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 12-01-2021 , and ending 11-30-2022
Name of foundation
MAURICE & CAROL FEINBERG FAMILY FOUNDATI
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)CO D FEINBERG 855 BOYLSTON STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

13-3746078
B Telephone number (see instructions)

(212) 485-5500
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$8,278,898
J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,386 1,386  
4 Dividends and interest from securities... 177,808 177,808  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 268,966
b Gross sales price for all assets on line 6a 2,011,799
7 Capital gain net income (from Part IV, line 2)... 268,966
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 448,160 448,160  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 39,960 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,352 1,013   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 22,836 22,086   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,148 23,099   0
25 Contributions, gifts, grants paid....... 557,521 557,521
26 Total expenses and disbursements. Add lines 24 and 25 624,669 23,099   557,521
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -176,509
b Net investment income (if negative, enter -0-) 425,061
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......... 150,500 115,908 115,908
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)....... 5,783,610 Click to see attachment3,755,201 3,755,201
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).......... 0 Click to see attachment8,243 8,243
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,126,546 Click to see attachment4,399,546 Click to see attachment4,399,546
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,060,656 8,278,898 8,278,898
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........... 10,060,656 8,278,898
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)..... 10,060,656 8,278,898
30 Total liabilities and net assets/fund balances (see instructions). 10,060,656 8,278,898
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
10,060,656
2
Enter amount from Part I, line 27a .....................
2
-176,509
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,884,147
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,605,249
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,278,898
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 SPDR S&P 500 ETF TRUST   2020-04-17 2021-12-16
b SPDR S&P 500 ETF TRUST   2020-04-17 2021-12-16
c MARVELL TECHNOLOGY, INC. CMN   2020-11-05 2021-12-07
d NVIDIA CORPORATION CMN   2019-09-12 2021-12-07
e ALPHABET INC. CMN CLASS A   2019-12-06 2021-12-14
ELI LILLY & CO CMN   2020-11-05 2021-12-14
MASTERCARD INCORPORATED CMN CLASS A   2021-06-22 2021-12-14
ALIBABA GROUP HOLDING LIMITED SPONSORED ADR CMN   2020-05-06 2021-12-09
ALIBABA GROUP HOLDING LIMITED SPONSORED ADR CMN   2020-12-31 2021-12-09
ALIBABA GROUP HOLDING LIMITED SPONSORED ADR CMN   2021-02-08 2021-12-09
ABBVIE INC CMN   2020-11-30 2022-01-13
ALPHABET INC. CMN CLASS C   2018-04-23 2022-01-13
AUTOZONE, INC. CMN   2017-07-12 2022-01-13
BERKSHIRE HATHAWAY INC. CLASS B   2010-01-06 2022-01-13
IQVIA HOLDINGS INC CMN   2020-05-13 2022-01-13
CHUBB LIMITED CMN   2015-12-29 2022-01-20
CHUBB LIMITED CMN   2019-01-22 2022-01-20
CHUBB LIMITED CMN   2021-10-26 2022-01-20
DANAHER CORPORATION CMN   2016-07-18 2022-01-20
DANAHER CORPORATION CMN   2019-01-22 2022-01-20
JOHNSON CONTROLS INTERNATIONAL CMN   2017-12-21 2022-01-20
JOHNSON CONTROLS INTERNATIONAL CMN   2017-12-22 2022-01-20
JOHNSON CONTROLS INTERNATIONAL CMN   2019-01-22 2022-01-20
JOHNSON CONTROLS INTERNATIONAL CMN   2021-10-26 2022-01-20
WALGREENS BOOTS ALLIANCE, INC. CMN   2015-05-31 2022-01-20
WALGREENS BOOTS ALLIANCE, INC. CMN   2019-01-22 2022-01-20
WALGREENS BOOTS ALLIANCE, INC. CMN   2021-10-26 2022-01-20
ADOBE INC CMN   2021-10-26 2022-02-07
AMGEN INC. CMN   2021-08-13 2022-02-07
BLACKSTONE GROUP INC/THE CMN   2022-01-20 2022-02-07
COCA-COLA COMPANY (THE) CMN   2019-01-22 2022-02-07
COCA-COLA COMPANY (THE) CMN   2021-10-26 2022-02-07
COMPAGNIE GENERALE DES ETABLIS UNSPONSORED ADR CMN   2021-08-13 2022-02-07
CORTEVA, INC. CMN   2019-11-26 2022-02-07
CROWN CASTLE INTL CORP CMN   2021-02-12 2022-02-07
GENERAL DYNAMICS CORP. CMN   2019-01-22 2022-02-07
MEDTRONIC PUBLIC LIMITED COMPA CMN   2021-10-26 2022-02-07
MICROSOFT CORPORATION CMN   2015-03-31 2022-02-07
MICROSOFT CORPORATION CMN   2021-10-26 2022-02-07
MITSUBISHI UFJ FINL GROUP, INC SPONSORED ADR CMN   2015-03-31 2022-02-07
OSHKOSH CORPORATION CMN   2021-10-20 2022-02-07
PHILLIPS 66 CMN   2019-01-22 2022-02-07
PROCTER & GAMBLE COMPANY (THE) CMN   2020-08-21 2022-02-07
TYSON FOODS INC CL-A CMN CLASS A   2019-05-31 2022-02-07
COMMERCE BANCSHARES, INC. CMN   2010-01-01 2022-02-10
TWITTER, INC. CMN   2018-08-24 2022-04-20
TWITTER, INC. CMN   2021-10-26 2022-04-20
TWITTER, INC. CMN   2018-08-24 2022-05-05
TWITTER, INC. CMN   2019-01-22 2022-05-05
LENNAR CORPORATION CMN CLASS A   2015-03-31 2022-07-01
LENNAR CORPORATION CMN CLASS A   2021-10-26 2022-07-01
LENNAR CORPORATION CMN CLASS A   2022-02-07 2022-07-01
XYLEM INC. CMN   2020-01-10 2022-08-18
AUTODESK, INC. CMN   2022-05-23 2022-09-22
COMPAGNIE GENERALE DES ETABLIS UNSPONSORED ADR CMN   2021-09-05 2022-09-22
COMPAGNIE GENERALE DES ETABLIS UNSPONSORED ADR CMN   2021-10-26 2022-09-22
CULLEN FROST BANKERS INC CMN   2021-03-16 2022-09-22
CULLEN FROST BANKERS INC CMN   2021-08-13 2022-09-22
DANAHER CORPORATION CMN   2016-07-18 2022-09-22
ECOLAB INC. CMN   2022-02-07 2022-09-22
HONEYWELL INTL INC CMN   2021-10-26 2022-09-22
MARTIN MARIETTA MATERIALS,INC CMN   2022-02-07 2022-09-22
MICROSOFT CORPORATION CMN   2022-06-15 2022-09-22
RPM INTERNATIONAL INC CMN   2020-03-12 2022-09-22
RPM INTERNATIONAL INC CMN   2021-10-26 2022-09-22
XCEL ENERGY INC. CMN   2022-01-20 2022-09-22
SUN COMMUNITIES, INC CMN   2018-09-05 2022-09-28
SUN COMMUNITIES, INC CMN   2019-01-22 2022-09-28
ADOBE INC CMN   2021-10-26 2022-10-28
ADOBE INC CMN   2022-09-22 2022-10-28
AMERIPRISE FINANCIAL, INC. CMN   2016-06-24 2022-10-28
AMGEN INC. CMN   2021-08-13 2022-10-28
AMGEN INC. CMN   2021-10-26 2022-10-28
AUTODESK, INC. CMN   2022-05-23 2022-10-28
BLACKSTONE GROUP INC/THE CMN   2022-01-20 2022-10-28
CAPITAL ONE FINANCIAL CORP CMN   2021-01-11 2022-10-28
COMPAGNIE GENERALE DES ETABLIS UNSPONSORED ADR CMN   2021-09-05 2022-10-28
COMPAGNIE GENERALE DES ETABLIS UNSPONSORED ADR CMN   2022-03-02 2022-10-28
CORTEVA, INC. CMN   2019-10-26 2022-10-28
ELANCO ANIMAL HEALTH INCORPORA CMN   2022-02-07 2022-10-28
EQUITY LIFESTYLE PROPERTIES, I CMN   2022-09-15 2022-10-28
EQUITY LIFESTYLE PROPERTIES, I CMN   2022-09-28 2022-10-28
GENERAL DYNAMICS CORP. CMN   2019-01-22 2022-10-28
HONEYWELL INTL INC CMN   2021-04-30 2022-10-28
MICROCHIP TECHNOLOGY INCORPORA CMN   2021-10-26 2022-10-28
OSHKOSH CORPORATION CMN   2021-10-20 2022-10-28
PAYPAL HOLDINGS, INC. CMN   2021-10-26 2022-10-28
PHILLIPS 66 CMN   2019-01-22 2022-10-28
PNC FINANCIAL SERVICES GROUP, CMN   2022-09-22 2022-10-28
TYSON FOODS INC CL-A CMN CLASS A   2022-06-15 2022-10-28
XYLEM INC. CMN   2022-02-07 2022-10-28
ELANCO ANIMAL HEALTH INCORPORA CMN   2020-03-12 2022-11-01
ELANCO ANIMAL HEALTH INCORPORA CMN   2020-03-12 2022-11-01
ELANCO ANIMAL HEALTH INCORPORA CMN   2022-02-07 2022-11-01
SUN COMMUNITIES, INC CMN   2022-10-28 2022-11-04
TYSON FOODS INC CL-A CMN CLASS A   2019-05-31 2022-11-18
TYSON FOODS INC CL-A CMN CLASS A   2022-06-15 2022-11-18
GS BOND FUND CLASS P   2020-07-31 2022-03-22
GS BOND FUND CLASS P   2020-08-31 2022-03-22
GS BOND FUND CLASS P   2020-11-30 2022-03-22
GS BOND FUND CLASS P   2021-03-31 2022-03-22
GS BOND FUND CLASS P   2021-04-30 2022-03-22
GS BOND FUND CLASS P   2021-05-28 2022-03-22
GS BOND FUND CLASS P   2021-06-30 2022-03-22
GS BOND FUND CLASS P   2021-07-30 2022-03-22
GS BOND FUND CLASS P   2021-08-31 2022-03-22
GS BOND FUND CLASS P   2021-09-30 2022-03-22
GS BOND FUND CLASS P   2021-10-29 2022-03-22
GS BOND FUND CLASS P   2021-11-30 2022-03-22
GS BOND FUND CLASS P   2021-12-31 2022-03-22
GS BOND FUND CLASS P   2020-08-31 2022-04-26
GS BOND FUND CLASS P   2020-09-30 2022-04-26
GS BOND FUND CLASS P   2020-10-30 2022-04-26
GS BOND FUND CLASS P   2020-12-30 2022-04-26
GS BOND FUND CLASS P   2020-12-31 2022-04-26
BOSTON SCIENTIFIC CORP. COMMON STOCK   2020-08-11 2022-01-18
ELI LILLY & CO CMN   2020-11-05 2022-01-18
ALPHABET INC. CMN CLASS A   2019-12-06 2022-01-31
BILL.COM HOLDINGS, INC. CMN   2021-10-13 2022-02-08
BILL.COM HOLDINGS, INC. CMN   2021-10-28 2022-02-08
BIOMARIN PHARMACEUTICAL INC. CMN   2018-09-14 2022-02-10
SPLUNK INC CMN   2020-12-17 2022-03-07
SPLUNK INC CMN   2021-06-29 2022-03-07
NVIDIA CORPORATION CMN   2021-03-15 2022-03-08
MONSTER BEVERAGE CORPORATION CMN   2017-05-23 2022-03-15
MONSTER BEVERAGE CORPORATION CMN   2017-07-06 2022-03-15
MONSTER BEVERAGE CORPORATION CMN   2018-05-15 2022-03-15
MONSTER BEVERAGE CORPORATION CMN   2019-01-22 2022-03-15
MONSTER BEVERAGE CORPORATION CMN   2019-08-08 2022-03-15
MONSTER BEVERAGE CORPORATION CMN   2021-11-10 2022-03-15
DANAHER CORPORATION CMN   2021-03-16 2022-03-24
GENMAB A/S SPONSORED ADR CMN   2020-10-23 2022-03-24
SAREPTA THERAPEUTICS INC CMN   2020-05-08 2022-03-24
SAREPTA THERAPEUTICS INC CMN   2021-01-19 2022-03-24
SEAGEN INC. CMN   2021-06-02 2022-03-24
SEAGEN INC. CMN   2021-08-03 2022-03-24
GENMAB A/S SPONSORED ADR CMN   2020-10-22 2022-03-25
GENMAB A/S SPONSORED ADR CMN   2020-10-23 2022-03-25
NVIDIA CORPORATION CMN   2019-09-12 2022-04-06
NVIDIA CORPORATION CMN   2021-03-15 2022-04-06
ALPHABET INC. CMN CLASS A   2019-05-22 2022-04-11
NVIDIA CORPORATION CMN   2019-09-12 2022-04-11
ECOLAB INC. CMN   2020-07-28 2022-04-18
ECOLAB INC. CMN   2021-11-04 2022-04-18
NETFLIX, INC. CMN   2020-01-24 2022-04-21
NETFLIX, INC. CMN   2020-06-23 2022-04-21
NETFLIX, INC. CMN   2021-01-14 2022-04-21
NETFLIX, INC. CMN   2021-08-04 2022-04-21
NETFLIX, INC. CMN   2021-12-16 2022-04-21
ADAPTIVE BIOTECHNOLOGIES CORPO CMN   2021-04-13 2022-04-25
ADAPTIVE BIOTECHNOLOGIES CORPO CMN   2021-05-04 2022-04-25
ADAPTIVE BIOTECHNOLOGIES CORPO CMN   2021-05-11 2022-04-25
ILLUMINA, INC CMN   2017-10-12 2022-04-25
ILLUMINA, INC CMN   2021-12-16 2022-04-25
NVIDIA CORPORATION CMN   2019-09-12 2022-04-25
WORKDAY, INC. CMN CLASS A   2021-08-31 2022-04-26
AFFIRM HOLDINGS, INC. CMN   2021-11-17 2022-05-09
AFFIRM HOLDINGS, INC. CMN   2021-12-07 2022-05-09
AFFIRM HOLDINGS, INC. CMN   2022-01-14 2022-05-09
AFFIRM HOLDINGS, INC. CMN   2022-02-08 2022-05-09
FARFETCH LIMITED CMN CLASS A   2021-05-11 2022-05-11
CSX CORPORATION CMN   2017-09-07 2022-05-12
CSX CORPORATION CMN   2017-09-11 2022-05-12
CSX CORPORATION CMN   2018-05-09 2022-05-12
CSX CORPORATION CMN   2019-08-07 2022-05-12
FARFETCH LIMITED CMN CLASS A   2021-05-11 2022-05-12
FARFETCH LIMITED CMN CLASS A   2021-05-12 2022-05-12
FARFETCH LIMITED CMN CLASS A   2021-05-13 2022-05-12
FARFETCH LIMITED CMN CLASS A   2021-11-04 2022-05-12
WORKDAY, INC. CMN CLASS A   2020-05-28 2022-05-18
WORKDAY, INC. CMN CLASS A   2021-08-31 2022-05-18
ADOBE INC CMN   2022-01-31 2022-06-08
ADOBE INC CMN   2022-04-11 2022-06-08
ADOBE INC CMN   2022-05-18 2022-06-08
WORKDAY, INC. CMN CLASS A   2020-06-09 2022-06-08
WORKDAY, INC. CMN CLASS A   2020-05-28 2022-06-08
ADOBE INC CMN   2019-06-10 2022-06-15
ADOBE INC CMN   2022-01-31 2022-06-15
MARVELL TECHNOLOGY, INC. CMN   2020-11-05 2022-06-15
SPLUNK INC CMN   2020-12-08 2022-06-15
SPLUNK INC CMN   2020-12-10 2022-06-15
SPLUNK INC CMN   2021-05-11 2022-06-15
SPLUNK INC CMN   2021-06-29 2022-06-15
ARGENX SE SPONSORED ADR CMN   2022-03-24 2022-06-24
BIOMARIN PHARMACEUTICAL INC. CMN   2018-09-27 2022-06-24
ELI LILLY & CO CMN   2020-11-05 2022-06-24
MARVELL TECHNOLOGY, INC. CMN   2020-11-05 2022-06-24
PAYPAL HOLDINGS, INC. CMN   2021-10-28 2022-06-24
PAYPAL HOLDINGS, INC. CMN   2021-11-09 2022-06-24
SAREPTA THERAPEUTICS INC CMN   2021-01-19 2022-06-24
INSULET CORPORATION CMN   2020-02-27 2022-07-13
SEAGEN INC. CMN   2021-06-02 2022-07-13
DANAHER CORPORATION CMN   2021-03-16 2022-07-20
DANAHER CORPORATION CMN   2021-04-01 2022-07-20
SEAGEN INC. CMN   2021-06-02 2022-07-20
ALPHABET INC. CMN CLASS A   2018-07-05 2022-07-22
ECOLAB INC. CMN   2018-04-16 2022-07-22
ECOLAB INC. CMN   2018-11-12 2022-07-22
ECOLAB INC. CMN   2019-01-22 2022-07-22
ECOLAB INC. CMN   2020-07-28 2022-07-22
LULULEMON ATHLETICA INC. CMN   2021-02-09 2022-08-03
LULULEMON ATHLETICA INC. CMN   2021-03-12 2022-08-03
LULULEMON ATHLETICA INC. CMN   2021-06-24 2022-08-03
MARVELL TECHNOLOGY, INC. CMN   2020-11-05 2022-08-03
SNOWFLAKE INC. CMN CLASS A   2022-01-05 2022-08-12
SNOWFLAKE INC. CMN CLASS A   2022-01-31 2022-08-12
ADOBE INC CMN   2019-06-10 2022-08-25
SNOWFLAKE INC. CMN CLASS A   2021-06-29 2022-09-01
SNOWFLAKE INC. CMN CLASS A   2022-01-31 2022-09-01
WORKDAY, INC. CMN CLASS A   2019-10-24 2022-09-07
WORKDAY, INC. CMN CLASS A   2020-01-09 2022-09-07
SNOWFLAKE INC. CMN CLASS A   2020-09-16 2022-09-12
WORKDAY, INC. CMN CLASS A   2019-10-24 2022-09-12
ADOBE INC CMN   2019-05-22 2022-09-20
ADOBE INC CMN   2019-06-10 2022-09-20
ADOBE INC CMN   2019-06-11 2022-09-20
ADOBE INC CMN   2019-09-26 2022-09-20
ADOBE INC CMN   2019-10-24 2022-09-20
SAREPTA THERAPEUTICS INC CMN   2021-01-19 2022-10-13
SAREPTA THERAPEUTICS INC CMN   2021-02-25 2022-10-13
VERISK ANALYTICS, INC. CMN   2021-04-01 2022-10-17
VERISK ANALYTICS, INC. CMN   2021-06-29 2022-10-17
ELI LILLY & CO CMN   2020-11-05 2022-10-24
BILL.COM HOLDINGS, INC. CMN   2021-12-07 2022-11-02
BOEING COMPANY CMN   2020-02-28 2022-11-02
DANAHER CORPORATION CMN   2019-01-22 2022-11-02
MC DONALDS CORP CMN   2021-07-21 2022-11-02
MC DONALDS CORP CMN   2022-05-09 2022-11-02
RH CMN   2022-03-15 2022-11-02
ROSS STORES,INC CMN   2021-06-24 2022-11-02
ELI LILLY & CO CMN   2020-11-05 2022-11-10
BILL.COM HOLDINGS, INC. CMN   2021-10-13 2022-11-15
BILL.COM HOLDINGS, INC. CMN   2021-12-07 2022-11-15
RH CMN   2022-03-15 2022-11-15
ROSS STORES,INC CMN   2021-06-24 2022-11-15
VERISK ANALYTICS, INC. CMN   2021-02-25 2022-11-15
VERISK ANALYTICS, INC. CMN   2021-06-29 2022-11-15
MC DONALDS CORP CMN   2022-05-09 2022-11-28
ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN   2013-05-07 2022-01-05
ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN   2015-11-09 2022-01-05
ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN   2018-05-16 2022-01-05
ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN   2019-02-08 2022-01-05
ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN   2020-04-20 2022-01-05
ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN   2020-06-04 2022-01-05
FUCHS PETROLUB SE ADR CMN   2019-02-08 2022-01-10
FUCHS PETROLUB SE ADR CMN   2019-02-08 2022-01-11
FUCHS PETROLUB SE ADR CMN   2014-08-28 2022-01-12
FUCHS PETROLUB SE ADR CMN   2019-02-08 2022-01-12
FUCHS PETROLUB SE ADR CMN   2020-04-20 2022-01-12
FUCHS PETROLUB SE ADR CMN   2020-04-20 2022-05-09
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS   2020-04-20 2022-04-04
UNILEVER PLC (NEW) SPONSORED ADR CMN   2015-06-22 2022-04-05
UNILEVER PLC (NEW) SPONSORED ADR CMN   2019-02-08 2022-04-05
UNILEVER PLC (NEW) SPONSORED ADR CMN   2020-03-20 2022-04-05
UNILEVER PLC (NEW) SPONSORED ADR CMN   2020-04-20 2022-04-05
UNILEVER PLC (NEW) SPONSORED ADR CMN   2020-12-31 2022-04-05
UNICHARM CORP. SPONSORED ADR CMN   2020-04-20 2022-04-28
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES   2018-12-14 2022-05-25
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES   2019-02-08 2022-05-25
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES   2020-12-31 2022-05-25
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES   2021-01-22 2022-05-25
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES   2018-12-14 2022-05-26
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES   2020-04-20 2022-05-26
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES   2016-10-10 2022-05-27
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES   2017-01-19 2022-05-27
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES   2018-05-16 2022-05-27
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES   2020-04-20 2022-05-27
NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS)   2020-04-20 2022-07-07
NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS)   2020-12-31 2022-07-07
DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN   2020-04-20 2022-07-08
DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN   2020-12-31 2022-07-08
SGS SA ADR CMN   2019-04-02 2022-08-09
SGS SA ADR CMN   2019-04-03 2022-08-09
SGS SA ADR CMN   2020-04-20 2022-08-09
SAP SE (SPON ADR)   2020-04-20 2022-09-07
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 235,129   141,833 93,296
b 200,522   120,601 79,921
c 1,362   616 746
d 924   141 783
e 2,857   1,340 1,517
1,484   877 607
681   754 -73
6,439   10,252 -3,813
1,115   2,085 -970
2,105   4,466 -2,361
110,924   99,330 11,594
270,305   271,605 -1,300
257,665   201,676 55,989
371,311   330,395 40,916
236,020   239,307 -3,287
4,498   2,741 1,757
1,369   920 449
391   375 16
3,152   889 2,263
287   106 181
2,195   1,140 1,055
3,878   2,016 1,862
3,000   1,328 1,672
366   368 -2
2,040   3,245 -1,205
1,181   1,572 -391
590   532 58
509   648 -139
446   462 -16
1,428   1,250 178
367   284 83
429   381 48
772   772 0
1,302   675 627
361   326 35
425   333 92
615   747 -132
608   82 526
304   310 -6
687   660 27
568   531 37
450   468 -18
1,125   958 167
780   605 175
4     4
2,901   2,185 716
272   367 -95
1,119   751 368
2,085   1,328 757
148   102 46
444   600 -156
666   816 -150
1,426   1,120 306
566   543 23
308   445 -137
213   340 -127
415   344 71
554   465 89
534   162 372
602   751 -149
522   658 -136
991   1,122 -131
722   752 -30
86   60 26
342   355 -13
654   615 39
2,511   1,805 706
279   210 69
323   648 -325
323   287 36
1,219   373 846
271   231 40
542   418 124
633   543 90
372   451 -79
308   326 -18
138   184 -46
158   205 -47
330   130 200
302   574 -272
61   61 0
246   246 0
499   333 166
799   890 -91
310   371 -61
347   425 -78
343   969 -626
317   281 36
325   310 15
339   427 -88
507   450 57
1,183   1,981 -798
1,255   2,092 -837
66   125 -59
131   131 0
3,791   4,385 -594
327   427 -100
837   837 0
286   286 0
817   823 -6
934   1,007 -73
893   970 -77
799   870 -71
673   737 -64
598   662 -64
691   765 -74
862   945 -83
854   926 -72
826   897 -71
929   1,007 -78
529   529 0
912   983 -71
803   935 -132
36,949   43,004 -6,055
807   940 -133
663   594 69
245   146 99
2,698   1,340 1,358
461   461 0
461   461 0
460   494 -34
641   827 -186
384   436 -52
1,462   916 546
449   296 153
748   502 246
1,122   726 396
1,197   880 317
374   285 89
673   835 -162
286   216 70
1,540   1,560 -20
320   514 -194
320   382 -62
277   296 -19
415   466 -51
598   602 -4
704   709 -5
2,887   562 2,325
241   131 110
2,592   1,162 1,430
662   141 521
351   391 -40
878   1,148 -270
2,340   3,913 -1,573
851   1,893 -1,042
425   1,011 -586
638   1,545 -907
213   595 -382
750   3,487 -2,737
157   614 -457
176   618 -442
2,537   1,666 871
951   1,148 -197
1,349   328 1,021
1,010   1,372 -362
564   4,208 -3,644
230   1,303 -1,073
250   878 -628
209   632 -423
89   499 -410
494   256 238
1,284   669 615
3,062   1,908 1,154
1,185   790 395
23   125 -102
502   2,660 -2,158
99   487 -388
205   1,066 -861
335   372 -37
1,006   1,646 -640
861   960 -99
431   436 -5
861   811 50
639   714 -75
639   745 -106
377   282 95
377   504 -127
538   452 86
1,809   3,138 -1,329
452   771 -319
452   572 -120
90   145 -55
710   631 79
935   1,074 -139
973   438 535
623   534 89
615   1,868 -1,253
461   1,217 -756
879   1,145 -266
455   365 90
885   740 145
774   649 125
258   226 32
516   444 72
6,364   3,335 3,029
1,625   1,436 189
487   477 10
1,137   1,077 60
325   391 -66
620   677 -57
310   307 3
310   364 -54
737   534 203
331   595 -264
331   544 -213
792   564 228
513   751 -238
342   544 -202
328   315 13
328   357 -29
386   488 -102
3,057   2,835 222
2,598   2,528 70
289   282 7
289   280 9
577   561 16
577   531 46
107   95 12
537   432 105
344   357 -13
172   175 -3
1,047   438 609
372   740 -368
286   546 -260
502   213 289
1,092   943 149
273   249 24
487   673 -186
378   490 -112
731   292 439
129   289 -160
386   740 -354
597   673 -76
681   857 -176
4,423   4,158 265
531   524 7
274   249 25
437   873 -436
293   333 -40
251   574 -323
220   577 -357
2,876   3,208 -332
6,409   8,765 -2,356
491   491 0
545   547 -2
191   174 17
112   112 0
639   577 62
1,935   2,218 -283
4,823   2,435 2,388
1,390   1,349 41
1,297   1,516 -219
1,019   1,091 -72
8,432   9,826 -1,394
1,714   2,222 -508
3,381   3,724 -343
246   216 30
2,214   2,091 123
2,091   2,260 -169
3,444   3,623 -179
249   216 33
12,193   10,426 1,767
1,130   699 431
2,260   1,738 522
753   579 174
3,390   2,872 518
7,528   7,101 427
2,235   2,238 -3
11,328   8,904 2,424
343   317 26
1,198   1,279 -81
1,057   1,145 -88
5,123   5,114 9
3,572   5,173 -1,601
1,241     1,241
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       93,296
b       79,921
c       746
d       783
e       1,517
      607
      -73
      -3,813
      -970
      -2,361
      11,594
      -1,300
      55,989
      40,916
      -3,287
      1,757
      449
      16
      2,263
      181
      1,055
      1,862
      1,672
      -2
      -1,205
      -391
      58
      -139
      -16
      178
      83
      48
      0
      627
      35
      92
      -132
      526
      -6
      27
      37
      -18
      167
      175
      4
      716
      -95
      368
      757
      46
      -156
      -150
      306
      23
      -137
      -127
      71
      89
      372
      -149
      -136
      -131
      -30
      26
      -13
      39
      706
      69
      -325
      36
      846
      40
      124
      90
      -79
      -18
      -46
      -47
      200
      -272
      0
      0
      166
      -91
      -61
      -78
      -626
      36
      15
      -88
      57
      -798
      -837
      -59
      0
      -594
      -100
      0
      0
      -6
      -73
      -77
      -71
      -64
      -64
      -74
      -83
      -72
      -71
      -78
      0
      -71
      -132
      -6,055
      -133
      69
      99
      1,358
      0
      0
      -34
      -186
      -52
      546
      153
      246
      396
      317
      89
      -162
      70
      -20
      -194
      -62
      -19
      -51
      -4
      -5
      2,325
      110
      1,430
      521
      -40
      -270
      -1,573
      -1,042
      -586
      -907
      -382
      -2,737
      -457
      -442
      871
      -197
      1,021
      -362
      -3,644
      -1,073
      -628
      -423
      -410
      238
      615
      1,154
      395
      -102
      -2,158
      -388
      -861
      -37
      -640
      -99
      -5
      50
      -75
      -106
      95
      -127
      86
      -1,329
      -319
      -120
      -55
      79
      -139
      535
      89
      -1,253
      -756
      -266
      90
      145
      125
      32
      72
      3,029
      189
      10
      60
      -66
      -57
      3
      -54
      203
      -264
      -213
      228
      -238
      -202
      13
      -29
      -102
      222
      70
      7
      9
      16
      46
      12
      105
      -13
      -3
      609
      -368
      -260
      289
      149
      24
      -186
      -112
      439
      -160
      -354
      -76
      -176
      265
      7
      25
      -436
      -40
      -323
      -357
      -332
      -2,356
      0
      -2
      17
      0
      62
      -283
      2,388
      41
      -219
      -72
      -1,394
      -508
      -343
      30
      123
      -169
      -179
      33
      1,767
      431
      522
      174
      518
      427
      -3
      2,424
      26
      -81
      -88
      9
      -1,601
      1,241
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 2 268,966
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 5,908
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,908
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,640
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 2,640
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 44
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,312
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
    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 ofbulletDAVID FEINBERG Telephone no.bullet (617) 603-3304

    Located atbulletC/O FEINBERG HANSON LLP 800BOYLSTON STREETBOSTONMA ZIP+4bullet02116
    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
    NANCY FEINBERG DIRECTOR/SECRETARY & TREAS
    1.00
    0 0 0
    131 PRINCE STREET APT 3
    NEW YORK,NY10012
    HOPE SCHROY DIRECTOR/VICE PRESIDENT
    1.00
    0 0 0
    52 COTTAGE STREET
    WELLESLEY,MA02482
    DAVID FEINBERG DIRECTOR/PRESIDENT
    1.00
    0 0 0
    855 BOYLSTON STREET
    BOSTON,MA02116
    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 PLEASE NOTE THAT THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTORS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER SECTION 501(C)(C) OF THE INTERNAL REVENUE CODE. 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,393,766
    b
    Average of monthly cash balances.......................
    1b
    45,921
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,196,165
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,635,852
    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
    8,635,852
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    129,538
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,506,314
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    425,316
    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
    425,316
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,908
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,908
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    419,408
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    419,408
    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
    419,408
    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 7 419,408
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 231,837
    f Total of lines 3a through e ........ 231,837
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 557,521
    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..... 419,408
    e Remaining amount distributed out of corpus 138,113
    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 5 369,950
    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 ......
    369,950
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 231,837
    e Excess from 2021.... 138,113
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN RED CROSS
    430 17TH ST NW
    WASHINGTON,DC20006
    NONE   GENERAL SUPPORT 10,000
    ASPCA
    424 E 92ND ST
    NEW YORK,NY101286804
    NONE   GENERAL SUPPORT 10,000
    BELMONT HILL SCHOOL
    350 PROSPECT ST
    BELMONT,MA02478
    NONE   GENERAL SUPPORT 1,000
    BRIDGE OVER TROUBLED WATERS
    47 WEST ST
    BOSTON,MA02111
    NONE   GENERAL SUPPORT 5,000
    CENTRAL SYNAGOGUE
    123 E 55TH STREET
    NEW YORK,NY10022
    NONE   GENERAL SUPPORT 5,000
    CITIZENS SCHOOLS
    1 BEACON ST FLOOR 2
    BOSTON,MA02108
    NONE   GENERAL SUPPORT 1,000
    CITY HARVEST
    6 EAST 32ND 5TH FLOOR
    NEW YORK,NY10016
    NONE   GENERAL SUPPORT 5,000
    ETHICAL CULTURE SCHOOLS
    3901 FIELDSTON RD
    BRONX,NY10471
    NONE   GENERAL SUPPORT 2,500
    FACING HISTORY & OURSELVES
    16 HURD RD
    BROOKLINE,MA02445
    NONE   GENERAL SUPPORT 10,000
    FEEDING AMERICA
    161 NORTH CLARK STREET SUITE 700
    CHICAGO,IL60601
    NONE   GENERAL SUPPORT 10,000
    FRONTLINE FOODS
    200 MASSACHUSETTS AVE NW 7TH FLOOR
    WASHINGTON,DC20001
    NONE   GENERAL SUPPORT 5,000
    HAMILTON COLLEGE-PARENT FUND
    198 COLLEGE HILL ROAD
    CLINTON,NY13323
    NONE   GENERAL SUPPORT 1,000
    HARVARD COLLEGE FUND
    86 BRATTLE STREET
    CAMBRIDGE,MA02138
    NONE   GENERAL SUPPORT 10,000
    HARVARD LAW SCHOOL FUND
    1585 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    NONE   GENERAL SUPPORT 5,000
    HOUSING WORKS
    PO BOX 231104
    BOSTON,MA02123
    NONE   GENERAL SUPPORT 10,000
    INNOCENCE PROJECT
    40 WORTH STREET SUITE 701
    NEW YORK,NY10013
    NONE   GENERAL SUPPORT 2,500
    INTERNATIONAL MEDICAL CORPS
    12400 WILSHIRE BLVD SUITE 1500
    LOS ANGELES,CA90025
    NONE   GENERAL SUPPORT 10,000
    MARY MCDOWELL FRIENDS SCHOOL
    20 BERGEN ST
    BROOKLYN,NY11201
    NONE   GENERAL SUPPORT 35,000
    MARY MCDOWELL FRIENDS SCHOOL
    20 BERGEN ST
    BROOKLYN,NY11201
    NONE   GENERAL SUPPORT 50,000
    NEW POLITICS LEADERSHIP
    1 EMERSON PL APT 16C BOSTON MA
    02114
    BOSTON,MA02114
    NONE   GENERAL SUPPORT 50,000
    NEW YORK PHILHARMONIC
    DAVID GEFFEN HALL 10 LINCOLN CENTER
    PLAZA
    NEW YORK,NY100236970
    NONE   GENERAL SUPPORT 5,500
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118
    NONE   GENERAL SUPPORT 10,000
    PLANNED PARENTHOOD
    PO BOX 97166
    WASHINGTON,DC20090
    NONE   GENERAL SUPPORT 10,000
    TANZANIA EDUCATION CORP
    C/O CAROL HALL 6 NORFOLK RD
    CHESTNUT HILL,MA02467
    NONE   GENERAL SUPPORT 10,000
    TANZANIA EDUCATION CORP
    C/O CAROL HALL 6 NORFOLK RD
    CHESTNUT HILL,MA02467
    NONE   GENERAL SUPPORT 20,000
    TEMPLE ISREAL FRIENDS ANNUAL
    477 LONGWOOD AVE
    BOSTON,MA02215
    NONE   GENERAL SUPPORT 5,000
    THE DOOR NYC
    555 BROOME STREET
    NEW YORK,NY10013
    NONE   GENERAL SUPPORT 5,000
    THE GROUNDTRUTH PROJECT
    10 GUEST STREET
    BOSTON,MA02135
    NONE   GENERAL SUPPORT 100,000
    THE INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DR BOSTON MA 02210
    BOSTON,MA02210
    NONE   GENERAL SUPPORT 96,021
    THE INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DR BOSTON MA 02210
    BOSTON,MA02210
    NONE   GENERAL SUPPORT 15,000
    THE METROPOLITAN OPERA
    30 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE   GENERAL SUPPORT 5,500
    TRUE COLORS FUND
    311 WEST 43RD STREET 12TH FLOOR
    NEW YORK,NY10036
    NONE   GENERAL SUPPORT 7,500
    UNIVERSITY OF COLORADO
    1800 GRANT STREET SUITE 725
    DENVER,CO80203
    NONE   GENERAL SUPPORT 10,000
    WELLESLEY A BETTER CHANCE
    396 WASHINGTON ST BOX 221
    WELLESLEY,MA02481
    NONE   GENERAL SUPPORT 10,000
    WORLD CENTRAL KITCHEN
    200 MASSACHUSETTS AVE NW 7TH FLOOR
    WASHINGTON,DC20001
    NONE   GENERAL SUPPORT 10,000
    Total .................................bullet 3a 557,521
    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 1,386  
    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 ............
        18 268,966  
    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) .. 0 448,160 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    448,160
    (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.)
    2 THE ORGANIZATION'S PRIMARY ACTIVITY IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE TRUSTEE CHOOSES THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATION'S ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS OR SCHOLARSHIPS ARE MADE TO INDIVIDUALS. THE ORGANIZATION DOES NOT PRESENTLY RECEIVE APPLICATIONS OR CONDUCT PROGRAMS FOR DONATIONS IN ITS ACTIVITIES.
    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:
    MAURICE & CAROL FEINBERG FAMILY FOUNDATI
     
    FOUNDATION
    EIN:
    13-3746078
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 39,960 0   0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MAURICE & CAROL FEINBERG FAMILY FOUNDATI
     
    FOUNDATION
    EIN:
    13-3746078
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALLY FINANCIAL INC. CMN (ALLY) 97,236 97,236
    AMGEN INC. CMN (AMGN) 34,601 34,601
    APPLE INC. CMN (AAPL) 1,042,871 1,042,871
    CISCO SYSTEMS, INC. CMN (CSCO) 89,496 89,496
    META PLATFORMS INC CMN CLASS A (FB) 85,623 85,623
    MICROSOFT CORPORATION CMN (MSFT) 867,230 867,230
    ADOBE INC CMN (ADBE) 7,588 7,588
    AMERIPRISE FINANCIAL, INC. CMN (AMP) 7,967 7,967
    AMGEN INC. CMN (AMGN) 8,362 8,362
    ANSYS, INC. CMN (ANSS) 8,138 8,138
    ATOMS ENERGY CORPORATION (ATO) 8,466 8,466
    AUTODESK INC (ADSK) 6,462 6,462
    BLACKSTONE GROUP INC (BX) 6,316 6,316
    CAPITAL ONE FINANCIAL CORP CMN (COF) 7,124 7,124
    CINCINNATI FINANCIAL CRP CMN (CINF) 7,212 7,212
    COCA-COLA COMPANY (THE) CMN (KO) 7,878 7,878
    COMMERCE BANCSHARES, INC. CMN (CBSH) 5,169 5,169
    CONSTELLATION BRANDS INC CMN CLASS A (STZ) 6,691 6,691
    CORTEVA, INC. CMN (CTVA) 11,577 11,577
    COTERRA ENERGY INC CMN (CTRA) 7,843 7,843
    CULLEN FROST BANKERS INC CMN (CFR) 7,151 7,151
    DANAHER CORPORATION CMN (DHR) 10,116 10,116
    ECOLAB INC. CMN (ECL) 5,694 5,694
    GENERAL DYNAMICS CORP. CMN (GD) 6,057 6,057
    HONEYWELL INTL INC CMN (HON) 7,059 7,059
    LENNAR CORPORATION CMN CLASS A (LEN) 8,080 8,080
    LENNAR CORPORATION CMN CLASS B (LENB) 145 145
    MARTIN MARIETTA MATERIALS,INC CMN (MLM) 8,444 8,444
    MERCK & CO INC (MRK) 7,378 7,378
    MICROCHIP TECHNOLOGY INCORPORA CMN (MCHP) 9,383 9,383
    MICROSOFT CORPORATION CMN (MSFT) 13,047 13,047
    OSHKOSH CORPORATION CMN (OSK) 4,511 4,511
    PARKER-HANNIFIN CORP. CMN (PH) 8,408 8,408
    PAYPAL HOLDINGS, INC. CMN (PYPL) 2,431 2,431
    PHILLIPS 66 CMN (PSX) 5,579 5,579
    PNC FINANCIAL SERVICES GROUP, CMN (PNC) 6,899 6,899
    PROCTER & GAMBLE COMPANY (THE) CMN (PG) 7,458 7,458
    QUALCOMM INC CMN (QCOM) 8,143 8,143
    RPM INTERNATIONAL INC CMN (RPM) 7,668 7,668
    SYSCO CORPORATION (SYY) 6,142 6,142
    XCEL ENERGY INC (XEL) 8,005 8,005
    XYLEM INC. CMN (XYL) 7,210 7,210
    CROWN CASTLE INTL CORP CMN (CCI) 6,930 6,930
    EQUITY LIFESTYLE PROPERTIES, I CMN (ELS) 4,716 4,716
    ALCON, INC. CMN (ALC) 6,613 6,613
    COMPAGNIE GENERALE DES ETABLIS UNSPONSORED ADR CMN (MGDDY) 5,187 5,187
    MEDTRONIC PUBLIC LIMITED COMPA CMN (MDT) 5,059 5,059
    MITSUBISHI UFJ FINL GROUP, INC SPONSORED ADR CMN (MUFG) 3,997 3,997
    SONY GROUP CORPORATION SPONSORED ADR CMN (SONY) 8,224 8,224
    ALPHABET INC. CMN CLASS A (GOOGL) 8,180 8,180
    ALPHABET INC. CMN CLASS C (GOOG) 6,087 6,087
    AMAZON.COM INC CMN (AMZN) 13,902 13,902
    APPLE INC. CMN (AAPL) 29,902 29,902
    APTIV PLC CMN (APTV) 5,760 5,760
    ATLASSIAN CORP CMN (TEAM) 1,973 1,973
    BILL.COM HOLDINGS, INC. CMN (BILL) 2,890 2,890
    BIOMARIN PHARMACEUTICAL INC. CMN (BMRN) 3,938 3,938
    BOEING COMPANY CMN (BA) 3,756 3,756
    BOSTON SCIENTIFIC CORP. COMMON STOCK (BSX) 8,103 8,103
    DANAHER CORPORATION CMN (DHR) 4,921 4,921
    ELI LILLY & CO CMN (LLY) 9,674 9,674
    ETSY, INC. CMN (ETSY) 3,566 3,566
    HUMANA INC. CMN (HUM) 5,499 5,499
    INSULET CORPORATION CMN (PODD) 4,491 4,491
    INTUITIVE SURGICAL INC (ISRG) 4,867 4,867
    KLA CORP (KLAC) 5,522 5,522
    LULULEMON ATHLETICA INC. CMN (LULU) 5,324 5,324
    MARVELL TECHNOLOGY, INC. CMN (MRVL) 6,234 6,234
    MASTERCARD INCORPORATED CMN CLASS A (MA) 11,048 11,048
    MC DONALDS CORP CMN (MCD) 6,309 6,309
    MCCORMICK & CO NON VTG SHRS CMN (MKC) 7,581 7,581
    MICROSOFT CORPORATION CMN (MSFT) 29,163 29,163
    NIKE CLASS-B CMN CLASS B (NKE) 7,130 7,130
    NVIDIA CORPORATION CMN (NVDA) 14,049 14,049
    OLD DOMINION FREIGH LINE INC (ODFL) 4,539 4,539
    PAYPAL HOLDINGS, INC. CMN (PYPL) 3,450 3,450
    PROCTER & GAMBLE COMPANY (THE) CMN (PG) 5,817 5,817
    RH CMN (RH) 2,868 2,868
    ROSS STORES,INC CMN (ROST) 6,237 6,237
    SALESFORCE INC (CRM) 5,929 5,929
    SAREPTA THERAPEUTICS INC CMN (SRPT) 2,947 2,947
    SEAGEN INC. CMN (SGEN) 3,520 3,520
    SNAP INC. CMN CLASS A (SNAP) 3,052 3,052
    SNOWFLAKE INC. CMN CLASS A (SNOW) 3,144 3,144
    VEEVA SYSTEMS INC CMN (VEEV) 3,046 3,046
    AMERICAN TOWER CORPORATION CMN (AMT) 6,416 6,416
    ACCENTURE PLC CMN CLASS A (ACN) 7,523 7,523
    ARGENX SE SPONSORED ADR CMN (ARGX) 4,378 4,378
    LINDE PLC CMN (LIN) 5,047 5,047
    ENN ENERGY HOLDINGS LIMITED ADR CMN (XNGSY) 13,648 13,648
    XP INC CMN CLASS A (XP) 6,969 6,969
    ADYEN N.V. ADR CMN (ADYEY) 28,155 28,155
    AIA GROUP LIMITED SPONSORED ADR CMN SERIES (AAGIY) 37,613 37,613
    AIR LIQUIDE SA ADR CMN (AIQUY) 9,507 9,507
    ALCON, INC. CMN (ALC) 15,914 15,914
    ALFA LAVAL AB UNSPONSORED ADR CMN (ALFVY) 12,004 12,004
    ALLIANZ SE ADR CMN (ALIZY) 36,759 36,759
    AMBEV S.A. SPONSORED ADR CMN (ABEV) 11,892 11,892
    ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A (ATLKY) 33,332 33,332
    BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD 15,541 15,541
    BHP GROUP LTD SPONSORED ADR CMN (BHP) 29,076 29,076
    CANADIAN NATIONAL RAILWAY CO. CMN (CNI) 11,944 11,944
    CHUGAI PHARMACEUTICAL CO., LTD UNSPONSORED ADR CMN (CHGCY) 11,376 11,376
    CSPC PHARMACEUTICAL GROUP LIMI ADR CMN (CSPCY) 17,859 17,859
    DAIFUKU CO., LTD. ADR CMN (DFKCY) 8,287 8,287
    DASSAULT SYSTEMES SPONSORED ADR CMN (DASTY) 22,939 22,939
    DBS GROUP HOLDINGS SPONSORED ADR CMN (DBSDY) 40,035 40,035
    EPIROC AB ADR CMN (EPOKY) 17,583 17,583
    FANUC CORPORATION UNSPONSORED ADR CMN (FANUY) 6,042 6,042
    FOMENTO ECONOMICO MEXICANO SAB DE C.V. NEW SPONS ADR REPSTG UNIT 1 SER B SH 28,514 28,514
    HAIER SMART HOME CO LTD ADR CMN (HSHCY) 23,496 23,496
    HDFC BANK LIMITED SPONSORED ADR CMN (HDB) 13,267 13,267
    ICICI BANK LIMITED SPONS ADR (IBN) 23,862 23,862
    INFINEON TECHNOLOGIES AG - ADR SPONSORED ADR CMN 1 ADR 36,609 36,609
    KERING ADR CMN (PPRUY) 12,269 12,269
    KOMATSU LTD ADR (NEW) SPONSORED GDS CMN (KMTUY) 12,166 12,166
    KUBOTA CORP ADR ADR CMN (KUBTY) 11,638 11,638
    LOREAL CO (ADR) ADR CMN (LRLCY) 35,290 35,290
    LINDE PLC CMN (LIN) 13,796 13,796
    LONZA GROUP AG UNSPONSORED ADR CMN (LZAGY) 17,905 17,905
    MANULIFE FINANCIAL CORP CMN (MFC) 18,633 18,633
    NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) (NSRGY) 14,975 14,975
    NITORI HOLDINGS CO., LTD. ADR CMN (NCLTY) 9,783 9,783
    NOVOZYMES AS UNSPONSORED ADR CMN (NVZMY) 8,295 8,295
    P.T. TELEKOMUNIKASI INDONESIA ADS ( 1 ADS --> 40 ORD SHS) (TLK) 13,402 13,402
    PING AN INS GRP CO OF CHINA SPONSORED ADR CMN (PNGAY) 8,711 8,711
    PJSC LUKOIL 17,341 17,341
    RIO TINTO PLC SPONSORED ADR (RIO) 21,965 21,965
    ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184 (RHHBY) 27,824 27,824
    SAP SE (SPON ADR) (SAP) 20,844 20,844
    SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) SCHNEIDER ELECTRIC SE UNSPONS 27,035 27,035
    SHELL PLC SPONSORED ADR CMN (SHEL) 20,757 20,757
    SHIMANO INC. ADR CMN (SMNNY) 9,433 9,433
    SHIONOGI & CO., LTD. UNSPONSORED ADR CMN (SGIOY) 12,875 12,875
    SHISEIDO CO., LTD. SPONSORED ADR CMN (SSDOY) 9,725 9,725
    SONOVA HOLDING AG (THE) UNSPONSORED ADR CMN (SONVY) 9,601 9,601
    SYMRISE AG UNSPONSORED ADR CMN (SYIEY) 15,649 15,649
    SYSMEX CORPORATION ADR CMN (SSMXY) 9,478 9,478
    TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS (TSM) 25,890 25,890
    TENCENT HOLDINGS LIMITED UNSPONSORED ADR CMN ADD ADR REL 19358779 (TCEHY) 21,782 21,782
    UNICHARM CORP. SPONSORED ADR CMN (UNICY) 14,338 14,338
    WOODSIDE PETROLEUM SPONS ADR (NEW) (WDS) 4,212 4,212

    TY 2021 InvestmentsOtherSchedule2
    Name:
    MAURICE & CAROL FEINBERG FAMILY FOUNDATI
     
    FOUNDATION
    EIN:
    13-3746078
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SHERWIN-WILLIAMS CO CMN (SHW) AT COST 8,243 8,243

    TY 2021 OtherAssetsSchedule
    Name:
    MAURICE & CAROL FEINBERG FAMILY FOUNDATI
     
    FOUNDATION
    EIN:
    13-3746078
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    GS CORE FIXED INCOME FUND 466,548 401,795 401,795
    GS BOND FUND INSTITUTIONAL 475,748 359,563 359,563
    GS INFLATION PROTECTED SEC 151,872 125,243 125,243
    BARCLAYS CAPITAL HIGH YIELD 359,269 312,187 312,187
    GS HIGH YIELD FLOATING RATE FUND 0 1,206,152 1,206,152
    S&P 500 INDEX FUND 2,414,468 1,783,600 1,783,600
    RUSSELL 2000 INDEX FUND 137,447 118,043 118,043
    DOW JONES GLOBAL SELECT 67,208 54,004 54,004
    GS EMERGING MARKETS EQT FD 53,986 38,959 38,959


    TY 2021 OtherDecreasesSchedule
    Name:
    MAURICE & CAROL FEINBERG FAMILY FOUNDATI
     
    FOUNDATION
    EIN:
    13-3746078
    Description Amount
    CURRENT YEAR ADJ-RECLAIMABLE TAX 1,409
    CURRENT YEAR ADJ-INVESTMENTS IN MARKET 356,119
    UNREALIZED GAIN/LOSS 450,514
    STEP UP IN BASIS ADJUSTMENT 797,207


    TY 2021 OtherExpensesSchedule
    Name:
    MAURICE & CAROL FEINBERG FAMILY FOUNDATI
     
    FOUNDATION
    EIN:
    13-3746078
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 22,086 22,086   0
    NYS FILING FEE 750 0   0


    TY 2021 TaxesSchedule
    Name:
    MAURICE & CAROL FEINBERG FAMILY FOUNDATI
     
    FOUNDATION
    EIN:
    13-3746078
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 1,013 1,013   0
    FEDERAL EXCISE TAX 3,339 0   0