Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

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
Louis and Anne Abrons Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

13-6061329
B Telephone number (see instructions)

(800) 839-1754
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$174,965,542
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,551 3,551  
4 Dividends and interest from securities... 754,597 754,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,904,053
b Gross sales price for all assets on line 6a 44,470,537
7 Capital gain net income (from Part IV, line 2)... 16,904,053
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)....... 1,483,035 1,471,671  
12 Total. Add lines 1 through 11........ 19,145,236 19,133,872  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,589     6,589
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).... 1,094,236 970,203   124,033
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 168,280 1,180    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,333,280 1,232,605   100,630
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,602,385 2,203,988   231,252
25 Contributions, gifts, grants paid....... 7,943,981 7,943,981
26 Total expenses and disbursements. Add lines 24 and 25 10,546,366 2,203,988   8,175,233
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,598,870
b Net investment income (if negative, enter -0-) 16,929,884
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......... 11,089,273 14,260,412 14,260,412
3 Accounts receivable bullet127,028
Less: allowance for doubtful accounts bullet   280,662 127,028 127,028
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment9,865,110 9,759,247
b Investments—corporate stock (attach schedule)....... 30,447,719 Click to see attachment27,594,571 38,468,201
c Investments—corporate bonds (attach schedule)....... 233,397 Click to see attachment233,397  
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 79,554,595 Click to see attachment78,051,559 112,350,654
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) 121,605,646 130,132,077 174,965,542
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 attachment132,360 Click to see attachment59,921
23 Total liabilities (add lines 17 through 22)......... 132,360 59,921
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 121,473,286 130,072,156
29 Total net assets or fund balances (see instructions)..... 121,473,286 130,072,156
30 Total liabilities and net assets/fund balances (see instructions). 121,605,646 130,132,077
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
121,473,286
2
Enter amount from Part I, line 27a .....................
2
8,598,870
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
130,072,156
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
130,072,156
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      
b Passthrough K1 Capital Gain/(Loss)      
c BIRCH GROVE CREDIT STRATEGIES FD LTD P 2015-08-03 2021-03-31
d BIRCH GROVE CREDIT STRATEGIES FD LTD P 2015-08-03 2021-06-30
e INDIA ACORN FUND (CAYMAN) LTD P 2017-09-15 2021-07-01
RENAISSANCE INSTL EQUITIES FUND LLC P 2017-09-27 2021-09-30
WF ASIAN SMALLER COMPANIES FUND LIMITED CL AU S39 P 2020-07-01 2021-01-01
YORK CREDIT OPP UNIT TRUST P 2014-04-01 2021-02-01
YORK CREDIT OPP UNIT TRUST P 2014-04-01 2021-04-01
YORK CREDIT OPP UNIT TRUST P 2014-04-01 2021-06-01
YORK CREDIT OPP UNIT TRUST P 2014-04-01 2021-09-08
YORK CREDIT OPP UNIT TRUST P 2014-04-01 2021-12-01
(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 35,135,257   24,599,891 10,535,366
b       5,579,028
c 1,213,643   908,417 305,226
d 1,251,691   908,417 343,274
e 500,000   267,225 232,775
2,158,574   2,158,574  
3,170,896   2,300,000 870,896
99,978   201,251 -101,273
413,534   796,430 -382,896
367,977   713,253 -345,276
90,848   164,908 -74,060
68,139   127,146 -59,007
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       10,535,366
b        
c       305,226
d       343,274
e       232,775
       
      870,896
      -101,273
      -382,896
      -345,276
      -74,060
      -59,007
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 16,904,053
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  
3 Add lines 1 and 2........................... 3 235,325
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- ..... 5 235,325
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 202,552
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 28,800
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 231,352
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,973
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   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
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See 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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Adam Abrons Dir, Treas
    2.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Alix Abrons Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Anne Abrons Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Eleanor Abrons Dir, Sec
    2.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Emily Abrons Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Henry L Abrons Dir
    2.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John Abrons Dir
    1.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Leslie Abrons Dir
    2.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Pauline Abrons Dir
    1.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Peter Abrons Dir, Pres
    2.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Judith Aranow Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Dylan Armajani Dir, VP
    2.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Kira Armajani Dir
    1.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Stephanie Klein DiChristina Dir
    1.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Vicki Aranow Feiner Dir
    1.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jennifer Schwartz Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Amy Sharpe Dir
    1.0
    599 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    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
    Foundation Source Administrative 97,000
    55 Walls Drive 3rd Floor
    FAIRFIELD,CT06824
    New Providence Asset Management INVESTMENT MGMT 664,838
    570 Lexington Ave 5th Floor
    New York,NY10022
    TRIAD Consulting Group INVESTMENT MGMT 132,336
    50 Church St Third Floor
    Cabridge,MA02138
    Fidelity INVESTMENT MGMT 75,866
    900 Salem Street
    SMITHFIELD,RI02917
    GMA Foundations Inc Philanthropic 124,033
    2 Liberty Square Suite 500
    Boston,MA02109
    Total number of others receiving over $50,000 for professional services.............bullet20
    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
    45,107,981
    b
    Average of monthly cash balances.......................
    1b
    13,654,887
    c
    Fair market value of all other assets (see instructions)................
    1c
    112,366,773
    d
    Total (add lines 1a, b, and c).........................
    1d
    171,129,641
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    171,129,641
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,566,945
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    168,562,696
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    8,428,135
    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
    8,428,135
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    235,325
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    235,325
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,192,810
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    8,192,810
    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
    8,192,810
    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 8,192,810
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 4,476,889
    b Total for prior years:2019, 2018, 2017  
    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$ 8,175,233
    a Applied to 2020, but not more than line 2a 4,476,889
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 3,698,344
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........
    4,494,466
    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 ......
    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.... 0
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CO FOUNDATION SOURCE
    55 WALLS DRIVE 3RD FL
    FAIRFIELD,CT06824
    PREMIERSUPPORT@FOUNDATIOUSOURCE.COM
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    ROLLING
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    350ORG
    PO BOX 843004
    BOSTON,MA02284
    N/A PC General & Unrestricted 330,000
    7TH GENERATION COMMUNITY SERVICES CORPORATION
    410 INDIAN RIVER AVE
    TITUSVILLE,FL32796
    N/A PC The Thriving Women Project 20,000
    9 TO 5 NATIONAL ASSOCIATION OF WORKING WOMEN
    207 E BUFFALO ST STE 211
    MILWAUKEE,WI53202
    N/A PC General & Unrestricted 5,000
    ACKERMAN INSTITUTE FOR THE FAMILY
    936 BROADWAY
    NEW YORK,NY10010
    N/A PC General & Unrestricted 20,000
    ACTION FOR THE CLIMATE EMERGENCY INC
    529 MAIN ST STE 200
    CHARLESTOWN,MA02129
    N/A PC General & Unrestricted 7,500
    ADAPTIVE SPORTS FOUNDATION INC
    PO BOX 266
    WINDHAM,NY12496
    N/A PC General & Unrestricted 15,000
    ALAMEDA EMERGENCY FOOD
    PO BOX 2167
    ALAMEDA,CA94501
    N/A PC General & Unrestricted 3,974
    ALASKA WILDERNESS LEAGUE
    122 C ST NW SUITE 240
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 5,000
    ALBANY PARK THEATER PROJECT
    PO BOX 25072
    CHICAGO,IL60625
    N/A PC General & Unrestricted 100,000
    ALBANY PARK THEATER PROJECT
    PO BOX 25072
    CHICAGO,IL60625
    N/A PC Warehouse Project 25,000
    ALBANY PARK THEATER PROJECT
    PO BOX 25072
    CHICAGO,IL60625
    N/A PC Port of Entry Project 75,000
    ALLIANCE FOR JUSTICE
    11 DUPONT CIR NW
    WASHINGTON,DC20036
    N/A PC General & Unrestricted 5,000
    AMAZON WATCH
    520 3RD ST STE 108
    OAKLAND,CA94607
    N/A PC Defenders Fund 22,904
    AMAZON WATCH
    520 3RD ST STE 108
    OAKLAND,CA94607
    N/A PC General & Unrestricted 20,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    9450 SW GEMINI DR PMB 62825
    BEAVERTON,OR97008
    N/A PC General & Unrestricted 242,053
    AMERICAN CIVIL LIBERTIES UNION OF MAINE FOUNDATION
    PO BOX 7860
    PORTLAND,ME04112
    N/A PC Maine ACLU Fund 15,000
    AMERICAN FARMLAND TRUST
    1150 CONNECTICUT AVE NW STE 600
    WASHINGTON,DC20036
    N/A PC General & Unrestricted 50,000
    AMERICAN FRIENDS OF POLIN MUSEUM OF THE HISTORY OF
    15 E 65TH ST
    NEW YORK,NY10065
    N/A PC General & Unrestricted 5,000
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221
    N/A PC General & Unrestricted 25,000
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022
    N/A PC Westchester Division General Fund 10,000
    AMERICAN NATIONAL RED CROSS - GREENWICH CHAPTER
    99 INDIAN FIELD RD
    GREENWICH,CT06830
    N/A PC General & Unrestricted 7,500
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO
    520 8TH AVE 7TH FL
    NEW YORK,NY10018
    N/A PC General & Unrestricted 5,000
    ANNE FRANK CENTER USA
    132 AVE OF THE AMERICAS
    NEW YORK,NY10019
    N/A PC General & Unrestricted 5,000
    ANTI-DEFAMATION LEAGUE
    605 3RD AVE
    NEW YORK,NY10158
    N/A PC General & Unrestricted 20,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQ
    BOSTON,MA02129
    N/A PC General & Unrestricted 10,000
    APROPOS-HOUSING OPPORTUNITIES AND MANAGEMENT ENTER
    86 SMITH AVE
    MOUNT KISCO,NY10549
    N/A PC General & Unrestricted 5,000
    BANTAM CINEMA & ARTS CENTER INC
    PO BOX 262
    LITCHFIELD,CT06759
    N/A PC General & Unrestricted 1,000
    BAY AREA LYME FOUNDATION
    884 PORTOLA RD
    PORTOLA VALLEY,CA94028
    N/A PC General & Unrestricted 10,000
    BEDFORD FREE LIBRARY
    VILLAGE GREEN
    BEDFORD,NY10506
    N/A PC Bedford Babies 2,500
    BLYTHEDALE CHILDREN'S HOSPITAL
    95 BRADHURST AVE
    VALHALLA,NY10595
    N/A PC A Celebration of Blythedale Gala Scholarship Fund 1,250
    BLYTHEDALE CHILDREN'S HOSPITAL
    95 BRADHURST AVE
    VALHALLA,NY10595
    N/A PC Charitable Event 1,250
    BOYS AND GIRLS CLUBS OF LARIMER COUNTY
    103 SMOKEY ST
    FORT COLLINS,CO80525
    N/A PC Summer Programs 45,000
    BOYS AND GIRLS CLUBS OF LARIMER COUNTY
    103 SMOKEY ST
    FORT COLLINS,CO80525
    N/A PC In support of a mental health professional 10,000
    BREAKTHROUGH NEW YORK INC
    123 WILLIAM ST 4TH FLOOR
    NEW YORK,NY10038
    N/A PC General & Unrestricted 20,000
    BROADWAY HOUSING COMMUNITIES INC
    583 RIVERSIDE DR
    NEW YORK,NY10031
    N/A PC General & Unrestricted 20,000
    BRONX CHILDRENS MUSEUM
    PO BOX 1381
    BRONX,NY10451
    N/A PC Charitable Event 500
    BRONX CHILDRENS MUSEUM
    PO BOX 1381
    BRONX,NY10451
    N/A PC General & Unrestricted 115,000
    BVM CAPACITY BUILDING INSTITUTE INC
    3645 MARKETPLACE BLVD STE 130-209
    EAST POINT,GA30344
    N/A PC General & Unrestricted 230,000
    CALIFORNIA ONECARE EDUCATION FUND
    5518 VENTURA CANYON AVE
    SHERMAN OAKS,CA91401
    N/A PC General & Unrestricted 164,000
    CAMPAIGN LEGAL CENTER INC
    1101 14TH ST NW STE 400
    WASHINGTON,DC20005
    N/A PC General & Unrestricted 150,000
    CATSKILL MOUNTAINKEEPER INC
    PO BOX 1000
    LIVINGSTON MANOR,NY12758
    N/A PC General & Unrestricted 1,500
    CENTER FOR CARBON REMOVAL
    1140 3RD ST NE
    WASHINGTON,DC20002
    N/A PC General & Unrestricted 20,000
    CHILDRENS MUSEUM OF NORTHERN COLORADO
    PO BOX 732
    LOVELAND,CO80539
    N/A PC Capital Campaign Fund 15,000
    CHILDRENS VILLAGE INC
    1 ECHO HILLS
    DOBBS FERRY,NY10522
    N/A PC General & Unrestricted 7,500
    CHINESE AMERICAN PLANNING COUNCIL INC
    150 ELIZABETH ST 1ST FL
    NEW YORK,NY10012
    N/A PC General & Unrestricted 17,000
    CITIZENS CRIME COMMISSION OF NEW YORK CITY INC
    335 MADISON AVE FL 9
    NEW YORK,NY10017
    N/A PC Train, Work, Forward Program 50,000
    CITYMEALS-ON-WHEELS
    355 LEXINGTON AVE 3RD FL
    NEW YORK,NY10017
    N/A PC matching gift program 15,000
    CLEAN AIR TASK FORCE INC
    114 STATE ST 6TH FL
    BOSTON,MA02109
    N/A PC General & Unrestricted 27,500
    COALITION FOR THE HOMELESS INC
    129 FULTON ST
    NEW YORK CITY,NY10038
    N/A PC General & Unrestricted 72,500
    COMMUNITY CENTER OF NORTHERN WESTCHESTER INC
    84 BEDFORD RD
    KATONAH,NY10536
    N/A PC General & Unrestricted 70,000
    COMMUNITY HEALTH PROJECT INC
    356 W 18TH ST
    NEW YORK,NY10011
    N/A PC General & Unrestricted 60,000
    CONNECT TO COMPETE INC
    714 W OLYMPIC BLVD STE 924
    LOS ANGELES,CA90015
    N/A PC General & Unrestricted 10,000
    CORRECTIONAL ASSOCIATION OF NEW YORK
    PO BOX 793
    BROOKLYN,NY11207
    N/A PC General & Unrestricted 45,000
    COUNCIL ON THE ENVIRONMENT INC DBA GROWNYC
    100 GOLD ST STE 3300
    NEW YORK,NY10038
    N/A PC General & Unrestricted 265,000
    COURAGE CAMPAIGN INSTITUTE
    7119 WEST SUNSET BLVD NO 195
    LOS ANGELES,CA90046
    N/A PC General & Unrestricted 32,000
    COURT APPOINTED SPECIAL ADVOCATE INC
    3105 E HARMONY RD
    FORT COLLINS,CO80528
    N/A PC Staff Salary Fund 5,000
    COURT APPOINTED SPECIAL ADVOCATE INC
    3105 E HARMONY RD
    FORT COLLINS,CO80528
    N/A PC General & Unrestricted 5,000
    DALLAS ARBORETUM & BOTANICAL
    8617 GARLAND RD
    DALLAS,TX75218
    N/A PC General & Unrestricted 1,000
    DEEDS NOT WORDS
    1023 SPRINGDALE RD 11D
    AUSTIN,TX78721
    N/A PC General & Unrestricted 6,000
    EARTHRIGHTS INTERNATIONAL INC
    1612 K ST NW STE 800
    WASHINGTON,DC20006
    N/A PC General & Unrestricted 10,000
    EARTHWISE AWARE INC
    50A SPRING ST
    SOMERVILLE,MA02143
    N/A PC General & Unrestricted 2,500
    ENVIRONMENTAL LEAGUE OF MASSACHUSETTS INC
    15 COURT SQ STE 1000
    BOSTON,MA02108
    N/A PC General & Unrestricted 5,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104
    N/A PC General & Unrestricted 20,000
    ESSEX COUNTY GREEN BELT ASSOCIATION INC
    82 EASTERN AVE
    ESSEX,MA01929
    N/A PC General & Unrestricted 20,000
    FAIR ELECTIONS CENTER
    1825 K ST NW STE 450
    WASHINGTON,DC20006
    N/A PC General & Unrestricted 60,000
    FEEDING AMERICA
    161 N CLARK ST SUITE 700
    CHICAGO,IL60601
    N/A PC General & Unrestricted 30,000
    FEEDING WESTCHESTER INC
    200 CLEARBROOK RD
    ELMSFORD,NY10523
    N/A PC General & Unrestricted 70,000
    FIRST FRIENDS OF NEW JERSEY AND NEW YORK
    53 S HACKENSACK AVE
    KEARNY,NJ07032
    N/A PC General & Unrestricted 10,000
    FOOD BANK FOR LARIMER COUNTY
    5706 WRIGHT DR
    LOVELAND,CO80538
    N/A PC General & Unrestricted 40,000
    FOOD BANK FOR NEW YORK CITY
    39 BROADWAY 10TH FL
    NEW YORK,NY10006
    N/A PC General & Unrestricted 90,000
    FOOD FOR FREE COMMITTEES INC
    11 INMAN ST
    CAMBRIDGE,MA02139
    N/A PC General & Unrestricted 6,000
    FOOD GATHERERS
    PO BOX 131037
    ANN ARBOR,MI48113
    N/A PC General & Unrestricted 10,000
    FOOD PROJECT INC
    10 LEWIS ST
    LINCOLN,MA01773
    N/A PC General & Unrestricted 10,000
    FREE TO RUN INC
    PO BOX 91
    MYSTIC,CT06355
    N/A PC General & Unrestricted 10,000
    FREEDOM FOR IMMIGRANTS
    1322 WEBSTER ST STE 300
    OAKLAND,CA94612
    N/A PC Bond Fund 10,000
    FREEDOM FOR IMMIGRANTS
    1322 WEBSTER ST STE 300
    OAKLAND,CA94612
    N/A PC General & Unrestricted 20,000
    FRIENDS OF AMANI US INC
    11 S MAIN ST STE 501
    CONCORD,NH03301
    N/A PC General & Unrestricted 15,000
    FRIENDS OF CASCO BAY
    43 SLOCUM DR
    S PORTLAND,ME04106
    N/A PC General & Unrestricted 3,000
    FRIENDS OF CITY RELIQUARYINCORPORATED
    370 METROPOLITAN AVE
    BROOKLYN,NY11211
    N/A PC General & Unrestricted 3,386
    FRIENDS OF MIDDLESEX FELLS RESERVATION INC
    235 W FOSTER ST STE 2
    MELROSE,MA02176
    N/A PC General & Unrestricted 40,000
    FRIENDS OF THE GARDENS ON SPRING CREEK
    2145 CENTRE AVE
    FORT COLLINS,CO80526
    N/A PC Northwest Grove Project 17,000
    GAINING GROUND INC
    PO BOX 374
    CONCORD,MA01742
    N/A PC General & Unrestricted 10,000
    GETTING OUT AND STAYING OUT INC
    75 E 116TH ST
    NEW YORK,NY10029
    N/A PC General & Unrestricted 14,000
    GIRLS INCORPORATED OF WESTCHESTER COUNTY
    901 N BROADWAY STE 6
    WHITE PLAINS,NY10603
    N/A PC General & Unrestricted 5,000
    GIVEDIRECTLY INC
    CHURCH STREET STA PO BOX 3221
    NEW YORK,NY10008
    N/A PC General & Unrestricted 60,000
    GLEANERS COMMUNITY FOOD BANK INC
    2131 BEAUFAIT ST
    DETROIT,MI48207
    N/A PC General & Unrestricted 10,000
    GODDARD RIVERSIDE COMMUNITY CENTER
    593 COLUMBUS AVE
    NEW YORK,NY10024
    N/A PC General & Unrestricted 14,000
    GOFUNDME ORG
    3756 W AVE 40 STE K 507
    LOS ANGELES,CA90065
    N/A PC Wildfire Relief Fund 3,000
    GOLDEN STATE OPPORTUNITY FOUNDATION
    345 CALIFORNIA ST STE 600
    SAN FRANCISCO,CA94104
    N/A PC Center for Health and Democracy Education Fund 19,000
    GOOD SHEPHERD FOOD BANK
    3121 HOTEL RD
    AUBURN,ME04210
    N/A PC General & Unrestricted 10,000
    GRAND TETON NATIONAL PARK FOUNDATION
    PO BOX 249
    MOOSE,WY83012
    N/A PC General & Unrestricted 1,500
    GREENWICH HOUSE INC
    122 W 27TH ST 6TH FL
    NEW YORK,NY10001
    N/A PC General & Unrestricted 10,000
    GUIDING EYES FOR THE BLIND INC
    611 GRANITE SPRINGS RD
    YORKTOWN HTS,NY10598
    N/A PC General & Unrestricted 10,000
    GWICHIN STEERING COMMITTEE
    PO BOX 70978
    FAIRBANKS,AK99707
    N/A PC General & Unrestricted 5,000
    HABITAT FOR HUMANITY NEW YORK CITY AND WESTCHESTER
    111 JOHN ST 23RD FL
    NEW YORK,NY10038
    N/A PC Habitat for Humanity NYC and Westchester general support 5,000
    HAMILTON-MADISON HOUSE INC
    253 S ST 2ND FL
    NEW YORK,NY10002
    N/A PC General & Unrestricted 10,000
    HANDS ALONG THE NILE DEVELOPMENT SERVICES INC
    535B E BRADDOCK RD
    ALEXANDRIA,VA22314
    N/A PC General & Unrestricted 9,000
    HENRY STREET SETTLEMENT
    265 HENRY ST
    NEW YORK,NY10002
    N/A PC General & Unrestricted 665,000
    HENRY STREET SETTLEMENT
    265 HENRY ST
    NEW YORK,NY10002
    N/A PC General Operations and/or Data Systems Administrator Fund 100,000
    HER JUSTICE INC
    100 BROADWAY 10TH FL
    NEW YORK,NY10005
    N/A PC General & Unrestricted 43,000
    HOPE PROGRAM INC
    ONE SMITH ST 4TH FLOOR
    BROOKLYN,NY11201
    N/A PC For Green Jobs Training Programs 12,500
    HOPES DOOR INC
    50 BROADWAY STE 01
    HAWTHORNE,NY10532
    N/A PC General & Unrestricted 10,000
    HUDSON GUILD
    441 W 26TH ST
    NEW YORK,NY10001
    N/A PC General & Unrestricted 10,000
    IMMIGRANT LEGAL ADVOCACY PROJECT
    489 CONGRESS ST STE 3
    PORTLAND,ME04101
    N/A PC General & Unrestricted 10,000
    INDIAN LAW RESOURCE CENTER
    602 N EWING ST
    HELENA,MT59601
    N/A PC General & Unrestricted 30,000
    INNOCENCE PROJECT NEW ORLEANS
    4051 ULLOA ST
    NEW ORLEANS,LA70119
    N/A PC General & Unrestricted 65,000
    INQUILINXS UNIDXS POR JUSTICIA-UNITED RENTERS FOR
    3715 CHICAGO AVE
    MINNEAPOLIS,MN55407
    N/A PC General & Unrestricted 5,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007
    N/A PC General & Unrestricted 136,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007
    N/A PC Supporting Adolescents and their Families in Emergencies (SAFE) Project 10,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007
    N/A PC New York City Area Fund 10,000
    J STREET EDUCATION FUND INC
    PO BOX 66073
    WASHINGTON,DC20035
    N/A PC General & Unrestricted 15,000
    JACOB BURNS FILM CENTER INC
    405 MANVILLE RD 3RD FL
    PLEASANTVILLE,NY10570
    N/A PC General & Unrestricted 15,000
    JANE PLACE NEIGHBORHOOD SUSTAINABILITY INITIATIVE
    2533 COLUMBUS ST
    NEW ORLEANS,LA70119
    N/A PC General & Unrestricted 5,000
    JANES DUE PROCESS INC
    PO BOX 685137
    AUSTIN,TX78768
    N/A PC General & Unrestricted 6,000
    JOHN JAY HIGH SCHOOL
    PO BOX 387
    KATONAH,NY10536
    N/A GOV General & Unrestricted 5,000
    JUSTICE IN MOTION INC
    PO BOX 160128
    BROOKLYN,NY11216
    N/A PC General & Unrestricted 88,000
    KAKENYAS DREAM
    4250 N FAIRFAX DR STE 600
    ARLINGTON,VA22203
    N/A PC KEEP 5,000
    KATONAH MUSEUM OF ART INC
    134 JAY ST
    KATONAH,NY10536
    N/A PC General & Unrestricted 5,000
    KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC
    3101 KINGSBRIDGE TER
    BRONX,NY10463
    N/A PC General & Unrestricted 35,000
    LAND FOR GOOD INC
    PO BOX 625
    KEENE,NH03431
    N/A PC General & Unrestricted 10,000
    LAND TRUST ALLIANCE INCORPORATED
    1250 H ST NW STE 600
    WASHINGTON,DC20005
    N/A PC General & Unrestricted 2,500
    LARIMER HUMANE SOCIETY
    3501 E 71ST ST
    LOVELAND,CO80538
    N/A PC General & Unrestricted 10,000
    LEHIGH UNIVERSITY
    125 GOODMAN DR
    BETHLEHEM,PA18015
    N/A PC Scholarship and Financial Aid Fund 5,000
    LENOX HILL HOSPITAL
    2000 MARCUS AVE
    NEW HYDE PARK,NY11042
    N/A PC Center for Attention and Learning 25,000
    LENOX HILL NEIGHBORHOOD HOUSE INC
    331 E 70TH ST
    NEW YORK,NY10021
    N/A PC General & Unrestricted 14,000
    LIFE ROLLS ON FOUNDATION
    PO BOX 45770
    LOS ANGELES,CA90045
    N/A PC General & Unrestricted 15,000
    LITERACY VOLUNTEERS ON THE GREEN
    PO BOX 366 7 WHITTLESEY AVE
    NEW MILFORD,CT06776
    N/A PC General & Unrestricted 1,000
    LOVELAND YOUTH GARDENERS
    PO BOX 1004
    LOVELAND,CO80538
    N/A PC General & Unrestricted 20,000
    LOVIN SPOONFULS INC
    189 WELLS AVE
    NEWTON,MA02459
    N/A PC General & Unrestricted 7,000
    LOWER EAST SIDE TENEMENT MUSEUM
    103 ORCHARD ST 4TH FL
    NEW YORK,NY10002
    N/A PC General & Unrestricted 50,000
    MAIN STREET COMMUNITY CENTER
    5494 STATE RTE 23
    WINDHAM,NY12496
    N/A PC General & Unrestricted 75,000
    MAINE ORGANIC FARMERS & GARDENERS ASSOCIATION
    PO BOX 170
    UNITY,ME04988
    N/A PC General & Unrestricted 8,000
    MAINE SEACOAST MISSION
    6 OLD FIREHOUSE LN
    NORTHEAST HARBOR,ME04662
    N/A PC General & Unrestricted 5,000
    MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
    415 CROSSWAYS PARK DR STE D
    WOODBURY,NY11797
    N/A PC General & Unrestricted 10,000
    MASSACHUSETTS AUDUBON SOCIETY INC
    208 S GREAT RD
    LINCOLN,MA01773
    N/A PC General & Unrestricted 3,000
    MASSACHUSETTS CLIMATE ACTION NETWORK
    35 CRESCENT ST APT 620
    WALTHAM,MA02453
    N/A PC General & Unrestricted 4,000
    MASSACHUSETTS GENERAL HOSPITAL
    125 NASHUA ST STE 540
    BOSTON,MA02114
    N/A PC General & Unrestricted 3,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741
    N/A PC General & Unrestricted 90,500
    MEDICAL EDUCATION COOPERATION WITH CUBA
    1714 FRANKLIN ST STE 100282
    OAKLAND,CA94612
    N/A PC General & Unrestricted 50,000
    MEDICAL EDUCATION COOPERATION WITH CUBA
    1714 FRANKLIN ST STE 100282
    OAKLAND,CA94612
    N/A PC MD Pipeline Program 12,500
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    PO BOX 5028
    HAGERSTOWN,MD21741
    N/A PC Food to Overcome Outcome Disparities (FOOD) Program 30,000
    MICHIGAN ADVOCACY PROGRAM
    15 S WASHINGTON ST
    YPSILANTI,MI48197
    N/A PC Michigan Immigrant Rights Center (MIRC) 10,000
    MILTON ACADEMY
    170 CENTRE ST
    MILTON,MA02186
    N/A PC The Mountain School 5,000
    MORE THAN WORDS INC
    56 FELTON ST
    WALTHAM,MA02453
    N/A PC General & Unrestricted 5,000
    MOUNT KISCO CHILD CARE CENTER INC
    95 RADIO CIR DR
    MOUNT KISCO,NY10549
    N/A PC General & Unrestricted 7,500
    NATIONAL ASIAN PACIFIC AMERICAN WOMENS FORUM
    PO BOX 13255
    CHICAGO,IL60613
    N/A PC General & Unrestricted 40,000
    NATIONAL FOREST FOUNDATION
    BLDG 27 STE 3 FORT MISSOULA RD
    MISSOULA,MT59804
    N/A PC General & Unrestricted 10,000
    NATIONAL NETWORK OF ABORTION FUNDS
    PO BOX 227336
    DALLAS,TX75222
    N/A PC Texas Equal Access Fund 6,000
    NATIONAL NETWORK OF ABORTION FUNDS - FUND TEXAS CH
    3005 S LAMAR BLVD D-109 111
    AUSTIN,TX78704
    N/A PC General & Unrestricted 6,000
    NATIONAL NETWORK OF ABORTION FUNDS - LILITH FUND
    PO BOX 684949
    AUSTIN,TX78768
    N/A PC Lilith Fund 6,000
    NATIONAL SAVE THE FAMILY FARM COALITION
    110 MARYLAND AVE NE STE 307
    WASHINGTON,DC20002
    N/A PC General & Unrestricted 13,000
    NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE
    PO BOX 675
    FLAGSTAFF,AZ86002
    N/A PC General & Unrestricted 40,000
    NATURAL RESOURCES COUNCIL INC
    3 WADE ST
    AUGUSTA,ME04330
    N/A PC General & Unrestricted 3,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 WEST 20TH ST 11TH FLOOR
    NEW YORK,NY10011
    N/A PC General & Unrestricted 80,000
    NEIGHBOR TO NEIGHBOR INC
    1550 BLUE SPRUCE DR
    FORT COLLINS,CO80524
    N/A PC General & Unrestricted 20,000
    NEIGHBORS LINK CORP
    27 COLUMBUS AVE
    MOUNT KISCO,NY10549
    N/A PC General & Unrestricted 10,000
    NEW ALTERNATIVES FOR CHILDREN INC
    37 WEST 26TH ST
    NEW YORK,NY10010
    N/A PC General & Unrestricted 20,000
    NEW ISRAEL FUND
    6 EAST 39TH ST SUITE 301
    NEW YORK,NY10016
    N/A PC Ir Amim Fund and Human Rights Campaign 65,000
    NEW YORK-NEW JERSEY TRAIL CONFERENCE INC
    600 RAMAPO VALLEY RD
    MAHWAH,NJ07430
    N/A PC General & Unrestricted 20,000
    NEW YORKERS AGAINST GUN VIOLENCE EDUCATION FUND IN
    675 3RD AVE RM 2216
    NEW YORK,NY10017
    N/A PC General & Unrestricted 45,000
    NORTHEAST WILDERNESS TRUST
    17 STATE ST
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 5,000
    NORTHEASTERN MINNESOTANS FOR WILDERNESS
    PO BOX 625
    ELY,MN55731
    N/A PC General & Unrestricted 5,000
    NORTHERN WESTCHESTER HOSPITAL ASSOCIATION
    400 EAST MAIN ST
    MOUNT KISCO,NY10549
    N/A PC Cancer Center and Cardiac Care for Women 50,000
    NORTHERN WESTCHESTER HOSPITAL ASSOCIATION
    400 EAST MAIN ST
    MOUNT KISCO,NY10549
    N/A PC Ken Hamilton Caregivers Center 2,500
    NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC
    1301 FIFTH AVE 1ST FLOOR
    NEW YORK,NY10029
    N/A PC General & Unrestricted 5,000
    OPEN DOOR FOUNDATION INC
    165 MAIN ST
    OSSINING,NY10562
    N/A PC General & Unrestricted 15,000
    OPEN SPACE INSTITUTE INC
    1350 BROADWAY RM 201
    NEW YORK,NY10018
    N/A PC General & Unrestricted 40,000
    OPERATION UNDERGROUND RAILROAD INC
    PO BOX 560902
    DENVER,CO80256
    N/A PC General & Unrestricted 14,060
    ORDINARY WISHES INC
    PO BOX 77
    WACCABUC,NY10597
    N/A PC General & Unrestricted 5,000
    ORGANIZING NEIGHBORHOOD EQUITY
    1344 T S ST NW BSMT
    WASHINGTON,DC20009
    N/A PC General & Unrestricted 5,000
    OUT MAINE
    PO BOX 1723
    ROCKLAND,ME04841
    N/A PC General & Unrestricted 2,000
    OXFAM-AMERICA INC
    PO BOX 97374
    WASHINGTON,DC20090
    N/A PC General & Unrestricted 76,000
    PACE WOMEN'S JUSTICE CENTER
    78 N BROADWAY
    WHITE PLAINS,NY10603
    N/A PC General & Unrestricted 7,500
    PARTNERS IN HEALTH A NONPROFIT CORPORATION
    PO BOX 996
    FREDERICK,MD21705
    N/A PC General & Unrestricted 68,000
    PARTNERS IN HEALTH A NONPROFIT CORPORATION
    PO BOX 996
    FREDERICK,MD21705
    N/A PC Haiti Earthquake Relief Fund 25,000
    PATHWAYS HOSPICE
    305 CARPENTER RD
    FORT COLLINS,CO80525
    N/A PC Hospice Building Fund 20,000
    PATHWAYS HOSPICE
    305 CARPENTER RD
    FORT COLLINS,CO80525
    N/A PC Hospice Building Fund 10,000
    PEOPLE FOR THE AMERICAN WAY FOUNDATION
    1101 15TH ST NW STE 600
    WASHINGTON,DC20005
    N/A PC General & Unrestricted 133,000
    PHILANTHROPY MASSACHUSETTS INC
    133 FEDERAL ST STE 802
    BOSTON,MA02110
    N/A PC Environmental Justice Fund 40,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038
    N/A PC General & Unrestricted 200,000
    PLANNED PARENTHOOD HUDSON PECONIC INC
    570 TAXTER RD STE 250
    ELMSFORD,NY10523
    N/A PC general support for Westchester programs 20,000
    PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC
    1055 COMMONWEALTH AVE
    BOSTON,MA02215
    N/A PC General & Unrestricted 5,000
    PLANNED PARENTHOOD OF MICHIGAN
    950 VICTORS WAY STE 100
    ANN ARBOR,MI48108
    N/A PC Ann Arbor Health Center Renovation Fund 20,000
    PLANNED PARENTHOOD OF MICHIGAN
    950 VICTORS WAY STE 100
    ANN ARBOR,MI48108
    N/A PC General & Unrestricted 50,000
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    784 HERCULES DRIVE STE 110
    COLCHESTER,VT05446
    N/A PC General & Unrestricted 100,000
    PONY POWER THERAPIES INC
    1170 RAMAPO VALLEY RD
    MAHWAH,NJ07430
    N/A PC General & Unrestricted 10,000
    PREBLE STREET
    38 PREBLE ST 3RD FLOOR
    PORTLAND,ME04101
    N/A PC General & Unrestricted 150,000
    PROJECT SELF-SUFFICIENCY OF LOVELAND-FORT COLLINS
    375 W 37TH ST STE 150
    LOVELAND,CO80538
    N/A PC General & Unrestricted 25,000
    PROMISE PROJECT INC
    121 AVE OF THE AMERICAS FL 6
    NEW YORK,NY10013
    N/A PC General & Unrestricted 40,000
    PROTECT OUR WINTERS
    4676 BROADWAY ST
    BOULDER,CO80304
    N/A PC General & Unrestricted 5,000
    RAMAPO FOR CHILDREN INC
    49 W 38TH ST 5TH FL
    NEW YORK,NY10018
    N/A PC General & Unrestricted 10,000
    REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S
    1305 N FLORES ST
    SAN ANTONIO,TX78212
    N/A PC RAICES Action Fund 10,000
    REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S
    1305 N FLORES ST
    SAN ANTONIO,TX78212
    N/A PC General & Unrestricted 10,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN - MICHIGAN R
    535 W WILLIAM ST STE 10
    ANN ARBOR,MI48103
    N/A PC General & Unrestricted 1,000
    RESIST INC
    42 SEAVERNS AVE
    JAMAICA PLAIN,MA02130
    N/A PC Northeast Farmers of Color Land Trust Fund 22,904
    RESPITE CARE INC
    6203 S LEMAY AVE
    FORT COLLINS,CO80525
    N/A PC General & Unrestricted 3,000
    RIGHT TO THE CITY ALLIANCE INC
    388 ATLANTIC AVE 2ND FL
    BROOKLYN,NY11217
    N/A PC General & Unrestricted 20,000
    RIPPLEFFECT INC
    PO BOX 441
    PORTLAND,ME04112
    N/A PC General & Unrestricted 1,000
    RIVERKEEPER INC
    20 SECOR RD
    OSSINING,NY10562
    N/A PC General & Unrestricted 20,000
    ROIL
    PO BOX 1062
    LEWISTON,ME04243
    N/A PC Maine Inside Out 5,000
    ROOM TO READ
    465 CALIFORNIA ST STE 1000
    SAN FRANCISCO,CA94104
    N/A PC General & Unrestricted 5,000
    ROSIES PLACE INC
    889 HARRISON AVE
    BOSTON,MA02118
    N/A PC General & Unrestricted 10,000
    ROUNDUP RIVER RANCH
    8333 COLORADO RIVER RD
    GYPSUM,CO81637
    N/A PC General & Unrestricted 15,000
    SAN FRANCISCO PLANNING & URBAN RESEARCH ASSN (SP
    654 MISSION ST
    SAN FRANCISCO,CA94105
    N/A PC General & Unrestricted 8,000
    SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRA
    305 7TH AVE 12TH FL
    NEW YORK,NY10001
    N/A PC General & Unrestricted 20,000
    SILVER SPRINGS MARTIN LUTHER SCHOOL
    512 W TOWNSHIP LINE RD
    PLYMOUTH MEETING,PA19462
    N/A PC Operating Fund 25,000
    SOCIAL SECURITY WORKS EDUCATION FUND
    815 16TH ST NW 4TH FL
    WASHINGTON,DC20006
    N/A PC Contribution designated for Business Leaders for Health Care Transformation 1,000
    SOS COMMUNITY SERVICES
    101 S HURON ST
    YPSILANTI,MI48197
    N/A PC General & Unrestricted 15,000
    ST JOHNS EPISCOPAL CHURCH
    7 WHITTLESEY AVE
    NEW MILFORD,CT06776
    N/A PC New Milford Refugee Resettlement Fund 1,000
    ST JOSEPHS HOUSE OF HOSPITALITY OF ROCHESTER N Y F
    402 S AVE
    ROCHESTER,NY14620
    N/A PC City-Wide Tenant Union of Rochester Support Fund 5,000
    ST LUKES FOUNDATION INC
    377 N WILTON RD
    NEW CANAAN,CT06840
    N/A PC Social Justice Design-Based Learning Fund 25,000
    STANLEY M ISAACS NEIGHBORHOOD CENTER
    415 E 93RD ST
    NEW YORK,NY10128
    N/A PC General & Unrestricted 14,000
    STATE VOICES
    1616 P ST NW STE 220
    WASHINGTON,DC20036
    N/A PC General & Unrestricted 230,000
    STEEP ROCK ASSOCIATION INC
    PO BOX 279
    WASHINGTON DEPOT,CT06794
    N/A PC General & Unrestricted 5,000
    SUPERIOR HIKING TRAIL ASSOCIATION
    PO BOX 315
    TWO HARBORS,MN55616
    N/A PC General & Unrestricted 1,500
    SURVIVAL INTERNATIONAL USA
    PO BOX 26345
    SAN FRANCISCO,CA94126
    N/A PC General & Unrestricted 10,000
    TEATOWN LAKE RESERVATION INC
    1600 SPRING VALLEY RD
    OSSINING,NY10562
    N/A PC General & Unrestricted 6,000
    TEMPLE BETH EL OF NORTHERN WESTCHESTER
    220 S BEDFORD RD
    CHAPPAQUA,NY10514
    N/A PC annual fund 10,000
    TEMPLE SHAARAY TEFILA OF WESTCHESTER
    89 BALDWIN RD
    BEDFORD CORS,NY10549
    N/A PC General & Unrestricted 60,000
    TEMPLE SHAARAY TEFILA OF WESTCHESTER
    89 BALDWIN RD
    BEDFORD CORS,NY10549
    N/A PC Teen Center 25,000
    THE NEW SCHOOL
    79 FIFTH AVE 17TH FLOOR
    NEW YORK,NY10003
    N/A PC Equity for Children 700
    THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
    PO BOX 2599
    OAKLAND,CA94614
    N/A PC General & Unrestricted 19,000
    THE CHILDRENS HEALTH FUND
    475 RIVERSIDE DR STE 630
    NEW YORK,NY10115
    N/A PC General & Unrestricted 40,000
    THE COMMUNITY KITCHEN
    PO BOX 3033
    LOVELAND,CO80539
    N/A PC General & Unrestricted 25,000
    THE JEWISH COMMUNITY CENTER IN MANHATTAN INC
    334 AMSTERDAM AVE
    NEW YORK,NY10023
    N/A PC literacy project 40,000
    THE NETWORK FOR SOCIAL JUSTICE INC
    PO BOX 346
    WINCHESTER,MA01890
    N/A PC General & Unrestricted 1,500
    THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN
    445 FIFTH AVE 4TH FLOOR
    NEW YORK,NY10016
    N/A PC after-school programs 1,000
    THE NON-GMO PROJECT
    11 BELLWETHER WAY STE 301
    BELLINGHAM,WA98225
    N/A PC General & Unrestricted 25,000
    THE SIERRA CLUB FOUNDATION
    50 F ST EIGHTH FL
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 5,000
    TRUST FOR PUBLIC LAND
    666 BROADWAY 9TH FL
    NEW YORK,NY10012
    N/A PC Equitable Communities Fund 10,000
    TRUST FOR PUBLIC LAND
    666 BROADWAY 9TH FL
    NEW YORK,NY10012
    N/A PC General & Unrestricted 25,000
    TRUSTEES OF TUFTS COLLEGE
    80 GEORGE ST
    MEDFORD,MA02155
    N/A PC New Entry Sustainable Farming Project: Food Hub 20,000
    UNION SETTLEMENT ASSOC
    237 E 104TH ST
    NEW YORK,NY10029
    N/A PC General & Unrestricted 17,000
    UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
    PO BOX 4227
    NEW YORK,NY10261
    N/A PC General & Unrestricted 25,000
    UNITED NEIGHBORHOOD HOUSES OF NEW YORK INC
    45 BROADWAY 22ND FL
    NEW YORK,NY10006
    N/A PC General & Unrestricted 27,000
    UNITED STATES FUND FOR UNICEF
    125 MAIDEN LN 10TH FLR
    NEW YORK,NY10038
    N/A PC General & Unrestricted 45,000
    UNITED WAY OF LARIMER COUNTY INC
    525 W OAK ST STE 101
    FORT COLLINS,CO80521
    N/A PC Reading Corp program 22,000
    UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION-SCHOO
    2121 BERKELEY WAY RM 5302
    BERKELEY,CA94720
    N/A PC The Health Policy Advocacy Initiative Public Health Leadership 120,000
    UNIVERSITY OF MAINE SCHOOL OF LAW FOUNDATION
    246 DEERING AVE
    PORTLAND,ME04102
    N/A PC Maine Center for Juvenile Policy and Law 50,000
    UNIVERSITY OF MAINE SCHOOL OF LAW FOUNDATION
    246 DEERING AVE
    PORTLAND,ME04102
    N/A PC Maine Center for Juvenile Policy and Law 20,000
    UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK
    184 ELDRIDGE ST 3RD FL
    NEW YORK,NY10002
    N/A PC General & Unrestricted 24,000
    UP VALLEY FAMILY CENTERS OF NAPA COUNTY
    1440 SPRING ST
    SAINT HELENA,CA94574
    N/A PC General & Unrestricted 3,000
    VOICES OF COMMUNITY ACTIVISTS & LEADERS-VOCAL-NY-I
    PO BOX 170374
    BROOKLYN,NY11217
    N/A PC General & Unrestricted 5,000
    VOTINGWORKS
    548 MARKET ST STE 53001
    SAN FRANCISCO,CA94104
    N/A PC General & Unrestricted 50,000
    WESTCHESTER LAND TRUST INC
    403 HARRIS RD
    BEDFORD HILLS,NY10507
    N/A PC General & Unrestricted 35,000
    WILDLANDS TRUST INC
    675 LONG POND RD
    PLYMOUTH,MA02360
    N/A PC General & Unrestricted 5,000
    WINCHESTER HOSPITAL FOUNDATION INC
    41 HIGHLAND AVE
    WINCHESTER,MA01890
    N/A PC Healthcare Heroes Fund 5,000
    WNET
    825 8TH AVENUE
    NEW YORK,NY10019
    N/A PC General & Unrestricted 20,000
    WOBURN COUNCIL OF SOCIAL CONCERN INC
    2 MERRIMAC ST
    WOBURN,MA01801
    N/A PC General & Unrestricted 2,500
    WORLD CENTRAL KITCHEN INCORPORATED
    200 MASSACHUSETTS AVE NW 7TH FL
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 15,000
    WRIGHT LOCKE FARM CONSERVANCY INC
    PO BOX 813
    WINCHESTER,MA01890
    N/A PC General & Unrestricted 25,000
    YELLOWSTONE FOREVER
    PO BOX 1857
    BOZEMAN,MT59771
    N/A PC General & Unrestricted 1,500
    YESHIVA UNIVERSITY
    2495 AMSTERDAM AVE
    NEW YORK,NY10033
    N/A PC Ferkauf Graduate School Diversity Scholarship Fund 20,000
    YOUTH REPRESENT INC
    11 PARK PLACE STE 1512
    NEW YORK,NY10007
    N/A PC General & Unrestricted 53,000
    Total .................................bullet 3a 7,943,981
    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 3,551  
    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 16,904,053  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss
        14 1,470,273  
    bFederal Tax Refund     01 11,364  
    cCLASS ACTION LAWSUIT PROCEEDS     01 1,398  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   19,145,236  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    19,145,236
    (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

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

    TY 2021 DepreciationSchedule
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 GeneralExplanationAttachment
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    Identifier Return Reference Explanation
    FORM 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
    Form 8865 Form 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
    Form 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    Name of Bond End of Year Book Value End of Year Fair Market Value
    REGAL COMMUNICATIONS - 10.000% 233,397  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 313,839 555,360
    ACCENTURE PLC 149,720 454,761
    ADOBE SYSTEMS, INC 196,575 561,956
    AERCAP HOLDING N.V 674,762 772,283
    AET AND D HOLD NON VOTING SHS    
    AIRBNB 259,950 296,019
    ALIGN TECHNOLOGY, INC 58,278 185,982
    ALLEGIANT TRAVEL CO 286,853 281,121
    ALPHABET INC CL A 658,589 1,662,901
    ALPHABET INC CL C 287,446 818,886
    AMAZON COM 1,642,862 1,823,885
    ANALOG DEVICES INC 302,643 351,540
    APPLE INC 90,030 710,280
    APTIV PLC 219,657 463,345
    ARMSTRONG WORLD INDU 253,289 279,501
    AUTODESK, INC 235,496 339,678
    AVALARA INC 394,411 315,158
    BECTON DICKINSON AND CO PRF B 105,000 105,500
    BLACKROCK INC 256,582 457,780
    BLOCK INC 376,038 359,360
    BROADCOM INC 8% PFD SER A 420,052 830,156
    CARRIER GLOBAL 87,220 108,480
    CATALENT INC 197,990 286,787
    CLARIVATE PLC 444,225 440,741
    DANAHER CORP 213,519 421,791
    DATTO HLDG CORP 291,873 294,909
    DEVON ENERGY CORPORATION 121,991 220,250
    DOCUSIGN INC 145,973 327,467
    DOW INC 141,586 141,800
    EATON CORP PLC 93,711 103,692
    FASTENAL COMPANY 93,772 128,120
    FLOOR AND DECOR HOLDINGS 200,130 216,597
    GARTNER INC 103,850 304,900
    GOOSEHEAD INSURANCE INC 385,583 394,012
    HALOZYME THERAPEUTICS, INC 303,363 431,654
    ILLUMINA INC COM 148,713 185,274
    INTERACTIVE BROKERS GROUP, INC 264,299 345,715
    INTUITIVE SURGICAL 153,724 226,359
    IQVIA HOLDINGS INC 306,368 573,026
    JOHNSON & JOHNSON 84,498 128,303
    LITHIA MOTORS INC CL A 588,862 492,640
    MAINGATE MLP FUND CL I 6,116,934 4,677,332
    MARTIN MARIETTA MATLS INC 390,332 509,682
    MASTERCARD INC 340,941 504,485
    META PLATFORMS INC 395,758 789,077
    MICROSOFT CORP 709,379 1,961,419
    MSCI INC 69,145 163,588
    NCR CP 85,031 80,400
    NETFLIX INC 252,192 283,749
    NIKE INC-CL B 167,507 474,176
    NVIDIA CORP 264,627 620,866
    OCCIDENTAL PETROLEUM CORP 37,476 43,485
    OSHKOSH CORP 179,012 169,065
    PALO ALTO NETWORKS INC 302,494 708,755
    PAYPAL HOLDINGS, INC 847,612 1,061,705
    PEPSICO INC 226,492 347,420
    PERSHING SQUARE HOLDINGS LTD. 56,138 61,800
    PFIZER INC 76,859 88,575
    PROGYNY ORD SHS 389,190 360,808
    PUT - AAPL@140 - 06/17/22 9,914 5,540
    PUT - CRM @200 - 06/17/22 7,430 5,050
    PUT - DOCU@125 - 06/17/22 9,170 9,100
    PUT - FB@310 - 07/15/22 5,325 5,985
    PUT - MSFT@295 - 04/14/22 6,694 5,900
    PUT - NKE@140 - 04/14/22 5,120 1,856
    PUT - PYPL 07/15/22 @ $150 14,220 12,300
    PUT - TGT@200 - 07/15/22 5,499 5,640
    PUT - ZTS@190 - 04/14/22 19,801 2,600
    PUT - ZTS@200 - 07/15/22 10,920 10,920
    REPAY HOLDINGS CORPORATION 390,015 300,395
    SALESFORCE.COM 864,931 1,194,157
    SERVICE NOW 166,348 375,186
    SIGNATURE BANK 219,983 228,693
    SOUTHWEST AIRLINES 427,827 381,019
    STARBUCKS CORP COM 149,867 260,024
    STRYKER CORPORATION 227,670 267,420
    T. ROWE PRICE GROUP 144,529 176,976
    TAIWAN SEMICONDUCTOR MFG CO LT 29,077 180,465
    TARGET CORPORATION 129,600 347,160
    THE ENSIGN GROUP, INC 384,690 393,688
    THERMO FISHER SCIENTIFIC INC 145,833 667,240
    UNITEDHEALTH GROUP INC 223,986 348,485
    VISA INC 203,080 394,412
    W. P. CAREY INC 87,730 82,050
    WAL-MART STORES INC 229,945 289,380
    WALT DISNEY HOLDINGS CO 394,542 366,005
    WELLS FARGO & CO 338,701 719,268
    ZOETIS INC 281,683 1,126,931

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    US Government Securities - End of Year Book Value:

    9,865,110
    US Government Securities - End of Year Fair Market Value:

    9,759,247
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AIR U.S. LIFE FUND IV, L.P   3,132,251 3,227,570
    ASM CONNAUGHT HOUSE FUND III,   2,750,000 3,323,326
    BOND CAPITAL FUND, LP   1,182,294 2,925,637
    BOND II, L.P   1,269,170 1,536,459
    COLCHIS INCOME FUND, LTD   762,428 1,136,992
    COURAGE MUSIC ROYALTY FUND, L.   1,500,026 2,620,469
    DALTON INVESTMENTS TRUST SERIE   4,484,614 5,957,227
    DG VALUE PARTNERS II OFFSHORE   1,500,000 1,672,321
    DG VALUE PARTNERS II OFFSHORE   1,500,000 1,712,179
    ECHO STREET GOODCO SELECT II L   6,867,033 10,728,111
    FORESITE CAPITAL FUND V, L.P   612,588 800,393
    FORESITE CAPITAL OPPORTUNITY F   160,758 244,260
    FUNDSMITH EQUITY FUND, L.P   2,873,945 6,888,607
    GQG PARTNERS INT'L EQUITY FD L   4,444,332 5,729,102
    INDIA ACORN FUND (CAYMAN) LTD   4,004,552 8,545,698
    INNOVATION ENDEAVORS IV LP   273,098 273,316
    LIGHTHOUSE INDIA FUND III, LIM   1,810,293 5,681,284
    MGG SF EVERGREEN UNLEVERED FUN   5,249,741 5,030,473
    NEW GENERATION TURNAOUND FUND   1,096,920 1,094,053
    NEW SILK ROAD SEA FUND LTD CLA   1,700,000 1,700,000
    NOAL SCSP (FKA NOVALPINA CPTL   1,733,300 1,085,821
    NOVALIS LIFESCIENCES INVESTMEN   175,698 172,527
    OLEA SPECIAL OPPS OFFSHORE FD   1,908,211 2,472,451
    ORCHARD LIQUID CREDIT FUND   2,151,232 2,548,876
    THE OVERLOOK PARTNERS FUND L.P   3,684,806 4,444,440
    THIRD POINT OFFSHORE FUND, LTD   2,244,850 4,449,974
    THIRD POINT STRUCTURED CREDIT   3,000,000 3,691,744
    WARBURG PINCUS GLOBAL GROWTH (   87,728 95,259
    WARBURG PINCUS GLOBAL GROWTH,   1,226,742 1,602,499
    WARBURG PINCUS PRIVATE EQUITY   460,649 400,607
    WARBURG PINCUS PRIVATE EQUITY   30,844 63,688
    WARBURG PINCUS PRIVATE EQUITY   4,342 3,474
    WARBURG PINCUS PRIVATE EQUITY   3,333 3,164
    WARBURG PINCUS PRIVATE EQUITY   1,590,794 4,262,944
    WARBURG PINCUS XII CALLISTO (C   1,184,309 2,847,845
    WF ASIAN SMALLER COMPANIES FUN   3,170,896 2,913,562
    WP GG EUROPA (CAYMAN-B), L.P   1,092,150 1,643,401
    YORK CREDIT OPP UNIT TRUST   1,213,749 627,379
    YORK DISTRESSED ASSET FUND III   3,015,789 4,072,983
    YORK DISTRESSED ASSET FUND IV   2,249,158 2,621,275
    YORK EUROPEAN DISTRESSED CREDI   648,936 1,499,264

    TY 2021 OtherExpensesSchedule
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 97,000     97,000
    Bank Charges 3,852 3,852    
    Indemnification Insurance 1,989     1,989
    K-1 Exp AIR U.S. LIFE FUND IV, 34,115 34,115    
    K-1 Exp BOND CAPITAL FUND, LP 28,903 28,903    
    K-1 Exp BOND II, L.P 30,830 30,830    
    K-1 Exp COURAGE MUSIC ROYALTY 265,619 265,619    
    K-1 Exp DALTON INVESTMENTS TRU 86,762 86,762    
    K-1 Exp ECHO STREET GOODCO SEL 93,388 93,388    
    K-1 Exp FORESITE CAPITAL FUND 25,763 25,763    
    K-1 Exp FORESITE CAPITAL OPPOR 1,174 1,174    
    K-1 Exp FUNDSMITH EQUITY FUND, 63,996 63,996    
    K-1 Exp GQG PARTNERS INT'L EQU 43,992 43,992    
    K-1 Exp INNOVATION ENDEAVORS I 24,402 24,402    
    K-1 Exp LIGHTHOUSE INDIA FUND 197,753 197,753    
    K-1 Exp NEW GENERATION TURNAOU 40,370 40,370    
    K-1 Exp NOAL SCSP (FKA NOVALPI 151,021 151,021    
    K-1 Exp NOVALIS LIFESCIENCES I 6,024 6,024    
    K-1 Exp RENAISSANCE INSTL EQUI 26,402 26,377    
    K-1 Exp THE OVERLOOK PARTNERS 48,138 48,138    
    K-1 Exp WARBURG PINCUS GLOBAL 419 419    
    K-1 Exp WARBURG PINCUS GLOBAL 40,269 40,267    
    K-1 Exp WARBURG PINCUS PRIVATE 305 305    
    K-1 Exp WARBURG PINCUS PRIVATE 67 67    
    K-1 Exp WARBURG PINCUS PRIVATE 250 250    
    K-1 Exp WARBURG PINCUS PRIVATE 48 48    
    K-1 Exp WARBURG PINCUS PRIVATE 18,788 18,770    
    State or Local Filing Fees 1,500     1,500
    Website Hosting/Support 21     21
    REGISTERED AGENT FEE 120     120


    TY 2021 OtherIncomeSchedule2
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss AIR U.S. LIFE FUND IV, L.P -366 -366  
    K-1 Inc/Loss COURAGE MUSIC ROYALTY FUND, L.P 254,007 254,007  
    K-1 Inc/Loss DALTON INVESTMENTS TRUST SERIES B 113,149 113,149  
    K-1 Inc/Loss ECHO STREET GOODCO SELECT II LP 110,152 110,152  
    K-1 Inc/Loss FORESITE CAPITAL FUND V, L.P 387 387  
    K-1 Inc/Loss FORESITE CAPITAL OPPORTUNITY FUND V, 379 379  
    K-1 Inc/Loss FUNDSMITH EQUITY FUND, L.P 83,580 83,580  
    K-1 Inc/Loss GQG PARTNERS INT'L EQUITY FD LLC 207,019 207,019  
    K-1 Inc/Loss LIGHTHOUSE INDIA FUND III, LIMITED 2,128 2,128  
    K-1 Inc/Loss MGG SF EVERGREEN UNLEVERED FUND LP 365,616 365,616  
    K-1 Inc/Loss NEW GENERATION TURNAOUND FUND (DELAWA 117,237 117,237  
    K-1 Inc/Loss NOAL SCSP (FKA NOVALPINA CPTL PTNS I 19,187 19,187  
    K-1 Inc/Loss RENAISSANCE INSTL EQUITIES FUND LLC 38,960 38,960  
    K-1 Inc/Loss THE OVERLOOK PARTNERS FUND L.P 78,121 78,121  
    K-1 Inc/Loss WARBURG PINCUS GLOBAL GROWTH (E&P)-2, 953 953  
    K-1 Inc/Loss WARBURG PINCUS GLOBAL GROWTH, LP 3,992 3,992  
    K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY (E&P) X 20,932 20,932  
    K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY (E&P) X 6,791 6,791  
    K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY XII (FT 1,197 1,197  
    K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY XII (IN 1 1  
    K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY XII, LP 46,851 46,851  
    Class Action Lawsuit Proceeds 1,398 1,398  
    Federal Tax Refund 11,364    


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    Description Beginning of Year - Book Value End of Year - Book Value
    OUTSTANDING OPTIONS 132,360 59,921


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 970,203 970,203    
    Philanthropic Consulting Srvcs 124,033     124,033


    TY 2021 TaxesSchedule
    Name:
    Louis and Anne Abrons Foundation Inc
    EIN:
    13-6061329
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 167,100      
    Foreign Tax Paid 1,180 1,180