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
ANDREW J & ANITA G FRANKEL FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)CO MKLLP 100 EAGLE ROCK AVENUE 2
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EAST HANOVER, NJ07936
A Employer identification number

13-6167961
B Telephone number (see instructions)

(973) 929-3500
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$1,893,356
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 3 3  
4 Dividends and interest from securities... 36,120 36,120  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 53,262
b Gross sales price for all assets on line 6a 879,599
7 Capital gain net income (from Part IV, line 2)... 53,262
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........ 89,385 89,385  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 15,466 14,966   500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,466 14,966   500
25 Contributions, gifts, grants paid....... 90,876 90,876
26 Total expenses and disbursements. Add lines 24 and 25 106,342 14,966   91,376
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,957
b Net investment income (if negative, enter -0-) 74,419
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......... 27,138 70,040 68,973
3 Accounts receivable bullet4,025
Less: allowance for doubtful accounts bullet     4,025 4,025
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) 426,434 Click to see attachment350 355
b Investments—corporate stock (attach schedule)....... 808,516 Click to see attachment682,510 1,222,856
c Investments—corporate bonds (attach schedule)....... 111,458 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment599,664 597,147
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,373,546 1,356,589 1,893,356
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,373,546 1,356,589
29 Total net assets or fund balances (see instructions)..... 1,373,546 1,356,589
30 Total liabilities and net assets/fund balances (see instructions). 1,373,546 1,356,589
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
1,373,546
2
Enter amount from Part I, line 27a .....................
2
-16,957
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,356,589
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,356,589
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 121 INTL BUSINESS MACHINES CORP P   2021-12-31
b 459 AT&T INC P 2011-05-09 2021-12-31
c 25,000 DELAWARE ST HS BE 3480 P 2018-06-29 2021-12-31
d 137 ORACLE CORP P 2018-06-07 2021-12-31
e 15,000 NORTH CAROLINA BE 2870 P 2020-11-17 2021-12-31
38 PAYPAL HLDGS INC COM P 2020-09-24 2021-12-31
11,000 US TSY NOTE 2250 P 2021-01-08 2021-12-31
15,000 GNR 2017-20 AD 2300 57SPRG P 2021-01-08 2021-12-31
20,000 GNR 2020-118 AB 2250 62APRG P 2020-11-17 2021-12-31
35,000 SBAP 2013-20I 1 3620 *33SPRG P 2020-12-08 2021-12-31
52 AT&T INC P   2021-12-31
29 BERKSHIRE HATHAWAY CL-B NEW P 2018-06-07 2021-12-31
303 COMCAST CORP (NEW) CLASS A P 2018-06-07 2021-12-31
59 MICROSOFT CORP P 2020-09-24 2021-12-31
65 JOHNSON & JOHNSON P 2018-06-07 2021-12-31
39,000 FNMA POOL BO9006 3500 P 2020-01-27 2021-12-31
121 JPMORGAN CHASE & CO P 2018-06-07 2021-12-31
61,000 FNMA ARM BO9005 3000 P 2020-01-27 2021-12-31
23 MEDTRONIC PLC SHS P 2020-02-04 2021-12-22
92 ACTIVISION BLIZZARD INC P   2021-12-21
47 FIDELITY NATL INFORMATION SE P   2021-12-20
5 PROCTER & GAMBLE P 2018-06-07 2021-12-16
338 PFIZER INC P 2018-06-07 2021-12-16
46 PPG INDUSTRIES INC P 2018-06-07 2021-12-16
33 MERCK & CO INC NEW COM P 2018-06-07 2021-12-07
83 3M COMPANY P   2021-11-11
20 UNITEDHEALTH GP INC P 2018-12-06 2021-11-01
21 AIR PROD & CHEM INC P   2021-09-28
10 AIR PROD & CHEM INC P 2018-06-07 2021-09-28
39 WASTE MGMT INC (DELA) P 2020-03-12 2021-09-21
12 WALT DISNEY CO HLDG CO P   2021-08-18
47 BECTON DICKINSON & CO P   2021-08-13
2 PAYPAL HLDGS INC COM P 2018-06-07 2021-07-09
28.9 ORGANON & CO P   2021-06-08
37,000 FNMA POOL BN4308 4500 P 2018-12-17 2021-03-25
122 U S BANCORP COM NEW P 2018-06-07 2021-03-25
40,000 FNMA POOL BK4815 4000 P 2018-08-27 2021-03-25
101 TJX COS INC NEW P 2018-06-07 2021-03-16
20,000 GNR 2012-58 B 2200 P 2021-01-11 2021-03-16
1,590.900 GNR 2019 47 AD 2750 P   2021-03-16
25,000 GNR 2018-85 AG P 2018-06-15 2021-03-16
25,000 GNR 2018-98 A 3000 P 2018-07-18 2021-03-16
25,000 GNR 2018-96 AC 3000 P 2018-07-16 2021-03-16
25,000 GNR 2018-114 A 3200 P 2018-08-16 2021-03-16
20,000 THE REINVESTMENT P 2018-08-30 2021-03-15
30,000 SBAP 2010-20K 1 3250 P 2019-10-16 2021-03-09
2,000 US TSY NOTE 2375 P 2019-07-18 2021-03-08
10,000 VERIZON COMMUNICA 3875 P 2019-02-05 2021-03-08
10,000 NEW YORK ST MT BE 3000 P 2020-01-14 2021-03-08
15,000 FNMA 7BL BL2377 3340 P 2019-05-29 2021-03-08
25,000 ERP OPERATING LP 4150 P 2018-11-28 2021-03-08
11,000 FNMA 7BL 109502 3570 P 2021-02-19 2021-03-08
5,000 COLORADO HSG & BE 1878 P 2020-01-17 2021-03-08
7,000 BANK OF AMERICA C 2456 P 2019-10-17 2021-03-08
15,000 NEW JERSEY ST BE 3200 P 2018-09-07 2021-03-08
25,000 HONOLULU HAWAI BE 2971 P 2018-08-16 2021-03-08
25,000 SALVATION ARMY 3140 P 2018-08-16 2021-03-08
27,000 US TSY NOTE 1500 30FB15 P   2021-03-08
11,000 US TSY NOTE 0875 30NV15 P   2021-03-08
5,000 US TSY NOTE 0750 28JA31 P 2021-02-23 2021-03-08
6,000 US TSY NOTE 0625 30AU15 P   2021-03-08
10,000 MASSACHUSETTS BE 3500 P 2021-02-10 2021-03-08
5,000 NEW YORK ST MT BE 3438 P 2020-12-03 2021-03-08
32,000 US TSY NOTE 0375 26JA31 P   2021-03-08
15,000 US TSY NOTE 0125 24FB15 P 2021-03-05 2021-03-08
5,000 TENNESSEE HSG BE 2229 P 2020-12-02 2021-03-08
47 TRAVELERS COMPANIES INC COM P 2018-06-07 2021-03-04
GNR 2017-20 AD 38379U5M4 P 2021-01-08 2021-02-16
GNR 2019 47 AD 2750 P 2019-05-21 2021-02-16
15,000 US TSY NOTE 0125 24JA15 P 2021-01-25 2021-02-10
23 INTL BUSINESS MACHINES CORP P 2020-02-27 2021-02-04
105 EMERSON ELECTRIC CO P 2018-06-07 2021-01-28
50 WALT DISNEY CO HLDG CO P 2018-06-07 2021-01-28
20,000 US TSY NOTE 0375 25NV30 P 2020-11-25 2021-01-08
57.527 VIATRIS INC P   2021-01-07
20.473 VIATRIS INC P   2021-01-07
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,446   15,610 -164
b 13,205   14,531 -1,326
c 18,191   18,603 -412
d 12,037   6,526 5,511
e 15,101   15,339 -238
11,057   6,995 4,062
11,652   11,649 3
11,427   12,109 -682
17,880   19,039 -1,159
15,034   16,382 -1,348
1,499   1,529 -30
8,261   5,661 2,600
16,950   9,759 7,191
18,805   12,055 6,750
10,927   8,016 2,911
26,443   26,189 254
17,444   13,422 4,022
50,789   50,373 416
2,329   2,761 -432
5,835   6,575 -740
5,106   6,860 -1,754
805   379 426
16,857   12,039 4,818
7,810   4,745 3,065
2,380   1,945 435
15,423   16,783 -1,360
9,081   5,528 3,553
5,515   6,077 -562
2,626   1,673 953
5,973   3,949 2,024
2,098   2,140 -42
11,609   10,827 782
600   166 434
849   853 -4
4,886   4,695 191
6,799   6,329 470
16,653   16,006 647
6,750   4,766 1,984
16,423   16,817 -394
1,591   1,591 0
16,257   15,659 598
19,614   19,148 466
20,997   20,389 608
13,686   13,445 241
20,900   20,000 900
8,100   8,119 -19
2,150   2,046 104
11,141   9,981 1,160
9,783   10,125 -342
15,038   15,138 -100
28,303   24,955 3,348
10,835   11,802 -967
5,045   5,000 45
7,343   7,000 343
15,180   15,000 180
25,845   25,000 845
24,750   25,000 -250
27,020   29,041 -2,021
10,313   10,999 -686
4,834   4,921 -87
5,511   5,952 -441
10,589   10,775 -186
5,289   5,495 -206
31,316   31,800 -484
14,913   14,920 -7
5,043   5,095 -52
7,017   6,109 908
153   159 -6
3,952   3,952 0
14,976   14,977 -1
2,772   3,080 -308
8,554   7,673 881
8,616   5,139 3,477
19,903   19,990 -87
1,064   900 164
379   262 117
2,272     2,272
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       -164
b       -1,326
c       -412
d       5,511
e       -238
      4,062
      3
      -682
      -1,159
      -1,348
      -30
      2,600
      7,191
      6,750
      2,911
      254
      4,022
      416
      -432
      -740
      -1,754
      426
      4,818
      3,065
      435
      -1,360
      3,553
      -562
      953
      2,024
      -42
      782
      434
      -4
      191
      470
      647
      1,984
      -394
      0
      598
      466
      608
      241
      900
      -19
      104
      1,160
      -342
      -100
      3,348
      -967
      45
      343
      180
      845
      -250
      -2,021
      -686
      -87
      -441
      -186
      -206
      -484
      -7
      -52
      908
      -6
      0
      -1
      -308
      881
      3,477
      -87
      164
      117
      2,272
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 53,262
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,034
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 1,034
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,379
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,379
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 3,345
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,345 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 ofbulletMARCUM LLP Telephone no.bullet (973) 929-3500

    Located atbullet100 EAGLE ROCK AVENUEEAST HANOVERNJ ZIP+4bullet07936
    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
    DONNA R FRANKEL PRESIDENT & DIRECTOR
    1.00
    0 0 0
    C/O MKLLP 100 EAGLE ROCK AVENUE STE
    200
    EAST HANOVER,NJ07936
    DAVID E FRANKEL VICE PRESIDENT & DIRECTOR
    0.50
    0 0 0
    C/O MKLLP 100 EAGLE ROCK AVENUE STE
    200
    EAST HANOVER,NJ07936
    ELIZABETH CAFFREY FRANKEL SECRETARY & DIRECTOR
    0.50
    0 0 0
    C/O MKLLP 100 EAGLE ROCK AVENUE STE
    20
    EAST HANOVER,NJ07936
    HANNAH TOALE TREASURER & DIRECTOR
    0.50
    0 0 0
    C/O MKLLP 100 EAGLE ROCK AVENUE STE
    200
    EAST HANOVER,NJ07936
    ELIZABETH A FRANKEL DIRECTOR
    0.50
    0 0 0
    C/O MKLLP 100 EAGLE ROCK AVENUE STE
    200
    EAST HANOVER,NJ07936
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    1,790,924
    b
    Average of monthly cash balances.......................
    1b
    51,025
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,841,949
    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
    1,841,949
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    27,629
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,814,320
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    90,716
    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
    90,716
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,034
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,034
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    89,682
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    89,682
    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
    89,682
    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 89,682
    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......  
    c From 2018...... 19,135
    d From 2019...... 17,062
    e From 2020...... 58,462
    f Total of lines 3a through e ........ 94,659
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 91,376
    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..... 89,682
    e Remaining amount distributed out of corpus 1,694
    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 96,353
    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 ......
    96,353
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 19,135
    c Excess from 2019.... 17,062
    d Excess from 2020.... 58,462
    e Excess from 2021.... 1,694
    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
    AMERICAN CIVIL LIBERTIES UNION
    15 BROAD STREET
    NEW YORK,NY10004
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 3,000
    AMNESTY USA
    311 43RD STREET
    NEW YORK,NY10036
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    BARD GRADUATE CENTER
    18 W 86TH STREET
    NEW YORK,NY10024
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    BEHIND THE SCENES FOUNDATION
    630 NINTH AVE
    NEW YORK,NY10036
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY13346
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    DOCTORS WITHOUT BORDERS
    PO BOX 500
    HAGERSTOWN,MD21741
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 3,000
    EARTHWORKS
    1612 K ST NW
    WASHINGTON,DC20006
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 3,000
    EMERSON COLLEGE
    10 BOYLSTON STREET
    BOSTON,MA02116
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 500
    FLORENCE GRISWOLD MUSEUM
    6 LYME STREET
    OLD LYME,CT06371
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    FOOD AND WATER WATCH
    1616 P ST NW
    WASHINGTON,DC20036
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    FRONT RANGE EQUINE RESCUE
    PO BOX 458
    OCALA,FL34478
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 3,000
    LYME AMBULANCE
    213 HAMBURG ROAD
    LYME,CT06371
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,000
    HILL STEAD MUSEUM
    35 MOUNTAIN ROAD
    FARMINGTON,CT06032
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 513
    LYME LAND CONSERVATION TRUST
    PO BOX 1002
    LYME,CT06731
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    LYME YOUTH SERVICE BUREU
    PO BOX 589
    OLD LYME,CT06371
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,000
    MULTIPLIERORG
    40 W 20TH ST
    NEW YORK,NY10011
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,623
    NAACP LEGAL DEFENSE FUND
    40 RECTOR ST
    NEW YORK,NY10006
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,000
    NATIONAL GREAT PYRENEES RESCUE
    PO BOX 1002
    BEACON,NY12508
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    NATIONAL RESOURCE DEFENSE COUNCIL
    40 W 20TH ST
    NEW YORK,NY10011
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    1275 KING STREET NW
    WASHINGTON,DC20005
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    GOODSPEED MUSICAL
    6 MAIN STREET
    E HADDAM,CT06423
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,000
    PLANNED PARENTHOOD
    PO BOX 97166
    WASHINGTON,DC20090
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,500
    SHORELINE KITCHEN SOUP
    PO BOX 804
    ESSEX,CT06426
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 3,090
    SOUTHERN POVERTY LAW CENTER (SPLC)
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    ST JUDES CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    THE ALS FOUNDATION
    1300 WILSON BOULEVARD
    ARLINGTON,VA22209
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW
    WASHINGTON,DC20001
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 3,150
    LYME FIRE COMPANY
    213 HAMBURG ROAD
    LYME,CT06371
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,000
    BROADWAYCARESORG
    165 W 46TH STREET 1300
    NEW YORK,NY10036
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    GREENWICH VILLAGE SOCIETY FOR HISTORIC PREVENTION
    232 E 11TH STREET
    NEW YORK,NY10003
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    EVERYTOWN SUPPORT FUND
    PO BOX 3886
    NEW YORK,NY10163
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,500
    COMPASSION AND CHOICES
    101 SW MADISON STREET 8009
    PORTLAND,OR97207
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    LIVING TRADITIONS INC
    315 COLUMBIA STREET
    BROOKLYN,NY11231
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    GREEN AMERICA
    1612 K ST NW STE 600
    WASHINGTON,DC20006
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    350ORG
    PO BOX 843004
    BOSTON,MA02284
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    NATIONAL FORESTS FOUNDATION
    BLDG27 STE3 FORT MISSOULA ROAD
    MISSOULA,MT59804
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,000
    PEACEFUL VALLEY DONKEY RESCUE
    8317 DUCKWORTH ROAD
    SAN ANGELO,TX76905
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    ALS ASSOCIATION
    42 BROADWAY STE1724
    NEW YORK,NY10004
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,000
    ALZHEIMER'S ASSOCIATION
    60 EAST 42ND STREET 2240
    NEW YORK,NY10165
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,000
    RAY OF LIGHT FARM
    252 TOWN SQ
    EAST HADDAM,CT06423
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    AMAZON CONSERVATION ASSOCIATION
    1012 14TH STREET NW STE625
    WASHINGTON,DC20005
    NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,000
    Total .................................bullet 3a 90,876
    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 3  
    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 53,262  
    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 89,385 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    89,385
    (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

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC
    EIN:
    13-6167961
    Category Amount
    NONE 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC
    EIN:
    13-6167961
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY 624430 - CORPORATE STOCKS 682,510 1,222,856

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC
    EIN:
    13-6167961
    US Government Securities - End of Year Book Value:

    350
    US Government Securities - End of Year Fair Market Value:

    355
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC
    EIN:
    13-6167961
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MORGAN STANLEY 624430 - MUTUAL FUNDS AT COST 599,664 597,147

    TY 2021 OtherExpensesSchedule
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC
    EIN:
    13-6167961
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 250 0   250
    INVESTMENT FEES 13,437 13,437   0
    NEW YORK STATE CHARITIES FEE 250 0   250
    OTHER DISBURSEMENTS 1,529 1,529   0