Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 11-01-2021 , and ending 10-31-2022
Name of foundation
ROBERT AND ELLEN GUTENSTEIN FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)35 WATERGATE DR 606
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARASOTA, FL34236
A Employer identification number

13-6227087
B Telephone number (see instructions)

(908) 244-6485
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$21,431,328J 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 13,740 13,740  
4 Dividends and interest from securities... 424,029 424,029  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 203,942
b Gross sales price for all assets on line 6a 2,200,521
7 Capital gain net income (from Part IV, line 2)... 203,942
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 4,706 4,706  
12 Total. Add lines 1 through 11........ 646,417 646,417  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 985 99   887
b Accounting fees (attach schedule)....... Click to see attachment 1,995 200   1,796
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,876 7,853   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 171,966 169,603   2,363
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 185,822 177,755   5,046
25 Contributions, gifts, grants paid....... 1,067,878 1,067,878
26 Total expenses and disbursements. Add lines 24 and 25 1,253,700 177,755   1,072,924
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -607,283
b Net investment income (if negative, enter -0-) 468,662
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............. 150,096 142,336 142,336
2 Savings and temporary cash investments......... 73,614 32,787 32,787
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)....... 9,484,129 Click to see attachment9,066,617 13,204,654
c Investments—corporate bonds (attach schedule)....... 3,667,488 Click to see attachment2,964,533 2,621,902
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,567,031 Click to see attachment4,705,757 5,429,649
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) 17,942,358 16,912,030 21,431,328
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........... 17,942,358 16,912,030
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)..... 17,942,358 16,912,030
30 Total liabilities and net assets/fund balances (see instructions). 17,942,358 16,912,030
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
17,942,358
2
Enter amount from Part I, line 27a .....................
2
-607,283
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,335,075
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
423,045
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,912,030
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 - LT      
b PUBLICLY TRADED SECURITIES - ST      
c K-1 CAP GAIN/LOSS - RIEF, LLC      
d CAPITAL GAINS DIVIDENDS P    
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 1,677,320   1,784,738 -107,418
b 146,701   211,841 -65,140
c 347,352     347,352
d 29,148     29,148
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       -107,418
b       -65,140
c       347,352
d       29,148
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 2 203,942
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 6,514
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 6,514
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,200
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 3,314
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
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, DE
    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 ofbulletLISA SILVERSHEIN Telephone no.bullet (908) 244-6485

    Located atbullet35 WATERGATE DR 606SARASOTAFL ZIP+4bullet34236
    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
    LISA SILVERSHEIN PRESIDENT & TREASURER
    5.00     		0 0 0
    35 WATERGATE DR 606
    SARASOTA,FL34236
    CHARLES SALOMON SECRETARY
    2.00     		0 0 0
    35 WATERGATE DR 606
    SARASOTA,FL34236
    MICHAEL GUTENSTEIN VP & ASST TREASURER
    2.00     		0 0 0
    35 WATERGATE DR 606
    SARASOTA,FL34236
    HOWARD GUTENSTEIN ASST SECRETARY
    2.00     		0 0 0
    35 WATERGATE DR 606
    SARASOTA,FL34236
    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
    23,197,218
    b
    Average of monthly cash balances.......................
    1b
    487,025
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,684,243
    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
    23,684,243
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    355,264
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    23,328,979
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,166,449
    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
    1,166,449
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,514
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,514
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,159,935
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,159,935
    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
    1,159,935
    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 1,159,935
    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...... 47,154
    b From 2017...... 107,223
    c From 2018...... 78,496
    d From 2019...... 11,345
    e From 2020......  
    f Total of lines 3a through e ........ 244,218
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,072,924
    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..... 1,072,924
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 87,011 87,011
    (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 5 157,207
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		157,207
    10 Analysis of line 9:
    a Excess from 2017.... 67,366
    b Excess from 2018.... 78,496
    c Excess from 2019.... 11,345
    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
    ALL FAITH FOOD BANK
    8171 BLAIKIE COURT
    SARASOTA,FL34240     		NONE PC SUPPORT TOWARDS PROVIDING HEALTHY SOLUTIONS TO END HUNGER IN OUR COMMUNITY 5,000
    ART CENTER MANATEE
    209 9TH ST W
    BRADENTON,FL34205     		NONE PC SUPPORT TOWARDS EDUCATIONAL PROGRAMS. 250
    AVIVA SENIOR LIVING
    1951 N HONORE AVE
    SARASOTA,FL35235     		NONE PC SUPPORT TOWARDS INDEPENDENT LIVING FOR SENIORS. 5,000
    BARNERT TEMPLE
    747 ROUTE 2018 SOUTH
    FRANKLIN LAKES,NJ07417     		NONE PC SUPPORT TOWARDS RELIGIOUS PROGRAMS. 50,000
    BAYLOR COLLEGE OF MEDICINE
    ONE BAYLOR PLAZA BCM 200
    HOUSTON,TX770303498     		NONE PC SUPPORT TOWARDS EDUCATIONAL PROGRAMS. 25,000
    BEIT T'SHUVAH
    8831 VENICE BLVD
    LOS ANGELES,CA90034     		NONE PC SUPPORT TOWARDS ADDICTION TREATMENT PROGRAMS. 500
    BIRTHRIGHT ISRAEL FOUNDATION
    711 THIRD AVENUE
    NEW YORK,NY10017     		NONE PC SUPPORT TOWARDS PROVIDING JEWISH YOUNG ADULTS THE GIFT OF A TRANSFORMATIONAL AND EDUCATIONAL TRIP TO ISRAEL. 5,000
    BUCK'S ROCK CAMP INC
    59 BUCKS ROCK ROAD
    NEW MILFORD,CT06776     		NONE PC SUPPORT TOWARDS PROVIDING EDUCATION IN THE CREATIVE AND PERFORMING ARTS FOR TEENAGERS. 3,500
    CASTOFF PET RESCUE
    1732 JOHN SMITH RD E
    BLAIRSVILLE,GA305120997     		NONE PC SUPPORT TOWARDS NO-KILL ANIMAL RESCUE. 20,000
    CENTER FOR TRANSFORMATIVE ACTIONPRISONERS EXPRESS
    119 ANABEL TAYLOR HALL
    ITHACA,NY148531001     		NONE PC SUPPORT TOWARD HELPING TO SEND PACKAGES AND TO AID IN PROVIDING DISTANCE LEARNING TO INCARCERATED INDIVIDUALS. 9,200
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022     		NONE PC SUPPORT TO PRESERVE AND CELEBRATE CENTRAL PARK AS A SANCTUARY FROM THE PACE AND PRESSURES OF CITY LIFE, ENHANCING THE ENJOYMENT AND WELL-BEING OF ALL. 1,000
    CHILDREN'S CANCER RESEARCH FUND
    7301 OHMS LANE SUITE 355
    MINNEAPOLIS,MN55439     		NONE PC SUPPORT FOR THE RESEARCH OF IDEAS TO MAKE THE GREATEST IMPACT FOR CHILDREN FIGHTING CANCER. HELPING TO FUND PROGRAMS TO ASSIST FAMILIES WHO ARE FIGHTING CANCER TO STAY STRONG, FIND COMMUNITY, AND TAKE CARE OF THEMSELVES. 500
    CITY HARVEST
    6 EAST 32ND STREET 5TH FLOOR
    NEW YORK,NY10016     		NONE PC SUPPORT TO HELP RESCUE AND DELIVER FRESH, HEALTHY FOOD FOR NEW YORKERS. 5,000
    CITYMEALS ON WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017     		NONE PC SUPPORT TOWARDS PROVIDING MEALS TO HOMEBOUND ELDERLY. 5,000
    CLIMATE CENTRAL
    ONE PALMER SQUARE SUITE 402
    PRINCETON,NJ08542     		NONE PC SUPPORT TOWARDS RESEARCHING AND REPORTING THE FACTS ABOUT CHANGING CLIMATE AND ITS IMPACT ON THE PUBLIC. 60,000
    CONGREGATION NER TAMID
    55 N VALLE VERDE DR
    HENDERSON,NV890741700     		NONE PC SUPPORT FOR THE CELEBRATION OF JEWISH LIFE INCLUDING THE BROADEST RANGE OF QUALITY PROGRAMS AND COMPELLING EXPERIENCES FOR PEOPLE OF ALL AGES. 17,500
    CONGREGATION OF REFORM JUDAISM
    928 MALONE DR
    ORLANDO,FL328105530     		NONE PC SUPPORT TOWARDS MISSION OF LIFELONG LEARNING. 1,000
    CRISIS TEXT LINE
    PO BOX 1144
    NEW YORK,NY101591144     		NONE PC SUPPORT TOWARDS THE PROGRAM OF PROMOTING MENTAL WELL-BEING FOR PEOPLE WHEREVER THEY ARE. 4,032
    CULINARY INSTITUTE OF AMERICA
    1946 CAMPUS DR
    HYDE PARK,NY125381430     		NONE PC SUPPORT TOWARDS THE EDUCATIONAL PROGRAMS; IMMERSIVE LEARNING AND INDUSTRY CONNECTIONS PREPARING STUDENTS TO LEAD IN THE KITCHEN, THE BOARDROOM, OR ANYWHERE THEY WANT TO GO IN FOOD. 10,000
    DICKINSON COLLEGE
    PO BOX 1773
    CARLISLE,PA170132896     		NONE PC SUPPORT TOWARDS EDUCATIONAL PROGRAMS; PROVIDING A DIFFERENT KIND OF LIBERAL-ARTS EDUCATION. 10,000
    ECO HEALTH ALLIANCE
    520 EIGHTH AVENUE SUITE 1200
    NEW YORK,NY10018     		NONE PC SUPPORT TOWARDS MISSION OF BUILDING ON GROUNDBREAKING SCIENCE DEDICATED TO PROTECTING WILDLIFE AND PUBLIC HEALTH FROM THE EMERGENCE OF DISEASE. 15,500
    FLATBUSH CATS
    263 E 23RD ST
    BROOKLYN,NY112266109     		NONE PC SUPPORT TO HELP PLAN AND GROW RESCUE EFFORTS ALL YEAR LONG. 10,000
    FREE 2 TEACH FOUNDATION
    PO BOX 1405
    HUNTSVILLE,AL358070405     		NONE PC SUPPORT TOWARDS EDUCATIONAL PROGRAMS. 1,500
    FREEDOM FROM RELIGION FOUNDATION
    PO BOX 750
    MADISON,WI53701     		NONE PC SUPPORT TO PROMOTE THE CONSTITUTIONAL PRINCIPLE OF SEPARATION OF STATE AND CHURCH, AND TO EDUCATE THE PUBLIC ON MATTERS RELATING TO NONTHEISM. 500
    GIRLS INC OF SARASOTA COUNTY
    201 S TUTTLE AVE
    SARASOTA,FL34237     		NONE PC SUPPORT TOWARDS EMPOWERING GIRLS TO BE SELF-CONFIDENT, RESPONSIBLE, AND WELL-ROUNDED INDIVIDUALS BY DELIVERING RESEARCH-BASED, AGE APPROPRIATE, AFTER-SCHOOL, AND SUMMER EDUCATION AND SPORTS PROGRAMS. 1,000
    GLOBAL CAMPS AFRICA
    700 12TH STREET SUITE 88
    LYNCHBURG,VA245043037     		NONE PC SUPPORT TOWARDS CHANGING THE LIVES OF SOUTH AFRICA'S VULNERABLE CHILDREN AND YOUTH BY PROVIDING HIV/AIDS PREVENTION EDUCATION AND TRAINING. 10,000
    GOOD MEWS ANIMAL FOUNDATION
    3805 ROBINSON ROAD
    MARIETTA,GA30068     		NONE PC SUPPORT TO PROVIDE SHELTER, HEALTH CARE AND LOVE TO CATS WHO ARE HOMELESS 1,200
    HAIWASSEE DDA
    50 RIVER ST
    HIAWASSEE,GA305463217     		NONE PC SUPPORT TOWARDS DOWNTOWN DEVELOPMENT AUTHORITY. 5,000
    HARVEST HOUSE
    3650 17TH ST
    SARASOTA,FL34235     		NONE PC SUPPORT TOWARDS EDUCATIONAL PROGRAMS. 2,000
    HEARTS FOR EMMA
    PO BOX 254
    CRANFORD,NJ070160254     		NONE PC SUPPORT TOWARDS PROVIDING ASSISTANCE AND RELIEF TO FAMILIES WITH A CHILD DIAGNOSED WITH PEDIATRIC HEART DISEASE. 25,000
    HIGH POINT UNIVERSITY
    1 UNIVERSITY PKWY
    HIGH POINT,NC272680002     		NONE PC SUPPORT TOWARD EDUCATIONAL PROGRAMS. 50,000
    HILLTOP NEIGHBORHOOD HOUSE
    460 COLLEGE AVE
    VALPARAISO,IN463836512     		NONE PC SUPPORT TOWARDS PROVIDING VALUABLE RESOURCES FOR CHILDREN AND FAMILIES. 45,000
    HOLOCAUST MEMORIAL RESOURCE AND EDUCATION CENTER
    851 N MAITLAND AVE
    MAITLAND,FL327514426     		NONE PC SUPPORTING THE MISSION TO USE THE HISTORY AND LESSONS OF THE HOLOCAUST TO BUILD A JUST AND CARING COMMUNITY FREE OF ANTISEMITISM AND ALL FORMS OF PREJUDICE AND BIGOTRY. 5,000
    IMPACT 100 SRQ
    PO BOX 49887
    SARASOTA,FL34230     		NONE PC SUPPOT TOWARDS EMPOWERING WOMENT TO COLLECTIVELY FUND TRANSFORMATIONAL GRANTS TO NONPROFITS IN SARASOTA & MANATEE COUNTIES. 7,200
    IMPACT ASSETS DCOFFTE
    4340 EAST WEST HWY STE 210
    BETHESDA,MD208144653     		NONE PC SUPPORT THE MISSION TO BE THE PREEMINENT PARTNER FOR IMPACT INVESTING AND CHARITABLE GIVING. 5,000
    ITHACA COLLEGE
    325 PRW BLDG 953 DANBY ROAD
    ITHACA,NY148500000     		NONE PC SUPPORT TOWARDS EDUCATIONAL PROGRAMS. 1,000
    ITS THE JOURNEY
    270 CARPENTER DRIVE SUITE 515
    ATLANTA,GA30328     		NONE PC SUPPORT FOR THE 30 MILE, 2-DAY WALK FOR BREAST CANCER. 70,736
    IVY TECH FOUNDATION
    50 W FALL CREEK PARKWAY NORTH DR
    INDIANAPOLIS,IN462085752     		NONE PC SUPPORT TOWARDS BUILDING PARTNERSHIPS WITH DIVERSE DONORS AND LEADERS TO GENERATE RESOURCES AND CREATE OPPORTUNITIES FOR COMMUNITIES WHILE BREAKING DOWN BARRIERS FOR STUDENTS PURSUING THEIR EDUCATION. 25,000
    JEWISH FEDERATION OF SARASOTA-MANATEE
    580 MCINTOSH RD
    SARASOTA,FL34232     		NONE PC SUPPORT TOWARDS STRENGTHENING JEWISH LIFE AND IDENTITY IN THE COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED, AND PROMOTE SUPPORT FOR ISRAEL. 1,000
    JONATHAN D ROSEN FAMILY FDN
    1200 ASHWOOD PKWY STE 155
    ATLANTA,GA303386900     		NONE PC SUPPORTING THE MISSION TO EMPOWER CHILDREN AND ADULTS ACROSS THE SOCIOECONOMIC SPECTRUM WITH THE KNOWLEDGE AND SKILLS ESSENTIAL FOR SUCCESSFUL FINANCIAL DECISION MAKING. 8,425
    KIPP COOPER NORCROSS A NEW JERSEY NONPROFIT CORPORATION
    60 PARK PL STE 802
    NEWARK,NJ071025508     		NONE PC SUPPORT TOWARDS EDUCATIONAL PROGRAMS. 20,000
    LIBRARY FOUNDATION OF SARASOTA COUNTY
    1358 FRUITVILLE RD SUITE 310
    SARASOTA,FL34236     		NONE PC SUPPORT TOWARDS SECURING THE FUTURE OF OUR LIBRARIES AS AN INDISPENSABLE COMMUNITY SERVICE. 6,000
    LIBROS PARA TODOS
    104R NC HWY 54 262
    CARRBORO,NC275100000     		NONE PC ASSISTING IN THE SUPPORT OF THE EDUCATIONAL SECTOR; OFFERING QUALITY EDUCATIONAL PRODUCTS THAT ARE ACCESSIBLE TO THE ENTIRE POPULATION. 4,000
    LOVE 146
    PO BOX 8266
    NEW HAVEN,CT06530     		NONE PC SUPPORT TOWARDS ENDING CHILD TRAFFICKING AND EXPLOITATION. 5,000
    MARIE SELBY BOTANICAL GARDENS
    811 S PALM AVE
    SARASOTA,FL342367726     		NONE PC SUPPORTING MISSION TO PROVIDE BAYFRONT SANCTUARIES CONNECTING PEOPLE WITH AIR PLANTS OF THE WORLD, NATIVE NATURE, AND REGIONAL HISTORY. 6,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY100656007     		NONE PC SUPPORT OF PROGRAMS AIMED AT THE TREATMENT OF CANCER AND ALLIED DISEASES. 2,000
    MUSEUM OF ARTS AND DESIGN
    2 COLUMBUS CIR
    NEW YORK,NY10019     		NONE PC SUPPORTING TOWARD EDUCATIONAL PROGRAMS. 150
    NEW YORK CARES
    65 BROADWAY 19TH FLOOR
    NEW YORK,NY10006     		NONE PC SUPPORTING PROGRAMS TO HEL RELIEVE UNFAIR CHOICES - NUTRITIOUS MEALS, WARM COAST, COLLEGE PREP - FOR A MORE EQUITABLE NYC. 10,000
    NORTH STAR FOUNDATION
    152 PINEWOOD AVE
    RED OAK,TX751540109     		NONE PC SUPPORTING PROGRAM TO CREATE ASSISTANCE DOG PARTNERSHIPS WITH CHILDREN WHO FACE CHALLENGES AROUND THE WORLD. 5,000
    OUR CAUSE 4 PAWS RESCUE
    2421 SHANNON RD
    ORLANDO,FL328065766     		NONE PC SUPPORTING MISSION TO RESCUE DOGS, REHABILITATE, VET AND REHOME. 2,000
    OUR DAILY BREAD
    701 18TH AVE W
    BRADENTON,FL34205     		NONE PC SUPPORT TOWARDS EDUCATIONAL PROGRAMS. 12,500
    PATH FOUNDATION
    2201 WESTLAKE AVENUE SUITE 200
    SEATTLE,WA98121     		NONE PC SUPPORTING PROGRAMS WORKING TO ACCELERATE HEALTH EQUITY SO ALL PEOPLE AND COMMUNITIES CAN THRIVE. 20,000
    PLANNED PARENTHOOD OF SOUTH ATLANTIC
    100 SOUTH BOYLAN AVE
    RALEIGH,NC27603     		NONE PC SUPPORTING PROGRAMS OFFERING A WIDE RANGE OF AFFORDABLE AND RELIABLE REPRODUCTIVE AND SEXUAL HEALTH CARE SERVICES. 15,000
    PLANNED PARENTHOOD OF SW & CENTRAL FL
    736 CENTRAL AVENUE
    SARASOTA,FL34236     		NONE PC SUPPORTING PROGRAMS OFFERING A WIDE RANGE OF AFFORDABLE AND RELIABLE REPRODUCTIVE AND SEXUAL HEALTH CARE SERVICES. 10,000
    PORTER COUNTY COMMUNITY FOUNDATION
    1401 CALUMET AVE
    VALPARAISO,IN463833104     		NONE PC SUPPORT TOWARDS HELPING THE COMMUNITY SUPPORT THEIR FAVORITE CAUSES. 15,000
    REAL ORGANIC PROJECT
    82 WILSON RD
    EAST THETFORD,VT05043     		NONE PC SUPPORT TOWARDS ORGANIC FARMING. 1,000
    RIDE TO WORK MINISTRY NONPROFIT INC
    PO BOX 1345
    SENECA,SC29679     		NONE PC SUPPORT TOWARDS PROVIDING TEMPORARY AFFORDABLE TRANSPORTATION. 35,000
    RUFF DOG RESCUE INC
    73 TOWER HILL RD
    THOMPSON,PA18465     		NONE PC SUPPORTING MISSION OF RESCUING DOGS FROM HIGH/QUICK KILL SHELTERS AND PLACE THEM IN FOSTER HOMES UNTIL SUITABLE, PERMANENT HOMES ARE FOUND. 3,500
    SAFE HORIZON
    2 LAFAYETTE ST FL 3
    NEW YORK,NY100071327     		NONE PC SUPPORTING PROGRAMS PROVIDING VICTIM ASSISTANCE ACROSS NEW YORK CITY COMMUNITIES AND SYSTEMS. 100,000
    SARASOTA ART MUSEUM
    1001 S TAMIAMI TRAIL
    SARASOTA,FL34236     		NONE PC SUPPORT TOWARDS EDUCATIONAL PROGRAMS. 5,000
    SARSEF
    4574 E BRDWY BLVD
    TUCSON,AZ857113510     		NONE PC SUPPORTING MISSION OF CREATING ARIZONA'S FUTURE CRITICAL THINKERS AND PROBLEM SOLVERS THROUGH SCIENCE AND ENGINEERING. 10,000
    SHARSHERET
    1086 TEANECK ROAD SUITE 2G
    TEANECK,NJ07666     		NONE PC SUPPORTING MISSION TO IMPROVE THE LIVES OF JEWISH WOMEN AND FAMILIES LIVING WITH OR AT INCREASED GENETIC RISK FOR BREAST OR OVARIAN CANCER THROUGH PERSONALIZED SUPPORT AND SAVE LIVES THROUGH OUTREACH. 5,000
    STUDENT DIPLOMACY CORPS
    601 W 26TH ST RM 325 309
    NEW YORK,NY100011141     		NONE PC SUPPORT PROGRAMS TO ENSURE THAT TALENTED UNDERSERVED STUDENTS HAVE ACCESS TO TRANSFORMATIVE INTERNATIONAL EDUCATION PROGRAMS. 15,000
    TEMPLE SINAI
    4631 S LOCKWOOD RIDGE RD
    SARASOTA,FL342317538     		NONE PC SUPPORTING MISSION TO SERVE AS A SPIRITUAL REFORM CONGREGATION, A PLACE OF SANCTUARY AND A KEHILLA K'DOSHAH, FOR ALL INTERESTED JEWISH AND JEWISH ADJACENT INDIVIDUALS AND FAMILIES. 18,860
    THE BAY PARK CONSERVANCY
    655 N TAMIAMI TRAIL
    SARASOTA,FL34236     		NONE PC SUPPORTING THE GOAL OF IMPLEMENTING A LONG-TERM MASTER PLAN FOR 53-ACRES OF CITY-WNED LAND ALONG SARASOTA BAY THAT WILL ESTABLISH A CULTRUAL AND ECONOMIC LEGACY FOR THE REGION WHILE ENSURING OPEN, PUBLIC ACCESS TO THE BAYFRONT. 5,000
    THE CARING PLACE
    PO BOX 5334
    CLEVELAND,TN373205334     		NONE PC SUPPORT TOWARDS PROVIDING RESOURCES AND OPPORTUNITIES IN THE COMMUNITY. 25,000
    THE CAT HOUSE ON THE KINGS
    7120S KINGS RIVER RD
    PARLIER,CA936489720     		NONE PC SUPPORTING THE MISSION TO PLACE RESCUED CATS AND KITTENS INTO LOVING, PERMANENT HOMES. 1,825
    THE NEW YORK PUBLIC LIBRARY
    445 FIFTH AVENUE 4TH FLOOR
    NEW YORK,NY10016     		NONE PC SUPPORT TO HELP FUND COLLECTIONS, JOB SEARCH RESOURCES, ACCESS TO THE INTERNET, LITERACY CLASSES, CHILDREN'S STORY HOURS, AND SO MUCH MORE. 2,500
    THE SPRING OF TAMPA BAY
    PO BOX 5147
    TAMPA,FL33675     		NONE PC SUPPORTING HILLSBOROUGH COUNTY'S CERTIFIED DOMESTIC VIOLENCE CENTER PROVIDING SURVIVORS OF DOMESTIC VIOLENCE WITH COMPREHENSIVE SERVICES AND PROGRAMS. 10,000
    THE WILDCAT SANCTUARY
    PO BOX 314
    SANDSTONE,MN55072     		NONE PC SUPPORT TOWARDS PROVIDING A NATURAL SANCTUARY TO WILD CATS. 2,500
    TIDEWELL
    5955 RAND BLVD
    SARASOTA,FL342385160     		NONE PC SUPPORTING MISSION OF HELPING PEOPLE LIVE WELL BY PROVIDING CARE, COMFORT AND COMPASSION. 41,000
    TRUSTEES OF COLUMBIA UNIV CELIAC DISEASE CENTER
    615 W 131ST ST 8741
    NEW YORK,NY100277922     		NONE PC SUPPORT TOWARDS PROVIDING QUALITY, COMPASSIONATE PATIENT CARE FOR CHILDREN AND ADULTS WITH CELIAC DISEASE. 1,000
    UNITED IN PINK
    1515 BASS ROAD SUITE H
    MACON,GA31210     		NONE PC SUPPORTING FAMILIES AFFECTED BY A BREAST CANCER DIAGNOSIS. 10,000
    VNA HOSPICE OF NIWI
    501 MARQUETTE STREET
    VALPARAISO,IN46383     		NONE PC SUPPORT TOWARDS ADVOCATING FOR AGING COMMUNITY MEMBERS, PROVIDING NONPROFIT HOSPICE CARE, PALLIATIVE CARE, AND OTHER SENIOR CARE SERVICES. 15,000
    WILLIAM BREMAN JEWISH HERITAGE MUSEUM
    1440 SPRING STREET NW
    ATLANTA,GA30309     		NONE PC SUPPORT TO CONNECT PEOPLE TO JEWISH HISTORY, CULTURE, AND ARTS. 70,000
    WILLIAM HOLLAND RETREAT
    PO BOX 980
    YOUNG HARRIS,GA305820980     		NONE PC SUPPORTING PROGRAMS AND WORKSHOPS FOR INDIVIDUALS INTERESTED IN THE LAPIDARY ARTS. 500
    WINNEBAGO ALUMNI ASSOCIATION
    PO BOX 595
    WINNEBAGO,MN560980595     		NONE PC SUPPORT MISSION TO PROVIDE MUSEUM ITEMS AND INFORMATION FOR THE GENERAL PUBLIC. 25,000
    WORKSHOP IN BUSINESS OPPORTUNITIES
    411 LAFAYETTE ST 6TH FL
    NEW YORK,NY100037035     		NONE PC SUPPORTING MISSION TO ENABLE SMALL BUSINESS OWNERS AND BUDDING ENTREPRENEURS FROM UNDERSERVED COMMUNITIES TO OBTAIN FINANCIAL SUCCESS BY STARTING, OPERATING, AND BUILDING SUCCESSFUL BUSINESSES THAT DEVELOP ECONOMIC POWER, PROVIDE JOBS, AND IMPROVE COMMUNITIES. 5,000
    Total .................................bullet 3a 1,067,878
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 13,740  
    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 ............     		    18 203,942  
    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) .. 0 646,417 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    646,417
    (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:
    ROBERT AND ELLEN GUTENSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    13-6227087
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,995 200   1,796

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ROBERT AND ELLEN GUTENSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    13-6227087
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GQG PART EMERG MKTS EQ-INST 205,000 147,896
    VANGUARD INTL GROWTH FUND AD 180,000 92,298
    GENERAL ELEC CAP CORP 12/15/2049 25,249 23,193
    VANGUARD S/T INVESTMENT GRADE FUND 1,540,024 1,370,600
    VANGUARD ULTRA S/T BOND FUND 1,014,260 987,915

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ROBERT AND ELLEN GUTENSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    13-6227087
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CELANESE CORP COMMON 245,068 210,407
    AMAZON.COM INC 323,033 295,027
    HOME DEPOT INC 313,650 414,582
    AUTOZONE INC 141,147 445,787
    BUILDERS FIRSTSOURCE INC 191,461 277,470
    MCDONALDS CORP 233,556 278,113
    TJX COS INC 217,732 230,720
    BEST BUY 168,902 149,886
    NIKE INC-CLASS B 172,683 166,361
    BORG WARNER AUTOMOTIVE INC 227,732 240,192
    CONSTELLATION BRANDS INC 180,092 257,210
    THERMO FISHER SCIENTIFIC INC 278,659 509,858
    ABBOT LABS 223,132 291,576
    UNITEDHEALTH GROUP INC 261,344 520,731
    ENBRIDGE INC 264,411 459,922
    EOG RES INC 152,908 195,906
    WILLIAMS COMPANIES INC 93,103 177,462
    BLACKSTONE GROUP LP 175,751 439,113
    JP MORGAN CHASE & CO 278,860 339,876
    CBRE GROUP INC 202,977 279,504
    MORGAN STANLEY 208,627 354,317
    BLACKROCK INC CL A 164,686 203,462
    CHUBB LTD 165,793 258,083
    SS&C TECHNOLOGIES HLDGS INC 236,478 198,944
    APPLE INC 295,728 676,843
    MICROSOFT CORP 336,629 572,433
    MASTERCARD INC CL A 291,131 399,395
    ADOBE INC 114,945 242,060
    TEXAS INSTRUMENTS INC 263,321 335,717
    ACCENTURE PLC CL A 243,547 367,651
    CDW CORP 321,116 441,702
    ANSYSINC 119,675 129,379
    NVIDIA CORP 175,176 134,295
    VERIZON COMMUNICATIONS 288,191 224,220
    ALPHABET INC CL C 177,116 236,650
    DISNEY WALT CO 147,439 137,117
    ALPHABET INC CL A 152,527 202,251
    AMERICAN WTR WKS CO INC 75,614 552,292
    SOUTHERN COMPANY 202,318 392,880
    CONSOLIDATED EDISON INC 166,524 351,840
    DUKE ENERGY CORP 160,484 279,540
    AMERICAN TOWER CORP REIT 178,532 223,765
    GENERAC HOLDINGS INC 234,819 110,115

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ROBERT AND ELLEN GUTENSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    13-6227087
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RIEF SERIES B AT COST 4,495,508 5,220,624
    URSA NET LEASE IV LLC AT COST 210,249 209,025

    TY 2021 LegalFeesSchedule
    Name:
    ROBERT AND ELLEN GUTENSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    13-6227087
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 985 99   887


    TY 2021 OtherDecreasesSchedule
    Name:
    ROBERT AND ELLEN GUTENSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    13-6227087
    Description Amount
    BOOK/TAX DIFFERENCE - REIF SERIES B 423,045


    TY 2021 OtherExpensesSchedule
    Name:
    ROBERT AND ELLEN GUTENSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    13-6227087
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES ON MARKET VALUE 97,208 97,208   0
    STATE FILING FEE 750 0   750
    INSURANCE 1,636 818   818
    PHILANTHROPY MEMBERSHIP FEES 795 0   795
    K-1 PASS THROUGH EXPENSES - RIEF LLC 71,577 71,577   0


    TY 2021 OtherIncomeSchedule2
    Name:
    ROBERT AND ELLEN GUTENSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    13-6227087
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RIEF, LLC 4,706 4,706 4,706


    TY 2021 TaxesSchedule
    Name:
    ROBERT AND ELLEN GUTENSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    13-6227087
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,853 7,853   0
    EXCISE TAX 3,023 0   0