Form990-PF
Click to see attachment
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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
Posner-Wallace Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

52-6037555
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,071,180J 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) 1,210
2 Check bullet.............
3 Interest on savings and temporary cash investments 69 69  
4 Dividends and interest from securities... 156,184 155,954  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 382,562
b Gross sales price for all assets on line 6a 691,513
7 Capital gain net income (from Part IV, line 2)... 393,756
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -2,901 -785  
12 Total. Add lines 1 through 11........ 537,124 548,994  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,999     14,999
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 16,117 16,117    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,028 708    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 698     698
22 Printing and publications.......... 496     496
23 Other expenses (attach schedule)....... Click to see attachment 32,619 7,812   24,752
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,957 24,637   40,945
25 Contributions, gifts, grants paid....... 360,965 360,965
26 Total expenses and disbursements. Add lines 24 and 25 431,922 24,637   401,910
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 105,202
b Net investment income (if negative, enter -0-) 524,357
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......... 343,032 204,028 204,028
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) bullet400,000
Less: allowance for doubtful accounts bullet   375,000 Click to see attachment400,000 360,000
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)....... 2,910,491 Click to see attachment3,011,450 4,245,384
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).......... 61,888 Click to see attachment175,135 218,768
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment38,000 Click to see attachment43,000 Click to see attachment43,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,728,411 3,833,613 5,071,180
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,728,411 3,833,613
29 Total net assets or fund balances (see instructions)..... 3,728,411 3,833,613
30 Total liabilities and net assets/fund balances (see instructions). 3,728,411 3,833,613
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
3,728,411
2
Enter amount from Part I, line 27a .....................
2
105,202
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,833,613
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,833,613
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 691,513   304,965 386,548
b       7,208
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       386,548
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 393,756
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,289
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,289
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,300
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet11 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Diana Erbsen Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    James R Posner Chair Emeritus
    2.0     		3,333 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Nicholas Posner Trustee, CFO, Treas
    3.0     		3,333 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jill Prosky Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Andrew C Smith Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Rachel C Smith Chair, Pres, trustee
    3.0     		5,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Sarah Smith Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Shelby Lynn Smith Associate Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Robert P Smith II Trustee, Sec
    2.0     		3,333 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Robert P Smith III Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    stephanie posner associate trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 CAPITAL SISTERS INTL - IN SUPPORT OF PROVIDING IMPOVERISHED WOMEN ACCESS TO CREDIT FOR INCOME GENERATING ACTIVITIES TO ALLOW THEM TO PROVIDE FOR THEIR FAMILIES AND LIVE IN DIGNITY 5,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet5,000
    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
    4,312,340
    b
    Average of monthly cash balances.......................
    1b
    208,353
    c
    Fair market value of all other assets (see instructions)................
    1c
    555,913
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,076,606
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,076,606
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    76,149
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,000,457
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    250,023
    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
    250,023
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    7,289
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,289
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    242,734
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    242,734
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    242,734
    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 7 242,734
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 84,992
    b From 2017...... 135,944
    c From 2018...... 145,170
    d From 2019...... 60,271
    e From 2020...... 93,854
    f Total of lines 3a through e ........ 520,231
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 406,910
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 242,734
    e Remaining amount distributed out of corpus 164,176
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 684,407
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		84,992
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		599,415
    10 Analysis of line 9:
    a Excess from 2017.... 135,944
    b Excess from 2018.... 145,170
    c Excess from 2019.... 60,271
    d Excess from 2020.... 93,854
    e Excess from 2021.... 164,176
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    50 LEGS IN 50 DAYS INC
    100 S BENDER PO BOX 8245
    CLEARWATER,FL33758     		N/A PC General & Unrestricted 400
    A WIDER CIRCLE INC
    9159 BROOKVILLE RD
    SILVERS SPRING,MD20910     		N/A PC General & Unrestricted 1,000
    ABRAHAM FUND INITIATIVES
    1460 BROADWAY
    NEW YORK,NY10036     		N/A PC General & Unrestricted 2,000
    ACHILLES INTERNATIONAL INC
    315 WEST 39TH ST STE 205
    NEW YORK,NY10018     		N/A PC General & Unrestricted 400
    ADAS CAFE
    839 NORTHAMPTON DR
    PALO ALTO,CA94303     		N/A PC General & Unrestricted 400
    ALLGENERATIONS INC
    PO BOX 11113
    WASHINGTON,DC20008     		N/A PC General & Unrestricted 180
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
    225 N MICHIGAN AVE 17TH FL
    CHICAGO,IL60601     		N/A PC General & Unrestricted 1,000
    AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC
    321 N CLARK ST
    CHICAGO,IL60654     		N/A SO I Tax Assistance Public Service (PSF) Endowment Fund 2,000
    AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANI
    PO BOX 60173
    PHILADELPHIA,PA19102     		N/A PC General & Unrestricted 500
    AMERICAN HEART ASSOCIATION INC - GREATER BAY ARE
    426 17TH ST STE 300
    OAKLAND,CA94612     		N/A PC General & Unrestricted 400
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    PO BOX 4124
    NEW YORK,NY10163     		N/A PC general operations of the Taub Center, in Jerusalem 1,000
    AMERICAN JEWISH WORLD SERVICE INC
    PO BOX 568
    ETNA,NH03750     		N/A PC General & Unrestricted 5,000
    AMERICAN NATIONAL RED CROSS
    431 18TH ST NW
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 2,000
    AMERICAN NATIONAL RED CROSS - NAPA VALLEY
    5297 AERO DR
    SANTA ROSA,CA95403     		N/A PC General & Unrestricted 400
    AMERICARES FOUNDATION INC
    88 HAMILTON AVE
    STAMFORD,CT06902     		N/A PC General & Unrestricted 1,000
    AMNESTY INTERNATIONAL OF THE USA INC
    311 43RD ST 7TH FL
    NEW YORK,NY10036     		N/A PC General & Unrestricted 400
    ANIMAL HAVEN INC
    200 CENTRE ST
    NEW YORK,NY10013     		N/A PC General & Unrestricted 400
    ANIMAL LEGAL DEFENSE FUND
    525 E COTATI AVE
    COTATI,CA94931     		N/A PC General & Unrestricted 400
    ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY
    PO BOX 874611
    TEMPE,AZ85287     		N/A PC Thunderbird School of Global Management 500
    ASHOKA
    1700 N MOORE ST STE 2000
    ARLINGTON,VA22209     		N/A PC General & Unrestricted 5,000
    ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE
    50 MORNINGSIDE DR APT 23
    NEW YORK,NY10025     		N/A PC Subscription to Cross Currents & general support 225
    ASSOCIATION FOR THE PRESERVATION OF HISTORIC CONGR
    1801 E ST SE
    WASHINGTON,DC20003     		N/A PC K9 Corps 300
    ATLANTA HUMANE SOCIETY & SOCIETY PREVENTION OF CRU
    981 HOWELL MILL RD NW
    ATLANTA,GA30318     		N/A PC General & Unrestricted 400
    AUTISM SPEAKS
    1060 STATE RD 1446
    PRINCETON,NJ08540     		N/A PC General & Unrestricted 400
    BALLET HISPANICO OF NEW YORK
    167 W 89TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,000
    BALLET TECH FOUNDATION INC
    890 BROADWAY 8TH FL
    NEW YORK,NY10003     		N/A PC General & Unrestricted 1,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY12504     		N/A PC Grant as part of Talent & Career Path program, to 1,000
    BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION
    PO BOX 784
    BROOKFIELD,CT06804     		N/A PC General & Unrestricted 5,000
    BEEBE MEDICAL CENTER INC
    424 SAVANNAH RD
    LEWES,DE19958     		N/A PC General & Unrestricted 400
    BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE
    330 7TH AVE STE 1902
    NEW YORK,NY10001     		N/A PC General & Unrestricted 800
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON RD
    KANAB,UT84741     		N/A PC General & Unrestricted 300
    BETA THETA PI FOUNDATION
    5134 BONHAM RD
    OXFORD,OH45056     		N/A PC General & Unrestricted 400
    BETHANY BEACH VOLUNTEER FIRE CO INC
    PO BOX 950
    BETHANY BEACH,DE19930     		N/A PC General & Unrestricted 400
    BILL WILSON CENTER
    3490 THE ALAMEDA
    SANTA CLARA,CA95050     		N/A PC General & Unrestricted 400
    BNC ALUMNI ASSOCIATION INC
    PO BOX 27041
    BROOKLYN,NY11202     		N/A PC organizational expenses 3,000
    BRAIN INJURY ASSOCIATION OF MARYLAND INC
    2200 KERNAN DR T810
    GWYNN OAK,MD21207     		N/A PC General & Unrestricted 1,000
    BREAD FOR THE CITY INC
    1525 7TH ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 1,000
    BROADWAY MALL ASSOCIATION INC
    2095 BROADWAY STE 403
    NEW YORK,NY10023     		N/A PC General & Unrestricted 300
    BUILDING BRIDGES ACROSS THE RIVER
    1901 MS AVE SE STE 101
    WASHINGTON,DC20020     		N/A PC General & Unrestricted 7,500
    CAN MATEO COUNTY FIREFIGHTERS FOUNDATION
    335 CONVENTION WAY UNIT 5
    REDWOOD CITY,CA94063     		N/A PC General & Unrestricted 400
    CANDID
    32 OLD SLIP 24TH FL
    NEW YORK,NY10005     		N/A PC General & Unrestricted 2,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		N/A PC General & Unrestricted 2,500
    CAPITAL SISTERS INTERNATIONAL INC
    227 LAMB LN
    GOLDEN,CO80401     		N/A PC General & Unrestricted 500
    CATHEDRAL CHURCH OF ST JOHN THE DIVINE
    1047 AMSTERDAM AVE
    NEW YORK,NY10025     		N/A PC General & Unrestricted 1,000
    CDF FIREFIGHTERS BENEVOLENT FOUNDATION
    1731 J ST STE 100
    SACRAMENTO,CA95811     		N/A PC General & Unrestricted 400
    CHABAD OF RANCHO MIRAGE-THE TORAH OASIS
    72295 VIA MARTA
    RANCHO MIRAGE,CA92270     		N/A PC General & Unrestricted 400
    CHEETAH CONSERVATION FUND
    PO BOX 2496
    ALEXANDRIA,VA22301     		N/A PC General & Unrestricted 400
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		N/A PC General & Unrestricted 1,000
    CHILDRENS HEALTH COUNCIL INC
    650 CLARK WAY
    PALO ALTO,CA94304     		N/A PC General & Unrestricted 5,000
    CHILDRENS HOSPITAL
    111 MICHIGAN AVE NW
    WASHINGTON,DC20010     		N/A PC General & Unrestricted 1,000
    CHILDRENS THEATRE COMPANY
    526 W 26TH ST RM 1012
    NEW YORK,NY10001     		N/A PC Talent & Career Pathways and to be structured as Mission-related & Program-related 10,000
    CHILDRENS THEATRE COMPANY
    526 W 26TH ST RM 1012
    NEW YORK,NY10001     		N/A PC Talent & Career Pathways (TCP) program 5,000
    CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST
    263 W 86TH ST
    NEW YORK,NY10024     		N/A PC continuing support for the alignment of values & programs between SPSA and BJ 360
    CITIZENS BUDGET COMMISSION INC
    240 W 35TH ST STE 302
    NEW YORK,NY10001     		N/A PC encourage CBC analysis and public reports to build citizen awareness about City of New York programs 200
    CITY HARVEST INC
    150 52ND ST
    BROOKLYN,NY11232     		N/A PC General & Unrestricted 1,500
    CITY OF DREAMS
    PO BOX 24037
    SAN FRANCISCO,CA94124     		N/A PC General & Unrestricted 400
    CLEAR GLOBAL INC
    30 MAIN ST
    DANBURY,CT06810     		N/A PC General & Unrestricted 5,000
    CLEARWATER MARINE AQUARIUM INC
    249 WINDWARD PASSAGE
    CLEARWATER,FL33767     		N/A PC General & Unrestricted 400
    CODE FOR AMERICA LABS INC
    972 MISSION ST FL 5
    SAN FRANCISCO,CA94103     		N/A PC General & Unrestricted 400
    COLORADO OUTWARD BOUND SCHOOL - OUTWARD BOUND WILD
    5161 SHERIDAN BLVD
    DENVER,CO80212     		N/A PC General & Unrestricted 400
    COMMITTEE TO PROTECT JOURNALISTS INC
    509 W 38TH ST FL 5
    NEW YORK,NY10018     		N/A PC General & Unrestricted 1,000
    COMPASSION AND CHOICES
    PO BOX 485
    ETNA,NH03750     		N/A PC General & Unrestricted 1,000
    CONGREGATION BNAI JESHURUN
    270 WEST 89TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 2,000
    COURT APPOINTED SPECIAL ADVOCATES INC
    48 WALL ST 11TH FL
    NEW YORK,NY10005     		N/A PC General & Unrestricted 400
    COVENANT HOUSE WASHINGTON DC
    2001 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		N/A PC General & Unrestricted 1,000
    CROWN CENTER
    8350 DELCREST DR
    ST LOUIS,MO63124     		N/A PC General & Unrestricted 180
    DAWNWATCH
    409 CARMINODEL REMEDIO STE G
    SANTA BARBARA,CA93110     		N/A PC General & Unrestricted 100
    DC AFFORDABLE LAW FIRM
    1717 K ST NW
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 1,000
    DC CENTRAL KITCHEN INC
    425 2ND ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 2,500
    DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC
    8 COURT ST
    MORRISTOWN,NJ07960     		N/A PC General & Unrestricted 400
    DELIVERING GOOD INC
    266 W 37TH ST 22ND FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 400
    DESIGN TECH HIGH SCHOOL
    275 ORACLE PKWY
    REDWOOD CITY,CA94065     		N/A PC 2021-22 Annual Fund 500
    DICKINSON COLLEGE
    PO BOX 1773
    CARLISLE,PA17013     		N/A PC General & Unrestricted 500
    DOE FUND INC
    232 EAST 84TH ST
    NEW YORK,NY10028     		N/A PC General & Unrestricted 2,000
    DOROT INC
    171 W 85TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 3,000
    DOROT INC
    171 W 85TH ST
    NEW YORK,NY10024     		N/A PC to support your paid internships and to help propagate them to other organizations 7,000
    DRISHA INSTITUTE FOR JEWISH EDUCATION INC
    377 INDEPENDENCE AVE FRONT 1
    BRONX,NY10463     		N/A PC General & Unrestricted 300
    EAST CAROLINA UNIVERSITY FOUNDATION INC
    2200 S CHARLES BLVD 1100
    GREENVILLE,NC27858     		N/A PC General & Unrestricted 500
    ECHO HILL CAMPERSHIP FUND
    PO BOX 5923
    BETHESDA,MD20824     		N/A PC General & Unrestricted 400
    END OF LIFE CHOICES NEW YORK
    244 5TH AVE 2010
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,000
    FINCA INTERNATIONAL INC
    1201 15TH ST NW
    WASHINGTON,DC20005     		N/A PC promote access to and affordability of solar powered devices 750
    FORT VANCOUVER PIPE BAND
    1008 SE 101ST AVE
    VANCOUVER,WA98664     		N/A PC General & Unrestricted 100
    FREE THE OPPRESSED
    10 BOULDER CRESCENT ST STE 300A
    COLORADO SPGS,CO80903     		N/A PC General & Unrestricted 1,000
    FRESH AIR FUND
    633 THIRD AVE 14TH FLOOR
    NEW YORK,NY10017     		N/A PC General & Unrestricted 1,000
    FRIENDS OF MOUNT MORIAH CEMETERY INC
    PO BOX 5321
    PHILADELPHIA,PA19142     		N/A PC General & Unrestricted 400
    FRIENDS OF STRAUS PARK INC
    PO BOX 2021
    NEW YORK,NY10025     		N/A PC General & Unrestricted 360
    FRIENDS OF THE SOUTH COASTAL LIBRARY INC
    PO BOX 1617
    BETHANY BEACH,DE19930     		N/A PC General & Unrestricted 400
    GENDER SPECTRUM CHARITABLE FUND
    1271 WASHINGTON AVE 834
    SAN LEANDRO,CA94577     		N/A PC General & Unrestricted 400
    GFWC-CLEARWATER COMMUNITY WOMANS CLUB INC
    PO BOX 6074
    CLEARWATER,FL33758     		N/A PC General & Unrestricted 250
    GIRLS INCORPORATED OF NEW YORK CITY
    120 WALL ST STE 1800
    NEW YORK,NY10005     		N/A PC General & Unrestricted 1,000
    GODS LOVE WE DELIVER INC
    166 AVE OF THE AMERICAS
    NEW YORK,NY10013     		N/A PC General & Unrestricted 1,500
    GOOD360
    675 N WASHINGTON ST STE 330
    ALEXANDRIA,VA22314     		N/A PC General & Unrestricted 400
    GRANTMAKERS IN THE ARTS
    522 COURTLANDT AVE
    BRONX,NY10451     		N/A PC General & Unrestricted 250
    GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS
    3939 CAMPBELL AVE
    ARLINGTON,VA22206     		N/A PC General & Unrestricted 1,000
    GUIDING EYES FOR THE BLIND INC
    611 GRANITE SPRINGS RD
    YORKTOWN HTS,NY10598     		N/A PC General & Unrestricted 1,800
    HADASSAH FOUNDATION INC
    40 WALL ST
    NEW YORK,NY10005     		N/A PC General & Unrestricted 500
    HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC
    40 WALL ST
    NEW YORK,NY10005     		N/A PC General & Unrestricted 500
    HARVARD COLLEGE
    124 MOUNT AUBURN ST 4TH FLOOR
    CAMBRIDGE,MA02138     		N/A PC Harvard College Fund, Class of 1965 500
    HARVARD UNIVERSITY - RADCLIFFE INSTITUTE FOR ADVAN
    10 GARDEN ST
    CAMBRIDGE,MA02138     		N/A PC General & Unrestricted 400
    HEART AND SOUL CHARITABLE FUND INC
    1157 LEXINGTON AVE
    NEW YORK,NY10075     		N/A PC General & Unrestricted 360
    HOLLINS UNIVERSITY CORPORATION
    PO BOX 9629
    ROANOKE,VA24020     		N/A PC General & Unrestricted 500
    HUDSON LINK FOR HIGHER EDUCATION IN
    PO BOX 862
    OSSINING,NY10562     		N/A PC support for strengthening transitional housing and re-entry activities relating to MPS program/Talent & Career pathways 2,000
    HUDSON LINK FOR HIGHER EDUCATION IN
    PO BOX 862
    OSSINING,NY10562     		N/A PC support the Hudson Link program of rehabbing houses for transitional living arrangement for previously incarcerated individuals and related general operating expenses 1,000
    I EARN INC
    475 RIVERSIDE DR 450
    NEW YORK,NY10115     		N/A PC Talent and Career Pathways 7,000
    I EARN INC
    475 RIVERSIDE DR 450
    NEW YORK,NY10115     		N/A PC General & Unrestricted 3,000
    IMPACTASSETS INC
    4340 EAST WEST HWY STE 210
    BETHESDA,MD20814     		N/A PC Waterequity Global Access Fund Fund 36,000
    IMPACTASSETS INC
    4340 EAST WEST HWY STE 210
    BETHESDA,MD20814     		N/A PC Water Equity Fund 65,000
    IN YOUR HANDS INC
    2462 WYANDOTTE ST
    MOUNTAIN VIEW,CA94043     		N/A PC General & Unrestricted 2,500
    INTERNATIONAL ELEPHANT FOUNDATION
    PO BOX 366
    AZLE,TX76098     		N/A PC General & Unrestricted 400
    INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL
    229 WEST 97TH ST SUITE 1B
    NEW YORK,NY10025     		N/A PC General & Unrestricted 1,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007     		N/A PC to support resettlement of Afghan refugees outside the US and to support general resettlement operations & communities within the US 5,000
    IONA SENIOR SERVICES
    4125 ALBEMARLE ST NW
    WASHINGTON,DC20016     		N/A PC General & Unrestricted 1,500
    ISRAEL SCHOLARSHIP EDUCATION FOUNDATION
    520 8TH AVE 4TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 180
    JEWISH VEG
    9 HAWTHORNE RD
    PITTSBURGH,PA15221     		N/A PC General & Unrestricted 300
    JOSE LIMON DANCE FOUNDATION
    466 W 152ND ST 2ND FL
    NEW YORK,NY10031     		N/A PC General & Unrestricted 360
    JOYCE THEATER FOUNDATION INC
    175 8TH AVE
    NEW YORK,NY10011     		N/A PC General & Unrestricted 300
    KENYON COLLEGE
    EATON CENTER
    GAMBIER,OH43022     		N/A PC General & Unrestricted 500
    KESHO
    397 PIEDMONT RD
    COLUMBUS,OH43214     		N/A PC Happiness Wambura's Lohada Schools Program Scholarship fund 400
    KOGOOD SCHOOL OF BUSINESS ADMINISTRATION
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		N/A PC The Stanley I Posner Prize Fund 1,000
    KQED INC
    2601 MARIPOSA ST
    SAN FRANCISCO,CA94110     		N/A PC General & Unrestricted 400
    LIFEMOVES
    181 CONSTITUTION DR
    MENLO PARK,CA94025     		N/A PC General & Unrestricted 400
    LOVE TO LANGA
    PO BOX 104
    GLADWYNE,PA19035     		N/A PC General & Unrestricted 360
    LUBUTO LIBRARY PROJECT INC
    5614 CONNECTICUT AVE NW STE 368
    WASHINGTON,DC20015     		N/A PC General & Unrestricted 1,000
    LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH
    400 HAMILTON AVE SUITE 340
    PALO ALTO,CA94301     		N/A PC General & Unrestricted 400
    LUMIND IDSC FOUNDATION
    20 MALL RD STE 200
    BURLINGTON,MA01803     		N/A PC General & Unrestricted 400
    MAIN STREET CONNECT INC
    6200 POINDEXTER LN
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 2,000
    MANNA INC
    6856 EASTERN AVE NW STE 100
    WASHINGTON,DC20012     		N/A PC General & Unrestricted 1,500
    MARTHAS TABLE
    2114 14TH ST NW
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 1,000
    MAZON INC A JEWISH RESPONSE TO HUNGER
    PO BOX 96119
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 3,500
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC General & Unrestricted 5,000
    MILOS DOG RESCUE OF SOUTH FLORIDA INC
    49 N FEDERAL HWY SUITE 141
    POMPANO BEACH,FL33062     		N/A PC General & Unrestricted 300
    MIRROR STAGE
    5129 2ND AVE NW
    SEATTLE,WA98107     		N/A PC General & Unrestricted 5,000
    MONTEREY BAY AQUARIUM FOUNDATION
    886 CANNERY ROW
    MONTEREY,CA93940     		N/A PC General & Unrestricted 400
    MOVING TRADITIONS
    8380 OLD YORK RD STE 4300
    ELKINS PARK,PA19027     		N/A PC General & Unrestricted 1,000
    MY NEW RED SHOES
    330 TWIN DOLPHIN DR STE 135
    REDWOOD CITY,CA94065     		N/A PC General & Unrestricted 400
    MYOTONIC DYSTROPHY FOUNDATION
    663 13TH ST SUITE 100
    OAKLAND,CA94612     		N/A PC General & Unrestricted 400
    N STREET VILLAGE INC
    1333 N ST NW
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 400
    NAMI SOUTHWEST WASHINGTON
    2500 MAIN ST STE 120
    VANCOUVER,WA98660     		N/A PC General & Unrestricted 200
    NATIONAL ARBOR DAY FOUNDATION
    211 N 12TH ST STE 501
    LINCOLN,NE68508     		N/A PC General & Unrestricted 400
    NATIONAL ASIAN PACIFIC AMERICAN WOMENS FORUM
    4750 N SHERIDAN RD STE 366
    CHICAGO,IL60640     		N/A PC General & Unrestricted 400
    NATIONAL KIDNEY FOUNDATION INC - NORTH TEXAS CHAPT
    5429 LBJ FREEWAY STE 250
    DALLAS,TX75240     		N/A PC Charitable Event 400
    NATIONAL NETWORK OF ABORTION FUNDS
    9450 SW GEMINI DR PMB 16009
    BEAVERTON,OR97008     		N/A PC General & Unrestricted 400
    NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE STE 100
    ARLINGTON,VA22203     		N/A PC programs to involve post-secondary school students in conservation-related internships and career development 1,000
    NEW ISRAEL FUND
    6 EAST 39TH ST SUITE 301
    NEW YORK,NY10016     		N/A PC General & Unrestricted 5,000
    NEW YORK RESTORATION PROJECT
    254 W 31ST ST 10TH FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,000
    NEW YORK THEOLOGICAL SEMINARY
    475 RIVERSIDE DR STE 500
    NEW YORK,NY10115     		N/A PC General & Unrestricted 4,000
    NORTHERN BEDFORD SCHOOL FOUNDATION INC
    152 NBC DR
    LOYSBURG,PA16659     		N/A PC General & Unrestricted 1,000
    NURU INTERNATIONAL
    5405 ALTON PKWY STE A-474
    IRVINE,CA92604     		N/A PC General & Unrestricted 400
    P E F ISRAEL ENDOWMENT FUNDS INC
    630 THIRD AVE 15TH FLOOR
    NEW YORK,NY10017     		N/A PC supplemental grant for benefit of Shoresh, and research of Prof. Dan Ben David 500
    P E F ISRAEL ENDOWMENT FUNDS INC
    630 THIRD AVE 15TH FLOOR
    NEW YORK,NY10017     		N/A PC General & Unrestricted 3,000
    P E F ISRAEL ENDOWMENT FUNDS INC
    630 THIRD AVE 15TH FLOOR
    NEW YORK,NY10017     		N/A PC Supplemental Grant for general operations of Al Ma 500
    PARTNERSHIP FOR SHELTER ANIMALS NYC FUND
    LINDSAY FREDA 186 RIVERSIDE DR
    NEW YORK,NY10024     		N/A PC General & Unrestricted 360
    PAWS ATLANTA INCORPORATED
    5287 COVINGTON HWY
    DECATUR,GA30035     		N/A PC General & Unrestricted 400
    PENINSULA HUMANE SOCIETY & SPCA
    1450 ROLLINS RD
    BURLINGAME,CA94010     		N/A PC General & Unrestricted 400
    PENINSULA OPEN SPACE TRUST
    222 HIGH ST
    PALO ALTO,CA94301     		N/A PC General & Unrestricted 400
    PENNSYLVANIA STATE UNIVERSITY
    105 OLD MAIN
    UNIVERSITY PARK,PA16802     		N/A GOV FOR THE COLORED CONVENTIONS PROJECT 1,500
    PENNSYLVANIA STATE UNIVERSITY
    105 OLD MAIN
    UNIVERSITY PARK,PA16802     		N/A GOV COLORED CONVENTIONS PROJECT 1,500
    PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC
    501 FRONT ST
    NORFOLK,VA23510     		N/A PC General & Unrestricted 400
    PHILANTHROPY NEW YORK - NEW YORK REGIONAL ASSOCIAT
    320 EAST 43RD ST
    NEW YORK,NY10017     		N/A PC General & Unrestricted 1,000
    PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED
    ONE HARVARD YARD
    CAMBRIDGE,MA02138     		N/A PC General & Unrestricted 200
    PLANNED PARENTHOOD ASSOCIATION OF METROPOLITAN WAS
    1225 4TH ST NE
    WASHINGTON,DC20002     		N/A PC General & Unrestricted 400
    PLANNED PARENTHOOD MAR MONTE INC
    1691 THE ALAMEDA
    SAN JOSE,CA95126     		N/A PC General & Unrestricted 400
    PLUMMER YOUTH PROMISE INC
    37 WINTER ISLAND RD
    SALEM,MA01970     		N/A PC General & Unrestricted 500
    PROJECT ORBIS INTERNATIONAL INC
    52 VANDERBILT AVE 8TH FL
    NEW YORK,NY10017     		N/A PC General & Unrestricted 400
    R & M ROCKIN RESCUES INC
    PO BOX 408
    BELLEVILLE,NJ07109     		N/A PC General & Unrestricted 400
    RADIO BILINGUE INC
    5005 E BELMONT AVE
    FRESNO,CA93727     		N/A PC General & Unrestricted 2,000
    RADIO CLUB OF AMERICA INC
    13570 GROVE DR 302
    MAPLE GROVE,MN55311     		N/A PC General & Unrestricted 400
    RECONSTRUCTIONIST RABBINICAL COLLEGE
    1299 CHURCH RD
    WYNCOTE,PA19095     		N/A PC General & Unrestricted 900
    REDWOOD CITY LIBRARY FOUNDATION
    1044 MIDDLEFIELD RD
    REDWOOD CITY,CA94063     		N/A PC General & Unrestricted 400
    REDWOOD CITY POLICE ACTIVITIES LEAGUE INC
    3399 BAY RD
    REDWOOD CITY,CA94063     		N/A PC General & Unrestricted 400
    RESOURCE AREA FOR TEACHING
    1355 RIDDER PARK DR
    SAN JOSE,CA95131     		N/A PC General & Unrestricted 1,500
    RETHINK THE CONVERSATION LTD
    45 W 54TH ST
    NEW YORK,NY10019     		N/A PC General & Unrestricted 300
    RIVERSIDE PARK CONSERVANCY INC
    475 RIVERSIDE DR STE 455
    NEW YORK,NY10115     		N/A PC General & Unrestricted 500
    RUBIN MUSEUM OF ART
    150 WEST 17TH ST
    NEW YORK,NY10011     		N/A PC General & Unrestricted 300
    RURAL DEVELOPEMENT INSTITUTE
    1424 4TH AVE STE 430
    SEATTLE,WA98101     		N/A PC General & Unrestricted 2,000
    SAFESPACE CENTER INC
    1155 SAXON WAY
    MENLO PARK,CA94025     		N/A PC General & Unrestricted 400
    SARAH LAWRENCE COLLEGE
    1 MEAD WAY
    BRONXVILLE,NY10708     		N/A PC Alumnae annual giving for Health Advocacy Program 500
    SAVE THE BAY
    300 FRANK H OGAWA PLAZA STE 280
    OAKLAND,CA94612     		N/A PC General & Unrestricted 400
    SECOND HARVEST OF SILICON VALLEY
    4001 N 1ST ST
    SAN JOSE,CA95134     		N/A PC General & Unrestricted 2,500
    SEED SAVERS EXCHANGE INC
    3094 N WINN RD
    DECORAH,IA52101     		N/A PC General & Unrestricted 400
    SHAKESPEARE THEATRE
    516 8TH ST SE
    WASHINGTON,DC20003     		N/A PC General & Unrestricted 1,800
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC General & Unrestricted 1,000
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC Supervia Endowed Chair 5,000
    SMALL FRIENDS ON NANTUCKET INC
    PO BOX 2826
    NANTUCKET,MA02584     		N/A PC General & Unrestricted 180
    SOCIAL & ECONOMIC ACTION FOR LEBANON INC
    525 PARK AVE STE 5N
    NEW YORK,NY10065     		N/A PC General & Unrestricted 400
    SOCIETY FOR THE ADVANCEMENT OF JUDAISM
    15 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,000
    SOME INC
    71 O ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 1,000
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 1,000
    SOUTHWEST WASHINGTON LLAMA ASSOCIAT ION
    20719 NE 68TH ST
    VANCOUVER,WA98682     		N/A PC General & Unrestricted 100
    ST BALDRICKS FOUNDATION INC
    1333 S MAYFLOWER AVE STE 400
    MONROVIA,CA91016     		N/A PC General & Unrestricted 400
    ST MARKS CHURCH IN THE BOWERY
    131 E 10TH ST
    NEW YORK,NY10003     		N/A PC Collaboration between St. Mark's & The Redemption Center for re-entry services for formerly incarcerated individuals 1,000
    STORAHTELLING LAB SHUL INC
    131 VARICK ST STE 921
    NEW YORK,NY10013     		N/A PC General & Unrestricted 1,000
    SUNFLOWER BAKERY INC
    5951 HALPINE RD
    ROCKVILLE,MD20851     		N/A PC General & Unrestricted 2,000
    SUTTER BAY MEDICAL FOUNDATION
    795 EL CAMINO REAL
    PALO ALTO,CA94301     		N/A PC General & Unrestricted 400
    TECH IMPACT
    417 N 8TH ST STE 203
    PHILADELPHIA,PA19123     		N/A PC to support training and professional development 700
    THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
    PO BOX 61075
    NEW ORLEANS,LA70161     		N/A PC School of Public Health Scholarship Fund 500
    THE ASPEN INSTITUTE INC
    2300 N ST NW STE 700
    WASHINGTON,DC20037     		N/A PC The Justice Circle 1,000
    THE DAVID SHELDRICK WILDLIFE TRUST USA
    25283 CABOT RD STE 101
    LAGUNA HILLS,CA92653     		N/A PC General & Unrestricted 400
    THE PETEY GREENE PROGRAM INC
    22 STOCKTON ST
    PRINCETON,NJ08540     		N/A PC General & Unrestricted 400
    THE ROBERT GIARD FOUNDATION
    OLD CHELSEA STA PO BOX 25
    NEW YORK,NY10113     		N/A PC General & Unrestricted 2,000
    THE SCHECHTER INSTITUTES INC
    BOX 3566 PO BOX 8500
    PHILADELPHIA,PA19178     		N/A PC to support the Responsa opinions of Rabbi Golinken 1,000
    THE SHEPHERDS TABLE INC
    8106 GEORGIA AVE
    SILVER SPRING,MD20910     		N/A PC General & Unrestricted 500
    THE TOMORROW FUND
    593 EDDY ST
    PROVIDENCE,RI02903     		N/A PC General & Unrestricted 400
    THE WRITING REVOLUTION INC
    22 CORTLANDT ST FL 33
    NEW YORK,NY10007     		N/A PC General & Unrestricted 1,000
    TREEPEOPLE INC
    12601 MULHOLLAND DR
    BEVERLY HILLS,CA90210     		N/A PC General & Unrestricted 400
    TRUSTEES OF AMHERST COLLEGE
    220 S PLEASANT ST
    AMHERST,MA01002     		N/A PC General & Unrestricted 800
    TRUSTEES OF PRINCETON UNIVERSITY
    100 OVERLOOK CENTER STE 300
    PRINCETON,NJ08540     		N/A PC Graduate alumni Annual Giving 800
    U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC
    2231 CRYSTAL DR STE 350
    ARLINGTON,VA22202     		N/A PC General & Unrestricted 500
    UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
    PO BOX 4227
    NEW YORK,NY10261     		N/A PC General & Unrestricted 1,000
    UNITED METHODIST CHURCH & ITS AFFILIATED ORGANIZAT
    PO BOX 9068
    NEW YORK,NY10087     		N/A PC General & Unrestricted 400
    UNITED POULTRY CONCERNS INC
    PO BOX 150
    MACHIPONGO,VA23405     		N/A PC General & Unrestricted 400
    UNIVERSITY OF COLORADO FOUNDATION
    PO BOX 17126
    DENVER,CO80217     		N/A PC Honors Program Scholarship Fund 500
    UNIVERSITY OF MISSISSIPPI FOUNDATION
    406 UNIVERSITY AVE
    OXFORD,MS38655     		N/A PC General & Unrestricted 1,000
    URBAN INSTITUTE
    500 LENFANT PLZ SW
    WASHINGTON,DC20024     		N/A PC General & Unrestricted 3,000
    VANCOUVER AFFORDABLE HOUSING NONPROFIT
    2500 MAIN ST
    VANCOUVER,WA98660     		N/A PC General & Unrestricted 400
    VANCOUVER FARMERS MARKET FOUNDATION
    PO BOX 61638
    VANCOUVER,WA98666     		N/A PC General & Unrestricted 400
    VILLAGE HARVEST CORPORATION
    PO BOX 9231
    SAN JOSE,CA95157     		N/A PC General & Unrestricted 400
    WASHINGTON JESUIT ACADEMY
    900 VARNUM ST NE
    WASHINGTON,DC20017     		N/A PC Support for continuing education and professional development efforts toward retention of exceptional teachers 3,600
    WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS
    1100 NEW JERSEY AVE SE STE 710
    WASHINGTON,DC20003     		N/A PC Local program support in the DC area 750
    WEST SIDE CENTER FOR COMMUNITY LIFE INC
    263 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,500
    WEST SIDE HATZOLOH
    C/O THE JEWISH CENTER131 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,000
    WHIS-PURR RESCUE
    346 EL CAMINO REAL
    REDWOOD CITY,CA94062     		N/A PC General & Unrestricted 400
    WHITMAN-WALKER CLINIC INC
    1377 R ST NW STE 200
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 400
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 400
    WILD BIRD FUND INC
    565 COLUMBUS AVE
    NEW YORK,NY10024     		N/A PC General & Unrestricted 360
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 400
    YOSEMITE FOUNDATION
    101 MONTGOMERY ST STE 2450
    SAN FRANCISCO,CA94104     		N/A PC General & Unrestricted 400
    YOUNG ADULT INSTITUTE INC
    220 EAST 42ND ST 8TH FLOOR
    NEW YORK,NY10017     		N/A PC General & Unrestricted 500
    YOUTH OPPORTUNITIES UNLIMITED INC
    224 BROCK AVE
    NEW BEDFORD,MA02744     		N/A PC General & Unrestricted 400
    Total .................................bullet 3a 360,965
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 69  
    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 ............     		525990 9 18 382,553  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -2,116 14 4,066  
    bFOREIGN CURRENCY LOSS     01 -10,928  
    cINTEREST INCOME FROM NOTES     14 6,032  
    dCREDIT CARD POINTS INCOME     01 45  
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -2,107 538,021  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    535,914
    (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

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

    TY 2021 DepreciationSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 GeneralExplanationAttachment
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Identifier Return Reference Explanation
    PART I LINE 6A (990-PF) line 6a RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $382,553 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $9 TOTAL PART I, LINE 6A: $382,562 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $691,513 BOOK BASIS: $316,168 NET GAIN/(LOSS): $375,345 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $7,208

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AB INTL STRATEGIC EQUITIES POR 175,127 236,779
    AB SELECT US EQUITY PORTFOLIO 136,481 168,564
    ABBOTT LABS 19,913 112,592
    ABBVIE INC 12,511 20,310
    ACCO BRANDS CORPORATION 9,982 9,912
    ALLIANCE BERNSTEIN VALUE FUND 93,699 127,566
    ALLIANCEBERN DISCOVERY GROWTH 44,994 60,066
    ALLIANCEBERN DISCOVERY VALUE F 55,831 73,166
    ALLIANCEBERN GLOBAL BOND ADV 139,143 137,330
    ALLIANCEBERN HIGH INCOME ADVIS 145,652 133,651
    ALLIANCEBERNSTEIN CONCENTRATED 65,291 125,325
    ALLIANCEBERNSTEIN REAL RETURN 89,781 83,659
    ALLY FINANCIAL INC 20,096 29,756
    AMAZON COM 15,654 16,672
    AMERICAN INVESTMENT CO OF AMER 83,172 226,585
    AMGEN INC 12,550 12,373
    APPLE INC 8,990 13,318
    AT&T, INC 10,809 9,840
    BANK OF NOVA SCOTIA 26,627 35,845
    BERNSTEIN EMERGING MARKETS 47,716 52,942
    BERNSTEIN INTERMEDIATE DURATIO 250,832 243,688
    BRISTOL-MYERS SQUIBB CO 18,151 18,705
    CHEVRON CORP 11,546 12,909
    COMCAST CORP 21,512 25,165
    CONSTELLATION BRANDS INC 13,362 15,058
    CVS CAREMARK CORP 21,744 36,106
    DISCOVERY INC (FORMERLY DISC C 8,470 6,870
    DOMINION ENERGY INC 59,684 78,560
    DOUBLELINE YIELD OPPORTUNITIES 17,154 18,700
    DOW INC 19,679 28,360
    ECOFIN SUSTAINABLE AND SOCIAL 14,750 14,640
    EXXON MOBIL CORP 653 30,595
    GABELLI DIVIDEND & INCOME TRUS 24,129 35,100
    GAMING AND LEISURE PROPERTIES, 16,967 19,464
    GILEAD SCIENCES INC 19,587 21,783
    GOLDMAN SACHS BDC INC 19,435 19,160
    GSK PLC 43,789 44,100
    INTEL CORP 30,099 82,400
    INTERNATIONAL BUSINESS MACHINE 7,269 66,830
    ISHARES IBOXX $ INVESTMENT GRA 8,893 9,541
    ISHARES JP MORGAN USD EM MKTS 11,461 11,015
    IVY SCIENCE AND TECHNOLOGY 54,503 141,489
    JOHNSON & JOHNSON 14,900 136,856
    KIMBERLY CLARK CORP 75,543 92,898
    NATIONAL RETAIL PROPERTIES INC 34,159 48,070
    NORTHROP GRUMMAN CORP 24,502 30,966
    NOVARTIS AG ADR 29,325 52,482
    PEPSICO INC 59,706 105,921
    PROCTER GAMBLE CO 8,211 16,358
    RAYTHEON TECHNOLOGIES CORP 11,473 17,212
    ROYAL DUTCH SHEL PLC SPONS ADR 64,461 43,350
    SALESFORCE.COM 21,969 25,413
    SANFORD C BERNSTEIN FD, INC OV 264,789 308,367
    SANFORD C. BERNSTEIN FD, INC. 67,315 67,207
    SCHNEIDER NATIONAL INC 13,210 16,146
    SONOSITE, INC. 10,402 8,940
    STARWOOD PROPERTY TRUST INC 9,948 9,720
    UNILEVER PLC AMER 75,077 95,598
    UNION PACIFIC 1,086 75,579
    VANGUARD DIVIDEND APPRECIATION 23,046 40,087
    VANGUARD FTSE DEVELOPED MARKET 24,533 30,125
    VANGUARD FTSE EMERGING MARKETS 38,422 45,617
    VANGUARD HIGH DIV YIELD 9,237 11,777
    VANGUARD INTERMEDIATE-TERM COR 8,085 8,398
    VANGUARD INTERNATIONAL GROWTH 26,227 35,287
    VANGUARD S&P 500 ETF 40,357 60,187
    VANGUARD SF REIT ETF 36,501 50,433
    VANGUARD TOTAL INTL BD IDX ETF 7,482 7,547
    VANGUARD TOTAL STOCK MARKET ET 19,102 36,940
    VERIZON COMMUNICATIONS 54,226 70,146
    VMWARE INC 18,086 15,644
    WILLIAMS COS 12,382 15,624

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BROWN ADV INV 2020 - SLP VI (T   27,546 33,504
    BROWN ADV PRIVATE EQ PTNS VII   32,145 51,648
    BROWN ADV PRIVATE INC PTNS I T   38,921 37,533
    BROWN ADV PRVT EQ PTNS VIII QP   32,526 47,034
    BROWN ADVISORY INVESTORS 2020-   24,820 24,893
    ENTERPRISE PRODUCTS PARTNERS L   19,177 24,156

    TY 2021 OtherAssetsSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PRI - CAPITAL SISTERS INTL   5,000 5,000
    PRI - CHILDRENS THEATRE LOAN   38,000 38,000


    TY 2021 OtherExpensesSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 22,297     22,297
    Bank Charges 1,391 1,391    
    Computers/Electronic Devices 1,210     1,210
    K-1 Exp BROWN ADV INV 2020 - S 1,057 1,057    
    K-1 Exp BROWN ADV PRIVATE EQ P 1,215 1,213    
    K-1 Exp BROWN ADV PRIVATE INC 486 486    
    K-1 Exp BROWN ADV PRVT EQ PTNS 2,286 2,234    
    K-1 Exp BROWN ADVISORY INVESTO 1,430 1,430    
    K-1 Exp ENTERPRISE PRODUCTS PA 2 1    
    Postage/Delivery Service 408     408
    INDEMNIFICATION INSURANCE 568     568
    Website Hosting/Support 269     269


    TY 2021 OtherIncomeSchedule2
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss BROWN ADV INV 2020 - SLP VI (TE) LLLP 22 22  
    K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLLP -121 -55  
    K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP 4,426 4,158  
    K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP -239 21  
    K-1 Inc/Loss BROWN ADVISORY INVESTORS 2020- SL ALP -19    
    K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -2,119 -80  
    Foreign Currency Loss -10,928 -10,928  
    Interest Income from Notes 6,032 6,032  
    credit card points income 45 45  


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    TY 2021 OtherNotesLoansRcvblLongSch
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    IMPACT ASSETS (BETHESDA MARYLAND)   50,000 50,000 2016-12   INTEREST RATE COMPUTED ANNUALLY 4 % NONE INVESTMENT CASH CASH CASH CASH CASH  
    ROOT CAPITAL INC     125,000 2013-12 2023-12 INTEREST SEMI-ANNUALLY, PRINCIPAL UPON MATURITY 275 % NONE INVESTMENT CASH CASH CASH CASH CASH  
    THE CONTACT FUND LLC   75,000 125,000 2018-10 2022-09 INTEREST ANNUALLY; PRINCIPAL UPON MATURITY 2 % NONE INVESTMENT CASH CASH CASH CASH CASH  
    HEALTH INFORMATION SYSTEMS PROGRAMS SA   100,000 0 2021-12 2020-12 INTEREST QUARTERLY; PRINCIPAL UPON MATURITY 750 % NONE INVESTMENT CASH CASH CASH CASH CASH  
    GLOBAL SUN PARTNERS   100,000 100,000 2010-11 2018-12 INTEREST QUARTERLY; PRINCIPAL UPON MATURITY 8 % NONE SOLAR ENERGY PROJECT CASH CASH CASH CASH CASH 60,000

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 16,117 16,117    


    TY 2021 TaxesSchedule
    Name:
    Posner-Wallace Foundation
    EIN:
    52-6037555
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 3,000      
    990-PF Extension for 2020 2,320      
    Foreign Tax Paid 708 708