,403
    280 SH NVIDIA CORP 36,534 82,351
    1,574 SH SCHWAB (CHARLES) CORP 119,467 132,373
    209 SH UNITED PARCEL SERVICE 42,622 44,797
    144 SH LINDE PLC 45,233 49,886
    335 SH ASHTEAD GROUP PLC 17,422 26,961
    263 SH ALIBABA GROUP 63,821 31,242

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THEODORE L CROSS
     
    FAMILY CHARITABLE FOUNDATION
    EIN:
    04-3254361
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    JOHNSTON INTERNATIONAL EQUITY AT COST 482,658 1,391,579
    THE WEATHERLOW OFFSHORE FUND I AT COST 1,600,000 3,091,079
    NYES LEDGE CAPITAL OFFSHORE FUND LTD AT COST 1,500,000 2,463,006

    TY 2021 OtherExpensesSchedule
    Name:
    THEODORE L CROSS
     
    FAMILY CHARITABLE FOUNDATION
    EIN:
    04-3254361
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEPOSITORY FEE 123      
    INSURANCE 1,223     1,223
    MISC EXP 1,766     1,766


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THEODORE L CROSS
     
    FAMILY CHARITABLE FOUNDATION
    EIN:
    04-3254361
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 87,747 87,747 0 0


    TY 2021 TaxesSchedule
    Name:
    THEODORE L CROSS
     
    FAMILY CHARITABLE FOUNDATION
    EIN:
    04-3254361
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE 21,534      
    FOREIGN TAX 2,093 2,093