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
WHISPERING BELLS FOUNDATION
C/O ELIZABETH WORKMAN
Number and street (or P.O. box number if mail is not delivered to street address)3740 MCKINLEY STREET NW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20015
A Employer identification number

13-6962126
B Telephone number (see instructions)

(202) 966-4916
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$4,971,889
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,857,584
2 Check bullet.............
3 Interest on savings and temporary cash investments 38 38  
4 Dividends and interest from securities... 48,148 48,148  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 73,637
b Gross sales price for all assets on line 6a 1,815,513
7 Capital gain net income (from Part IV, line 2)... 878,686
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).......      
12 Total. Add lines 1 through 11........ 2,979,407 926,872  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,000 0   25,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,107 933   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,768 7,612   5,156
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,875 8,545   30,156
25 Contributions, gifts, grants paid....... 627,300 627,300
26 Total expenses and disbursements. Add lines 24 and 25 669,175 8,545   657,456
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,310,232
b Net investment income (if negative, enter -0-) 918,327
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......... 337,780 324,352 324,352
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)....... 1,749,029 Click to see attachment4,070,939 4,647,537
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 2,086,809 4,395,291 4,971,889
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,086,809 4,395,291
29 Total net assets or fund balances (see instructions)..... 2,086,809 4,395,291
30 Total liabilities and net assets/fund balances (see instructions). 2,086,809 4,395,291
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
2,086,809
2
Enter amount from Part I, line 27a .....................
2
2,310,232
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
250
4
Add lines 1, 2, and 3 ..........................
4
4,397,291
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,395,291
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
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 161,854   161,162 692
b 1,645,935   775,665 870,270
c 7,724     7,724
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       692
b       870,270
c       7,724
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 2 878,686
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 12,765
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 12,765
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 129
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 2,106
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,106 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See 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 ofbulletELIZABETH WORKMAN Telephone no.bullet (301) 758-0971

    Located atbullet3740 MCKINLEY STREET NWWASHINGTONDC ZIP+4bullet20015
    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
    CAROLAN WORKMAN TRUSTEE
    0.50
    0 0 0
    C/O ELIZABETH WORKMAN 3740 MCKINLEY
    STREET NW
    WASHINGTON,DC20015
    ELIZABETH WORKMAN PRESIDENT/TRUSTEE
    8.00
    25,000 0 0
    C/O ELIZABETH WORKMAN 3740 MCKINLEY
    STREET NW
    WASHINGTON,DC20015
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 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  
    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.........................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
    2,475,080
    b
    Average of monthly cash balances.......................
    1b
    190,281
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,665,361
    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
    2,665,361
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    39,980
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,625,381
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    131,269
    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
    131,269
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    12,765
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,765
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    118,504
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    118,504
    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
    118,504
    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 7 118,504
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 384,298
    b From 2017...... 487,088
    c From 2018...... 553,434
    d From 2019...... 535,494
    e From 2020...... 1,373,845
    f Total of lines 3a through e ........ 3,334,159
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 657,456
    a Applied to 2020, but not more than line 2a 0
    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..... 118,504
    e Remaining amount distributed out of corpus 538,952
    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 3,873,111
    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 ..........
    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) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    384,298
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    3,488,813
    10 Analysis of line 9:
    a Excess from 2017.... 487,088
    b Excess from 2018.... 553,434
    c Excess from 2019.... 535,494
    d Excess from 2020.... 1,373,845
    e Excess from 2021.... 538,952
    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).)
    CAROLAN WORKMAN
    ELIZABETH WORKMAN
    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 WIDER CIRCLE
    9159 BROOKVILLE RD C
    SILVER SPRING,MD20910
    NONE PC CHARITABLE 1,000
    ACLU
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
    NONE PC CHARITABLE 35,000
    ACTION AGAINST HUNGER
    1 WHITEHALL ST
    NEW YORK,NY10004
    NONE PC CHARITABLE 5,000
    AMBLER FARM
    PO BOX 7442
    WILTON,CT06897
    NONE PC CHARITABLE 300
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER ST FLOOR 11
    NEW YORK,NY100383541
    NONE PC CHARITABLE 5,000
    AMNESTY INTERNATIONAL
    5 PENN PLAZA
    NEW YORK,NY10001
    NONE PC CHARITABLE 3,500
    ANIMAL HAVEN
    200 CENTRE ST
    NEW YORK,NY10013
    NONE PC CHARITABLE 750
    ANTI DEFAMATION LEAGUE (ADL)
    605 THIRD AVENUE
    NEW YORK,NY10158
    NONE PC CHARITABLE 30,000
    ART ENABLES
    2204 RHODE ISLAND AVE NE
    WASHINGTON,DC20018
    NONE PC CHARITABLE 500
    ASPCA
    424 E 92ND ST
    NEW YORK,NY101286804
    NONE PC CHARITABLE 500
    AYUDA
    6925 WILLOW ST NW B
    WASHINGTON,DC20012
    NONE PC CHARITABLE 3,000
    BRIGHT BEGINNINGS
    3640 MARTIN LUTHER KING JR AVE SE
    WASHINGTON,DC20032
    NONE PC CHARITABLE 3,000
    BROOKLYN BOTANICAL GARDENS
    1000 WASHINGTON AVENUE
    BROOKLYN,NY11225
    NONE PC CHARITABLE 500
    CCAP
    505 EIGHTH AVENUE SUITE 1400
    NEW YORK,NY10018
    NONE PC CHARITABLE 6,000
    CALVARY WOMEN'S SERVICES
    1217 GOOD HOPE RD SE
    WASHINGTON,DC20020
    NONE PC CHARITABLE 400
    CANCER SUPPORT COMMUNITY
    5614 CONNECTICUT AVENUE NW SUITE
    280
    WASHINGTON,DC20015
    NONE PC CHARITABLE 6,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVENUE NE
    WASHINGTON,DC20017
    NONE PC CHARITABLE 2,000
    CARE USA
    PO BOX 7039
    MERRIFIELD,VA22116
    NONE PC CHARITABLE 6,000
    CENTER FOR HEALTH AND GENDER EQUITY (CHANGE)
    125 MAIDEN LANE 9TH FLOOR
    NEW YORK,NY100384730
    NONE PC CHARITABLE 1,000
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER ST 22ND FLOOR
    NEW YORK,NY10038
    NONE PC CHARITABLE 5,000
    CHARITY WATER
    40 WORTH ST SUITE 330
    NEW YORK,NY10013
    NONE PC CHARITABLE 5,000
    CHILDREN & NATURE NETWORK
    1611 COUNTY ROAD B WEST SUITE 315
    SAINT PAUL,MN55113
    NONE PC CHARITABLE 1,000
    CITY HARVEST
    6 EAST 32ND ST 5TH FLOOR
    NEW YORK,NY10016
    NONE PC CHARITABLE 13,000
    CITYMEALS ON WHEELS
    355 LEXINGTON AVE
    NEW YORK,NY10017
    NONE PC CHARITABLE 500
    COMMON CAUSE
    805 15TH ST NW
    WASHINGTON,DC20005
    NONE PC CHARITABLE 5,000
    COMPASSION AND CHOICES
    101 SW MADISON STREET UNIT 8009
    PORTLAND,OR97207
    NONE PC CHARITABLE 1,000
    COMPUTER MENTORS
    2802 E DR MARTIN LUTHER KING JR
    BLVD SUITE F
    TAMPA,FL33610
    NONE PC CHARITABLE 750
    CONGRESSIONAL MEDAL OF HONOR FOUNDATION
    40 PATRIOTS POINT RD
    MT PLEASANT,SC29464
    NONE PC CHARITABLE 1,000
    CONSERVATORS CENTER
    PO BOX 882
    MEBANE,NC27302
    NONE PC CHARITABLE 1,200
    CT FOOD BANK
    PO BOX 8686
    NEW HAVEN,CT06531
    NONE PC CHARITABLE 500
    CT HUMANE SOCIETY
    701 RUSSELL ROAD
    NEWINGTON,CT06111
    NONE PC CHARITABLE 1,000
    CURREY INGRAM ACADEMY
    6544 MURRAY LANE
    BRENTWOOD,TN37027
    NONE PC CHARITABLE 1,000
    DALTON
    108 EAST 89TH STREET
    NEW YORK,NY10128
    NONE PC CHARITABLE 3,500
    DC DIAPER BANK
    5614 CONNECTICUT AVE NW 285
    WASHINGTON,DC200152604
    NONE PC CHARITABLE 3,000
    DEERFIELD
    PO BOX 87
    DEERFIELD,MA01342
    NONE PC CHARITABLE 5,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY100015004
    NONE PC CHARITABLE 16,300
    DOROT
    171 WEST 85TH STREET
    NEW YORK,NY10024
    NONE PC CHARITABLE 3,000
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE NW SUITE 600
    WASHINGTON,DC20009
    NONE PC CHARITABLE 5,000
    FOOD BANK NY
    39 BROADWAY 10TH FLOOR
    NEW YORK,NY10006
    NONE PC CHARITABLE 500
    FOOTSTEPS
    114 JOHN STREET 930
    NEW YORK,NY10272
    NONE PC CHARITABLE 5,600
    FRIENDS OF ANIMALS
    777 POST RD SUITE 205
    DARIEN,CT06820
    NONE PC CHARITABLE 7,500
    GENERATION HOPE
    415 MICHIGAN AVENUE NE SUITE 250
    WASHINGTON,DC20017
    NONE PC CHARITABLE 2,000
    GMHC (GAY MEN'S HEALTH CRISIS)
    307 WEST 38TH ST
    NEW YORK,NY10018
    NONE PC CHARITABLE 2,000
    GODDARD RIVERSIDE
    593 COLUMBUS AVENUE
    NEW YORK,NY10024
    NONE PC CHARITABLE 90,000
    GOD'S LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013
    NONE PC CHARITABLE 500
    GRAHAM WINDAM
    540 ATLANTIC AVE
    BROOKLYN,NY11217
    NONE PC CHARITABLE 1,000
    GREENPEACE
    702 H STREET NW SUITE 300
    WASHINGTON,DC20001
    NONE PC CHARITABLE 1,000
    HABITAT FOR HUMANITY
    121 HABITAT ST
    AMERICUS,GA317093498
    NONE PC CHARITABLE 12,500
    HELPING HANDS MONKEY HELPERS
    541 CAMBRIDGE STREET
    BOSTON,MA02134
    NONE PC CHARITABLE 550
    HENRY STREET SETTLEMENT
    265 HENRY STREET
    NEW YORK,NY10002
    NONE PC CHARITABLE 500
    HOMELESS CHILDREN'S PLAYTIME PROJECT
    1525 NEWTON ST NW
    WASHINGTON,DC20010
    NONE PC CHARITABLE 2,000
    HOMES NOT BORDERS
    3610 EAST ST
    LANDOVER,MD20785
    NONE PC CHARITABLE 1,400
    HOPE HOUSE
    PO BOX 60682
    WASHINGTON,DC20039
    NONE PC CHARITABLE 4,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVE 34TH FLOOR
    NEW YORK,NY101183299
    NONE PC CHARITABLE 30,000
    HUMANE RESCUE ALLIANCE
    PO BOX 96312
    WASHINGTON,DC200906312
    NONE PC CHARITABLE 5,000
    HUMANE SOCIETY NYC
    306 E 59TH ST
    NEW YORK,NY10022
    NONE PC CHARITABLE 1,000
    INOVA LIFE WITH CANCER
    8110 GATEHOUSE RD 200 EAST
    FALLS CHURCH,VA220421210
    NONE PC CHARITABLE 500
    INTERNATIONAL RESCUE COMMITTEE
    PO BOX 6068
    ALBERT LEA,MN560079847
    NONE PC CHARITABLE 12,000
    ISSUE ONE (FORMERLY AMERICAN FOR CAMPAIGN REFORM)
    1401 K ST NW SUITE 350
    WASHINGTON,DC20006
    NONE PC CHARITABLE 1,000
    JUBILEE JUMPSTART
    2525 ONTARIO ROAD NW
    WASHINGTON,DC20009
    NONE PC CHARITABLE 2,000
    KIND (KIDS IN NEED OF DEFENSE)
    1201 L ST NW FLOOR 2
    WASHINGTON,DC20005
    NONE PC CHARITABLE 2,000
    LAMBDA LEGAL
    120 WALL ST 19TH FLOOR
    NEW YORK,NY10005
    NONE PC CHARITABLE 5,000
    LAS AMERICAS IMMIGRANT ADVOCACY CENTER
    1500 E YANDELL DR
    EL PASO,TX79902
    NONE PC CHARITABLE 2,000
    LEAGUE OF CONSERVATION VOTERS
    740 15TH ST NW 7TH FLOOR
    WASHINGTON,DC20005
    NONE PC CHARITABLE 1,000
    LINK
    236 E 3RD ST 210
    LONG BEACH,CA90802
    NONE PC CHARITABLE 500
    MALARIA NO MORE
    1301 CONNECTICUT AVE NW
    WASHINGTON,DC20036
    NONE PC CHARITABLE 3,000
    MANY LANGUAGES ONE VOICE
    2437 15TH ST NW 7
    WASHINGTON,DC20009
    NONE PC CHARITABLE 400
    METROPOLITAN MUSEUM OF ART
    DEVELOPMENT OFFICE 1000 FIFTH
    AVENUE
    NEW YORK,NY10028
    NONE PC CHARITABLE 2,000
    METROPOLITAN OPERA
    LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE PC CHARITABLE 2,000
    MID ATLANTIC INNOCENCE PROJECT
    2000 H STREET NW
    WASHINGTON,DC20052
    NONE PC CHARITABLE 3,400
    MIDORI & FRIENDS
    352 SEVENTH AVENUE SUITE 301
    NEW YORK,NY10001
    NONE PC CHARITABLE 500
    MIRIAM'S KITCHEN
    2401 VIRGINIA AVE NW
    WASHINGTON,DC20037
    NONE PC CHARITABLE 5,000
    MOMA (MUSEUM OF MODERN ART)
    11 W 53RD ST
    NEW YORK,NY10019
    NONE PC CHARITABLE 1,200
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PLACE
    NEW YORK,NY10280
    NONE PC CHARITABLE 1,500
    NATIONAL BOOK FOUNDATION
    90 BROAD STREET SUITE 604
    NEW YORK,NY10004
    NONE PC CHARITABLE 2,000
    NATIONAL COUNCIL ON AGING
    251 18TH STREET SOUTH SUITE 500
    ARLINGTON,VA22202
    NONE PC CHARITABLE 3,000
    NATIONAL IMMIGRATION LAW CENTER
    3450 WILSHIRE BLVD 108-62
    LOS ANGELES,CA90010
    NONE PC CHARITABLE 5,000
    NATIONAL RESOURCES DEFENSE COUNCIL
    1152 15TH ST NW SUITE 300
    WASHINGTON,DC20005
    NONE PC CHARITABLE 3,000
    NATIONAL YIDDISH BOOK CENTER
    HARRY AND JEANETTE WEINBERG
    BUILDING 1021 WEST STREET
    AMHERST,MA01002
    NONE PC CHARITABLE 700
    NCAC (NATIONAL COALITION AGAINST CENSORSHIP)
    19 FULTON STREET SUITE 407
    NEW YORK,NY10038
    NONE PC CHARITABLE 5,000
    NEIGHBORHOOD COALITION FOR SHELTER
    50 BROADWAY STE 1301
    NEW YORK,NY10004
    NONE PC CHARITABLE 500
    NEIGHBORHOOD LEGAL SERVICES PROGRAM OF DC
    4609 POLK STREET NE
    WASHINGTON,DC20019
    NONE PC CHARITABLE 3,000
    NEW YORK COMMON PANTRY
    8 EAST 109TH STREET
    NEW YORK,NY10029
    NONE PC CHARITABLE 500
    NORWALK HOSPITAL
    34 MAPLE STREET
    NORWALK,CT06856
    NONE PC CHARITABLE 300
    NY PHILHARMONIC
    AVERY FISHER HALL 10 LINCOLN CENTER
    PLAZA
    NEW YORK,NY100236970
    NONE PC CHARITABLE 10,000
    NY PUBLIC LIBRARY
    MARQUEZ ANDREWS 445 FIFTH AVENUE
    NEW YORK,NY10016
    NONE PC CHARITABLE 7,500
    OSBORNE ASSOCIATION
    809 WESTCHESTER AVE
    BRONX,NY10455
    NONE PC CHARITABLE 500
    PEN AMERICA
    588 BROADWAY SUITE 303
    NEW YORK,NY10012
    NONE PC CHARITABLE 2,000
    PETS BRING JOY
    PO BOX 2352
    FAIRFAX,VA22031
    NONE PC CHARITABLE 4,200
    PLANNED PARENTHOOD
    1225 4TH ST NE
    WASHINGTON,DC20002
    NONE PC CHARITABLE 15,000
    POETS & WRITERS
    90 BROAD STREET SUITE 2100
    NEW YORK,NY10004
    NONE PC CHARITABLE 3,000
    POPLAR SPRING ANIMAL SANCTUARY
    15200 MOUNT NEBO RD
    POOLESVILLE,MD20837
    NONE PC CHARITABLE 2,500
    POSEE FOUNDATION
    1319 F STREET NW SUITE 604
    WASHINGTON,DC20004
    NONE PC CHARITABLE 3,000
    PREP FOR PREP
    AILEEN HEFFERAN 328 WEST 71ST ST
    NEW YORK,NY10023
    NONE PC CHARITABLE 75,000
    PUPPIES BEHIND BARS
    263 W 38TH ST 4TH
    NEW YORK,NY10018
    NONE PC CHARITABLE 750
    RONALD MCDONALD HOUSE NY
    405 EAST 73RD STREET
    NEW YORK,NY10021
    NONE PC CHARITABLE 1,000
    RONALD MCDONALD OF GREATER DC
    3727 14TH ST NE
    WASHINGTON,DC20017
    NONE PC CHARITABLE 4,000
    SAMUEL WAXMAN CANCER RESEARCH FOUNDATION
    420 LEXINGTON AVE SUITE 825
    NEW YORK,NY10170
    NONE PC CHARITABLE 500
    SECOND CHANCE WILDLIFE
    7101 BARCELONA DR
    GAITHERSBURG,MD20879
    NONE PC CHARITABLE 5,000
    SHELDRICK WILDLIFE TRUST (SWT)
    25283 CABOT RD SUITE 101
    LAGUNA HILLS,CA92653
    NONE PC CHARITABLE 400
    SIMON WEISENTHAL CENTER
    1399 SOUTH ROXBURY
    LOS ANGELES,CA90035
    NONE PC CHARITABLE 2,000
    SMILE TRAIN
    633 THIRD AVE 9TH FLOOR
    NEW YORK,NY10017
    NONE PC CHARITABLE 350
    SOSNO KID HUNGRY
    PO BOX 75475
    BALTIMORE,MD212755475
    NONE PC CHARITABLE 9,000
    SOUTHERN POVERTY LAW
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
    NONE PC CHARITABLE 5,000
    ST JUDES RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    NONE PC CHARITABLE 1,500
    STANLEY ISAACS NEIGHBORHOOD CENTER
    415 E 93RD STREET
    NEW YORK,NY10128
    NONE PC CHARITABLE 350
    THIRTEEN
    825 EIGHTH AVENUE
    NEW YORK,NY10019
    NONE PC CHARITABLE 500
    TREVOR PROJECT
    PO BOX 69232
    WEST HOLLYWOOD,CA90069
    NONE PC CHARITABLE 1,500
    TRICKLE UP
    104 WEST 27TH STREET 12TH FLOOR
    NEW YORK,NY10001
    NONE PC CHARITABLE 3,000
    UJA FEDERATION NY
    130 EAST 59TH STREET
    NEW YORK,NY10022
    NONE PC CHARITABLE 33,000
    UNITED FOR LIBRARIES (FORMERLY ALTAFF & FOLUSA)
    225 N MICHIGAN AVE SUITE 1300
    CHICAGO,IL60601
    NONE PC CHARITABLE 3,000
    UNITED NEIGHBORHOOD HOUSE
    45 BROADWAY 22ND FLOOR
    NEW YORK,NY10006
    NONE PC CHARITABLE 500
    US HOLOCAUST MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC200242126
    NONE PC CHARITABLE 2,000
    WENDY WEISMAN JENKINSON CULINARY ARTS FUND
    PO BOX 243
    WEST TISBURY,MA02575
    NONE PC CHARITABLE 500
    WHITE RIBBON ALLIANCE
    1100 17TH ST NW SUITE 800
    WASHINGTON,DC20036
    NONE PC CHARITABLE 1,000
    WILTON FIREFIGHTERS
    236 DANBURY ROAD
    WILTON,CT06897
    NONE PC CHARITABLE 350
    WILTON HISTORICAL SOCIETY
    224 DANBURY ROAD
    WILTON,CT06897
    NONE PC CHARITABLE 250
    WILTON LAND CONSERVATION TRUST
    PO BOX 77
    WILTON,CT06897
    NONE PC CHARITABLE 350
    WILTON LIBRARY
    137 OLD RIDGEFIELD ROAD
    WILTON,CT06897
    NONE PC CHARITABLE 350
    WILTON POLICE
    240 DANBURY ROAD
    WILTON,CT06897
    NONE PC CHARITABLE 350
    WILTON VOLUNTEER AMBULANCE
    234 DANBURY ROAD
    WILTON,CT06897
    NONE PC CHARITABLE 350
    WMNR FINE ARTS RADIO
    PO BOX 920
    MONROE,CT06468
    NONE PC CHARITABLE 500
    WNYC
    160 VARICK STREET
    NEW YORK,NY10013
    NONE PC CHARITABLE 4,000
    WORLD CENTRAL KITCHEN
    200 MASSACHUSETTS AVE NW 7TH FLOOR
    WASHINGTON,DC20001
    NONE PC CHARITABLE 4,000
    YALE ALUMNI FUND
    OFFICE OF DEVELOPMENT PO BOX 2038
    NEW HAVEN,CT065212038
    NONE PC CHARITABLE 3,000
    Total .................................bullet 3a 627,300
    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 ...........
        14 38  
    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 73,637  
    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) .. 0 121,823 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    121,823
    (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
    WHISPERING BELLS FOUNDATION
    C/O ELIZABETH WORKMAN
    Employer identification number

    13-6962126
    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
    WHISPERING BELLS FOUNDATION
    C/O ELIZABETH WORKMAN
    Employer identification number
    13-6962126
    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
    CAROLAN WORKMAN
    32 WASHINGTON SQUARE WEST
     
    NEW YORK, NY10011

    $ 2,857,584


    (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.)
    (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
    WHISPERING BELLS FOUNDATION
    C/O ELIZABETH WORKMAN
    Employer identification number

    13-6962126
    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
    1
    4,691.000 SHARES OF SPDR S&P 500 ETF $ 2,207,584 2021-12-24
    (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
    WHISPERING BELLS FOUNDATION
    C/O ELIZABETH WORKMAN
    Employer identification number

    13-6962126
    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 InvestmentsCorpStockSchedule
    Name:
    WHISPERING BELLS FOUNDATION
     
    C/O ELIZABETH WORKMAN
    EIN:
    13-6962126
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4,181.096 SHRS FIDELITY 500 INDEX-INST PRM 376,556 691,219
    3,700 SHRS ISHARES MSCI KLD 400 SOCIAL 182,914 343,804
    1,843 SHRS SPDR S&P 500 ETF TRUST 867,316 875,351
    4,772.532 SHRS DOMINI IMPACT INTL EQ-INST 35,651 43,860
    3,799.494 SHRS FIDELITY INTL INDX-INST PRM 187,467 187,277
    1,174 SHRS ISHARES TRUST ISHARES ESG AWARE MSCI 93,123 93,286
    1,400 SHRS JPMORGAN BETABUILDERS CANADA 82,227 94,080
    6,234.859 SHRS PAX INTL SUST ECO FUND 48,757 67,087
    3,867.842 SHRS UBS INTL SUSTAIN EQTY-P 36,203 42,856
    3,134 SHRS JPMORGAN BETABUILDERS EUROPE ETF 172,594 187,225
    2,539 SHRS JPMORGAN BETABUILDERS JAPAN ETF 128,449 139,848
    1,731 SHRS JPM BETABUILDERS DEVELOPED ASIA X-JPN 89,353 93,664
    4,724.472 SHRS BLACKROCK EVNT DRVN EQ-INST 46,619 46,867
    8,910.030 SHRS BLACKSTONE ALT MULTI-STRAT-Y 94,840 93,733
    2,616.068 SHRS NEUBERGER BERMAN LONG SH-INS 42,775 46,828
    4,327.546 SHRS PIMCO MRTG OPP & BND-INST 46,630 46,781
    15,952.28 SHRS BLCKRCK HI YLD BND PORT-K 119,970 125,066
    3,542 SHRS ISHARES US TREASURY BOND ETF 93,650 94,501
    10,490.78 SHRS LORD ABBETT SHRT DUR INC-F3 43,534 43,642
    2,207.16 SHRS LORD ABBETT HIGH YIELD-F3 14,347 16,620
    5,039.44 SHRS PIMCO TOTAL RETURN ESG-INST 44,972 46,816
    3,928.48 SHRS PIMCO INCOME FUND-INS 46,314 46,906
    3,171.85 SHRS TIAA-CREF CORE IMPCT BD-INST 31,718 33,463
    29,312.36 SHRS VANGUARD TOTAL BOND MKT IDX-ADM 319,298 328,005
    1,740 SHRS VANGUARD SHORT-TERM BOND ETF 142,070 140,644
    887 SHRS VANGUARD MORTGAGE-BACKED SEC 47,440 46,869
    7,842 SHRS VANGUARD TOTAL INTL BOND ETF 438,506 432,565
    9,006.08 SHRS VANGUARD TOTAL INTL BND-ADM 197,646 198,674

    TY 2021 OtherDecreasesSchedule
    Name:
    WHISPERING BELLS FOUNDATION
     
    C/O ELIZABETH WORKMAN
    EIN:
    13-6962126
    Description Amount
    RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS 2,000


    TY 2021 OtherExpensesSchedule
    Name:
    WHISPERING BELLS FOUNDATION
     
    C/O ELIZABETH WORKMAN
    EIN:
    13-6962126
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 40 40   0
    MANAGEMENT FEES 7,572 7,572   0
    NYS DEPT OF LAW 500 0   500
    OFFICE EXPENSES 4,366 0   4,366
    OTHER EXPENSES 290 0   290


    TY 2021 OtherIncreasesSchedule
    Name:
    WHISPERING BELLS FOUNDATION
     
    C/O ELIZABETH WORKMAN
    EIN:
    13-6962126
    Description Amount
    PRIOR PERIOD ADJUSTMENT 250


    TY 2021 TaxesSchedule
    Name:
    WHISPERING BELLS FOUNDATION
     
    C/O ELIZABETH WORKMAN
    EIN:
    13-6962126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 3,174 0   0
    FOREIGN TAXES 933 933   0