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
Henry L Kimelman Family Foundation
 
% 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

66-6012547
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$25,014,715J 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 879 879  
4 Dividends and interest from securities... 397,345 397,345  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 896,733
b Gross sales price for all assets on line 6a 2,859,868
7 Capital gain net income (from Part IV, line 2)... 896,733
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 100,272 102,227  
12 Total. Add lines 1 through 11........ 1,395,229 1,397,184  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 54,000     54,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,000 0 0 6,000
c Other professional fees (attach schedule).... Click to see attachment 150,683 108,878   41,805
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,678 7,278    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 73,264 12,120   60,442
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 302,625 128,276 0 162,247
25 Contributions, gifts, grants paid....... 2,009,100 2,009,100
26 Total expenses and disbursements. Add lines 24 and 25 2,311,725 128,276 0 2,171,347
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -916,496
b Net investment income (if negative, enter -0-) 1,268,908
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......... 1,415,672 982,855 982,855
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 570,154 Click to see attachment550,655 578,111
b Investments—corporate stock (attach schedule)....... 9,227,491 Click to see attachment9,198,728 17,256,606
c Investments—corporate bonds (attach schedule)....... 2,733,170 Click to see attachment2,469,060 2,512,662
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,688,201 Click to see attachment2,516,894 3,684,481
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) 16,634,688 15,718,192 25,014,715
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 16,634,688 15,718,192
29 Total net assets or fund balances (see instructions)..... 16,634,688 15,718,192
30 Total liabilities and net assets/fund balances (see instructions). 16,634,688 15,718,192
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
16,634,688
2
Enter amount from Part I, line 27a .....................
2
-916,496
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
15,718,192
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
15,718,192
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 AXA EQUITABLE LIFE INSURANCE P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,654,868   1,758,135 896,733
b 205,000   205,000 0
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       896,733
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 896,733
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 17,638
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 17,638
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 16,541
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,041
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 403
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet403 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)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    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
    Susan K Edwards Sec, Trustee
    2.0     		12,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Donald Kimelman Trustee, Pres
    4.0     		30,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John D Kimelman Treas, Trustee
    2.0     		12,000 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
    Oppenheimer & co inc Investment Mgmt 108,928
    85 broad street
    NEW YORK,NY10004
    Foundation Source Administrative 60,442
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,720,438
    b
    Average of monthly cash balances.......................
    1b
    1,256,572
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,684,481
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,661,491
    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
    24,661,491
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    369,922
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    24,291,569
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,214,578
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,214,578
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,638
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,638
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,196,940
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,196,940
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,196,940
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,196,940
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    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...... 349,013
    f Total of lines 3a through e ........ 349,013
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,171,347
    a Applied to 2020, but not more than line 2a  
    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..... 1,196,940
    e Remaining amount distributed out of corpus 974,407
    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 1,323,420
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    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 ......     		1,323,420
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 349,013
    e Excess from 2021.... 974,407
    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 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
    A BETTER BALANCE
    40 WORTH ST 10TH FL
    NEW YORK,NY10013     		N/A PC General & Unrestricted 2,000
    ACADEMY OF MUSIC OF PHILADELPHIA INC
    ONE SOUTH BROAD ST 14TH FLOOR
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 1,000
    ALBANY MEDICAL CENTER
    47 NEW SCOTLAND AVE MC116
    ALBANY,NY12208     		N/A PC Pediatric programs 15,000
    ALI FORNEY CENTER
    224 W 35TH ST SUITE 1102
    NEW YORK,NY10001     		N/A PC General & Unrestricted 5,000
    AMBER CHARTER SCHOOL
    220 E 106TH ST
    NEW YORK,NY10029     		N/A PC General & Unrestricted 8,000
    AMERICA-ITALY SOCIETY OF PHILADELPHIA
    230 S BROAD ST STE 1105
    PHILADELPHIA,PA19102     		N/A PC General & Unrestricted 1,000
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO
    520 8TH AVE 7TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 20,000
    ARS NOVA THEATER I INC
    511 W 54TH ST
    NEW YORK,NY10019     		N/A PC General & Unrestricted 5,000
    ARTS MID-HUDSON INC
    696 DUTCHESS TPKE STE F
    POUGHKEEPSIE,NY12603     		N/A PC Art Studio Views project 1,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY12504     		N/A PC general support and cultural programs at the fisher center for the performing arts 30,000
    BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19130     		N/A PC General & Unrestricted 5,000
    BARTLETT ARBORETUM ASSOCIATION INC
    151 BROOKDALE RD
    STAMFORD,CT06903     		N/A PC General & Unrestricted 1,000
    BENCHMARK SCHOOL
    2107 N PROVIDENCE RD
    MEDIA,PA19063     		N/A PC General & Unrestricted 1,000
    BERKSHIRE NATURAL RESOURCES
    20 BANK ROW
    PITTSFIELD,MA01201     		N/A PC General & Unrestricted 1,000
    BONE MARROW AND CANCER FOUNDATION INC
    515 MADISON AVE STE 1130
    NEW YORK,NY10022     		N/A PC General & Unrestricted 35,000
    BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC
    800 NORTHPOINT PKWY STE 204
    WEST PALM BCH,FL33407     		N/A PC General & Unrestricted 5,000
    BROADWAY CARES-EQUITY FIGHTS AIDS INC
    165 W 46TH ST STE 1300
    NEW YORK,NY10036     		N/A PC Food Service and Meal Delivery program 15,000
    CAMPHILL VILLAGE U S A INC
    84 CAMPHILL VILLAGE RD
    COPAKE,NY12516     		N/A PC General & Unrestricted 3,000
    CATSKILL MOUNTAINKEEPER INC
    PO BOX 1000
    LIVINGSTON MANOR,NY12758     		N/A PC General & Unrestricted 5,000
    CENTER CITY DISTRICT FOUNDATION
    660 CHESTNUT ST
    PHILADELPHIA,PA19106     		N/A PC Homeless outreach activities conducted in partnership with social service agencies to bring people off the streets of center city 7,500
    CENTER FOR PUBLIC INTEGRITY
    910 17TH ST NW 7TH FLOOR
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 10,000
    CHILD ABUSE PREVENTION CENTER INC
    35 VAN WAGNER RD
    POUGHKEEPSIE,NY12603     		N/A PC General & Unrestricted 20,000
    CHILDFUND INTERNATIONAL INC
    2821 EMERYWOOD PKWY
    RICHMOND,VA23294     		N/A PC General & Unrestricted 4,000
    CHILDREN OF PROMISE NYC
    54 MACDONOUGH ST
    BROOKLYN,NY11216     		N/A PC General & Unrestricted 3,000
    CHRISTIAN HERALD ASSN INC - THE BOWERY MISSION
    PO BOX 2000 THE MURRAY HILL STA
    NEW YORK,NY10156     		N/A PC General & Unrestricted 2,000
    CLARK UNIVERSITY
    950 MAIN ST
    WORCESTER,MA01610     		N/A PC General & Unrestricted 5,000
    COLUMBIA - GREENE COMMUNITY FOUNDAT ION INC
    4400 RTE 23
    HUDSON,NY12534     		N/A PC low-income students fund - to pay for the costs of technology, transportation, or the greatest needs in the judgement of the college 20,000
    COMMITTEE TO PROTECT JOURNALISTS INC
    509 W 38TH ST FL 5
    NEW YORK,NY10018     		N/A PC General & Unrestricted 5,000
    COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
    25 VAN WAGNER RD STE 2
    POUGHKEEPSIE,NY12603     		N/A PC General & Unrestricted 10,000
    CONGREGATION CHABAD DUTCHESS INC
    102 MONTGOMERY ST
    RHINEBECK,NY12572     		N/A PC General & Unrestricted 1,000
    CONGREGATION RODEPH SHOLOM
    7 W 83RD ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 5,000
    CORNWALL LIBRARY ASSOCIATION
    PO BOX 126
    CORNWALL,CT06753     		N/A PC General & Unrestricted 1,000
    CULTURAL COUNCIL OF PALM BEACH COUNTY INC
    601 LAKE AVE
    LK WORTH BCH,FL33460     		N/A PC General & Unrestricted 2,000
    DUO DUO ANIMAL WELFARE PROJECT INC
    1030 E EL CAMINO REAL STE 302
    SUNNYVALE,CA94087     		N/A PC General & Unrestricted 15,000
    DUTCHESS LAND CONSERVANCY INC
    PO BOX 138
    MILLBROOK,NY12545     		N/A PC General & Unrestricted 1,000
    EDITH WHARTON RESTORATION INC
    PO BOX 974
    LENOX,MA01240     		N/A PC General & Unrestricted 1,000
    FAIRVIEW HOSPITAL
    29 LEWIS AVE
    GREAT BARRINGTON,MA01230     		N/A PC Fairview Hospital Annual Fund 5,000
    FAMILY SERVICES INC
    29 NORTH HAMILTON ST
    POUGHKEEPSIE,NY12601     		N/A PC Teen Resource Activity Center 50,000
    FOR PETES SAKE CANCER RESPITE FOUNDATION
    620 W GERMANTOWN PIKE STE 250
    PLYMOUTH MTNG,PA19462     		N/A PC General & Unrestricted 2,500
    FORWARD ASSOC INC
    125 MAIDEN LN 8TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 35,000
    FRACTURED ATLAS INC
    PO BOX 55
    HARTSDALE,NY10530     		N/A PC tall poPpy fund 20,000
    FRIENDS OF SIVANANDA ASHRAM YOGA IN THE CARIBBEAN
    555 THEODORE FREMD AVE
    RYE,NY10580     		N/A PC General & Unrestricted 20,000
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    60 E 42ND ST
    NEW YORK,NY10165     		N/A PC the Fallen and Wounded program and financial relief fund 10,000
    GEORGE WASHINGTON LAW SCHOOL
    2100 M ST NW STE 310
    WASHINGTON,DC20052     		N/A PC General & Unrestricted 2,500
    GLYNWOOD CENTER INC
    PO BOX 157
    COLD SPRINGS,NY10516     		N/A PC General & Unrestricted 3,500
    GRACE SMITH HOUSE INC
    1 BROOKSIDE AVE
    POUGHKEEPSIE,NY12601     		N/A PC General & Unrestricted 20,000
    GROUNDTRUTH PROJECT INC
    10 GUEST ST
    BOSTON,MA02135     		N/A PC Report for America Initiative 100,000
    GROUNDTRUTH PROJECT INC
    10 GUEST ST
    BOSTON,MA02135     		N/A PC Mountain State Spotlight fund 15,000
    HAITIAN PEOPLES SUPPORT PROJECT INC
    74 BROAD ST
    WEST HURLEY,NY12491     		N/A PC General & Unrestricted 2,000
    HALDANE SCHOOL FOUNDATION INC
    PO BOX 364
    COLD SPRING,NY10516     		N/A PC General & Unrestricted 3,000
    HARLEM VALLEY RAIL TRAIL ASSOCIATION INC
    PO BOX 356
    MILLERTON,NY12546     		N/A PC General & Unrestricted 5,000
    HEIFER INTERNATIONAL FOUNDATION
    1 WORLD AVE
    LITTLE ROCK,AR72202     		N/A PC General & Unrestricted 7,000
    HELO INCORPORATED
    PO BOX 290407
    WETHERSFIELD,CT06129     		N/A PC orphanage earthquake relief fund run by Dr Theo Edwards 10,000
    HELP ANIMALS INDIA
    19215 32ND AVE NE
    LK FOREST PK,WA98155     		N/A PC General & Unrestricted 20,000
    HEVREH OF SOUTHERN BERKSHIRE INC
    270 STATE RD
    GREAT BARRINGTON,MA01230     		N/A PC General & Unrestricted 2,000
    HIGHLANDS CURRENT INC
    142 MAIN ST
    COLD SPRING,NY10516     		N/A PC General & Unrestricted 2,500
    HILLSDALE ECONOMIC AND COMMUNITY DEVELOPMENT CORPO
    PO BOX 305
    HILLSDALE,NY12529     		N/A PC the Hillsdale Farmers market improvements fund 5,000
    HORIZONS GREATER WASHINGTON INC
    3000 CATHEDRAL AVE NW
    WASHINGTON,DC20008     		N/A PC General & Unrestricted 2,000
    HOUSATONIC VALLEY ASSOCIATION INC
    150 KENT RD S
    CORNWALL BRG,CT06754     		N/A PC projects in Berkshire County, Mass. 2,000
    HUMANE SOCIETY INTERNATIONAL
    1255 23RD ST NW STE 450
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 20,000
    HUMANE SOCIETY OF GR MIAMI DADE CTY SOCIETY FOR PO
    16101 W DIXIE HWY
    N MIAMI BEACH,FL33160     		N/A PC General & Unrestricted 10,000
    HUMLA FUND
    PO BOX 327
    SPENCERTOWN,NY12165     		N/A PC General & Unrestricted 1,500
    ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
    ONE GUSTAVE L LEVY PL BOX 1049
    NEW YORK,NY10029     		N/A PC Medical Education Scholarship Fund 3,000
    INSPIRICA INC
    141 FRANKLIN ST
    STAMFORD,CT06901     		N/A PC General & Unrestricted 1,000
    JACOBS PILLOW DANCE FESTIVAL INC
    358 GEORGE CARTER RD
    BECKET,MA01223     		N/A PC the Ted Shawn Theatre renovation fund, with a seat named in memory of Charlotte kimelman 10,000
    JACOBS PILLOW DANCE FESTIVAL INC
    358 GEORGE CARTER RD
    BECKET,MA01223     		N/A PC General & Unrestricted 5,000
    JEWISH FAMILY SERVICE OF STAMFORD INC
    196 GREYROCK PL
    STAMFORD,CT06901     		N/A PC General & Unrestricted 5,000
    JEWISH FEDERATION OF THE BERKSHIRES INC
    196 S ST
    PITTSFIELD,MA01201     		N/A PC General & Unrestricted 5,000
    JOHN BARTRAM ASSOCIATION
    54TH LINDBERGH BLVD
    PHILADELPHIA,PA19143     		N/A PC General & Unrestricted 5,000
    JUNIOR TENNIS FOUNDATION INC
    70 W RED OAK LN
    WEST HARRISON,NY10604     		N/A PC General & Unrestricted 3,000
    MAHAIWE PERFORMING ARTS CENTER INC
    244 MAIN ST STE 3
    GT BARRINGTON,MA01230     		N/A PC General & Unrestricted 8,000
    MARET SCHOOL INC
    3000 CATHEDRAL AVE NW
    WASHINGTON,DC20008     		N/A PC General & Unrestricted 5,000
    MARSHALL PROJECT INC
    156 W 56TH ST STE 701
    NEW YORK,NY10019     		N/A PC General & Unrestricted 50,000
    MASS DESIGN GROUP
    1 CHANDLER ST
    BOSTON,MA02116     		N/A PC to establish an operating reserve fund 50,000
    MASTERY CHARTER SCHOOLS FOUNDATION
    5700 WAYNE AVE
    PHILADELPHIA,PA19144     		N/A PC General & Unrestricted 10,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC South American immigrants fund 1,000
    NAMI NATIONAL
    4301 WILSON BLVD STE 300
    ARLINGTON,VA22203     		N/A PC General & Unrestricted 10,000
    NATIONAL PUBLIC RADIO INC
    PO BOX 791490
    BALTIMORE,MD21279     		N/A PC reporting from bureaus around the globe by the International desk 75,000
    NEW YORK SHAKESPEARE FESTIVAL
    425 LAFAYETTE ST
    NEW YORK,NY10003     		N/A PC General & Unrestricted 5,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST 3RD FLOOR
    EVANSTON,IL60208     		N/A PC Medill Annual Fund 3,000
    NORTON MUSEUM OF ART INC
    1450 S DIXIE HWY
    WEST PALM BCH,FL33401     		N/A PC General & Unrestricted 10,000
    OMEGA INSTITUTE FOR HOLISTIC STUDIES INC
    150 LAKE DR
    RHINEBECK,NY12572     		N/A PC General & Unrestricted 150,000
    OPERA PHILADELPHIA
    1420 LOCUST ST STE 210
    PHILADELPHIA,PA19102     		N/A PC General & Unrestricted 45,000
    ORLANDO INSIGHT MEDITATION GROUP INC
    1818 CARRIGAN AVE
    WINTER PARK,FL32789     		N/A PC General & Unrestricted 1,000
    OURBRAINBANK INC
    105 STERLING PL
    BROOKLYN,NY11217     		N/A PC General & Unrestricted 1,000
    PANCREATIC CANCER ACTION NETWORK INC
    1500 ROSECRANS AVE STE 200
    MANHATTAN BCH,CA90266     		N/A PC General & Unrestricted 2,500
    PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC
    501 FRONT ST
    NORFOLK,VA23510     		N/A PC General & Unrestricted 8,000
    PHILADELPHIA CITIZEN
    2400 MARKET ST OFFSITE STE 269
    PHILADELPHIA,PA19103     		N/A PC General & Unrestricted 5,000
    PHILADELPHIA CLEF CLUB OF THE PERFORMING ARTS INC
    736 S BROAD ST 38
    PHILADELPHIA,PA19146     		N/A PC General & Unrestricted 1,000
    PHILADELPHIA ENVIRONMENTAL FILM FESTIVAL
    7201 SHERMAN ST
    PHILADELPHIA,PA19119     		N/A PC General & Unrestricted 7,500
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101     		N/A PC General & Unrestricted 25,000
    PHILADELPHIA ORCHESTRA ASSOCIATION
    1 S BROAD ST 14TH FL
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 30,000
    PHILIPSTOWN BEHAVIORAL HEALTH HUB INC
    5 STONE ST
    COLD SPRING,NY10516     		N/A PC General & Unrestricted 2,000
    PLANNED PARENTHOOD OF GREATER NEW YORK INC
    26 BLEECKER ST
    NEW YORK,NY10012     		N/A PC to purchase new surgical lamps for the Poughkeepsie clinic 15,000
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		N/A PC General & Unrestricted 100,000
    PROJECT HOME
    1515 FAIRMOUNT AVE
    PHILADELPHIA,PA19130     		N/A PC Hub of Hope Service Center at Suburban Station 5,000
    PUBLIC BROADCASTING SERVICE
    2100 CRYSTAL DR
    ARLINGTON,VA22202     		N/A PC General & Unrestricted 1,000
    PULITZER CENTER ON CRISIS REPORTING
    1779 MASSACHUSETTS AVE
    WASHINGTON,DC20036     		N/A PC Financial support to news organizations and journalists pursuing important international stories 50,000
    REGIONAL FOOD BANK OF N E NY INC
    965 ALBANY SHAKER RD
    LATHAM,NY12110     		N/A PC General & Unrestricted 2,000
    RELIEF INTERNATIONAL INC
    1101 14TH ST NW STE 1100
    WASHINGTON,DC20005     		N/A PC to Purchase emergency pharmaceuticals from preferred suppliers that meet international quality standards to fill gaps in the larger supplies made possible through government grants 100,000
    RIVERSIDE PARK CONSERVANCY INC
    475 RIVERSIDE DR STE 455
    NEW YORK,NY10115     		N/A PC the Riverside Clay Tennis Association fund 1,000
    RIVERSIDE PARK CONSERVANCY INC
    475 RIVERSIDE DR STE 455
    NEW YORK,NY10115     		N/A PC the construction and maintenance fund of two new multi-sport courts at 105th street recreation/hudson beach 30,000
    RODEPH SHALOM CONGREGATION
    615 N BROAD ST
    PHILADELPHIA,PA19123     		N/A PC The Congregation Rodeph Shalom Endowment Campaign 25,000
    ROE JAN FOOD PANTRY INC
    PO BOX 475
    HILLSDALE,NY12529     		N/A PC General & Unrestricted 3,000
    SAMUEL S FLEISHER ART MEMORIAL INC
    PO BOX 7646
    PHILADELPHIA,PA19101     		N/A PC General & Unrestricted 10,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY EAST STE 400
    FAIRFIELD,CT06825     		N/A PC Emergency Health Unit fund 125,000
    SCHOLARSHIP AMERICA INC
    PO BOX 1119
    PHILMONT,NY12565     		N/A PC General & Unrestricted 5,000
    SEVA FOUNDATION
    1786 5TH ST
    BERKELEY,CA94710     		N/A PC General & Unrestricted 10,000
    SHARE FOOD PROGRAM INC
    2901 W HUNTING PARK AVE
    PHILADELPHIA,PA19129     		N/A PC General & Unrestricted 10,000
    SKYS THE LIMIT FUND
    510A VALLEY WAY SOBRATO CENTER FOR
    MILPITAS,CA95035     		N/A PC General & Unrestricted 10,000
    SOME INC
    71 O ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 2,000
    SOULSVILLE
    926 E MCLEMORE AVE
    MEMPHIS,TN38106     		N/A PC General & Unrestricted 1,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 1,000
    THE ART EFFECT OF THE HUDSON VALLEY INC
    45 PERSHING AVE
    POUGHKEEPSIE,NY12601     		N/A PC General & Unrestricted 20,000
    THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    800 NORTH MAIN ST
    SHEFFIELD,MA01257     		N/A PC Fund for Columbia County 15,000
    THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    800 NORTH MAIN ST
    SHEFFIELD,MA01257     		N/A PC the Berkshire Eagle Local Journalism initiative 5,000
    THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    800 NORTH MAIN ST
    SHEFFIELD,MA01257     		N/A PC General & Unrestricted 10,000
    THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    800 NORTH MAIN ST
    SHEFFIELD,MA01257     		N/A PC the Columbia Paper local journalism initiative 15,000
    THE LENFEST INST FOR JOURNALISM SPE ASSET FUND OF
    1835 MARKET ST STE 2410
    PHILADELPHIA,PA19103     		N/A SO I opinion section of the Philadelphia inquirer and inquirer.com and investigative reporting at the inquirer fund 75,000
    THE TREVOR PROJECT INC
    PO BOX 69232
    WEST HOLLYWOOD,CA90069     		N/A PC General & Unrestricted 3,000
    THE WOMENS PROJECT & PRODUCTIONS
    55 WEST END AVE
    NEW YORK,NY10023     		N/A PC General & Unrestricted 5,000
    THERE WITH CARE
    2825 WILDERNESS PL STE 100
    BOULDER,CO80301     		N/A PC General & Unrestricted 2,000
    TOWN OF PALM BEACH UNITED WAY INC
    44 COCOANUT ROW M201
    PALM BEACH,FL33480     		N/A PC Impact of the Palm Beaches fund 1,100
    TROUT UNLIMITED
    PO BOX 982
    POUGHKEEPSIE,NY12602     		N/A PC General & Unrestricted 1,000
    TROUT UNLIMITED
    PO BOX 76
    WEST CORNWALL,CT06796     		N/A PC General & Unrestricted 1,000
    TRUSTEES OF COLUMBIA UNIVERSITY Department of Ped
    516 W 168TH ST FL 3
    NEW YORK,NY10032     		N/A PC Columbia Journalism School Class of '71 scholarship fund 2,500
    UPPER HUDSON PLANNED PARENTHOOD INC
    855 CENTRAL AVE
    ALBANY,NY12206     		N/A PC family planning activities at the Hudson, NY clinic 35,000
    UPPER VALLEY STEWARDSHIP CENTER - MOUNTAIN VALLEY
    703 RIVER RD
    PLAINFIELD,NH03781     		N/A PC Don Vardell Scholarship Fund 2,000
    V-DAY
    4104 24TH ST 4515
    SAN FRANCISCO,CA94114     		N/A PC General & Unrestricted 10,000
    VOLUNTEERS OF AMERICA INC
    135 WEST 50TH ST 9TH FL
    NEW YORK,NY10020     		N/A PC Operation Backpack of The Greater New York Volunteers of america 8,000
    WAMC
    318 CENTRAL AVE
    ALBANY,NY12206     		N/A PC General & Unrestricted 5,000
    WEST SIDE CENTER FOR COMMUNITY LIFE INC
    263 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 3,000
    WHYY INC
    150 N 6TH ST
    PHILADELPHIA,PA19106     		N/A PC local reporting by WHYY news staff fund 7,500
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 1,000
    WILLIAM PENN CHARTER SCHOOL INC
    3000 W SCHOOL HOUSE LN
    PHILADELPHIA,PA19144     		N/A PC General & Unrestricted 1,000
    WILMA THEATER INC
    265 S BROAD ST
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 15,000
    WOMENS PRISON ASSOCIATION AND HOME
    110 2ND AVE
    NEW YORK,NY10003     		N/A PC General & Unrestricted 2,000
    WOODSTOCK ARTISTS ASSOCIATION INC
    28 TINKER ST
    WOODSTOCK,NY12498     		N/A PC General & Unrestricted 15,000
    WOODSTOCK DAY SCHOOL
    PO BOX 1
    WOODSTOCK,NY12498     		N/A PC General & Unrestricted 5,000
    WORKER JUSTICE CENTER OF NEW YORK INC
    1187 CULVER RD
    ROCHESTER,NY14609     		N/A PC Legal representation, advocacy and outreach activities fund to benefit farm workers in the hudson valley 20,000
    YOGA GIVES BACK
    400 S BURNSIDE AVE APT 11B
    LOS ANGELES,CA90036     		N/A PC General & Unrestricted 1,000
    YOUNG SCHOLARS CHARTER SCHOOL INC
    900 N MARSHALL ST
    PHILADELPHIA,PA19123     		N/A PC General & Unrestricted 1,000
    YOUTH AND FAMILY ALLIANCE
    3700 S 1ST ST
    AUSTIN,TX78704     		N/A PC General & Unrestricted 10,000
    YOUTH REPRESENT INC
    11 PARK PLACE STE 1512
    NEW YORK,NY10007     		N/A PC General & Unrestricted 15,000
    YOUTH SENTENCING & REENTRY PROJECT INC
    1528 WALNUT ST STE 515
    PHILADELPHIA,PA19102     		N/A PC General & Unrestricted 2,000
    Total .................................bullet 3a 2,009,100
    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 ...........     		    14 879  
    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 ............     		    18 896,733  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -1,955 14 -28,937  
    bNET ANNUITY INCOME     14 75,680  
    cINCOME FROM IRONWOOD MULTI-STRATEGY FUND     01 55,484  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -1,955 1,397,184  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,395,229
    (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:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 6,000     6,000

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

    TY 2021 DepreciationSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    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 InvestmentsCorpBondsSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AFLAC INC - 1.125% - 02/15/202 15,020 14,734
    AIG INC - 2.500% - 06/30/2025 26,779 25,789
    AMERICAN EXPRESS CO NOTE - 2.5 12,034 12,124
    AMERICAN INTL GROUP INC - 3.90 27,756 27,109
    ANHEUSER BUSCH - 4.000% - 04/1 49,789 55,657
    AT&T INC - 2.300% - 06/01/2027 62,287 61,081
    AVALONBAY COMMUNITIES - 3.500% 50,477 53,487
    B & G FOODS INC - 5.250% - 09/ 16,621 16,540
    BALL CORP - 2.875% - 08/15/203 4,869 4,850
    BANK AMER CORP - 3.500% - 04/1 38,940 43,008
    BANK OF AMERICA VAR 27 - 0.000 21,886 21,852
    BANK OF MONTREAL SER F - 1.850 15,494 15,222
    BOYD GAMING - 4.750% - 12/01/2 16,941 17,340
    BP CAP MKTS P L C - 2.500% - 1 35,482 35,564
    CANADIAN PAC RY CO NT - 2.450% 50,945 50,959
    CENTURYLINK INC - 5.625% - 04/ 16,490 17,981
    CHEVRON CORP - 3.191% - 06/24/ 76,707 77,226
    CITIGROUP INC - 3.400% - 05/01 23,341 23,602
    CITIGROUP INC NOTE - 2.700% - 39,670 40,630
    COMCAST CORP NOTE - 3.950% - 1 27,959 30,582
    CROWN AMERS LLC SER B - 4.750% 18,873 18,450
    D R HORTON INC - 1.400% - 10/1 49,569 48,386
    DEERE JOHN CAP CORP BOND - 2.8 48,935 51,237
    DIAMONDBACK ENERGY INC - 3.125 11,959 12,381
    DIGITAL RLTY TR INC - 3.700% - 34,700 32,531
    DISCOVERY COMMUNICATIONS LLC - 77,681 80,257
    DUKE ENERGY CAROLINAS - 2.950% 14,901 15,828
    DUKE ENERGY OHIO - 3.650% - 02 13,182 14,065
    ENERGY TRANSFER PARTNERS - 3.6 32,636 33,642
    ERP OPER LTD - 3.250% - 08/01/ 89,498 94,966
    FEDERATED CAPITAL APPRECIATION 20,563 20,063
    FORD MOTOR COMPANY - 4.346% - 70,382 74,171
    GLP CAP LP/GLP FING II INC NOT 5,698 5,568
    GOLDMAN SACHS GROUP - 3.200% - 39,980 41,026
    GOLDMAN SACHS GROUP - 3.500% - 22,486 23,457
    GOODYEAR TIRE & RUBR CO - 5.25 2,026 2,174
    GRAPHIC PACKAGING CORP COM STK 24,093 26,250
    HOME DEPOT INC - 2.950% - 06/1 52,264 53,314
    HOME TR BK CLYDE - 4.000% - 08 110,694 102,324
    HUNTSMAN INTL LLC - 4.500% - 0 9,956 11,063
    JP MORGAN CHASE - 3.125% - 01/ 48,209 52,504
    JPMORGAN CHASE &CO NOTE - 2.95 22,613 23,237
    KEURIG DR PEPPER INC - 2.550% 7,117 7,225
    KIMCO RLTY CORP NOTE CALL - 2. 11,042 12,479
    LIBERTY MEDIA NOTE - 8.500% - 6,359 6,540
    LIMITED BRANDS INC - 6.950% - 4,837 5,850
    MAGELLAN MIDSTREAM PRTNRS LP - 31,898 31,539
    MARRIOTT INTL INC - 4.150% - 1 49,918 52,508
    MORGAN STANLEY FR - 3.700% - 1 39,448 42,607
    MORGAN STANLEY MTN - 2.750% - 22,118 22,197
    MURPHY OIL CP HLDG - 5.625% - 15,568 15,600
    NORDSTROM - 4.375% - 04/01/203 4,976 5,044
    OMNICOM GROUP INC - 2.450% - 0 8,969 8,999
    PACKAGING CORP AMER - 3.000% - 35,237 36,630
    PHILLIPS 66 - 4.300% - 04/01/2 17,983 17,153
    PIONEER NAT RES CO NOTE CALL M 59,134 57,330
    POLYONE CORP NOTE - 5.250% - 0 8,929 9,428
    QORVO INC - 4.350% - 10/15/202 38,379 37,144
    QVC - 4.375% - 09/01/2028 28,661 27,790
    REPUBLIC SVCS INC - 2.300% - 0 50,258 50,170
    SABRA HLTH CARE LP/SABRA CAP C 21,026 20,959
    SOUTHWEST AIRLINES CO - 3.000% 42,721 46,934
    SOUTHWESTERN ELEC PWR CO SER N 5,040 4,959
    SYSCO - 2.400% - 02/15/2030 71,740 71,278
    TENET HEALTHCARE CORP - 4.625% 3,930 4,050
    TRANSCANADA PIPELINES - 3.750% 37,508 36,428
    TYSON FOODS INC SR NT - 3.950% 52,697 54,224
    U S BANCORP MTNS BK ENT - 3.00 25,447 25,078
    UNDER ARMOUR INC - 3.250% - 06 65,133 65,840
    UNITED RENTALS - 5.250% - 01/1 18,862 18,403
    UNITED STATES TREAS SER AH-202 19,947 19,395
    WASTE CONNECTIONS INC - 2.600% 50,444 51,065
    WASTE MGMT INC - 2.000% - 06/0 74,883 74,992
    WELLS FARGO & CO - 3.000% - 10 46,303 49,407
    WRKCO INC NOTE CALL MAKE WHOLE 42,163 41,186

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2U INC 30,155 12,564
    3M CO 8,622 9,059
    ACCENTURE PLC 9,524 15,753
    ADIDAS AG 3,481 3,024
    ADYEN N.V. 5,997 8,607
    AES CORP 14,998 21,190
    AIA GROUP LTD ADR 8,843 8,225
    AIRBUS GROUP 2,723 3,159
    ALCON INC 6,003 7,928
    ALFA LAVAL AB 1,814 2,944
    ALLIANZ SE 13,814 19,242
    ALPHABET INC CL A 50,284 95,602
    AMADEUS IT HLDS SA 3,488 3,386
    AMAZON COM 18,765 66,687
    AMBEV SA 2,434 1,870
    AMEDISYS INC - COMMON STOCK 43,914 45,812
    AMER INTERNATIONAL GROUP INC 17,263 27,407
    ANALOG DEVICES INC 23,635 49,567
    ANSYS INC 12,417 50,541
    APPLE INC 14,290 22,729
    APPLIED MATERIALS INC 11,675 28,010
    ASE TECHNOLOGY HOLDINGS CO LTD 11,038 17,182
    ASML HOLDING NV NY REG SHS 3,810 7,165
    ATLAS COPCO AB A SHS ADR 7,326 11,783
    ATLASSIAN CORP PLC 1,911 3,432
    AVALARA INC 32,110 26,984
    BAE SYSTEMS PLC 16,764 18,946
    BANCO BILBAO ARG SA 2,578 2,448
    BANK OF AMERICA CORP 14,908 34,480
    BARON EMERGING MARKETS FUND 213,272 267,208
    BARRICK GOLD CORPORATION 37,184 28,253
    BAXTER INTERNATIONAL INC 26,338 26,954
    BCE INC 10,654 13,530
    BECTON DICKINSON & CO 9,474 9,556
    BERKSHIRE HATHAWAY INC. CLASS 33,953 74,451
    BHP BILLITON LIMITED 5,616 4,406
    BIOGEN INC 12,935 10,556
    BLACKLINE INC 18,472 39,759
    BNP PARIBAS SPONS ADR 21,519 30,093
    BRISTOL-MYERS SQUIBB CO 26,563 25,875
    BRITISH AMERICAN TOBACCO PLC 9,889 10,512
    BRITVIC ADR 11,774 15,228
    BURBERRY GROUP PLC 2,245 2,505
    C H ROBINSON WORLDWIDE INC 19,341 21,526
    CANADIAN NATL RAILWAY CO 1,395 1,966
    CANADIAN PACIFIC RAILWAY LTD 3,863 3,885
    CATERPILLAR INC 13,301 14,265
    CELLNEX TELECOM ADR 1,886 1,791
    CENTENE CORP 24,552 34,278
    CERTARA 31,511 25,436
    CHECK POINT SOFTWARE TECHNOLOG 3,879 4,196
    CHEVRON CORP 31,421 55,389
    CHUGAI PHARMACEUTICAL CO., LTD 2,187 2,405
    CIGNA CORPORATION 22,317 27,556
    CISCO SYSTEMS INC 42,065 61,849
    CITIGROUP INC 53,205 64,617
    CLOROX CO 213,750 348,720
    COGNIZANT TECHNOLOGY SOLUTIONS 9,901 13,042
    COMPAGNIE DE SAINT G 18,644 26,147
    COMPASS GROUP PLC ADR 3,194 3,391
    CORNING INC 29,803 31,683
    COSTAR GROUP, INC 17,356 65,595
    CRH PLC - AMERICAN DEPOSITARY 3,162 3,696
    CSPC PHARMACEUTICALS GROUP 2,614 2,313
    CSX CORP 13,214 19,740
    DANAHER CORP 26,601 64,157
    DASSAULT SYS SA SPN ADR 3,443 6,087
    DBS GROUP HLDGS SPON ADR 4,818 5,744
    DEUTSCHE POST AG 15,784 20,698
    DEUTSCHE TELE AG ADS 8,461 8,903
    DIAGEO PLC ADS 1,731 2,422
    DNB BANK ASA 15,541 16,524
    ECOLAB INC 16,890 33,312
    EDP-ELECTRICIDADE DE PORTUGAL 4,153 4,163
    ELASTIC NV 2,262 2,462
    ENEL SOCIETA PER AZI 17,954 19,128
    ENN ENERGY HOLDINGS LIMITED 1,753 1,988
    EPIROC AB 1,672 3,583
    ESSILOR INTL ADR 1,728 1,817
    F M C CP 34,087 35,275
    FAIRFAX FINL HLDGS LTD 30,823 52,658
    FANUC LIMITED UNSPONSORED 4,873 4,364
    FASTENAL COMPANY 19,699 61,241
    FINANCIAL SELECT SECTOR SPDR F 121,995 234,300
    FIRST ENERGY CORP 31,031 40,592
    FIVE BELOW INC 17,327 54,205
    FIVERR INTERNATIONAL ORD SHS 17,971 16,373
    FOMENTO ECONOMICO MEXICANO 2,724 2,642
    FREEPORT-MCMORAN COPPER & GOLD 11,027 28,835
    FUCHS PETROLUB SE 943 774
    GEN DYNAMICS CP 10,260 13,967
    GENERAL MOTORS 20,103 51,770
    GIVAUDAN SA UNSP/ADR 2,298 3,042
    GLOBANT SA 12,850 93,599
    GRAND CANYON EDUCATION, INC 38,969 44,655
    GROUPE DANONE ADS 30,316 29,117
    GUIDEWIRE SOFTWARE INC 16,389 20,435
    HAIER SMART HOME ADR 1,975 2,219
    HDFC BANK LTD ADR 1,490 1,822
    HEICO CORP 14,385 55,092
    HENRY JACK & ASSOC INC 25,472 25,883
    HOME DEPOT INC 7,629 12,035
    HOYA CORP SPONS ADR 3,500 4,188
    HUMANA INC 21,348 23,193
    IAC INTERACTIVE CORP 16,906 24,704
    IBERDROLA ADR 11,093 14,210
    ICICI BK LTD ADS 1,636 3,325
    ICON PLC - AMERICAN DEPOSITARY 3,474 5,575
    IDEXX CORP 18,246 50,701
    IHS MARKIT LTD 15,138 57,953
    ILLUMINA INC COM 27,337 26,250
    INDUSTRIA DE DISENO 2,847 2,785
    INFINEON TECH ADS 3,424 6,440
    INT'L FLAVORS & FRAGRANCES INC 8,920 11,148
    INTESA SANPAOLO SPA 2,327 2,157
    INVESCO QQQ TRUST 771,688 2,936,531
    ISHARES MSCI EMERGING MARKETS 335,696 480,977
    ISHARES TR DJ SEL DIVIDEND INX 385,160 608,169
    ISHARES TRUST MSCI EAFE INDEX 692,435 918,982
    ITAU UNIBANCO HOLDING S.A 3,008 1,748
    JOHNSON & JOHNSON 280,827 476,601
    JP MORGAN CHASE 29,623 67,140
    JSC MMC NRLSK NICKL SPON ADR 13,131 13,888
    KBC GROUP SA UNSP ADR 1,761 2,198
    KOMATSU LTD 2,008 2,127
    KUBOTA CORPORATION 2,400 3,016
    L'AIR LIQUIDE ADR OTC 1,428 1,883
    L'OREAL ADR 8,271 12,214
    LEGRAND INC 2,572 3,551
    LIBERTY GLOBAL PLC - SERIES C 39,407 44,129
    LIBERTY LATIN AMERICA (FORMERL 4,830 1,984
    LINDE PLC COM 5,665 8,314
    LONDON STK EXCHANGE GROUP 4,901 4,341
    LONZA GROUP AG UNSP/ADR 2,311 4,676
    LOWES COMPANIES INC 26,968 44,976
    LUMEN TECHNOLOGIES INC 25,211 25,401
    MAGNA INTERNATIONAL INC 14,486 36,585
    MARATHON PETROLEUM CORP 10,895 18,621
    MEDTRONIC PLC 10,813 10,966
    METLIFE INC 15,231 23,184
    MICHELIN CIE GEN UNSP/ADR 8,093 11,870
    MICROSOFT CORP 122,401 875,105
    MONOTARO CO., LTD 1,775 1,153
    MORGAN STANLEY 16,195 30,331
    MUENCHENER RUECKVERS 11,191 17,493
    NEOGEN CORPORATION 7,309 15,439
    NESTLE S.A 19,848 37,198
    NETFLIX INC 17,867 28,315
    NICE SYSTEMS LTD 1,963 2,125
    NIDEC CORPORATION ADR 2,147 2,272
    NIKE INC-CL B 10,063 15,834
    NIPPON TELEGRAPH & TELEPHONE C 14,502 17,515
    NN GROUP N.V. 19,840 26,198
    NOTORI HOLDINGS 2,406 2,080
    NOVARTIS AG ADR 19,384 21,868
    NOVO NORDISK A S 13,386 22,736
    NOVOZYMES A/S UNSP/ADR 1,363 2,244
    NVIDIA CORP 12,783 56,175
    OCADO GROUP PLC 1,852 1,317
    OIL CO LUKOIL PJSC SPON ADR RE 2,951 3,323
    ORACLE CORP 18,036 28,605
    ORCHARD SUPPLY HARDWARE CL A 29,045 17,067
    PAYCOM SOFTWARE 15,396 61,033
    PAYPAL HOLDINGS, INC 20,936 21,121
    PEPSICO INC 7,355 9,380
    PERSIMMON PLC ADR 17,930 21,368
    PFIZER INC 245,610 537,355
    PG & E CORP 15,328 18,125
    PHILIP MORRIS INTL 26,387 30,970
    PIMCO ALL ASSET CLASS A 100,000 103,098
    PING AN INSURANCE GROUP ADR 2,437 1,549
    POWER CORPORATION OF CANADA 42,410 66,392
    PROCTER GAMBLE CO 8,825 10,796
    PT TELEKOM. IND. TBK ADR 1,871 2,435
    QUALCOMM INC 21,828 34,197
    QURATE RETAIL INC QVC GROUP 18,435 13,224
    RAYTHEON TECHNOLOGIES CORP 36,214 45,095
    RECKITT BENCKISER GROUP 11,556 10,990
    RECRUIT HOLDINGS CO 3,555 4,385
    RENTOKIL INITIAL PLC SPON ADR 3,127 3,652
    RESOLUTE FOREST PRODUCTS INC 3,780 9,819
    RIO TINTO PLC SPONSORED ADR 2,775 3,280
    RITCHIE BROS AUCTIONEERS 22,513 48,907
    ROCHE HOLDING LTD ADR 30,496 45,694
    ROLLINS INC 16,119 40,539
    ROYAL DUTCH SHEL PLC SPONS ADR 2,808 2,428
    SALESFORCE.COM 18,673 58,704
    SANDVIK AB SPONS ADR 2,194 2,292
    SANOFI-AVENTIS SPONSORED ADR 17,276 17,936
    SAP AKTIENGESELL ADS 4,269 5,184
    SCHNEIDER ELEC UNSP/ADR 3,315 5,921
    SEA LTD 1,578 1,342
    SERVICE NOW 18,825 45,438
    SGS SA UNSP ADR 1,466 1,860
    SHIONOGI & CO LTD 2,261 2,898
    SHISEIDO CO LTD 2,800 2,235
    SIEMENS AG 18,181 25,807
    SMURFIT KAPPA 15,015 25,564
    SOFTBANK ADR 25,196 24,336
    SONIC HEALTHCARE LTD SHS 10,333 20,588
    SONOVA HOLDING AG AD 1,221 2,356
    SOUTHWEST AIRLINES 4,803 4,798
    SPDR BARCLAYS CAPITAL 1-3 MONT 158,822 158,631
    SPDR DOW JONES INDUSTRIAL AVER 417,486 841,086
    SPDR GOLD SHARES 383,173 572,716
    SPDR S&P 500 ETF TRUST 1,101,262 2,549,585
    SPX FLOW INC 6,684 15,307
    STARBUCKS CORP COM 31,960 58,953
    SVENSKA HANDELSBK UNS ADR 19,009 19,214
    SYMRISE AG UNSPONSORED 2,143 3,373
    SYSMEX CORP UNSP ASDR 2,386 3,524
    TAIWAN SEMICONDUCTOR MFG CO LT 7,011 10,948
    TE CONNECTIVITY LTD 4,096 5,163
    TECHNIPFMC PLC 15,705 10,970
    TELADOC INC 16,131 15,334
    TELEPERFORMANCE SA 2,998 4,008
    TEMENOS GROUP AG 1,611 1,786
    TEMPLETON DRAGON FUND 106,856 74,800
    TEMPLETON GLOBAL BOND FUND - C 183,562 127,851
    TENCENT HOLDINGS LIMITED 6,479 5,480
    TERADATA CORPORATION 14,549 21,490
    TESCO PLC ADR 16,891 17,293
    THE COCA-COLA CO 2,638 3,257
    THE ENSIGN GROUP, INC 19,789 18,555
    THOMSON REUTERS CORPORATION 2,243 3,349
    TOKIO MARINE HOLDINGS INC 20,772 21,900
    TOKYO ELECTRON LTD 701 1,295
    TOTALENERGIES SE 24,617 26,362
    TOYOTA MTR CORP 19,111 26,313
    TWILIO INC 20,948 18,697
    TYLER TECHNOLOGIES, INC 28,194 72,085
    UBS AG 7,704 11,204
    UNICHARM CORP - SPN ADR 3,237 3,662
    UNILEVER PLC AMER 32,253 34,264
    UNION PACIFIC 12,287 16,124
    UNITED OVRSEAS BK LTD ADR 16,427 21,427
    UNITEDHEALTH GROUP INC 14,249 51,218
    UPM KYMMENE CORP 9,623 13,959
    VALE SA 11,751 14,539
    VEEVA SYSTEMS INC 7,845 51,607
    VERISK ANALYTICS, INC 19,489 54,209
    VERIZON COMMUNICATIONS 228,365 270,608
    VIATRIS ORD SHS 13,546 15,275
    VIMEO 7,809 5,496
    VISA INC 24,080 38,574
    VODAFONE GROUP PLC 46,265 36,758
    VOLVO AS-A ADR 11,625 11,984
    WAL-MART STORES INC 7,990 8,826
    WALT DISNEY HOLDINGS CO 16,288 19,206
    WELLS FARGO & CO 16,058 30,419
    WEST PHARMA SVCS INC 17,290 82,546
    WILLIAMS COS 19,076 22,967
    WORLDLINE 2,259 1,400
    XP INC CL A 412 287
    YANDEX N V 876 1,392
    ZURICH INS GROU ADR 13,218 21,164

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    US Government Securities - End of Year Book Value:

    347,861
    US Government Securities - End of Year Fair Market Value:

    361,341
    State & Local Government Securities - End of Year Book Value:


    202,794
    State & Local Government Securities - End of Year Fair Market Value:


    216,770


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADVANTAGE ADVISERS XANTHUS FUN   801,783 1,424,425
    AXA EQUITABLE LIFE INSURANCE -   714,771 714,771
    BRIGHTHOUSE LIFE INSURANCE - A   127,340 119,272
    IRONWOOD MULTI-STRATEGY FUND   238,000 529,957
    KL SPECIAL OPPORTUNITIES FUND,   635,000 896,056

    TY 2021 OtherExpensesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 60,442     60,442
    Bank Charges 1,727 1,727    
    K-1 Exp ADVANTAGE ADVISERS XAN 11,095 10,393    


    TY 2021 OtherIncomeSchedule2
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss ADVANTAGE ADVISERS XANTHUS FUND, LLC -30,892 -28,937  
    net Annuity Income 75,680 75,680  
    income from ironwood multi-strategy fund 55,484 55,484  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 108,878 108,878    
    Philanthropic Consulting Srvcs 41,805     41,805


    TY 2021 TaxesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 10,100      
    990-T Extension for 2020 1,300      
    Foreign Tax Paid 7,278 7,278