Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 11-01-2021 , and ending 10-31-2022
Name of foundation
THE JEAN & HENRY POLLAK FUND INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 357
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MANAHAWKIN, NJ08050
A Employer identification number

23-7042008
B Telephone number (see instructions)

(609) 978-3500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$484,684J 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 48 48  
4 Dividends and interest from securities... 8,509 8,509  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 24,298
b Gross sales price for all assets on line 6a 150,576
7 Capital gain net income (from Part IV, line 2)... 24,298
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 32,855 32,855  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 9,600 0   9,600
c Other professional fees (attach schedule).... Click to see attachment 2,877 2,877   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 326 13   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 260 0   260
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,063 2,890   9,860
25 Contributions, gifts, grants paid....... 19,186 19,186
26 Total expenses and disbursements. Add lines 24 and 25 32,249 2,890   29,046
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 606
b Net investment income (if negative, enter -0-) 29,965
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,820 5,461 5,461
2 Savings and temporary cash investments......... 35,095 37,548 37,548
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) 37,998 Click to see attachment57,469 57,493
b Investments—corporate stock (attach schedule)....... 223,334 Click to see attachment201,375 384,182
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 301,247 301,853 484,684
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 32,519 32,519
27 Paid-in or capital surplus, or land, bldg., and equipment fund 476,320 476,320
28 Retained earnings, accumulated income, endowment, or other funds -207,592 -206,986
29 Total net assets or fund balances (see instructions)..... 301,247 301,853
30 Total liabilities and net assets/fund balances (see instructions). 301,247 301,853
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
301,247
2
Enter amount from Part I, line 27a .....................
2
606
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
301,853
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
301,853
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 82,126   87,581 -5,455
b 68,450   38,697 29,753
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -5,455
b       29,753
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 24,298
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 417
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- ..... 5 417
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 417
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   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? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKATHY PRUSSACK Telephone no.bullet (609) 978-3500

    Located atbulletPO BOX 357MANAHAWKINNJ ZIP+4bullet08050
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JEAN DEBEER POLLAK PRESIDENT
    0.00     		0 0 0
    9 SAXONWOODS RD THE AMBASSADOR
    WHITE PLAINS,NY10605
    THOMAS F POLLAK TREASURER
    0.25     		0 0 0
    1855 SPRING VALLEY ROAD
    OSSINING,NY10562
    STEVEN R POLLAK SECRETARY
    0.25     		0 0 0
    2056 QUAKER RIDGE ROAD
    CROTON ON HUDSON,NY10520
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    443,901
    b
    Average of monthly cash balances.......................
    1b
    74,143
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    518,044
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    518,044
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    7,771
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    510,273
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    25,514
    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
    25,514
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    417
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    417
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    25,097
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    25,097
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    25,097
    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 25,097
    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...... 7,006
    b From 2017...... 2,107
    c From 2018...... 6,616
    d From 2019...... 12,806
    e From 2020...... 2,071
    f Total of lines 3a through e ........ 30,606
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 29,046
    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..... 25,097
    e Remaining amount distributed out of corpus 3,949
    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 34,555
    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) ...     		7,006
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		27,549
    10 Analysis of line 9:
    a Excess from 2017.... 2,107
    b Excess from 2018.... 6,616
    c Excess from 2019.... 12,806
    d Excess from 2020.... 2,071
    e Excess from 2021.... 3,949
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN RED CROSS
    99 INDIAN FIELD RD
    GREENWICH,CT06813     		NONE PC FOR OPERATIONS 1,000
    ARC OF WESTCHESTER
    265 SAW MILL RIVER RD
    HAWTHORNE,NY10532     		NONE PC FOR OPERATIONS 100
    BLYTHEDALE CHILDREN'S HOSPITAL
    BRADHURST AVE
    VALHALLA,NY10595     		NONE PC FOR OPERATIONS 500
    BOY SCOUTS OF AMERICA
    41 SAW MILL RIVER RD
    HAWTHORNE,NY10532     		NONE PC FOR OPERATIONS 250
    BURKE REHABILITATION HOSPITAL
    785 MAMARONECK AVE
    WHITE PLAINS,NY10605     		NONE PC FOR OPERATIONS 500
    CONGREGATION KOL AMI
    252 SOUNDVIEW AVE
    WHITE PLAINS,NY10606     		NONE PC FOR OPERATIONS 100
    CORPORATE ANGEL NETWORK
    ONE LOOP RD
    WHITE PLAINS,NY10604     		NONE PC FOR OPERATIONS 250
    DANA FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE WEST
    BROOKLINE,MA02445     		NONE PC FOR OPERATIONS 500
    EL CENTRO HISPANO
    346 SOUTH LEXINGTON AVE
    WHITE PLAINS,NY10606     		NONE PC FOR OPERATIONS 1,000
    FOOD BANK FOR WESTCHESTER
    200 CLEARBROOK RD
    ELMSFORD,NY10523     		NONE PC FOR OPERATIONS 500
    FOUND FOR PUBLIC EDU WHITE PLAINS
    PO BOX 113
    WHITE PLAINS,NY10602     		NONE PC FOR OPERATIONS 500
    GRAND STREET SETTLEMENT
    80 PITT STREET
    NEW YORK,NY10002     		NONE PC FOR OPERATIONS 400
    GREAT WATERS MUSIC FESTIVAL
    PO BOX 488
    WOLFEBORO,NH03894     		NONE PC FOR OPERATIONS 150
    HOUSING ACTION COUNCIL
    55 SOUTH BROADWAY
    TARRYTOWN,NY10591     		NONE PC FOR OPERATIONS 1,000
    HUGGINS HOSPITAL
    240 MAIN ST
    WOLFEBORO,NH03894     		NONE PC FOR OPERATIONS 500
    IONA COLLEGE
    715 NORTH AVE
    NEW ROCHELLE,NY10801     		NONE PC FOR OPERATIONS 1,000
    JEWISH FOUNDATION FOR RIGHTEOUS
    80 MAIN ST SUITE 380
    WEST ORANGE,NJ07052     		NONE PC FOR OPERATIONS 500
    LAKE WENTWORTH FOUNDATION
    PO BOX 2235
    WOLFEBORO,NH03894     		NON PC FOR OPERATIONS 1,000
    LAKES REGION CONSERVATION TRUST
    PO BOX 766
    CENTER HARBOR,NH03226     		NONE PC FOR OPERATIONS 150
    LAKES REGION HUMANE SOCIETY
    11 OLD ROUTE 28 PO BOX 655
    OSSIPEE,NH03864     		NONE PC FOR OPERATIONS 500
    LWV NYS EDUCATION FOUNDATION
    62 GRAND STREET
    ALBANY,NY12207     		NONE PC FOR OPERATIONS 100
    LWV OF WESTCHESTER - EDU FOUNDATION
    570 TAXTER RD
    ELMSFORD,NY10523     		NONE PC FOR OPERATIONS 250
    LWV WHITE PLAINS - EDU FOUNDATION
    PO BOX 2032
    WHITE PLAINS,NY10602     		NONE PC FOR OPERATIONS 100
    MAINE PUBLIC BROADCASTING NETWORK
    65 TEXAS AVE
    BANGOR,ME04401     		NONE PC FOR OPERATIONS 50
    MAZON
    PO BOX 96119
    WASHINGTON,DC20090     		NONE PC FOR OPERATIONS 36
    MEALS ON WHEELS OF WHITE PLAINS
    311 NORTH ST SUITE G5
    WHITE PLAINS,NY10605     		NONE PC FOR OPERATIONS 250
    MENTAL HEALTH ASSN OF WESTCHESTER
    580 WHITE PLAINS RD SUITE 510
    TARRYTOWN,NY10591     		NONE PC FOR OPERATIONS 100
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVE
    NEW YORK,NY10028     		NONE PC FOR OPERATIONS 250
    MUSIC CONSERVATORY OF WESTCHESTER
    216 CENTRAL AVE
    WHITE PLAINS,NY10606     		NONE PC FOR OPERATIONS 500
    MY SISTER'S PLACE
    3 BARKER AVE
    WHITE PLAINS,NY10601     		NONE PC FOR OPERATIONS 250
    NAT'L MS SOCIETY
    733 THIRD AVENUE 3RD FLOOR
    NEW YORK,NY10017     		NONE PC FOR OPERATIONS 600
    NATIONAL WILDLIFE FOUNDATION
    PO BOX 1691
    MERRIFIELD,VA221161691     		NONE PC FOR OPERATIONS 25
    NEUBERGER MUSEUM OF ART
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		NONE PC FOR OPERATIONS 100
    NEW HAMPSHIRE BOAT MUSEUM
    397 CENTER ST PO BOX 1195
    WOLFEBORO FALLS,NH03894     		NONE PC FOR OPERATIONS 100
    NEW HAMPSHIRE LAKES ASSN
    17 CHENELL DRIVE SUITE 1
    CONCORD,NH03301     		NONE PC FOR OPERATIONS 100
    POLICE ASSN OF NEW YORK
    11 NORTH PEARL ST SUITE 1200
    ALBANY,NY12207     		NONE PC FOR OPERATIONS 25
    PURCHASE COLLEGE AFFILIATES
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		NONE PC FOR OPERATIONS 100
    PURCHASE COLLEGE FOUNDATION
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		NONE PC FOR OPERATIONS 100
    SPCA OF WESTCHESTER
    590 NORTH STATE RD
    BRIARCLIFF MANOR,NY10510     		NONE PC FOR OPERATIONS 250
    SPECIAL OLYMPICS NEW YORK
    94 NEW KARNER RD SUITE 208
    ALBANY,NY12203     		NONE PC FOR OPERATIONS 100
    STUDENT ADVOCACY INC
    THREE WEST MAIN ST
    ELMSFORD,NY10523     		NONE PC FOR OPERATIONS 500
    THE ALBANY ACADEMIES
    135 ACADEMY RD
    ALBANY,NY12208     		NONE PC FOR OPERATIONS 100
    THE BARNSTORMERS
    PO BOX 434
    TAMWORTH,NH03886     		NONE PC FOR OPERATIONS 100
    THE BRIDGE FUND OF WESTCHESTER
    171 EAST POST RD ROOM 200
    WHITE PLAINS,NY10601     		NONE PC FOR OPERATIONS 1,000
    UNITED NEGRO COLLEGE FUND
    1805 7TH STREET NW
    WASHINGTON,DC20001     		NONE PC FOR OPERATIONS 250
    UNITED WAY OF WESTCHESTER
    336 CENTRAL PARK AVE
    WHITE PLAINS,NY10606     		NONE PC FOR OPERATIONS 500
    VISITING NURSE SERVICES WESTCHESTER
    360 MAMARONECK AVE
    WHITE PLAINS,NY10605     		NONE PC FOR OPERATIONS 500
    WEST MLK JR INST FOR NONVIOLENCE
    250 BRYANT AVE
    WHITE PLAINS,NY10605     		NONE PC FOR OPERATIONS 50
    WESTCHESTER COALITION FOR ABORTION
    PO BOX 1175
    WHITE PLAINS,NY10602     		NONE PC FOR OPERATIONS 100
    WESTCHESTER JEWISH COMMUNITY SVC
    845 NORTH BROADWAY SUITE 2
    WHITE PLAINS,NY10701     		NONE PC FOR OPERATIONS 500
    WESTCHESTER RESIDENTIAL OPPORTUNITIES
    470 MAMARONECK AVE SUITE 410
    WHITE PLAINS,NY10605     		NONE PC FOR OPERATIONS 250
    WHITE PLAINS BEAUTIFICATION FOUNDATION
    PO BOX 1614
    WHITE PLAINS,NY10602     		NONE PC FOR OPERATIONS 100
    WHITE PLAINS LIBRARY FOUNDATION
    100 MARTINE AVE
    NEW YORK,NY10601     		NONE PC FOR OPERATIONS 250
    WLIW CHANNEL 21
    825 8TH AVE
    NEW YORK,NY10019     		NONE PC FOR OPERATIONS 250
    WNYC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		NONE PC FOR OPERATIONS 200
    WORLD LEARNING INC
    KIPLING ROAD PO BOX 676
    BRATTLEBORO,VT05302     		NONE PC FOR OPERATIONS 250
    YWCA WOMEN'S RESIDENCE
    69 NORTH BROADWAY
    WHITE PLAINS,NY10603     		NONE PC FOR OPERATIONS 500
    Total .................................bullet 3a 19,186
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 48  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 24,298  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 32,855 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    32,855
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE JEAN & HENRY POLLAK FUND INC
    EIN:
    23-7042008
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,600 0   9,600

    TY 2021 ExplanOfLegisPoliticalActvts
    Name:
    THE JEAN & HENRY POLLAK FUND INC
    EIN:
    23-7042008
    Explanation:
    NONE

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE JEAN & HENRY POLLAK FUND INC
    EIN:
    23-7042008
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC 7,087 13,252
    AMAZON.COM 7,823 9,732
    APPLE INC 2,995 16,561
    ASML HOLDING NV 1,064 5,669
    CDW CORP 6,060 12,097
    CHEVRON CORP 1,758 18,090
    CHURCH & DWIGHT 2,743 5,189
    CME GROUP 9,768 12,131
    COLGATE-PALMOLIVE 2,030 22,152
    DANAHER CORP 7,236 11,828
    EDWARDS LIFESCIENCES 1,384 3,259
    HOME DEPOT 11,066 10,661
    INTUIT 5,283 8,550
    JPMORGAN CHASE 4,675 9,441
    MOTOROLA SOLUTIONS 6,648 17,480
    NEXTERA ENERGY 8,691 10,463
    ROPER TECHNOLOGIES 5,175 9,120
    TRANSUNION 2,389 4,445
    UNITEDHEALTH GROUP 4,991 10,548
    MERCK & CO 610 56,672
    ELI LILLY 5,908 9,052
    EOG RESOURCES 12,462 21,843
    LENNAR 5,985 4,842
    LOWES 11,193 13,649
    MASTERCARD 9,177 8,533
    RAYTHEON TECHNOLOGIES 11,100 14,697
    WELLS FARGO 6,525 8,968
    ORGANON 31 1,466
    EQT CORP 1,956 2,092
    GXO LOGISTICS 10,556 6,577
    NVIDIA 8,904 6,749
    HORIZON PHARMA 9,513 8,102
    PROGRESSIVE 8,589 10,272

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE JEAN & HENRY POLLAK FUND INC
    EIN:
    23-7042008
    US Government Securities - End of Year Book Value:

    57,469
    US Government Securities - End of Year Fair Market Value:

    57,493
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 OtherExpensesSchedule
    Name:
    THE JEAN & HENRY POLLAK FUND INC
    EIN:
    23-7042008
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 260 0   260


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE JEAN & HENRY POLLAK FUND INC
    EIN:
    23-7042008
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 2,877 2,877   0


    TY 2021 TaxesSchedule
    Name:
    THE JEAN & HENRY POLLAK FUND INC
    EIN:
    23-7042008
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 13 13   0
    FEDERAL EXCISE TAX 313 0   0