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
THE LEONARD & SOPHIE DAVIS FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)CO ALAN DAVIS PO BOX 590723
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94159
A Employer identification number

94-3402266
B Telephone number (see instructions)

(212) 245-5900
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$227,558,478J 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) 6,255,338
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,420 1,420  
4 Dividends and interest from securities... 2,776,831 2,776,831  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,247,696
b Gross sales price for all assets on line 6a 61,305,890
7 Capital gain net income (from Part IV, line 2)... 26,247,696
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 3,518 3,518  
12 Total. Add lines 1 through 11........ 35,284,803 29,029,465  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 38,628 0   38,628
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 21,637 0   21,637
b Accounting fees (attach schedule)....... Click to see attachment 87,750 0   87,750
c Other professional fees (attach schedule).... Click to see attachment 1,050,310 761,786   288,524
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 37,173 29,715   3,242
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 97,016 92,535   4,481
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,332,514 884,036   444,262
25 Contributions, gifts, grants paid....... 18,310,000 18,310,000
26 Total expenses and disbursements. Add lines 24 and 25 19,642,514 884,036   18,754,262
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,642,289
b Net investment income (if negative, enter -0-) 28,145,429
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.............      
2 Savings and temporary cash investments......... 3,129,151 7,735,491 7,735,491
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)....... 175,774,112 Click to see attachment204,183,069 204,183,069
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).......... 9,968,551 Click to see attachment14,851,735 14,851,735
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment801,146 Click to see attachment788,183 Click to see attachment788,183
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 189,672,960 227,558,478 227,558,478
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........ 9,491,126 9,491,126
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 180,181,834 218,067,352
29 Total net assets or fund balances (see instructions)..... 189,672,960 227,558,478
30 Total liabilities and net assets/fund balances (see instructions). 189,672,960 227,558,478
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
189,672,960
2
Enter amount from Part I, line 27a .....................
2
15,642,289
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
22,243,236
4
Add lines 1, 2, and 3 ..........................
4
227,558,485
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
227,558,478
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 US BANK A/C #06247 - DETAILS IN TAXPAYER'S POSSESSION P 2021-01-01 2021-12-31
b US BANK A/C #06247 - DETAILS IN TAXPAYER'S POSSESSION P 2020-01-01 2021-12-31
c US BANK A/C #06775 - DETAILS IN TAXPAYER'S POSSESSION P 2021-01-01 2021-12-31
d US BANK A/C #06775 - DETAILS IN TAXPAYER'S POSSESSION P 2020-01-01 2021-12-31
e CAPITAL GAINS DIVIDENDS P 2020-01-01 2021-12-31
US BANK A/C #07198 - DETAILS IN TAXPAYER'S POSSESSION P 2021-01-01 2021-12-31
US BANK A/C #07198 - DETAILS IN TAXPAYER'S POSSESSION P 2020-01-01 2021-12-31
WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION P 2021-01-01 2021-12-31
WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION P 2020-01-01 2021-12-31
LIGHTHOUSE CAPITAL PARTNERS IV LP P 2020-01-01 2021-12-31
THE LYME FOREST FUND III TE, LP P 2020-01-01 2021-12-31
DBL PARTNERS III,LP P 2020-01-01 2021-12-31
PINEBRIDGE PEP IV P 2021-01-01 2021-12-31
PINEBRIDGE PEP IV P 2020-01-01 2021-12-31
PARTNERS GROUP REAL ESTATE P 2021-01-01 2021-12-31
PARTNERS GROUP REAL ESTATE P 2020-01-01 2021-12-31
YOLEV INVESTMENTS P 2021-01-01 2021-12-31
YOLEV INVESTMENTS P 2020-01-01 2021-12-31
PARTNERS GROUP REAL ESTATE SECTION 1231 P 2020-01-01 2021-12-31
THE REAL REAL INC P 1950-01-01 2021-02-08
THE REAL REAL INC-1202 EXCLUSION P 1950-01-01 2021-02-08
LOSS ON DISPOSITION OF BILL PRESS PARTNERS LLC P 2015-01-01 2021-12-31
(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 4,916,697   4,394,660 522,037
b 17,215,328   7,089,571 10,125,757
c 4,277,746   2,982,900 1,294,846
d 13,649,961   7,323,207 6,326,754
e 56,932     56,932
5,052,971   4,037,127 1,015,844
8,777,881   6,034,388 2,743,493
288,516   250,713 37,803
4,632,162   2,899,003 1,733,159
857     857
1,617     1,617
    338 -338
44     44
686     686
    2 -2
4,261     4,261
20,210     20,210
2,379,328     2,379,328
1,844     1,844
2,510   599 1,911
26,339   26,339 0
    19,347 -19,347
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       522,037
b       10,125,757
c       1,294,846
d       6,326,754
e       56,932
      1,015,844
      2,743,493
      37,803
      1,733,159
      857
      1,617
      -338
      44
      686
      -2
      4,261
      20,210
      2,379,328
      1,844
      1,911
      0
      -19,347
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 26,247,696
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........................... 3 391,221
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- ..... 5 391,221
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 95,888
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 510,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 605,888
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 6,260
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 10 208,407
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet208,407 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
     
    No
    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)
    bulletCA
    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 ofbulletALAN DAVIS Telephone no.bullet (212) 245-5900

    Located atbullet460 PARK AVENUE 12TH FLOORNEW YORKNY ZIP+4bullet10022
    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
    ALAN S DAVIS CHIEF EXECUTIVE OFFICER
    10.00     		0 0 0
    PO BOX 590723
    SAN FRANCISCO,CA94159
    MARY LOU DAVIS CHIEF FINANCIAL OFFICER
    2.00     		0 0 0
    PO BOX 590723
    SAN FRANCISCO,CA94159
    JAMES HASSAN DIRECTOR
    1.00     		0 0 0
    PO BOX 590723
    SAN FRANCISCO,CA94159
    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
    BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY INVESTMENT ADVISORS 659,539
    ONE BEACON STREET
    BOSTON,MA02108
    WELLS FARGO INVESTMENT ADVISORS 102,247
    6325 S RAINBOW BLVD STE 300
    LAS VEGAS,NV89118
    FARKOUH FURMAN & FACCIO LLP ACCOUTING FEES 87,750
    460 PARK AVE 12TH FL
    NEW YORK,NY10022
    LAWRENCE OTTINGER CONSULTING 80,300
    7004 W GREENVALE PARKWAY
    CHEVY CHASE,MD20815
    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
    203,783,886
    b
    Average of monthly cash balances.......................
    1b
    6,431,646
    c
    Fair market value of all other assets (see instructions)................
    1c
    129,880
    d
    Total (add lines 1a, b, and c).........................
    1d
    210,345,412
    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
    210,345,412
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,155,181
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    207,190,231
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    10,359,512
    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
    10,359,512
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    391,221
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    391,221
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,968,291
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    9,968,291
    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
    9,968,291
    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 9,968,291
    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...... 4,258,691
    b From 2017...... 3,303,566
    c From 2018...... 1,073,603
    d From 2019...... 11,401,979
    e From 2020...... 20,037,839
    f Total of lines 3a through e ........ 40,075,678
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 18,754,262
    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..... 9,968,291
    e Remaining amount distributed out of corpus 8,785,971
    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 48,861,649
    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) ...     		4,258,691
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		44,602,958
    10 Analysis of line 9:
    a Excess from 2017.... 3,303,566
    b Excess from 2018.... 1,073,603
    c Excess from 2019.... 11,401,979
    d Excess from 2020.... 20,037,839
    e Excess from 2021.... 8,785,971
    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
    350ORG
    20 JAY ST SUITE 732
    BROOKLYN,NY11201     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 5,000
    A BETTER WISCONSIN INSTITUTE
    6516 MONONA DRIVE 244
    MONONA,WI53716     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 60,000
    ACKERMAN INSTITUTE FOR THE FAMILY
    936 BROADWAY
    NEW YORK,NY10010     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 30,000
    ACLU OF NORTHERN CALIFORNIA
    39 DRUMM ST
    SAN FRANCISCO,CA94111     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    ACRE INSTITUTE
    7065 WESTPOINTE BLVD 305
    ORLANDO,FL32835     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    ADVANCEMENT PROJECT
    1910 W SUNSET BLVD STE 500
    LOS ANGELES,CA90026     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 80,000
    ADVOCATES FOR HUMAN RIGHTS
    330 2ND AVE S STE 800
    MINNEAPOLIS,MN55401     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 40,000
    ALLIANCE FOR YOUTH ORGANIZING
    915 5TH ST NW
    WASHINGTON,DC20001     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 90,000
    AMALGAMATED CHARITABLE FOUNDATION
    1825 K ST NW
    WASHINGTON,DC20006     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 3,000,000
    AMERICAN BALLET THEATRE
    890 BROADWAY 3 FLOOR
    NEW YORK,NY10003     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    AMERICAN CONSERVATORY THEATER
    30 GRANT AVE 7TH FL
    SAN FRANCISCO,CA94108     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    AMERICAN CONSTITUTION SOCIETY
    1333 H ST NW 11TH FL
    WASHINGTON,DC20005     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 60,000
    AMERICAN ISRAEL CULTURAL FOUNDATION
    1140 BROADWAY SUITE 304
    NEW YORK,NY10001     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 30,000
    AMERICAN PROMISE EDUCATION FUND
    1110 VERMONT AVE NW SUITE 900
    WASHINGTON,DC20005     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 65,000
    AMERICANS FOR FINANCIAL REFORM
    1615 L STREET NW STE 450
    WASHINGTON,DC20036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 100,000
    AMNESTY INTERNATIONAL USA
    5 PENN PLAZA 16TH FL
    NEW YORK,NY10001     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    APPALACHIAN VOICES
    171 GRAND BLVD
    BOONE,NC28607     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    ARENA STAGE
    1101 SIXTH STREET SW
    WASHINGTON,DC20024     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    ARIZONA ADVOCACY NETWORK & FOUNDATION
    221 E INDIANOLA AVE
    PHOENIX,AZ85012     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    ARIZONA COALITION FOR CHANGE
    1241 E WASHINGTON ST STE 103
    PHOENIX,AZ85034     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 110,000
    ASIAN AMERICAN ADVANCING JUSTICE
    1620 L ST NW SUITE 1050
    WASHINGTON,DC20036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    BAREFOOT ARTISTS
    2412 WAVERLY STREET
    PHILA,PA19146     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    BERKELEY REPERTORY THEATER
    2025 ADDISON STREET
    BERKELEY,CA94704     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    BEYOND NUCLEAR INTERNATIONAL
    7304 CARROLL AVENUE 182
    TAKOMA PARK,MD20912     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    BIONEERS COLLECTIVE HERITAGE
    1041 TORNEY AVE
    SAN FRANCISCO,CA94129     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    BOYS & GIRLS CLUB OF RHODE ISLAND
    72 KENDRICK AVE
    WOONSOCKET,RI02895     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 2,100,000
    CALIFORNIA BUDGET AND POLICY CENTER
    1107 9TH STREET SUITE 310
    SACRAMENTO,CA95814     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 130,000
    CALIFORNIA CALLS EDUCATION FUND
    4801 W EXPOSITION BLVD
    LOS ANGELES,CA90016     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 140,000
    CALIFORNIA COLLEGE OF THE ARTS
    1111 8TH ST
    SAN FRANCISCO,CA94107     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    CALIFORNIA COMMON CAUSE
    430 S GARFIELD AVE SUITE 418
    ALHAMBRA,CA91801     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 100,000
    CALIFORNIA LEAGUE OF CONSERVATION VOTERS
    350 FRANK H OGAWA PLAZA SUITE 1100
    OAKLAND,CA94612     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    CASA DE MARYLAND INC
    14645 ROTHGEB DR
    ROCKVILLE,MD20850     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 60,000
    CENTER FOR COMMON GROUND
    18459 PATRIOT LN
    RUTHER GLEN,VA22546     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    CENTER FOR DOMESTIC PEACE
    734 A STREET
    SAN RAFAEL,CA94901     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    CENTER FOR EMPOWERED POLITICS
    1042 GRANT AVE
    SAN FRANCISCO,CA94133     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 80,000
    CENTER FOR POPULAR DEMOCRACY
    449 TROUTMAN STREET SUITE A
    BROOKLYN,NY11237     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    CHRONICLE SEASON OF SHARING FUND
    PO BOX 7844
    SAN FRANCISCO,CA94120     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    COLOR OF CHANGE EDUCATION
    1714 FRANKLIN ST SUITE 136
    OAKLAND,CA94612     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    CENTRAL ARIZONANS FOR A SUSTAINABLE ECONOMY
    801 N 2ND AVE
    PHOENIX,AZ85003     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    CENTRAL PARK CONSERVANCY
    14 E 60TH STREET
    NEW YORK,NY10022     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    CITIZEN ACTION OF WISCONSIN EDUCATION FUND
    4716 W VLIET ST
    MILWAUKEE,WI53208     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 60,000
    COALITION FOR COMMUNITIES OF COLOR
    221 NW 2ND AVENUE 303
    PORTLAND,OR97209     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    COMMON CAUSE EDUCATION FUND
    1133 19TH STREET NW SUITE 900
    WASHINGTON,DC20036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 30,000
    COMMUNITY CATALYST
    3750 CONVOY ST STE 306
    SAN DIEGO,CA92111     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 150,000
    COMMUNITY CHANGE
    1536 U ST NW
    WASHINGTON,DC20009     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    CONGREGATION EMANU EL
    1500 SUNSET BLVD
    HOUSTON,TX77005     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    CONGRESSIONAL PROGRESSIVE CAUCUS
    1421 LONGWORTH HOB
    WASHINGTON,DC20515     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    CONTRA-TIEMPO ACTIVIST DANCE THEATER
    4490 DON MIGUEL DRIVE
    LOS ANGELES,CA90008     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    CYSTIC FIBROSIS FOUNDATION
    50 BRIAR HOLLOW LN
    HOUSTON,TX77027     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    DANCE THEATER OF HARLEM
    466 W 152ND ST
    NEW YORK,NY10031     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    DAYTON CONTEMPORARY DANCE COMPANY
    840 GERMANTOWN ST
    DAYTON,OH45402     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    DEMOCRACY NORTH CAROLINA
    3000 AERIAL CENTER PAKRWAY SUITE
    160
    MORRISVILLE,NC27560     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 100,000
    DRAWBRIDGE
    PO BOX 2698
    SAN RAFAEL,CA94912     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    ECONOMIC POLICY INSTITUTE
    1225 EYE ST NW SUITE 600
    WASHINGTON,DC20005     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    EQUITY ALLIANCE (EA)
    625 ROSA L PARKS BLVD
    NASHVILLE,TN37203     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    FAIR ELECTIONS CENTER
    1825 K ST NW STE 450
    WASHINGTON,DC20006     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 150,000
    FAIR TRADE USA
    1001 VERMON AVE NW SUITE 350
    WASHINGTON,DC20005     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    FAIR VOTE
    6930 CARROLL AVENUE SUITE 240
    TAKOMA PARK,MD20912     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 100,000
    FAIREWINDS ENERGY EDUCATION
    70 S WINOOSKI AVE 289
    BURLINGTON,VT05401     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    FILM INDEPENDENT
    5670 WILSHIRE BLVDS 9TH FL
    LOS ANGELES,CA90036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 40,000
    FINE ARTS MUSEUMS OF SAN FRANCISCO
    50 HAGIWARA TEA GARDEN DR
    SAN FRANCISCO,CA94118     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    FREE SPEECH FOR PEOPLE
    505 W 38TH STREET
    HOUSTON,TX79705     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 60,000
    FREEDOM COMMUNITY CLINIC
    436 14TH ST SUITE 1120
    OAKLAND,CA94612     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 30,000
    GIFFORDS LAW CENTER TO PREVENT
    2828 UNIVERSITY AVE SE STE 202
    MINNEAPOLIS,MI55414     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 100,000
    GLIDE FOUNDATION
    PO BOX 1710
    DAVIS,CA95617     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    GOOD NATION FOUNDATION
    100 CROSBY ST SUITE 301
    NEW YORK,NY10012     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 75,000
    GREATER WASHINGTON FIELD OF DREAMS
    1825 K STREET NW STE 450
    WASHINGTON,DC20006     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    HAITI OUTREACH MINISTRIES
    PO BOX 942
    MATTHEWS,NC28106     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    HARLEM STAGE
    150 CONVENT AVE
    NEW YORK,NY10031     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    HARVARD UNIVERSITY
    86 BRATTLE STREET
    CAMBRIDGE,MA02138     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 25,000
    HEADLANDS CENTER FOR THE ARTS
    944 FORT BARRY
    SAUSALITO,CA94965     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 25,000
    HISTIOCYTOSIS ASSOCIATION OF AMERICA
    332 N BROADWAY
    PITMAN,NJ08071     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    HMONG AMERICAN WOMENS ASSOCIATION
    3727 W NATIONAL AVE
    MILWAUKEE,WI53215     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 60,000
    INDIVISIBLE CIVICS
    1328 FLORIDA AVENUE NW
    WASHINGTON,DC20009     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    INSTITUTE FOR POLICY STUDIES
    1301 CONNECTICUT AVE NW SUITE 600
    WASHINGTON,DC20036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 150,000
    INSTITUTE ON TAXATION AND ECONOMIC POLICY
    1616 P ST NW STE 200
    WASHINGTON,DC20036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    ISRAEL PHILHARMONIC ORCHESTRA
    122 EAST 42ND STREET SUITE 4507
    NEW YORK,NY10168     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 30,000
    ISSUE ONE
    1401 K STREET NW SUITE 350
    WASHINGTON,DC20005     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 60,000
    JEWISH COMMUNITY CENTER
    520 8TH AVE
    NEW YORK,NY10018     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    JOBS WITH JUSTICE EDUCATION FUND
    1616 P STREET NW SUITE 150
    WASHINGTON,DC20036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    JUSTICE FUNDERS INC
    436 14TH ST SUITE 700
    OAKLAND,CA94612     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 80,000
    KIPP SCHOOLS
    520 8TH AVE 2005
    NEW YORK,NY10018     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    KQED
    2601 MARIPOSA STREET
    SAN FRANCISCO,CA94110     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    KRAVIS CENTER
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 275,000
    KWIZERA MINISTRIES
    2839 S CALIFORNIA ST
    MILWAUKEE,WI53207     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 15,000
    LATINO COMMUNITY FUND
    50 HURT PLAZA SE
    ATLANTA,GA30303     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW
    1401 NEW YORK AVENUE NW SUITE 400
    WASHINGTON,DC20005     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    LEAGUE OF CONSERVATION VOTERS
    1920 L STREET NW SUITE 800
    WASHINGTON,DC20036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    MAKE THE ROAD STATES
    301 GROVE STREET
    BROOKLYN,NY11237     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 60,000
    MAPLIGHT
    2223 SHATTUCK AVE
    BERKELEY,CA94704     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 60,000
    MASSACHUSETTS VOTER EDUCTION
    41 WEST ST SUITE 700
    BOSTON,MA02111     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    MI FAMILIA VOTA EDUCATION FUND
    400 BURNEY ST
    MODESTO,CA95354     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 40,000
    MOVEMENT RESEARCH
    PO BOX 49
    NEW YORK,NY10113     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 35,000
    MUSIC CONSERVATORY OF SANDPOINT
    216 CENTRAL AVE
    WHITE PLAINS,NY10606     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    NAACP LEGAL DEFENSE AND EDUCATIONAL FUND
    40 RECTOR ST
    NEW YORK,NY10006     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    NATIONAL FOUNDATION FOR CELIAC AWARENESS
    224 S MAPLE ST
    AMBLER,PA19002     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    NATIONAL GHOST RANCH FOUNDATION
    1708 US 84
    ABIQUIU,NM87510     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    NATIONAL MUSEUM OF WOMEN IN THE ARTS
    1250 NEW YORK AVE NW
    WASHINGTON,DC20005     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 100,000
    NEO PHILANTHROPY
    45 WEST 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 200,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 600,000
    NEW YORK CITY BALLET
    20 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    NORTH CAROLINA BLACK ALLIANCE
    PO BOX 27886
    RALEIGH,NC27611     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 140,000
    OLE EDUCATION FUND
    411 BELLAMAH AVE NW
    ALBUQUERQUE,NM87102     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    ONE TREASURE ISLAND
    1 AVENUE OF THE PLAMS ROOM 166
    SAN FRANCISCO,CA94130     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    PEACE DEVELOPMENT FUND
    PO BOX 1280
    AMHERST,MA01004     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    PENNSYLVANIA ALLIANCE FOUNDATION
    1528 WALNUT ST
    PHILA,PA19102     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 110,000
    PEOPLE FOR THE AMERICAN WAY
    1101 15TH STREET NW SUITE 600
    WASHINGTON,DC20005     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    PEOPLE'S ACTION INSTITUTE
    2125 W NORTH AVE
    CHICAGO,IL60647     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    PLANNED PARENTHOOD OF SOUTH FLORIDA
    2300 N FLORIDA MANGO RD
    WEST PLAM BEACH,FL33409     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 30,000
    PLOUGHSHARES FUND
    1100 VERMONT AVE NW 300
    WASHINGTON,DC20005     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    PROGRESSIVE ARIZONA INSTITUTE
    345 E PALM LN
    PHOENIX,AZ85004     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    PROGRESSIVE CHANGE INSTITUTE
    1629 K STREET SUITE 300
    WASHINGTON,DC20006     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    PROGRESSIVE MULTIPLIER FUND
    714 G ST SE SUITE 200
    WASHINGTON,DC20003     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 100,000
    PROTEUS FUND
    250 E 31ST STREEET
    NEW YORK,NY10016     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 575,000
    PUBLIC CITIZEN FOUNDATION
    1600 20TH ST NW
    WASHINGTON,DC20009     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 100,000
    PUENTE HUMAN RIGHTS MOVEMENT
    1937 W ADAMS ST
    PHOENIX,AZ85009     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    REAL NEWS PROJECT INC
    PO BOX 1103
    NEW YORK,NY10276     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 15,000
    RE-POWER FUND
    2639 NICOLLET AVE 220
    MINNEAPOLIS,MI55408     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    REGISTER 2 VOTE FUND
    120 BROADWAY
    NEW YORK,NY10271     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    ROC UNITED
    275 SEVENTH AVE SUITE 1703
    NEW YORK,NY10001     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    ROOSEVELT INSTITUTE
    570 LEXINGTON AVE 18TH FLOOR
    NEW YORK,NY10022     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    RURAL ARIZONA ENGAGEMENT (RAZE)
    381 W CENTRAL AVENUE
    COOLIDGE,AZ85128     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    SAFE AND SOUND
    427 HOMESTEAD RD 2
    HILLSBOROUGH TOWNSHIP,NJ08844     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    SAN FRANCISCO MUSEUM OF MODERN ART
    151 3RD ST
    SAN FRANCISCO,CA94103     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 30,000
    SAN FRANCSICO FOUNDATION
    ONE EMBARCADERO CENTER SUITE 1400
    SAN FRANCISCO,CA94111     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 2,050,000
    SCHWAB CHARITABLE
    PO BOX 628298
    ORLANDO,FL32862     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 60,000
    SF JAZZ
    201 FRANKLIKN ST
    SAN FRANCISCO,CA94102     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    SILICON VALLEY COMMUNITY FOUNDATION
    2440 W EI CAMINO REAL 300
    MOUNTAIN VIEW,CA94040     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 200,000
    SOLIDAIRE NETWORK INC
    1330 BROADWAY 3RD FLOOR
    OAKLAND,CA94612     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 300,000
    SOPHIA ACADEMY
    5900 N 5TH ST
    PHILADEPHIA,PA19120     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 15,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 90,000
    STATE INNOVATION EXCHANGE
    PO BOX 260230
    MADISON,WI53726     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 70,000
    STATE VOICES
    1625 MASSACHUSETTS AVE NW STE 308
    WASHINGTON,DC20036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 40,000
    TAKE ACTION MINNESOTA EDUCATION FUND
    705 RAYMOND AVE 100
    ST PAUL,MI55114     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 90,000
    TAKE BACK THE COURT
    2370 MARKET STREET 433
    SAN FRANCISCO,CA94114     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 100,000
    TESSERACT RESEARCH CENTER
    1701 K ST NW STE 750
    WASHINGTON,DC20006     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 300,000
    THANKS TO SCANDINAVA
    366 AMSTERDAM AVE 205
    NEW YORK,NY10024     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 30,000
    THE AMERICAN TECHNION SOCIETY
    55 EAST 59TH ST
    NEW YORK,NY10022     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    THE PHILADELPHIA DANCE COMPANY
    219 CUTHBERT ST 3RD FL
    PHILADEPHIA,PA19106     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    THE WEIZMANN INSTITUTE OF SCIENCE
    633 3RD AVE STE 20
    NEW YORK,NY10017     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 20,000
    THE WOODEN FLOOR
    1810 NORTH MAIN STREET
    SANTA ANA,CA92706     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    TIDES CENTER
    209 9TH ST
    PITTSBURGH,PA15222     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 150,000
    TIDES FOUNDATION
    PO BOX 29198
    SAN FRANCISCO,CA94129     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 1,495,000
    UE RESEARCH AND EDUCATION FUND
    4 SMITHFILED ST 9TH FL
    PITTSBURGH,PA15222     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 40,000
    UNDERGROUND KINDNESS
    PO BOX 73
    SANDPOINT,ID83864     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    USC DAVIS SCHOOL OF GERONTOLOGY
    3715 MCCLINTOCK AVE
    LOS ANGELES,CA90089     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    VERIFIED VOTING FOUNDATION
    1550 BRYANT ST 855
    SAN FRANCISCO,CA94103     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 100,000
    VIOLENCE POLICY CENTER
    1730 RHODE ISLAND AVE NW 1014
    WASHINGTON,DC20036     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 80,000
    WE ARE DOWN HOME
    1250 PLAZA DRIVE
    BURLINGTON,NC27215     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 80,000
    WEST VIRGINIA CAN'T WAIT
    PO BOX 1633
    HUNTINGTON,WV25717     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 40,000
    WOMEN MAKE MOVIES
    115W 29TH ST
    NEW YORK,NY10001     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 50,000
    WORKING AMERICA EDUCATION FUND
    815 16TH ST NW
    WASHINGTON,DC20006     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 400,000
    CONGREGATION SHEARITH ISRAEL
    9401 DOUGLAS AVE
    DALLAS,TX75225     		NONE 501(C)(3) SOCIAL SER SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS 10,000
    Total .................................bullet 3a 18,310,000
    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 1,420  
    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 26,247,696  
    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 29,029,465 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    29,029,465
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE LEONARD & SOPHIE DAVIS FUND
     
    Employer identification number

    94-3402266
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE LEONARD & SOPHIE DAVIS FUND
          		Employer identification number
    94-3402266
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ALAN STEPHEN DAVIS CLAT
     
    WILMINGTON TRUST FSB 100 WILSHIRE B
     
    SANTA MONICA, CA90401

    		$ 6,255,338


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE LEONARD & SOPHIE DAVIS FUND
          		Employer identification number

    94-3402266
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE LEONARD & SOPHIE DAVIS FUND
          		Employer identification number

    94-3402266
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FARKOUH, FURMAN & FACCIO LLP 87,750 0   87,750

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Name of Stock End of Year Book Value End of Year Fair Market Value
    US BANK #6247 - DETAILS IN TAXPAYER'S POSSESSION 56,556,940 56,556,940
    US BANK #6775 - DETAILS IN TAXPAYER'S POSSESSION 57,341,322 57,341,322
    US BANK #7198 - DETAILS IN TAXPAYER'S POSSESSION 62,404,421 62,404,421
    WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION 19,052,502 19,052,502
    US BANK #9393 - DETAILS IN TAXPAYER'S POSSESSION 8,827,884 8,827,884

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WELLS FARGO HEDGE FUNDS - DETAILS IN TAXPAYER'S POSSESSION FMV 1,745,239 1,745,239
    YOLEV INVESTMENT LLC FMV 12,986,330 12,986,330
    REV+ALL, LLC FMV 120,166 120,166

    TY 2021 LegalFeesSchedule
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FARELLA BRAUN & MARTEL 21,637 0   21,637


    TY 2021 OtherAssetsSchedule
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART 666,450 666,450 666,450
    ACCRUED DIVIDEND INCOME 134,696 119,185 119,185
    PREPAID WAGES 0 2,548 2,548


    TY 2021 OtherDecreasesSchedule
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Description Amount
    FROM PASS THROUGHS - BOOK TO TAX DIFFERENCES 7


    TY 2021 OtherExpensesSchedule
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2% PORTFOLIO DEDUCTION FROM LYME FOREST FUND 1,020 1,020   0
    2% PORTFOLIO DEDUCTION FROM PINEBRIDGE PEP 3,181 3,181   0
    2% PORTFOLIO DEDUCTION FROM YOLEV 78,389 78,389   0
    NON 2% PORTFOLIO DEDUCTION FROM PINEBRIDGE PEP 335 335   0
    INTEREST EXPENSE FROM YOLEV 4 4   0
    INTEREST EXPENSE FROM PINEBRIDGE PEP 10 10   0
    2% PORTFOLIO DEDUCTION FROM DBL PARTNERS III LLP 6,033 6,033   0
    INTEREST EXPENSE FROM DBL PARTNERS III LP 28 28   0
    2% PORTFOLIO DEDUCTION FROM PARTNERS GROUP REAL ESTATE SECONDARY 3,452 3,452   0
    INTEREST EXPENSE FROM PARTNERS GROUP REAL ESTATE SECONDARY 73 73   0
    OTHER DEDUCTIONS FROM PARTNERS GROUP REAL ESTATE SECONDARY 10 10   0
    MISCELLANEOUS EXPENSE 3,753 0   3,753
    PAYROLL SERVICE FEE 493 0   493
    FILING FEES 235 0   235


    TY 2021 OtherIncomeSchedule2
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ORDINARY INCOME FROM LIGHTHOUSE -464 -464 -464
    ORDINARY INCOME FROM PARTNERS GROUP REAL ESTATE SECONDARY -595 -595 -595
    ORDINARY INCOME FROM PINEBRIDGE -25 -25 -25
    OTHER INCOME FROM PARTNERS GROUP REAL ESTATE SECONDARY 913 913 913
    OTHER INCOME FROM WELLS FARGO 11 11 11
    OTHER INCOME FROM YOLEV 1,557 1,557 1,557
    PORTFOLIO INCOME FROM PARTNERS GROUP REAL ESTATE 2,722 2,722 2,722
    PORTFOLIO INCOME FROM PINEBRIDGE 72 72 72
    PORTFOLIO INCOME FROM YOLEV -211 -211 -211
    RENTAL INCOME FROM PARTNERS GROUP REAL ESTATE -492 -492 -492
    RENTAL INCOME FROM THE LYME FOREST FUND III TE, LP 31 31 31
    OTHER INCOME FROM PINEBRIDGE -1 -1 -1


    TY 2021 OtherIncreasesSchedule
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Description Amount
    UNREALIZED APPRECIATION 22,223,181
    NON-TAXABLE CAPITAL GAIN-1202 EXCLUSION 20,055


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY 761,786 761,786   0
    CONSULTING 265,124 0   265,124
    OTHER PROFESSIONAL FEES 23,400 0   23,400


    TY 2021 TaxesSchedule
    Name:
    THE LEONARD & SOPHIE DAVIS FUND
    EIN:
    94-3402266
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 29,715 29,715   0
    PAYROLL TAX 3,242 0   3,242
    FEDERAL EXCISE TAX 4,216 0   0