TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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 ZEGAR FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)CO GELLER ADVISORS LLC PO BOX 151
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10150

A Employer identification number

13-7548507

B Telephone number (see instructions)

(212) 583-6001

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$294,918,246J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	20,083,209
2	Check .............
3	Interest on savings and temporary cash investments	419
4	Dividends and interest from securities...	5,300,446		5,300,446
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		9,656,161
b	Gross sales price for all assets on line 6a 69,345,170
7	Capital gain net income (from Part IV, line 2)...			14,323,066
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).......		390,282	247,119
12	Total. Add lines 1 through 11........	35,430,517		19,870,631
13	Compensation of officers, directors, trustees, etc.	201,746		0	201,746
14	Other employee salaries and wages......	715,517		0	715,517
15	Pension plans, employee benefits.......	325,224		0	325,224
16a	Legal fees (attach schedule).........		4,616	0	4,616
b	Accounting fees (attach schedule).......		62,000	31,000	31,000
c	Other professional fees (attach schedule)....		487,363	459,656	27,707
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		207,501	7,501	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	5,372		0	5,372
22	Printing and publications..........
23	Other expenses (attach schedule).......		1,062,604	1,044,380	17,400
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	3,071,943		1,542,537	1,328,582
25	Contributions, gifts, grants paid.......	16,308,245			16,308,245
26	Total expenses and disbursements. Add lines 24 and 25	19,380,188		1,542,537	17,636,827
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	16,050,329
b	Net investment income (if negative, enter -0-)			18,328,094
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		169,889	169,889
	2	Savings and temporary cash investments.........	8,112,348	12,280,193	12,280,193
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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) 300,000
		Less: allowance for doubtful accounts 0	300,000	300,000	300,000
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	13,296,524	12,418,740	12,332,787
	b	Investments—corporate stock (attach schedule).......	179,506,104	193,007,801	227,883,364
	c	Investments—corporate bonds (attach schedule).......	8,098,915	8,028,166	7,942,747
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............	6,830,311	7,335,921	7,348,978
	13	Investments—other (attach schedule)..........	22,724,315	22,253,978	26,660,288
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	238,868,517	255,794,688	294,918,246
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	267,077,814	287,161,022
	28	Retained earnings, accumulated income, endowment, or other funds	-28,209,297	-31,366,334
	29	Total net assets or fund balances (see instructions).....	238,868,517	255,794,688
	30	Total liabilities and net assets/fund balances (see instructions).	238,868,517	255,794,688

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

238,868,517

Enter amount from Part I, line 27a .....................

16,050,329

Other increases not included in line 2 (itemize) bullet

999,953

Add lines 1, 2, and 3 ..........................

255,918,799

Decreases not included in line 2 (itemize) bullet

124,111

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

255,794,688

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	K-1: AG ENERGY PARTNERS II LP	P
b	K-1: AG ENERGY PARTNERS LP	P
c	K-1: GELLER MULTI-VINTAGE I LLC	P
d	K-1: GELLER MULTI-VINTAGE II LLC	P
e	K-1: GELLER MULTI-VINTAGE III LLC	P
	K-1: GELLER SELECT ALTERNATIVES LLC	P
	PUBLICLY TRADED SECURITIES		2021-01-01	2021-12-31
	PUBLICLY TRADED SECURITIES		2021-01-01	2021-12-31
	UNRELATED BUSINESS (GAIN)/LOSS ON FORM 990-T	P
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a			61,805
b			-70,614
c			685,130
d			544,325
e			579,312
			339,691
	14,289,884	9,017,634	5,272,250
	50,368,414	47,540,962	2,827,452
			-603,157
	4,686,872		4,686,872

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			61,805
b			-70,614
c			685,130
d			544,325
e			579,312
			339,691
			5,272,250
			2,827,452
			-603,157
			4,686,872

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	14,323,066
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 ...................		3

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 and enter “N/A" on line 1.
	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	254,761
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	254,761
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	374,105
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	200,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	574,105
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	319,344
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax319,344	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

NONE

The books are in care of bullet

CHARLES POMO CO GELLER ADVISORS LL Telephone no. bullet

(212) 583-6001

Located at bullet

PO BOX 1510NEW YORKNY ZIP+4 bullet

10150

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

Yes

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
CHARLES M ZEGAR	TRUSTEE/FINANCIAL DIRECTOR 10.00	0	0
C/O GELLER ADVISORS LLC PO BOX 1510 NEW YORK,NY10150	TRUSTEE/FINANCIAL DIRECTOR 10.00	0	0
MERRYL SNOW ZEGAR	TRUSTEE/MANAGING DIRECTOR 30.00	0	0
C/O GELLER ADVISORS LLC PO BOX 1510 NEW YORK,NY10150	TRUSTEE/MANAGING DIRECTOR 30.00	0	0
LAN THI PHAM	CHIEF OPERATING OFFICER 40.00	201,746	23,572
C/O GELLER ADVISORS LLC PO BOX 1510 NEW YORK,NY10150	CHIEF OPERATING OFFICER 40.00	201,746	23,572

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
BRUCE M DENNIS	PROGRAM DIRECTOR & C 40.00	228,086	7,723	0
C/O GELLER ADV LLC PO BOX 1510 NEW YORK,NY10150	PROGRAM DIRECTOR & C 40.00	228,086	7,723	0
CARLOS R DELOS REYES	FIN. DIR. OF GRANTS 40.00	179,365	40,411	0
C/O GELLER ADV LLC PO BOX 1510 NEW YORK,NY10150	FIN. DIR. OF GRANTS 40.00	179,365	40,411	0
STEVEN T KELLY	STAFF ATTORNEY 40.00	173,904	22,735	0
C/O GELLER ADV LLC PO BOX 1510 NEW YORK,NY10150	STAFF ATTORNEY 40.00	173,904	22,735	0
ROBERT A COOK	GRANT DEVELOPMENT OF 40.00	151,646	5,429	0
C/O GELLER ADV LLC PO BOX 1510 NEW YORK,NY10150	GRANT DEVELOPMENT OF 40.00	151,646	5,429	0
JOSEPH BAVUSO	FOUNDATION LIAISON 40.00	52,400	51,997	0
C/O GELLER ADV LLC PO BOX 1510 NEW YORK,NY10150	FOUNDATION LIAISON 40.00	52,400	51,997	0
Total number of other employees paid over $50,000...................				0

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
GELLER ADVISORS LLC	INVESTMENT, ACCOUNTING, AND TAX SERVICES	414,968
PO BOX 1510 NEW YORK,NY10150	INVESTMENT, ACCOUNTING, AND TAX SERVICES	414,968
CHARLES SCHWAB & CO INC	INVESTMENT, BROKERAGE SERVICES	106,688
211 MAIN STREET SAN FRANCISCO,CA94105	INVESTMENT, BROKERAGE SERVICES	106,688

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

241,110,174

Average of monthly cash balances.......................

6,933,717

Fair market value of all other assets (see instructions)................

26,336,481

Total (add lines 1a, b, and c).........................

274,380,372

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

274,380,372

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

4,115,706

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

270,264,666

Minimum investment return. Enter 5% (0.05) of line 5................

13,513,233

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.)

Minimum investment return from Part IX, line 6..................

13,513,233

Tax on investment income for 2021 from Part V, line 5.......

254,761

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

254,761

Distributable amount before adjustments. Subtract line 2c from line 1............

13,258,472

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

13,258,472

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

13,258,472

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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					13,258,472
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......	5,845,791
f Total of lines 3a through e ........		5,845,791
4Qualifying distributions for 2021 from Part
XI, line 4: $ 17,636,827
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.....					13,258,472
e Remaining amount distributed out of corpus		4,378,355
5 Excess distributions carryover applied to 2021.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		10,224,146
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 ......		10,224,146
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....	5,845,791
e Excess from 2021....	4,378,355

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

CHARLES M ZEGAR

MERRYL SNOW ZEGAR

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AFRICAN WOMEN RISING 810 COLD SPRING RD SANTA BARBARA,CA93108	NONE	PC	GENERAL PURPOSE CONTRIBUTION	110,000
ARBOR BROTHERS INC 56 EAST 126TH STREET NEW YORK,NY10035	NONE	PC	GENERAL PURPOSE CONTRIBUTION	125,000
ASYLUM SEEKER ADVOCACY PROJECT INC 228 PARK AVE S SUITE 84810 NEW YORK,NY10003	NONE	PC	GENERAL PURPOSE CONTRIBUTION	50,000
BARD COLLEGE CAMPUS ROAD PO BOX 5000 ANNANDALEONHUDSON,NY125045000	NONE	PC	GENERAL PURPOSE CONTRIBUTION	50,000
CARBON MAPPER INC 12 S RAYMOND AVE STE B PASADENA,CA91105	NONE	PC	GENERAL PURPOSE CONTRIBUTION	999,960
CENTER FOR BIOLOGICAL DIVERSITY INC PO BOX 710 TUSCAN,AZ85702	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
CENTER FOR CONSTITUTIONAL RIGHTS 666 BROADWAY 7TH FLOOR NEW YORK,NY10012	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
CENTER FOR INTERNATIONAL LAW 185 WEST BROADWAY NEW YORK,NY10013	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
CITY HARVEST INC 6 EAST 32ND STREET 5TH FL NEW YORK,NY10016	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
CLIMATE AND CLEAN ENERGY EQUITY FUND 1629 K ST NW STE 300 WASHINGTON,DC20006	NONE	PC	GENERAL PURPOSE CONTRIBUTION	100,000
COMMUNITY ENVIRONMENTAL COUNCIL 1219 STATE STREET SANTA BARBARA,CA93101	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
CONGREGATION B'NAI B'RITH 1000 SAN ANTONIO CREEK ROAD SANTA BARBARA,CA93111	NONE	PC	GENERAL PURPOSE CONTRIBUTION	500,000
CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY INC PO BOX 29361 SAN FRANCISCO,CA94129	NONE	PC	GENERAL PURPOSE CONTRIBUTION	7,500
DOCTORS WITHOUT BORDERS USA INC 40 RECTOR STREET 16TH FLOOR NEW YORK,NY10006	NONE	PC	GENERAL PURPOSE CONTRIBUTION	40,000
EARTH ISLAND INSTITUTE INC 2150 ALLSTON WAY SUITE 460 BERKELEY,CA94704	NONE	PC	PLASTIC POLLUTION COALITION	50,000
EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO,CA94111	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
ENVIRONMENTAL DEFENSE FUND INCORPORATED 257 PARK AVENUE SOUTH NEW YORK,NY10010	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
ENVIRONMENTAL GRANTMAKERS ASSOCIATION 475 RIVERSIDE DRIVE NEW YORK,NY10115	NONE	PC	GENERAL PURPOSE CONTRIBUTION	8,000
EXPONENT PHILANTHROPY 1720 N STREET NW WASHINGTON,DC20036	NONE	PC	GENERAL PURPOSE CONTRIBUTION	2,500
FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO,IL60601	NONE	PC	GENERAL PURPOSE CONTRIBUTION	250,000
FERNANDO PULLUM COMMUNITY ARTS CENTER PO BOX 561528 LOS ANGELES,CA90056	NONE	PC	GENERAL PURPOSE CONTRIBUTION	350,000
GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES PO BOX 2178 PETALUMA,CA94953	NONE	PC	GENERAL PURPOSE CONTRIBUTION	7,500
HUMAN RIGHTS WATCH INC 350 FIFTH AVENUE 34TH FLOOR NEW YORK,NY101183299	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
ICIVICS INC 1035 CAMBRIDGE STREET SUITE 21B CAMBRIDGE,MA02141	NONE	PC	GENERAL PURPOSE CONTRIBUTION	75,000
IMMIGRANT JUSTICE CORPS INC 17 BATTERY PLACE SUITE 1234 NEW YORK,NY10004	NONE	PC	GENERAL PURPOSE CONTRIBUTION	180,000
IMMIGRANT LEGAL RESOURCE CENTER 1458 HOWARD STREET SAN FRANCISCO,CA94103	NONE	PC	GENERAL PURPOSE CONTRIBUTION	40,000
INNOCENCE PROJECT 40 WORTH STREET SUITE 701 NEW YORK,NY10013	NONE	PC	GENERAL PURPOSE CONTRIBUTION	75,000
JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD NO N4327B BALTIMORE,MD21211	NONE	PC	GENERAL PURPOSE CONTRIBUTION	101,091
LAGUNA BLANCA SCHOOL 4125 PALOMA DRIVE SANTA BARBARA,CA93110	NONE	PC	GENERAL PURPOSE CONTRIBUTION	250,000
LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC 120 WALL STREET 19TH FLOOR NEW YORK,NY100053904	NONE	PC	GENERAL PURPOSE CONTRIBUTION	50,000
LONG ISLAND UNIVERSITY 700 NORTHERN BLVD BROOKVILLE,NY115481326	NONE	PC	GENERAL PURPOSE CONTRIBUTION	61,250
LOWER EAST SIDE TENEMENT MUSEUM 103 ORCHARD STREET NEW YORK,NY100023132	NONE	PC	GENERAL PURPOSE CONTRIBUTION	335,000
MAKE THE ROAD NEW YORK 92-10 ROOSEVELT AVENUE JACKSON HEIGHTS,NY11372	NONE	PC	GENERAL PURPOSE CONTRIBUTION	100,000
MUSIC ACADEMY OF THE WEST 1070 FAIRWAY DRIVE SANTA BARBARA,CA93108	NONE	PC	GENERAL PURPOSE CONTRIBUTION	50,000
NEIGHBORHOOD TRUST FINANCIAL PARTNERS INC 530 WEST 166TH STREET 4TH FLOOR NEW YORK,NY10032	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON,DC20036	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
NEW YORK CITY CENTER INC 130 WEST 56TH STREET NO 9TH FL NEW YORK,NY10019	NONE	PC	GENERAL PURPOSE CONTRIBUTION	35,000
NEW YORK CIVIL LIBERTIES UNION 125 BROAD STREET 19TH FLOOR NEW YORK,NY10004	NONE	PC	GENERAL PURPOSE CONTRIBUTION	70,000
NEW YORK SHAKESPEARE FESTIVAL 425 LAFAYETTE STREET NEW YORK,NY10003	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
NEW YORK UNIVERSITY 105 E 17TH STREET - 2ND FLOOR NEW YORK,NY100039580	NONE	PC	GENOME CENTER - TO SUPPORT RESEARCH AT THE UNIVERSITY CENTER	1,458,914
NEW YORK UNIVERSITY 105 E 17TH STREET - 2ND FLOOR NEW YORK,NY100039580	NONE	PC	GENERAL PURPOSE CONTRIBUTION	530,636
PACE UNIVERSITY ONE PACE PLAZA NEW YORK,NY100381598	NONE	PC	GENERAL PURPOSE CONTRIBUTION	50,000
PACIFIC PRIDE FOUNDATION 608 ANACAPA ST SANTA BARBARA,CA93101	NONE	PC	GENERAL PURPOSE CONTRIBUTION	60,000
PHILANTRHOPY NEW YORK INC 320 EAST 43RD STREET NEW YORK,NY10017	NONE	PC	GENERAL PURPOSE CONTRIBUTION	17,350
PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM STREET SUITE 10 FL NEW YORK,NY10038	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
PROPUBLICA 155 AVENUE OF THE AMERICAS 13 FL NEW YORK,NY10013	NONE	PC	GENERAL PURPOSE CONTRIBUTION	75,000
PUBLICSQUARE 3463 STATE ST 229 SANTA BARBARA,CA93105	NONE	PC	GENERAL PURPOSE CONTRIBUTION	30,000
ROBIN HOOD FOUNDATION 826 BROADWAY SUITE 9TH FL NEW YORK,NY10003	NONE	PC	GENERAL PURPOSE CONTRIBUTION	350,000
ROCKEFELLER PHILANTHROPY ADVISORS INC 6 WEST 48TH STREET 10TH FL NEW YORK,NY10036	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
ROCKEFELLER PHILANTHROPY ADVISORS INC 6 WEST 48TH STREET 10TH FL NEW YORK,NY10036	NONE	PC	PLASTIC SOLUTIONS FUND	500,000
SAFE PASSAGE PROJECT CORPORATION 185 WEST BROADWAY NEW YORK,NY10013	NONE	PC	GENERAL PURPOSE CONTRIBUTION	250,000
SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC 1214 STATE STREET 6TH FLOOR SANTA BARBARA,CA93101	NONE	PC	GENERAL PURPOSE CONTRIBUTION	50,000
SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC 1214 STATE STREET 6TH FLOOR SANTA BARBARA,CA93101	NONE	PC	FORGIVENESS OF LOAN INTEREST	24,319
SANTA BARBARA MUSEUM OF ART 1130 STATE ST SANTA BARBARA,CA93101	NONE	PC	GENERAL PURPOSE CONTRIBUTION	125,000
SANTA BARBARA PUBLIC LIBRARY FOUNDATION 40 EAST ANAPAMU STREET SANTA BARBARA,CA93101	NONE	PC	GENERAL PURPOSE CONTRIBUTION	50,000
SAVORY INSTITUTE ORG INC 885 ARAPAHOE AVE BOULDER,CO80302	NONE	PC	GENERAL PURPOSE CONTRIBUTION	40,000
SHELTERBOX USA INC 8374 MARKET STREET 203 LAKEWOOD RANCH,FL34202	NONE	PC	GENERAL PURPOSE CONTRIBUTION	100,000
SMITHSONIAN INSTITUTION 1000 JEFFERSON DRIVE SW WASHINGTON,DC20560	NONE	PC	GENERAL PURPOSE CONTRIBUTION	100,000
STICHTING EUROPEAN CLIMATE FOUNDATION RIVIERVISMARKT 5 THE HAGUE 2513 AM NL	NONE	PC	GENERAL PURPOSE CONTRIBUTION	500,000
THE GEANCO FOUNDATION 350 S GRAND AVENUE 25TH FLOOR LOS ANGELES,CA90071	NONE	PC	GENERAL PURPOSE CONTRIBUTION	30,000
THE LIBRARY FOUNDATION OF LOS ANGELES 630 W FIFTH STREET LOS ANGELES,CA90071	NONE	PC	GENERAL PURPOSE CONTRIBUTION	35,000
THE NATURE CONSERVANCY 4245 FAIRFAX DRIVE ARLINGTON,VA222031606	NONE	PC	GENERAL PURPOSE CONTRIBUTION	1,300,000
THE SASB FOUNDATION 1045 SANSOME STREET SAN FRANCISCO,CA94111	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
THE SUNRISE PROJECT GROUND FLOOR 17 RANDLE STREET SURRY HILLS,NSW2010 AS	NONE	PC	GENERAL PURPOSE CONTRIBUTION	250,000
THE UNION OF CONCERNED SCIENTISTS INC TWO BRATTLE SQUARE CAMBRIDGE,MA02138	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
THE UNIVERSITY OF CALIFORNIA SANTA BARBARA OFFICE OF FINANCIAL AID AND SCHOLARSHIPS SANTA BARBARA,CA931063180	NONE	PC	REGENTS FUND	478,238
TRANSGENDER LAW CENTER PO BOX 70976 OAKLAND,CA94612	NONE	PC	GENERAL PURPOSE CONTRIBUTION	100,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 535 WEST 116TH ST MC 4324 NEW YORK,NY10027	NONE	PC	GENERAL PURPOSE CONTRIBUTION	540,987
UNICEF USA IMPACT FUND FOR CHILDREN INC 125 MAIDEN LN FL 10 NEW YORK,NY10038	NONE	PC	GENERAL PURPOSE CONTRIBUTION	1,000,000
UNITED WAY OF SANTA BARBARA COUNTY INC 320 GUTIERREZ SREET SANTA BARBARA,CA93101	NONE	PC	GENERAL PURPOSE CONTRIBUTION	40,000
VENTURA COUNTY COMMUNITY FOUNDATION 4001 MISSION OAKS BLVD NO A CAMARILLO,CA93012	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
WETA - GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC 3939 CAMPBELL AVENUE ARLINGTON,VA22206	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
WILLIAM J BRENNAN CENTER FOR JUSTICE INC 120 BROADWAY SUITE 1750 NEW YORK,NY10271	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
WORLD TRADE CENTER PERFORMING ARTS CENTER INC ONE LIBERTY PLAZA 29TH FLOOR NEW YORK,NY10006	NONE	PC	GENERAL PURPOSE CONTRIBUTION	1,000,000
Total ................................. 3a				16,308,245

bApproved for future payment
AFRICAN WOMEN RISING 810 COLD SPRING RD SANTA BARBARA,CA93108	NONE	PC	GENERAL PURPOSE CONTRIBUTION	110,000
BARD COLLEGE CAMPUS ROAD PO BOX 5000 ANNANDALEONHUDSON,NY125045000	NONE	PC	GENERAL PURPOSE CONTRIBUTION	50,000
CARBON MAPPER INC 12 S RAYMOND AVE STE B PASADENA,CA91105	NONE	PC	GENERAL PURPOSE CONTRIBUTION	2,000,000
CENTER FOR BIOLOGICAL DIVERSITY INC PO BOX 710 TUSCAN,AZ85702	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
CENTER FOR CONSTITUTIONAL RIGHTS 666 BROADWAY 7TH FLOOR NEW YORK,NY10012	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
CITY HARVEST INC 6 EAST 32ND STREET 5TH FL NEW YORK,NY10016	NONE	PC	GENERAL PURPOSE CONTRIBUTION	400,000
CLIMATE AND CLEAN ENERGY EQUITY FUND 1629 K ST NW STE 300 WASHINGTON,DC20006	NONE	PC	GENERAL PURPOSE CONTRIBUTION	150,000
COMMUNITY ENVIRONMENTAL COUNCIL 1219 STATE STREET SANTA BARBARA,CA93101	NONE	PC	GENERAL PURPOSE CONTRIBUTION	800,000
CONGREGATION B'NAI B'RITH 1000 SAN ANTONIO CREEK ROAD SANTA BARBARA,CA93111	NONE	PC	GENERAL PURPOSE CONTRIBUTION	1,500,000
EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO,CA94111	NONE	PC	GENERAL PURPOSE CONTRIBUTION	400,000
HUMAN RIGHTS WATCH INC 350 FIFTH AVENUE 34TH FLOOR NEW YORK,NY101183299	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
ICIVICS INC 1035 CAMBRIDGE STREET SUITE 21B CAMBRIDGE,MA02141	NONE	PC	GENERAL PURPOSE CONTRIBUTION	75,000
IMMIGRANT JUSTICE CORPS INC 17 BATTERY PLACE SUITE 1234 NEW YORK,NY10004	NONE	PC	GENERAL PURPOSE CONTRIBUTION	180,000
INNOCENCE PROJECT 40 WORTH STREET SUITE 701 NEW YORK,NY10013	NONE	PC	GENERAL PURPOSE CONTRIBUTION	75,000
LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC 120 WALL STREET 19TH FLOOR NEW YORK,NY100053904	NONE	PC	GENERAL PURPOSE CONTRIBUTION	50,000
PACIFIC PRIDE FOUNDATION 608 ANACAPA ST SANTA BARBARA,CA93101	NONE	PC	GENERAL PURPOSE CONTRIBUTION	60,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM STREET SUITE 10 FL NEW YORK,NY10038	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
PROPUBLICA 155 AVENUE OF THE AMERICAS 13 FL NEW YORK,NY10013	NONE	PC	GENERAL PURPOSE CONTRIBUTION	75,000
ROCKEFELLER PHILANTHROPY ADVISORS INC 6 WEST 48TH STREET 10TH FL NEW YORK,NY10036	NONE	PC	PLASTIC SOLUTIONS FUND	2,000,000
SAFE PASSAGE PROJECT CORPORATION 185 WEST BROADWAY NEW YORK,NY10013	NONE	PC	GENERAL PURPOSE CONTRIBUTION	250,000
SAVORY INSTITUTE ORG INC 885 ARAPAHOE AVE BOULDER,CO80302	NONE	PC	GENERAL PURPOSE CONTRIBUTION	40,000
STICHTING EUROPEAN CLIMATE FOUNDATION RIVIERVISMARKT 5 THE HAGUE 2513 AM NL	NONE	PC	GENERAL PURPOSE CONTRIBUTION	1,000,000
THE SUNRISE PROJECT GROUND FLOOR 17 RANDLE STREET SURRY HILLS,NSW2010 AS	NONE	PC	GENERAL PURPOSE CONTRIBUTION	250,000
THE UNIVERSITY OF CALIFORNIA SANTA BARBARA OFFICE OF FINANCIAL AID AND SCHOLARSHIPS SANTA BARBARA,CA931063180	NONE	PC	REGENTS FUND	568,564
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 535 WEST 116TH ST MC 4324 NEW YORK,NY10027	NONE	PC	GENERAL PURPOSE CONTRIBUTION	624,588
UNITED WAY OF SANTA BARBARA COUNTY INC 320 GUTIERREZ SREET SANTA BARBARA,CA93101	NONE	PC	GENERAL PURPOSE CONTRIBUTION	40,000
WILLIAM J BRENNAN CENTER FOR JUSTICE INC 120 BROADWAY SUITE 1750 NEW YORK,NY10271	NONE	PC	GENERAL PURPOSE CONTRIBUTION	200,000
Total ................................. 3b				11,598,152

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14		419
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 ............	523000	603,157	14	9,053,004
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) ..		746,320		14,600,569	419

13Total. Add line 12, columns (b), (d), and (e)..................

15,347,308

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
3	INCOME REFLECTED IN COLUMN E REPRESENTS INTEREST INCOME FROM STATE AND LOCAL BONDS FROM BROKERAGE ACCOUNTS AND PASS THROUGH ENTITIES WHICH IS EXCLUDED FROM TAX PURSUANT TO SECTION 103 OF THE INTERNAL REVENUE CODE

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

THE ZEGAR FAMILY FOUNDATION

Employer identification number

13-7548507

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization THE ZEGAR FAMILY FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	CHARLES M MERRYL SNOW ZEGAR C/O GELLER ADVISORS LLC PO BOX 1510 NEW YORK, NY10150	$ 20,083,209	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization THE ZEGAR FAMILY FOUNDATION		Employer identification number 13-7548507

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	APPRECIATED SECURITIES	$ 20,083,209	2021-12-22
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization THE ZEGAR FAMILY FOUNDATION			Employer identification number 13-7548507
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2021 AccountingFeesSchedule

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES - GELLER	62,000	31,000		31,000

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Name of Bond	End of Year Book Value	End of Year Fair Market Value
BONDS - APPLE INC 2.9%27 DUE 09/12/27	655,003	681,775
BONDS - BANK OF AMERICA C VAR29 DUE 03/05/29	534,231	503,200
BONDS - BNY MELLON 3%25 DUE 02/24/25	599,389	588,267
BONDS - BP CAPITAL 3.119%26 DUE 05/04/26	645,837	617,387
BONDS - CHEVRON CORP 2.954%26 DUE 05/16/26	550,340	528,740
BONDS - GILEAD SCIENCES, 3.65%26 DUE 03/01/26	749,561	753,440
BONDS - JPMORGAN CHASE & 2.95%26 DUE 10/01/26	617,827	601,909
BONDS - PNC FINANCIAL 2.55%30 DUE 01/22/30	616,419	615,926
BONDS - SALESFORCE.COM 0.625%24 DUE 07/15/24	591,307	584,196
BONDS - TARGET CORP 6.65%30 DUE 09/15/30	603,615	628,825
BONDS - THE TORONTO-DOM 1.15%25F DUE 06/12/25	642,773	633,311
BONDS - TOYOTA MOTOR CRED 2.9%23 DUE 03/30/23	639,441	626,628
BONDS - TRUIST FINANCIAL 1.125%27 DUE 08/03/27	582,423	579,143

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Name of Stock	End of Year Book Value	End of Year Fair Market Value
CORPORATE STOCK - A	33,129	53,163
CORPORATE STOCK - AAP	21,876	25,427
CORPORATE STOCK - AAPL	680,603	1,695,083
CORPORATE STOCK - ABBV	171,122	195,247
CORPORATE STOCK - ABT	174,371	194,784
CORPORATE STOCK - ACN	126,786	244,585
CORPORATE STOCK - ADBE	130,386	172,953
CORPORATE STOCK - ADI	22,862	25,135
CORPORATE STOCK - ADP	75,925	122,797
CORPORATE STOCK - ADS	4,006	7,722
CORPORATE STOCK - ADSK	42,538	47,802
CORPORATE STOCK - AFL	67,390	89,745
CORPORATE STOCK - AJG	37,231	60,742
CORPORATE STOCK - AKAM	17,373	19,429
CORPORATE STOCK - ALGN	29,333	48,631
CORPORATE STOCK - ALL	42,534	47,178
CORPORATE STOCK - ALLE	17,827	24,104
CORPORATE STOCK - AMAT	54,723	136,116
CORPORATE STOCK - AMD	69,105	141,598
CORPORATE STOCK - AMGN	105,283	114,285
CORPORATE STOCK - AMP	31,422	44,947
CORPORATE STOCK - ANET	39,409	62,100
CORPORATE STOCK - ANTM	58,501	98,270
CORPORATE STOCK - AON	54,857	79,047
CORPORATE STOCK - APTV	93,923	113,321
CORPORATE STOCK - ATO	149,018	168,261
CORPORATE STOCK - ATVI	48,338	45,041
CORPORATE STOCK - AVGO	173,346	277,476
CORPORATE STOCK - AVY	25,394	35,084
CORPORATE STOCK - AXP	94,829	126,626
CORPORATE STOCK - AZN	33,432	34,950
CORPORATE STOCK - BAC	225,344	320,728
CORPORATE STOCK - BAX	46,983	48,757
CORPORATE STOCK - BBY	42,506	41,046
CORPORATE STOCK - BCSFX	13,638,932	16,940,837
CORPORATE STOCK - BCSSX	13,574,088	16,225,002
CORPORATE STOCK - BFB	63,394	63,097
CORPORATE STOCK - BIIB	39,579	36,228
CORPORATE STOCK - BK	46,381	71,845
CORPORATE STOCK - BKNG	94,955	124,760
CORPORATE STOCK - BKR	52,597	79,157
CORPORATE STOCK - BMY	205,277	197,252
CORPORATE STOCK - BR	15,710	16,271
CORPORATE STOCK - BSGLX	3,553,972	3,135,954
CORPORATE STOCK - BSX	52,175	55,776
CORPORATE STOCK - BWA	51,862	52,867
CORPORATE STOCK - CAG	50,334	47,503
CORPORATE STOCK - CARR	34,120	57,006
CORPORATE STOCK - CB	87,772	112,893
CORPORATE STOCK - CBOE	19,286	24,515
CORPORATE STOCK - CBRE	24,485	52,519
CORPORATE STOCK - CDNS	27,272	34,661
CORPORATE STOCK - CERN	25,255	31,854
CORPORATE STOCK - CFG	22,359	25,137
CORPORATE STOCK - CHD	98,755	120,540
CORPORATE STOCK - CHRW	56,787	67,376
CORPORATE STOCK - CHTR	116,447	121,266
CORPORATE STOCK - CI	63,236	77,845
CORPORATE STOCK - CIPNX	13,787,897	14,044,889
CORPORATE STOCK - CMCSA	179,254	206,303
CORPORATE STOCK - CME	79,463	94,582
CORPORATE STOCK - CMG	71,053	66,434
CORPORATE STOCK - COF	56,712	60,067
CORPORATE STOCK - COO	10,762	11,730
CORPORATE STOCK - CPB	37,684	34,333
CORPORATE STOCK - CRM	138,665	178,399
CORPORATE STOCK - CTAS	36,875	58,055
CORPORATE STOCK - CTLT	19,899	21,125
CORPORATE STOCK - CTSH	36,186	49,506
CORPORATE STOCK - CVS	78,070	122,554
CORPORATE STOCK - CZR	25,427	27,965
CORPORATE STOCK - DBLSX	13,895,649	13,668,885
CORPORATE STOCK - DBLTX	17,929,453	17,556,179
CORPORATE STOCK - DE	73,963	119,669
CORPORATE STOCK - DFS	18,696	21,032
CORPORATE STOCK - DGX	15,708	17,820
CORPORATE STOCK - DHI	27,959	39,910
CORPORATE STOCK - DHR	102,984	175,362
CORPORATE STOCK - DISCK	19,240	20,839
CORPORATE STOCK - DLTR	37,894	54,943
CORPORATE STOCK - DODIX	9,180,527	8,833,270
CORPORATE STOCK - DOV	48,106	72,095
CORPORATE STOCK - DXC	18,227	15,322
CORPORATE STOCK - EA	27,425	27,963
CORPORATE STOCK - EBAY	37,445	49,410
CORPORATE STOCK - ECL	126,134	145,211
CORPORATE STOCK - EFX	24,795	43,626
CORPORATE STOCK - EMR	93,762	134,435
CORPORATE STOCK - ETSY	39,166	44,664
CORPORATE STOCK - EW	41,704	71,382
CORPORATE STOCK - EXPD	56,923	84,468
CORPORATE STOCK - EXPE	31,917	51,324
CORPORATE STOCK - FAST	56,362	76,488
CORPORATE STOCK - FB	438,342	506,543
CORPORATE STOCK - FBHS	16,889	23,732
CORPORATE STOCK - FFIV	25,079	34,259
CORPORATE STOCK - FIS	112,078	82,081
CORPORATE STOCK - FISV	88,284	85,834
CORPORATE STOCK - FITB	18,960	42,592
CORPORATE STOCK - FLT	30,750	26,637
CORPORATE STOCK - FOX	23,779	27,553
CORPORATE STOCK - FRC	21,286	22,097
CORPORATE STOCK - FTNT	28,621	34,502
CORPORATE STOCK - GILD	243,488	184,692
CORPORATE STOCK - GIS	95,519	108,010
CORPORATE STOCK - GLW	38,458	50,931
CORPORATE STOCK - GOOG	253,748	457,187
CORPORATE STOCK - GOOGL	461,408	596,790
CORPORATE STOCK - GPC	32,643	48,369
CORPORATE STOCK - GPN	61,783	47,043
CORPORATE STOCK - GPS	18,608	13,696
CORPORATE STOCK - GS	74,767	134,275
CORPORATE STOCK - GWW	41,994	60,634
CORPORATE STOCK - HACAX	5,662,919	5,535,675
CORPORATE STOCK - HAL	152,439	177,517
CORPORATE STOCK - HBAN	37,541	45,689
CORPORATE STOCK - HIG	28,939	40,596
CORPORATE STOCK - HLT	64,782	94,062
CORPORATE STOCK - HPE	30,051	32,597
CORPORATE STOCK - HPQ	24,051	49,122
CORPORATE STOCK - HST	26,144	37,702
CORPORATE STOCK - IBB	251,474	371,215
CORPORATE STOCK - IBM	126,779	132,056
CORPORATE STOCK - ICE	73,153	99,158
CORPORATE STOCK - IFF	70,183	80,296
CORPORATE STOCK - ILMN	41,349	46,414
CORPORATE STOCK - INCY	17,588	15,634
CORPORATE STOCK - INFO	44,442	81,613
CORPORATE STOCK - INTC	168,430	165,212
CORPORATE STOCK - INTU	67,202	119,639
CORPORATE STOCK - IPG	15,131	31,495
CORPORATE STOCK - IPGP	11,354	11,533
CORPORATE STOCK - IQV	39,063	63,482
CORPORATE STOCK - IR	56,470	78,327
CORPORATE STOCK - ISRG	67,887	109,946
CORPORATE STOCK - IT	16,977	43,462
CORPORATE STOCK - JCI	63,861	121,884
CORPORATE STOCK - JNJ	351,305	336,324
CORPORATE STOCK - JOHIX	13,139,745	18,608,062
CORPORATE STOCK - JWN	9,233	10,292
CORPORATE STOCK - KD	5,540	3,566
CORPORATE STOCK - KEY	11,020	22,575
CORPORATE STOCK - KEYS	38,502	49,769
CORPORATE STOCK - KGGIX	3,682,315	3,249,977
CORPORATE STOCK - KMB	131,911	134,916
CORPORATE STOCK - KMX	31,356	38,157
CORPORATE STOCK - KR	88,092	118,400
CORPORATE STOCK - LEN	24,343	33,106
CORPORATE STOCK - LLY	73,534	150,816
CORPORATE STOCK - LRCX	48,544	93,490
CORPORATE STOCK - LUMN	26,894	31,639
CORPORATE STOCK - LW	34,184	32,704
CORPORATE STOCK - LYLT	1,144	1,383
CORPORATE STOCK - M	7,423	23,745
CORPORATE STOCK - MA	203,958	236,792
CORPORATE STOCK - MAR	69,959	88,734
CORPORATE STOCK - MAS	36,215	52,805
CORPORATE STOCK - MCO	73,916	90,224
CORPORATE STOCK - MDT	134,685	134,485
CORPORATE STOCK - MET	70,421	101,921
CORPORATE STOCK - MGM	34,025	48,515
CORPORATE STOCK - MKC	81,123	90,137
CORPORATE STOCK - MKTX	34,019	30,434
CORPORATE STOCK - MMC	90,851	144,966
CORPORATE STOCK - MRK	169,616	167,228
CORPORATE STOCK - MS	80,592	151,068
CORPORATE STOCK - MSCI	39,106	58,818
CORPORATE STOCK - MSFT	787,052	1,545,727
CORPORATE STOCK - MTB	18,241	20,273
CORPORATE STOCK - MTD	15,401	23,761
CORPORATE STOCK - MU	70,644	115,692
CORPORATE STOCK - MWLIX	9,153,720	9,122,160
CORPORATE STOCK - MWTIX	8,528,752	8,050,383
CORPORATE STOCK - NDAQ	26,029	28,561
CORPORATE STOCK - NKE	156,007	188,337
CORPORATE STOCK - NLSN	7,614	10,337
CORPORATE STOCK - NOW	67,767	91,525
CORPORATE STOCK - NTRS	27,339	35,883
CORPORATE STOCK - NVDA	137,807	501,163
CORPORATE STOCK - NVR	10,280	11,818
CORPORATE STOCK - NWL	12,062	16,795
CORPORATE STOCK - NXPI	75,449	82,456
CORPORATE STOCK - OMC	18,616	26,377
CORPORATE STOCK - ONL	1,251	859
CORPORATE STOCK - ORCL	80,951	119,216
CORPORATE STOCK - OSTIX	9,961,599	10,001,674
CORPORATE STOCK - OTIS	39,261	53,461
CORPORATE STOCK - PAYC	15,388	13,701
CORPORATE STOCK - PAYX	33,325	53,645
CORPORATE STOCK - PENN	19,516	15,244
CORPORATE STOCK - PEP	248,488	306,251
CORPORATE STOCK - PFG	18,258	30,162
CORPORATE STOCK - PKI	15,670	17,090
CORPORATE STOCK - PNC	78,975	119,510
CORPORATE STOCK - PNR	22,183	38,341
CORPORATE STOCK - PRU	53,784	87,133
CORPORATE STOCK - PWR	29,033	49,877
CORPORATE STOCK - PYPL	118,231	142,944
CORPORATE STOCK - QCOM	95,202	172,629
CORPORATE STOCK - QRVO	14,545	14,388
CORPORATE STOCK - REGN	38,049	49,890
CORPORATE STOCK - RF	16,756	33,136
CORPORATE STOCK - RHI	9,620	21,300
CORPORATE STOCK - RMD	37,114	34,383
CORPORATE STOCK - ROK	39,592	62,095
CORPORATE STOCK - ROL	24,653	22,715
CORPORATE STOCK - SCHW	70,990	120,852
CORPORATE STOCK - SEE	15,004	25,571
CORPORATE STOCK - SHW	100,684	175,728
CORPORATE STOCK - SJM	35,011	41,697
CORPORATE STOCK - SNA	13,609	20,246
CORPORATE STOCK - SNPS	21,669	28,375
CORPORATE STOCK - SPGI	101,830	145,354
CORPORATE STOCK - SPY	33,018,885	49,106,339
CORPORATE STOCK - STT	36,328	47,523
CORPORATE STOCK - STX	12,979	20,562
CORPORATE STOCK - SWK	46,211	61,302
CORPORATE STOCK - SYF	10,960	9,974
CORPORATE STOCK - SYY	67,106	71,795
CORPORATE STOCK - T	263,739	202,975
CORPORATE STOCK - TAP	27,662	29,710
CORPORATE STOCK - TER	27,704	35,813
CORPORATE STOCK - TFC	81,426	97,076
CORPORATE STOCK - TFX	11,344	9,197
CORPORATE STOCK - TGT	69,187	108,314
CORPORATE STOCK - TJX	104,311	131,569
CORPORATE STOCK - TMO	123,801	208,846
CORPORATE STOCK - TMUS	113,970	109,485
CORPORATE STOCK - TTWO	21,933	21,149
CORPORATE STOCK - TWTR	23,991	24,895
CORPORATE STOCK - UA	8,525	13,295
CORPORATE STOCK - UNH	205,084	349,992
CORPORATE STOCK - USB	83,114	91,726
CORPORATE STOCK - V	253,630	284,540
CORPORATE STOCK - VFC	36,589	39,685
CORPORATE STOCK - VIAC	16,843	22,967
CORPORATE STOCK - VO	1,997,324	2,250,893
CORPORATE STOCK - VOO	4,966,871	7,521,665
CORPORATE STOCK - VRSK	57,844	78,912
CORPORATE STOCK - VTRS	14,390	13,151
CORPORATE STOCK - VZ	298,579	270,088
CORPORATE STOCK - WAB	49,794	60,332
CORPORATE STOCK - WAT	9,262	17,512
CORPORATE STOCK - WDC	20,714	26,932
CORPORATE STOCK - WLTW	45,577	48,210
CORPORATE STOCK - WST	18,563	29,548
CORPORATE STOCK - WYNN	50,150	40,649
CORPORATE STOCK - XRAY	10,893	12,106
CORPORATE STOCK - XYL	54,080	77,228
CORPORATE STOCK - ZBH	29,253	25,154
CORPORATE STOCK - ZBRA	21,495	33,331
CORPORATE STOCK - ZTS	78,471	114,450
REIT - ARE	40,741	52,619
REIT - BXP	19,419	25,800
REIT - CCI	92,205	98,317
REIT - DRE	13,037	20,677
REIT - EQR	28,215	46,879
REIT - ESS	17,575	23,247
REIT - EXR	13,204	25,394
REIT - IRM	6,282	12,402
REIT - KIM	11,834	23,097
REIT - O	29,629	33,289
REIT - PEAK	14,232	18,586
REIT - PLD	81,941	130,647
REIT - PSA	40,164	64,799
REIT - REG	7,743	14,995
REIT - SPG	32,572	59,275
REIT - UDR	7,554	13,618
REIT - VTR	22,419	25,764
REIT - WELL	30,447	44,943

- TIN:

TY 2021 InvestmentsGovtObligationsSch

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

US Government Securities - End of Year Book Value:

8,473,522

US Government Securities - End of Year Fair Market Value:

8,311,499

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

3,945,218

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

4,021,288

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AG ENERGY PARTNERS II LP	AT COST	2,700,917	2,586,816
AG ENERGY PARTNERS LP	AT COST	14,754	15,895
BLACKSTONE PARTNERS OFFSHORE FUND	AT COST	2,000,000	3,660,672
GELLER MULTI-VINTAGE I LLC	AT COST	2,795,031	3,478,908
GELLER MULTI-VINTAGE II LLC	AT COST	2,765,168	3,647,686
GELLER MULTI-VINTAGE III LLC	AT COST	3,212,277	4,167,311
GELLER SELECT ALTERNATIVES LLC	AT COST	8,765,831	9,103,000

- TIN:

TY 2021 LegalFeesSchedule

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MORGAN LEWIS & BOCKIUS LLP	4,616	0		4,616

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Description	Amount
UNREALIZED (LOSS) ON INVESTMENT	124,111

- TIN:

TY 2021 OtherExpensesSchedule

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
ACCRUED INTEREST PAID	46,622	46,622	0
ADR FEES	6	6	0
BANK FEES	65	0	65
COST DEPLETION - K-1: AG ENERGY PARTNERS II LP	22,715	22,715	0
DUES AND SUBSCRIPTIONS	14,487	0	14,487
FILING FEES	500	0	500
INVESTMENT INTEREST EXPENSE - K-1: AG ENERGY PARTNERS II LP	313	313	0
INVESTMENT INTEREST EXPENSE - K-1: GELLER MULTI-VINTAGE I LLC	5,625	5,625	0
INVESTMENT INTEREST EXPENSE - K-1: GELLER MULTI-VINTAGE II LLC	34,004	34,004	0
INVESTMENT INTEREST EXPENSE - K-1: GELLER MULTI-VINTAGE III LLC	31,831	31,831	0
INVESTMENT INTEREST EXPENSE - K-1: GELLER SELECT ALTERNATIVES LLC	119,465	119,465	0
NON DEDUCTIBLE EXPENSE - K-1: AG ENERGY PARTNERS II LP	22	0	0
NON DEDUCTIBLE EXPENSE - K-1: GELLER MULTI-VINTAGE I LLC	315	0	0
NON DEDUCTIBLE EXPENSE - K-1: GELLER MULTI-VINTAGE II LLC	277	0	0
NON DEDUCTIBLE EXPENSE - K-1: GELLER MULTI-VINTAGE III LLC	162	0	0
NON DEDUCTIBLE EXPENSE - K-1: GELLER SELECT ALTERNATIVES LLC	48	0	0
OTHER DEDUCTIONS - K-1: AG ENERGY PARTNERS II LP	110,530	110,530	0
OTHER DEDUCTIONS - K-1: GELLER MULTI-VINTAGE I LLC	4,424	4,424	0
OTHER DEDUCTIONS - K-1: GELLER MULTI-VINTAGE II LLC	977	977	0
OTHER DEDUCTIONS - K-1: GELLER MULTI-VINTAGE III LLC	358	358	0
OTHER DEDUCTIONS - K-1: GELLER SELECT ALTERNATIVES LLC	89,134	89,134	0
PAYROLL PROCESSING FEES	2,348	0	2,348
PORTFOLIO DEDUCTIONS - K-1: AG ENERGY PARTNERS II LP	47,575	47,575	0
PORTFOLIO DEDUCTIONS - K-1: AG ENERGY PARTNERS LP	5,801	5,801	0
PORTFOLIO DEDUCTIONS - K-1: GELLER MULTI-VINTAGE I LLC	102,971	102,971	0
PORTFOLIO DEDUCTIONS - K-1: GELLER MULTI-VINTAGE II LLC	147,076	147,076	0
PORTFOLIO DEDUCTIONS - K-1: GELLER MULTI-VINTAGE III LLC	127,534	127,534	0
PORTFOLIO DEDUCTIONS - K-1: GELLER SELECT ALTERNATIVES LLC	147,419	147,419	0

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
AG ENERGY PARTNERS ADJUSTMENT FOR UBTI REPORTED ON 990-T	-30,380	0	-30,380
AG ENERGY PARTNERS II ADJUSTMENT FOR UBTI REPORTED ON 990-T	56,680	0	56,680
GMV I ADJUSTMENT FOR UBTI REPORTED ON 990-T	29,648	0	29,648
GMV II ADJUSTMENT FOR UBTI REPORTED ON 990-T	-2,297	0	-2,297
GMV III ADJUSTMENT FOR UBTI REPORTED ON 990-T	-6,670	0	-6,670
GSA ADJUSTMENT FOR UBTI REPORTED ON 990-T	96,182	0	96,182
K-1: AG ENERGY PARTNERS II LP	835	835	835
K-1: AG ENERGY PARTNERS LP	-47,887	-47,887	-47,887
K-1: CHEYNE EMEA FUND LIMITED	209,160	209,160	209,160
K-1: GELLER MULTI-VINTAGE I LLC	29,354	29,354	29,354
K-1: GELLER MULTI-VINTAGE II LLC	32,376	32,376	32,376
K-1: GELLER MULTI-VINTAGE III LLC	48,976	48,976	48,976
K-1: GELLER SELECT ALTERNATIVES LLC	-25,695	-25,695	-25,695

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Description	Amount
DIFFERENCE OF FAIR MARKET VALUE AND BOOK VALUE ON GRANTS MADE	999,953

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
INDEPENDENT CONTRACTOR	27,707	0	27,707
INVESTMENT FEES - BROKERAGE	106,688	106,688	0
INVESTMENT FEES - GELLER	352,968	352,968	0

- TIN:

TY 2021 TaxesSchedule

Name:

THE ZEGAR FAMILY FOUNDATION

EIN:

13-7548507

Category	Amount	Net Investment Income
2021 ESTIMATED FEDERAL TAX PAYMENTS	200,000	0
FOREIGN TAX - K-1: GELLER MULTI-VINTAGE I LLC	2,491	2,491
FOREIGN TAX - K-1: GELLER MULTI-VINTAGE II LLC	287	287
FOREIGN TAX - K-1: GELLER MULTI-VINTAGE III LLC	1,495	1,495
FOREIGN TAX - K-1: GELLER SELECT ALTERNATIVES LLC	970	970
FOREIGN TAX FROM BROKERAGE	2,258	2,258