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
VAN BEUREN CHARITABLE FOUNDATION INC
C/O BRANDYWINE GROUP ADV (PTS) INC
Number and street (or P.O. box number if mail is not delivered to street address)501 MADISON AVE 17TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

22-2773769
B Telephone number (see instructions)

(212) 319-2700
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$382,313,929J 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) 12,882,986
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,900,998 3,816,369  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,096,789
b Gross sales price for all assets on line 6a 33,096,789
7 Capital gain net income (from Part IV, line 2)... 33,096,789
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 -318,059 -318,059  
12 Total. Add lines 1 through 11........ 49,562,714 36,595,099  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 358,994 0   358,994
14 Other employee salaries and wages...... 275,988 0   275,988
15 Pension plans, employee benefits....... 209,275 0   209,275
16a Legal fees (attach schedule)......... Click to see attachment 4,578 3,052   1,526
b Accounting fees (attach schedule)....... Click to see attachment 56,608 56,608   0
c Other professional fees (attach schedule).... Click to see attachment 3,295,443 3,295,443   0
17 Interest............... 218,125 218,125   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 339,009 0   42,970
19 Depreciation (attach schedule) and depletion... 85,072 85,072  
20 Occupancy.............. 93,358 0   93,358
21 Travel, conferences, and meetings....... 3,356 0   3,356
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 481,693 2,630   436,678
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,421,499 3,660,930   1,422,145
25 Contributions, gifts, grants paid....... 13,221,995 13,221,995
26 Total expenses and disbursements. Add lines 24 and 25 18,643,494 3,660,930   14,644,140
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 30,919,220
b Net investment income (if negative, enter -0-) 32,934,169
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......... 11,016,499 12,141,246 12,141,246
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)      
b Investments—corporate stock (attach schedule)....... 120,258,409 Click to see attachment123,171,232 123,171,232
c Investments—corporate bonds (attach schedule)....... 14,054,781 Click to see attachment27,060,668 27,060,668
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 194,465,918 Click to see attachment218,791,555 218,791,555
14 Land, buildings, and equipment: basis bullet1,299,102
Less: accumulated depreciation (attach schedule) bullet259,917 1,124,256 1,039,185 1,039,185
15 Other assets (describe bullet) Click to see attachment198,091 Click to see attachment110,043 Click to see attachment110,043
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 341,117,954 382,313,929 382,313,929
Liabilities 17 Accounts payable and accrued expenses.......... 75,896 198,963
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)......... 75,896 198,963
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........... 326,545,254 380,491,464
25 Net assets with donor restrictions............ 14,496,804 1,623,502
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    
29 Total net assets or fund balances (see instructions)..... 341,042,058 382,114,966
30 Total liabilities and net assets/fund balances (see instructions). 341,117,954 382,313,929
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
341,042,058
2
Enter amount from Part I, line 27a .....................
2
30,919,220
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
23,026,990
4
Add lines 1, 2, and 3 ..........................
4
394,988,268
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
12,873,302
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
382,114,966
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 THRU PARTNERSHIPS P 2021-01-01 2021-06-15
b THRU PARTNERSHIPS P 2018-01-01 2021-06-15
c REALIZED GAINS & LOSSES P 2021-01-01 2021-06-15
d REALIZED GAINS & LOSSES P 2018-01-01 2021-06-15
e SEC LIT/WASH SALES/ADJUSTMENTS P 2018-01-01 2021-06-15
(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 1,019,779     1,019,779
b 14,699,689     14,699,689
c 72,062     72,062
d 17,304,670     17,304,670
e 589     589
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,019,779
b       14,699,689
c       72,062
d       17,304,670
e       589
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 33,096,789
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 457,785
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 457,785
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 180,341
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 175,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 355,341
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 132
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 102,576
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletRI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBRANDYWINE TRUST COMPANY Telephone no.bullet (718) 317-6857

    Located atbullet7234 LANCASTER PIKE SUITE 300AHOCKESSINDE ZIP+4bullet19707
    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
    ARCHBOLD D VAN BEUREN VICE CHAIRMAN & SECRETARY
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    ANDREA VAN BEUREN BOARD MEMBER
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    STEPHEN L GLASCOCK BOARD MEMBER
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    HOPE HILL VAN BEUREN BOARD MEMBER
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    BARBARA VAN BEUREN CHAIRMAN
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    HELENE B VAN BEUREN BOARD MEMBER
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    ROGER KASS TREASURER
    0.00     		0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    ELIZABETH R LYNN PRESIDENT & ASSISTANT TREA
    40.00     		271,279 68,462 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    KIM L DAME ASSISTANT SECRETARY
    40.00     		87,715 44,568 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    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
    THOMAS BRENDLER NONE
    40.00     		137,500 51,424 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 1
    NEWPORT,RI028403283
    MARYKATE BERGEN NONE
    40.00     		90,358 19,968 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 1
    NEWPORT,RI028403283
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE SUSTAINABILITY INITIATIVE - FUND DEVELOPMENT AND SUSTAINABLE PRACTICES- PROVIDING COHORT-BASED ASSESSMENTS, TRAININGS, FUND DEVELOPMENT PLANS, PEER LEARNING, LEADERSHIP DEVELOPMENT & COORDINATION. 110,500
    2 LEADING TO BETTER DESIGN - WORKSHOP/TRAINING TO STRENGTHEN PLANNING FOR CAPITAL PROJECTS AND DEVELOPMENT OF AN ASSESSMENT TOOL FOR CAPITAL PROJECT READINESS. 530
    3 FIELD BUILDING INITIATIVE - DATA, RESEARCH, CONVENING, EVALUATION AND STRATEGY FACILITATION RELATED TO ASSESSING BEHAVORIAL HEALTH, CHILDREN'S LITERACY, ECONOMIC DEVELOPMENT, LOCAL BROADBAND ACCESS, COVID IMPACT. 132,521
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    340,117,672
    b
    Average of monthly cash balances.......................
    1b
    13,116,163
    c
    Fair market value of all other assets (see instructions)................
    1c
    310,918
    d
    Total (add lines 1a, b, and c).........................
    1d
    353,544,753
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    353,544,753
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    5,303,171
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    348,241,582
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    17,412,079
    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
    17,412,079
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    457,785
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    457,785
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    16,954,294
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    16,954,294
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    16,954,294
    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 16,954,294
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 7,718,204
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 14,644,140
    a Applied to 2020, but not more than line 2a 7,718,204
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 6,925,936
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		10,028,358
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    564 PARK AVENUE PRESERVATION FOUNDATION
    564 PARK AVENUE
    NEW YORK,NY10065     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    ACADEMY IN MANAYUNK INC
    1200 RIVER ROAD
    CONSHOCHOCKEN,PA19428     		NONE PUBLIC CHARITY AIM PATHWAYS PROGRAM FOR NEWPORT COUNTY EDUCATORS AND UNRESTRICTED 85,000
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY GENERAL OPERATING, LAND USE WORKSHOPS, NEWPORT OPEN SPACE PROGRAM 95,000
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY STRIKE FUND AND GENERAL OPERATIING 2,255,000
    ART & NEWPORT
    289 INDIAN AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY WAVES ART INSTALLATION AND PROGRAMMING 63,280
    ART 21 INC
    231 WEST 29TH
    NEW YORK,NY10001     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    ATLANTIC THEATRE COMPANY
    76 NINTH AVENUE
    NEW YORK,NY10011     		NONE PUBLIC CHARITY CAPITAL AND UNRESTRICTED 55,000
    BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19130     		NONE PUBLIC CHARITY 2021 EXHIBITION FUND 25,000
    BIKE NEWPORT
    62 BROADWAY
    NEWPORT,RI02840     		NONE PUBLIC CHARITY GENERAL OPERATIONS 55,000
    BLITHEWOLD
    101 FERRY ROAD
    BRISTOL,RI02809     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    BOCA GRANDE HEALTH CLINIC
    PO BOX 2340
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    BOCA GRANDE WOMANS CLUB
    PO BOX 65
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY SCHOLARSHIPS 5,000
    BOY SCOUTS OF AMERICA
    233 SCITUATE AVENUE
    CRANSTON,RI02921     		NONE PUBLIC CHARITY SCOUTING PROGRAMS 3,000
    BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY
    95 CHURCH STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY DESIGN PLANNING FOR CHURCH STREET CLUBHOUSE AND OPERATING 72,500
    BRANDYWINE CONSERVANCY
    PO BOX 141
    CHADDS FORD,PA19317     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    BROOKLYN RAIL INC
    253 36TH ST
    BROOKLYN,NY11232     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA01845     		NONE PUBLIC CHARITY UNRESTRICTED 17,500
    C THOMAS CLAGETT JR MEMORIAL CLINIC & REGATTA INC
    231 INDIAN AVENUE
    PORTSMOUTH,RI02871     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    CARY INSTITUTE
    2801 SHARON TPKE
    MILLBROOK,NY12545     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022     		NONE PUBLIC CHARITY UNRESTRICTED 15,000
    CHILD AND FAMILY SERVICES OF NEWPORT
    31 JOHN CLARKE ROAD
    MIDDLETOWN,NY02842     		NONE PUBLIC CHARITY UNSPENT FUNDS- HOME BASED SENIOR BEHAVIORAL HEALTH COUNSELING -41,913
    CHURCH COMMUNITY HOUSING CORPORATION
    50 WASHINGTON SQUARE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY ENGINEERING AND DESIGN- NEWPORT HISTORIC SPRING PARK 300,000
    CITY OF NEWPORT
    43 BROADWAY
    NEWPORT,RI02840     		NONE PUBLIC CHARITY TECHNOLOGY UPGRADES- INNOVATE NEWPORT 66,309
    CODAC INC
    1052 PARK AVENUE
    CRANSTON,RI02910     		NONE PUBLIC CHARITY EQUIPMENT FOR PRIMARY CARE SERVICES 66,121
    COLLEGE UNBOUND
    325 PUBLIC ST
    PRIVIDENCE,RI02905     		NONE PUBLIC CHARITY AQUIDNECK ISLAND COHORT BA COMPLETION 60,000
    CORNELL UNIVERSITY
    1300 YORK AVE
    NEW YORK,NY10065     		NONE PUBLIC CHARITY DIVISION CHILD AND ADOLESCENT PSYCHIATRY 100,000
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    DUTCHESS LAND CONSERVANCY
    PO BOX 138
    MILLBROOK,NY12545     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    EAST BAY COMMUNITY ACTION PROGRAM
    19 BROADWAY
    NEWPORT,RI02840     		NONE PUBLIC CHARITY MIDDLETOWN CHILD OPPORTUNITY ZONE- BEYOND THE BELL/ UNRESTRICTED 32,989
    FABNEWPORT
    1 YORK STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY EXPAND THE NEWPORT EXPERIENCE PROGRAM AND UNRESTRICTED 119,300
    FOOD FOR THE POOR INC
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		NONE PUBLIC CHARITY UNRESTRICTED 2,000
    FRIENDS OF BOCA GRANDE COMMUNITY CENTER
    PO BOX 1222
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    FRIENDS OF UPPER EAST SIDE HISTORIC DISTRICT INC
    20 EAST 69TH STREET 4B
    NEW YORK,NY10021     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
    1500 SAN REMO AVENUE SUITE 249
    CORAL GABLES,FL33146     		NONE PUBLIC CHARITY UNRESTRICTED 7,500
    GARDEN CONSERVANCY
    PO BOX 219
    NEW YORK,NY10516     		NONE PUBLIC CHARITY UNRESTRICTED 2,000
    GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION
    PO BOX 446
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    GRANTMAKERS COUNCIL OF RHODE ISLAND
    50 VALLEY STREET
    PROVIDENCE,RI02909     		NONE PUBLIC CHARITY UNRESTRICTED 2,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1725 DESALES ST NW STE 404
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY UNRESTRICTED 3,590
    GROW SMART RHODE ISLAND
    144 WESTMINSTER STREETSTE 303
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY SMART GROWTH RECOVERY STRATEGY 50,000
    HEIFER PROJECT INTERNATIONAL
    1290 OLD SANDWICH ROAD
    PLYMOUTH,MA02360     		NONE PUBLIC CHARITY ANNUAL FUND 5,000
    INJURED MARINE SEMPER FI FUND
    825 COLLEGE BLV
    OCEANSIDE,CA92057     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    INTERNATIONAL MEDICAL CORPS
    12400 WHILSHIRE BLVD SUITE 1500
    LOS ANGELES,CA90025     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    INTERNATIONAL YACHT RESTORATION SCHOOL
    449 THAMES ST SUITE 111
    NEWPORT,RI02840     		NONE PUBLIC CHARITY UNRESTRICTED, BROOKS BUILDING CAPITAL CAMPAIGN 400,000
    JAMESTOWN ART CENTER
    18 VALLEY STREET
    JAMESTOWN,RI02835     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    LUCY'S HEARTH
    913 WEST MAIN ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    MARTIN LUTHER KING COMMUNITY CENTER INC
    20 DR MARCUS F WHEATLAND BLVD
    NEWPORT,RI02840     		NONE PUBLIC CHARITY GENERAL OPERATING AND HOLIDAY FOOD AND TEEN PROGRAMS, RENOVATION/EXPANSION OF FACILITY 1,073,500
    MEALS ON WHEELS OF RI INC
    70 BATH STREET
    PROVIDENCE,RI02908     		NONE PUBLIC CHARITY HOME DELIVERED MEAL PROGRAM 30,000
    MIDDLETOWN TREE ASSOCIATION
    207 VERNON AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY ANNUAL TREE MAINTENANCE 6,000
    MILL REEF FUND
    C/O JP MORGAN
    DETROIT,MI48278     		NONE PUBLIC CHARITY CLAY STUDIO AND GENERAL FUND 60,000
    NAVAL WAR COLLEGE FOUNDATION
    686 CUSHING ROAD
    NEWPORT,RI02841     		NONE PUBLIC CHARITY DIGITIZING THE NWCF COLLECTION, ANNUAL FUNDS 276,500
    NEW YORK HARBOR FOUNDATION
    10 SOUTH STREET SLIP 7
    NEW YORK,NY10004     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    NEW YORK LANDMARKS CONSERVANCY
    ONE WHITEHALL STREET
    NEW YORK,NY10004     		NONE PUBLIC CHARITY UNRESTRICTED 3,000
    NEWPORT ART MUSEUM
    76 BELLEVUE AVENUE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER
    127 JOHNNY CAKE HILL ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY COMMUNITY MENTAL HEALTHCARE PROGRAMS FOR SENIORS 175,000
    NEWPORT COUNTY DEVELOPMENT COUNCIL
    513 BROADWAY STE 218
    NEWPORT,RI02840     		NONE PUBLIC CHARITY ASSESSMENT AND PLANNING, PROGRAM DEVELOPMENT-BLUE TECHNOLOGY 314,000
    NEWPORT COUNTY WOMEN'S RESOURCE CENTER
    114 TOURO STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY COUNSELING FOR DOMESTIC VIOLENCE, VOCA-FUNDED PROGRAMS 67,500
    NEWPORT FILM INC
    174 BELLEVUE AVE SUITE 314
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING- GENERAL 85,000
    NEWPORT HISTORICAL SOCIETY
    82 TOURO STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY NEWPORT SHOW 5,000
    NEWPORT HOSPITAL FOUNDATION
    11 FRIENDSHIP STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING- GENERAL, IMAGING EQUIPMENT, CAMPAIGN AND ANNUAL FUND 55,000
    NEWPORT PARTNERSHIPS FOR FAMILIES
    31 JOHN CLARKE ROAD
    NEWPORT,RI02842     		NONE PUBLIC CHARITY TRUST & EQUITY ALLIANCE & JUSTICE, EQUITY, DIVERSITY & INCLUSION PARTNERSHIP 35,795
    NEWPORT PUBLIC LIBRARY
    300 SPRING STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING- GENERAL 5,000
    NEWPORT PUBLIC SCHOOLS
    109 OLD FORT ROAD
    NEWPORT,RI02840     		NONE PUBLIC CHARITY PELL ELEMENTARY SCHOOL CAPITAL IMPROVEMENTS 1,138,000
    NEWPORT RESTORATION FOUNDATION
    51 TOURO STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING- GENERAL 2,500
    NIGHTINGALE BAMFORD SCHOOL
    20 EAST 92ND STREET
    NEW YORK,NY10128     		NONE PUBLIC CHARITY NIGHINGALE FUND/ANNUAL FUND 20,000
    NORMAN BIRD SANCTUARY TRUST
    583 THIRD BEACH ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY OPERATING- GENERAL, BUILD THE CONSERVATION CREW 92,250
    NY PRESBYTERIAN HOSPITAL
    850 THIRD AVE
    NEW YORK,NY10022     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    OLANA PARTNERSHIP
    PO BOX 199
    HUDSON,NY12534     		NONE PUBLIC CHARITY OPERATING- GENERAL 2,500
    PA SOCIETY-PREVENTION OF CRUELTY TO ANIMALS
    350 E ERIE AVENUE
    PHILADELPHIA,PA19134     		NONE PUBLIC CHARITY OPERATING- GENERAL, ANNUAL FUND 35,000
    PEAK GRANTMAKING INC
    1666 K ST NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY OPERATING- GENERAL 3,000
    PHILADELPHIA ORCHESTRA ASSOCIATION
    1 S BROAD STREET
    PHILADELPHIA,PA19107     		NONE PUBLIC CHARITY OPERATING- GENERAL 5,000
    PHILANTHROPY ROUNDTABLE
    1120 20 ST NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY OPERATING- GENERAL 1,000
    POMFRET SCHOOL
    398 POMFRET STREET
    POMFRET,CT06258     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    PREP FOR PREP
    328 WEST 71ST STREET
    NEW YORK,NY10023     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY CAPACITY BUILDING, OPERATING-GENERAL, PROJECT PERSEVERANCE 223,500
    PRESERVE RHODE ISLAND
    957 NORTH MAIN ST
    PROVIDENCE,RI02904     		NONE PUBLIC CHARITY AQUIDNECK STONE WALL INITIATIVE 83,345
    PROTECT OUR WINTERS
    4676 BROADWAY STREET
    BOULDER,CO80304     		NONE PUBLIC CHARITY OPERATING-GENERAL 15,000
    PUPPIES BEHIND BARS
    10 EAST 40TH STREET 19TH FLOOR
    NEW YORK,NY10016     		NONE PUBLIC CHARITY OPERATING-GENERAL 2,000
    REACH OUT AND READ RHODE ISLAND
    1 RICHMOND SQ STE 158E
    PROVIDENCE,RI02906     		NONE PUBLIC CHARITY AQUIDNECK ISLAND PEDIATRICIAN PARTNERSHIP 6,000
    RHODE ISLAND COMMUNITY FOOD BANK
    200 NIANTIC AVENUE
    PROVIDENCE,RI02907     		NONE PUBLIC CHARITY FOOD DISTRIBUTION IN NEWPORT COUNTY/SYSTEMIC INNOVATIONS 100,000
    RHODE ISLAND COMMUNITY FOUNDATION
    1 UNION STATION
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY CAPACITY BUILDING COHORT/WORKSHOPS 3,000
    RHODE ISLAND KIDS COUNT
    ONE UNION STATION
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY OPERATING- GENERAL 45,000
    RHODE ISLAND PUBLIC RADIO
    ONE UNION STATION
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY CAPACITY AND OPERATING- GENERAL 241,000
    ROBERT POTTER LEAGUE FOR ANIMALS INC
    87 OLIPHANT LANE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY OPERATING- GENERAL 67,500
    ROYAL PALM PLAYERS
    PO BOX 954
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY UNRESTRICTED 3,500
    SAIL TO PREVAIL
    PO BOX 1264
    NEWPORT,RI02840     		NONE PUBLIC CHARITY ADAPTIVE SAILING PROGRAM 33,200
    SAVE THE BAY INC
    100 SAVE THE BAY DRIVE
    PROVIDENCE,RI02905     		NONE PUBLIC CHARITY NARRAGANSETT BAY PROGRAM/NEW AQUARIUM 60,000
    ST MICHAELS COUNTRY DAY SCHOOL
    180 RHODE ISLAND AVENUE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY FINANCIAL AID PROGRAM, OPERATING-GENERAL 17,500
    ST ANDREWS EPISCOPAL CHURCH
    PO BOX 272
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY OPERATING-GENERAL 2,000
    ST BERNARD'S SCHOOL
    4 EAST 98TH STREET
    NEW YORK,NY10029     		NONE PUBLIC CHARITY UNRESTRICTED 70,000
    ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL
    55 VAUCLUSE AVENUE
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY OPERATING-GENERAL 55,000
    ST GEORGE'S SCHOOL
    PO BOX 1910
    NEWPORT,RI02840     		NONE PUBLIC CHARITY ANNUAL FUND 10,000
    STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 6214
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY SCHOLARSHIP PROGRAM 30,000
    STRATEGIC PREVENTION PARTNERSHIPS
    73 JOHN DYER ROAD
    COMPTON,RI02837     		NONE PUBLIC CHARITY NO WRONG DOOR BEHAVIORAL HEALTH SYSTEM OF CARE 125,000
    STREETSQUASH
    40 WEST 116TH ST
    NEW YORK,NY10026     		NONE PUBLIC CHARITY OPERATING- GENERAL 2,500
    STUDIO INCAMMINATI
    1901 S 9TH STREET
    PHILADELPHIA,PA19148     		NONE PUBLIC CHARITY ANNUAL FUND 5,000
    SUNCOAST HUMANE SOCIETY
    6781 SAN CASA DRIVE
    ENGLEWOOD,FL34224     		NONE PUBLIC CHARITY CAPITAL- NEW CAMPUS 250,000
    TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		NONE PUBLIC CHARITY ANNUAL FUND 20,000
    THE HOPE PROGRAM
    1 SMITH STREET 4TH FLR
    BROOKLYN,NY11201     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    THE ISLAND SCHOOL
    PO BOX 1090
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY OPERATING- GENERAL 10,000
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH ST STE 700 LINCOLN PLAZA
    BOSTON,MA02111     		NONE PUBLIC CHARITY RI LAND TRUST CONSERVATION, STEWARDSHIP AND COMMUNITY ENGAGEMENT PROGRAM 20,000
    TOURO SYNAGOGUE FOUNDATION
    85 TOURO STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING- GENERAL 5,000
    TOWN OF PORTSMOUTH RHODE ISLAND
    2200 EAST MAIN ROAD
    PORTSMOUTH,RI02871     		NONE PUBLIC CHARITY DOG PARK EXPANSION 18,069
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    210 SOUTH 34TH STREET
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY OPERATING- GENERAL 145,849
    UNIVERSITY OF RI FOUNDATION
    79 UPPER COLLEGE RD
    KINGSTON,RI02881     		NONE PUBLIC CHARITY AQUIDNECK ISLAND SHORELINE MONITORING AND STEWARDSHIP, INTERNET ACCESS AND TRAINING 182,922
    UNIVERSITY OF VERMONT
    411 MAIN ST
    BURLINGTON,VT05401     		NONE PUBLIC CHARITY FILM STUDIES 25,000
    VNS OF NEWPORT & BRISTOL COUNTIES
    1184 EAST MAIN ROAD
    PORTSMOUTH,RI02871     		NONE PUBLIC CHARITY IMPROVING HEALTH CARE, COVID VACCINE ACCESS 170,000
    WESLEYAN UNIVERSITY
    318 HIGH STREET
    MIDDLETOWN,CT06459     		NONE PUBLIC CHARITY FINANCIAL AID, OPERATING-GENERAL 175,000
    WHYY INC
    PO BOX 900
    GREENCASTLE,PA17225     		NONE PUBLIC CHARITY OPERATING- GENERAL 7,500
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    266 WOOD HOLE ROAD
    WOOD HOLE,MA02543     		NONE PUBLIC CHARITY ENGINEERING AND DESIGN- MARINE OPERATIONS CENTER 600,000
    WREXHAM FOUNDATION
    201913 YALE STATION
    NEW HAVEN,CT06520     		NONE PUBLIC CHARITY UNRESTRICTED 15,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		NONE PUBLIC CHARITY ANNUAL FUND 12,500
    ACADEMY OF MUSIC OF PHILADELPHIA
    240 S BROAD STREET
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    ARTS GOWANUS
    540 PRESIDENT STREET
    BROOKLYN,NY11215     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    BEAVERTAIL LIGHTHOUSE MUSEUM ASSOCIATION
    PO BOX 834
    JAMESTOWN,RI02835     		NONE PUBLIC CHARITY MASTER PLANNING 15,000
    BELMONT CHAPEL FOUNDATION
    30 WARNER STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY BELMONT CHAPEL RESTORATION/CAPACITY GRANT 20,000
    COLUMBIA UNIVERSITY
    33 WEST 60TH STREET
    NEW YORK,NY10023     		NONE PUBLIC CHARITY UNRESTRICTED AND ANNUAL FUND 17,500
    COMMUNITY CLOTHES CHARITY
    1001 ROCK CREEK ROAD
    BRYN MAWR,PA19010     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    COMMUNITY COLLEGE OF RHODE ISLAND FOUNDATION
    1762 OLD LOUISQUISSET PIKE
    LINCOLN,RI02865     		NONE PUBLIC CHARITY ADVANCE DIVERSITY IN RHODE ISLAND'S NURSING WORKFORCE 48,000
    ALLEN-CHASE FOUNDATION-EAGLEBROOK SCHOOL
    271 PINE NOOK ROAD
    DEERFIELD,MA01342     		NONE PUBLIC CHARITY CAPITAL CAMPAIGN 160,000
    ELKHORN MARINE CONSERVANCY
    625 CLINTON SQUARE
    ROCHESTER,NY14604     		NONE PUBLIC CHARITY CORAL RESTORATION PROJECT 20,000
    FARM FRESH RHODE ISLAND
    10 SIMS AVENUE UNIT 103
    PROVIDENCE,RI02909     		NONE PUBLIC CHARITY CAPACITY BUILDING 3,500
    FIRST PRESBYTERIAN CHURCH
    6 EVERETT STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY REPAIR AND REFURBISHMENT OF STAINED GLASS WINDOWS AND SILLS 50,000
    FORT ADAMS TRUST
    90 FORT ADAMS DRIVE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    FRIENDS OF ISLAND CEMETERY
    30 WARNER STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    GOWANUS CANAL CONSERVANCY
    248 THIRD STREET
    BROOKLYN,NY11215     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    GREATER GOOD CHARITIES
    600 UNIVERSITY STREET STE1000
    SEATTLE,WA98101     		NONE PUBLIC CHARITY GOOD FIX PROGRAM 50,000
    HARBORING HEARTS HOUSING FOUNDATION
    510 FIFTH AVENUE 3RD FLR
    NEW YORK,NY10036     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    JOHN CLARKE SENIOR LIVING
    600 VALLEY ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY ORGANIZATION DEVELOPMENT 3,750
    JOHN CLARKE RETIREMENT CENTER
    600 VALLEY ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY CAPITAL IMPROVEMENTS 173,124
    TRUSTEES OF LAWRENCEVILLE SCHOOL
    PO BOX 6125
    LAWRENCEVILLE,NJ08648     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    LOOKING UPWARDS
    438 EAST MAIN ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY PARENTAL SUPPORT PROGRAM "THE INCREDIBLE YEARS" 13,360
    MADISON SQUARE PARK CONSERVANCY
    PO BOX 1814
    NEW YORK,NY10159     		NONE PUBLIC CHARITY OPERATING- GENERAL 10,000
    MISSIONWOLF
    PO BOX 1211
    WESTCLIFFE,CO81252     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    MUSEUM OF THE CITY OF NEW YORK
    1220 FIFTH AVENUE
    NEW YORK,NY10029     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN
    161 WILLIAMS STREET
    NEW YORK,NY10038     		NONE PUBLIC CHARITY ANNUAL FUND 2,500
    NEWPORT PARTNERSHIPS FOR FAMILIES
    170 BROADWAY
    NEWPORT,RI02840     		NONE PUBLIC CHARITY CONEXION LATINA NEWPORT'S HISPANIC COMMUNITY ACCESS CENTER 41,800
    NEWPORT TREE SOCIETY
    PO BOX 863
    NEWPORT,RI02840     		NONE PUBLIC CHARITY TREE CANOPY IMPROVEMENT PROJECT 50,000
    NEWPORT YOUNG MENS CHRISTIAN ASSOCIATION
    792 VALLEY ROAD
    MIDDLETOWN,RI02842     		NONE PUBLIC CHARITY OPERATING- GENERAL, FACILITY IMPROVEMENTS 354,450
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101     		NONE PUBLIC CHARITY OPERATING- GENERAL 6,500
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET STE 802
    BOSTON,MA02110     		NONE PUBLIC CHARITY MA EARLY CHILDHOOD FUNDERS COLLABORATIVE 500
    PHILLIPS ACADEMY ANDOVER
    180 MAIN STREET
    ANDOVER,MA01810     		NONE PUBLIC CHARITY PURCHASE STANLEY WHITNEY'S PAINTING AND ANNA WEYANT'S DRAWING AND HUGH HAYDEN WORK 112,750
    RED HOOK INITIATIVE
    767 HICKS STREET
    BROOKLYN,NY11231     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    REDWOOD LIBRARY AND ATHENAEUM
    50 BELLEVUE AVE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY UNRESTRICTED 7,500
    RHODE ISLAND HOSPITAL
    593 EDDY STREET
    PROVIDENCE,RI02903     		NONE PUBLIC CHARITY HASBRO- CAPITAL IMPROVEMENTS/SURGICAL AND ONCOLOGY UNITS 800,000
    RHODE ISLAND INFRASTRUCTURE BANK
    235 PROMENADE STREET STE 119
    PROVIDENCE,RI02908     		NONE GOVERNMENTAL UNIT AQUIDNECK ISLAND MUNICIPAL RESILIENCE PROGRAM 100,000
    RIMPTA FOUNDATION
    513 BROADWAY STE 320
    NEWPORT,RI02840     		NONE PUBLIC CHARITY YOUTH WORKFORCE DEVELOPMENT 30,000
    RI SLAVE HISTORY MEDALLIONS
    98 KAY STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY CAPACITY- PLANNING 10,000
    ROYAL AFRICAN FOUNDATION
    473 12TH AVENUE
    SALT LAKE CITY,UT84103     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    SRBA HISTORIC BUILDING & ENVIRONMENTAL PRESERVATION FOUNDATION
    34 OCEAN AVENUE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY RESILIENCY FUND 75,000
    STREET SOCCER USA
    115 EAST 13TH STREET
    NEW YORK,NY10003     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    STUDIO MUSEUM IN HARLEM
    144 WEST 125TH STREET
    NEW YORK,NY10027     		NONE PUBLIC CHARITY OPERATING-GENERAL 25,000
    THE HOUSING AUTHORITY OF THE CITY OF NEWPORT RHODE ISLAND
    120B HILLSIDE AVENUE
    NEWPORT,RI02840     		NONE GOVERNMENTAL UNIT PLANNING FOR FLORENCE GRAY CENTER 142,050
    NATIONAL SAILING HALL OF FAME AND MUSEUM INC
    365 THAMES STREET
    NEWPORT,RI02840     		NONE PUBLIC CHARITY CAPITAL CAMPAIGN 135,765
    TOWN OF PORTSMOUTH- PORTSMOUTH SCHOOL DEPARTMENT
    125 JEPSON LANE
    PORTSMOUTH,RI02871     		NONE GOVERNMENTAL UNIT PORTSMOUTH MIDDLE SCHOOL'S AGINNOVATION FARM 66,290
    TRINITY CHURCH
    1 QUEEN ANNE SQUARE
    NEWPORT,RI02840     		NONE PUBLIC CHARITY OPERATING- GENERAL 10,000
    UNITARIAN UNIVERSALIST ASSOCIATION-CHANNING MEMORIAL CHURCH
    24 FARNWORTH STREET
    BOSTON,MA02210     		NONE PUBLIC CHARITY UTILITY AND LANDSCAPING IMPROVEMENTS ENHANCING THE PUBLIC REALM 150,000
    UNITED CONGREGATIONAL CHURCH-LITTLE COMPTON
    PO BOX 506
    LITTLE COMPTON,RI02837     		NONE PUBLIC CHARITY STEEPLE RESTORATION 35,550
    Total .................................bullet 3a 13,221,995
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 17,377,321  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 36,679,728 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    36,679,728
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    Employer identification number

    22-2773769
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC         		Employer identification number
    22-2773769
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JAVB 2008 CLAT
     
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    		$ 11,241,494


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    VAN BEUREN CLAT A
     
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    		$ 1,641,492


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC         		Employer identification number

    22-2773769
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC         		Employer identification number

    22-2773769
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 56,608 56,608   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME OBLIGATIONS 27,060,668 27,060,668

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES 123,171,232 123,171,232

    TY 2021 InvestmentsOtherSchedule2
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BENEFICIAL INTEREST IN CLAT AT COST 1,623,502 1,623,502
    LIMITED PARTNERSHIPS AT COST 217,168,053 217,168,053

    TY 2021 LegalFeesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 4,578 3,052   1,526


    TY 2021 OtherAssetsSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INCOME RECEIVABLE 107,028 83,560 83,560
    SECURITY DEPOSIT/PREPAID EXP 12,694 12,797 12,797
    PREPAID EXCISE TAX 67,218 13,686 13,686
    PREPAID PAYROLL 11,151    


    TY 2021 OtherDecreasesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Amount
    CHANGE IN BENEFICIAL INTEREST IN CLAT 12,873,302


    TY 2021 OtherExpensesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE OPERATING EXPENSE 95,013 0   95,013
    FILING FEES 72 48   24
    INSURANCE 7,746 2,582   5,164
    NON DEDUCTIBLE EXP THRU PARTNERSHIP 42,385 0   0
    TRAINING/TUITION 22,990 0   22,990
    SPECIAL INITIATIVES 73,441 0   73,441
    CONSULTING 175,937 0   175,937
    EVALUATION 59,609 0   59,609
    COMMUNITY EVENTS 4,500 0   4,500


    TY 2021 OtherIncomeSchedule2
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ORD INCOME (LOSS) THRU PARTNERSHIPS -318,059 -318,059 -318,059


    TY 2021 OtherIncreasesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Amount
    CHANGE IN MARKET VALUE OF SECURITIES 23,026,987
    MISC ADJ 3


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT SERVICES 3,295,443 3,295,443   0


    TY 2021 TaxesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX/UBTI TAX 296,039 0   0
    PAYROLL TAXES 42,970 0   42,970