Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
CARSON FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)650 MADISON AVENUE 26TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

13-6957038
B Telephone number (see instructions)

(212) 899-5983
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$518,176,637J Accounting method:
MODIFIED CASH
(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) 46,939,906
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,662 6,662  
4 Dividends and interest from securities... 1,846,240 1,846,240  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 82,979,112
b Gross sales price for all assets on line 6a 91,131,648
7 Capital gain net income (from Part IV, line 2)... 78,427,868
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -4,161,043 -4,698,381  
12 Total. Add lines 1 through 11........ 127,610,877 75,582,389  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 835,229 299,784   535,445
14 Other employee salaries and wages...... 197,623 19,762   177,861
15 Pension plans, employee benefits....... 298,962 74,741   224,221
16a Legal fees (attach schedule)......... Click to see attachment 20,686 0   20,686
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 2,564,823 2,591,983   2,840
17 Interest............... 540,477 540,477   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 656,512 6,512   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 563,780 187,739   376,041
21 Travel, conferences, and meetings....... 23,490 2,349   21,141
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 152,717 33,468   119,249
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,854,299 3,756,815   1,477,484
25 Contributions, gifts, grants paid....... 62,207,870 62,207,870
26 Total expenses and disbursements. Add lines 24 and 25 68,062,169 3,756,815   63,685,354
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 59,548,708
b Net investment income (if negative, enter -0-) 71,825,574
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............. 1,791,415 1,797,898 1,797,898
2 Savings and temporary cash investments......... 126,461,403 76,814,219 76,814,219
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)....... 27,175,138 Click to see attachment58,156,881 58,156,881
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).......... 146,930,012 Click to see attachment209,191,756 381,407,639
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 302,357,968 345,960,754 518,176,637
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) Click to see attachment16,866,000 Click to see attachment9,195,500
23 Total liabilities (add lines 17 through 22)......... 16,866,000 9,195,500
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........... 285,491,968 336,765,254
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)..... 285,491,968 336,765,254
30 Total liabilities and net assets/fund balances (see instructions). 302,357,968 345,960,754
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
285,491,968
2
Enter amount from Part I, line 27a .....................
2
59,548,708
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
16,646,544
4
Add lines 1, 2, and 3 ..........................
4
361,687,220
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
24,921,966
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
336,765,254
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 CASDIN PARTNERS THRU K1 P    
b ACCOLADE II THRU K1 P    
c ACCOLADE II THRU K1 P    
d ACCOLADE III THRU K1 P    
e ACCOLADE III THRU K1 P    
ACCOLADE IV THRU K-1 P    
ACCOLADE V THRU K-1 P    
ACCOLADE VI THRU K-1 P    
ACCOLADE VII THRU K-1 P    
ACCOLADE VIII THRU K-1 P    
ACCOLADE GROWTH I THRU K-1 P    
ECP THRU K-1 P    
ECP II THRU K-1 P    
ECP III THRU K-1 P    
ECP IV THRU K-1 P    
ECP V THRU K-1 P    
THACKERY IV THRU K-1 P    
THACKERY V THRU K-1 P    
THACKERY II THRU K-1 P    
THACKERY III THRU K-1 P    
THACKERY III THRU K-1 P    
WCAS XI ASSOC THRU K-1 P    
WCAS XI - AIM THRU K-1 P    
WCAS XI - AIM THRU K-1 P    
WCAS XI- GP USA THRU K-1 P    
WCAS XI CO THRU K-1 P    
GCP I THRU K-1 P    
WCAS XII THRU K-1 P    
WHALE ROCK THRU K-1 P    
HARLEM CAPITAL I THRU K-1 P    
DRIFTWOOD ACQ THRU K-1 P    
DRIFTWOOD LENDING THRU K-1 P    
DAP PLAZA THRU K-1 P    
TWO SIGMA THRU K-1 P    
PUBLICLY TRADED SECURITIES P    
ON SECURITIES DONATED D    
RCH ENERGY MLP SWAP FUND THRU K-1 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     194 -194
b 9,712     9,712
c 531,616   76,974 454,642
d 2,727     2,727
e 6,771,851   2,719,766 4,052,085
1,028,777   416,042 612,735
1,856,808   84,297 1,772,511
1,500,840     1,500,840
350,245     350,245
36,176     36,176
335,638     335,638
6,326     6,326
    737 -737
4,868,616     4,868,616
557,149     557,149
54,080     54,080
1,409,230     1,409,230
110,341     110,341
75,984     75,984
    8,432 -8,432
    239,665 -239,665
2,837,609     2,837,609
    23,245 -23,245
    3,326 -3,326
117,218     117,218
6,045,994     6,045,994
    682 -682
7,517,709     7,517,709
20,955,773     20,955,773
    9,617 -9,617
194,782     194,782
    12,888 -12,888
583,499     583,499
4,042     4,042
27,997,915   7,853,750 20,144,165
1,254,165   1,254,165 0
4,116,826     4,116,826
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       -194
b       9,712
c       454,642
d       2,727
e       4,052,085
      612,735
      1,772,511
      1,500,840
      350,245
      36,176
      335,638
      6,326
      -737
      4,868,616
      557,149
      54,080
      1,409,230
      110,341
      75,984
      -8,432
      -239,665
      2,837,609
      -23,245
      -3,326
      117,218
      6,045,994
      -682
      7,517,709
      20,955,773
      -9,617
      194,782
      -12,888
      583,499
      4,042
      20,144,165
      0
      4,116,826
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 78,427,868
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........................... 3 998,375
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- ..... 5 998,375
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 368,940
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 500,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 868,940
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 129,435
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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 ofbulletThe Organization Telephone no.bullet (212) 899-5983

    Located atbullet650 MADISON AVENUE 26TH FLOORNEW YORKNY ZIP+4bullet10022
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (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
    EDWARD S CARSON CO-TRUSTEE
    15.00     		77,083 4,479 0
    C/O ORGANIZATION 650 MADISON AVENUE
    NEW YORK,NY10022
    JUDITH CARSON CO TRUSTEE
    15.00     		0 0 0
    C/O ORGANIZATION 650 MADISON AVENUE
    NEW YORK,NY10022
    RUSSELL CARSON CO TRUSTEE
    20.00     		0 0 0
    C/O ORGANIZATION 650 MADISON AVENUE
    NEW YORK,NY10022
    CECILY CARSON CO TRUSTEE
    40.00     		358,434 66,000 0
    C/O ORGANIZATION 650 MADISON AVENUE
    NEW YORK,NY10022
    AMY STEVENS EXECUTIVE VICE PRESIDENT
    40.00     		399,712 80,000 0
    C/O ORGANIZATION 650 MADISON AVENUE
    NEW YORK,NY10022
    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
    DOROTHY ROBERTS ADMIN
    40.00     		197,623 49,000 0
    650 MADISON AVENUE
    NEW YORK,NY10022
    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
    DRIFTWOOD PARTNERS INVESTMENTS 607,728
    255 ALHAMBRA CIRCLE
    CORAL GABLES,FL33134
    CASDIN PARTNERS INVESTMENTS 559,416
    1350 AVE OF THE AMERICAS
    NEW YORK,NY10019
    GROWTH CATALYST PARTNERS INVESTMENTS 526,823
    318 W ADAMS STREET
    CHICAGO,IL60606
    EMERGENCE CAPITAL INVESTMENTS 455,621
    160 BOVET ROAD
    SAN MATEO,CA94402
    ACCOLADE PARTNERS INVESTMENTS 217,096
    2001 M STREET NW
    WASHINGTON,DC20036
    Total number of others receiving over $50,000 for professional services.............bullet1
    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
    103,432,468
    b
    Average of monthly cash balances.......................
    1b
    302,237,085
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    405,669,553
    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
    405,669,553
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    6,085,043
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    399,584,510
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    19,979,226
    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
    19,979,226
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    998,375
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    998,375
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    18,980,851
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    18,980,851
    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
    18,980,851
    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 18,980,851
    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...... 33,011,263
    b From 2017...... 40,731,457
    c From 2018...... 40,992,943
    d From 2019...... 39,550,500
    e From 2020...... 51,399,530
    f Total of lines 3a through e ........ 205,685,693
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 63,685,354
    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..... 18,980,851
    e Remaining amount distributed out of corpus 44,704,503
    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 5 250,390,196
    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) ...     		33,011,263
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		217,378,933
    10 Analysis of line 9:
    a Excess from 2017.... 40,731,457
    b Excess from 2018.... 40,992,943
    c Excess from 2019.... 39,550,500
    d Excess from 2020.... 51,399,530
    e Excess from 2021.... 44,704,503
    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
    Achievement First
    335 Adams Street
    Brooklyn,NY11201     		  Public Charity NYC Operations and Expansion 350,000
    Adrienne Arsht Center Foundation Inc
    1300 Biscayne Blvd
    Miami,FL33132     		  Public Charity Operating Support 50,000
    America Needs You
    260 West 39th Street Suite 701
    NY,NY10018     		  Public Charity NY Operations 50,000
    American Museum of Natural History
    200 Central Park West
    NY,NY10024     		  Public Charity general operating support 100,000
    American Red Cross- Greater New York Region
    520 West 49th Street
    NY,NY10019     		  Public Charity Operating Support 100,000
    Association to Benefit Children
    419 East 86th Street
    NY,NY10028     		  Public Charity year-end gift 25,000
    Bard Prison Initiative
    Bard College - PO Box 5000
    Annandaleon Hudson,NY12504     		  Public Charity Final three payments to be designated to the Endowment Campaign 200,000
    Beginning with Children Foundation
    185 Broadway 2nd FL
    Brooklyn,NY11211     		  Public Charity 30th Anniversary and HS Expansion 60,000
    Beginning with Children Foundation
    185 Broadway 2nd FL
    Brooklyn,NY11211     		  Public Charity New York Operations 100,000
    Berkshire Taconic Community Foundation
    800 North Main Street PO Box 400
    Sheffield,MA01257     		  Public Charity Matching Grant to supplement NED Covid Emergency Response Fund 50,000
    Berkshire Taconic Community Foundation
    800 North Main Street PO Box 400
    Sheffield,MA01257     		  Public Charity Matching grant for Covid-19 Cash Cards 17,600
    Berkshire Taconic Community Foundation
    800 North Main Street PO Box 400
    Sheffield,MA01257     		  Public Charity Mobile Case Management: Client Advocates 181,700
    Braven
    171 North Aberdeen Street Suite 400
    Chicago,IL60607     		  Public Charity NYC Lehman Operations: Will increase another $100k if they add a new site 100,000
    Breaking Ground HDFC
    505 Eight Avenue 5th FL
    NY,NY10018     		  Public Charity Operating Support 250,000
    Breaking Ground HDFC
    505 Eight Avenue 5th FL
    NY,NY10018     		  Public Charity The Paramount as Transitional and Supportive housing 2,000,000
    Brooklyn Botanic Garden
    1000 Washington Avenue
    Brooklyn,NY11225     		  Public Charity Operating Support 100,000
    Brooklyn Botanic Garden
    1000 Washington Avenue
    Brooklyn,NY11225     		  Public Charity year-end gift 10,000
    Brooklyn Children's Museum
    145 Brooklyn Avenue
    Brooklyn,NY11213     		  Public Charity Operating Support 50,000
    Brooklyn Community Bail Fund
    195 Montague Street 14th Floor
    Brooklyn,NY11201     		  Public Charity Unrestricted operating support 500,000
    Brooklyn Public Library
    10 Grand Army Plaza
    Brooklyn,NY11238     		  Public Charity Operating Expenses 150,000
    Brooklyn Public Library
    10 Grand Army Plaza
    Brooklyn,NY11238     		  Public Charity year-end gift 25,000
    Cancer Research Institute
    One Exchange Plaza
    NY,NY10006     		  Public Charity Support of CRI-Carson Family Fellows 117,000
    Cancer Research Institute
    One Exchange Plaza
    NY,NY10006     		  Public Charity Carson Family Fellow: Alice Cho at RU 58,500
    Cary Institute of Ecosystem Studies
    2801 Sharon Turnpike PO Box AB
    Millbrook,NY12545     		  Public Charity Operating Support 25,000
    Center for Employment Opportunities
    50 Broadway Suite 1604
    NY,NY10004     		  Public Charity NY Operating Support 250,000
    Central Park Conservancy
    14 East 60th Street 8th Floor
    NY,NY10022     		  Public Charity Harlem Meer Project: North End of Central Park Paid by stock transfer 2,124,800
    Central Park Conservancy
    14 East 60th Street 8th Floor
    NY,NY10022     		  Public Charity Harlem Meer Project: North End of Central Park: Overpayment crdited to 2022 279,200
    Central Park Conservancy
    14 East 60th Street 8th Floor
    NY,NY10022     		  Public Charity six-year pledge to the Woodlands and the Institute for Urban Parks 500,000
    Central Park Conservancy
    14 East 60th Street 8th Floor
    NY,NY10022     		  Public Charity Essential Central Park Fund 250,000
    Central Park Conservancy
    14 East 60th Street 8th Floor
    NY,NY10022     		  Public Charity year-end gift 50,000
    Central Queens Academy Charter School
    55-30 Junction Blvd
    Elmhurst,NY11373     		  Public Charity Operating Support 50,000
    Citizen Schools Inc
    308 Congress Street 5th Floor
    Boston,MA02210     		  Public Charity NY operations 25,000
    Cold Spring Harbor Laboratory
    1 Bungtown Road
    Cold Spring Harbor,NY11724     		  Public Charity DNA Learning Center 100,000
    Collegiate School Inc
    301 Freedom Place South
    NY,NY10069     		  Public Charity year-end gift 10,000
    Columbia Business School
    33 West 60th Street 7th FL
    NY,NY10023     		  Public Charity Programs for Social Enterprise in EE 50,000
    Columbia Business School
    33 West 60th Street 7th FL
    NY,NY10023     		  Public Charity Capital Campaign 4,000,000
    Columbia Business School
    33 West 60th Street 7th FL
    NY,NY10023     		  Public Charity Glenn Hubbard Scholarship Fund 100,000
    Columbia Business School
    33 West 60th Street 7th FL
    NY,NY10023     		  Public Charity 2021 Program for Social Enterprise Executive Education 50,000
    Columbia Business School
    33 West 60th Street 7th FL
    NY,NY10023     		  Public Charity Year-end Gift 50,000
    Community Help in Park Slope (CHiPS)
    200 Fourth Street
    Brooklyn,NY11217     		  Public Charity Unrestricted operating support 50,000
    Convent of the Sacred Heart
    1 East 91st Street
    NY,NY10128     		  Public Charity year-end gift 10,000
    Cooperate Inc
    330 West 38th Street 1503
    NY,NY10018     		  Public Charity COOP Careers NYC Operations 300,000
    Cornell University
    Box 37334
    Boone,IA50037     		  Public Charity year-end gift 15,000
    Cristo Rey Brooklyn High School
    710 E 37th Street
    Brooklyn,NY11203     		  Public Charity Capital Campaign 200,000
    Cristo Rey Miami High School
    6510 Riviera Drive
    Coral Gables,FL33146     		  Public Charity Cristo Rey Miami Start up 100,000
    Cristo Rey New York High School
    112 East 106th Street
    NY,NY10029     		  Public Charity Support of College Placement and Guidance 100,000
    Dartmouth College
    6010 Parkhurst Hall Suite 204
    Hanover,NH03755     		  Public Charity Rosenwald Fellows 500,000
    Dartmouth College
    6010 Parkhurst Hall Suite 204
    Hanover,NH03755     		  Public Charity to address the College's priorities at the discretion of the President of Dartmouth College 1,000,000
    Dartmouth College
    6010 Parkhurst Hall Suite 204
    Hanover,NH03755     		  Public Charity Year-end gift 100,000
    Dutchess Land Conservancy
    PO Box 138
    Millbrook,NY12545     		  Public Charity year-end gift 25,000
    East Harlem School at Exodus House
    309 East 103rd Street
    NY,NY10029     		  Public Charity Unrestricted support 100,000
    Educators 4 Excellence
    80 Pine Street 28th FL
    NY,NY10005     		  Public Charity NYC Operations 150,000
    Equal Justice Initiative
    122 Commerce Street
    Montgomery,AL36104     		  Public Charity General Operating Support 250,000
    Equity for Children
    66 West 12th Street 8th Floor
    New York,NY10011     		  Public Charity Operating Support 25,000
    Equity Project Charter School
    153 Sherman Avenue
    NY,NY10034     		  Public Charity Operating Support 25,000
    Exalt Youth
    175 Remsen Street Suite 1000
    Brooklyn,NY11201     		  Public Charity Five $5k Scholarships 25,000
    Exalt Youth
    175 Remsen Street Suite 1000
    Brooklyn,NY11201     		  Public Charity Expansion plans 150,000
    Exalt Youth
    175 Remsen Street Suite 1000
    Brooklyn,NY11201     		  Public Charity year-end gift 50,000
    Excellence Community Schools Inc
    1960 Benedict Avenue
    Bronx,NY10462     		  Public Charity NYC Operating support 250,000
    Fisher House Foundation Inc
    12300 Twinbrook Parkway Suite 410
    Rockville,MD20852     		  Public Charity Bronx Fisher House 100,000
    FreeWorld
    1043 Garland Avenue Unit C 950
    San Jose,CA95126     		  Public Charity Operating Support 100,000
    Friends of the High Line Inc
    820 Washington Street
    NY,NY10014     		  Public Charity Covid Relief 100,000
    Goddard Riverside Community Center
    593 Columbus Avenue
    NY,NY10024     		  Public Charity Operating Support 250,000
    Gotham Gives
    397 West 12th Street
    NY,NY10014     		  Public Charity Computer Science For All 200,000
    Governors Island Corporation
    10 South Street Slip 7
    NY,NY10004     		  Public Charity 2021 Friends of Governors Island Gala 25,000
    Graham Windham
    One Pierrepont Plaza Suite 901
    Brooklyn,NY10003     		  Public Charity Legacy Campaign 100,000
    Greenlight Fund
    120 Saint James Ave 6th FL
    Boston,MA02116     		  Public Charity Expansion 62,500
    Harlem Children's Zone
    35 East 125th Street
    NY,NY10035     		  Public Charity Operating Support 500,000
    Hospital for Special Surgery
    1233 Second Avenue 3rd Fl Developme
    t
    NY,NY10065     		  Public Charity Support of Dr. Laura Donlin Research 200,000
    Immigrant Defense Project
    40 West 39th Street 5th FL
    NY,NY10018     		  Public Charity Unrestricted support in NYC 150,000
    Innisfree Garden
    PO Box 970
    Millbrook,NY12545     		  Public Charity Operating support 50,000
    International Rescue Committee Inc
    122 East 42nd Street
    NY,NY10168     		  Public Charity Virtual 2021 Global Rescue Dinner honoring Bryan Stevenson 100,000
    International Rescue Committee Inc
    122 East 42nd Street
    NY,NY10168     		  Public Charity Afganistan Relief Fund 250,000
    International Rescue Committee Inc
    122 East 42nd Street
    NY,NY10168     		  Public Charity Unrestricted Operating Support 500,000
    Justice Innovation Inc
    520 Eighth Avenue
    NY,NY10018     		  Public Charity One time costs for 501(c)3 transition 350,000
    Kenyon College
    106 College Park St Ransom Hall
    Gambier,OH43022     		  Public Charity to be used to provide financial aid to deserving students 125,000
    Kenyon College
    106 College Park St Ransom Hall
    Gambier,OH43022     		  Public Charity year end gift 15,000
    Kessler Foundation
    120 Eagle Rock Avenue Suite 100
    East Hanover,NJ07936     		  Public Charity Center for Spinal Stimulation 50,000
    KIPP New York
    1501 Broadway Suite 1000
    NY,NY10036     		  Public Charity NY Next General Growth Campaign 125,000
    KIPP New York
    1501 Broadway Suite 1000
    NY,NY10036     		  Public Charity New York Operations 500,000
    Lincoln Center for the Performing Arts
    70 Lincoln Center Plaza
    NY,NY10023     		  Public Charity David Geffen Hall 1,000,000
    Lincoln Center for the Performing Arts
    70 Lincoln Center Plaza
    NY,NY10023     		  Public Charity Etienne Charles commission at Geffen Hall 200,000
    Little Sisters of The Assumption Family Health Service
    333 East 115th Street
    NY,NY10029     		  Public Charity Unrestricted gift 100,000
    Make The Road New York
    301 Grove Street
    Brooklyn,NY11237     		  Public Charity Operational Support 100,000
    Make The Road New York
    301 Grove Street
    Brooklyn,NY11237     		  Public Charity Here To Stay Capital Campaign 500,000
    Marymount Manhattan College
    221 East 71st Street
    NY,NY10021     		  Public Charity Support of annual benefit in honor of Jim Dow and Lucille Zanghi 100,000
    Marymount Manhattan College
    221 East 71st Street
    NY,NY10021     		  Public Charity Judith Mara Carson Center for Visual Arts 1,500,000
    Marymount Manhattan College
    221 East 71st Street
    NY,NY10021     		  Public Charity Unrestricted Scholarship Fund 2,000,000
    Marymount Manhattan College
    221 East 71st Street
    NY,NY10021     		  Public Charity Judith Mara Carson Center for Visual Arts 2,800,000
    Marymount Manhattan College
    221 East 71st Street
    NY,NY10021     		  Public Charity Judith Mara Carson Center for Visual Arts 1,200,000
    Marymount Manhattan College
    221 East 71st Street
    NY,NY10021     		  Public Charity year-end gift 50,000
    Melanoma Research Alliance Foundation
    730 15th Street NW
    Washington,DC20005     		  Public Charity Operating Support 75,000
    Memorial Sloan-Kettering Cancer Center
    885 Second Avenue 8th FL
    NY,NY10017     		  Public Charity Presidential Innovation Fund 750,000
    Metropolitan Museum of Art
    1000 Fifth Avenue
    NY,NY10028     		  Public Charity toward the renovation if the AAOA galleries. 500,000
    Metropolitan Museum of Art
    1000 Fifth Avenue
    NY,NY10028     		  Public Charity For Education Program 50,000
    Metropolitan Opera Association
    30 Lincoln Center Plaza
    NY,NY10023     		  Public Charity general operating support 100,000
    Miami Music Project
    2000 S Dixie Hwy Suite 100B
    Miami,FL33133     		  Public Charity General Operating 25,000
    Museum of Arts and Design
    2 Columbus Circle
    NY,NY10019     		  Public Charity year-end gift 50,000
    National College Advising Corps Inc
    301 W Barbee Chapel Road Suite 210
    Chapel Hill,NC27517     		  Public Charity Growth of NY program to get to 100 advisors 200,000
    National College Advising Corps Inc
    301 W Barbee Chapel Road Suite 210
    Chapel Hill,NC27517     		  Public Charity Push for 100 College Advisors in NYC 100,000
    National September 11 Memorial and Museum at the World Trade Center
    200 Liberty Street 16th Floor
    NY,NY10281     		  Public Charity year-end gift 75,000
    Neighborhood Coalition for Shelter
    50 Broadway Suite 1301
    NY,NY10004     		  Public Charity General Operating Support 150,000
    Neighborhood Trust
    530 West 166th Street 4th FL
    NY,NY10032     		  Public Charity Operating Support 250,000
    New Classrooms
    1250 Broadway
    NY,NY10001     		  Public Charity Campaign: Math as a Driver of Educational Equity 500,000
    New York Academy of Sciences
    250 Greenwich Street 40th FL
    NY,NY10007     		  Public Charity 5 year grant for NYC based Global STEM alliance program for After school STEM mentoring 100,000
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 344,900
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Genome Center
    101 Avenue of the Americas 7th FL
    NY,NY10013     		  Public Charity 2020 Five year matching grant with the Simon Foundation 416,667
    New York Hall of Science
    47-01 111th Street
    Queens,NY10029     		  Public Charity Operating Support 100,000
    New York Hall of Science
    47-01 111th Street
    Queens,NY10029     		  Public Charity Ida Recovery Relief 500,000
    New York Philharmonic
    10 Lincoln Center Plaza
    NY,NY10023     		  Public Charity general operating support 100,000
    New York Public Library
    445 Fifth Avenue 8th FL
    NY,NY10016     		  Public Charity Unrestricted gift 500,000
    New York Public Radio
    160 Varick Street
    NY,NY10013     		  Public Charity general operating support for WQXR Division 500,000
    New York Public Radio
    160 Varick Street
    NY,NY10013     		  Public Charity Trustee Annual Support 100,000
    New York Public Radio
    160 Varick Street
    NY,NY10013     		  Public Charity year-end gift 100,000
    New York Stem Cell Foundation
    619 West 54th Street 3rd FL
    NY,NY10019     		  Public Charity Five-year commitment for general operating support 200,000
    New York-Presbyterian Hospital
    850 Third Avenue 12th FL
    NY,NY10022     		  Public Charity Campaign for NYP: Dept of Client Relations 140,000
    New York-Presbyterian Hospital
    850 Third Avenue 12th FL
    NY,NY10022     		  Public Charity construction, equipping and operation of the Hospital for Women and Newborns in the David H. Koch building 2,000,000
    New York-Presbyterian Hospital
    850 Third Avenue 12th FL
    NY,NY10022     		  Public Charity year-end gift 100,000
    Notre Dame School
    327 West 13th Street
    NY,NY10014     		  Public Charity general operating support 100,000
    Notre Dame School
    327 West 13th Street
    NY,NY10014     		  Public Charity Pandemic support and ICS 4 year student Scholarship 100,000
    Partners In Health
    800 Boylston Street Ste 300
    Boston,MA02199     		  Public Charity restricted to Rwandan PIH site and allocated under the direction of Executive Director Joel Mubiligi 250,000
    Partners In Health
    800 Boylston Street Ste 300
    Boston,MA02199     		  Public Charity Haiti Relief 250,000
    Peer Health Exchange
    55 Exchange Place Suite 405
    NY,NY94133     		  Public Charity Impact Capital and their strategic plan 150,000
    Prospect Park Alliance Inc
    95 Prospect Park West
    Brooklyn,NY11215     		  Public Charity Operating Support 50,000
    Read to Lead (formerly Classroom Inc)
    123 William Street Suite 1201
    New York,NY10038     		  Public Charity Unrestricted operating support 125,000
    Read718
    420 Atlantic Avenue
    Brooklyn,NY11217     		  Public Charity Operating Support 20,000
    ReadWorks
    PO Box 24673
    Brooklyn,NY11202     		  Public Charity Operating Support 100,000
    Red Hook Initiative
    767 Hicks Street
    Brooklyn,NY11231     		  Public Charity Operating Grant 333,333
    Relay Graduate School of Education
    c/o External Affairs - 25 Broadway
    3rd FL
    NY,NY10004     		  Public Charity NYC Operations 250,000
    Right to Play United States
    26 Broadway Suite 365
    NY,NY10004     		  Public Charity Operating Support 50,000
    Robert A Toigo Foundation
    555 12th Street Suite 275
    Oakland,CA94612     		  Public Charity General Operating Support 100,000
    Robin Hood Foundation
    826 Broadway 9th FL
    NY,NY10003     		  Public Charity Covid Relief Fund 1,000,000
    Robin Hood Foundation
    826 Broadway 9th FL
    NY,NY10003     		  Public Charity General Operating Support 2,000,000
    Rockefeller University
    1230 York Avenue Box 164
    NY,NY10021     		  Public Charity Presidents Fund in honor of Rick Lifton 2,000,000
    Rockefeller University
    1230 York Avenue Box 164
    NY,NY10021     		  Public Charity Campaign for the Convergence of Science and Medicine 1,000,000
    Rockefeller University
    1230 York Avenue Box 164
    NY,NY10021     		  Public Charity Celebrating Science Virtual Benefit 25,000
    Rockefeller University
    1230 York Avenue Box 164
    NY,NY10021     		  Public Charity unrestricted use as part of the University's Capital Campaign 3,000,000
    Rockefeller University
    1230 York Avenue Box 164
    NY,NY10021     		  Public Charity year-end gift 100,000
    Safe Passage Project
    185 West Broadway
    NY,NY10013     		  Public Charity Operating Support 100,000
    Seton Education Partners
    1562 First Avenue No 205-2219
    NY,NY10028     		  Public Charity Unrestricted support for NYC Operations 250,000
    Sponsors for Educational Opportunity Inc
    55 Exchange Place 6th Floor
    NY,NY10005     		  Public Charity Operating Support 750,000
    St John's Bread and Life
    795 Lexington Avenue
    Brooklyn,NY11206     		  Public Charity annual gift 100,000
    Student Sponsor Partners
    424 Madison Avenue 3rd FL
    NY,NY10017     		  Public Charity Operating Support 200,000
    Success Academy Charter Schools
    95 Pine Street 6th FL
    NY,NY10005     		  Public Charity general operating expenses 250,000
    Teach For America
    25 Broadway 12th Floor
    NY,NY10004     		  Public Charity Operating Support 200,000
    The Children's Health Fund
    215 w 125TH Street Suite 301
    NY,NY10027     		  Public Charity Covid Relief-Bronx Health Collective 100,000
    The Children's Health Fund
    215 w 125TH Street Suite 301
    NY,NY10027     		  Public Charity Bronx Health Collective 250,000
    The Education Trust
    315 West 36th Street 2nd FL
    NY,NY10018     		  Public Charity NY Operations 100,000
    The Foundation for Vassar Brothers Medical Center
    45 Reade Place
    Poughkeepsie,NY12601     		  Public Charity Construction of new building 100,000
    The New York City Center For Charter School Excellence
    111 Broadway Suite 604
    NY,NY10006     		  Public Charity Operating Support 500,000
    The Partnership Schools
    1011 First Ave 18th FL
    NY,NY10022     		  Public Charity Covid Family Relief Cash Assistance 100,000
    The Partnership Schools
    1011 First Ave 18th FL
    NY,NY10022     		  Public Charity general operating support 1,000,000
    The Partnership Schools
    1011 First Ave 18th FL
    NY,NY10022     		  Public Charity Year-end gift 100,000
    The World Trade Center Performing Arts Center
    One Liberty Plaza 29th FL
    NY,NY10006     		  Public Charity John Whitehead Lobby of The Perelman 250,000
    Thorne Building Community Center
    3263 Franklin Avenue
    Millbrook,NY12545     		  Public Charity Campaign for Millbrook 100,000
    Thorne Building Community Center
    3263 Franklin Avenue
    Millbrook,NY12545     		  Public Charity Campaign for Millbrook 2,900,000
    US Foundation for the Commemoration of World Wars
    701 Pennsylvania Avenue NW 123
    Washington,DC20004     		  Public Charity Operating Support 25,000
    Uncommon Schools
    826 Broadway 9th Floor
    NY,NY10003     		  Public Charity Unrestricted Support and support of Computer Science program through 2023 2,000,000
    Upwardly Global
    505 8th Ave Suite 1601
    NY,NY10018     		  Public Charity Unrestricted Operating Funds 150,000
    Upwardly Global
    505 8th Ave Suite 1601
    NY,NY10018     		  Public Charity Afghan Refugee Crisis 100,000
    Total .................................bullet 3a 62,207,870
    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 6,662  
    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 ............     		523000   18 82,979,112  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUBIT THRU PARTNERSHIPS     		523000 265,739 14    
    bOTHER INV INC. 523000   14 -4,698,381  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 265,739 80,405,232 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    80,670,971
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    CARSON FAMILY CHARITABLE TRUST
     
    Employer identification number

    13-6957038
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    CARSON FAMILY CHARITABLE TRUST
          		Employer identification number
    13-6957038
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    RUSSELL CARSON
    650 MADISON AVENUE
     
    NEW YORK, NY10022

    		$ 46,939,906


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    CARSON FAMILY CHARITABLE TRUST
          		Employer identification number

    13-6957038
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 APPLE STOCK $ 1,510,103 2021-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ADP $ 1,001,879 2021-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMAZON $ 2,012,243 2021-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BLACKROCK $ 2,012,393 2021-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 COMCAST $ 1,504,081 2021-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WALT DISNEY $ 3,044,713 2021-03-04
    Schedule B (Form 990) (2021)
    Name of organization
    CARSON FAMILY CHARITABLE TRUST
          		Employer identification number

    13-6957038
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALPHABET $ 4,037,888 2021-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MICROSOFT $ 2,011,093 2021-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UPS $ 1,008,349 2021-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VISA $ 2,019,319 2021-03-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KKR $ 3,622,800 2021-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 APOLLO GLOBAL MGMT $ 998,560 2021-06-29
    Schedule B (Form 990) (2021)
    Name of organization
    CARSON FAMILY CHARITABLE TRUST
          		Employer identification number

    13-6957038
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALPHABET $ 1,512,222 2021-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UPS $ 2,491,320 2021-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 3M $ 1,489,828 2021-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MICROSOFT $ 1,492,699 2021-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BLACKROCK $ 2,620,590 2021-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ADP $ 988,100 2021-06-29
    Schedule B (Form 990) (2021)
    Name of organization
    CARSON FAMILY CHARITABLE TRUST
          		Employer identification number

    13-6957038
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALPHABET $ 1,021,810 2021-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMAZON $ 6,956,979 2021-09-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MICROSOFT $ 998,491 2021-09-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    CARSON FAMILY CHARITABLE TRUST
          		Employer identification number

    13-6957038
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CARSON FAMILY CHARITABLE TRUST
    EIN:
    13-6957038
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SELECT MEDICAL HOLDINGS 18,301,941 18,301,941
    S&P 500 ETF 10,333,988 10,333,988
    RUSSELL 3000 ETF 10,142,625 10,142,625
    BIOTECH ETF 8,711,549 8,711,549
    TECHNOLOGY RTF 10,666,778 10,666,778

    TY 2021 InvestmentsOtherSchedule2
    Name:
    CARSON FAMILY CHARITABLE TRUST
    EIN:
    13-6957038
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACCOLADE II AT COST 2,764,406 3,812,187
    ACCOLADE III AT COST 10,421,630 19,289,349
    ACCOLADE IV AT COST 5,420,412 8,280,759
    ACCOLADE V AT COST 7,514,089 12,392,638
    EMERGENCE CAPITAL PARTNERS AT COST 343,220 90,759
    EMERGENCE CAPITAL ASSOC AT COST 608,963 156,277
    EMERGENCE CAPITAL II AT COST 1,454,743 28,162,523
    EMERGENCE CAPITAL III AT COST 6,779,101 32,372,166
    EMERGENCE CAPITAL IV AT COST 2,312,358 9,091,689
    THACKERAY IV AT COST 4,768,399 2,262,915
    THACKERAY V AT COST 6,706,763 4,363,417
    WCAS IX CO AT COST 5,364,435 11,350,000
    WCAS GP USAP AT COST 5 1,038,000
    WCAS XI AT COST 16,857 4,466,600
    ACCOLADE VI AT COST 4,233,316 7,944,049
    ACCOLADE VII AT COST 1,993,614 5,128,736
    ACCOLADE GROWTH I AT COST 1,855,294 4,190,504
    EMERGENCE AT COST 5,848 0
    GROWTH CATALYST AT COST 16,084,197 30,857,296
    GCP - CRA AT COST 1,309,716 1,309,716
    WCAS XII AT COST 14,935,675 41,850,800
    WHALE ROCK AT COST 27,366,528 56,730,099
    ROUND HILL AT COST 4,147,835 5,272,528
    JLS HEALTH CAPITAL AT COST 745,878 2,285,705
    CASDIN PARTNERS AT COST 28,304,056 29,978,974
    ACCOLADE VIII AT COST 1,988,188 1,282,004
    ACCOLADE EMPOWERMENT AT COST 0 295,230
    EMERGENCE VI AT COST 428,306 453,352
    EC OPP 1 AT COST 1,212,065 802,843
    EMERGENCE V AT COST 1,420,009 6,140,587
    WCAS XIII AT COST 75,698 75,698
    GCP II AT COST 4,641,779 4,641,779
    HARLEM CAPITAL II AT COST 174,589 184,159
    DRIFTWOOD ACQUISITION AT COST 2,393,567 2,393,567
    DRIFTWOOD LENDING AT COST 6,014,165 6,014,165
    DRIFTWOOD DEVELOPMENT AT COST 1,000,000 1,000,000
    DRIFTWOOD SOUTHLAKE AT COST 2,500,000 2,500,000
    DRIFTWOOD HOSPITALITY AT COST 7,785,000 7,785,000
    DAP PLAZA PLACE AT COST 1,736,869 1,736,869
    SOSV INDIEBIO AT COST 74,195 125,000
    TWO SIGMA AT COST 1,103,419 812,607
    RCH ENERGY AT COST 14,867,006 16,368,041
    RS 2 VENTURES AT COST 3,692,464 3,692,464
    AUTHENTIC VENTURES AT COST 1,066,407 784,045
    REIGN VENTURES AT COST 1,401,569 1,401,593
    HARLEM CAPITAL I AT COST 159,123 240,950

    TY 2021 LegalFeesSchedule
    Name:
    CARSON FAMILY CHARITABLE TRUST
    EIN:
    13-6957038
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES 20,686 0   20,686


    TY 2021 OtherDecreasesSchedule
    Name:
    CARSON FAMILY CHARITABLE TRUST
    EIN:
    13-6957038
    Description Amount
    CHANGE IN APPRECIATION 24,921,966


    TY 2021 OtherExpensesSchedule
    Name:
    CARSON FAMILY CHARITABLE TRUST
    EIN:
    13-6957038
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 18,844 0   18,844
    OFFICE 36,627 9,156   27,471
    TECHNOLOGY 97,246 24,312   72,934


    TY 2021 OtherIncomeSchedule2
    Name:
    CARSON FAMILY CHARITABLE TRUST
    EIN:
    13-6957038
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TAX EXEMPT AND NON DEDUCTIBLE 271,599 0 271,599
    UBIT THRU PARTNERSHIPS 265,739 0 265,739
    OTHER INV INC. -4,698,381 -4,698,381 -4,698,381


    TY 2021 OtherIncreasesSchedule
    Name:
    CARSON FAMILY CHARITABLE TRUST
    EIN:
    13-6957038
    Description Amount
    PRIOR PERIOD ADJUSTMENTS 11,687,897
    PRIOR YEAR TAX BASIS ADJUSTMENTS FOR PARTNERSHIPS 4,958,647


    TY 2021 OtherLiabilitiesSchedule
    Name:
    CARSON FAMILY CHARITABLE TRUST
    EIN:
    13-6957038
    Description Beginning of Year - Book Value End of Year - Book Value
    ZOOM SHORT SALE 16,866,000 9,195,500


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    CARSON FAMILY CHARITABLE TRUST
    EIN:
    13-6957038
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT THRU PARTNERSHIPS 2,561,983 2,591,983   0
    PAYROLL PROCESSING 2,840 0   2,840


    TY 2021 TaxesSchedule
    Name:
    CARSON FAMILY CHARITABLE TRUST
    EIN:
    13-6957038
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE 650,000 0   0
    FOREIGN TAXES 6,512 6,512   0