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 10-01-2021 , and ending 09-30-2022
Name of foundation
BLANCHE & IRVING LAURIE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 53
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROSELAND, NJ07068
A Employer identification number

22-2489725
B Telephone number (see instructions)

(908) 614-8333
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$65,337,938J 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 230 230  
4 Dividends and interest from securities... 1,673,794 1,673,794  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 4,125,087
b Gross sales price for all assets on line 6a 11,086,998
7 Capital gain net income (from Part IV, line 2)... 4,125,087
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)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 5,799,111 5,799,111  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 325,000 243,750   81,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 9,034     9,034
b Accounting fees (attach schedule)....... Click to see attachment 45,862 27,517   18,345
c Other professional fees (attach schedule).... Click to see attachment 261,833 209,466   52,367
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 81,998 1,998    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 21,713     21,713
22 Printing and publications.......... 906     906
23 Other expenses (attach schedule)....... Click to see attachment 1,470 470   1,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 747,816 483,201   184,615
25 Contributions, gifts, grants paid....... 3,945,150 3,945,150
26 Total expenses and disbursements. Add lines 24 and 25 4,692,966 483,201   4,129,765
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,106,145
b Net investment income (if negative, enter -0-) 5,315,910
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............. 780,832 714,495 714,495
2 Savings and temporary cash investments.........      
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
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)....... 12,646,691 Click to see attachment14,521,447 62,341,500
c Investments—corporate bonds (attach schedule)....... 3,190,794 Click to see attachment2,488,520 2,281,943
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,618,317 17,724,462 65,337,938
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 16,618,317 17,724,462
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)..... 16,618,317 17,724,462
30 Total liabilities and net assets/fund balances (see instructions). 16,618,317 17,724,462
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
16,618,317
2
Enter amount from Part I, line 27a .....................
2
1,106,145
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
17,724,462
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,724,462
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 145 AIR BNB IN CL A P 2020-12-31 2022-02-03
b 285 AUTO DESK P 2019-12-31 2021-10-18
c 175 AUTO DESK P 2019-12-31 2021-12-02
d 143 AUTO DESK P 2019-12-31 2021-12-02
e 84 AUTO DESK P 2019-12-31 2021-12-02
454 BLACKSTONE P 2020-12-31 2022-06-03
215 BURLINGTON P 2020-12-31 2022-07-26
310 CROWDSTRIKE P 2020-06-06 2022-01-24
78 CROWDSTRIKE P 2020-06-06 2022-03-10
40 EPAM SYSTEMS P 2020-12-31 2022-02-28
525000 FOMO P 2020-06-06 2021-12-07
189 KORNIT P 2020-12-31 2022-03-15
242 KORNIT P 2020-12-31 2022-03-15
88 KORNIT P 2020-12-31 2022-03-16
229 KORNIT P 2020-12-31 2022-03-16
183 KORNIT P 2020-12-31 2022-03-22
42 KORNIT P 2020-12-31 2022-03-22
285 KORNIT P 2020-12-31 2022-03-22
395 KORNIT P 2020-12-31 2022-03-22
58 MASIMO P 2020-07-07 2021-12-15
207 MASIMO P 2020-07-07 2021-12-16
100 PAYPAL P 2020-10-20 2022-04-18
2047 SNAP INC P 2020-02-16 2021-12-16
500 SNAP INC P 2020-03-22 2021-12-16
850 SNAP INC P 2020-06-24 2021-12-16
129 SNAP INC P 2020-07-30 2021-12-16
1137 TG THERAPEUTICS P 2020-11-01 2021-11-30
515 TG THERAPEUTICS P 2020-11-01 2021-11-30
238 TRANE TECHNOLOGIESA P 2020-10-01 2021-10-19
240 TRANE TECHNOLOGIES P 2020-05-11 2021-10-19
265 TRANE TECHNOLOGIES P 2020-06-06 2021-10-19
90 TWILIO P 2021-01-01 2022-01-10
182 TWILIO P 2020-06-06 2022-01-10
76 ADOBE P 2020-03-20 2022-03-18
80 ALIGN P 2021-01-19 2022-01-24
67 ALIGN P 2021-01-19 2022-06-23
20 AMAZON P 2011-10-18 2022-01-24
7 AMAZON P 2011-10-18 2022-02-03
8 AMAZON P 2011-10-18 2022-02-24
19 AMAZON P 2011-10-18 2022-05-09
215 BURLINGTON STORE P 2018-04-09 2022-01-20
27 BURLINGTON P 2018-04-09 2022-06-23
139 BURLINGTON P 2018-04-19 2022-06-23
86 BURLINGTON P 2018-06-11 2022-06-23
98 BURLINGTON P 2020-04-28 2022-06-23
137 BURLINGTON P 2020-04-28 2022-07-26
100 BURLINGTON P 2020-11-16 2022-07-26
100 BURLINGTON P 2021-05-11 2022-07-26
180 CADENCE P 2020-10-02 2022-08-03
510 COSTAR P 2019-06-10 2021-10-05
290 COSTAR P 2019-06-20 2021-10-05
40 EPAM P 2019-03-29 2021-11-15
120 EPAM P 2019-03-26 2022-01-19
70 EPAMQ P 2019-03-26 2022-02-03
29 EPAM P 2019-03-26 2022-02-28
280 EPAM P 2019-05-24 2022-02-28
83 EPAM P 2019-12-09 2022-02-28
393 FACEBOOK P 2014-04-14 2021-10-05
80 FACEBOOK P 2014-04-14 2022-03-30
400,000 FOMO P 2019-07-22 2021-10-12
170 GENERAC P 2021-03-11 2022-05-12
1570 JJ P 1999-07-01 2021-10-04
1525 JJ P 1999-07-01 2021-10-25
615 JJ P 1999-07-01 2021-11-09
2605 JJ P 1999-07-01 2022-01-12
2960 JJ P 1999-07-01 2022-02-11
1660 JJ P 1999-07-01 2022-04-12
572 JJ P 1999-07-01 2022-05-09
867 JJ P 1999-07-01 2022-05-19
2828 JJ P 1999-07-01 2022-06-03
3362 JJ P 1999-07-01 2022-07-11
2640 JJ P 1999-07-01 2022-08-09
175 LULUMON ATHLETIC P 2019-01-02 2022-02-07
126 LULUMON ATHLETIC P 2019-01-02 2022-05-24
97 LULUMON ATHLETIC P 2019-01-02 2022-09-07
182 MASIMO P 2020-05-21 2021-12-09
2350 MASIMO P 2020-06-05 2021-12-09
38 MASIMO P 2020-07-30 2021-12-09
115 MASIMO P 2020-07-30 2021-12-13
57 MASIMO P 2020-07-30 2021-12-15
62 MSCI P 2019-10-03 2022-04-27
103 NIKE P 2021-01-19 2022-05-24
186 NVIDIA P 2017-08-11 2021-11-10
128 NVIDIA P 2017-08-11 2021-12-06
315 NVIDIA P 2017-08-11 2022-02-03
11 NVIDIA P 2017-08-11 2022-02-24
75 NVIDIA P 2017-09-15 2022-02-24
615 NVIDIA P 2017-09-15 2022-07-21
217 PAYPAL P 2017-05-01 2022-01-24
775 PAYPAL P 2017-05-01 2022-04-18
575 PAYPAL P 2017-06-05 2022-04-18
175 PAYPAL P 2018-06-13 2022-04-18
199 PAYPAL P 2020-01-30 2022-04-18
104 SHOPIFY P 2020-03-18 2022-03-09
88 SHOPIFY P 2020-03-25 2022-03-09
70 THERMO FISHER P 2021-02-01 2022-02-24
90 THERMO FISHER P 2021-02-01 2022-03-30
51 THERMO FISHER P 2021-02-01 2022-05-02
300 TRADE DESK P 2020-01-06 2021-11-10
141 TRADE DESK P 2020-03-12 2021-11-10
359 TRADE DESK P 2020-03-12 2021-12-14
416 TRADE DESK P 2020-03-25 2021-12-14
469 TRADE DESK P 2020-03-25 2022-01-26
896 TRADE DESK P 2020-03-25 2022-08-10
404 TRANE TECH P 2020-09-21 2021-10-19
400 TRANE TECH P 2020-10-02 2021-10-19
345 TWILIO P 2020-09-11 2022-01-10
176 TWILIO P 2020-11-04 2022-01-10
380 UBER P 2020-02-04 2022-08-09
165 VISA P 2012-12-18 2021-11-15
110 VISA P 2012-12-18 2022-02-28
MORGAN STANLEY #688-057538-036 P 2020-06-06 2022-06-06
(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 21,807 0 26,788 -4,981
b 82,795 0 89,267 -6,472
c 44,851 0 54,813 -9,962
d 36,649 0 45,195 -8,546
e 21,528 0 27,947 -6,419
54,953 0 57,042 -2,089
30,357 0 68,797 -38,440
46,955 0 82,760 -35,805
14,750 0 20,823 -6,073
13,327 0 25,672 -12,345
579,111 0 594,044 -14,933
13,896 0 27,615 -13,719
17,793 0 37,909 -20,116
6,944 0 13,785 -6,841
18,069 0 36,531 -18,462
14,440 0 29,355 -14,915
3,546 0 6,737 -3,191
24,064 0 43,765 -19,701
33,351 0 42,013 -8,662
16,131 0 15,229 902
58,349 0 54,351 3,998
9,951 0 27,431 -17,480
91,231 0 127,722 -36,491
22,284 0 28,764 -6,480
37,883 0 57,862 -19,979
5,749 0 9,792 -4,043
16,334 0 59,751 -43,417
7,398 0 22,141 -14,743
41,863 0 31,718 10,145
42,215 0 34,417 7,798
46,612 0 48,376 -1,764
19,782 0 34,307 -14,525
40,003 0 66,944 -26,941
33,453 0 23,718 9,735
35,127 0 45,150 -10,023
16,110 0 37,813 -21,703
55,777 0 4,874 50,903
19,705 0 1,706 17,999
23,189 0 1,950 21,239
42,178 0 4,630 37,548
46,944 0 29,564 17,380
4,045 0 3,713 332
20,825 0 19,023 1,802
12,884 0 13,582 -698
14,682 0 18,603 -3,921
19,344 0 26,006 -6,662
14,120 0 22,655 -8,535
14,120 0 32,883 -18,763
32,694 0 19,013 13,681
43,976 0 28,304 15,672
25,006 0 16,334 8,672
26,823 0 6,731 20,092
60,507 0 20,193 40,314
31,680 0 11,779 19,901
9,662 0 4,880 4,782
93,289 0 46,983 46,306
27,654 0 17,594 10,060
131,018 0 23,755 107,263
18,145 0 4,836 13,309
400,000 0 409,503 -9,503
35,518 0 55,442 -19,924
250,447 0 17,639 232,808
250,090 0 17,133 232,957
100,421 0 6,910 93,511
439,931 0 29,267 410,664
499,935 0 33,256 466,679
303,647 0 18,650 284,997
100,089 0 6,426 93,663
150,174 0 9,741 140,433
500,111 0 31,773 468,338
600,139 0 37,772 562,367
450,790 0 29,660 421,130
58,476 0 21,713 36,763
31,807 0 15,633 16,174
31,493 0 12,035 19,458
51,088 0 44,523 6,565
65,966 0 52,174 13,792
10,667 0 8,347 2,320
32,036 0 25,261 6,775
15,852 0 12,521 3,331
26,249 0 13,186 13,063
10,670 0 14,427 -3,757
55,594 0 7,257 48,337
36,842 0 4,994 31,848
78,285 0 12,291 65,994
2,450 0 429 2,021
16,704 0 3,308 13,396
109,078 0 27,128 81,950
33,439 0 10,330 23,109
77,117 0 36,892 40,225
57,216 0 31,110 26,106
17,414 0 15,098 2,316
19,802 0 23,053 -3,251
59,040 0 32,675 26,365
49,957 0 40,544 9,413
37,076 0 36,204 872
53,479 0 46,548 6,931
28,005 0 26,377 1,628
28,354 0 8,370 19,984
13,326 0 2,792 10,534
31,815 0 7,109 24,706
36,867 0 8,371 28,496
30,084 0 9,256 20,828
65,732 0 18,030 47,702
71,061 0 48,145 22,916
70,358 0 49,069 21,289
75,831 0 79,530 -3,699
38,685 0 53,852 -15,167
11,634 0 14,769 -3,135
35,124 0 6,235 28,889
23,752 0 4,156 19,596
2,999,353 0 2,939,062 60,291
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 0 0 0 -4,981
b 0 0 0 -6,472
c 0 0 0 -9,962
d 0 0 0 -8,546
e 0 0 0 -6,419
0 0 0 -2,089
0 0 0 -38,440
0 0 0 -35,805
0 0 0 -6,073
0 0 0 -12,345
0 0 0 -14,933
0 0 0 -13,719
0 0 0 -20,116
0 0 0 -6,841
0 0 0 -18,462
0 0 0 -14,915
0 0 0 -3,191
0 0 0 -19,701
0 0 0 -8,662
0 0 0 902
0 0 0 3,998
0 0 0 -17,480
0 0 0 -36,491
0 0 0 -6,480
0 0 0 -19,979
0 0 0 -4,043
0 0 0 -43,417
0 0 0 -14,743
0 0 0 10,145
0 0 0 7,798
0 0 0 -1,764
0 0 0 -14,525
0 0 0 -26,941
0 0 0 9,735
0 0 0 -10,023
0 0 0 -21,703
0 0 0 50,903
0 0 0 17,999
0 0 0 21,239
0 0 0 37,548
0 0 0 17,380
0 0 0 332
0 0 0 1,802
0 0 0 -698
0 0 0 -3,921
0 0 0 -6,662
0 0 0 -8,535
0 0 0 -18,763
0 0 0 13,681
0 0 0 15,672
0 0 0 8,672
0 0 0 20,092
0 0 0 40,314
0 0 0 19,901
0 0 0 4,782
0 0 0 46,306
0 0 0 10,060
0 0 0 107,263
0 0 0 13,309
0 0 0 -9,503
0 0 0 -19,924
0 0 0 232,808
0 0 0 232,957
0 0 0 93,511
0 0 0 410,664
0 0 0 466,679
0 0 0 284,997
0 0 0 93,663
0 0 0 140,433
0 0 0 468,338
0 0 0 562,367
0 0 0 421,130
0 0 0 36,763
0 0 0 16,174
0 0 0 19,458
0 0 0 6,565
0 0 0 13,792
0 0 0 2,320
0 0 0 6,775
0 0 0 3,331
0 0 0 13,063
0 0 0 -3,757
0 0 0 48,337
0 0 0 31,848
0 0 0 65,994
0 0 0 2,021
0 0 0 13,396
0 0 0 81,950
0 0 0 23,109
0 0 0 40,225
0 0 0 26,106
0 0 0 2,316
0 0 0 -3,251
0 0 0 26,365
0 0 0 9,413
0 0 0 872
0 0 0 6,931
0 0 0 1,628
0 0 0 19,984
0 0 0 10,534
0 0 0 24,706
0 0 0 28,496
0 0 0 20,828
0 0 0 47,702
0 0 0 22,916
0 0 0 21,289
0 0 0 -3,699
0 0 0 -15,167
0 0 0 -3,135
0 0 0 28,889
0 0 0 19,596
0 0 0 60,291
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 4,125,087
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 73,891
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 73,891
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 102,052
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -102052 7 102,052
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 28,161
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet28,161 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletNJ
    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 ofbulletHARVEY RICH & COMPANY Telephone no.bullet (908) 614-8333

    Located atbullet18 POND COURTHILLSBOROUGHNJ ZIP+4bullet08844
    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
    GENE R KORF TRUSTEE
    15.00     		50,000 0 0
    89 HEADQUARTERS PLAZA
    MORRISTOWN,NJ07960
    SCOTT KORF TRUSTEE
    15.00     		50,000 0 0
    22 TAMARACK DR
    SUCCASUNNA,NJ07876
    HARVEY S RICH TRUSTEE
    15.00     		50,000 0 0
    18 POND COURT
    HILLSBOROUGH,NJ08844
    LAURA ZAGOREN BARON TRUSTEE/PRES
    25.00     		75,000 0 0
    58 GOLDFINCH GROVE
    HACKETTSTOWN,NJ07840
    RICHARD A PATT MD TRUSTEE
    15.00     		50,000 0 0
    136 CAPULIN PLACE
    CASTLE ROCK,CO80108
    ROBERT ZAGOREN TRUSTEE
    15.00     		50,000 0 0
    110 MACFARLANE DRIVE
    DELRAY BEACH,FL33483
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    KORF & ROSENBLATT PC LEGAL,PROG ADM,COMPLIANCE SERVS. EXECUTIVE DIRECTOR SERVICES 143,560
    89 HEADQUARTERS PLAZA
    MORRISTOWN,NJ07960
    HARVEY RICH & COMPANY ACCTG & COMPILATION SERVICES TAX & BOOKKEEPING SERVICRS 95,745
    18 POND COURT
    HILLSBOROUGH,NJ08844
    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 N/A 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    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
    71,147,990
    b
    Average of monthly cash balances.......................
    1b
    857,374
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    72,005,364
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    72,005,364
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,080,080
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    70,925,284
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,546,264
    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
    3,546,264
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    73,891
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    73,891
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,472,373
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,472,373
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    3,472,373
    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 3,472,373
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 3,204,806
    b From 2017...... 4,022,293
    c From 2018...... 4,049,359
    d From 2019...... 4,055,832
    e From 2020...... 3,945,218
    f Total of lines 3a through e ........ 19,277,508
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,129,765
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		4,129,765
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 3,472,373 3,472,373
    (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 19,934,900
    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......     		 
    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) .......     		 
    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 ......     		19,934,900
    10 Analysis of line 9:
    a Excess from 2017.... 3,754,726
    b Excess from 2018.... 4,049,359
    c Excess from 2019.... 4,055,832
    d Excess from 2020.... 3,945,218
    e Excess from 2021.... 4,129,765
    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).)
    NA
    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.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GENE R KORF
    PO BOX 53
    ROSELAND,NJ07068
    (973) 993-1583
    bThe form in which applications should be submitted and information and materials they should include:
    FORMAL APPLICATION; FULLY ITEMIZED PURPOSES; NECESSITY BUDGETS AND FINANCIAL CONDITION
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    92ND ST Y
    92ND ST
    NY,NY10128     		  PUBLIC GENERAL OPER SUPP 15,000
    AMERICAN REPERTORY BALLET CO
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08901     		  PUBLIC DANCEPOWER PROGRAM 10,000
    ANSHE EMETH DEV CORP
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08901     		  PUBLIC GENERAL OPER SUPP 2,500
    ARVADA COUNCIL FOR ARTS&HUMANITIES
    ARVADA
    ARVADA,CO80003     		  PUBLIC PRODUCTION SUPPORT 12,000
    ASSOC ALUMNAE DOUGLASS COLL
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08901     		  PUBLIC 100th ANNIVERSARY CAMP 28,000
    ATLANTIC THEATRE CO
    NEW YORK
    NEW YORK,NY10001     		  PUBLIC GENERAL OPER AND PROD SUPP 75,000
    BERGEN PAC
    ENGLEWOOD
    ENGLEWOOD,NJ07631     		  PUBLIC GENERAL OPER SUPP 10,000
    BRANDEIS UNIVERSITY
    WALTHAM
    WALTHAM,MA02454     		  PUBLIC THEATRE ARTS PROG 50,000
    CARNEGIE HALL
    NY
    NY,NY10019     		  PUBLIC PRODUCTION SUPPORT 25,000
    CAROLYN DORFMAN DANCE CO
    UNION
    UNION,NJ07083     		  PUBLIC GENERAL OPER SUPP 10,000
    CENTENARY COLLEGE
    HACKETTSTOWN
    HACKETTSTOWN,NJ07840     		  PUBLIC CENTENARY STAGE 10,000
    CENTER FOR GREAT EXPECTATIONS
    SOMERSET
    SOMERSET,NJ08873     		  PUBLIC GENERAL OPER SUPP 16,750
    CHILDREN'S MUSEUM OF THE UPSTATE
    GREENVILLE
    GREENVILLE,SC29601     		  PUBLIC HOLOCAUST EXHIBITIO 5,000
    CIRCLE-IN-THE-SQUARE THEATRE SCH
    NEW YORK
    NEW YORK,NY10019     		  PUBLIC GENERAL OPER SUPP 10,000
    COMMUNITY FNDTN OF NJ
    MORRISTOWN
    MORRISTOWN,NJ07960     		  PUBLIC UKRANIAN RELIEF FUND 60,000
    COUNCIL ON FOUNDATIONS
    ARLINGTON
    ARLINGTON,VA22202     		  PUBLIC GENERAL OPER SUPP 6,500
    CROSSROADS THEATRE COMPANY
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08901     		  PUBLIC PRODUCTION SUPPORT 25,000
    DEBORAH HOSP FNDTN
    BROWNS MILLS
    BROWNS MILLS,NJ08015     		  PUBLIC GENERAL OPER SUPP 20,000
    DENVER CTR FOR PERFORMING ARTS
    DENVER
    DENVER,CO80204     		  PUBLIC GENERAL OPER SUPP 5,000
    DOCTORS WITHOUT BORDERS
    NEW YORK
    NEW YORK,NY10006     		  PUBLIC GENERAL OPER SUPP 5,000
    DREW UNIVERSITY
    MADISON
    MADISON,NJ07940     		  PUBLIC DREW FORUM SPEAKERS SERIES 72,000
    ECLC FOUNDATION
    CHATHAM
    CHATHAM,NJ07928     		  PUBLIC ACQUISITION OF BUS 20,000
    ENCOURAGE KIDS FNDTN
    NEW YORK
    NEW YORK,NY10036     		  PUBLIC GENERAL OPERATING SUPPORT 33,000
    ENTERTAINMENT COMM FUND
    NEW YORK
    NEW YORK,NY10019     		  PUBLIC GENERAL OPERATING SUPPORT 11,000
    FAMILY PROMISE OF WARREN COUNTY
    OXFORD
    OXFORD,NJ07863     		  PUBLIC RAPID RES. HOMELESS ASS. 2,500
    FILM SOCIETY OF LINCOLN CTR
    NEW YORK
    NY,NY10023     		  PUBLIC NY FILM FESTIVAL 25,000
    FNDTN FOR MORRIST MED CTR
    MORRISTOWN
    MORRISTOWN,NJ07960     		  PUBLIC GENERAL OPERATING SUPPORT 70,000
    FRIENDS OF THE ISRAELI DEFFORCES
    NEW YORK
    NEW YORK,NY10018     		  PUBLIC GENERAL OPER SUPP 5,000
    FRIENDS OF JEW MUS OF BERLIN
    PRINCETON
    PRINCETON,NJ08540     		  PUBLIC GENERAL OPER SUPP 1,500
    FROST MUSEUM OF SCIENCE
    MIAMI
    MIAMI,FL33132     		  PUBLIC GENERAL OPER SUPP 5,000
    GEORGE ST PLAYHOUSE
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08901     		  PUBLIC PROD SUPP AND ARTS ED PROGRAMS 156,000
    GIVE KIDS THE WORLD
    KISSIMMEE
    KISSIMMEE,FL34746     		  PUBLIC GENERAL OPER SUPP 5,000
    GREAT AMERICAN SONGBOOK
    CARMEL
    CARMEL,IN46032     		  PUBLIC GENERAL OPER SUPP 10,000
    GREATER MIAMI JEW FEDERATION
    MIAMI
    MIAMI,FL33137     		  PUBLIC UKRANIAN RELIEF FUND 80,000
    GROWING STAGE THEATRE
    NETCONG
    NETCONG,NJ07857     		  PUBLIC GENER OPER AND EDUC PROGRAMS 68,000
    INT'L DYSLEXIA ASSN
    SOMERSET
    SOMERSET,NJ08873     		  PUBLIC EDUCATION PROGRAM 2,000
    JCC OF SOM HUNT WARR CTS
    BRIDGEWATER
    BRIDGEWATER,NJ08807     		  PUBLIC GENERAL OPER SUPP 1,000
    JFS OF SOM HUNT&WARR COUNTIES
    SOMERVILLE
    SOMERVILLE,NJ08876     		  PUBLIC FAMILY MENTOR PROGRAM AND GEN OPER SUPP 90,000
    JEWISH FAM SVC OF CENTRAL NJ
    ELIZABETH
    ELIZABETH,NJ07028     		  PUBLIC FOOD PANTRY 15,000
    JEWISH FEDER OF GREATER MIDD
    SOUTH RIVER
    SOUTH RIVER,NJ08882     		  PUBLIC GENERAL OPER SUPP 5,000
    JEWISH FEDERATION METROWEST
    WHIPPANY
    WHIPPANY,NJ07981     		  PUBLIC GENERAL OPER SUPP 500
    JFK CTR FOR PERF ARTS
    WASHINGTON
    WASHINGTON,DC20036     		  PUBLIC THEATRE SEASON SUPP AND B'WAY CTR STAGE PROG 150,000
    JFK LIBRARY FNDTN
    BOSTON
    BOSTON,MA02125     		  PUBLIC PODCAST SUPPORT 50,000
    LINCOLN CENTER THEATRE
    NEW YORK
    NY,NY10023     		  PUBLIC PROD AND GEN OPER SUPP 180,000
    MANHATTAN THEATRE CLUB
    NEW YORK
    NY,NY10036     		  PUBLIC PROD SUPP&CAP CAMPAIGN 225,000
    MAYO PERFORMING ARTS CTR
    MORRISTOWN
    MORRISTOWN,NJ07960     		  PUBLIC GENERAL OPER SUPP 45,000
    METROPOLITAN OPERA
    NEW YORK
    NEW YORK,NY10023     		  PUBLIC SATURDAY MATINESS BROADCASTS 25,000
    MINT THEATRE
    NEW YORK
    NEW YORK,NY10036     		  PUBLIC GENERAL OPER SUPPORT 5,000
    MONTCLAIR FILM FESTIVAL
    MONTCLAIR
    MONTCLAIR,NJ07042     		  PUBLI CAP CAMPAIGN FOR CLARIDGE THTR 12,500
    MORRIS ART
    MORRISTOWN
    MORRISTOWN,NJ07960     		  PUBLIC GENERAL OPER SUPP 5,000
    MUSEUM AT ELDRIDGE ST
    NEW YORK
    NEW YORK,NY10002     		  PUBLIC GENERAL OPER SUPP 25,000
    MUSEUM OF THE CITY OF NY
    NEW YORK
    NEW YORK,NY10029     		  PUBLIC NY CENTURY EXHIB 20,000
    MUSIC FOR ALL SEASONS
    SCOTCH PLAINS
    SCOTCH PLAINS,NJ07076     		  PUBLIC VOICES OF VALOR PROG;DEV DEPT HELP 75,000
    NATURE CONSERVANCY
    ARLINGTON
    ARLINGTON,VA22203     		  PUBLIC GENERAL OPER SUPP 5,000
    NEW ENGLAND COLLEGE
    HENNIKER
    HENNIKER,NH03242     		  PUBLIC GENERAL OPER SUPP 1,000
    NEW GROUP
    NEW YORK
    NY,NY10036     		  PUBLIC GENERAL OPER SUPP 39,500
    NJPAC
    NEWARK
    NEWARK,NJ07102     		  PUBLIC CAP.IMPVTS-AMER.SONGBOOK 180,000
    NJ THEATRE ALLIANCE
    MADISON
    MADISON,NJ07940     		  PUBLIC GENERAL OPER SUPP 20,000
    NY CITY CTR
    NEW YORK
    NEW YORK,NY10019     		  PUBLIC ENCORES PROGRAM 40,000
    NEW YORK PUBLIC LIBRARY
    NEW YORK
    NY,NY10016     		  PUBLIC HIST OF STAGE PHOTO. EXHIB 25,000
    ORLANDO SCIENCE CTR
    ORLANDO
    ORLANDO,FL32803     		  PUBLIC GENERAL OPER SUPP 5,000
    OVERLOOK HOSP FNDTN
    SUMMIT
    SUMMIT,NJ07902     		  PUBLIC GENERAL OPER SUPP 65,000
    PALEY CENTER
    NEW YORK
    NY,NY10019     		  PUBLIC PUBLIC PROGRAMS 95,000
    PAPER MILL PLAYHOUSE
    MILLBURN
    MILLBURN,NJ07041     		  PUBLIC PROD SUPP AND GEN OPER SUPP 140,000
    PAULA TAKACS FDN FOR SARCOMA RES
    CHARLOTTE
    CHARLOTTE,NC28271     		  PUBLIC GENERAL OPER SUPP 2,500
    PHILADELPHIA ORCHESTRA
    PHILADELPHIA
    PA,PA19102     		  PUBLIC GENERAL OPER SUPP 24,000
    PLAYWRIGHTS HORIZONS
    NEW YORK
    NY,NY10036     		  PUBLIC GENERAL OPER SUPP 10,000
    PRIMARY STAGES
    NEW YORK
    NY,NY10018     		  PUBLIC GENERAL OPER SUPP 20,000
    PRINCETON SYMPH ORCH
    PRINCETON
    PRINCETON,NJ08542     		  PUBLIC GENERAL OPER SUPP 25,000
    RARITAN VALLEY COMM COLL FND
    NORTH BRANCH
    NORTH BRANCH,NJ08876     		  PUBLIC GENERAL OPER SUPP 1,000
    RATTLESTICK PLAYWRIGHTS THTR
    NEW YORK
    NEW YORK,NY10014     		  PUBLIC PRODUCTION SUPPORT 5,000
    RWJ UNIV HOSP FNDTN
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08903     		  PUBLIC CAP IMP TO SURG.ROOMS AND GEN OPER SUPP 170,000
    ROUNDABOUT THEATRE CO
    NEW YORK
    NY,NY10018     		  PUBLIC PROD SUPP-READINGS WORKSHOPS-GEN OPER SUPP 170,000
    RUTGERS UNIV HILLEL FNDTN
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08901     		  PUBLIC GEN OPER SUPP 42,000
    SANTA CLARA VALLY AUDUBON
    CUPERTINO
    CUPERTINO,CA95014     		  PUBLIC GENERAL OPER SUPP 1,500
    SHAKESPEARE THEATRE OF NJ
    MADISON
    MADISON,NJ07940     		  PUBLIC GENERAL OPER SUPP 25,000
    SIGNATURE THEATRE CO
    NEW YORK
    NY,NY10036     		  PUBLIC GENERAL OPER SUPP 40,000
    SOCIETY PRESERV BARBERSHOP QTET
    ROCKLEDGE
    ROCKLEDGE,FL32955     		  PUBLIC GENERAL OPER SUPP 1,500
    SOPAC
    SOUTH ORANGE
    SOUTH ORANGE,NJ07079     		  PUBLIC SPEAK.SERIES&GEN OPER 65,000
    ST BARNABAS MED CTR
    WEST ORANGE
    WEST ORANGE,NJ07052     		  PUBLIC CAP IMP CARDIAC CARE AND GEN OPER SUPP 170,000
    ST PETER'S FNDTN
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08901     		  PUBLIC GENERAL OPER SUPP 30,000
    STATE THEATRE REG ARTS CTRNEW BRUNSW
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08901     		  PUBLIC SYMPH SERIES CAP CAMP GEN OPER SUPP 296,000
    TEMPLE SHALOM
    SUCCASUNA
    SUCCASUNA,NJ07876     		  PUBLIC GENERAL OPER SUPP 6,000
    TEMPLE SINAI
    CASTLE ROCK
    CASTLE ROCK,CO80108     		  PUBLIC GENERAL OPER SUPP 4,000
    THE PLAY COMPANY
    NEW YORK
    NEW YORK,NY10036     		  PUBLIC GENER OPER SUPP 5,000
    TRINITAS HEALTH FNDN
    ELIZABETH
    ELIZABETH,NJ07207     		  PUBLIC INTERVENT. RADIOL. SUITE CONSTR AND GEN OPER SUPP 90,000
    TROUT UNLIMITED
    ARLINGTON
    ARLINGTON,VA22209     		  PUBLIC GENERAL OPER SUPP 5,000
    TWO RIVER THEATRE CO
    RED BANK
    RED BANK,NJ07701     		  PUBLIC GENERAL OPER SUPP 25,000
    UNIV OF FLORIDA FNDTN
    GAINESVILLE
    GAINESVILLE,FL32611     		  PUBLIC GENERAL OPER SUPP 5,000
    UPCOUNTRY HISTORY MUSEUM
    GREENVILLE
    GREENVILLE,SC29601     		  PUBLIC HOLOCAUST ED 10,000
    US HOLOCAUST MEMOR MUSEUM
    WASHINGTON
    WASHINGTON,DC20024     		  PUBLIC GENERAL OPER SUPP 15,000
    VINEYARD THEATRE
    NEW YORK
    NEW YORK,NY10003     		  PUBLIC PRODUCTION SUPP 10,000
    VISUAL ARTS CENTER OF NJ
    SUMMIT
    SUMMIT,NJ07901     		  PUBLIC MUSEUM EDUC PROGRAMS 7,400
    WATERWELL
    NEW YORK
    NY,NY10036     		  PUBLIC PRODUCTION SUPPORT 20,000
    WNET
    NEW YORK
    NY,NY10001     		  PUBLIC AMERICAN MASTERS 100,000
    WOUNDED WARRIORS PROJECT
    TOPEKA
    TOPEKA,KS66674     		  PUBLIC GENERAL OPER SUPP 5,000
    YOGI BERRA MUSEUM
    MONTCLAIR
    MONTCLAIR,NJ07424     		  PUBLIC GENERAL OPER SUPP 28,000
    Total .................................bullet 3a 3,945,150
    bApproved for future payment
    ASSOCIATE ALUMNAE DOUG COLL
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08901     		  PUBLIC GENERAL OPER SUPPORT 100,000
    BRANDEIS UNIV
    WALTHAM
    WALTHAM,MA02454     		  PUBLIC GENERAL OPER SUPP 25,000
    GEORGE ST PLAYHOUSE
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08903     		  PUBLIC GENERAL OPER SUPP 115,000
    GROWING STAGE THEATRE
    NETCONG
    NETCONG,NJ07858     		  PUBLIC GENERAL OPER SUPP 10,000
    JFS OF S H W COUNTIES
    HIGH ST
    SOMERVILLE,NJ08876     		  PUBLIC FAMILY MENTOR PROGRAM 50,000
    JFK CTR FOR PERF ARTS
    WASH
    WASHINGTON,DC20005     		  PUBLIC GENERAL OPER SUPP 150,000
    LINCOLN CTR THEATRE
    NEW YORK
    NEW YORK,NY10023     		  PUBLIC GENERAL OPER SUPP 100,000
    MANHATTAN THEATRE CLUB
    NEW YORK
    NEW YORK,NY10036     		  PUBLIC GENERAL OPER SUPPORT 50,000
    METROPOLITAN OPERA
    NEW YORK
    NEW YORK,NY10280     		  PUBLIC GENERAL OPER SUPPORT 25,000
    MONTCLAIR FILM FEST
    MONTCLAIR
    MONTCLAIR,NJ07042     		  PUBLIC GENERAL OPER SUPP 50,000
    MUSEUM OF JEWISH HERITAGE
    NEW YORK
    NEW YORK,NY10280     		  PUBLIC GENERAL OPER SUPP 50,000
    NJ PAC
    CENTER ST
    NEWARK,NJ07102     		  PUBLIC GENERAL OPER SUPPORT 90,000
    NY CITY CTR
    NEW YORK
    NEW YORK,NY10019     		  PUBLIC GENERAL OPER SUPPORT 30,000
    PALEY CENTER FOR MEDIA
    52ND ST
    NEW YORK,NY10019     		  PUBLIC GENERAL OPER SUPP 25,000
    PAPER MILL PLAYHOUSE
    MILLBURN
    MILLBURN,NJ07041     		  PUBLIC GENERAL OPER SUPP 75,000
    RWJ UNIV HOSP FNDTN
    NEW BRUNSWICK
    NEW BRUNSWICK,NJ08901     		  PUBLIC GENERAL OPER SUPP 100,000
    ROUNDABOUT THEATRE
    NEW YORK
    NEW YORK,NY10018     		  PUBLIC GENERAL OPER SUPP 100,000
    ST BARNABAS MED CTR
    OLD SHORT HILLS ROAD
    WEST ORANGE,NJ07052     		  PUBLIC GENERAL OPER SUPP 100,000
    SECOND STAGE THEATRE
    NEW YORK
    NEW YORK,NY10036     		  PUBLIC GENERAL OPER SUPP 40,000
    SPECTRUM 360
    WEST ORANGE
    WEST ORANGE,NJ07052     		  PUBLIC GENERAL OPER SUPP 25,000
    Total .................................bullet 3b 1,310,000
    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 ...........     		    14 230  
    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 4,125,087  
    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) ..   5,799,111  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,799,111
    (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.)
    N/A N/A
    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:  
    Part VI Line 7 -Original Return Overpayment: -102,052


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    BLANCHE & IRVING LAURIE FOUNDATION
    EIN:
    22-2489725
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HARVEY RICH & CO ACCTG/COMPILATION SVS 45,862 27,517   18,345

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    BLANCHE & IRVING LAURIE FOUNDATION
    EIN:
    22-2489725
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SECURITIES   Purchased   GENERAL PUBLIC 11,086,998 6,961,911     4,125,087  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BLANCHE & IRVING LAURIE FOUNDATION
    EIN:
    22-2489725
    Name of Bond End of Year Book Value End of Year Fair Market Value
    280,000 GOLDMAN SACHS GROUP 301,272 276,349
    ACCRUED INTEREST RECEIVABLE 0 840
    550,000 BOEING 595,601 549,062
    ACCRUED INTEREST RECEIVABLE 0 10,262
    550,000 GEN'L MTS FINANCIAL 595,728 548,768
    ACCRUED INTEREST RECEIVABLE 0 8,766
    900,000 CITIGROUP 995,919 882,396
    ACCRUED INTEREST RECEIVABLE 0 5,500

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BLANCHE & IRVING LAURIE FOUNDATION
    EIN:
    22-2489725
    Name of Stock End of Year Book Value End of Year Fair Market Value
    651 ADOBE 227,442 179,155
    1312 AIRBNB 213,294 137,812
    345 ALIGN 203,292 71,453
    3760 ALPHABET INC 133,438 361,524
    4000 AMAZON COM 139,574 452,000
    1600 APPLE 287,315 221,120
    1398 APTIV 230,172 109,338
    2151 ARISTA 267,758 242,826
    2081 BLACKSTONE 251,977 174,180
    455 BROADCOM 265,565 202,025
    1966 CADENE DESIGN SYSTEM 250,499 321,303
    1274 CDW 244,857 198,846
    2180 COSTAR 128,678 151,837
    1039 CROWDSTRIKE HLDGS 240,447 171,238
    2682 DEXCOM 331,157 216,008
    700 GENERAC 236,119 124,698
    314400 JOHNSON & JOHNSON 3,532,284 51,360,384
    642 LULULEMON ATHLETICA 160,211 179,478
    555 META 70,526 75,302
    1276 MICROSOFT 381,649 297,180
    824 MOTOROLA 213,882 184,551
    462 MSCI 105,386 194,867
    1819 NIKE 255,255 151,195
    1866 NVIDIA CORP 91,586 226,514
    449 O'REILLY 302,241 315,804
    942 PALO ALTO 178,340 154,290
    1113 PAYPAL HLDGS 107,052 95,796
    10 READING INTL 0 33
    679 SERVICENOW 118,183 256,397
    631 THERMO FISHER 293,107 276,926
    1114 TRACTOR SUPPLY 228,874 207,070
    2103 TRADE DESK 118,277 125,654
    6242 UBER 247,580 165,413
    1159 VEEVA SYSTEMS 172,482 191,096
    1986 VISA 206,002 352,813
    1897 ZOETIS 196,162 281,306
    1700 VANGUARD DIV APPREC 291,613 229,772
    MORGAN STANLEY #538-036 3,599,171 3,684,296

    TY 2021 LegalFeesSchedule
    Name:
    BLANCHE & IRVING LAURIE FOUNDATION
    EIN:
    22-2489725
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KORF & ROSENBLATT LEGAL SERVICES 9,034     9,034


    TY 2021 OtherExpensesSchedule
    Name:
    BLANCHE & IRVING LAURIE FOUNDATION
    EIN:
    22-2489725
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 470 470    
    DUES 1,000     1,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BLANCHE & IRVING LAURIE FOUNDATION
    EIN:
    22-2489725
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VICT.CAP MGMT INVESTMENT ADVISORY 41,898 33,518   8,380
    MORG. STANLEY INVESTMENT ADVISORY 35,526 28,421   7,105
    HARVEY RICH & CO BOOKKP. FIN MGT 49,883 39,906   9,977
    KORF & ROSENBLATT PROG ADM/EXEC DIR 134,526 107,621   26,905


    TY 2021 TaxesSchedule
    Name:
    BLANCHE & IRVING LAURIE FOUNDATION
    EIN:
    22-2489725
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE 80,000      
    FOREIGN TAXES 1,998 1,998