Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
WUNSCH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)215 PARK AVE SOUTH 1903
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10003
A Employer identification number

11-6006013
B Telephone number (see instructions)

(212) 889-8790
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$13,833,251
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      
4 Dividends and interest from securities... 468,115 468,115 468,115
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 605,679
b Gross sales price for all assets on line 6a 2,779,713
7 Capital gain net income (from Part IV, line 2)... 605,679
8 Net short-term capital gain......... 362,696
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,073,794 1,073,794 830,811
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)... 3,173 3,173    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,442 1,175   267
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,615 4,348   267
25 Contributions, gifts, grants paid....... 552,001 552,001
26 Total expenses and disbursements. Add lines 24 and 25 556,616 4,348   552,268
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 517,178
b Net investment income (if negative, enter -0-) 1,069,446
c Adjusted net income (if negative, enter -0-)... 830,811
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......... 224,559 670,273 670,273
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)....... 6,232,526 Click to see attachment7,137,200 9,860,220
c Investments—corporate bonds (attach schedule)....... 2,955,323 Click to see attachment2,403,516 2,357,389
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 746,557 Click to see attachment517,536 517,536
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment427,834 Click to see attachment427,834 Click to see attachment427,833
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,586,799 11,156,359 13,833,251
Liabilities 17 Accounts payable and accrued expenses.......... 32,211 84,593
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)......... 32,211 84,593
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........... 10,554,588 11,071,766
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)..... 10,554,588 11,071,766
30 Total liabilities and net assets/fund balances (see instructions). 10,586,799 11,156,359
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,554,588
2
Enter amount from Part I, line 27a .....................
2
517,178
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,071,766
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,071,766
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 2000 TORONTO DOMINION P 2020-08-24 2021-01-08
b 1000 FIRST INDL REALTY TRUST INC P 2020-12-04 2021-01-15
c 3000 FIRST INDL REALTY TRUST INC P 2020-12-15 2021-01-15
d 3000 SCHLUMBERGER LTD P 2019-10-09 2021-01-15
e 1000 APOLLO GLOBAL MGMT LLC P 2020-08-03 2021-02-08
1004 SL GREEN REALTY CORP P 2020-03-05 2021-02-08
1500 PHILLIPS 66 P 2021-01-19 2021-02-09
1000 PHILLIPS 66 P 2021-01-20 2021-02-09
1500 PHILLIPS 66 P 2021-02-02 2021-02-09
3000 APOLLO INVMT CORP P 2020-02-03 2021-03-01
1000 INTEL CORP P 2019-10-01 2021-03-01
1000 INTEL CORP P 2019-10-04 2021-03-01
1000 MICROSOFT P 2017-05-09 2021-03-01
100 AMAZON .COM P 2020-12-21 2021-03-17
4000 FRANKLIN RESOURCES INC P 2019-11-06 2021-03-17
2000 FRANKLIN RESOURCES INC P 2019-11-19 2021-03-17
2000 FRANKLIN RESOURCES INC P 2020-01-21 2021-03-17
500 AMGEN INC P 2015-11-04 2021-04-27
500 BANK OF MONTREAL CANADA P 2021-01-28 2021-04-27
1000 BANK OF MONTREAL CANADA P 2021-02-08 2021-04-27
1000 ROYAL OF BANK OF CANADA P 2021-02-05 2021-04-27
500 ROYAL OF BANK OF CANADA P 2021-02-08 2021-04-27
2000 PFIZER INC P 2021-01-21 2021-05-26
2000 PFIZER INC P 2021-03-01 2021-05-26
1000 PFIZER INC P 2021-04-05 2021-05-26
4000 ANNALY CAPITAL MGMT INC P 2015-04-17 2021-07-22
3000 ANNALY CAPITAL MGMT INC P 2015-10-01 2021-07-22
2000 ANNALY CAPITAL MGMT INC P 2019-08-05 2021-07-22
7000 ANNALY CAPITAL MGMT INC P 2020-07-10 2021-07-22
2000 COCO COLA CO P 2021-01-19 2021-07-22
2000 COCO COLA CO P 2021-01-20 2021-07-22
5000 ASSURED GTY P 2011-11-16 2021-09-27
(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 117,543   95,068 22,475
b 41,191   41,582 -391
c 123,574   121,617 1,957
d 76,347   97,646 -21,299
e 50,695   50,923 -228
64,437   84,176 -19,739
107,355   112,129 -4,774
71,570   73,332 -1,762
107,355   104,409 2,946
41,389   52,632 -11,243
60,704   50,778 9,926
60,704   49,665 11,039
229,785   69,048 160,737
305,599   31,965 273,634
115,920   114,121 1,799
57,960   55,548 2,412
57,960   51,368 6,592
127,775   68,568 59,207
46,012   38,725 7,287
92,023   76,000 16,023
93,153   82,492 10,661
46,577   41,420 5,157
79,621   73,608 6,013
79,621   67,273 12,348
39,810   36,264 3,546
33,979   41,365 -7,386
25,484   30,092 -4,608
16,989   19,121 -2,132
59,463   46,374 13,089
112,059   98,967 13,092
112,059   97,608 14,451
125,000   100,150 24,850
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       22,475
b       -391
c       1,957
d       -21,299
e       -228
      -19,739
      -4,774
      -1,762
      2,946
      -11,243
      9,926
      11,039
      160,737
      273,634
      1,799
      2,412
      6,592
      59,207
      7,287
      16,023
      10,661
      5,157
      6,013
      12,348
      3,546
      -7,386
      -4,608
      -2,132
      13,089
      13,092
      14,451
      24,850
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 2 605,679
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 3 362,696
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 14,865
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,865
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 21,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 189
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 5,946
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,946 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 ofbulletWUNSCH FOUNDATION INC Telephone no.bullet (212) 889-8790

    Located atbullet215 Park Avenue South Suite 1903NEW YORKNY ZIP+4bullet10003
    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
     
    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
    ERIC WUNSCH CFO
    2.00
    0    
    215 Park Avenue South Suite 1
    NEW YORK,NY10003
    PETER WUNSCH EXEC DIRECTOR
    6.00
    0    
    215 Park Avenue South Suite 1
    NEW YORK,NY10003
    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  
    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.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE ORGANIZATION MAKES MONETARY CONTRIBUTIONS TO VARIOUS NONPROFIT ORGANIZATIONS.THE FOUNDATION ALSO LENDS AND CONTRIBUTES ARTIFACTS TO VARIOUS MUSEUMS THROUGHOUT THE COUNTRY. ALL SUCH ASSETS ARE OWNED BY THE ORGANIZATION. 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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    9,998,662
    b
    Average of monthly cash balances.......................
    1b
    447,416
    c
    Fair market value of all other assets (see instructions)................
    1c
    457,205
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,903,283
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    10,903,283
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    163,549
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    10,739,734
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    536,987
    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
    536,987
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    14,865
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,865
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    522,122
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    522,122
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    522,122
    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 7 522,122
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 527,145
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 552,268
    a Applied to 2020, but not more than line 2a 527,145
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 25,123
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    496,999
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    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 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
    STORM KING SCHOOL
    314 MOUNTAIN ROAD
    CORNWALL ON HUDSON,NY12520
    N/A PC EDUCATION 7,000
    CENTRE COLLEGE KENTUCKY
    600 WEST WALNUT STREET
    DANVILLE,KY40422
    N/A PC EDUCATION 28,000
    KIDS OF NYU FDN
    902 BROADWAY
    NEW YORK,NY10010
    N/A PF HEALTH CARE 75,000
    TRINITY COLLEGE
    300 SUMMIT STREET
    HARTFORD,CT06106
    N/A PC EDUCATIONAL 4,800
    ATLANTIC THEATRE COMPANY
    336 WEST 20TH STREET
    NEW YORK,NY10011
    N/A PC ARTS 30,000
    BAY STREET THEATRE
    PO BOX 810
    NEW YORK,NY11963
    N/A PC ART 14,000
    ROUNDABOUT THEATRE CO
    231 WEST 39TH ST
    NEW YORK,NY10018
    N/A PC ART 5,000
    MUSEUM OF MODERN ART
    11 WEST 53 STREET
    NEW YORK,NY10019
    N/A PC ARTS 20,750
    THE RETREAT
    13 GOODFRIEND DRIVE
    EAST HAMPTON,NY11937
    N/A PC ARTS 5,000
    CITY HARVEST
    575 8TH AVENUE
    NEW YORK,NY10018
    N/A PC SOCIAL ASSISTANCE/POVERTY 8,000
    DOE FOUNDATION
    232 EAST 84TH STREET
    NEW YORK,NY10028
    N/A PF SOCIAL ASSISTANCE/POVERTY 7,000
    GODS LOVE WE DELIVER
    166 AVE OF THE AMERICAS
    NEW YORK,NY10013
    N/A N/A SOCIAL ASSISTANCE/POVERTY 10,200
    GRACE CHURCH SCHOOL
    86 FOURTH AVENUE
    NEW YORK,NY10003
    N/A PC EDUCATION 12,000
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601
    N/A PC HEALTH CARE 14,000
    FRIENDS OF THE HIGH LINE
    529 WEST 20TH STREET STE 8W
    NEW YORK,NY10011
    N/A PF ARTS 5,000
    HORTICULTURAL SOCIETY OF NEW YORK
    148 WEST 37TH STREET 13TH FLOOR
    NEW YORK,NY10018
    N/A PC RECREATION 1,000
    ROBIN HOOD FOUNDATION
    826 BROADWAY 9TH FLOOR
    NEW YORK,NY10003
    N/A PF SOCIAL ASSISTANCE/POVERTY 3,863
    TRANSPORTATION ALTERNATIVES
    127 WEST 26TH STREET STE 1002
    NEW YORK,NY10001
    N/A PF MISCELLANEOUS 30,000
    UBUNTU EDUCATION FUND
    32 BROADWAY STE 414
    NEW YORK,NY10004
    N/A PC EDUCATION 25,000
    NYU LANGONE MEDICAL CENTER
    550 FIRST AVENUE
    NEW YORK,NY10016
    N/A PC MEDICAL RESEARCH 50,000
    CITY MEALS ON WHEELS
    355 LEXINGTON AVE
    NEW YORK,NY10017
    N/A PC SOCIAL ASSISTANCE/POVERTY 18,000
    CYCLE KIDS
    5 JFK ST
    CAMBRIDGE,MA02138
    N/A PC SOCIAL ASSISTANCE/POVERTY 2,500
    HABITAT FOR HUMANITY
    121 HABITAT ST
    AMERICUS,GA31709
    N/A PC SOCIAL ASSISTANCE/POVERTY 8,500
    HYDE LEADERSHIP CHARTER SCHOOL
    730 BRYANT AVE
    BRONX,NY10474
    N/A PC EDUCATION 5,150
    OXFAM AMERICA
    226 CAUSEWAY ST 5TH FLOOR
    BOSTON,MA02114
    N/A 501C3 SOCIAL ASSISTANCE/POVERTY 5,000
    WORLD BICYCLE RELIEF
    1114 WASHINGTON AVE STE 202
    GOLDEN,CO80401
    N/A PC SOCIAL ASSISTANCE/POVERTY 11,000
    RONALD MCDONALD HOUSE
    405 E 73RD ST
    NEW YORK,NY10021
    N/A PUBLIC HEALTH 5,000
    FOOD PANTRY FARM
    55 LONG LANE
    EAST HAMPTON,NY11937
    N/A PC ADVOCACY 11,000
    GUIDE HALL OF EAST HAMPTON
    158 MAIN STREET
    EAST HAMPTON,NY11937
    N/A PC ARTS 15,500
    HASSENFELD CHILDRENS HOSPITAL
    550 FIRST AVENUE
    NEW YORK,NY10016
    N/A PC ADVOCACY 10,000
    KIM WALKER MEMORIAL FUND
    1275 York Avenue
    New York,NY10065
    N/A PC Education 1,000
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101
    N/A PC EDUCATION 5,000
    PRESERVATION SOCIETY OF NEWPORT COU
    424 BELLEVUE AVENUE
    NEWPORT,RI02840
    N/A PC PRESERVATION 5,000
    THEATRE FOR A NEW AUDIENCE
    154 CHRISTOPHER STREET SUITE 3D
    NEW YORK,NY10014
    N/A PC ARTS 1,000
    GLOBAL FUND FOR CHILDREN
    1101 14th Street NW Suite 420
    Washington,DC20005
    N/A PC Community 4,000
    METROPOLITAN MUSEUM OF ART
    1000 5th Ave
    New York,NY10028
    N/A PC Art 5,210
    THE DECORATIVE ARTS TRUST
    20 S Olive St Media
    Media,PA19063
    N/A PC Art 7,000
    WASHINGTON SQUARE PARK CONSERVANCY
    PO Box 1624
    New York,NY10276
    N/A PC Community 13,500
    ASPCA
    424 E 92nd Street
    New York,NY10128
      PC Advocacy 3,000
    NATIONAL INSTITUTE FOR REPRODUCTIVE
    14 Wall Street 3b
    New York,NY10005
      PC HEALTH 10,000
    THE VALERIE FUND
    2101 Millburn Ave
    Maplewood,NJ07040
      PC HEALTH 2,500
    TUESDAY'S CHILDREN
    10 Rockefeller Plaza 1007
    New York,NY10020
      PC ADVOCACY 2,500
    BIKE TO THE BEACH
    1990 K ST NW LBBY 2
    Washington,DC20006
      PC ENVIRONMENTAL 267
    MUDDY PAWS RESCUE
    860 Broadway
    New York,NY10003
      PC ANIMAL FOSTER 3,075
    RED HOOK INITIATIVE
    767 Hicks St
    Brooklyn,NY11231
      PC COMMUNITIES 3,186
    ST JUDE CHILDREN'S RESEARCH HOSPITA
    220 E 42 St
    New York,NY10017
      PC Medical 4,000
    BROOKLYN KINDERGARTEN SOCIETY
    25 Chapel Street 900
    Brooklyn,NY11201
      PC EDUCATION 2,100
    GREEN CITY FORCE
    630 Flushing Avenue 8th Fl
    Brooklyn,NY11206
      PC ENVIRONMENT 2,500
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET NW
    ATLANTA,GA30303
    N/A PC HEALTH 5,000
    BRIDGEHAMPTON
    116 HAMPTON ROAD
    SOUTHAMPTON,NY11968
    NONE GOV COMMUNITIES 5,000
    CLAMSHELL FOUNDATION
    PO BOX 2725
    EAST HAMPTON,NY11937
    NONE POF COMMUNITIES 3,500
    INSTITUTE FOR CAREER DEVELOPMENT
    123 WILLIAM STREET 5TH FLR
    NEW YORK,NY10038
    NONE PC EDUCATION 1,500
    AMERICAN REPETORY THEATRE
    64 BRATTLE STREET
    CAMBRIDGE,MA02138
      PC ARTS 250
    ANIMAL RESCUE HAMPTON
    124 DANIELS HOLE ROAD
    EAST HAMPTON,NY11937
      PC ANIMAL RESCUE 3,050
    KETTO
    Sumer Plaza Marol Maroshi Road
    Mumbai,Mumbai400 059
    IN
      NC SOCIAL ASSISTANCE 1,100
    MDI BIOLOGICAL LABORATORY
    159 BAR HARBOR ROAD
    BAR HARBOR,ME04609
      PC HEALTH 2,500
    NOITUS LASKY SCHOLARSHIP
    148-06 HILLSIDE AVENUE
    JAMAICA,NY11435
      NC EDUCATION 500
    PY ARTS DECOR
    215 PARK AVE SOUTH
    NEW YORK,NY10003
      NC ARTS 5,000
    SKY HIGH FARM
    675 HALL HILL ORAD
    PINE PLAINS,NY12567
      PC SOCIAL ASSISTANCE 2,000
    TUSKEGEE AIRMEN INC
    PO BOX 830060
    TUSKEGEE,AL36083
      PC ADVOCACY 500
    Total .................................bullet 3a 552,001
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    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 ............
            605,679
    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) ..   468,115 605,679
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,073,794
    (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: 21013475
    Software Version: 2021v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WUNSCH FOUNDATION INC
    EIN:
    11-6006013
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 2,403,516 2,357,389

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WUNSCH FOUNDATION INC
    EIN:
    11-6006013
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 7,137,200 9,860,220

    TY 2021 OtherAssetsSchedule
    Name:
    WUNSCH FOUNDATION INC
    EIN:
    11-6006013
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ANTIQUE GLASS/SILVER 427,833 427,833 427,833
    Rounding 1 1  


    TY 2021 OtherExpensesSchedule
    Name:
    WUNSCH FOUNDATION INC
    EIN:
    11-6006013
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Fees 1,175 1,175    
    Office Expenses 267     267


    TY 2021 TaxesSchedule
    Name:
    WUNSCH FOUNDATION INC
    EIN:
    11-6006013
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      3,173 3,173