Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
CAROLINE & SIGMUND SCHOTT FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 391408
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02139
A Employer identification number

11-2856561
B Telephone number (see instructions)

(617) 499-9901
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$39,690,267J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 70 70  
4 Dividends and interest from securities... 783,050 783,050  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 356,574
b Gross sales price for all assets on line 6a 4,753,027
7 Capital gain net income (from Part IV, line 2)... 356,574
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 967,780 2,519,904  
12 Total. Add lines 1 through 11........ 2,107,474 3,659,598  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 62,036 0   62,036
15 Pension plans, employee benefits....... 16,217 0   16,217
16a Legal fees (attach schedule)......... Click to see attachment 2,135 0   2,135
b Accounting fees (attach schedule)....... Click to see attachment 98,614 0   98,614
c Other professional fees (attach schedule).... Click to see attachment 327,916 246,754   65,008
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,758 2,913   5,238
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,158 0   1,158
22 Printing and publications.......... 410 0   410
23 Other expenses (attach schedule)....... Click to see attachment 53,705 222,653   120,581
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 592,949 472,320   371,397
25 Contributions, gifts, grants paid....... 853,895 2,942,469
26 Total expenses and disbursements. Add lines 24 and 25 1,446,844 472,320   3,313,866
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 660,630
b Net investment income (if negative, enter -0-) 3,187,278
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,546,580 237,977 237,977
2 Savings and temporary cash investments......... 29,184 23,621 23,621
3 Accounts receivable bullet250,000
Less: allowance for doubtful accounts bullet     250,000 250,000
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.......... 1,696 1,929 1,929
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,453,785 Click to see attachment9,325,662 9,325,662
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).......... 34,362,594 Click to see attachment28,768,939 28,768,939
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,000 Click to see attachment1,082,139 Click to see attachment1,082,139
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,395,839 39,690,267 39,690,267
Liabilities 17 Accounts payable and accrued expenses.......... 132,484 65,601
18 Grants payable................. 3,649,574 1,561,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment52,900 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 3,834,958 1,626,601
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........... 45,560,881 38,063,666
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)..... 45,560,881 38,063,666
30 Total liabilities and net assets/fund balances (see instructions). 49,395,839 39,690,267
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
45,560,881
2
Enter amount from Part I, line 27a .....................
2
660,630
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
46,221,511
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,157,845
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
38,063,666
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 BNY MELLON - PUBLICLY TRADED SECURITIES      
b LORING WOLCOTT & COOLIDGE - PUBLICLY TRADED SECURITIES      
c PIMCO - PUBLIC TRADED SECURITIES      
d VANGUARD - INFLATION - PUBLIC TRADED SECURITIES      
e WALDEN - PUBLICLY TRADED SECURITIES      
OWL VENTURES, LP 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 821,371   869,162 -47,791
b 122,750   92,701 30,049
c 1,950,000   1,997,708 -47,708
d 250,000   254,075 -4,075
e 1,503,382   1,171,136 332,246
105,524   11,671 93,853
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -47,791
b       30,049
c       -47,708
d       -4,075
e       332,246
      93,853
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 2 356,574
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 44,303
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 44,303
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 68,354
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 68,354
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 24,051
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet24,051 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARGO BRATHWAITE Telephone no.bullet (617) 499-9901

    Located atbullet678 MASSACHUSETTS AVENUE 7TH FLCAMBRIDGEMA ZIP+4bullet02139
    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)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GREG JOBIN-LEEDS CHAIR/PRESIDENT/TREASURER
    6.00     		0 0 0
    C/O SCHOTT FUND PO BOX 391408
    CAMBRIDGE,MA02139
    MARIA JOBIN-LEEDS VICE-CHAIR/SECRETARY
    0.25     		0 0 0
    C/O SCHOTT FUND PO BOX 391408
    CAMBRIDGE,MA02139
    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
    THALIA CARROLL-CACHIMUEL COMMUNICATIONS ASSOC
    40.00     		62,036 16,217 0
    PO BOX 391408
    CAMBRIDGE,MA02139
    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
    CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISORY 146,187
    PO BOX 83232
    CHICAGO,IL606910232
    A & B CONSULTING LLC ACCOUNTING 59,794
    PO BOX 718
    MEDFORD,MA02155
    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
    42,955,490
    b
    Average of monthly cash balances.......................
    1b
    1,043,680
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,084,068
    d
    Total (add lines 1a, b, and c).........................
    1d
    45,083,238
    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
    45,083,238
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    676,249
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    44,406,989
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,220,349
    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
    2,220,349
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    44,303
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    44,303
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,176,046
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,176,046
    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
    2,176,046
    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 2,176,046
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,357,684
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,313,866
    a Applied to 2020, but not more than line 2a 1,357,684
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 1,956,182
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		219,864
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACTION ST LOUIS
    1041 N VANDEVENTER AVE
    ST LOUIS,MO63113     		N/A PC BUILD CAMPAIGNS THAT LEVERAGES ORGANIZING, COMMUNICATIONS, ADVOCACY AND DIRECT ACTION TO MITIGATE HARM AGAINST OUR COMMUNITY WHILE FIGHTING FOR LONG TERM TRANSFORMATION 1,000
    ADATH ISRAEL CONGREGATION
    1851 NORIEGA ST
    SAN FRANCISCO,CA94122     		N/A PC A MODERN ORTHODOX SYNAGOGUE WISHING TO PROVIDE OUR COMMUNITY WITH A WIDE VARIETY OF SERVICES FROM RELIGIOUS GATHERING TO COMMUNITY CELEBRATIONS, FOR ALL PHASES OF LIFE. 1,215
    AFCFP-COMBATANTS FOR PEACE
    545 TERESITA BLVD
    SAN FRANCISCO,CA94127     		N/A PC TO FINANCIALLY ASSIST THE COMBATANTS FOR PEACE (FOREIGN ENTITY) AS AN EDUCATIONAL AND FUNDRAISING ARM TO SUPPORT THEIR WORK. 1,000
    AGITARTE INC
    PO BOX 390164
    CAMBRIDGE,MA02139     		N/A PC NURTURE SOCIALLY CONSCIOUS ARTISTS 143,354
    ALLIANCE FOR EXCELLENT EDUCATION
    1201 CONNECTICUT AVENUE NW NO 901
    WASHINGTON,DC20036     		N/A PC TO IMPROVE EDUCATIONAL OUTCOMES OF HIGH SCHOOL STUDENTS AND PREPARE THEM FOR SUCCESS 10,000
    ALLIANCE FOR GLOBAL JUSTICE FBO NEVER AGAIN
    225 E 26TH STREET STE 1
    TUCSON,AZ85713     		N/A PC TO ACHIEVE SOCIAL CHANGE AND ECONOMIC JUSTICE BY HELPING TO BUILD A STRONGER AND MORE UNIFIED GRASSROOTS MOVEMENT. 4,000
    ALLIED MEDIA PROJECTS FBO INTELLIGENT MISCHIEF
    4126 THIRD STREET
    DETROIT,MI48201     		N/A PC TO SUPPORT THE GROWTH OF MEDIA-BASED ORGANIZING MODELS 500
    AMERICAN FRIENDS OF THE PARENTS CIRCLE FAMILIES FORUM
    4 E 95TH ST STE 5C
    NEW YORK,NY10128     		N/A PC TO SHARE THE HUMAN SIDE OF THE ISRAELI-PALESTINIAN CONFLICT WITH THE AMERICAN PUBLIC IN ORDER TO FOSTER A PEACE AND RECONCILIATION PROCESS. 2,000
    BEND THE ARC JEWISH PARTNERSHIP
    330 7TH AVENUE SUITE 1902
    NEW YORK,NY10001     		N/A PC TO DEEPLY ENGAGE JEWS IN SUSTAINED ACTION THAT MANIFESTS OUR TRADITION OF WORKING TO HEAL AND REPAIR THE WORLD AND TO CREATE A POWERFUL, WIDELY RECOGNIZED JEWISH VOICE CHAMPIONING EQUALITY AND JUSTICE FOR DISENFRANCHISED RESIDENTS OF OUR NATION. 15,000
    CAMBRIDGE COMMUNITY FOUNDATION
    99 BISHOP ALLEN DR
    CAMBRIDGE,MA02139     		N/A PC TO PROVIDE GRANTS TO SOCIAL SERVICE AGENCIES SERVING CAMBRIDGE AND TO SERVE AS A CIVIC LEADER. 1,000
    COMMON GOOD FINANCE FBO KIBILIO GRANT FOR REFUGE PURCHASE
    PO BOX 21
    ASHFIELD,MA01330     		N/A PC EDUCATING FOR INDIGENOUS LAND JUSTICE AND ECOLOGICAL BALANCE. 255,000
    COMMUNITY INITIATIVES FBO RADICAL MONARCH 6382
    1000 BROADWAY NO 480
    OAKLAND,CA94607     		N/A PC SPONSORS PROJECTS FOR THE BENEFIT OF COMMUNITIES IN SERVICE TO SOCIAL CHANGE. 2,400
    DELTA FOUNDATION INC
    819 MAIN STREET
    GREENVILLE,MS38701     		N/A PC TO SUPPORT THE CREATION OF BUSINESSES AND JOBS FOR ITS PRIMARY CONSTITUENTS, MINORITY AND ECONOMICALLY DISADVANTAGED RESIDENTS OF ITS TARGET AREAS. 15,000
    FJC - A FOUNDATION OF PHILANTHROPIC
    31 WEST 34TH STREET NO 8026
    NEW YORK,NY10001     		N/A PC TO MAXIMIZE THE IMPACT OF CHARITABLE DOLLARS: CREATE INNOVATIVE AND CUSTOMIZED SOLUTIONS; AND TO RESPOND TO THE NEEDS OF DONORS, NFP BORROWERS AND OTHER CHARITABLE AGENCIES. 10,000
    FRIENDS OF MATENWA INC
    91 ABERDEEN AVENUE
    CAMBRIDGE,MA02138     		N/A PC AID FOR SCHOOLS IN HAITI 500
    GRASSROOTS GLOBAL JUSTICE
    2000 14TH ST NW STE 104 73768
    WASHINGTON,DC20056     		N/A PC TO SUPPORT LOW INCOME GRASSROOTS COMMUNITIES TO PARTICIPATE IN GRASSROOTS GLOBAL ECONOMIC DEVELOPMENT THROUGH COMMUNITY LEADERSHIP, CULTURAL DEVELOPMENT, INSTRUCTION AND TRAINING 1,000
    GRASSROOTS INTERNATIONAL FBO PR COMMUNITY LAND TRUST
    179 BOYLSTON STREET
    BOSTON,MA02130     		N/A PC TO CREATE A JUST AND SUSTAINABLE WORLD BY ADVANCING THE HUMAN RIGHTS TO LAND, WATER AND FOOD THROUGH GLOBAL GRANTMAKING, BUILDING SOLIDARITY ACROSS ORGANIZATIONS AND MOVEMENTS, AND ADVOCACY IN THE UNITED STATES. 1,000,000
    HIGHLANDER RESEARCH AND EDUCATION CENTER
    1959 HIGHLANDER WAY
    NEW MARKET,TN37820     		N/A PC TO WORK WITH PEOPLE FIGHTING FOR JUSTICE, EQUALITY AND SUSTAINABILITY, SUPPORTING THIER EFFORTS TO TAKE COLLECTIVE ACTION TO SHAPE THEIR OWN DESTINY. 10,000
    HONOR THE EARTH
    607 MAIN AVE
    CALLAWAY,MN56521     		N/A PC TO CREATE AWARENESS & SUPPORT FOR NATIVE AMERICAN ENVIRONMENTAL ISSUES AND TO DEVELOP NEEDED FINANCIAL & POLITICAL RESOURCES FOR THE SURVIVAL OF SUSTAINABLE NATIVE COMMUNITIES 1,000
    HOUSE OF TULIP
    3816 BIENVILLE STREET
    NEW ORLEANS,LA70119     		N/A PC TO PROVIDE TRANS AND GENDER NONCONFORMING COMMUNITIES IN NEW ORLEANS, LOUISIANA WITH ECONOMIC STABILITY AND SAFETY THROUGH ZERO BARRIER, PERMANENT HOUSING AND PATHWAYS TO EDUCATION, HEALTHCARE, EMPLOYMENT, AND HOME OWNERSHIP. 500
    IF NOT NOW EDUCATION FUND
    PO BOX 26425
    WASHINGTON,DC20001     		N/A PC TO EFFECT CHANGE IN THE AMERICAN JEWISH COMMUNITY TOEND SUPPORT FOR THE OCCUPATION OF PALESTINE AND TO STAND FOR FREEDOM AND DIGNITY FOR ALLISRAELIS AND PALESTINIANS. 2,000
    INDIGENEOUS ENVIRONMENT NETWORK
    PO BOX 485
    BEMIDJI,MN56619     		N/A PC TO PROTECT THE SACREDNESS OF MOTHER EARTH FROM CONTAMINATION AND EXPLOITATION BY STRENGTHENING, MAINTAINING AND RESPECTING INDIGENOUS TEACHINGS AND NATURAL LAWS. 1,000
    J STREET EDUCATION FUND INC
    PO BOX 66073
    WASHINGTON,DC20035     		N/A PC TO PROVIDE EDUCATION WITH RESPECT TO THE NEED FOR BOLD AMERICAN LEADERSHIP TO HELP ACHIEVE A PEACEFUL, VIABLE AND JUST RESOLUTION TO THE PALESTINIAN-ISRAELI CONFLICT. 5,000
    JEWISH ALLIANCE FOR LAW AND SOCIAL ACTION
    11 BEACON ST SUITE 722
    BOSTON,MA02108     		N/A PC TO ENGAGING THE COMMUNITY IN PROMOTING CIVIL RIGHTS, PROTECTING CIVIL LIBERTIES AND ACHIEVING SOCIAL, ECONOMIC, ENVIRONMENTAL, AND RACIAL JUSTICE 3,500
    JEWS FOR RACIAL & ECONOMIC JUSTICE
    330 SEVENTH AVE
    NEW YORK,NY10001     		N/A PC TO PURSUED RACIAL AND ECONOMIC JUSTICE IN NEW YORK CITY BY ADVANCING SYSTEMIC CHANGES THAT RESULT IN CONCRETE IMPROVEMENTS IN PEOPLES EVERYDAY LIVES. 24,000
    JOIN FOR JUSTICE
    359 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116     		N/A PC BUILD A POWERFUL FIELD OF JEWISH LEADERS CAPABLE OF EFFECTIVELY ORGANIZING FOR JUISE, BOTH INSIDE AND OUTSIDE THE JEWISH COMMUNITIES IN THE UNITIED STATES 11,000
    JUBILEE GIFT GALAXY
    6655 MOORE DR
    OAKLAND,CA94611     		N/A PC TO FIND NEW WAYS FORWARD IN THIS TIME OF UPHEAVAL AND GREAT TRANSITION REQUIRES US TO INTENTIONALLY PROTECT WHAT IS PRECIOUS, SACRED, AND MOST BEAUTIFUL ABOUT OUR HUMANITY, IN JOYFUL RIGHT RELATIONS WITH THE EARTH AND WITH EACH OTHER 70,000
    KICHWA HATARI FBO RUNA KAWSAY
    C/O CHARLIE URUCHIMA 332 WEST 49TH
    STRRET APT 2FW
    NEW YORK,NY10019     		N/A PC TO SUPPORT CULTURAL/LINGUISTIC EMPOWERMENT AND GRASSROOTS SOCIAL ORGANIZING 3,500
    MORNINGSIDE CENTER FOR TEACHING SOCIAL RESPONSE
    475 RIVERSIDE DRIVE SUITE 550
    NEW YORK,NY10115     		N/A PC TO FACILITE TRANSFORMATIVE EXPERIENCES FOR MEMBERS OF THE SCHOOL COMMUNITY TO CO-CREATE JOYFUL, EQUITABLE, AND RIGOROUS LEARNING ENVIRONMENTS. 10,000
    MS FOUNDATION FOR WOMEN
    12 METROTECH CENTER NO 26 FL
    BROOKLYN,NY11201     		N/A PC TO BUILD WOMEN'S COLLECTIVE POWER IN THE U.S. TO ADVANCE EQUITY AND JUSTICE FOR ALL. 10,000
    NEIGHBOR TO NEIGHBOR
    1550 BLUE SPRUCE DRIVE
    FORT COLLINS,CO80524     		N/A PC TO EMPOWER PEOPLE AND PROMOTES HOUSING OPPORTUNITY THROUGH COUNSELING, EDUCATION, SUPPORTIVE SERVICES, COMMUNITY PARTNERSHIPS AND THE PROVISION OF MULTI-FAMILY AFFORDABLE HOUSING. 5,000
    NORTH SHORE CHILD & FAMILY GUIDANCE CENTER
    480 OLD WESTBURY ROAD
    ROSLYN HEIGHTS,NY11577     		N/A PC SUSTAIN TRIAGE, EMERGENCY AND HIGH RISK RESPONSE TO YOUNG CHILDREN 10,000
    NORTHEASTERN ILLINOIS UNIVERSITY FOUNDATION FBO TRUTH TELLING PROJECT
    5500 NORTH ST LOUIS AVENUE
    CHICAGO,IL60625     		N/A PC TO DEVELOP PRIVATE SUPPORT ON BEHALF OF THE UNIVERSITY. 25,000
    PEF ISRAEL ENDOWMENT FUND FBO STANDING TOGETHER LTD
    630 THIRD AVENUE15TH FLOOR
    NEW YORK,NY10017     		N/A PC TO PROVIDE RELIEF FOR, AND TO MINISTER TO THE PHYSICAL WELL-BEING OF NEEDY PERSONS IN ISRAEL; TO SUPPORT AND MAINTAIN PUBLIC HOSPITALS, CLINICS, TO RELIEVE SICKNESS AND DISTRESS, AND TO PREVENT PLAGUE AND DISEASE IN ISRAEL; TO SUPPORT AND MAINTAIN THE HEBREW UNIVERSITY AND OTHER EDUCATIONAL AND RELIGIOUS INSITUTIONS IN THE HOLY LAND AND TO PROMOTE SCIENTIFIC RESEARCH THEREIN 7,000
    PROTEUS FUND FBO JEWISH LIBERATION FUND
    15 RESEARCH DRIVE SUITE B
    AMHERST,MA01002     		N/A PC FULL-SERVICE PUBLIC FOUNDATION COMMITTED TO A MORE JUST, EQUITABLE, DEMOCRATIC, AND PEACEFUL WORLD 500
    REDWOOD JUSTICE FUND FBO PRISON RADIO
    PO BOX 411074
    SAN FRANCISCO,CA94141     		N/A PC TO PROMOTE POSITIVE ENVIRONMENTAL VALUES AND DEFEND HUMAN AND CIVIL RIGHTS SECURED BY LAW. 8,000
    RESIST INC
    42 SEAVERNS AVE
    JAMAICA PLAIN,MA02130     		N/A PC TO SUPPORT PEOPLE'S MOVEMENTS FOR JUICE AND LIBERATION 210,000
    RESOURCE IMPACT
    1341 G ST NW 5TH FLOOR
    WASHINGTON,DC20005     		N/A PC FOR AN EFFICIENT, COST-EFFECTIVE, AND TIME-SAVING PLATFORM TO SUPPORT, LAUNCH, AND OPERATE CHARITABLE PROJECTS. 10,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		N/A PC JUVENILE JUSTICE 20,000
    SUSTAINABLE MARKETS FOUNDATION FBO DEBT COLLECTIVE
    45 WEST 36TH STREET
    NEW YORK,NY10018     		N/A PC TO PROMOTE ENVIRONMENTAL PROTECTION, ENERGY EFFICIENCY, CONSUMER PROTECTION, HEALTH AND SAFETY, AND GOOD GOVERNMENT. 6,000
    THE INTERNATIONAL LEONARD PELTIER DEFENSE
    116 W OSBORNE AVE
    TAMPA,FL33603     		N/A PC FUNDS WOULD BE UTILIZED TO EXPAND THE LPDCS PROGRAMS TO DEVELOP AND CREATE AWARENESS ABOUT BOTH HISTORICAL ISSUES FACING INDIGENOUS PEOPLES, THE CASE OF LEONARD PELTIER AND OTHER NATIVE POWS, UTILIZING OUR PLATFORMS TO EDUCATE THE PUBLIC RELATING TO LEONARD PELTIER AND INDIGENOUS ISSUES WHILE ADVISING THAT ONLY THROUGH AWARENESS OF AND THE LEADERSHIP OF INDIGENOUS PEOPLES SHALL THERE BE ANY SUSTAINABILITY WITH MOTHER EARTH. 5,000
    THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION
    1250 HANCOCK STREET SUITE 803N
    QUINCY,MA02169     		N/A PC EDUCATION EXCELLENCE 1,000,000
    T'RUAH
    266 WEST 37TH STREET SUITE 803
    NEW YORK,NY10018     		N/A PC TO BRING A MORAL VOICE TO THE MOST PRESSING ISSUES OF OUR TIME. 1,000
    UNITED HOUMA NATION
    20986 HWY 1
    GOLDEN MEADOW,LA70357     		N/A PC TO PROVIDE VOCATIONAL REHABILITATION SERVICES TO DISABLED TRIBAL MEMBERS, PROVIDE TRIBAL EDUCATION AND ASSISTANCE, PROVIDE DISASTER RELIEF AND PROMOTE TRIBAL IDENTITY AND UNITY. 500
    WILDCARE
    76 ALBERT PARK LANE
    SAN RAFAEL,CA94901     		N/A PC PROTECTION OF WILDLIFE 20,000
    Total .................................bullet 3a 2,942,469
    bApproved for future payment
    ALLIANCE FOR GLOBAL JUSTICE FBO NEVER AGAIN
    225 E 26TH STREET STE 1
    TUCSON,AZ85713     		N/A PC TO ACHIEVE SOCIAL CHANGE AND ECONOMIC JUSTICE BY HELPING TO BUILD A STRONGER AND MORE UNIFIED GRASSROOTS MOVEMENT. 4,000
    AMERICAN FRIENDS OF THE PARENTS CIRCLE FAMILIES FORUM
    4 E 95TH ST STE 5C
    NEW YORK,NY10128     		N/A PC TO SHARE THE HUMAN SIDE OF THE ISRAELI-PALESTINIAN CONFLICT WITH THE AMERICAN PUBLIC IN ORDER TO FOSTER A PEACE AND RECONCILIATION PROCESS. 2,000
    THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION
    1250 HANCOCK STREET SUITE 803N
    QUINCY,MA02169     		N/A PC EDUCATION EXCELLENCE 1,550,000
    UNION FOR REFORM JUDAISM
    633 3RD AVE FL 7
    NEW YORK CITY,NY10017     		N/A PC TO CREATES, CONNECTS, AND INSPIRES DIVERSE CONGREGATIONS, CAMPS, AND OTHER JEWISH COMMUNITIES TO PURSUE OUR VISION. 5,000
    Total .................................bullet 3b 1,561,000
    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 70  
    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 ............     		    18 356,574  
    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 2,107,474 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,107,474
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 98,614 0   98,614

    TY 2021 GeneralExplanationAttachment
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Identifier Return Reference Explanation
    RECONCILIATION OF FORM 990, PAGE 1, LINE 25, COLUMNS A AND D FORM 990-PF, PART I, LINE 25, COLUMN D - CONTRIBUTIONS - CASH BASIS CONTRIBUTIONS, LINE 25, COLUMN A853,895ADD: PRIOR YEAR ACCRUED CONTRIBUTIONS PAID IN CURRENT YEAR3,649,574LESS: ACCRUED CONTRIBUTIONS IN CURRENT YEAR(1,561,000)CONTRIBUTIONS, LINE 25, COLUMN D2,942,469

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LORING WOLCOTT & COOLIDGE 1,577,028 1,577,028
    BNY MELLON 6,695,296 6,695,296
    BAILLE GIFFORD 1,053,338 1,053,338

    TY 2021 InvestmentsOtherSchedule2
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CRA QUALIFIED INVESTMENT FUND FMV 3,479,378 3,479,378
    ECOSYSTEM INVESTMENT PARTNERS III LP FMV 57,288 57,288
    GENERATION IM GLOBAL EQUITY FMV 5,044,821 5,044,821
    GMO FORESTRY FUND FMV 9,936 9,936
    GREENSPRING IMPACT I FMV 1,107,867 1,107,867
    ILLUMEN CAPITAL FMV 590,048 590,048
    LYME FOREST FUND III TE LP FMV 299,192 299,192
    LYME FOREST FUND IV TE LP FMV 385,252 385,252
    OWL VENTURES LP FMV 481,118 481,118
    PIMCO TOTAL RETURN FUND III FMV 5,181,232 5,181,232
    VANGUARD INFLATION PROTECTED SECURITIES FUND FMV 3,187,208 3,187,208
    VANGUARD IT TREASURY INDEX ADMIRAL FUND FMV 4,178,829 4,178,829
    WALDEN SMALL CAP INNOVATIONS FUND FMV 1,939,404 1,939,404
    CLEAN GROWTH FUND V FMV 1,080,893 1,080,893
    RETHINK II IMPACT FMV 139,062 139,062
    FEMALE FOUNDERS III FMV 201,530 201,530
    BASE10 FMV 423,442 423,442
    BRONZE VENTURE FMV 854,422 854,422
    KAPOR CAPITAL FMV 128,017 128,017

    TY 2021 LegalFeesSchedule
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,135 0   2,135


    TY 2021 OtherAssetsSchedule
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSITS 2,000 0 0
    DUE FROM BROKER 0 1,062,239 1,062,239
    PREPAOD FEDERAL EXCISE TAX 0 19,900 19,900


    TY 2021 OtherDecreasesSchedule
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Description Amount
    UNREALIZED LOSS ON MARKETABLE SECURITIES 8,157,845


    TY 2021 OtherExpensesSchedule
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 2,064 0   2,064
    PROFESSIONAL DEVELOPMENT 36,612 0   36,612
    POSTAGE & DELIVERY 1,163 0   1,163
    LICENSES & FEES 1,061 0   1,061
    BANK CHARGES 1 0   1
    OFFICE EXPENSE 5,079 0   5,079
    OFFICE SUPPLIES 865 0   865
    INSURANCE 6,860 0   6,860
    DEDUCTIONS RELATED TO PORTFOLIO INCOME 0 222,653   0
    ACCRUAL TO CASH ADJUSTMENT 0 0   66,876


    TY 2021 OtherIncomeSchedule2
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 3,781 3,781 3,781
    PRIVATE EQUITY FUND 895,635 895,635 895,635
    MISCELLANEOUS INCOME 15,464 15,464 15,464
    CLEAN GROWTH FUND V, LP 0 49,565 0
    ECOSYSTEM INVESTMENT PARTNERS III LP 0 -2,156 0
    GENERATION IM GLOBAL EQUITY FUND, LLC 0 1,346,115 0
    STEPSTONE VC IMPACT I, LP 0 -1,666 0
    OWL VENTURES, LP 0 180,260 0
    THE LYME FOREST FUND III TE, LP 0 10,247 0
    THE LYME FOREST FUND IV TE, LP 0 17,542 0
    TRG FORESTRY FUND 8-B LP 0 -434 0
    ILLUMEN CAPITAL LP 0 4,532 0
    RETHINK IMPACT II, LP 0 450 0
    BRONZE VENTURE FUND II, LP 0 569 0
    FEDERAL EXCISE TAX 52,900 0 52,900


    TY 2021 OtherLiabilitiesSchedule
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 52,900 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 65,008 0   65,008
    INVESTMENT ADVISOR FEES 246,754 246,754   0
    MANAGEMENT CONSULTANT 16,154 0   0


    TY 2021 TaxesSchedule
    Name:
    CAROLINE & SIGMUND SCHOTT FUND
    EIN:
    11-2856561
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 25,100 0   0
    FOREIGN TAX WITHHELD 420 420   0
    FOREIGN TAXES RELATED TO PASSTHROUGHS 0 2,493   0
    PAYROLL TAXES 5,238 0   5,238