Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE SHAPIRO FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)252 HIGHWOOD AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TENAFLY, NJ07670
A Employer identification number

22-6767630
B Telephone number (see instructions)

(201) 568-0787
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$12,980,429
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) 2,083,183
2 Check bullet.............
3 Interest on savings and temporary cash investments 7,000 7,000  
4 Dividends and interest from securities... 301,607 301,607  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 456,957
b Gross sales price for all assets on line 6a 12,142,099
7 Capital gain net income (from Part IV, line 2)... 456,957
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........ 2,848,747 765,564  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,835 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,452 3,452   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 103,823 103,677   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,110 107,129   0
25 Contributions, gifts, grants paid....... 625,411 625,411
26 Total expenses and disbursements. Add lines 24 and 25 739,521 107,129   625,411
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,109,226
b Net investment income (if negative, enter -0-) 658,435
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......... 91,435 274,732 274,732
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).......      
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).......... 9,993,258 Click to see attachment11,919,187 12,705,697
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) 10,084,693 12,193,919 12,980,429
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........ 10,084,693 12,193,919
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 10,084,693 12,193,919
30 Total liabilities and net assets/fund balances (see instructions). 10,084,693 12,193,919
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
10,084,693
2
Enter amount from Part I, line 27a .....................
2
2,109,226
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,193,919
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,193,919
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 37022.516 SHS BLACKROCK MULTI-ASSET INC P 2021-02-16 2021-05-05
b 28973.567 SHS BLACKROCK STRATEGIC INC P 2021-02-16 2021-04-16
c 50432.099 SHS E V SHT DURATION GOVT P 2021-02-16 2021-04-16
d 18024.555 FIDELITY ADV TOTAL BOND P 2021-02-16 2021-04-16
e 26104 FT-PREFERRED SECUR & INC P 2021-02-16 2021-05-05
230 SHS ISHARES CORE MSCI EAFE P 2021-04-16 2021-05-05
5223 SHS ISHARES CORE MSCI EMERGING P 2021-04-16 2021-12-09
7266 SHS ISHARES IBOXX HY COR BD P 2020-12-22 2021-02-16
2932 SHS ISHARES INC MSCI JAPAN P 2021-02-16 2021-12-28
371 SHS ISHARES RUSSELL MIDCAP G P 2021-02-16 2021-08-11
445 SHS ISHARES RUSSELL MIDCAP V P 2021-03-16 2021-11-22
982 SHS ISHARES RUSSELL 1000 GRW P 2021-03-16 2021-11-22
850 SHS ISHARES RUSSELL 1000 VALUE P 2021-04-16 2021-08-31
48 SHS ISHARES RUSSELL 2000 GRW P 2020-03-18 2021-02-16
195 SHS ISHARES RUSSELL 2000 VALUE P 2020-06-01 2021-02-16
10725 SHS PIMCO ENHANCED SHRT MKT P 2020-12-22 2021-02-16
19252 SHS VANGUARD ST BND FUND P 2020-12-22 2021-02-16
16966 SHS VANGUARD TOTAL BOND MKT P 2020-12-22 2021-02-16
48344.199 SHS LORD ABBETT SHT DUR FUND P 2021-02-16 2021-04-16
1323 SHS ISHARES CORE MSCI EAFE P 2016-09-19 2021-02-08
1233 SHS ISHARES CORE MSCI EMERGING P 2016-09-19 2021-02-08
228 SHS ISHARES RUSSELL 1000 GRW P 2020-11-11 2021-11-22
295 SHS ISHARES RUSSELL 1000 VALUE P 2016-12-14 2021-02-08
374 SHS ISHARES RUSSELL 2000 GRW P 2016-12-14 2021-11-22
922 SHS ISHARES RUSSELL 2000 VALUE P 2016-07-15 2021-11-22
7726 SHS PIMCO ENHANCED SHRT MTRT P 2020-03-24 2021-02-16
14825 SHS VANGUARD SHORT TERM BND P 2019-04-18 2021-02-16
11525 SHS VANGUARD TOTAL BOND MARKET P 2019-08-19 2021-02-16
100000 CITY OF DALLAS BOND D 2021-11-19 2021-11-22
55000 NEW JERSEY ST BOND D 2021-11-19 2021-11-22
35000 BELLSOUTH TELECOM BOND P 2021-11-19 2021-11-22
65000 ESSEX CO IMPT BOND P 2021-11-19 2021-11-22
50000 JPMORGAN CHASE BOND P 2021-11-19 2021-11-22
80000 UNIV TEXAS PERM BOND P 2021-11-19 2021-11-22
50000 PORT AUTHORITY NY/NJ BOND P 2021-11-19 2021-11-22
100000 PORT AUTHORITY NY/NJ BOND P 2021-11-19 2021-11-22
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 421,872   420,206 1,666
b 300,357   302,484 -2,127
c 408,500   408,971 -471
d 198,201   201,154 -2,953
e 529,154   530,521 -1,367
17,249   17,301 -52
322,388   342,624 -20,236
636,742   574,919 61,823
198,056   210,928 -12,872
42,407   41,203 1,204
53,576   49,239 4,337
285,157   244,460 40,697
137,736   133,153 4,583
15,850   6,666 9,184
29,721   15,710 14,011
1,095,266   1,065,879 29,387
1,590,950   1,579,230 11,720
1,466,848   1,448,857 17,991
203,282   204,013 -731
94,420   71,441 22,979
83,078   53,839 29,239
58,473   25,207 33,266
42,181   32,607 9,574
122,065   63,351 58,714
143,225   114,352 28,873
789,000   779,543 9,457
1,225,111   1,174,576 50,535
996,429   935,950 60,479
122,632   124,101 -1,469
61,926   62,472 -546
42,005   42,193 -188
76,779   77,362 -583
53,217   52,930 287
106,322   106,942 -620
54,324   54,593 -269
114,972   116,165 -1,193
2,628     2,628
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       1,666
b       -2,127
c       -471
d       -2,953
e       -1,367
      -52
      -20,236
      61,823
      -12,872
      1,204
      4,337
      40,697
      4,583
      9,184
      14,011
      29,387
      11,720
      17,991
      -731
      22,979
      29,239
      33,266
      9,574
      58,714
      28,873
      9,457
      50,535
      60,479
      -1,469
      -546
      -188
      -583
      287
      -620
      -269
      -1,193
      2,628
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 2 456,957
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 9,152
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 9,152
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 8,076
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,076
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,076
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
     
    No
    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)
    bulletNJ
    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 ofbulletDIANE SHAMAS FOUNDATION MANAGER Telephone no.bullet (201) 568-0787

    Located atbullet252 HIGHWOOD AVENUETENAFLYNJ ZIP+4bullet07670
    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)
     
    No
    (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
     
     
    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
    SHIRLEY SHAPIRO TRUSTEE
    1.00
    0 0 0
    252 HIGHWOOD AVENUE
    TENAFLY,NJ07670
    DIANE SHAMAS FOUNDATION MANAGER
    10.00
    0 0 0
    47 FULLER DRIVE
    BRATTLEBORO,VT05301
    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
    11,147,263
    b
    Average of monthly cash balances.......................
    1b
    151,574
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,298,837
    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
    11,298,837
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    169,483
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,129,354
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    556,468
    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
    556,468
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    9,152
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,152
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    547,316
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    547,316
    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
    547,316
    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 7 547,316
    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...... 549,443
    b From 2017...... 322,722
    c From 2018...... 177,215
    d From 2019...... 128,179
    e From 2020...... 234,587
    f Total of lines 3a through e ........ 1,412,146
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 625,411
    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..... 547,316
    e Remaining amount distributed out of corpus 78,095
    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 1,490,241
    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) ...
    549,443
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    940,798
    10 Analysis of line 9:
    a Excess from 2017.... 322,722
    b Excess from 2018.... 177,215
    c Excess from 2019.... 128,179
    d Excess from 2020.... 234,587
    e Excess from 2021.... 78,095
    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).)
    SHIRLEY SHAPIRO
    DIANE SHAMAS
    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
    ACLU
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    AIDS PROJECT OF SOUTHERN VERMONT
    PO BOX 1486
    BRATTLEBORO,VT05302
    NONE OTHER PUBLIC CHARITY GENERAL 500
    AMERICAN BALLET THEATRE
    890 BROADWAY
    NEW YORK,NY10003
    NONE OTHER PUBLIC CHARITY GENERAL 10,000
    AMERICAN JEWISH WORLD SERVICE (AJWS)
    45 WEST 36TH STREET
    NEW YORK,NY10018
    NONE OTHER PUBLIC CHARITY GENERAL 7,500
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006
    NONE OTHER PUBLIC CHARITY GENERALGENERAL 200
    CAMP SUNSHINECAMP SNOWFLAKE
    1133 E RIDGEWOOD AVE
    RIDGEWOOD,NJ07450
    NONE OTHER PUBLIC CHARITY GENERAL 15,000
    CARE
    151 ELLIS STREET NE
    ATLANTA,GA30303
    NONE OTHER PUBLIC CHARITY GENERAL 5,000
    CANCERCARE INC
    275 SEVENTH AVENUE
    NEW YORK,NY10001
    NONE OTHER PUBLIC CHARITY GENERAL 249
    CENTER FOR FOOD ACTION
    192 WEST DEMAREST AVE
    ENGLEWOOD,NJ07631
    NONE OTHER PUBLIC CHARITY GENERAL 20,000
    THE CTC ACADEMY INC
    29-01 BERKSHIRE ROAD
    FAIR LAWN,NJ07410
    NONE OTHER PUBLIC CHARITY GENERAL 52,000
    COLUMBIA UNIVERSITY
    635 W 165TH ST
    NEW YORK,NY10032
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    HOSPITAL FOR SPECIAL SURGERY
    535 EAST 70TH STREET
    NEW YORK,NY10021
    NONE OTHER PUBLIC CHARITY GENERALGENERAL 500
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021
    NONE OTHER PUBLIC CHARITY GENERAL 10,000
    NATIONAL CENTER FOR TRANSGENDER EQUALITY
    1032 15TH STREET NW
    WASHINGTON,DC20005
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    DASH - DISTRICT ALLIANCE FOR SAFE HOUSING
    PO BOX 91730
    WASHINGTON,DC20090
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    DISABLED AMERICAN VETS
    860 DOLWICK DRIVE
    ERLANGER,KY41018
    NONE OTHER PUBLIC CHARITY GENERALGENERAL 100
    DOCTORS WITHOUT BORDERS
    6 EAST 39TH STREET
    NEW YORK,NY10016
    NONE OTHER PUBLIC CHARITY GENERAL 4,500
    ENGLEWOOD HOSPITAL AND MEDICAL CENTER FOUNDATION (EHMC)
    350 ENGLE ST
    ENGLEWOOD,NJ07631
    NONE OTHER PUBLIC CHARITY GENERAL 50,000
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE NW SUITE 600
    WASHINGTON,DC20009
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    PARTNERS IN HEALTH COPE
    800 BOYLSTON STREET
    BOSTON,MA02199
    NONE OTHER PUBLIC CHARITY GENERAL 5,000
    FRIENDS OF THE HIGH LINE
    820 WASHINGTON STREET
    NEW YORK,NY10014
    NONE OTHER PUBLIC CHARITY GENERAL 500
    GODS LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    GREATER BERGEN COMMUNITY ACTION INC (GBCA)
    392 MAIN STREET
    HACKENSACK,NJ07601
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    GROUNDWORKS COLLABORATIVE
    PO BOX 370
    BRATTLEBORO,VT05302
    NONE OTHER PUBLIC CHARITY GENERAL 25,000
    PLANNED PARENTHOOD NCS NJ
    196 SPEEDWELL AVENUE
    MORRISTOWN,NJ07960
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202
    NONE OTHER PUBLIC CHARITY GENERAL 2,000
    HOLY APOSTLES SOUP KITCHEN
    296 9TH AVE
    NEW YORK,NY10001
    NONE OTHER PUBLIC CHARITY GENERAL 20,000
    HOPKINS SCHOOL
    986 FOREST RD
    NEW HAVEN,CT06333
    NONE OTHER PUBLIC CHARITY GENERAL 2,000
    ISRAEL 20
    8 HAMPTON ROAD
    CLIFTON,NJ07012
    NONE OTHER PUBLIC CHARITY GENERAL 10,000
    JCC THURNAUER SCHOOL OF MUSIC
    411 E CLINTON AVENUE
    TENAFLY,NJ07670
    NONE OTHER PUBLIC CHARITY GENERAL 15,000
    JEWISH FAMILY CHILDRENS SERVICES
    1485 TEANECK ROAD
    TEANECK,NJ07666
    NONE OTHER PUBLIC CHARITY GENERAL 1,500
    JEWISH FEDERATION OF NORTHERN NJ
    50 EISENHOWER DR
    PARAMUS,NJ07652
    NONE OTHER PUBLIC CHARITY GENERAL 7,000
    JEWISH HOME FOUNDATION OF NORTHERN NJ
    10 LINK DRIVE
    ROCKLEIGH,NJ07647
    NONE OTHER PUBLIC CHARITY GENERAL 10,000
    PLANNED PARENTHOOD OF GREATER TEXAS
    7424 GREENVILLE AVE
    DALLAS,TX75231
    NONE OTHER PUBLIC CHARITY GENERAL 20,000
    JEWISH THEOLOGICAL SEMINARY OF AMERICA
    3080 BROADWAY
    NEW YORK,NY10027
    NONE OTHER PUBLIC CHARITY GENERAL 50,000
    LEAGUE OF WOMEN VOTERS
    1233 20TH STREET NW
    WASHINGTON,DC20036
    NONE OTHER PUBLIC CHARITY GENERALGENERAL 500
    LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 22447
    NEW YORK,NY10087
    NONE OTHER PUBLIC CHARITY GENERAL 200
    RURAL WOMENS LEADERSHIP INSTITUTE
    138 MARLBORO AVENUE
    BRATTLEBORO,VT05301
    NONE OTHER PUBLIC CHARITY GENERAL 5,000
    MARBEATZE TORAH INSTITUTE
    1719 AVENUE P
    BROOKLYN,NY11229
    NONE OTHER PUBLIC CHARITY GENERAL 72
    MASORTI FOUNDATION FOR CONSERVATIVE JUDAISM OF ISRAEL
    3080 BROADWAY
    NEW YORK,NY10027
    NONE OTHER PUBLIC CHARITY GENERAL 2,000
    MATAN INSTITUTE FOR EDUCATORS
    520 EIGTH AVENUE
    NEW YORK,NY10018
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    MEMORIAL SLOAN KETTERING
    1275 YORK AVE
    NEW YORK,NY10021
    NONE OTHER PUBLIC CHARITY GENERAL 500
    SERVICENET INC
    21 OLANDER DRIVE
    NORTHAMPTON,MA01060
    NONE OTHER PUBLIC CHARITY GENERALGENERAL 25,000
    MORRIS ARTS
    14 MAPLE AVENUE
    MORRISTOWN,NJ07960
    NONE OTHER PUBLIC CHARITY GENERALGENERAL 1,000
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10001
    NONE OTHER PUBLIC CHARITY GENERALGENERAL 1,000
    NAT'L MUSEUM OF THE AMERICAN INDIAN
    4TH ST AND INDEPENDENCE AVE
    WASHINGTON,DC20026
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    NATIONAL IMMIGRATION LAW CENTER
    3450 WILSHIRE BLVD 108-62
    LOS ANGELES,CA90010
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    NEW FAIRFIELD VOLUNTEER FIRE DEPT
    PO BOX 8307
    NEW FAIRFIELD,CT06333
    NONE OTHER PUBLIC CHARITY GENERAL 498
    NEW HORIZON SERVICE DOGS
    1590 LAUREL PARK CT
    ORANGE CITY,FL32763
    NONE OTHER PUBLIC CHARITY GENERAL 2,000
    NEWARK PUBLIC RADIOWBGO
    54 PARK PLACE
    NEWARK,NJ07102
    NONE OTHER PUBLIC CHARITY GENERAL 1,500
    ARBOR DAY FOUNDATION
    211 NORTH 12TH STREET
    LINCOLN,NE68508
    NONE OTHER PUBLIC CHARITY GENERAL 50
    NY PUBLIC RADIOWNYCWNPR
    160 VARICK STREET
    NEW YORK,NJ10013
    NONE OTHER PUBLIC CHARITY GENERAL 2,500
    NYC BALLET
    20 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE OTHER PUBLIC CHARITY GENERAL 1,892
    ORT AMERICA
    315 PARK AVE S
    NEW YORK,NY10010
    NONE OTHER PUBLIC CHARITY GENERAL 2,500
    COMMUNITY CHEST
    122 S VAN BRUNT ST
    ENGLEWOOD,NJ07631
    NONE OTHER PUBLIC CHARITY GENERAL 500
    PASSAIC COUNTY COMMUNITY COLLEGE
    1 COLLEGE BLVD
    PATTERSON,NJ07505
    NONE OTHER PUBLIC CHARITY GENERAL 50,000
    PETEY GREENE PROGRAM
    22 STOCKTON STREET
    PRINCETON,NJ08540
    NONE OTHER PUBLIC CHARITY GENERAL 500
    PLANNED PARENTHOOD FEDERATION
    123 WILLIAM STREET
    NEW YORK,NY10038
    NONE OTHER PUBLIC CHARITY GENERAL 4,000
    PREP FOR PREP
    325 WEST 71ST STREET
    NEW YORK,NY10023
    NONE OTHER PUBLIC CHARITY GENERAL 10,000
    SMILE TRAIN
    633 THIRD AVENUE
    NEW YORK,NY10017
    NONE OTHER PUBLIC CHARITY GENERAL 4,000
    SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY
    275 MCKINLEY AVENUE
    NEW MILFORD,NJ07646
    NONE OTHER PUBLIC CHARITY GENERAL 50,500
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104
    NONE OTHER PUBLIC CHARITY GENERAL 500
    SPECIAL OLYMPICS
    PO BOX 3589
    PRINCETON,NJ08543
    NONE OTHER PUBLIC CHARITY GENERAL 249
    SPECTRUM FOR LIVING DEVELOPMENT INC
    210 RIVERDALE RD 3
    RIVER VALE,NJ07675
    NONE OTHER PUBLIC CHARITY GENERAL 5,000
    TEMPLE EMANU-EL
    180 PIERMONT ROAD
    CLOSTER,NJ07624
    NONE OTHER PUBLIC CHARITY GENERAL 33,054
    TENAFLY FIREMANS ASSOC
    100 RIVEREDGE ROAD
    TENAFLY,NJ07670
    NONE OTHER PUBLIC CHARITY GENERAL 249
    TENAFLY VOLUNTEER AMBULANCE
    PO BOX 355
    TENAFLY,NJ07670
    NONE OTHER PUBLIC CHARITY GENERAL 249
    ART SCHOOL AT THE OLD CHURCH
    561 PIERMONT RD
    DEMAREST,NJ07627
    NONE OTHER PUBLIC CHARITY GENERAL 500
    WILDERNESS SOCIETY
    1801 PENNSYLVANIA AVENUE
    WASHINGTON,DC20036
    NONE OTHER PUBLIC CHARITY GENERAL 200
    THEATRE ADVENTURE
    PO BOX 2264
    BRATTLEBORO,VT05301
    NONE OTHER PUBLIC CHARITY GENERAL 10,000
    THIRTEENWNETWLIW21
    825 EIGHT AVENUE
    NEW YORK,NY10001
    NONE OTHER PUBLIC CHARITY GENERAL 5,000
    TRUST WOMEN FOUNDATION
    PO BOX 3222
    WICHITA,KS67201
    NONE OTHER PUBLIC CHARITY GENERAL 21,000
    VANTAGE HEALTH SYSTEM
    2 PARK AVENUE
    DUMONT,NJ07628
    NONE OTHER PUBLIC CHARITY GENERAL 3,000
    WESLEYAN UNIVERSITY
    45 WYLLYS AVENUE
    MIDDLETOWN,CT06459
    NONE OTHER PUBLIC CHARITY GENERALGENERAL 12,500
    CORNELL LAB OF ORNITHOLOGY
    159 SAPSUCKER WOODS RD
    ITHACA,NY14850
    NONE OTHER PUBLIC CHARITY GENERAL 200
    WOMEN'S RIGHTS INFORMATION CENTER
    108 WEST PALISADE AVENUE
    ENGLEWOOD,NJ07631
    NONE OTHER PUBLIC CHARITY GENERAL 200
    WORLD CENTRAL KITCHEN
    1342 FLORIDA AVE NW
    WASHINGTON,DC20009
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20090
    NONE OTHER PUBLIC CHARITY GENERAL 249
    FOOD BANK OF WESTERN MA
    PO BOX 160
    HATFIELD,MA01038
    NONE OTHER PUBLIC CHARITY GENERAL 1,000
    JEWISH MUSEUM
    1109 FIFTH AVENUE
    NEW YORK,NY10128
    NONE OTHER PUBLIC CHARITY GENERAL 1,500
    METROPOLITAN OPERA
    LINCOLN CENTER
    NEW YORK,NY10023
    NONE OTHER PUBLIC CHARITY GENERAL 8,500
    Total .................................bullet 3a 625,411
    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 ...........
            7,000
    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 ............
            456,957
    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 0 765,564
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    765,564
    (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.)
    1 INVESTMENT INCOME IS ADDED TO PRINCIPAL AND UTILIZED TO PURSUE A
    2 PROGRAM OF SUPPORTING VARIOUS CHARITABLE ORGANIZATIONS DETERMINED BY
    3 THE TRUSTEES TO BE WORTHWHILE CHARITABLE ORGANIZATIONS IN NEED OF
    4 ADDITIONAL FINANCIAL SUPPORT. THE TRUSTEES SELECT SUCH CHARITABLE
    5 ORGANIZATIONS AT LEAST ANNUALLY.
    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
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number

    22-6767630
    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
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number
    22-6767630
    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
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 313,887


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 2,213


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 140,316


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 167,748


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 254,324


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 11,144


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number
    22-6767630
    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
    7
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 25,228


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 53,565


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 56,117


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 130,083


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 60,038


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    12
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 71,702


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number
    22-6767630
    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
    13
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 100,131


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    14
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 4,377


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    15
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 10,223


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    16
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 21,883


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    17
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 22,446


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    18
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 42,193


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number
    22-6767630
    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
    19
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 124,101


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    20
    RACHEL APPELLOF
    317 KETTLETOWN ROAD
     
    SOUTHBURY, CT06488

    $ 1,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    21
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 77,362


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    22
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 52,930


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    23
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 62,472


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    24
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 54,593


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number
    22-6767630
    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
    25
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 116,165


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    26
    SHIRLEY SHAPIRO
    252 HIGHWOOD AVENUE
     
    TENAFLY, NJ07670

    $ 106,942


    (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
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number

    22-6767630
    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
    4109 SHS ISHARES CORE MSCI EAFE ETF $ 313,887 2021-08-10
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    2200 SHS ISHARES CORE MSCI EMERGING $ 140,316 2021-08-10
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    595 SHS ISHARES RUSSELL 1000 GRW $ 167,748 2021-08-10
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    5
    1570 SHS ISHARES RUSSELL 1000 VALUE $ 254,324 2021-08-10
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    6
    37 SHS ISHARES RUSSELL 2000 GRWTH $ 11,144 2021-08-10
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    7
    156 SHS ISHARES RUSSELL 2000 VALUE $ 25,228 2021-08-10
    Schedule B (Form 990) (2021)
    Name of organization
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number

    22-6767630
    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
    8
    467 SHS ISHARES RUSSELL MIDCAP G $ 53,565 2021-08-10
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    9
    480 SHS ISHARES RUSSELL MIDCAP V $ 56,117 2021-08-10
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    10
    1706 SHS ISHARES CORE MSCI EAFE $ 130,083 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    11
    960 SHS ISHARES CORE MSCI EMERGING $ 60,038 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    12
    232 SHS ISHARES RUSSELL 1000 GRW $ 71,702 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    13
    611 SHS ISHARES RUSSELL 1000 VALUE $ 100,131 2021-11-19
    Schedule B (Form 990) (2021)
    Name of organization
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number

    22-6767630
    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
    14
    14 SHS ISHARES RUSSELL 2000 GRWTH $ 4,377 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    15
    60 SHS ISHARES RUSSELL 2000 VALUE $ 10,223 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    16
    181 SHS ISHARES RUSSELL MIDCAP G $ 21,883 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    17
    181 SHS ISHARES RUSSELL MIDCAP V $ 22,446 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    18
    35,000 BELLSOUTH TELECOM BOND $ 42,193 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    19
    100,000 SHS DALLAS TX GO BOND $ 124,101 2021-11-19
    Schedule B (Form 990) (2021)
    Name of organization
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number

    22-6767630
    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
    21
    65,000 ESSEX NJ BOND $ 77,362 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    22
    50,000 JPMORGAN CHASE & CO BOND $ 52,930 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    23
    55,000 NJ ST TPK AUTH BOND $ 62,472 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    24
    50,000 NY/NJ PORT AUTH BOND $ 54,593 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    25
    100,000 NY/NJ PORT AUTH BOND $ 116,165 2021-11-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    26
    80,000 UNIVERSITY TEXAS PERM BOND $ 106,942 2021-11-19
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE SHAPIRO FAMILY FOUNDATION
     
    Employer identification number

    22-6767630
    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:
    THE SHAPIRO FAMILY FOUNDATION
    EIN:
    22-6767630
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 6,835 0   0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE SHAPIRO FAMILY FOUNDATION
    EIN:
    22-6767630
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES RUSSELL 1000 GRW FUND AT COST 539,191 1,130,377
    ISHARES RUSSELL 1000 VALUE FUND AT COST 1,473,925 1,719,099
    ISHARES RUSSELL MIDCAP G AT COST 258,590 379,765
    ISHARES CORE MSCI EAFE AT COST 2,292,496 2,441,922
    ISHARES CORE MSCI EMERGING AT COST 416,132 563,462
    FT-PREFERRED SECUR & INC ETF AT COST 1,251,058 1,250,351
    ISHARES INC MSCI JAPAN ETF AT COST 178,195 172,690
    ISHARES RUSSELL 2000 ETF AT COST 382,344 375,496
    ISHARES RUSSELL MIDCAP V AT COST 316,768 384,028
    VANGUARD FTSE DEVELOPED MKTS AT COST 209,936 208,835
    VANGUARD FTSE EMERGING MARKETS AT COST 329,184 324,062
    BLACKROCK MULTI-ASSET INC INST AT COST 1,235,419 1,002,128
    BLACKROCK STRATEGIC INC OPP AT COST 770,316 750,950
    EV SHT DURATION GOVT INC AT COST 1,252,004 1,001,266
    FIDELITY ADV TOTAL BOND I AT COST 505,532 500,633
    LORD ABBETT SHT DURATION INC F AT COST 508,097 500,633

    TY 2021 OtherExpensesSchedule
    Name:
    THE SHAPIRO FAMILY FOUNDATION
    EIN:
    22-6767630
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 103,677 103,677   0
    MISC 146 0   0


    TY 2021 TaxesSchedule
    Name:
    THE SHAPIRO FAMILY FOUNDATION
    EIN:
    22-6767630
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 0 0   0
    FOREIGN TAXES 3,452 3,452   0