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
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
D/B/A THE MORNINGSTAR FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)4550 MONTGOMERY AVENUE 810N
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

52-1270464
B Telephone number (see instructions)

(240) 752-1700
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$552,631,179
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... 7,959,408 7,959,408  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,899,606
b Gross sales price for all assets on line 6a 10,050,643
7 Capital gain net income (from Part IV, line 2)... 9,899,606
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)....... 28,729 17,639  
12 Total. Add lines 1 through 11........ 17,887,743 17,876,653  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 284,851 0   284,851
15 Pension plans, employee benefits....... 80,856 0   80,856
16a Legal fees (attach schedule)......... 24,564 0   24,564
b Accounting fees (attach schedule)....... 44,180 0   44,180
c Other professional fees (attach schedule).... 4,518,410 4,495,732   22,678
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 21,121 0   21,121
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,879,864 1,673,737   206,127
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,853,846 6,169,469   684,377
25 Contributions, gifts, grants paid....... 23,771,758 23,771,758
26 Total expenses and disbursements. Add lines 24 and 25 30,625,604 6,169,469   24,456,135
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,737,861
b Net investment income (if negative, enter -0-) 11,707,184
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.............      
2 Savings and temporary cash investments......... 14,966,583 4,142,644 4,142,644
3 Accounts receivable bullet25,000
Less: allowance for doubtful accounts bullet     25,000 25,000
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) bullet24,076,856
Less: allowance for doubtful accounts bullet0 24,479,420 24,076,856 24,076,856
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 414,449,496 Click to see attachment524,163,661 524,163,661
14 Land, buildings, and equipment: basis bullet223,018
Less: accumulated depreciation (attach schedule) bullet   223,018 223,018 223,018
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 454,118,517 552,631,179 552,631,179
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment384,728
23 Total liabilities (add lines 17 through 22)......... 0 384,728
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 454,118,517 552,246,451
29 Total net assets or fund balances (see instructions)..... 454,118,517 552,246,451
30 Total liabilities and net assets/fund balances (see instructions). 454,118,517 552,631,179
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
454,118,517
2
Enter amount from Part I, line 27a .....................
2
-12,737,861
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
110,865,795
4
Add lines 1, 2, and 3 ..........................
4
552,246,451
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
552,246,451
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 P    
b PUBLICLY TRADED SECURITIES P    
c FROM PASSTHROUGH ENTITIES P    
d FROM PASSTHROUGH ENTITIES P    
e PUBLICLY TRADED SECURITIES 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 41,638   34,526 7,112
b 454,467   78,303 376,164
c 255,294     255,294
d 9,162,314     9,162,314
e 136,930   38,208 98,722
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       7,112
b       376,164
c       255,294
d       9,162,314
e       98,722
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 9,899,606
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........................... 3 162,730
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- ..... 5 162,730
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 142,235
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 60,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 202,235
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 313
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 39,192
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet39,192 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC, MD, DE
    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 instructionsClick to see attachment.................
    12
    Yes
     
    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 ofbulletTAXPAYER Telephone no.bullet (240) 752-1700

    Located atbullet4550 MONTGOMERY AVENUE 810NBETHESDAMD ZIP+4bullet20814
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    SUSAN R GELMAN DIRECTOR/PRESIDENT
    5.00
    0 0 0
    4550 MONTGOMERY AVENUE 810N
    BETHESDA,MD20814
    MICHAEL C GELMAN DIRECTOR/V.P./TREAS./SEC.
    20.00
    0 42,736 0
    4550 MONTGOMERY AVENUE 810N
    BETHESDA,MD20814
    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
    ADINA BARKINSKIY DIRECTOR OF PROGRAMS
    30.00
    116,843 28,636 0
    4550 MONTGOMERY AVENUE 810N
    BETHESDA,MD20814
    LISA JACOBSON SR. PROGRAM OFFICER
    40.00
    96,667 10,859 0
    4550 MONTGOMERY AVENUE 810N
    BETHESDA,MD20814
    GAIL HYMAN GRANTS ADMINISTRATOR
    34.00
    53,267 1,598 0
    4550 MONTGOMERY AVENUE 810N
    BETHESDA,MD20814
    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
    CRESTVIEW MANAGEMENT LLC INVESTMENT ADVISORY 4,490,732
    4550 MONTGOMERY AVE 810N
    BETHESDA,MD20814
    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 JEWISH FEDERATION OF GREATER WASHINGTON6101 EXECUTIVE BLVD.ROCKVILLE, MD 20852 4,800,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet4,800,000
    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
    469,977,646
    b
    Average of monthly cash balances.......................
    1b
    11,642,104
    c
    Fair market value of all other assets (see instructions)................
    1c
    24,290,638
    d
    Total (add lines 1a, b, and c).........................
    1d
    505,910,388
    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
    505,910,388
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    7,588,656
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    498,321,732
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    24,916,087
    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
    24,916,087
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    162,730
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    162,730
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    24,753,357
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    5,202,564
    5
    Add lines 3 and 4............................
    5
    29,955,921
    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
    29,955,921
    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 29,955,921
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,052,980
    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$ 29,256,135
    a Applied to 2020, but not more than line 2a 1,052,980
    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..... 28,203,155
    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 ..........
    1,752,766
    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).)
    SUSAN R GELMAN
    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
    GREATER WASHINGTON COMMUNITY FOUNDATION
    PO BOX 40910
    BALTIMORE,MD212974910
    NONE PC GENERAL CHARITABLE PURPOSES 1,800
    PIC 2021 INC
    PIC STOP 0009 DEPARTMENT OF
    HOMELAND SECURITY 301 7TH STREET SW
    WASHINGTON,DC20599
    NONE NC GENERAL CHARITABLE PURPOSES 497,000
    PEF
    4 HAMELACHA ST
    LOD   7152010
    IS
    NONE PC GENERAL CHARITABLE PURPOSES 13,000
    GATHER INC
    1817 M STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 187,500
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    WASHINGTON HEBREW CONGREGATION
    3935 MACOMB ST NW
    WASHINGTON,DC200163741
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    THE KENNEDY CENTER
    2700 F STREET NW
    WASHINGTON,DC20566
    NONE PC GENERAL CHARITABLE PURPOSES 6,000
    FOUNDATION FOR JEWISH CAMP
    253 WEST 35TH STREET 4TH FLOOR
    NEW YORK,NY10001
    NONE PC GENERAL CHARITABLE PURPOSES 25,643
    AMERICAN UNIVERSITY HILLEL
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC200168010
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE ROAD
    ROCKVILLE,MD208524857
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    CAPITAL CAMPS
    11300 ROCKVILLE PIKE SUITE 407
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 150,000
    CHILDREN'S NATIONAL HOSPITAL
    1 INVENTA PLACE 6TH FLOOR
    SILVER SPRING,MD20910
    NONE PC GENERAL CHARITABLE PURPOSES 75,000
    DC ACTION
    1400 16TH ST NW SUITE 740
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    EDLAVITCH JCC OF WASHINGTON DC
    1529 16TH STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    EDUCATIONAL FUND TO STOP GUN VIOLENCE
    805 15TH STREET NW SUITE 502
    WASHINGTON,DC20005
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    ELIJAH CUMMINGS YOUTH PROGRAM IN ISRAEL
    5750 PARK HEIGHTS AVE
    BALTIMORE,MD212153930
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 125,000
    GEORGE MASON UNIVERSITY HILLEL
    4400 UNIVERSITY DRIVE MSN 2C7
    JOHNSON CENTER RM 239H
    FAIRFAX,VA22030
    NONE PC GENERAL CHARITABLE PURPOSES 7,500
    GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
    NONE PC GENERAL CHARITABLE PURPOSES 35,000
    HEBREW HOME OF GREATER WASHINGTON
    6121 MONTROSE ROAD
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    HORTON'S KIDS
    400 VIRGINIA AVE SW SUITE C-130
    WASHINGTON,DC20024
    NONE PC GENERAL CHARITABLE PURPOSES 40,000
    JEWISH COALITION AGAINST DOMESTIC ABUSE
    PO BOX 2266
    ROCKVILLE,MD20847
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD SUITE 300
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 60,000
    JEWISH COUNCIL FOR THE AGING
    12320 PARKLAWN DRIVE
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    JEWISH SOCIAL SERVICE AGENCY
    200 WOOD HILL ROAD
    ROCKVILLE,MD20850
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    LONGHOUSE RESERVE
    133 HANDS CREEK ROAD
    EAST HAMPTON,NY11937
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    MAKOM (JEWISH FOUNDATION FOR GROUP HOMES)
    1500 EAST JEFFERSON STREET
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    MARY'S CENTER
    2333 ONTARIO ROAD NW
    WASHINGTON,DC20009
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    MOISHE HOUSE
    5802 MONROE RD
    CHARLOTTE,NC28212
    NONE PC GENERAL CHARITABLE PURPOSES 35,000
    TIDES CENTER
    6 EAST 43RD ST FLOOR 22
    NEW YORK,NY10017
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    REAL FOOD FOR KIDS
    6166 HARDY DRIVE
    MCLEAN,VA22101
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    JFN
    150 W 30TH STREET SUITE 900
    NEW YORK,NY10001
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    VIOLENCE POLICY CENTER
    1025 CONNECTICUT AVE NW SUITE 1210
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA
    8900 LITTLE RIVER TURNPIKE
    FAIRFAX,VA22031
    NONE PC GENERAL CHARITABLE PURPOSES 150,000
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET 10TH FLOOR
    NEW YORK,NY10018
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    MARY'S CENTER
    2333 ONTARIO ROAD NW
    WASHINGTON,DC20009
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    NEW ISRAEL FUND
    AVISHAI PORAT HACOHEN DUBNOV 22 D
    TEL AVIV   6436914
    IS
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    THE MARCH FORTH FOUNDATION
    126 E 56TH ST 26TH FLOOR
    NEW YORK,NY10022
    NONE PF GENERAL CHARITABLE PURPOSES 20,000
    DC ACTION
    1400 16TH ST NW SUITE 740
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    MEDIA MATTERS FOR AMERICA
    455 MASSACHUSETTS AVE NW SUITE 600
    WASHINGTON,DC20001
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    GATHER INC
    1817 M STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 187,500
    AMERICAN FRIENDS OF VAN LEER
    6324 24TH STREET NORTH
    ARLINGTON,VA22207
    NONE PC GENERAL CHARITABLE PURPOSES 45,000
    THE SARAH AND DANIEL RUEVEN FOUNDATION INC
    126 E 56TH ST 26TH FLOOR
    NEW YORK,NY10022
    NONE PF GENERAL CHARITABLE PURPOSES 548,500
    THE SARAH AND DANIEL RUEVEN FOUNDATION INC
    126 E 56TH ST 26TH FLOOR
    NEW YORK,NY10022
    NONE PF GENERAL CHARITABLE PURPOSES 40,000
    ACLU FOUNDATION
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004
    NONE PC GENERAL CHARITABLE PURPOSES 250,000
    PEF
    HASHAHAR TOWER 4 ARIEL SHARON ST
    25TH FLOOR
    GIVATAYIM   5320047
    IS
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    PRIORITIES USA FOUNDATION
    1150 18TH STREET NW SUITE 750
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    CAPITAL CAMPS
    11300 ROCKVILLE PIKE SUITE 407
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 1,800
    THE SARAH AND DANIEL RUEVEN FOUNDATION INC
    126 E 56TH ST 26TH FLOOR
    NEW YORK,NY10022
    NONE PF GENERAL CHARITABLE PURPOSES 292,500
    ISRAEL POLICY FORUM
    355 LEXINGTON AVE 4TH FLOOR
    NEW YORK,NY10017
    NONE PC GENERAL CHARITABLE PURPOSES 350,000
    THE SARAH AND DANIEL RUEVEN FOUNDATION INC
    126 E 56TH ST 26TH FLOOR
    NEW YORK,NY10022
    NONE PF GENERAL CHARITABLE PURPOSES 25,000
    A WIDER BRIDGE
    1441 BROADWAY SUITE 6149
    NEW YORK,NY10018
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    ADAS ISRAEL CONGREGATION
    2850 QUEBEC STREET NW
    WASHINGTON,DC20008
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    FRIENDS OF AMAL-TIKVA INC
    1500 CHESTNUT STREET ROOM 2079
    PHILADELPHIA,PA19102
    NONE PC GENERAL CHARITABLE PURPOSES 35,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVENUE NE
    WASHINGTON,DC20017
    NONE PC GENERAL CHARITABLE PURPOSES 750,000
    CITYBRIDGE EDUCATION
    600 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC20037
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    DC ABORTION FUND
    PO BOX 65061
    WASHINGTON,DC20035
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    FAIR CHANCE
    1100 NEW JERSEY AVE SE SUITE 710
    WASHINGTON,DC20003
    NONE PC GENERAL CHARITABLE PURPOSES 35,000
    FAIR CHANCE
    1100 NEW JERSEY AVE SE SUITE 710
    WASHINGTON,DC20003
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    GENERATION HOPE
    415 MICHIGAN AVE NE SUITE 250
    WASHINGTON,DC20017
    NONE PC GENERAL CHARITABLE PURPOSES 40,000
    GEORGE WASHINGTON UNIVERSITY HILLEL
    2300 H STREET NW
    WASHINGTON,DC20037
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    HIGHER ACHIEVEMENT DC METRO
    317 8TH STREET NE
    WASHINGTON,DC20002
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    MARYLAND HILLEL
    7612 MOWATT LANE
    COLLEGE PARK,MD20740
    NONE PC GENERAL CHARITABLE PURPOSES 40,000
    MARY'S CENTER
    2333 ONTARIO ROAD NW
    WASHINGTON,DC20009
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON
    1225 4TH STREET NE
    WASHINGTON,DC20002
    NONE PC GENERAL CHARITABLE PURPOSES 150,000
    SHAKESPEARE THEATRE COMPANY
    516 EIGHTH STREET SE
    WASHINGTON,DC200032834
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
    475 RIVERSIDE DRIVE SUITE 1450
    NEW YORK,NY10115
    NONE PC GENERAL CHARITABLE PURPOSES 125,000
    SITAR ARTS CENTER
    1700 KALORAMA ROAD NW SUITE 101
    WASHINGTON,DC20009
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    JFNA
    54 PORTLAND PLACE
    LONDON   W1B 1DY
    UK
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    AVODAH
    C/O MEREDITH APPELL 125 MAIDEN LANE
    8B
    NEW YORK,NY100385041
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    INTERNATIONAL REFUGEE ASSISTANCE PROJECT
    1 BATTERY PARK PLAZA 4TH FLOOR
    NEW YORK,NY10004
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    THE SARAH AND DANIEL RUEVEN FOUNDATION INC
    126 E 56TH ST 26TH FLOOR
    NEW YORK,NY10022
    NONE PF GENERAL CHARITABLE PURPOSES 50,000
    GATHER INC
    1817 M STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 187,500
    JOINT DISTRIBUTION COMMITTEE
    PO BOX 4124
    NEW YORK,NY10163
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    70 FACES MEDIA
    520 8TH AVE 4TH FLOOR
    NEW YORK,NY10018
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    ACLU OF THE DISTRICT OF COLUMBIA
    915 15TH STREET NW
    WASHINGTON,DC20005
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    AMERICAN INDEPENDENT FOUNDATION
    800 MAIN AVE SW SUITE 500
    WASHINGTON,DC20024
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    ANACOSTIA WATERSHED SOCIETY
    THE GEORGE WASHINGTON HOUSE 4302
    BALTIMORE AVENUE
    BLADENSBURG,MD207101031
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    AVALON THEATRE PROJECT
    5612 CONNECTICUT AVENUE NW
    WASHINGTON,DC20015
    NONE PC GENERAL CHARITABLE PURPOSES 2,500
    BREAD FOR THE CITY
    1525 SEVENTH STREET NW
    WASHINGTON,DC200013201
    NONE PC GENERAL CHARITABLE PURPOSES 45,000
    C&O CANAL TRUST
    142 W POTOMAC STREET
    WILLIAMSPORT,MD21795
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    CAPITAL CAMPS
    11300 ROCKVILLE PIKE SUITE 407
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    CAPITAL JEWISH MUSEUM
    1319 F STREET NW SUITE 810
    WASHINGTON,DC200041106
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER STREET
    NEW YORK,NY10038
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    CHESAPEAKE BAY FOUNDATION
    PHILIP MERRILL ENVIRONMENTAL CENTER
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    MOVING FORWARD CONTEMPORARY ASIAN AMERICAN DANCE COMPANY
    2745 ARIZONA AVENUE NW
    WASHINGTON,DC20016
    NONE PC GENERAL CHARITABLE PURPOSES 12,500
    DC CENTRAL KITCHEN
    425 SECOND STREET NW
    WASHINGTON,DC20001
    NONE PC GENERAL CHARITABLE PURPOSES 150,000
    DC SCORES
    1140 CONNECTICUT AVE NW SUITE 1200
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    EVERYTOWN FOR GUN SAFETY SUPPORT FUND
    PO BOX 3886
    NEW YORK,NY10163
    NONE PC GENERAL CHARITABLE PURPOSES 150,000
    FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT
    PO BOX 86299
    TUSCON,AZ85754
    NONE PC GENERAL CHARITABLE PURPOSES 75,000
    FOOD RESEARCH AND ACTION CENTER
    1200 18TH ST NW SUITE 400
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    GLAAD
    1801 W OLYMPIC BLVD
    PASADENA,CA911992334
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    GLSEN
    110 WILLIAM STREET 30TH FLOOR
    NEW YORK,NY10038
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    HILLEL INTERNATIONAL
    800 8TH STREET NW
    WASHINGTON,DC20001
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    JEWISH FUNDERS NETWORK
    150 WEST 30TH STREET SUITE 900
    NEW YORK,NY10001
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    KEEP TAHOE BLUE
    2608 LAKE TAHOE BOULEVARD
    SOUTH LAKE TAHOE,CA96150
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    KID POWER INC
    400 E STREET SW
    WASHINGTON,DC20024
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    KIDS IN NEED OF DEFENSE
    1201 L STREET NW 2ND FLOOR
    WASHINGTON,DC20005
    NONE PC GENERAL CHARITABLE PURPOSES 150,000
    LA CLINICA DEL PUEBLO
    2831 15TH STREET NW
    WASHINGTON,DC20009
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    LIFT-DC
    999 N CAPITOL ST NE SUITE 310
    WASHINGTON,DC20002
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    LITERACY LAB
    1400 16TH STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    MARTHA'S TABLE
    2375 ELVANS ROAD SE
    WASHINGTON,DC20020
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    MIRIAM'S KITCHEN
    2401 VIRGINIA AVENUE NW
    WASHINGTON,DC20037
    NONE PC GENERAL CHARITABLE PURPOSES 75,000
    CENTER FOR CREATIVE CHANGE
    4115 WISCONSIN AVENUE NW SUITE 10
    WASHINGTON,DC20016
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES
    1875 CONNECTICUT AVENUE NW SUITE
    650
    WASHINGTON,DC20009
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    NATIONAL WOMEN'S LAW CENTER
    11 DUPONT CIRCLE NW SUITE 800
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    PROJECT UNLOADED
    C/O NEW VENTURE FUND 1828 L STREET
    NW SUITE 300A
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    SHARE OUR STRENGTH
    1030 15TH STREET NW SUITE 1100W
    WASHINGTON,DC20005
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    SHARSHERET
    1086 TEANECK ROAD SUITE 2G
    TEANECK,NJ07666
    NONE PC GENERAL CHARITABLE PURPOSES 2,500
    SO OTHERS MIGHT EAT
    71 O STREET NW
    WASHINGTON,DC20001
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    STERN GROVE FESTIVAL ASSOCIATION
    832 FOLSOM STREET SUITE 1000
    SAN FRANCISCO,CA94107
    NONE PC GENERAL CHARITABLE PURPOSES 2,500
    STUDENT CONSERVATION ASSOCIATION
    1310 N COURTHOUSE RD SUITE 110
    ARLINGTON,VA22201
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    STUDIO THEATRE
    1501 14TH STREET NW
    WASHINGTON,DC20005
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    THE KENNEDY CENTER
    2700 F STREET NW
    WASHINGTON,DC20566
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    THE PHILLIPS COLLECTION
    1600 21ST STREET NW
    WASHINGTON,DC200091090
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    THE TREVOR PROJECT
    PO BOX 69232
    WEST HOLLYWOOD,CA90069
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS
    C/O WEWORK 1701 RHODE ISLAND AVE NW
    SUITE 03-108
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 35,000
    WASHINGTON BALLET
    3515 WISCONSIN AVENUE NW
    WASHINGTON,DC20016
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    WILDERNESS LEADERSHIP & LEARNING INC
    1758 PARK ROAD NW
    WASHINGTON,DC200102105
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    YOSEMITE CONSERVANCY
    101 MONTGOMERY STREET SUITE 1700
    SAN FRANCISCO,CA94104
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    HAMPTONS INTERNATIONAL FILM FESTIVAL
    79 NEWTOWN LANE
    EAST HAMPTON,NY11937
    NONE PC GENERAL CHARITABLE PURPOSES 6,500
    THE JEWISH ELECTORATE INSTITUTE
    PO BOX 14411
    WASHINGTON,DC20044
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    BRANDEIS UNIVERSITY
    415 SOUTH STREET MS 100
    WALTHAM,MA02453
    NONE PC GENERAL CHARITABLE PURPOSES 60,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA
    8900 LITTLE RIVER TURNPIKE
    FAIRFAX,VA22031
    NONE PC GENERAL CHARITABLE PURPOSES 75,566
    BROOKINGS
    1775 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 128,000
    DUMBARTON ARTS & EDUCATION
    3133 DUMBARTON STREET NW
    WASHINGTON,DC20007
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    ALIANZA CENTER INC
    257 HIDDEN SPRINGS CIRCLE
    KISSIMMEE,FL34743
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    PEF
    4 HAMELACHA ST
    LOD   7152010
    IS
    NONE PC GENERAL CHARITABLE PURPOSES 27,000
    BREAD FOR THE CITY
    1525 SEVENTH STREET NW
    WASHINGTON,DC200013201
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    THE MARCH FORTH FOUNDATION
    126 E 56TH ST 26TH FLOOR
    NEW YORK,NY10022
    NONE PF GENERAL CHARITABLE PURPOSES 325,000
    SPREAD THE VOTE
    8601 LINCOLN BLVD SUITE 180/569
    LOS ANGELES,CA90045
    NONE PC GENERAL CHARITABLE PURPOSES 75,000
    FOOD AND FRIENDS
    219 RIGGS ROAD NE
    WASHINGTON,DC20011
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    FOOD FOR OTHERS
    2938 PROSPERITY AVENUE
    FAIRFAX,VA22031
    NONE PC GENERAL CHARITABLE PURPOSES 16,600
    GATHER INC
    1817 M STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 187,500
    JEWISH UNITED FUND
    30 S WELLS STREET
    CHICAGO,IL60606
    NONE PC GENERAL CHARITABLE PURPOSES 1,800
    MARTHA'S TABLE
    2375 ELVANS ROAD SE
    WASHINGTON,DC20020
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    MARY'S CENTER
    2333 ONTARIO ROAD NW
    WASHINGTON,DC20009
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    ACLU FOUNDATION
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004
    NONE PC GENERAL CHARITABLE PURPOSES 250,000
    BRANDEIS UNIVERSITY
    415 SOUTH STREET MS 100
    WALTHAM,MA02453
    NONE PC GENERAL CHARITABLE PURPOSES 110,000
    BREAD FOR THE CITY
    1525 SEVENTH STREET NW
    WASHINGTON,DC200013201
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    CAPITAL JEWISH MUSEUM
    1319 F STREET NW SUITE 810
    WASHINGTON,DC200041106
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    CASA
    8151 15TH AVE
    HYATTSVILLE,MD20783
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    CONGREGATION KNESETH ISRAEL
    1125 SPA ROAD
    ANNAPOLIS,MD21403
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    FOUNDATION FOR JEWISH CAMP
    253 WEST 35TH STREET 4TH FLOOR
    NEW YORK,NY10001
    NONE PC GENERAL CHARITABLE PURPOSES 75,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 1,000,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024
    NONE PC GENERAL CHARITABLE PURPOSES 200,000
    GEORGETOWN DAY SCHOOL
    4530 MACARTHUR BLVD NW
    WASHINGTON,DC200074297
    NONE PC GENERAL CHARITABLE PURPOSES 600,000
    SAVE A CHILD'S HEART FOUNDATION
    PO BOX 59172
    POTOMAC,MD20854
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    BAFRAYUNG FOUNDATION
    126 E 56TH ST 26TH FLOOR
    NEW YORK,NY10022
    NONE PF GENERAL CHARITABLE PURPOSES 970,000
    WASHINGTON HEBREW CONGREGATION
    3935 MACOMB ST NW
    WASHINGTON,DC200163741
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    NEW VENTURE FUND
    45 WEST 36TH STREET 6TH FLOOR
    NEW YORK,NY10018
    NONE PC GENERAL CHARITABLE PURPOSES 150,000
    ACLU FOUNDATION
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004
    NONE PC GENERAL CHARITABLE PURPOSES 150,000
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET 10TH FLOOR
    NEW YORK,NY10018
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVE
    NEW YORK,NY10158
    NONE PC GENERAL CHARITABLE PURPOSES 500,000
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE ROAD
    ROCKVILLE,MD208524857
    NONE PC GENERAL CHARITABLE PURPOSES 500,000
    BIRTHRIGHT ISRAEL FOUNDATION
    711 THIRD AVE 10TH FLOOR
    NEW YORK,NY10017
    NONE PC GENERAL CHARITABLE PURPOSES 350,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVENUE NE
    WASHINGTON,DC20017
    NONE PC GENERAL CHARITABLE PURPOSES 250,000
    CAPITAL JEWISH MUSEUM
    1319 F STREET NW SUITE 810
    WASHINGTON,DC200041106
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    CASA
    8151 15TH AVE
    HYATTSVILLE,MD20783
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    CHESAPEAKE BAY FOUNDATION
    PHILIP MERRILL ENVIRONMENTAL CENTER
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403
    NONE PC GENERAL CHARITABLE PURPOSES 150,000
    CHESAPEAKE BAY FOUNDATION
    PHILIP MERRILL ENVIRONMENTAL CENTER
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403
    NONE PC GENERAL CHARITABLE PURPOSES 150,000
    CITYBRIDGE EDUCATION
    600 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC20037
    NONE PC GENERAL CHARITABLE PURPOSES 32,615
    THOUSAND CURRENTS
    548 MARKET STREET PMB 62831
    SAN FRANCISCO,CA941045401
    NONE PC GENERAL CHARITABLE PURPOSES 40,000
    EDLAVITCH JCC OF WASHINGTON DC
    1529 16TH STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES
    PO BOX 2178
    PETALUMA,CA949532178
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    HAZON
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004
    NONE PC GENERAL CHARITABLE PURPOSES 40,000
    HONEYMOON ISRAEL
    1417 MAYSON ST NE
    ATLANTA,GA30324
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVE NW
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    ISRAEL POLICY FORUM
    355 LEXINGTON AVE 4TH FLOOR
    NEW YORK,NY10017
    NONE PC GENERAL CHARITABLE PURPOSES 300,000
    BEND THE ARC
    C/O BEND THE ARC 3330 7TH AVE 19TH
    FLOOR
    NEW YORK,NY10001
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    KEHILLAH COMMUNITY SYNAGOGUE & SCHOOL
    1300 GRAND AVE
    PIEDMONT,CA94610
    NONE PC GENERAL CHARITABLE PURPOSES 40,000
    JEWS UNITED FOR JUSTICE
    PO BOX 41485
    WASHINGTON,DC20018
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    KESHET
    284 AMORY STREET
    JAMAICA PLAIN,MA02130
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    NATIONAL COUNCIL OF JEWISH WOMEN
    2055 L STREET NW SUITE 650
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 35,000
    NATIONAL GALLERY OF ART
    2000B SOUTH CLUB DRIVE
    LANDOVER,MD20785
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011
    NONE PC GENERAL CHARITABLE PURPOSES 200,000
    ONETABLE
    228 PARK AVE SOUTH SUITE 77191
    NEW YORK,NY10003
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM STREET 10TH FLOOR
    NEW YORK,NY10038
    NONE PC GENERAL CHARITABLE PURPOSES 1,000,000
    POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA
    8900 LITTLE RIVER TURNPIKE
    FAIRFAX,VA22031
    NONE PC GENERAL CHARITABLE PURPOSES 24,434
    SIERRA CLUB FOUNDATION
    2101 WEBSTER STREET SUITE 1250
    OAKLAND,CA94612
    NONE PC GENERAL CHARITABLE PURPOSES 350,000
    SIXTH & I HISTORIC SYNAGOGUE
    600 I STREET NW
    WASHINGTON,DC20001
    NONE PC GENERAL CHARITABLE PURPOSES 65,000
    SLINGSHOT
    445 PARK AVE SUITE 16A
    NEW YORK,NY10022
    NONE PC GENERAL CHARITABLE PURPOSES 60,000
    THE DEN COLLECTIVE
    C/O BETH EL CONGREGATION 8215 OLD
    GEORGETOWN ROAD
    BETHESDA,MD20814
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    JUBILEE HOUSING
    1640 COLUMBIA RD NW
    WASHINGTON,DC20009
    NONE PC GENERAL CHARITABLE PURPOSES 40,000
    THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY
    1111 19TH STREET NW SUITE 500
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    YOUNG PLAYWRIGHTS' THEATER
    6925 WILLOW STREET NW SUITE LL-230
    WASHINGTON,DC20012
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    ALLIANCE FOR MIDDLE EAST PEACE
    1725 I ST NW SUITE 300
    WASHINGTON,DC20006
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    FRIENDS OF AMAL-TIKVA INC
    1500 CHESTNUT STREET ROOM 2079
    PHILADELPHIA,PA19102
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    ENCOUNTER
    C/O WEWORK 8 W 126TH STREET FLOOR 3
    NEW YORK,NY10027
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 500,000
    THE SARAH AND DANIEL RUEVEN FOUNDATION INC
    126 E 56TH ST 26TH FLOOR
    NEW YORK,NY10022
    NONE PF GENERAL CHARITABLE PURPOSES 44,000
    HOPEWELL FUND
    ARABELLA ADVISORS 1201 CONNECTICUT
    AVE NW SUITE 300
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    GUILD HALL
    158 MAIN STREET
    EAST HAMPTON,NY11937
    NONE PC GENERAL CHARITABLE PURPOSES 7,500
    JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD SUITE 300
    ROCKVILLE,MD20852
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    THE JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004
    NONE PC GENERAL CHARITABLE PURPOSES 600,000
    THE MARCH FORTH FOUNDATION
    126 E 56TH ST 26TH FLOOR
    NEW YORK,NY10022
    NONE PF GENERAL CHARITABLE PURPOSES 25,000
    ISRAEL POLICY FORUM
    355 LEXINGTON AVE 4TH FLOOR
    NEW YORK,NY10017
    NONE PC GENERAL CHARITABLE PURPOSES 350,000
    FIDELITY CHARITABLE
    PO BOX 770001
    CINCINNATI,OH452770053
    NONE PC GENERAL CHARITABLE PURPOSES 4,000,000
    PRIORITIES USA FOUNDATION
    1150 18TH STREET NW SUITE 750
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 400,000
    BETTER TODAY
    64 MILLS GAP ROAD APT 429
    ASHEVILLE,NC28803
    NONE PC GENERAL CHARITABLE PURPOSES 100,000
    NIF
    PO BOX 52113
    JERUSALEM   9152101
    IS
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    Total .................................bullet 3a 23,771,758
    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......          
    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 9,899,606  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 17,887,743 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    17,887,743
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE MORNINGSTAR PHILANTHROPIC FOUNDATION
     
    D/B/A THE MORNINGSTAR FOUNDATION
    EIN:
    52-1270464
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 44,180 0   44,180

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    THE MORNINGSTAR PHILANTHROPIC FOUNDATION
     
    D/B/A THE MORNINGSTAR FOUNDATION
    EIN:
    52-1270464
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THE BAFRAYUNG FUND
     
    C/O KINNERET 126 E 56TH STREET 26TH
    FLOOR
    NEW YORK,NY10022
    2021-12-06 970,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 970,000 NONE 12/31/2021   THE BAFRAYUNG FUND HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.
    THE SARAH AND DANIEL RUEVEN FOUNDATION
     
    C/O KINNERET 126 E 56TH STREET 26TH
    FLOOR
    NEW YORK,NY10022
    2021-06-21 548,500 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 548,500 NONE 12/31/2021   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.
    THE SARAH AND DANIEL RUEVEN FOUNDATION
     
    C/O KINNERET 126 E 56TH STREET 26TH
    FLOOR
    NEW YORK,NY10022
    2021-06-24 40,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 40,000 NONE 12/31/2021   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.
    THE SARAH AND DANIEL RUEVEN FOUNDATION
     
    C/O KINNERET 126 E 56TH STREET 26TH
    FLOOR
    NEW YORK,NY10022
    2021-07-18 292,500 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 292,500 NONE 12/31/2021   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.
    THE SARAH AND DANIEL RUEVEN FOUNDATION
     
    C/O KINNERET 126 E 56TH STREET 26TH
    FLOOR
    NEW YORK,NY10022
    2021-07-28 25,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 25,000 NONE 12/31/2021   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.
    THE SARAH AND DANIEL RUEVEN FOUNDATION
     
    C/O KINNERET 126 E 56TH STREET 26TH
    FLOOR
    NEW YORK,NY10022
    2021-09-02 50,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 50,000 NONE 12/31/2021   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.
    THE MARCH FORTH FOUNDATION
     
    C/O KINNERET 126 E 56TH STREET 26TH
    FLOOR
    NEW YORK,NY10022
    2021-05-17 20,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 20,000 NONE 12/31/2021   THE MARCH FORTH FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.
    PIC 2021 INC
     
    301 7TH STREET SW ROOM 6109
    WASHINGTON,DC20599
    2021-01-14 497,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 497,000 NONE 12/31/2021   PIC 2021, INC HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.
    THE MARCH FORTH FOUNDATION
     
    C/O KINNERET 126 E 56TH STREET 26TH
    FLOOR
    NEW YORK,NY10022
    2021-11-09 325,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 325,000 NONE 12/31/2021   THE MARCH FORTH FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.
    THE MARCH FORTH FOUNDATION
     
    C/O KINNERET 126 E 56TH STREET 26TH
    FLOOR
    NEW YORK,NY10022
    2021-12-16 25,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 25,000 NONE 12/31/2021   THE MARCH FORTH FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.
    THE SARAH AND DANIEL RUEVEN FOUNDATION
     
    C/O KINNERET 126 E 56TH STREET 26TH
    FLOOR
    NEW YORK,NY10022
    2021-12-14 44,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO JUST STRATEGY. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 44,000 NONE 12/31/2021   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE MORNINGSTAR PHILANTHROPIC FOUNDATION
     
    D/B/A THE MORNINGSTAR FOUNDATION
    EIN:
    52-1270464
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABERDEEN VENTURE PARTNERS VI (OFFSHORE), L.P. FMV 1,318,097 1,318,097
    AEA INVESTORS FUND V, L.P. FMV 997,118 997,118
    CARLYLE PARTNERS VI, L.P. FMV 7,066,828 7,066,828
    GLILOT CAPITAL PARTNERS I, L.P. FMV 200,190 200,190
    KEDMA CAPITAL PARTNERS II, L.P. FMV 2,527,792 2,527,792
    KHOSLA VENTURES III, L.P. FMV 176,777 176,777
    LEGACY VENTURE V, LLC FMV 1,231,238 1,231,238
    NEW ENTERPRISE ASSOCIATES 14, L.P. FMV 11,779,703 11,779,703
    NEW HERITAGE CAPITAL FUND-B, L.P. FMV 4,241,105 4,241,105
    NEWBURY EQUITY PARTNERS II, L.P. FMV 590,858 590,858
    PATRON CAPITAL GP IV FMV 181,622 181,622
    PRIME FINANCE PARTNERS III FMV 2,027 2,027
    ROYALTY OPPORTUNITIES FEEDER S.A. FMV 623,458 623,458
    SOUTHERN CROSS LATIN AMERICA PRIVATE EQUITY IV, L.P. FMV 5,470 5,470
    THE VARDE FUND X (A) (FEEDER), L.P. FMV 230,032 230,032
    AKO PARTNERS L.P. FMV 4,157,615 4,157,615
    MINERVA NETWORKS, INC AD-56 FMV 2,312 2,312
    MINERVA NETWORKS, INC AV-56 FMV 6,878 6,878
    BLACKSTONE TACTICAL OPPORTUNITIES FUND II L.P. FMV 2,023,588 2,023,588
    CIP VI INSTITUTIONAL FEEDER, L.P. FMV 1,840,384 1,840,384
    LEERINK REVELATION HEALTHCARE FUND I, L.P. FMV 871,546 871,546
    NEW ENTERPRISE ASSOCIATES 15, L.P. FMV 4,252,644 4,252,644
    THE VARDE FUND XII (A), L.P. FMV 1,119,654 1,119,654
    MORNINGSTAR SATURN I LLC FMV 48,419,312 48,419,312
    MORNINGSTAR MERCURY LLC FMV 5,983,892 5,983,892
    MORNINGSTAR NEPTUNE LLC FMV 11,268,073 11,268,073
    MORNINGSTAR VENUS LLC FMV 412,946,940 412,946,940
    CIP AIV II, LP FMV 98,508 98,508

    TY 2021 LegalFeesSchedule
    Name:
    THE MORNINGSTAR PHILANTHROPIC FOUNDATION
     
    D/B/A THE MORNINGSTAR FOUNDATION
    EIN:
    52-1270464
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 24,564 0   24,564


    TY 2021 OtherExpensesSchedule
    Name:
    THE MORNINGSTAR PHILANTHROPIC FOUNDATION
     
    D/B/A THE MORNINGSTAR FOUNDATION
    EIN:
    52-1270464
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER SUPPORT 28,093 0   28,093
    INTERNET EXPENSES 3,053 0   3,053
    DUES & SUBSCRIPTIONS 4,000 0   4,000
    PRINTING & COPYING 1,332 0   1,332
    SUPPLIES 1,255 0   1,255
    INSURANCE 5,309 0   5,309
    K-1 FOREIGN TAXES PAID 47,502 47,502   0
    K-1 INVESTMENT INTEREST EXPENSE 132,075 132,075   0
    K-1 OTHER DEDUCTIONS 1,494,160 1,494,160   0
    COMPUTER MAINT. & SUPPLIES 128 0   128
    CONFERENCE AND SEMINARS 720 0   720
    CONSULTING SERVICES 11,946 0   11,946
    MEALS 108 0   108
    RENT 142,273 0   142,273
    PARKING 4,194 0   4,194
    TELEPHONE, TELECOMMUNICATIONS 3,716 0   3,716


    TY 2021 OtherIncomeSchedule2
    Name:
    THE MORNINGSTAR PHILANTHROPIC FOUNDATION
     
    D/B/A THE MORNINGSTAR FOUNDATION
    EIN:
    52-1270464
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 OTHER INCOME 17,639 17,639 17,639
    OTHER INCOME 11,090 0 11,090


    TY 2021 OtherIncreasesSchedule
    Name:
    THE MORNINGSTAR PHILANTHROPIC FOUNDATION
     
    D/B/A THE MORNINGSTAR FOUNDATION
    EIN:
    52-1270464
    Description Amount
    NET UNREALIZED GAIN 110,865,795


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE MORNINGSTAR PHILANTHROPIC FOUNDATION
     
    D/B/A THE MORNINGSTAR FOUNDATION
    EIN:
    52-1270464
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER LIABILITIES 0 384,728


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE MORNINGSTAR PHILANTHROPIC FOUNDATION
     
    D/B/A THE MORNINGSTAR FOUNDATION
    EIN:
    52-1270464
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 4,495,732 4,495,732   0
    PAYROLL PROCESSING 3,478 0   3,478
    OTHER CONTRACT SERVICES 19,200 0   19,200


    TY 2021 TaxesSchedule
    Name:
    THE MORNINGSTAR PHILANTHROPIC FOUNDATION
     
    D/B/A THE MORNINGSTAR FOUNDATION
    EIN:
    52-1270464
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX 21,121 0   21,121