Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE ACHELIS & BODMAN FOUNDATION
CO MANICE & BUDD LLP
Number and street (or P.O. box number if mail is not delivered to street address)420 LEXINGTON AVENUE 2803
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10170
A Employer identification number

13-6022018
B Telephone number (see instructions)

(212) 644-0322
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$157,000,877
J Accounting method:
MODIFIED CASH
(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      
4 Dividends and interest from securities... 675,178 1,543,447  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,475,770
b Gross sales price for all assets on line 6a 21,308,971
7 Capital gain net income (from Part IV, line 2)... 11,949,038
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)....... 8,136,877 1,683,296 0
12 Total. Add lines 1 through 11........ 14,287,825 15,175,781 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 309,935 15,497 0 294,438
14 Other employee salaries and wages...... 87,418 8,742 0 78,676
15 Pension plans, employee benefits....... 56,350 5,635 0 50,715
16a Legal fees (attach schedule)......... 759 190 0 569
b Accounting fees (attach schedule)....... 80,300 40,150 0 40,150
c Other professional fees (attach schedule).... 367,699 327,699 0 40,000
17 Interest............... 297,593 297,593 0 0
18 Taxes (attach schedule) (see instructions)... 350,646 115,571 0 4,808
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 112,545 11,255 0 101,290
21 Travel, conferences, and meetings....... 4,049 202 0 3,847
22 Printing and publications.......... 2,475 124 0 2,351
23 Other expenses (attach schedule)....... 62,680 859,184 0 57,426
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,732,449 1,681,842 0 674,270
25 Contributions, gifts, grants paid....... 5,715,100 5,715,100
26 Total expenses and disbursements. Add lines 24 and 25 7,447,549 1,681,842 0 6,389,370
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,840,276
b Net investment income (if negative, enter -0-) 13,493,939
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 264,737 457,384 457,384
2 Savings and temporary cash investments......... 1,929,726 3,210,764 3,210,764
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,533,629 Click to see attachment11,355,406 11,355,406
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).......... 123,928,175 Click to see attachment141,923,323 141,923,323
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment54,000 Click to see attachment54,000 Click to see attachment54,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 135,710,267 157,000,877 157,000,877
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........... 135,710,267 157,000,877
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 135,710,267 157,000,877
30 Total liabilities and net assets/fund balances (see instructions). 135,710,267 157,000,877
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
135,710,267
2
Enter amount from Part I, line 27a .....................
2
6,840,276
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
14,450,334
4
Add lines 1, 2, and 3 ..........................
4
157,000,877
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
157,000,877
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 SEACOAST CAPITAL PARTNERS III LIMITED PARTNERSHIP GAINS (LOSSES) P    
c BRIGHTWOOD CAPITAL P    
d TIFF PARTNERS 2014 LIMITED PARTNERSHIP GAINS (LOSSES) P    
e PRIVATE ADVISORS STABLE P    
HIGHCLERE INTERNATIONAL LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PRIVATE EQUITY PARTNERS P    
RCP SECONDARY LIMITED PARTNERSHIP GAINS (LOSSES) P    
LCP IX OFFSHORE P    
FORTRESS WORLDWIDE P    
PRIVATE ADVISORS SECONDARY FUND LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2008 LIMITED PARTNERSHIP GAINS (LOSSES) P    
NEW CANAAN VI LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2005 LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF PARTNERS 2013 LIMITED PARTNERSHIP GAINS (LOSSES) P    
CARLYLE INTERNATIONAL ENERGY LIMITED PARTNERSHIP GAINS (LOSSES) P    
TOPSPIN PARTNERS III P    
FORWARD VENTURES LIMITED PARTNERSHIP GAINS (LOSSES) P    
NEW CANAAN V LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF SPECIAL OPPORTUNITIES FUND LIMITED PARTNERSHIP GAINS (LOSSES) P    
RIVERSIDE ACCELERATION P    
TIFF PARTNERS 2009 LIMITED PARTNERSHIP GAINS (LOSSES) P    
APOLLO EUROPEAN P    
LIMITED PARTNERSHIPS RETURN OF CAPITAL P    
HENGISTBURY FUND P    
MCR TEXAS P    
CYPRIUM INVESTORS IV AIV P    
TIFF PEP 2012 LIMITED PARTNERSHIP GAINS (LOSSES) P    
COMMON FUND LIMITED PARTNERSHIP GAINS (LOSSES) P    
ENDOWMENT PRIVATE EQUITY PARTNERS IV, LP - LOSS ON CLOSEOUT P    
LESS: AMOUNT ATTRIBUTABLE TO UBI P    
VERDAD JAPAN FUND LIMITED PARTNERSHIP GAINS (LOSSES) P    
CYPRIUM INVESTORS IV P    
TIFF PARTNERS 2015 LIMITED PARTNERSHIP GAINS (LOSSES) P    
TIFF III LIMITED PARTNERSHIP GAINS (LOSSES) P    
MCR DULLES PARTNERS P    
TIFF PARTNERS 2006 LIMITED PARTNERSHIP GAINS (LOSSES) P    
MCR MARYLAND LLC - LOSS ON CLOSEOUT P    
NEW CANAAN VII P    
TIFF PARTNERS 2007 LIMITED PARTNERSHIP GAINS (LOSSES) P    
VISTA CREDIT PARTNERS III P    
SEACOAST CAPITAL PARTNERS IV LIMITED PARTNERSHIP GAINS (LOSSES) 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 21,308,971   15,833,201 5,475,770
b       160,329
c       44,748
d       478,732
e       448,367
      241,564
      182,464
      165,681
      165,681
      -72,126
      136,710
      2,446,967
      131,326
      129,849
      109,982
      67,570
      64,064
      63,842
      56,006
      1,045,500
      42,576
      39,293
      20,984
      0
      0
      11,803
      922
      0
      0
      0
      -114,056
      159,226
      -231
      658,356
      -3,263
      -12,801
      -13,351
      -18,687
      -44,620
      -62,496
      25,284
      -282,927
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       5,475,770
b       160,329
c       44,748
d       478,732
e       448,367
      241,564
      182,464
      165,681
      165,681
      -72,126
      136,710
      2,446,967
      131,326
      129,849
      109,982
      67,570
      64,064
      63,842
      56,006
      1,045,500
      42,576
      39,293
      20,984
      0
      0
      11,803
      922
      0
      0
      0
      -114,056
      159,226
      -231
      658,356
      -3,263
      -12,801
      -13,351
      -18,687
      -44,620
      -62,496
      25,284
      -282,927
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 11,949,038
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 6,352,885
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........................... 3 187,566
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- ..... 5 187,566
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 324,235
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.............. 7 324,235
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 10 136,669
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet136,669 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 addressbulletWWW.ACHELISBODMAN.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (212) 644-0322

    Located atbullet420 LEXINGTON AVENUENEW YORKNY ZIP+4bullet10017
    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
    RUSSELL P PENNOYER PRESIDENT/TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    JOHN N IRWIN III CHAIRMAN/TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    TATIANA POUSCHINE VICE PRESIDENT/TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    GEORGE MCCABE TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    HORACE I CRARY JR TREASURER/TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    JOHN B KRIEGER EXECUTIVE DIRECTOR/SECRETA
    40.00
    309,935 49,590 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    LESLIE LENKOWSKY TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    MAGDALENA ZAVALIA DE MIGUENS TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    OLIVER GRACE TRUSTEE
    3.00
    0 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    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
    VICKI PULUSO ADMINISTRATIVE ASSIS
    40.00
    87,418 0 0
    420 LEXINGTON AVENUE
    NEW YORK,NY10170
    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
    PATHSTONE INV. ADVISORY FEES 198,418
    24 FEDERAL STREET 8TH FLOOR
    BOSTON,MA02110
    MANICE & BUDD RENT 112,545
    420 LEXINGTON AVENUE
    NEW YORK,NY10017
    FIRST REPUBLIC INV. ADVISORY FEES 78,755
    225 BROADWAY
    NEW YORK,NY10007
    CONDON O'MEARA MCGINTY & DONNELLY AUDIT/TAX SERVICES 56,140
    1 BATTERY PARK PLAZA 7TH FLOOR
    NEW YORK,NY10004
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,963,343
    b
    Average of monthly cash balances.......................
    1b
    3,294,260
    c
    Fair market value of all other assets (see instructions)................
    1c
    131,822,777
    d
    Total (add lines 1a, b, and c).........................
    1d
    149,080,380
    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
    149,080,380
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,236,206
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    146,844,174
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    7,342,209
    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
    7,342,209
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    187,566
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    7,329
    c
    Add lines 2a and 2b............................
    2c
    194,895
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,147,314
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,147,314
    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
    7,147,314
    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 7,147,314
    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...... 433,583
    b From 2017...... 706,359
    c From 2018...... 489,557
    d From 2019...... 596,926
    e From 2020...... 558,556
    f Total of lines 3a through e ........ 2,784,981
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,389,370
    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..... 6,389,370
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 757,944 757,944
    (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 2,027,037
    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 ......
    2,027,037
    10 Analysis of line 9:
    a Excess from 2017.... 381,998
    b Excess from 2018.... 489,557
    c Excess from 2019.... 596,926
    d Excess from 2020.... 558,556
    e Excess from 2021....  
    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 e-mail address of the person to whom applications should be addressed:
    JOHN B KRIEGER EXECUTIVE DIRECTOR
    420 LEXINGTON AVE SUITE 2803
    NEW YORK,NY10170
    (212) 644-0322
    bThe form in which applications should be submitted and information and materials they should include:
    NONPROFIT ORGANIZATIONS BASED IN NEW YORK CITY AND NORTHERN NEW JERSEY THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FALL WITHIN THE PROGRAM AREAS OF THE FOUNDATION ARE WELCOME TO SUBMIT AN INQUIRY OR PROPOSAL LETTER BY EMAIL TO APPLICATION@ACHELISBODMAN.ORG. (PLEASE DO NOT SEND FULL PROPOSALS UNLESS REQUESTED.) AN INITIAL INQUIRY TO THE ACHELIS AND BODMAN FOUNDATION SHOULD INCLUDE ONLY THE FOLLOWING ITEMS: 1. A PROPOSAL LETTER THAT BRIEFLY SUMMARIZES THE HISTORY OF THE PROJECT, NEED, OBJECTIVES, TIME PERIOD, KEY STAFF, PROJECT BUDGET, AND EVALUATION PLAN. 2. LATEST ANNUAL REPORT. 3. LATEST COMPLETE AUDITED FINANCIAL STATEMENTS. 4. IRS 501(C)(3) TAX-EXEMPTION LETTER.
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION GENERALLY DOES NOT MAKE GRANTS FOR THE FOLLOWING PURPOSES OR PROGRAM AREAS: -NONPROFIT ORGANIZATIONS OUTSIDE OF NEW YORK AND NEW JERSEY -ANNUAL APPEALS, DINNER FUNCTIONS, AND FUNDRAISING EVENTS -ENDOWMENTS AND CAPITAL CAMPAIGNS -LOANS AND DEFICIT FINANCING -DIRECT GRANTS TO INDIVIDUALS -INDIVIDUAL DAY-CARE AND AFTER-SCHOOL PROGRAMS -HOUSING -ORGANIZATIONS OR PROJECTS BASED OUTSIDE THE U.S. -SMALL ART, DANCE, MUSIC, AND THEATER GROUPS -INDIVIDUAL K-12 SCHOOLS (EXCEPT CHARTER SCHOOLS) -NATIONAL HEALTH AND MENTAL HEALTH ORGANIZATIONS -GOVERNMENT AGENCIES OR NONPROFIT ORGANIZATIONS SIGNIFICANTLY FUNDED OR REIMBURSED BY GOVERNMENT AGENCIES
    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
    BRICK PRESBYTERIAN CHURCH
    62 EAST 92ND STREET
    NEW YORK,NY10128
    NONE PC 2021 STEWARDSHIP CAMPAIGN 4,000
    ACADEMIC FREEDOM ALLIANCE
    10 NASSAU STREET
    PRINCETON,NJ08542
    NONE PC GENERAL OPERATING SUPPORT 50,000
    ACHIEVEMENT FIRST
    510 WAVERLY AVENUE
    BROOKLYN,NY11238
    NONE PC AF NAVIGATOR PROGRAM IN NEW YORK CITY CHARTER SCHOOLS 160,000
    ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY
    98 E FULTON STREET
    GRAND RAPIDS,MI49503
    NONE PC CITY FAVS CONFERENCE 30,000
    AID TO THE CHURCH IN NEED
    725 LEONARD STREET PO BOX 220384
    BROOKLYN,NY11222
    NONE PC GENERAL OPERATING SUPPORT 2,000
    AMERICAN COUNCIL OF TRUSTEES AND ALUMNI
    1730 M STREET NW SUITE 600
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING SUPPORT 50,000
    AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
    1789 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING SUPPORT 2,000
    ANGLOSPHERE SOCIETY CO MS ROSEMARY SULLIVAN
    625 WYNDEMERE AVENUE
    RIDGEWOOD,NJ07450
    NONE PC A CONFERENCE, ACT IN TIME: PROTECTING IMPERILED CHRISTIANS IN ANCIENT AND OTHER LANDS 15,000
    ANIMALS ASIA
    6060 CENTER DRIVE 10TH FL
    LOS ANGELES,CA90045
    NONE PC GENERAL OPERATING SUPPORT 3,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129
    NONE PC EDUCATORS OUTDOORS PROGRAM IN NEW YORK CITY 25,000
    ASHBROOK CENTER
    401 COLLEGE AVENUE
    ASHLAND,OH44805
    NONE PC TWO TEACHER TRAINING PROGRAMS IN NYC 15,000
    ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY
    698 MILLS ROAD
    WEST POINT,NY10996
    NONE PC WEST POINT PARENTS FUND 5,000
    BILL OF RIGHTS INSTITUTE
    1310 NORTH COURTHOUSE ROAD SUITE
    620
    ARLINGTON,VA22201
    NONE PC LIFE, LIBERTY, AND PURSUIT OF HAPPINESS: A HISTORY OF THE AMERICAN EXPERIMENT 25,000
    BIPARTISAN POLICY CENTER
    1225 EYE STREET NW SUITE 1000
    WASHINGTON,DC20005
    NONE PC CONFERENCE ON SHIFTING ROLE OF THE 21ST CENTURY PRESIDENCY 50,000
    BROADWAY COMMUNITY
    601 WEST 114TH STREET
    NEW YORK,NY10025
    NONE PC GENERAL OPERATING SUPPORT 25,000
    BROOKLYN GREENWAY INITIATIVE
    153 COLUMBIA STREET
    BROOKLYN,NY11231
    NONE PC BROOKLYN WATERFRONT GREENWAY USER STUDY 25,000
    CANCER RESEARCH INSTITUTE
    29 BROADWAY 4TH FLOOR
    NEW YORK,NY10006
    NONE PC GENERAL OPERATING SUPPORT 100,000
    CATHOLIC SCHOOLS FOUNDATION
    67 BATTERYMARCH STREET 6TH FLOOR
    BOSTON,MA02110
    NONE PC GENERAL OPERATING SUPPORT 20,000
    CHAMBER MUSIC SOCIETY OF LINCOLN CENTER
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE PC GENERAL OPERATING SUPPORT 4,000
    CHESS IN THE SCHOOLS
    520 EIGHTH AVENUE FLOOR 22 SUITE
    2206
    NEW YORK,NY10018
    NONE PC COLLEGE BOUND COLLEGE SUCCESS PROGRAM 35,000
    CHILDREN'S HOPE INDIA
    7 EDGEMERE DRIVE
    ALBERTSON,NY11507
    NONE PC COVID-19 EMERGENCY RELIEF FUND 50,000
    CHRISTODORA
    1 EAST 53RD STREET 14TH FLOOR
    NEW YORK,NY10022
    NONE PC GENERAL OPERATING SUPPORT 5,000
    CITY HARVEST
    150 52ND STREET
    BROOKLYN,NY11232
    NONE PC GENERAL OPERATING SUPPORT 25,000
    CLARION MUSIC SOCIETY
    119 EAST 74TH STREET
    NEW YORK,NY10021
    NONE PC GENERAL OPERATING SUPPORT 2,500
    CLASSICAL THEATRE OF HARLEM
    8 WEST 126TH ST
    HARLEM,NY10027
    NONE PC UPTOWN SHAKESPEARE IN THE PARK SUMMER SERIES 20,000
    CO2 COALITION
    1621 NORTH KENT STREET SUITE 603
    ARLINGTON,VA22209
    NONE PC GENERAL OPERATING SUPPORT 50,000
    COLLEGE FOUNDATION UNIVERSITY OF VIRGINIA
    PO BOX 400807
    CHARLOTTESVILLE,VA22904
    NONE PC KKG CAPITAL CAMPAIGN 1,000
    COMMON GOOD INSTITUTE
    37-24 24TH STREET SUITE 137
    LONG ISLAND CITY,NY11101
    NONE PC RESEARCH ON PUBLIC SECTOR UNIONS 50,000
    COMMUNITY HELP IN PARK SLOPE
    200 FOURTH STREET
    BROOKLYN,NY11217
    NONE PC GENERAL OPERATING SUPPORT 25,000
    COMPETITIVE ENTERPRISE INSTITUTE
    1310 L STREET NW 7TH FLOOR
    WASHINGTON,DC20005
    NONE PC GENERAL OPERATING SUPPORT 50,000
    COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN OF MONMOUTH COUNTY
    400 RT 34 2ND FLOOR
    COLTS NECK,NJ07722
    NONE PC GENERAL OPERATING SUPPORT 25,000
    COVENANT HOUSE NEW YORK
    550 TENTH AVENUE
    NEW YORK,NY10018
    NONE PC COVWORKS 50,000
    DARTMOUTH NATURAL RESOURCES TRUST
    404 ELM STREET
    DARTMOUTH,MA02748
    NONE PC GENERAL OPERATING SUPPORT 2,000
    ELM PROJECT
    88 HAMILTON AVENUE
    STAMFORD,CT06902
    NONE PC 2021 CAMP AMERIKIDS SUMMER CAMP 25,000
    EMMA'S TORCH
    257 15TH STREET SUITE 404
    BROOKLYN,NY11215
    NONE PC GENERAL OPERATING SUPPORT 50,000
    COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN OF ESSEX COUNTY
    212 WASHINGTON STREET ROOM 912
    NEWARK,NJ07102
    NONE PC GENERAL OPERATING SUPPORT 25,000
    ETHICS AND PUBLIC POLICY CENTER
    1730 M STREET NW SUITE 910
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING SUPPORT 50,000
    EXODUS REFUGEE IMMIGRATION
    2457 E WSAHINGTON STREET SUITE A
    INDIANAPOLIS,IN46201
    NONE PC GENERAL OPERATING SUPPORT 5,000
    FISHERS ISLAND COMMUNITY CENTER
    PO BOX 464
    FISHERS ISLAND,NY06390
    NONE PC GENERAL OPERATING SUPPORT 1,000
    FISHERS ISLAND CONSERVANCY
    PO BOX 553
    FISHERS ISLAND,NY06390
    NONE PC GENERAL OPERATING SUPPORT 1,600
    FISHERS ISLAND FIRE DEPARTMENT
    250 ATHOL-CRESENT AVENUE PO BOX 123
    FISHERS ISLAND,NY06390
    NONE PC GENERAL OPERATING SUPPORT 1,000
    FOUNDATION FOR CULTURAL REVIEW
    900 BROADWAY SUITE 602
    NEW YORK,NY10003
    NONE PC GENERAL OPERATING SUPPORT 2,000
    FOUNDATION FOR RESEARCH ON EQUAL OPPORTUNITY
    201 WEST FIFTH STREET SUITE 1100
    AUSTIN,TX78701
    NONE PC ENERGY PROGRAM 50,000
    FRANCISCAN CHARITIES
    356 SOUTH 6TH STREET
    NEWARK,NJ07103
    NONE PC GENERAL OPERATING SUPPORT 25,000
    FRAUNCES TAVERN MUSEUM
    54 PEARL STREET
    NEW YORK,NY10004
    NONE PC EXHIITION, GOVERNMENT OFFICIES PERIOD ROOM 25,000
    FREEDOM HOUSE
    1850 M STREET NW 11TH FLOOR
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING SUPPORT 50,000
    FREEDOM HOUSE
    1850 M STREET NW 11TH FLOOR
    WASHINGTON,DC20036
    NONE PC BEIJING'S GLOBAL MEDIA INFLUENCE PROJECT 75,000
    FRESHKILLS PARK ALLIANCE
    PO BOX 719
    NEW YORK,NY10272
    NONE PC STEM CAREERS AT FRESHKILLS PARK 25,000
    FRIENDS OF THE LOBKOWICZ COLLECTIONS
    PO BOX 814
    DOVER,MA02030
    NONE PC GENERAL OPERATING SUPPORT 2,000
    FRIENDS OF THE LOBKOWICZ COLLECTIONS
    PO BOX 814
    DOVER,MA02030
    NONE PC LOBKOWICZ MUSIC COLLECTION, THE LOBKOWICZ LIBRARY AND ARCHIVE, AND DVORAK RESEARCH PROJECT 50,000
    GALLOPNYC
    88-03 70TH ROAD
    FOREST HILLS,NY11375
    NONE PC SUBSIDIES FOR LOW-INCOME RIDERS PROGRAM 20,000
    GENESYS WORKS
    55 EXCHANGE PLACE SUITE 503
    NEW YORK,NY10005
    NONE PC GENERAL OPERATING SUPPORT 50,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET 6TH FLOOR
    NEW YORK,NY10036
    NONE PC GENERAL OPERATING SUPPORT 4,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    50 WEST 45TH STREET 6TH FLOOR
    NEW YORK,NY10036
    NONE PC PROGRAMS IN THE CITY 100,000
    GIRLS ON THE RUN NJ
    PO BOX 896
    MILBURN,NJ07041
    NONE PC EVERY GIRL CAN RUN! 10,000
    GLIMMERGLASS
    PO BOX 191
    COOPERSTOWN,NY13326
    NONE PC 2021 FESTIVAL 50,000
    GREENBELT CONSERVANCY
    200 NEVADA AVENUE
    STATEN ISLAND,NY10306
    NONE PC GREENBELT VENTURE PROGRAM 10,000
    GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION
    232 EAST 11TH STREET
    NEW YORK,NY10003
    NONE PC GENERAL OPERATING SUPPORT 25,000
    GREEN-WOOD CEMETARY
    500 25TH STREET
    BROOKLYN,NY11232
    NONE PC BRIDGE TO CRAFTS CAREER PROGRAM 30,000
    HABCORE
    PO BOX 2361
    RED BANK,NJ07701
    NONE PC GENERAL OPERATING SUPPORT 25,000
    HAMILTON LINCOLN LAW INSTITUTE
    1629 K STREET NW SUITE 300
    WASHINGTON,DC20006
    NONE PC CENTER FOR CLASS ACTION FAIRNESS 50,000
    HAPPINESS IS CAMPING
    62 SUNSET LAKE ROAD
    HARDWICK,NJ07825
    NONE PC 2021 SUMMER CAMP 25,000
    HARLEM EDUCATIONAL ACTIVITIES FUND
    2090 SEVENTH AVENUE TENTH FLOOR
    NEW YORK,NY10027
    NONE PC GENERAL OPERATING SUPPORT 500
    HELEN KELLER SERVICES FOR THE BLIND
    180 LIVINGSTON STREET 2ND FLOOR
    BROOKLYN,NY11201
    NONE PC GENERAL OPERATING SUPPORT 25,000
    HETERODOX ACADEMY
    428 BROADWAY 4TH FLOOR
    NEW YORK,NY10013
    NONE PC GENERAL OPERATING SUPPORT 75,000
    HISTORIC HOUSE TRUST
    830 FIFTH AVENUE THE ARSENAL ROOM
    203
    NEW YORK,NY10065
    NONE PC GENERAL OPERATING SUPPORT 25,000
    HISTORIC LANDMARKS PRESERVATION CENTER
    720 PARK AVENUE
    NEW YORK,NY10021
    NONE PC CULTURAL MEDALLIONS PROGRAM 50,000
    HOSPITAL FOR SPECIAL SURGERY
    535 EAST 70TH STREET
    NEW YORK,NY10021
    NONE PC PERSONALIZING TREATMENT FOR CHILDREN AFFECTED BY JUVENILE DERMATOMYOSITIS 10,000
    HOTCHKISS SCHOOL ALUMNI & DEVELOPMENT OFFICE
    11 INTERLAKEN ROAD
    LAKEVILLE,CT06039
    NONE PC GENERAL OPERATING SUPPORT 1,500
    HUDSON INSTITUTE
    1201 PENNSYLVANIA AVENUE NW SUITE
    400
    WASHINGTON,DC20004
    NONE PC GENERAL OPERATING SUPPORT 4,000
    HUDSON INSTITUTE
    1201 PENNSYLVANIA AVENUE NW SUITE
    400
    WASHINGTON,DC20004
    NONE PC RESEARCH ON CHINA 150,000
    HUDSON INSTITUTE
    1201 PENNSYLVANIA AVENUE NW SUITE
    400
    WASHINGTON,DC20004
    NONE PC GENERAL OPERATING SUPPORT 4,000
    INSTITUTE FOR THE STUDY OF THE ANCIENT WORLD
    15 EAST 84TH STREET
    NEW YORK,NY10028
    NONE PC EXHIBITION, POMPEII IN COLOR 25,000
    INSTITUTE OF INTERNATIONAL EDUCATION
    ONE WORLD TRADE CENTER 36TH FLOOR
    NEW YORK,NY10007
    NONE PC AFGHANISTAN CRISIS RESPONSE 100,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168
    NONE PC GENERAL OPERATING SUPPORT 5,000
    IRISH REPERTORY THEATRE
    132 WEST 22ND STREET
    NEW YORK,NY10011
    NONE PC GENERAL OPERATING SUPPORT 25,000
    ISLAND HEALTH PROJECT
    PO BOX 344
    FISHERS ISLAND,NY06390
    NONE PC GENERAL OPERATING SUPPORT 1,000
    JACKSON LABORATORY ADVANCEMENT OFFICE
    PO BOX 254
    BAR HARBOR,ME04609
    NONE PC THE DEVELOPMENT OF NEW MOUSE MODELS FOR COVID-19 RESEARCH 200,000
    JAMESTOWN FOUNDATION
    1310 L STREET NW 7TH FLOOR SUITE
    810
    WASHINGTON,DC20005
    NONE PC TERRORISM PROGRAM 50,000
    LEGAL INSURRECTION FOUNDATION
    18 MAPLE AVENUE
    BARRINGTON,RI02806
    NONE PC CRITICAL RACE IN HIGHER EDUCATION 25,000
    LENOX HILL NEIGHBORHOOD HOUSE
    331 EAST 70TH STREET
    NEW YORK,NY10021
    NONE PC GENERAL OPERATING SUPPORT 8,000
    LEONARDO DA VINCI DNA PROJECT
    855 WEST END AVENUE APT 7B
    NEW YORK,NY10025
    NONE PC ARTEOMICS: STRENGTHENING BRIDGES 50,000
    LIGHTHOUSE WORKS
    1070 MONTAUK AVENUE305
    FISHERS ISLAND,NY06390
    NONE PC GENERAL OPERATING SUPPORT 2,000
    LITTLE SISTERS OF THE POOR QUEEN OF PEACE RESIDENCE
    110-30 221ST STREET
    QUEENS VILLAGE,NY11429
    NONE PC ANNUAL CAMPAIGN 2,000
    LUNCH BREAK
    121 DRS JAMES PARKER BOULEVARD
    RED BANK,NJ07701
    NONE PC GENERAL OPERATING SUPPORT 25,000
    MANHATTAN INSTITUTE FOR POLICY RESEARCH
    52 VANDERBILT AVENUE
    NEW YORK,NY10017
    NONE PC GENERAL OPERATING SUPPORT 4,000
    MANHATTAN INSTITUTE FOR POLICY RESEARCH
    52 VANDERBILT AVENUE
    NEW YORK,NY10017
    NONE PC METROPOLITAN MAJORITY 100,000
    MANHATTAN INSTITUTE FOR POLICY RESEARCH
    52 VANDERBILT AVENUE
    NEW YORK,NY10017
    NONE PC STUDY ON ENERGY POVERTY IN NY 50,000
    MANHATTAN INSTITUTE FOR POLICY RESEARCH
    52 VANDERBILT AVENUE
    NEW YORK,NY10017
    NONE PC INIVATIVE ON CRITICAL RACE THEORY 75,000
    ME2ORCHESTRA
    85 EAST NEWTON STREET
    BOSTON,MA02118
    NONE PC TWO CONCERTS IN NYC IN OCTOBER 2021 5,000
    METROPOLITAN OPERA GUILD
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE PC GENERAL OPERATING SUPPORT 50,000
    MONTCLAIR ORCHESTRA
    251 PARK STREET SUITE 2
    MONTCLAIR,NJ07043
    NONE PC GENERAL OPERATING SUPPORT 30,000
    MORGAN LIBRARY & MUSEUM
    225 MADISON AVENUE
    NEW YORK,NY10016
    NONE PC TWO EXHIBITIONS 50,000
    MOTHER HUBBARD'S CUPBOARD
    1100 WEST ALLEN STREET SUITE A
    BLOOMINGTON,IN47403
    NONE PC GENERAL OPERATING SUPPORT 2,000
    MUSEUM OF THE AMERICAN REVOLUTION
    101 SOUTH THIRD STREET
    PHILADELPHIA,PA19106
    NONE PC TIMELINE OF THE AMERICAN REVOLUTION 25,000
    MUSTARD SEED SCHOOL
    422 WILLOW AVENUE
    HOBOKEN,NJ07030
    NONE PC GENERAL OPERATING SUPPORT 2,000
    NASAEARNORG
    112 SOUTH MAIN STREET 181
    STOWE,VT05672
    NONE PC GENERAL OPERATING SUPPORT 2,000
    NASAEARNORG
    112 SOUTH MAIN STREET 181
    STOWE,VT05672
    NONE PC GENERAL OPERATING SUPPORT 5,000
    NATIONAL ASSOCIATION OF SCHOLARS
    420 MADISON AVENUE 7TH FLOOR
    NEW YORK,NY10017
    NONE PC RESEARCH ON MIDDLE EAST STUDIES 100,000
    PARTNERSHIP TO END ADDICTION
    485 LEXINGTON AVENUE SUITE 300
    NEW YORK,NY10017
    NONE PC MARIJUANA RESOURCE CENTER 50,000
    NATIONAL CIVIC ART SOCIETY
    300 NEW JERSEY AVENUE NW SUITE 900
    WASHINGTON,DC20001
    NONE PC PENN STATION PROJECT 50,000
    NATIONAL CONSTITUTION CENTER
    525 ARCH STREET
    PHILADELPHIA,PA19106
    NONE PC CIVICS 101: AN INTRODUCTION TO THE CONSTITUTION 50,000
    NATURAL AREAS CONSERVANCY
    1234 FIFTH AVENUE
    NEW YORK,NY10029
    NONE PC CUNY INTERNSHIP PROGRAM 25,000
    NAUMBURG ORCHESTRAL CONCERTS
    300 CENTRAL PARK WEST APT 18H
    NEW YORK,NY10024
    NONE PC SUMMER 2022 SERIES OF CONCERTS IN CENTRAL PARK 25,000
    NETWORK FOR TEACHING ENTREPRENEURSHIP
    120 WALL STREET 18TH FL
    NEW YORK,NY10005
    NONE PC NEW YORK METRO'S ENTREPRENEURSHIP IN EVERY SCHOOL PROGRAM 25,000
    NEW CITY KIDS
    240 FAIRMOUNT AVENUE
    JERSEY CITY,NJ07306
    NONE PC NEW CITY KIDS: NEW JERSEY 50,000
    NEW CIVIL LIBERTIES ALLIANCE
    1225 19TH STREET NW SUITE 450
    WASHINGTON,DC20056
    NONE PC GENERAL OPERATING SUPPORT 50,000
    NEW YORK BOTANICAL GARDEN
    200TH STREET AND KAZIMIROFF
    BOULEVARD
    BRONX,NY10458
    NONE PC GENERAL OPERATING SUPPORT 50,000
    NEW YORK CITY BALLET
    20 LINCOLN CENTER
    NEW YORK,NY10023
    NONE PC GENERAL OPERATING SUPPORT 25,000
    NEW YORK LAND CONSERVANCY
    ONE WHITEHALL STREET
    NEW YORK,NY10004
    NONE PC SACRED SITES PROGRAM IN NEW YORK CITY 50,000
    NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN
    161 WILLIAM STREET 9TH FLOOR
    NEW YORK,NY10038
    NONE PC TRAUMA RECOVERY PROGRAM 50,000
    NEW YORK SOCIETY LIBRARY
    53 EAST 79TH STREET
    NEW YORK,NY10075
    NONE PC GENERAL OPERATING SUPPORT 25,000
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024
    NONE PC GENERAL OPERATING SUPPORT 2,000
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024
    NONE PC ACADEMY FOR AMERICAN DEMOCRACY 100,000
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024
    NONE PC GENERAL OPERATING SUPPORT 2,000
    NPOWER NEW YORK
    55 WASHINGTON STREET SUITE 560
    BROOKLYN,NY11201
    NONE PC PROGRAMS IN NEW YORK AND NEW JERSEY 75,000
    NYC H20
    PO BOX 20773
    NEW YORK,NY10009
    NONE PC RESTORE THE RIDGEWOOD RESERVOIR IN QUEENS 25,000
    OPPORTUNITY AMERICA
    737 8TH STREET SUITE 201
    WASHINGTON,DC20003
    NONE PC ADVANCING INDUSTRY CREDENTIALS AT CUNY 50,000
    PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY
    PO BOX 60485
    PASADENA,CA91116
    NONE PC CENTER FOR MEDICAL ECONOMICS AND INNOVATION 50,000
    PAIDEIA INSTITUTE FOR HUMANISTIC STUDY
    540 PRESIDENT STREET 3RD FLOOR
    BROOKLYN,NY11215
    NONE PC CURRICULUM PROGRAMS 50,000
    PARENTS DEFENDING EDUCATION
    4532 LEE HIGHWAY NUMBER 119
    ARLINGTON,VA22207
    NONE PC GENERAL OPERATING SUPPORT 25,000
    PER SCHOLAS
    804 EAST 138TH STREET 2ND FLOOR
    BRONX,NY10454
    NONE PC PROGRAMS AT THE TECH TRAINING CAMPUS IN BROOKLYN 50,000
    PHILANTHROPY ROUNDTABLE
    1120 20T STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036
    NONE PC PROTECTING PHILANTHROPIC FREEDOM INITIATIVE 50,000
    POLICE ATHLETIC LEAGUE
    34 1/2 EAST 12TH STREET
    NEW YORK,NY10003
    NONE PC COLLEGE ACCESS AND PERSISTENCE PROGRAM 35,000
    PRAGER UNIVERSITY FOUNDATION
    15021 VENTURA BOULEVARD
    SHERMAN OAKS,CA91403
    NONE PC PRAGERU KIDS 75,000
    PRINCETON UNIVERSITY
    83 PROSPECT AVENUE
    PRINCETON,NJ08540
    NONE PC GENERAL OPERATING SUPPORT 10,000
    QUEENS BOTANICAL GARDEN
    43-50 MAIN STREET
    FLUSHING,NY11355
    NONE PC GENERAL OPERATING SUPPORT 25,000
    READING TEAM
    2090 ADAM CLAYTON POWELL JR
    BOULEVARD SUITE 100
    NEW YORK,NY10027
    NONE PC GENERAL OPERATING SUPPORT 25,000
    REAL CLEAR FOUNDATION
    666 DUNDEE ROAD BUILDING 600
    NORTHBROOK,IL60062
    NONE PC REALCLEARINVESTIGATORS 25,000
    RETHINKNYC
    100 ROCHESTER AVENUE
    BROOKLYN,NY11033
    NONE PC 3D ANIMATION MODEL AS PART OF PENN STATION INITIATIVE 25,000
    ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10021
    NONE PC LABORATORY OF CHEMICAL BIOLOGIST 500,000
    ROMAN CATHOLIC DIOCESE OF BROOKLYN
    310 PROSPECT PARK WEST
    BROOKLYN,NY11215
    NONE PC TABLET BRIGHT CHRISTMAS FUND 2,000
    ROOTS AND WINGS FOUNDATION
    75 BLOOMFIELD AVENUE SUITE 303
    DENVILLE,NJ07834
    NONE PC GENERAL OPERATING SUPPORT 30,000
    ROSENWALD PARK CAMPAIGN
    19 MAPLEWOOD PARK COURT
    BETHESDA,MD20814
    NONE PC GENERAL OPERATING SUPPORT 1,500
    SCHOOL OF AMERICAN BALLET
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE PC GENERAL OPERATING SUPPORT 25,000
    SECOND STAGE THEATRE
    1501 BROADWAY SUITE 518
    NEW YORK,NY10128
    NONE PC GENERAL OPERATING SUPPORT 25,000
    SHORE CLUBHOUSE
    266 BROADWAY
    LONG BRANCH,NJ07740
    NONE PC EMPLOYEMENT PROGRAMS 40,000
    SISTERS OF LIFE
    38 MONTEBELLO ROAD
    SUFFERN,NY10901
    NONE PC GENERAL OPERATING SUPPORT 2,000
    SPECIAL PEOPLE UNITES TO RIDE
    805 NEWMAN SPRINGS ROAD
    LINCROFT,NJ07738
    NONE PC GENERAL OPERATING SUPPORT 10,000
    ST FRANCIS XAVIER CHURCH
    225 6TH AVENUE
    BROOKLYN,NY11215
    NONE PC GENERAL OPERATING SUPPORT 2,000
    ST JOHN'S BREAD AND LIFE
    795 LEXINGTON AVENUE
    BROOKLYN,NY11221
    NONE PC GENERAL OPERATING SUPPORT 25,000
    STAND FOUNDATION
    PO BOX 15022
    CHESAPEAKE,VA23328
    NONE PC GENERAL OPERATING SUPPORT 20,000
    STAND FOUNDATION
    PO BOX 15022
    CHESAPEAKE,VA23328
    NONE PC AWAKENING HEARTS AND MINDS PROJECT 50,000
    SCAN-HARBOR
    345 EAST 102ND STREET
    NEW YORK,NY10029
    NONE PC VIOLENCE PREVENTION PROGRAM 20,000
    SYMPHONY SPACE
    2537 BROADWAY
    NEW YORK,NY10025
    NONE PC GENERAL OPERATING SUPPORT 25,000
    TAX FOUNDATION
    1325 G STREET NW SUITE 950
    WASHINGTON,DC20005
    NONE PC CENTER FOR STATE TAX POLICY 50,000
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 298240
    FORT WORTH,TX76129
    NONE PC UNIVERSITY'S GREATEST NEED 1,500
    THOMAS B FORDHAM INSTITUTE
    1016 16TH STREET NW 8TH FL
    WASHINGTON,DC20036
    NONE PC A STUDY ON HOW FOR-PROFIT AND NONPROFIT CHARTER SCHOOLS DIFFER IN THEIR EFFECTIVENESS, FINANCES, AND OPERATIONS 50,000
    UNION SETTLEMENT ASSOCIATION
    237 EAST 104TH STREET
    NEW YORK,NY10029
    NONE PC SENIOR MEAL PROGRAM 25,000
    UNITED WAY OF MONROE COUNTY
    441 S COLLEGE AVENUE
    BLOOMINGTON,IN47403
    NONE PC GENERAL OPERATING SUPPORT 1,000
    UPWARDLY GLOBAL
    123 W MADISON SUITE 1950
    CHICAGO,IL60602
    NONE PC AFGHAN REFUGEES IN THE NEW YORK CITY AREA 25,000
    VERTEX PARTNERSHIP ACADEMIES
    1160 BEACH AVENUE
    BRONX,NY10472
    NONE PC NEW CHARTER HIGH SCHOOL IN THE BRONX 100,000
    VISITING NEIGHBORS
    3 WASHINGTON SQUARE VILLAGE SUITE
    1F
    NEW YORK,NY10012
    NONE PC GENERAL OPERATING SUPPORT 25,000
    VOICES OF ASCENSION CHORUS & ORCHESTRA
    12 WEST 11TH STREET
    NEW YORK,NY10011
    NONE PC GENERAL OPERATING SUPPORT 25,000
    WASHINGTON UNIVERSITY MCKELVEY SCHOOL OF ENGINEERING
    MSC 1100-122-303 1 BROOKINGS DRIVE
    SAINT LOUIS,MO63130
    NONE PC MCKELVEY SCHOOL OF ENGINEERING 10,000
    WAVE HILL
    675 WEST 252ND STREET
    BRONX,NY10471
    NONE PC GENERAL OPERATING SUPPORT 25,000
    WENDE MUSEUM OF THE COLD WAR
    10808 CULVER BOULEVARD
    CULVER CITY,CA90230
    NONE PC GENERAL OPERATING SUPPORT 25,000
    WILD BIRD FUND
    565 COLUMBUS AVENUE
    NEW YORK,NY10024
    NONE PC GENERAL OPERATING SUPPORT 2,000
    WILLIAM F BUCKLEY JR PROGRAM AT YALE
    234 CHURCH STREET 7TH FLOOR
    NEW HAVEN,CT06510
    NONE PC GENERAL OPERATING SUPPORT 35,000
    WITHERSPOON INSTITUTE
    16 STOCKTON STREET
    PRINCETON,NJ08540
    NONE PC GENERAL OPERATING SUPPORT 10,000
    WOODSON CENTER
    1625 K STREET NW SUITE 410
    WASHINGTON,DC20006
    NONE PC GENERAL OPERATING SUPPORT 4,000
    WORK FIRST FOUNDATION
    228 EAST 45TH STREET 16TH FLOOR
    NEW YORK,NY10017
    NONE PC FILM PROJECT, SAVING GOTHAM 25,000
    YANKEE INSTITUTE FOR PUBLIC POLICY
    216 MAIN STREET
    HARTFORD,CT06106
    NONE PC GENERAL OPERATING SUPPORT 25,000
    NEW YORK COMMON PANTRY
    8 EAST 109TH STREET
    NEW YORK,NY10029
    NONE PC GENERAL OPERATING SUPPORT 25,000
    Total .................................bullet 3a 5,715,100
    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 ...........
             
    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 ............
      114,056 18 5,475,770  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINCOME FROM LIMITED PARTNERSHIPS
      0 14 6,453,581 0
    bOTHER INVESTMENT INCOME   0 14 1,683,296 0
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 119,022 14,282,859 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    14,401,881
    (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 AccountingFeesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDITING AND TAX SERVICES 56,140 28,070 0 28,070
    BOOKKEEPING SERVICES 24,160 12,080 0 12,080

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC. 460,020 460,020
    AXALTA COATING SYSTEMS LTD 606,096 606,096
    BANK OF AMERICA CORP 533,880 533,880
    BERKSHIRE HATHAWAY INC CL B 654,810 654,810
    COCA - COLA CO 621,705 621,705
    CORNING INC 294,117 294,117
    DEVON ENERGY CORPORATION NEW 230,690 230,690
    DUPONT DE NEMOURS INC 237,735 237,735
    FEDEX CORP 594,872 594,872
    GENERAL MOTORS 598,026 598,026
    GRAPHIC PACKAGING HLDG CO 534,300 534,300
    HANESBRANDS INC. 511,548 511,548
    INTERNATIONAL FLAVORS & FRAGRANCES 352,220 352,220
    LIONS GATE ENTERTAINMENT CORPORATION 761,805 761,805
    MANDIANT, INC 592,852 592,852
    MERCK & CO INC 574,800 574,800
    MICRON TECHNOLOGY INC 540,270 540,270
    REGIONS FINL CORP 555,900 555,900
    URBAN OUTFITTERS INC 578,392 578,392
    WABTEC CORP 580,293 580,293
    WALGREENS BOOTS ALLIANCE INC 646,784 646,784
    WALT DISNEY CO 294,291 294,291

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALLIANCE BERNSTEIN FMV 2,914,400 2,914,400
    APOLLO EUROPEAN PRIN. FINANCE FUND III FMV 1,081,199 1,081,199
    ARES PRIVATE CREDIT SOLUTIONS FMV 486,558 486,558
    ARKA INDIA FUND FMV 3,071,809 3,071,809
    ARTISAN INTL VALUE FUND FMV 10,257,068 10,257,068
    BRIGHTWOOD CAPITAL SBIC II LP FMV 200,149 200,149
    BROWN ADVISORY WINSLOW FMV 6,921,867 6,921,867
    CARLYLE INT'L ENERGY PARTNERS FMV 1,020,933 1,020,933
    CYPRIUM INVESTORS IV AIV I, LP FMV 354,587 354,587
    CYPRIUM INVESTORS IV, L.P. FMV 1,063 1,063
    DELAWARE EMERGING MARKETS FMV 3,927,561 3,927,561
    DORCHESTER CAPITAL SECONDARIES FMV 1,540,258 1,540,258
    ELLIOTT INTERNATIONAL FMV 6,547,721 6,547,721
    FORTRESS INVESTMENT FMV 3,089,553 3,089,553
    FORWARD VENTURES IV LP FMV 155,138 155,138
    HENGISTBURY FUND FMV 4,537,865 4,537,865
    HIGH GROUND INVESTMENT MANAGEMENT FUND LTD FMV 1,071,859 1,071,859
    HIGHCLERE INTERNATIONAL FMV 1,551,276 1,551,276
    LCP IX OFFSHORE FUND FMV 3,118,811 3,118,811
    MAKAIRA OFFSHORE INVESTORS FMV 12,832,523 12,832,523
    MCR DULLES FMV 171,867 171,867
    MCR HOSPITALITY FMV 2,468,602 2,468,602
    MCR TEXAS FMV 648,878 648,878
    NEW CANAAN FUNDING MEZZ. VI FMV 801,033 801,033
    NEW CANAAN FUNDING MEZZ. VII FMV 653,887 653,887
    NEW CANANN FUNDING MEZZ. V FMV 691,859 691,859
    PATHSTONE FMV 757,193 757,193
    PORTOLAN PILOT LONG FMV 13,489,274 13,489,274
    PRIVATE ADVISORS SECONDARY FUND VI FMV 1,295,949 1,295,949
    PRIVATE ADVISORS STABLE VALUE FMV 3,008,499 3,008,499
    QUINN OPPORTUNITIES OFFSHORE LTD. FMV 2,301,669 2,301,669
    RBC EMERGING MARKETS FMV 3,280,069 3,280,069
    RCP SECOND. OPPORT. FUND II LP FMV 477,250 477,250
    RIVERSIDE ACCELERATION CAPITAL FUND II, LP FMV 611,974 611,974
    SEACOAST CAPITAL FMV 2,493,444 2,493,444
    SILVER POINT CAPITAL OFFSHORE FUND, LTD FMV 4,184,353 4,184,353
    STEELHEAD PATHFINDER FUND FMV 2,400,266 2,400,266
    TIFF PARTNERS III L.P. FMV 5,439 5,439
    TIFF PRVT EQUITY PARTNERS 2013 FMV 2,736,287 2,736,287
    TIFF PRVT EQUITY PARTNERS 2014 FMV 2,124,029 2,124,029
    TIFF PRVT EQUITY PARTNERS 2015 FMV 5,811,221 5,811,221
    TIFF SECONDARY PARTNERS 2005 FMV 127,156 127,156
    TIFF SECONDARY PARTNERS 2006 FMV 57,013 57,013
    TIFF SECONDARY PARTNERS 2007 FMV 1,045,832 1,045,832
    TIFF SECONDARY PARTNERS 2008 FMV 863,442 863,442
    TIFF SECONDARY PARTNERS 2009 FMV 137,382 137,382
    TIFF SECONDARY PARTNERS 2012 FMV 3,612,529 3,612,529
    TIFF SPECIAL OPPORTUNITY FUND FMV 981,263 981,263
    TOPSPIN PARTNERS III FMV 948,787 948,787
    VANGUARD ST BOND INDEX FMV 10,034,912 10,034,912
    VERDAD JAPAN FUND FMV 1,984,435 1,984,435
    VISTA CREDIT PARTNERS FMV 641,967 641,967
    WCM FOCUSED INT'L GROWTH FMV 6,393,365 6,393,365

    TY 2021 LegalFeesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 759 190 0 569


    TY 2021 OtherAssetsSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 54,000 54,000 54,000


    TY 2021 OtherExpensesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 391 20 0 371
    TELEPHONE 19,742 987 0 18,755
    POSTAGE 157 8 0 149
    MISCELLANEOUS 42,390 4,239 0 38,151
    LIMITED PARTNERSHIP EXPENSES 0 941,516 0 0
    LESS: AMOUNT ATTRIBUTABLE TO UBIT 0 -87,586 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LESS: AMOUNT ATTRIBUTABLE TO UBIT   -205,402  
    INCOME FROM LIMITED PARTNERSHIPS 6,453,581 205,402 0
    OTHER INVESTMENT INCOME 1,683,296 1,683,296 0


    TY 2021 OtherIncreasesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 14,450,334


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 297,739 297,739 0 0
    CUSTODIAL FEES 29,960 29,960 0 0
    CONSULTING FEE 40,000 0 0 40,000


    TY 2021 TaxesSchedule
    Name:
    THE ACHELIS & BODMAN FOUNDATION
     
    CO MANICE & BUDD LLP
    EIN:
    13-6022018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING TAXES PAID THROUGH PARTNERSHIPS 112,759 112,759 0 0
    LESS: AMOUNT ATTRIBUTED TO UBI 0 -267 0 0
    FEDERAL EXCISE TAX 230,000 0 0 0
    STATE UBI TAXES 7,887 3,079 0 4,808