Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 11-01-2021 , and ending 10-31-2022
Name of foundation
VIRGINIA B TOULMIN CHARITABLE
FOUNDATION III
Number and street (or P.O. box number if mail is not delivered to street address)530 FIFTH AVE FL 24
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10036
A Employer identification number

13-7385769
B Telephone number (see instructions)

(212) 546-6263
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$118,425,188J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,514,640 1,514,640  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,311,151
b Gross sales price for all assets on line 6a 33,277,555
7 Capital gain net income (from Part IV, line 2)... 7,570,687
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)....... Click to see attachment 0 62,047  
12 Total. Add lines 1 through 11........ 7,825,791 9,147,374  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 475,000 190,000   190,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 30,136 0   0
b Accounting fees (attach schedule)....... Click to see attachment 108,975 81,731   27,244
c Other professional fees (attach schedule).... Click to see attachment 1,407,807 1,168,004   163,176
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 117,646 14,046   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 53,825 21,530   21,530
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 156,063 151,182   152,285
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,349,452 1,626,493   554,235
25 Contributions, gifts, grants paid....... 5,587,157 6,209,748
26 Total expenses and disbursements. Add lines 24 and 25 7,936,609 1,626,493   6,763,983
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -110,818
b Net investment income (if negative, enter -0-) 7,520,881
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............. 1,034,634 864,588 864,588
2 Savings and temporary cash investments......... 12,190,209 17,271,568 17,271,568
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..........   23,000 23,000
10a Investments—U.S. and state government obligations (attach schedule) 13,599,030 Click to see attachment14,422,147 14,422,147
b Investments—corporate stock (attach schedule)....... 80,828,729 Click to see attachment50,574,203 50,574,203
c Investments—corporate bonds (attach schedule)....... 10,394,006 Click to see attachment7,614,224 7,614,224
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 42,019,715 Click to see attachment27,327,790 27,327,790
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment341,442 Click to see attachment327,668 Click to see attachment327,668
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 160,407,765 118,425,188 118,425,188
Liabilities 17 Accounts payable and accrued expenses.......... 221,964 162,496
18 Grants payable................. 2,273,509 1,650,918
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) Click to see attachment668,484 Click to see attachment86,343
23 Total liabilities (add lines 17 through 22)......... 3,163,957 1,899,757
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........... 157,243,808 116,525,431
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 157,243,808 116,525,431
30 Total liabilities and net assets/fund balances (see instructions). 160,407,765 118,425,188
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
157,243,808
2
Enter amount from Part I, line 27a .....................
2
-110,818
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
581,741
4
Add lines 1, 2, and 3 ..........................
4
157,714,731
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
41,189,300
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
116,525,431
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PARTNERSHIP CAPITAL GAINS/LOSSES      
c CAPITAL GAINS DIVIDENDS P    
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 31,434,678   25,706,868 5,727,810
b 1,259,536     1,259,536
c 583,341     583,341
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       5,727,810
b       1,259,536
c       583,341
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 7,570,687
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........................... 3 104,540
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- ..... 5 104,540
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 126,634
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 142,634
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 38,094
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet38,094 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    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
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.TOULMINFOUNDATION.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (212) 546-6263

    Located atbullet530 FIFTH AVE FL 24NEW YORKNY ZIP+4bullet10036
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM S VILLAFRANCO TRUSTEE/CEO
    35.00     		225,000 0 0
    530 FIFTH AVENUE 24TH FLOOR
    NEW YORK,NY10036
    ALEXANDER C SANGER TRUSTEE/COO
    30.00     		150,000 0 0
    IPPF 125 MAIDEN LANE 9TH FLOOR
    NEW YORK,NY10038
    WALTER P MONTAIGNE TRUSTEE
    15.00     		100,000 0 0
    165 W 66TH ST 10D
    NEW YORK,NY10023
    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
    SOUTHWIND ASSOCIATES OF NJ INC INVESTMENT MGT & ADMIN SERVICES 673,004
    530 FIFTH AVENUE 24TH FLOOR
    NEW YORK,NY10036
    PZENA INVESTMENT MANAGEMENT INVESTMENT MANAGEMENT SERVICES 158,957
    320 PARK AVE 8TH FLOOR
    NEW YORK,NY10022
    SANDS CAPITAL MANAGEMENT INVESTMENT MANAGEMENT SERVICES 155,442
    1000 WILSON BLVD 3000
    ARLINGTON,VA22209
    TCC GROUP INVESTMENT MANAGEMENT SERVICES 151,316
    333 7TH AVE 9TH FLOOR
    NEW YORK,NY10001
    EAGLE CAPITAL MANAGEMENT LLC INVESTMENT MANAGEMENT SERVICES 122,033
    499 PARK AVENUE 17TH FLOOR
    NEW YORK,NY10022
    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 AMOUNTS PAID DIRECTLY TO A VENDOR TO PRODUCE PROMOTIONAL VIDEOS FOR VARIOUS CHARITABLE ORGANIZATIONS. 65,766
    2 OTHER INDIRECT GRANTS FOR EXPENSES PAID ON BEHALF OF CHARITABLE ORGANIZATIONS. 84,000
    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
    114,795,296
    b
    Average of monthly cash balances.......................
    1b
    21,151,391
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    135,946,687
    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
    135,946,687
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,039,200
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    133,907,487
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    6,695,374
    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
    6,695,374
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    104,540
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    104,540
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,590,834
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,590,834
    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
    6,590,834
    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 6,590,834
    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...... 1,114,036
    b From 2017...... 1,447,039
    c From 2018...... 1,243,568
    d From 2019...... 1,196,278
    e From 2020...... 80,610
    f Total of lines 3a through e ........ 5,081,531
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,763,983
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 6,590,834
    e Remaining amount distributed out of corpus 173,149
    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 5,254,680
    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) ...     		1,114,036
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		4,140,644
    10 Analysis of line 9:
    a Excess from 2017.... 1,447,039
    b Excess from 2018.... 1,243,568
    c Excess from 2019.... 1,196,278
    d Excess from 2020.... 80,610
    e Excess from 2021.... 173,149
    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
    ALL FAITHS FOOD BANK INC
    8171 BLAIKIE COURT
    SARASOTA,FL34240     		  PC GENERAL OPERATING SUPPORT 25,000
    ALL FAITHS FOOD BANK INC
    8171 BLAIKIE COURT
    SARASOTA,FL34240     		  PC ALL FAITHS FOOD BANK SUMMER FOOD PROGRAM 25,000
    ANCHOR PROGRAM FUND INC
    630 LIDO BLVD
    LIDO BEACH,NY11561     		  PC ANCHOR PROGRAM FUND GRANT TO BENEFIT CAMP ANCHOR 32,250
    ANCHOR PROGRAM FUND INC
    630 LIDO BLVD
    LIDO BEACH,NY11561     		  PC SCHOLARSHIP PROGRAM, THE EQUINE THERAPY PROGRAM, MINI-HORSE PROGRAM, AND FUNDRAISING CONSULTANT 4,980
    ANCHOR PROGRAM FUND INC
    630 LIDO BLVD
    LIDO BEACH,NY11561     		  PC SCHOLARSHIP PROGRAM, THE EQUINE THERAPY PROGRAM, MINI-HORSE PROGRAM, AND FUNDRAISING CONSULTANT 2,718
    ANDIAMO MOTORCYCLES CHARITY INC
    23 HARDENBURGH AVE
    HAWORTH,NJ07641     		  PC GENERAL OPERATING SUPPORT 15,000
    ARTIST SERIES CONCERTS OF SARASOTA INC
    1226 N TAMIAMI TRAIL
    SARASOTA,FL34236     		  PC ARTIST RESIDENCY PROGRAM FOR EDUCATIONAL OUTREACH 50,000
    ASOLO THEATRE
    5555 N TAMIAMI TRAIL
    SARASOTA,FL34243     		  PC ASOLO REP'S 2022-2023 SEASON 225,000
    BERNIE'S BOOK BANK
    917 NORTH SHORE DRIVE
    LAKE BLUFF,IL60044     		  PC GENERAL OPERATING SUPPORT 10,000
    BETH MORRISON PROJECTS
    138 SOUTH OXFORD ST
    BROOKLYN,NY11217     		  PC WOMEN-LED PROJECTS DURING BETH MORRISON PROJECTS' 2022-23 SEASON 100,000
    BOYS TOWN NEW ENGLAND
    BAZARSKY CAMPUS
    PORTSMOUTH,RI02871     		  PC GENERAL SUPPORT FOR CHILD AND FAMILY SERVICES 10,000
    CAMP HORSEABILITY INC
    PO BOX 410-1
    OLD WESTBURY,NY11568     		  PC GOALS VOCATIONAL TRAINING PROGRAM AND GENERAL OPERATING SUPPORT 50,000
    CAMP H-TOWN
    PO BOX 131353
    HOUSTON,TX77219     		  PC GENERAL OPERATING SUPPORT 25,000
    CAMP H-TOWN
    PO BOX 131353
    HOUSTON,TX77219     		  PC CAMP EXPANSION FUND 25,000
    CAMP H-TOWN
    PO BOX 131353
    HOUSTON,TX77219     		  PC GENERAL OPERATING SUPPORT 15,000
    CAMP H-TOWN
    PO BOX 131353
    HOUSTON,TX77219     		  PC COLLEGE EDUCATION SCHOLARSHIPS FOR CAMP H-TOWN COUNSELORS 15,000
    CHANCES FOR CHILDREN - NY INC
    1178 ANDERSON AVENUE
    BRONX,NY10452     		  PC PROGRAM EXPANSION AND OUTREACH INITIATIVE 110,000
    CHILDREN FIRST INC
    1723 N ORANGE AVE
    SARASOTA,FL34234     		  PC COMPREHENSIVE SERVICES FOR AT-RISK CHILDREN 50,000
    CHILDREN FIRST INC
    1723 N ORANGE AVE
    SARASOTA,FL34234     		  PC COMPREHENSIVE SERVICES FOR AT-RISK CHILDREN 50,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE ROAD
    SARASOTA,FL34237     		  PC SEASON OF SHARING 50,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE ROAD
    SARASOTA,FL34237     		  PC SUNCOAST DISASTER RECOVERY FUND 25,000
    COMMUNITY FUNDS INC
    909 THIRD AVE 22ND FLOOR
    NEW YORK,NY10022     		  PC SUPPORT ARTS AND CULTURAL, SOCIAL SERVICES, AND OTHER CHARITABLE ORGANIZATIONS 100,000
    COVENANT HOUSE
    5 PENN PLAZA
    NEW YORK,NY10001     		  PC ANTI-HUMAN TRAFFICKING SERVICES AND ADVOCACY FOR SURVIVORS 250,000
    DANCEUSA
    1029 VERMONT AVE NW SUITE 400
    WASHINGTON,DC20005     		  PC FEMALE CHOREOGRAPHERS INITIATIVE 185,000
    DOMINICAN ACADEMY OF THE CITY OF NEW YORK
    44 E 68TH ST
    NEW YORK,NY10065     		  PC SCHOLARSHIPS 10,000
    DOMINICAN SISTERS VISION OF HOPE
    1555 34TH AVE
    OAKLAND,CA94601     		  PC SCHOLARSHIPS 10,000
    EMMA ALYSON AND KATE HANCE FAMILY FOUNDATION
    130 TULIP AVENUE SUITE 1
    FLORAL PARK,NY11001     		  PC BEAUTIFUL ME 75,000
    FOS FEMINISTA
    125 MAIDEN LN 9TH FL
    NEW YORK,NY10038     		  PC SCALING UP ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH IN THE GLOBAL SOUTH 250,000
    FRANCISCAN BREAD FOR THE POOR INC
    144 W 32ND ST
    NEW YORK,NY10001     		  PC GENERAL OPERATING SUPPORT 5,000
    FRANCISCAN MOUNTAIN RETREAT INC
    PO BOX AR
    ST BONAVENTURE,NY14778     		  PC GENERAL OPERATING SUPPORT 15,000
    FRENCH ACADEMY OF BERGEN COUNTY INC
    85 W DEMAREST AVE
    ENGLEWOOD,NJ076312316     		  PC GENERAL OPERATING SUPPORT 5,000
    GIRLS INC OF SARASOTA COUNTY
    201 S TUTTLE AVE
    SARASOTA,FL34237     		  PC OUTREACH/STEM, MATCH CAMPAIGN, SCHOLARSHIP FUND 75,000
    GIRLS INC OF SARASOTA COUNTY
    201 S TUTTLE AVE
    SARASOTA,FL34237     		  PC OUTREACH/STEM, MATCH CAMPAIGN, SCHOLARSHIP FUND 50,000
    GLOBAL HEALTH CORPS
    318 W 39TH STREET
    NEW YORK,NY10018     		  PC INVESTING IN HEALTH EQUITY LEADERS AS A LEVER FOR CHANGE 150,000
    GULF COAST COMMUNITY FOUNDATION INC
    601 TAMIAMI TRAIL SOUTH
    VENICE,FL34285     		  PC HURRICANE IAN DISASTER RELIEF FUND 25,000
    HERE
    145 SIXTH AVENUE
    NEW YORK,NY10013     		  PC 2022 PROTOTYPE FESTIVAL 100,000
    HOSPITAL FOR SPECIAL SURGERY
    535 EAST 70TH STREET
    NEW YORK,NY10021     		  PC EVALUATION OF A NOVEL MITOCHONDRIAL PROTECTANT AGENT IN TENDINOPATHY 150,000
    HOSPITAL FOR SPECIAL SURGERY
    535 EAST 70TH STREET
    NEW YORK,NY10021     		  PC COVID-19 RELIEF - HSS ENHANCED PHYSICIAN AND STAFF WELLNESS 50,000
    ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
    ONE GUSTAVE L LEVY PLACE BOX 1049
    NEW YORK,NY10029     		  PC COVID-19 RELIEF 50,000
    IMPACT IMMIGRATION
    1130 SW MORRISON ST 250
    PORTLAND,OR97205     		  PC IMPACT IMMIGRATION GENERAL OPERATING SUPPORT 50,000
    JOEL A GINGRAS JR MEMORIAL FOUNDATION INC
    955 RED COAT FARM DR
    CHALFONT,PA189144423     		  PC GENERAL OPERATING SUPPORT 50,000
    LEAGUE OF AMERICAN ORCHESTRAS
    520 8TH AVENUE
    NEW YORK,NY10018     		  PC VIRGINIA B. TOULMIN FOUNDATION ORCHESTRAL COMMISSIONS PROGRAM 200,000
    LEAGUE OF AMERICAN ORCHESTRAS
    520 8TH AVENUE
    NEW YORK,NY10018     		  PC VIRGINIA B. TOULMIN FOUNDATION ORCHESTRAL COMMISSIONS PROGRAM 100,000
    LEE MEMORIAL HEALTH SYSTEM DBA LEE HEALTH
    PO BOX 2218
    FORT MYERS,FL33902     		  PC HURRICANE IAN DISASTER RELIEF FUND 50,000
    LONG ISLAND CARES INC
    10 DAVIDS DR
    HAUPPAUGE,NY11788     		  PC GENERAL OPERATING SUPPORT 5,000
    MARIE SELBY BOTANICAL GARDENS INC
    811 S PALM AVENUE
    SARASOTA,FL34236     		  PC SOUND EXPERIENCE FOR SPRING EXHIBITION & SPONSORSHIP OF SPRING EXHIBITION EVENINGS 100,000
    MIAMI CITY BALLET INC
    2200 LIBERTY AVE
    MIAMI BEACH,FL331391641     		  PC COMMISSION BY CLAUDIA SCHREIER AND FILMMAKER ADAM BARISH: THE INTERSECTION OF DANCE AND TECHNOLOGY 50,000
    MYFACE
    333 EAST 30TH STREET
    NEW YORK,NY10016     		  PC GENERAL OPERATING SUPPORT 200,000
    MYFACE
    333 EAST 30TH STREET
    NEW YORK,NY10016     		  PC GENERAL OPERATING SUPPORT 35,000
    MYFACE
    333 EAST 30TH STREET
    NEW YORK,NY10016     		  PC GENERAL OPERATING SUPPORT 25,000
    NAPLES THERAPEUTIC RIDING CENTER
    2006 RIDGE DRIVE
    NAPLES,FL34108     		  PC GENERAL OPERATING SUPPORT 7,500
    NATIONAL SAWDUST
    80 N 6TH ST
    BROOKLYN,NY11249     		  PC NS CULTURE LAB 200,000
    NEW MUSIC USA
    114 JOHN STREET 998
    NEW YORK,NY10038     		  PC AMPLIFYING VOICES: CO-COMMISSIONS AND REPERTOIRE PROMOTION FOR EMERGING FEMALE COMPOSERS 70,000
    NEW YORK CITY BALLET
    DAVID H KOCH THEATER
    NEW YORK,NY10023     		  PC NEW BALLETS BY SIDRA BELL, ANDREA MILLER AND PAM TANOWITZ, AND FIRST STEPS PROGRAM IN 2021-22 100,000
    NEW YORK CITY CENTER
    130 W 56TH ST
    NEW YORK,NY10019     		  PC GENERAL OPERATING SUPPORT 5,000
    NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		  PC THE GREENE SPACE ARTIST IN RESIDENCE PROGRAM 50,000
    NEW YORK-PRESBYTERIAN FUND INC
    850 THIRD AVENUE 12TH FLOOR
    NEW YORK,NY10022     		  PC COVID-19 RELIEF 50,000
    NEXTGENFACE INC
    812 PARK AVE
    NEW YORK,NY100212770     		  PC GENERAL OPERATING SUPPORT 25,000
    NEXTGENFACE INC
    812 PARK AVE
    NEW YORK,NY100212770     		  PC GENERAL OPERATING SUPPORT 25,000
    NO GREATER SACRIFICE FOUNDATION
    1101 PENNSYLVANIA AVENUE NW
    WASHINGTON,DC20004     		  PC SCHOLARSHIPS/MENTORING FOR CHILDREN OF KILLED SERVICE MEMBERS 10,000
    NYU - SCHOOL OF MEDICINE
    ONE PARK AVENUE 5TH FLOOR
    NEW YORK,NY10016     		  PC NUCLEAR CARDIOLOGY RESEARCH FUND 50,000
    NYU LANGONE HEALTH SYSTEM
    550 FIRST AVENUE
    NEW YORK,NY10016     		  PC COVID-19 RELIEF 50,000
    OCEAN PROFESSIONAL THEATRE COMPANY INC
    PO BOX 1155
    BEACH HAVEN,NJ08008     		  PC OCEAN PROFESSIONAL THEATRE COMPANY (DBA SURFLIGHT THEATRE) INTERN AND APPRENTICE PROGRAM 50,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 170,500
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 114,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY23 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 19,200
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY23 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 18,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS 14,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 14,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 13,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 4,100
    OPPORTUNITY MUSIC PROJECT INC
    4 WEST 43RD STREET SUITE 621
    NEW YORK,NY10036     		  PC OPPORTUNITY MUSIC PROJECT SCHOLARSHIP PROGRAM & CONSERVATORY AUDITION PREP PROJECT (CAP) 75,000
    OUR LADY OF VICTORY PARISH SCHOOL
    2 FLORAL PKWY
    FLORAL PARK,NY11001     		  PC GENERAL OPERATING SUPPORT 5,000
    PLANNED PARENTHOOD OF GREATER NEW YORK
    26 BLEECKER STREET
    NEW YORK,NY10012     		  PC PROJECT STREET BEAT 100,000
    PLANNED PARENTHOOD OF ILLINOIS
    17 N STATE STREET
    CHICAGO,IL60602     		  PC PLANNED PARENTHOOD OF ILLINOIS GENERAL OPERATIONS 25,000
    PLANNED PARENTHOOD OF SW AND CENTRAL FL
    736 CENTRAL AVENUE
    SARASOTA,FL34236     		  PC ADDITIONAL FUNDING FOR PEER EDUCATION PROGRAM EXPANSION 75,000
    PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
    7155 E 38TH AVE
    DENVER,CO80207     		  PC EXPANDED REPRODUCTIVE AND ABORTION CARE SERVICES IN THE ROCKY MOUNTAIN REGION 25,000
    POINTS OF LIGHT FOUNDATION
    600 MEANS STREET
    ATLANTA,GA30318     		  PC GENERAL OPERATING SUPPORT 10,000
    PROFESSIONAL CHILDREN'S SCHOOL
    132 WEST 60TH STREET
    NEW YORK,NY10023     		  PC THE VIRGINIA B. TOULMIN SCHOLARS PROGRAM AT PROFESSIONAL CHILDRENS SCHOOL 105,500
    PROFESSIONAL CHILDREN'S SCHOOL
    132 WEST 60TH STREET
    NEW YORK,NY10023     		  PC GENERAL OPERATING SUPPORT 10,000
    REPRODUCTIVE HEALTH SERVICES OF PLANNED PARENTHOOD OF THE ST LOUIS REGION
    4251 FOREST PARK
    ST LOUIS,MO63108     		  PC GENERAL OPERATING SUPPORT AND MOBILE HEALTH UNIT SUPPORT 25,000
    RIVER FUND NEW YORK INC
    89-11 LEFFERTS BLVD
    RICHMOND HILL,NY11418     		  PC RIVER TO SUCCESS EDUCATIONAL PATHWAYS AND GENERAL OPERATING SUPPORT 125,000
    SARASOTA BALLET OF FLORIDA INC
    5555 N TAMIAMI TRAIL
    SARASOTA,FL34243     		  PC JESSICA LANG WORLD PREMIERE 50,000
    SARASOTA OPERA ASSOCIATION
    61 N PINEAPPLE AVE
    SARASOTA,FL34236     		  PC 2022-2023 SARASOTA OPERA SEASON 175,000
    SARASOTA ORCHESTRA
    709 N TAMIAMI TRAIL
    SARASOTA,FL34236     		  PC SARASOTA ORCHESTRAS 2021-2022 PROGRAMS 200,000
    ST BONAVENTURE UNIVERSITY
    3261 WEST STATE ROAD
    ST BONAVENTURE,NY14778     		  PC UNIVERSITY MINISTRIES BONA BUDDIES YOUTH MENTORS 20,000
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		  PC TUNNEL TO TOWERS FOUNDATION'S GENERAL OPERATING SUPPORT 125,000
    SUNRISE ASSOCIATION
    15 NEIL COURT
    OCEANSIDE,NY11572     		  PC GENERAL OPERATING SUPPORT 185,000
    THE CENTER FOR BALLET AND THE ARTS AT NEW YORK UNIVERSITY
    20 COOPER SQUARE 2ND FLOOR
    NEW YORK,NY10003     		  PC VIRGINIA B. TOULMIN FELLOWSHIP FOR MUSIC AND DANCE 150,000
    THE JUILLIARD SCHOOL
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TOULMIN SCHOLARS PROGRAM 115,000
    THE JUILLIARD SCHOOL
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC TOULMIN SCHOLARS PROGRAM 115,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    622 WEST 113TH STREET
    NEW YORK,NY10025     		  PC COVID-19 RELIEF FUND 50,000
    WATERMAN'S COMMUNITY CENTER
    PO BOX 526
    NORTH HAVEN,ME04853     		  PC GENERAL OPERATING SUPPORT 25,000
    WATERMAN'S COMMUNITY CENTER
    PO BOX 526
    NORTH HAVEN,ME04853     		  PC GENERAL OPERATING SUPPORT 25,000
    Total .................................bullet 3a 6,209,748
    bApproved for future payment
    ANCHOR PROGRAM FUND INC
    630 LIDO BLVD
    LIDO BEACH,NY11561     		  PC ANCHOR PROGRAM FUND GRANT TO BENEFIT CAMP ANCHOR 25,000
    HERE ARTS CENTER
    145 SIXTH AVE
    NEW YORK,NY10013     		  PC PROTOTYPE: OPERA THEATRE NOW 100,000
    HOSPITAL FOR SPECIAL SURGERY
    535 EAST 70TH STREET
    NEW YORK,NY10021     		  PC EVALUATION OF A NOVEL MITOCHONDRIAL PROTECTANT AGENT IN TENDINOPATHY 150,000
    LEAD
    5 S MAIN ST
    ALLENTOWN,NJ08501     		  PC DIGITAL THREAT ASSESSMENT PROGRAM 25,000
    NATIONAL SAWDUST
    80 N 6TH ST
    BROOKLYN,NY11249     		  PC COMPOSER FELLOWSHIPS AND COMMISSIONS 200,000
    NEW YORK CITY CENTER INC
    130 W 56TH ST
    NEW YORK,NY10019     		  PC GENERAL OPERATING SUPPORT 100,000
    OPERA AMERICA
    330 7TH AVE
    NEW YORK,NY10001     		  PC OPERA GRANTS FOR FEMALE COMPOSERS (DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 362,800
    PROFESSIONAL CHILDREN'S SCHOOL
    132 WEST 60TH STREET
    NEW YORK,NY10023     		  PC THE VIRGINIA B TOULMIN SCHOLARS PROGRAM AT PROFESSIONAL CHILDREN'S SCHOOL 105,500
    SCHOOL OF AMERICAN BALLET
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC FEMALE CHOREOGRAPHY PROJECT 150,000
    THE CENTER FOR BALLET AND THE ARTS AT NEW YORK UNIVERSITY
    20 COOPER SQUARE 2ND FLOOR
    NEW YORK,NY10003     		  PC THE CENTER FOR BALLET AND THE ARTS AND NATIONAL SAWDUST TOULMIN FELLOWSHIP PROGRAM 100,000
    Total .................................bullet 3b 1,318,300
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 6,311,151  
    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 7,825,791 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,825,791
    (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:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 108,975 81,731   27,244

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Statement:
    THE OHIO ATTORNEY GENERAL REQUIRES THE FILING OF AN ANNUAL REPORT AND PAYMENT OF A FILING FEE AND DOES NOT REQUIRE OR ACCEPT A COPY OF FORM 990-PF.

    TY 2021 GeneralExplanationAttachment
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Identifier Return Reference Explanation
    TRANSFERS FROM CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: VIRGINIA B. TOULMIN IRREVOCABLE TRUSTEMPLOYER ID NO: 61-6399748ADDRESS: 10 WEST SECOND STREET, 26TH FLOOR, DAYTON, OH 45402DESCRIPTION OF TRANSFER: CASH TRANSFERS OF CONTRIBUTION RECEIVABLE FROM TRUST DURING THE YEARAMOUNT OF TRANSFER: NONETOTAL AMOUNT OF TRANSFERS FROM CONTROLLED ENTITIES: $80,000EXCESS BUSINESS HOLDING: NO

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS CO NOTE CALL MAKE WHOLE 423,037 423,037
    APPLE INC NOTE CALL MAKE WHOLE 415,304 415,304
    WELLS FARGO &CO SER Q MTN 589,170 589,170
    MORGAN STANLEY MTN CALL MAKE WHOLE 401,542 401,542
    MICROSOFT CORP NOTE CALL MAKE WHOLE 384,940 384,940
    GOLDMAN SACHS GROUP INC NOTE 586,899 586,899
    BK OF AMERICA CORP SER L MTN 383,741 383,741
    CVS HEALTH CORP NOTE CALL MAKE WHOLE 351,874 351,874
    VERIZON COMMUNICATIONS INC 356,239 356,239
    BP CAP MKTS AMER INC NOTE CALL MAKE WHOLE 357,778 357,778
    QUALCOMM INC NOTE CALL MAKE WHOLE 344,194 344,194
    JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 335,164 335,164
    AMAZON COM INC NOTE CALL MAKE WHOLE 335,756 335,756
    AMAZON.COM INC 3.6% 107,338 107,338
    AMERICAN EXPRESS CO ALT TIER I PERP 3.55% 16,968 16,968
    AMERICAN EXPRESS CO SR FLT NT 24 0% 204,147 204,147
    APPLE INC 3.25% 122,603 122,603
    BANK OF AMERICA CORP FR 3.974% 123,746 123,746
    BK OF AMERICA CORP 6.125% 23,620 23,620
    BANK OF NEW YORK MELLON CORP 4.7% 22,980 22,980
    BANK OF NOVA SCOTIA 1.3% 112,165 112,165
    BOEING 2.8% 120,105 120,105
    CITIGROUP INC 1.546% 419,072 419,072
    CITIGROUP INC 4% 22,775 22,775
    CITIZENS FINANCIAL GROUP INC 6% 24,776 24,776
    COCA COLA CO 2.25% 116,986 116,986
    DISCOVER FINANCIAL SERVICES 5.5% 21,647 21,647
    ENTERGY LOUISIANA LLC ENTERGY LA 115,236 115,236
    FIFTH THIRD BANCORP COMP 5.1% 24,592 24,592
    GOLDMAN SACHS GROUP INC 5.5% 18,040 18,040
    HSBC HOLDINGS PLC .976% 122,572 122,572
    HUNTINGTON BANCSHARES INC 5.7% 25,480 25,480
    JPMORGAN CHASE & CO 4.005% 103,621 103,621
    JPMORGAN CHASE & CO PERP SR-Q N 5.15% 25,383 25,383
    LENNAR CORP SR GLBL NT 5.875% 115,231 115,231
    QUALCOMM INC 4.25% 117,098 117,098
    SVB FINANCIAL CORPORATION 4.25% 17,365 17,365
    SCHWAB CHARLES CORP 5.375% 23,430 23,430
    SHELL INTERNATIONAL 3.25% 120,173 120,173
    STATE STREET CORP 5.625% 22,875 22,875
    TRUIST FINL CORP 5.05% 23,280 23,280
    WELLS FARGO & CO 3% 15,282 15,282

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIRBNB INC 240,120 240,120
    ALIGN TECHNOLOGY INC 164,961 164,961
    AMAZON.COM INC 798,410 798,410
    ATLASSIAN CORP PLC F 566,022 566,022
    BLOCK INC 518,464 518,464
    CHARTER COMMUNICATN 171,311 171,311
    CLOUDFARE INC 355,098 355,098
    COSTAR GROUP INC 620,317 620,317
    DATADOG INC 218,021 218,021
    DEXCOMINC 1,013,103 1,013,103
    DOORDASH INC 175,426 175,426
    EDWARDS LIFESCIENCES 175,498 175,498
    FLOOR & DECOR HOLDINGS 271,249 271,249
    INTUIT INC 497,610 497,610
    LAM RESEARCH CORP 318,967 318,967
    MATCH GROUP INC NEW 267,192 267,192
    META PLATFORMS INC 130,797 130,797
    NETFLIX INC 512,833 512,833
    NVIDIA CORP 201,240 201,240
    SAREPTA THERAPEUTICS 239,670 239,670
    SEA LTD 368,526 368,526
    SERVICE NOW INC 889,024 889,024
    SHOPIFY INC 366,090 366,090
    SNOWFLAKE INC 375,583 375,583
    UBER TECHNOLOGIES INC 393,289 393,289
    VISA INC 1,000,376 1,000,376
    WARNER MUSIC GROUP CORP 270,218 270,218
    10X GENOMICS INC 86,949 86,949
    MORGAN STANLEY 22,711 22,711
    NORTHERN TR CORP 20,020 20,020
    REGIONS FINANCIAL CORP NEW 20,404 20,404
    AT&T INC 18,696 18,696
    ALLSTATE CORP 18,962 18,962
    METLIFE INC INC PFD SER A 22,070 22,070
    ARCHER PHARMACEUTICALS, INC 2,500 2,500
    AERCAP HOLDINGS NV 315,974 315,974
    ALPHABET INC. 1,185,143 1,185,143
    AMAZON.COM INC 860,496 860,496
    AON PLC F 587,188 587,188
    CAPITAL ONE FC 401,498 401,498
    CITIGROUP INC 620,165 620,165
    COMCAST CORP 556,021 556,021
    CONOCOPHILLIPS 219,901 219,901
    DISH NETWORK CORP 166,187 166,187
    ELEVANCE HEALTH INC 447,805 447,805
    EVOLUTION AB 89,837 89,837
    GENERAL ELECTRIC CO 678,814 678,814
    GENERAL MOTORS CO 92,002 92,002
    GOLDMAN SACHS GROUP 811,666 811,666
    HILTON WORLDWIDE HLD 564,711 564,711
    IAC INC 91,226 91,226
    LIBERTY BROADBAND CO 564,771 564,771
    LYONDELLBASELL INDS F 165,056 165,056
    MARRIOTT INTL INC 733,464 733,464
    META PLATFORMS INC 450,429 450,429
    MICROSOFT CORP 1,336,605 1,336,605
    MORGAN STANLEY 476,915 476,915
    NASPERS LTD 59,136 59,136
    NETFLIX INC 1,051,352 1,051,352
    PROSUS N V 215,984 215,984
    SAFRAN 367,474 367,474
    SHELL PLC 636,741 636,741
    UNITEDHEALTH GRP INC 1,004,822 1,004,822
    VISA INC 230,983 230,983
    WALT DISNEY CO 240,567 240,567
    WELLS FARGO & CO 666,947 666,947
    WOODWARD INC 259,511 259,511
    AMERICAN INTL GROUP 314,811 314,811
    AVNET INC 559,324 559,324
    BANK OF AMERICA CORP 566,188 566,188
    BELDEN INC 599,862 599,862
    CAPITAL ONE FC 580,884 580,884
    CITIGROUP INC 1,062,118 1,062,118
    COGNIZANT TECH SOLU 467,435 467,435
    DOW INC 725,452 725,452
    EQUITABLE HLDGS INC 813,482 813,482
    FRESENIUS MEDICAL CARE 361,203 361,203
    GENERAL ELECTRIC CO 1,240,758 1,240,758
    HOOKER FURNITURE CO 483,019 483,019
    JELD WEN-HOLDING INC 273,292 273,292
    LEAR CORP 862,915 862,915
    METLIFE INC 427,766 427,766
    NEWELL BRANDS INC 465,342 465,342
    NOV INC 1,006,253 1,006,253
    NRG ENERGY INC 464,690 464,690
    OLIN CORP 263,903 263,903
    PVH CORP 511,968 511,968
    STEELCASE INC 586,573 586,573
    TEREX CORP 572,830 572,830
    TRIMAS CORP 345,469 345,469
    WELLS FARGO & CO 1,131,906 1,131,906
    ALPHABET INC 274,268 274,268
    AMAZON.COM INC 184,392 184,392
    AMERICAN EXPRESS CO 189,868 189,868
    ANALOG DEVICES INC 182,411 182,411
    APPLIED MATERIALS INC 58,095 58,095
    APTIV PLC 46,810 46,810
    BANK OF AMERICA CORP 200,238 200,238
    CISCO SYSTEMS INC 67,100 67,100
    COMMERCE BANCSHARES 88,125 88,125
    DANAHER CORP 183,216 183,216
    DOLLAR GENERAL CORP 118,088 118,088
    ESTEE LAUDER CO INC 42,103 42,103
    HONEYWELL INTL INC 175,457 175,457
    HUMANA INC 94,874 94,874
    INTERCONTINENTAL EXC 164,858 164,858
    IQVIA HOLDINGS INC 108,819 108,819
    JOHNSON & JOHNSON 226,857 226,857
    MARSH & MC LENNAN CO 176,509 176,509
    MCDONALDS CORP 198,769 198,769
    MEDTRONIC PLC F 200,620 200,620
    MICROSOFT CORP 294,805 294,805
    NIKE INC 80,168 80,168
    NORFOLK SOUTHERN CO 168,088 168,088
    SALESFORCE.COM INC 92,839 92,839
    SYSCO CORP 155,202 155,202
    VISA INC 233,676 233,676
    WASTE MANAGEMENT 134,456 134,456
    PROLOGIS INC 100,672 100,672
    AERSALE CORP 72,186 72,186
    AIR TRANS SVCS GROUP 119,136 119,136
    ASURE SOFTWARE INC 79,398 79,398
    BARRETT BUSINESS SVC 63,235 63,235
    C R A INTERNTNL 30,822 30,822
    CAPSTAR FINL HLDGS 23,868 23,868
    E C N CAPITAL CORP F 63,818 63,818
    EASTERN BANKSHARES INC 45,816 45,816
    EVERI HOLDINGS INC 79,906 79,906
    FIESTA.RESTAURANT GP 51,317 51,317
    FIRST BUSEY CORP 57,310 57,310
    FIRST NORTHWEST BANCORP 42,081 42,081
    HARROW HEALTH INC 89,022 89,022
    IMAX CORP 46,210 46,210
    INFORMATION SVCS GP 78,681 78,681
    JEFFERIES FINL 110,284 110,284
    KKR & CO INC 97,260 97,260
    KKR ACQUISITION HLDGS I 23,750 23,750
    LAKELAND INDUSTRIES 38,625 38,625
    LANTHEUS HOLDINGS INC 115,794 115,794
    MOTORCAR PARTS OF AM 83,695 83,695
    PERION NETWORK LTD F 122,844 122,844
    POWERFLEET INC 47,872 47,872
    QUINSTREET INC 151,240 151,240
    SMARTFINL INC 65,790 65,790
    STONERIDGE INC 41,531 41,531
    STONEX GROUP INC 128,315 128,315
    SYNOVUS FINL CO 44,034 44,034
    TARGET HOSPITALITY CORP 302,364 302,364
    TRONOX HOLDINGS PLC F 45,900 45,900
    VERINT SYSTEMS INC 50,133 50,133
    VISTEON CORP 84,153 84,153
    KKR ACQUISITION HOLD WTS 139 139
    ADOBE INC 37,902 37,902
    ADVANCED MICRO DEVICES 53,934 53,934
    ALPHABET INC. 52,726 52,726
    AMAZON.COM INC 41,488 41,488
    AMPHENOL CORP-CL A 31,924 31,924
    ANALOG DEVICES INC 43,499 43,499
    APPLE INC 49,836 49,836
    ASML HOLDING NV-NY REG SHS 25,511 25,511
    ATLASSIAN CORP -CLASS A 12,164 12,164
    BOOKING HOLDINGS INC 33,651 33,651
    CONFLUENT INC-CLASS A 17,069 17,069
    CROWDSTRIKE HOLDINGS INC - A 13,380 13,380
    DATADOG, INC - CLASS A 12,479 12,479
    DEXCOM INC 38,408 38,408
    ELASTIC NV 21,871 21,871
    ENPHASE ENERGY INC 48,813 48,813
    ENTEGRIS INC 16,265 16,265
    EQUINIX INC 22,091 22,091
    FIRST SOLAR INC 14,411 14,411
    F5 INC 20,579 20,579
    GLOBALFOUNDRIES INC 16,840 16,840
    GLOBANT SA 15,472 15,472
    HASHICORP INC-CL A 6,699 6,699
    HUBSPOT INC 22,835 22,835
    INTUIT INC 43,178 43,178
    LAM RESEARCH CORP 34,002 34,002
    MARVELL TECHNOLOGY INC 27,101 27,101
    MERCADOLIBRE INC 22,541 22,541
    META PLATFORMS INC-CLASS A 21,986 21,986
    MICROSOFT CORP 51,997 51,997
    MKS INSTRUMENTS INC 19,223 19,223
    MONGODB INC 19,401 19,401
    MONOLITHIC POWER SYSTEMS INC 19,688 19,688
    NETFLIX IN 55,165 55,165
    NVIDIA CORP 43,190 43,190
    OKTA INC 10,775 10,775
    ORACLE CORP 61,597 61,597
    PROCORE TECHNOLOGIES IN 10,987 10,987
    QUALCOMM INC 34,710 34,710
    SALESFORCE COM 60,646 60,646
    SBA COMMUNICATIONS CORP 24,021 24,021
    SERVICENOW INC 35,763 35,763
    SHOPIFY INC - CLASS A 10,474 10,474
    SNAP INC - A 8,245 8,245
    SNOWFLAKE INC-CLASS A 6,733 6,733
    SYNOPYSYS INC 60,850 60,850
    TAKE TWO INTERACTIVE SOFTWARE 27,013 27,013
    TERADYNE INC 23,266 23,266
    TESLA INC 66,897 66,897
    TRADE DESK INC/THE -CLASS A 24,863 24,863
    TWILIO INC - A 9,222 9,222
    UBER TECHNOLOGIES INC 16,819 16,819
    UNIVERSAL DISPLAY CORP 11,522 11,522
    VEEVA SYSTEMS INC - CLASS A 14,611 14,611
    WALT DISNEY CO/THE 18,538 18,538
    WOLFSPEED INC 28,035 28,035
    WORKDAY INC-CLASS A 43,162 43,162
    ZOOM VIDEO COMMUNICATIONS-A 15,019 15,019
    ZSCALER INC 16,643 16,643

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    US Government Securities - End of Year Book Value:

    8,712,705
    US Government Securities - End of Year Fair Market Value:

    8,712,705
    State & Local Government Securities - End of Year Book Value:


    5,709,442
    State & Local Government Securities - End of Year Fair Market Value:


    5,709,442


    TY 2021 InvestmentsOtherSchedule2
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MATTHEWS ASIA DIVIDEND FMV 1,320,227 1,320,227
    PROFESSIONALLY MANAGED OSTERWEIS STRATEGIC INCOME FUND FMV 396,377 396,377
    WILLIAM BLAIR INTERNATIONAL FMV 4,208,646 4,208,646
    NEUBERGER BERMAN EMERG M FMV 1,273,945 1,273,945
    SCOGGIN OVERSEAS FUND LTD FMV 5,308,537 5,308,537
    LIGHTHOUSE GLOBAL LONG/SHORT FUND FMV 9,388,141 9,388,141
    DELTEC EMERGING MARKET INCOME FUND FMV 2,998,289 2,998,289
    DELTEC EMERGING MARKET EQUITIES FUND FMV 2,016,926 2,016,926
    HACKMAN CAPITAL REAL ESTATE FUND II FMV 416,702 416,702

    TY 2021 LegalFeesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 30,136 0   0


    TY 2021 OtherAssetsSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST RECEIVABLE 194,234 195,247 195,247
    CONTRIBUTION RECEIVABLE 147,208 132,421 132,421


    TY 2021 OtherDecreasesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Amount
    GAIN/LOSS ON CONTRIBUTION RECEIVABLE 36,185
    UNREALIZED CHANGE IN FAIR VALUE OF INVESTMENTS 41,153,115


    TY 2021 OtherExpensesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARTNERSHIP EXPENSES 0 148,663   0
    OFFICE EXPENSES 6,297 2,519   2,519
    PROGRAM EXPENSES 149,766 0   149,766


    TY 2021 OtherIncomeSchedule2
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME   62,047  


    TY 2021 OtherIncreasesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Amount
    DEFERRED FEDERAL EXCISE TAXES 581,741


    TY 2021 OtherLiabilitiesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 668,084 86,343
    ACCRUED FEDERAL EXCISE TAX 400 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT AND ADVISORY FEES 1,168,004 1,168,004   0
    INVESTMENT CONSULTANT AND ADMINISTRATIVE SERVICES 239,803 0   163,176


    TY 2021 TaxesSchedule
    Name:
    VIRGINIA B TOULMIN CHARITABLE
     
    FOUNDATION III
    EIN:
    13-7385769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 103,600 0   0
    FOREIGN TAX PAID 14,046 14,046   0