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 YALE FISHMAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)930 BROADWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WOODMERE, NY11598
A Employer identification number

11-3579520
B Telephone number (see instructions)

(516) 374-0350
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$8,032,642J 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) 267,507
2 Check bullet.............
3 Interest on savings and temporary cash investments 10,926 10,926  
4 Dividends and interest from securities... 115,458 115,458  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,130,957
b Gross sales price for all assets on line 6a 10,817,992
7 Capital gain net income (from Part IV, line 2)... 1,130,957
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........ 1,524,848 1,257,341 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
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).... Click to see attachment 19,672 19,672 0 0
17 Interest............... 138 138 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,969 267 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,087 0 0 7,087
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,866 20,077 0 7,087
25 Contributions, gifts, grants paid....... 1,401,241 1,401,241
26 Total expenses and disbursements. Add lines 24 and 25 1,437,107 20,077 0 1,408,328
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 87,741
b Net investment income (if negative, enter -0-) 1,237,264
c Adjusted net income (if negative, enter -0-)... 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............. 481,025 2,189,980 2,189,980
2 Savings and temporary cash investments.........      
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).......... 6,324,126 Click to see attachment4,703,023 5,806,922
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment35,410 Click to see attachment35,740 Click to see attachment35,740
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,840,561 6,928,743 8,032,642
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment678 Click to see attachment1,190
23 Total liabilities (add lines 17 through 22)......... 678 1,190
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........... 6,839,883 6,927,553
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,839,883 6,927,553
30 Total liabilities and net assets/fund balances (see instructions). 6,840,561 6,928,743
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
6,839,883
2
Enter amount from Part I, line 27a .....................
2
87,741
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,927,624
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
71
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,927,553
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 FIRST REPUBLIC-COVERED LONG TERM P   2021-12-31
b FIRST REPUBLIC-CAPITAL GAIN DISTRIBUTIONS P   2021-12-31
c TD-AMERITRADE-COVERED-SHORT TERM P   2021-12-31
d TD-AMERITRADE-COVERED-LONG TERM P   2021-12-31
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 46,097   48,143 -2,046
b 3,142     3,142
c 7,253,392   6,596,461 656,931
d 3,515,361   3,042,431 472,930
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       -2,046
b       3,142
c       656,931
d       472,930
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 1,130,957
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 3 656,931
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 17,198
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 17,198
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,880
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,880
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 272
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 2,410
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,410 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 ofbulletYALE FISHMAN Telephone no.bullet (516) 374-0350

    Located atbullet930 BROADWAYWOODMERENY ZIP+4bullet11598
    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
    YALE FISHMAN DIRECTOR
    1.00     		0 0 0
    8 MURIEL AVENUE
    LAWRENCE,NY11559
    JOSEPH FISHMAN DIRECTOR
    1.00     		0 0 0
    59 BRIARWOOD
    LAWRENCE,NY11559
    REBECCA SIVERSTEIN DIRECTOR
    1.00     		0 0 0
    254 FOUNTAIN ROAD
    ENGELWOOD,NJ07631
    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
    6,584,628
    b
    Average of monthly cash balances.......................
    1b
    933,833
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,518,461
    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
    7,518,461
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    112,777
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,405,684
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    370,284
    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
    370,284
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,198
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,198
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    353,086
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    353,086
    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
    353,086
    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 7 353,086
    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......  
    b From 2017...... 31,048
    c From 2018...... 19,554
    d From 2019...... 6,522
    e From 2020......  
    f Total of lines 3a through e ........ 57,124
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,408,328
    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..... 353,086
    e Remaining amount distributed out of corpus 1,055,242
    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 1,112,366
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,112,366
    10 Analysis of line 9:
    a Excess from 2017.... 31,048
    b Excess from 2018.... 19,554
    c Excess from 2019.... 6,522
    d Excess from 2020....  
    e Excess from 2021.... 1,055,242
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BUTTERFLY CHARITY INC
    C/O TALIA RAPPS 548 HEMLOCK DRIVE
    CEDARHURST,NY11516     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 73,150
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    20 W 36TH STREET SUITE 1100
    NEW YORK,NY10018     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100,000
    AMERICAN FRIENDS OF YESHIVA SHILOH (BEIS MIDRASH OF QUEENS)
    17 FT GEORGE HILL APT 7J
    NEW YORK,NY10040     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 180
    A-TIME
    1310 48TH ST 406
    BROOKLYN,NY11219     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    AVIGDOR'S HELPING HAND
    138-45 78TH DRIVE
    FLUSHING,NY11367     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 700
    BETH ISRAEL
    7346 VLEGH PLACE
    FLUSHING,NY11367     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    BETH MIDRASH GAVOHA
    601 PRIVATE WAY
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 35,000
    BETH MIDRASH OHR CHAIM
    18 FORSHAY ROAD
    MONSEY,NY10952     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 150
    BETH SHALOM
    390 BROADWAY
    LAWRENCE,NY11559     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 150
    BM TORAH UTEFILLAH
    C/O BINYOMIN BERGER 1053 EAST 28TH
    STREET
    BROOKLYN,NY11210     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 2,500
    CCK CHARITY FOUNDATION
    67 OLD NYACK TURNPIKE
    MONSEY,NY10952     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 750
    CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 64
    CHASODIM TOVIM INC
    78 UNION AVENUE APT 1
    BROOKLYN,NY11206     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 580
    CHEZKAT HATORAH
    C/O YF FAMILY FOUNDATION 930
    BROADWAY
    WOODMERE,NY11598     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 75
    CHIZUK HATORAH
    1044 EAST 13TH STREET
    BROOKLYN,NY11230     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 860
    CHONEN VNOSEN
    6301 17TH AVENUE
    BROOKLYN,NY11204     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,180
    CONG AHAVAS YISRAEL
    PO BOX 320
    CEDARHURST,NY11516     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 2,440
    CONG AHAVAS YISROEL
    545 ARBUCKLE AVENUE
    CEDARHURST,NY11516     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,100
    CONG BASIS AVROHOM ZEV OF LAWRENCE
    2 ROCKAWAY TURNPIKE
    LAWRENCE,NY11559     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,000
    CONG BNEI SHLOMO ZALMAN
    1093 EAST 21ST STREET
    BROOKLYN,NY11210     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    CONGREGATION BAIS TEFILAH OF WOODMERE
    409 EDWARD AVENUE
    WOODMERE,NY11516     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,000
    CONGREGATION BETH SHALOM
    390 BROADWAY
    LAWRENCE,NY11559     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 4,110
    CONGREGATION YESHIVAT RASHI
    1814 NEW YORK AVENUE
    BROOKLYN,NY11210     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 250
    DAVIS MEMORIAL FUND
    25 LAWRENCE AVENUE
    LAWRENCE,NY11559     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 4,300
    DONATION TO ISRAEL
    JNF 78 RANDALL AVENUE
    ROCKVILLE CENTRE,NY11570     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,000
    DORESH
    2665 NE 205TH STREET
    MIAMI,FL33180     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    EZER L'NITZCHOK
    C/O YF FAMILY FOUNDATION 930
    BROADWAY
    WOODMERE,NY11598     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 180
    EZRAS CHOLIM
    1529 56TH STREET
    BROOKLYN,NY11219     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    FRIENDS OF BIKUR CHOLIM EZRAT ACHIM
    5014 16TH AVENUE 283
    BROOKLYN,NY11204     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    FRIENDS OF UNITED HATZALA
    208 EAST 51ST STREET SUITE 303
    NEW YORK,NY10022     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 50
    ISRAEL CANCER SUPPORT
    111 CARLTON AVENUE SOUTH
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,000
    ISRAEL CHESSED FUND (AGUDATH ISRAEL OF BORO PARK)
    4911 16TH AVENUE
    BROOKLYN,NY11204     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    ISRAEL PURIM FUND
    201 MAGNOLIA BOULEVARD
    LONG BEACH,NY11561     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 180
    JUDAIC HERITAGE FOUNDATION INC
    930 BROADWAY
    WOODMERE,NY11598     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,050,000
    KEREN CHAIM
    2166 81ST STREET
    BROOKLYN,NY11214     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,800
    KEREN HATZADAKA
    PO BOX 577
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 126
    KEREN KEMACH L'TORAH
    13 MERLOT COURT
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 750
    KHAL DAAS KEDOSHIM
    400 8TH STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 13
    KIMPATORIN AID
    1324 50TH STREET
    BROOKLYN,NY11219     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    KOLLEL AVODAS LEVI (NER ISRAEL)
    409 YESHIVA LANE APT 1B
    BALTIMORE,MD21208     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    KOLLEL KINYAN TORAH
    31 ILLINOIS AVENUE
    JACKSON,NJ08527     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 12,500
    KOLLEL LOMDEI BOKER
    4716 17TH AVENUE
    BROOKLYN,NY11204     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    KOLLEL OHR YEHUDA
    PO BOX 300918
    BROOKLYN,NY11230     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    LEV LEZULAT
    4403 15TH AVENUE SUITE 194
    BROOKLYN,NY11219     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 160
    MAIMONIDES WAY INC
    1216 58TH STREET
    BROOKLYN,NY11219     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    MESHI CHILDRENS REHABILI
    7711 SAN MATEO DRIVE
    BOCA RATON,FL33433     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 2,500
    MESIKUS HATORAH
    C/O YAAKOV SLOTCHIVER 80 NORTH
    CREST PLACE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 360
    MESIVTA ATERES YAKOV
    131 WASHINGTON AVENUE
    LAWRENCE,NY11559     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 689
    MOADIM UZMANIM INC
    50 LAPSEY LANE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 10,000
    NACHLAS BAIS YAAKOV
    1 EAST 13TH STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,800
    NATHAN FELDMAN
    MIRSKY 17
    JERUSALEM    
    IS     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 800
    NER ISRAEL RABBINICAL COLLEGE
    400 MOUNT WILSON LANE
    BALTIMORE,MD21208     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 10,000
    NETIVOT
    1970 52ND STREET
    BROOKLYN,NY11204     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    OHR TORAH INC
    1307 EAST 8TH STREET
    BROOKLYN,NY11230     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 305
    ORTHODOX UNION
    11 BROADWAY FLOOR 13
    NEW YORK,NY10004     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 54
    OZER DALIM
    1725 51ST STREET
    BROOKLYN,NY11204     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    SAR SHOLOM
    4107 16TH AVENUE
    BROOKLYN,NY11204     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 590
    SHEVES ACHIM
    3924 14TH AVENUE
    BROOKLYN,NY11218     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 18
    SHULAMITH SCHOOL FOR G
    305 CEDARHURST AVENUE
    CEDARHURST,NY11516     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,000
    TALMUDICAL ACADEMY OF ADELPHIA NJ
    PO BOX 7 RT 524
    ADELPHIA,NJ07710     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    TALMUDICAL ACADEMY OF BALTIMORE
    4445 OLD COURT ROAD
    BALTIMORE,MD21208     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 6,000
    TIFERET ARIEL
    C/O YF FAMILY FOUNDATION 930
    BROADWAY
    WOODMERE,NY11598     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 540
    TOMCHEI TZEDAKAH
    PO BOX 1003
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 325
    TOSFOT YOM TOV
    1682 42ND STREET
    BROOKLYN,NY11204     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 2,500
    TUNNEL2TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 132
    UJA FEDERATION OF NY
    130 EAST 59TH STREET
    NEW YORK,NY10022     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 18
    UNITED TALMIDEI HAKVUTZA INC
    1332 LINCOLN PLACE
    BROOKLYN,NY11213     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 25
    VAAD HARABONIM
    221 REGENT DRIVE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,000
    YAD L'ACHIM
    580 FIFTH AVENUE SUITE 2016
    NEW YORK,NY10036     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 50
    YESHIVA ATERET ARIEL
    C/O YF FAMILY FOUNDATION 930
    BROADWAY
    WOODMERE,NY11598     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 360
    YESHIVA CHISAN SOFER
    1876 50TH STREET
    BROOKLYN,NY11204     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 200
    YESHIVA GEDOLA OF BAYONNE
    747 AVENUE C
    BAYONNE,NJ07002     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 360
    YESHIVA NER SHLOMO
    410 HUNGRY HARBOR ROAD
    VALLEY STREAM,NY11581     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 250
    YESHIVA OF SOUTH SHORE
    1170 WILLIAMS STREET
    HEWLETT,NY11557     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    YESHIVAS MIR YERUSHALAYIM
    5227 NEW UTRECHT
    BROOKLYN,NY11219     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,000
    YESHIVAS MISHKAN YISROEL
    943 NORTHFIELD ROAD
    WOODMERE,NY11598     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 200
    YESHIVAS NACHLAS BNEI SHIMON
    C/O BARRY STERN 1440 EAST 29TH
    STREET
    BROOKLYN,NY11210     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    YISROEL RELIEF FUND
    618 5TH STREET APT 4
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 2,500
    YOUNG ISRAEL OF LAWRENCE CEDARHURST
    8 SPRUCE STREET
    CEDARHURST,NY11516     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 3,934
    ZICHRONAVOTEZRASACHIM
    2119 79TH STREET
    BROOKLYN,NY11214     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    AMERICAN FRIENDS OF DAS YOSEF INC
    21 EAST 8TH STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 750
    BAIS MEDRASH L'TORAH
    5 CEDAR DRIVE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 564
    BETH MIDRASH GAVOHA
    601 PRIVATE WAY
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 50
    CASKEY TORAH ACADEMY
    742 ARGYLE ROAD
    WYNNEWOOD,PA19096     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 510
    CHAYEINU
    143 FOREST PARK CIRCLE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 215
    CHESSED OF LAKEWOOD
    72B PARK AVENUE SOUTH
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 3,380
    CONG BRESLOV LAKEWOOD
    68 EAST 9TH STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 5
    CONGREGATION ZICHRON REFO
    309 DEWEY AVENUE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 10
    EOM
    402 8TH STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 2,538
    EIN OD MILVADO
    402 8TH STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 5
    GEMACH OF JACKSON
    2 HARVEST COURT
    JACKSON,NJ08527     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 36
    KEREN ORAH
    45 CIRCLE PLACE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 150
    KHAL DAAS KEDOSHIM
    400 8TH STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 93
    KIMPATORIN AID
    1324 50TH STREET
    BROOKLYN,NY11219     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    KOLLEL AMERICA R MEIR BA
    4813 16TH STREET
    BROOKLYN,NY11204     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    KOLLEL CHATZOS
    46 MAIN STREET 104
    MONSEY,NY10952     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 250
    KOLLEL TIFERES SHLOMO
    329 LAWRENCE AVENUE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    KSCVK
    329 LAWRENCE AVENUE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 5
    KUPAS YOM TOV
    44 ASPEN COURT
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 120
    MERCAZ TORAH UTEFILLA OF BALTIMORE
    6500 BAYTHORNE ROAD
    BALTIMORE,MD21209     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 262
    MISHPACHA HEBREW COMMUNIT FAR ROCKAWAY
    1121 SAGE STREET
    FAR ROCKAWAY,NY11691     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 2
    NECHOMAS YISROEL
    1338 41ST STREET
    BROOKLYN,NY11218     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 50
    NER ISRAEL RABBINICAL COLLEGE
    400 MOUNT WILSON LANE
    BALTIMORE,MD21208     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 50
    OHEL PESL 732-901-6176 NJ
    514 MONMOUTH AVENUE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    RABBI MEIR BAAL HANEIS SALANT
    15 NEGBA STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 150
    RCCS
    762 BEDFORD AVENUE
    BROOKLYN,NY11205     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 50
    SHEMIRAS SEDORIM
    667 8TH STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,850
    TAG
    500 WEST KENNEDY BLVD
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 79
    TCF-KOL TORAH OF BALTIMORE
    600 REISTERSTOWN ROAD SUITE 401
    BALTIMORE,MD21208     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 371
    TOIREM CHARITY
    C/O DANIEL FISHMAN 325 7TH STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 8
    YAD CHAYA
    72-32 136TH STREET
    FLUSHING,NY11367     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 12,265
    YESHIVA GEDOLA OHEL TORAH
    26 CLIFF COURT
    MONROE,NY10950     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 360
    YESHIVA GEDOLAH OF PASSAIC
    35 ASCENSION STREET
    PASSAIC PARK,NJ07055     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    ZICHRON ELIY
    657 EAST 7TH STREET
    BROOKLYN,NY11218     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 100
    ZICHRON MOSHE
    1441 MONMOUTH AVENUE
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 2,090
    ZICHRON YISROEL
    121 E 9TH STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,000
    AHAVAS CHESSED
    120 2ND STREET
    LAKEWOOD,NJ08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 335
    AIPAC
    PO BOX 96727
    WASHINGTON,DC20090     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 1,800
    AM CANCER SOC
    PO BOX 910
    NEW YORK,NY10101     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 500
    AMERICA FRIENDS OF EMEK BERACHAH
    C/O ISAAC GREENBLATT 204 BEACH 9TH
    STREET
    FAR ROCKAWAY,NY11691     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 180
    VAAD HARABONIM
    C/O KREISMAN 21 EAST 8TH STREET
    LAKEWOOD,NY08701     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 750
    AMERICAN FRIENDS OF HOUSE OF HOPE
    176-25 UNION TURNPIKE SUITE 336
    FRESH MEADOWS,NY11366     		NONE 501(C)(3) RELIGIOUS/CHARITABLE 18,000
    Total .................................bullet 3a 1,401,241
    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 10,926  
    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 1,130,957  
    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 1,257,341 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,257,341
    (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
    THE YALE FISHMAN FAMILY FOUNDATION
     
    Employer identification number

    11-3579520
    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 YALE FISHMAN FAMILY FOUNDATION
          		Employer identification number
    11-3579520
    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
    YALE FISHMAN CHARITABLE LEAD TRUST
     
    930 BROADWAY
     
    WOODMERE, NY11598

    		$ 200,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    YALE FISHMAN 2012 CHARITABLE LEAD TRUST
     
    930 BROADWAY
     
    WOODMERE, NY11598

    		$ 40,633


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    YALE FISHMAN 2013 CHARITABLE LEAD TRUST
     
    930 BROADWAY
     
    WOODMERE, NY11598

    		$ 26,874


    (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 YALE FISHMAN FAMILY FOUNDATION
          		Employer identification number

    11-3579520
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE YALE FISHMAN FAMILY FOUNDATION
          		Employer identification number

    11-3579520
    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 InvestmentsOtherSchedule2
    Name:
    THE YALE FISHMAN FAMILY FOUNDATION
    EIN:
    11-3579520
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STATE OF ISRAEL BONDS AT COST 400,000 400,000
    INVESTMENT IN SECURITIES AT COST 4,303,023 5,406,922

    TY 2021 OtherAssetsSchedule
    Name:
    THE YALE FISHMAN FAMILY FOUNDATION
    EIN:
    11-3579520
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LOAN RECEIVABLE 35,410 35,740 35,740


    TY 2021 OtherDecreasesSchedule
    Name:
    THE YALE FISHMAN FAMILY FOUNDATION
    EIN:
    11-3579520
    Description Amount
    PENALTIES 71


    TY 2021 OtherExpensesSchedule
    Name:
    THE YALE FISHMAN FAMILY FOUNDATION
    EIN:
    11-3579520
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGE 384 0 0 384
    OTHER DEDUCTIONS 2,911 0 0 2,911
    PUBLISHING EXPENSE 3,542 0 0 3,542
    CHAR 500 250 0 0 250


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE YALE FISHMAN FAMILY FOUNDATION
    EIN:
    11-3579520
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD PAYABLE 678 1,190


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE YALE FISHMAN FAMILY FOUNDATION
    EIN:
    11-3579520
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 19,672 19,672 0 0


    TY 2021 TaxesSchedule
    Name:
    THE YALE FISHMAN FAMILY FOUNDATION
    EIN:
    11-3579520
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 267 267 0 0
    FEDERAL TAX 8,702 0 0 0