Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
CHARLES S RAIZEN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)25 MEADOW ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCARSDALE, NY105837657
A Employer identification number

13-6122579
B Telephone number (see instructions)

(914) 723-5278
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$4,120,839J 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 8 8 8
4 Dividends and interest from securities... 108,479 108,479 108,479
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,426,797
b Gross sales price for all assets on line 6a 3,965,461
7 Capital gain net income (from Part IV, line 2)... 2,426,797
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........ 2,535,284 2,535,284 108,487
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 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 2,500 0 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,472 1,450 0 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 23,115 22,451 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,087 23,901 0 0
25 Contributions, gifts, grants paid....... 150,640 150,640
26 Total expenses and disbursements. Add lines 24 and 25 180,727 23,901 0 150,640
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,354,557
b Net investment income (if negative, enter -0-) 2,511,383
c Adjusted net income (if negative, enter -0-)... 108,487
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............. 21,933 15,116 15,116
2 Savings and temporary cash investments......... 52,412 292,173 292,173
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 798,546 Click to see attachment2,920,159 3,813,550
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) 872,891 3,227,448 4,120,839
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 872,891 3,227,448
29 Total net assets or fund balances (see instructions)..... 872,891 3,227,448
30 Total liabilities and net assets/fund balances (see instructions). 872,891 3,227,448
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
872,891
2
Enter amount from Part I, line 27a .....................
2
2,354,557
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,227,448
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
3,227,448
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 .500 SHS GENERAL ELECTRIC CO P 1980-04-29 2021-08-02
b 487 SHS GENERAL ELECTRIC CO P 1980-04-29 2021-11-12
c 750 SHS MICROSOFT CORP P 2011-11-14 2021-06-09
d VARIOUS PUBLICLY TRADED SECURTITIES P    
e VARIOUS PUBLICLY TRADED SECURTITIES P    
200 SHS CATERPILLAR COM D 1985-04-18 2021-04-22
156 SHS CATERPILLAR COM P 2013-07-26 2021-04-22
31 SHS CATERPILLAR COM P 2013-07-26 2021-09-16
13 SHS CATERPILLAR COM P 2013-07-26 2021-11-12
8 SHS CATERPILLAR COM P 2015-05-13 2021-11-12
VARIOUS PUBLICLY TRADED SECURTITIES P    
500 SHS WALMART D 1999-04-28 2021-04-22
500 SHS WALMART P 2000-11-28 2021-04-22
300SHS WALMART D 2002-12-16 2021-04-22
300SHS WALMART D 2004-12-07 2021-04-22
200 SHS WALMART P 2003-11-25 2021-04-22
VARIOUS PUBLICLY TRADED SECURTITIES P    
2021 ADJUSTMENT TO PRIOR YEAR SECURITIES P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 51   4 47
b 52,146   3,898 48,248
c 190,516   20,270 170,246
d 433,695   384,405 49,290
e 376,653   345,563 31,090
46,680   825 45,855
36,410   12,762 23,648
6,369   2,536 3,833
2,735   1,063 1,672
1,683   708 975
848,070   270,200 577,870
70,540   25,428 45,112
70,540   24,735 45,805
42,324   15,365 26,959
42,324   15,815 26,509
28,216   11,202 17,014
1,628,011   403,885 1,224,126
88,498     88,498
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       47
b       48,248
c       170,246
d       49,290
e       31,090
      45,855
      23,648
      3,833
      1,672
      975
      577,870
      45,112
      45,805
      26,959
      26,509
      17,014
      1,224,126
      88,498
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 2,426,797
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 80,380
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 34,908
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 34,908
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 37,400
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 2,492
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,492 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)
    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 ofbulletJILL RAIZEN SERLING Telephone no.bullet (914) 723-5278

    Located atbullet25 MEADOW ROADSCARSDALENY ZIP+4bullet10583
    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
    JILL SERLING CO-PRES.-AS REQ
    0.00     		0 0 0
    25 MEADOW ROAD
    SCARSDALE,NY10583
    DAVID RAIZEN CO-PRES-AS REQ
    0.00     		0 0 0
    14 ASPEN ROAD
    SCARSDALE,NY10583
    ROBERT SERLING TREAS-AS REQ
    0.00     		0 0 0
    25 MEADOW ROAD
    SCARSDALE,NY10583
    SPENCER SERLING VICE PRES-AS REQ
    0.00     		0 0 0
    25 MEADOW ROAD
    SCARSDALE,NY10583
    AUSTIN SERLING SECTY-AS REQ
    0.00     		0 0 0
    25 MEADOW ROAD
    SCARSDALE,NY10583
    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
    2,987,478
    b
    Average of monthly cash balances.......................
    1b
    240,740
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,228,218
    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
    3,228,218
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    48,423
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,179,795
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    158,990
    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
    158,990
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    34,908
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    34,908
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    124,082
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    124,082
    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
    124,082
    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 7 124,082
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 63,271
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 150,640
    a Applied to 2020, but not more than line 2a 63,271
    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..... 87,369
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		36,713
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AALS ASSOCIATION GREATER NY CHAPTER
    42 BROADWAY SUITE 1724
    NEW YORK,NY10004     		    MEDICAL RESEARCH 250
    ALBERT EINSTEIN COLLEGE OF MEDICINE
    1300 MORRIS PARK AVENUE
    BRONX,NY10461     		    MEDICAL CARE 2,500
    ALLIANCE FOR CANCER GENE THERAPY
    96 CUMMINGS POINT ROAD
    STAMFORD,CT06902     		    MEDICAL RESEARCH 5,000
    ALZHEIMERS ASSOC ROCKLANDWESTCHESTER
    PO BOX 96011
    WASHINGTON,DC200906011     		    MEDICAL RESEARCH 1,000
    AMERICAN FRIENDS OF ISRAEL SPORTS CENTER FOR THE DISABLED
    ONE NORTHFIELD PLAZA SUITE 300
    NORTHFIELD,IL60093     		    SUPPORTING CHILDREN WITH DISABILITIES 1,000
    AMERICAN JEWISH COMMITTEE
    165 EAST 56TH STREET
    NEW YORK,NY10022     		    FIGHTING ANTISEMITISM & HATRED 5,000
    ANTI DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		    FIGHTING ANTISEMITISM & HATRED 7,500
    ARTHRITIS FOUNDATION
    PO BOX 96280
    WASHINGTON,DC200777491     		    MEDICAL RESEARCH 1,000
    BRONX HOUSE
    990 PELHAM PARKWAY
    BRONX,NY10461     		    COMMUNITY CENTER & SERVICES 1,000
    CARAMOOR
    149 GIRDLE RIDGE ROAD
    KATONAH,NY10536     		    SUPPORT OF THE ARTS 500
    CARNEGIE HALL CORP
    57TH STREET AND BROADWAY
    NEW YORK,NY10019     		    SUPPORT OF THE ARTS 1,500
    COLGATE UNIVERSITY
    UTICA STREET
    HAMILTON,NY13346     		    EDUCATION 1,000
    CORNELL UNIVERSITY
    130 EAST SENECA STREET
    ITHACA,NY14850     		    EDUCATION 1,000
    DEAN COLLEGE INSTITUTIONAL ADVANCEMENT
    99 MAIN STREET
    FRANKLIN,MA02038     		    EDUCATION 1,000
    DOROT
    171 WEST 85TH STREET
    NEW YORK,NY10024     		    SUPPORT FOR THE ELDERLY 250
    EISNER CAMP
    160 CHUBB AVENUE
    LYNHURST,NJ07071     		    JEWISH EDUCATION SUMMER CAMP 10,000
    EMELIN THEATRE
    153 LIBRARY LANE
    MAMARONECK,NY10543     		    SUPPORT FOR THE ARTS 250
    FAMILY SERVICES OF WESTCHESTER
    2975 WESTCHESTER AVENUE
    PURCHASE,NY10577     		    SOCIAL & MENTAL HEALTH SERVICE 1,000
    FRIENDS OF SPL
    54 OLMSTREAD ROAD
    SCARSDALE,NY10583     		    SUPPORT FOR THE LIBRARY 500
    GILDA'S CLUB OF WESTCHESTER
    80 MAPLE AVENUE
    WHITE PLAINS,NY10601     		    SUPPORT WITH PEOPLE WITH CANCER 250
    GRAD BAG
    PO BOX 605
    SCARSDALE,NY10583     		    SUPPORT FOR COLLEGE STUDENTS 1,000
    JBI INTERNATIONAL
    110 EAST 30TH STREET
    NEW YORK,NY10016     		    SUPPORT FOR THE BLIND 2,500
    JCC MID WESTCHESTER
    999 WILMOT ROAD
    SCARSDALE,NY10583     		    COMMUNITY CENTER AND SERVICES 500
    JEWISH MUSEUM
    1109 5TH AVENUE
    NEW YORK,NY10128     		    MUSEUM FOR THE HERITAGE OF THE JEWISH PEOPLE 250
    LAFAYETTE COLLEGE
    730 HIGH STREET
    EASTON,PA18042     		    EDUCATION 20,000
    LET'S GET READY
    50 BROADWAY
    NEW YORK,NY10004     		    ECONOMIC SUPPORT FOR COLLEGE STUDENTS 250
    MENTAL HEALTH ASSOCIATION OF WESTCHESTER
    29 STERLING AVENUE
    WHITE PLAINS,NY10606     		    PROMOTE MENTAL HEALTH ADVOCACY 500
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		    SUPPORT OF THE ARTS 5,000
    MT WASHINGTON OBSERVATORY
    2779 WHITE MT HIGHWAY
    NORTH CONWAY,NH03860     		    RESEARCHING EARTH'S WEATHER 5,000
    MY FUTURE MY MONEY WORKSHOP
    1202 LEXINGTON AVENUE SUITE 212
    SCARSDALE,NY10028     		    EDUCATE PEOPLE TO MANAGE MONEY 250
    NEW ISRAEL FUND
    6 EAST 39TH STREET
    NEW YORK,NY10016     		    FIGHTING JEWISH & ARAB INEQUAULITY 1,000
    NY PHILHARMONIC
    10 LINCON CENTER
    NEW YORK,NY10023     		    SUPPORT FOR THE ARTS 2,500
    PLANNED PARENTHOOD HUDSON PECONIC INC
    150 LOCKWOOD AVENUE
    NEW ROCHELLE,NY10801     		    COMPREHENSIVE SEX EDUCATION 2,500
    PROGRAM FOR JEWISH GENERIC HEALTH
    3325 BAINBRIDGE AVENUE
    BRONX,NY10467     		    TESTING FOR JEWISH GENETIC DISEASES 5,000
    RESEARCH FOUNDATION OF SUNY
    735 ANDERSON HILL ROAD
    PURCHASE,NY10577     		    RESEARCH FOUNDATION FOR SUNY 1,500
    SALISBURY SCHOOL
    251 CANAAN ROAD
    SCARSDALE,NY10583     		    EDUCATION 500
    SCARSDALE ADULT SCHOOL
    PO BOX 205
    SCARSDALE,NY10583     		    CONTINUING EDUCATION 5,000
    SCARSDALE EDGEMONT FAMILY COUNSELING
    14 HARWOOD COURT
    SCARSDALE,NY10583     		    COMMUNITY COUNCELING SERVICES 2,500
    SCARSDALE FOUNDATION
    PO BOX 542
    SCARSDALE,NY10583     		    PROMOTE CIVIC WELFARE 1,500
    SCARSDALE LEAGUE OF WOMEN VOTERS
    PO BOX 495
    SCARSDALE,NY10583     		    VOTER EDUCATION 500
    SCARSDALE PBA
    PO BOX 5
    SCARSDALE,NY10583     		    PROMOTE RESPECT BETWEEN COMMUNITY & POLICE 500
    SCARSDALE SCHOOLS EDUCATION FOUNDATION
    40 PADDINGTON ROAD
    SCARSDALE,NY10583     		    GRANTS TO SCARSDALE PUBLIC SCHOOLS 500
    SCARSDALE VOLUNTEER AMBULANCE CORPS
    5 WEAVER STREET
    SCARSDALE,NY10583     		    COMMUNITY AMBULANCE SERVICE 7,500
    SCARSDALE WOMENS CLUB
    37 DRAKE ROAD
    SCARSDALE,NY10583     		    PROGRAMS FOR THE COMMUNITY 250
    SHS SCHOLARSHIP FUND
    1057 POST ROAD
    SCARSDALE,NY10583     		    SCHOLARSHIPS TO SCARSDALE STUDENTS 500
    STUDENT ADVOCACY
    3 WEST MAIN STREET
    ELMSFORD,NY10523     		    LEGALLY-BASED STUDENT ADVOCACY 500
    TEMPLE ISRAEL OF NEW ROCHELLE
    1000 PINBROOK BLVD
    NEW ROCHELLE,NY10804     		    HOUSE OF WORSHIP 16,000
    THE ACCELERATION PROJECT
    PO BOX 335
    SCARSDALE,NY10523     		    KEEPING LOCAL ECONOMICS VITAL 250
    THE GUIDANCE CENTER
    150 HUGUENOT STREET
    NEW ROCHELLE,NY10804     		    COMMUNITY SUPPORT AND SERVICES 500
    THE NINETY SECOND STREET Y
    LEXINGTON AVENUE AND 92ND STREET
    NEW YORK,NY10128     		    COMMUNITY & CULTURAL CENTER 1,000
    THE SUMMER CAMP
    8 CHURCH STREET
    BRIDGTON,ME04009     		    CAMP FOR INNER CITY GIRLS 500
    THIRTEEN-PUBLIC TELEVISION
    825 8TH AVENUE
    NEW YORK,NY100197435     		    PUBLIC TELEVISION 1,500
    TRUSTEE'S OF COLUMBIA UNIVISERITY MENTAL HEALTH
    1116 AMSTERDAM AVENUE
    NEW YORK,NY10027     		    MENTAL HEALTH SUPPORT 2,000
    UJA
    130 EAST 59TH STREET
    NEW YORK,NY10022     		    JEWISH COMMUNITY SERVICES 1,000
    UNIFORMED FIREFIGHTERS ASSN OF THE VILLAGE OF SCARSDALE
    56 CROSSWAY
    SCARSDALE,NY10583     		    SUPPORT FOR LOCAL FIRE DEPARTMENT 100
    WCC FOUNDATION
    75 GRASSLANDS ROAD
    VALHALLA,NY10595     		    COMMUNITY SUPPORT 2,500
    WESTCHESTER JEWISH COMMUNITY SERVICES
    845 NORTH BROADWAY
    WHITE PLAINS,NY10605     		    SUPPORT FOR THE JEWISH COMMUNITY 1,000
    WESTCHESTER REFORM TEMPLE
    255 MAMARONECK ROAD
    SCARSDALE,NY10583     		    HOUSE OF WORSHIP 6,040
    WHITE PLAINS HOSPITAL
    41 EAST POST ROAD
    WHITE PLAINS,NY10605     		    MEDICAL CARE 5,000
    WILLIAM BURKE FOUNDATION-WHITE PLAINS HOSPITAL
    785 MAMARONECK AVENUE
    WHITE PLAINS,NY10605     		    REHABILITATION SERVICES 500
    WINNEBAGO ALUMNI ASSOCIATION
    401 ST SCHRISTOPHERS ROAD
    RICHMOND,VA23226     		    GIFT OF CAMP TO NEEDY BOYS 500
    ISRAEL TENNIS AND EDUCATION CENTER
    165 EAST 56 STREET 2ND FLOOR
    NEW YORK,NY10022     		    GENERAL CONTRIBUTION 1,000
    THE PURCHASE COLLEGE FOUNDATION
    735 ANDERSON HILL ROAD
    PURCHASE,NY10577     		    EDUCATION 750
    SARASOTA ART MUSEUM
    1001 S TAMIAMI TRAIL
    SARASOTA,FL34236     		    SUPPORT OF THE ARTS 1,000
    UNION FOR REFORM REFORM JUDAISM
    633 THIRD AVENUE 7TH FLOOR
    NEW YORK,NY10017     		    GENERAL CONTRIBUTION 500
    Total .................................bullet 3a 150,640
    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 ...........     		        8
    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 ............     		        2,426,797
    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 0 2,535,284
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,535,284
    (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.)
    3 INCOME GENERATED FROM INVESTMENTS ARE USED TO PAY FOR CHARITABLE CONTRIBUTIONS AND FOUNDATION EXPENSES
    4 INCOME GENERATED FROM INVESTMENTS ARE USED TO PAY FOR CHARITABLE CONTRIBUTIONS AND FOUNDATION EXPENSES
    8 INCOME GENERATED FROM INVESTMENTS ARE USED TO PAY FOR CHARITABLE CONTRIBUTIONS AND FOUNDATION EXPENSES
    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:
    CHARLES S RAIZEN FOUNDATION INC
    EIN:
    13-6122579
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN PREPARATION 2,500 0 0 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CHARLES S RAIZEN FOUNDATION INC
    EIN:
    13-6122579
    Name of Stock End of Year Book Value End of Year Fair Market Value
    831SHS INTERNAT'L BUSS. MACHINES 4,641 111,071
    1,039SHS BHP GROUP PLC 63,140 62,101
    1,225SHS SANOFI ADR REP 63,854 61,373
    1,263SHS TELUS CORPORATION COM 26,030 29,769
    1,353SHS TOTAL ENERGIES SE 62,506 66,919
    1,400SHS MICROSOFT CORP 6,757 84,080
    1,459SHS FIFTH THIRD BANCORP 54,683 63,539
    1,474SHS VERIZON COMMUNICATIONS 9,435 76,589
    1,526SHS MERCK & CO INC. 114,807 116,953
    104SHS MCDONALDS CORP 24,232 27,879
    112SHS UNION PAC 24,525 28,216
    120SHS AIR PRODUCTS AND CHEMICALS INC 33,400 36,511
    132SHS DIAGEO ADR 24,123 29,058
    135SHS BROADCOM INC 61,438 89,830
    143SHS PNC FINANCIAL 27,400 28,674
    169SHS DOVER CORP 25,237 30,690
    178SHS TE CONNECTIVITY LTD 23,781 28,719
    19,106.35SHS BLACKSTONE PRIVATE CREDIT FUND 500,000 495,049
    2,000SHS FREEPORT-MCMORAN COPPER&GLD 57,674 83,460
    2,061SHS COCA-COLA CO 112,731 122,032
    2,100SHS EXXON MOBIL CORP. 2,053 128,499
    2,135SHS AT&T INC 66,761 52,521
    2,182SHS PPL CORP 64,456 65,591
    2,219SHS WILLIAMS COS INC 52,368 57,783
    2,408SHS NISOURCE INC 60,473 66,485
    210SHS ANALOG DEVICES INC 33,027 36,912
    215SHS JOHNSON&JOHNSON COM 35,626 36,780
    269SHS EATON CORP 38,236 46,489
    275SHS ROYAL BANK OF CANADA MONTREAL 25,586 29,189
    276SHS CVS HEALTH CORP 21,070 28,472
    279SHS PROLOGIS INC 31,926 46,972
    298SHS EMERSON ELECTRIC CO 27,556 27,705
    298SHS UNITED PARCEL SERVICE 52,984 63,873
    300SHS NEXTRA ENERGY INC 23,460 28,008
    306SHS EOG RESOURCES INC 24,404 27,182
    30SHS BLACKROCK INC 24,330 27,467
    325SHS CROWN CASTLE INTERNATIONAL CORP 59,637 67,841
    325SHS MEDTRONIC INC 23,996 33,621
    331SHS AMGEN INC 85,246 74,465
    362SHS CAMDEN PROPERTY INC 43,762 64,682
    376SHS DIGITAL REALTY TRUST INC 56,516 66,503
    401SHS XCEL ENERGY INC. 7,078 27,148
    452SHS PACKAGING CORP OF AMERICA 64,477 61,540
    456SHS METLIFE INC 28,322 28,495
    460SHS CISCO SYSTEMS INC 26,443 29,150
    544SHS COMCAST CORP 29,545 27,380
    568SHS FIRST AMERICAN FINANCIAL CORP 35,642 44,435
    577SHS PROCTER AND GAMBLE CO 78,166 94,386
    597SHS ENTERGY CORP. 7,170 67,252
    611SHS PRUDENTIAL FINANCIAL INC 59,542 66,135
    621SHS TORONTO DOMINION BANK 41,079 47,618
    688SHS JPMORGAN CHASE & CO. 25,149 108,945
    70SHS KLA CORP CO 23,062 30,108
    72SHS GOLDMAN SACHS GROUP 24,093 27,544
    740SHS ARES MANAGEMENT CORP 40,863 60,140
    761SHS CHEVRON CORP 31,497 95,523
    929SHS REALTY INCOME CORP 62,986 66,507
    92SHS CATERPILLAR INC 8,137 19,020
    93SHS HOME DEPOT INC 30,337 38,596
    952SHS EDISON INTERNATIONAL 58,215 64,974
    974SHS RESTAURANT BRANDS INTERNATIONAL INC 64,489 59,102

    TY 2021 OtherExpensesSchedule
    Name:
    CHARLES S RAIZEN FOUNDATION INC
    EIN:
    13-6122579
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS REGISTRATION FEES 250 0 0 0
    CUSTODIAL FEES 8 0 0 0
    OFFICE EXPENSES 406 0 0 0
    ADVISORY/MGMT FEES 22,451 22,451 0 0


    TY 2021 TaxesSchedule
    Name:
    CHARLES S RAIZEN FOUNDATION INC
    EIN:
    13-6122579
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US TAX 3,022 0 0 0
    FOREIGN TAX 1,450 1,450 0 0