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
ALAN & ESTHER FLEDER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4701 COLUMBUS STREET STE 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VIRGINIA BEACH, VA23451
A Employer identification number

51-0217379
B Telephone number (see instructions)

(757) 623-1062
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$2,869,211
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 75,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 40,458 39,718 40,458
4 Dividends and interest from securities... 2,066 2,066 2,066
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 117,524 41,784 42,524
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 25      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25 0   0
25 Contributions, gifts, grants paid....... 145,075 145,075
26 Total expenses and disbursements. Add lines 24 and 25 145,100 0   145,075
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -27,576
b Net investment income (if negative, enter -0-) 41,784
c Adjusted net income (if negative, enter -0-)... 42,524
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............. 5,020 29,920 29,920
2 Savings and temporary cash investments......... 2,787,782 2,741,136 2,741,136
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) 23,212 17,382 24,165
b Investments—corporate stock (attach schedule)....... 18,814 Click to see attachment18,814 73,990
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment10 Click to see attachment10  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,834,838 2,807,262 2,869,211
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,834,838 2,807,262
29 Total net assets or fund balances (see instructions)..... 2,834,838 2,807,262
30 Total liabilities and net assets/fund balances (see instructions). 2,834,838 2,807,262
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
2,834,838
2
Enter amount from Part I, line 27a .....................
2
-27,576
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,807,262
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
2,807,262
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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  
3 Add lines 1 and 2........................... 3 581
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 581
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,200
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.............. 7 1,200
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 10 619
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet619 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)
    bullet
    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 ofbulletLAWRENCE FLEDER Telephone no.bullet (757) 623-1062

    Located atbullet4701 COLUMBUS STREET SUITE 300VIRGINIA BEACHVA ZIP+4bullet23462
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
     
    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
    LAWRENCE FLEDER PRESIDENT
    000.00
    0 0 0
    4701 COLUMBUS STREET SUITE 300
    VIRGINIA BEACH,VA23462
    EILEEN KAHN VICE PRESIDE
    000.00
    0 0 0
    4701 COLUMBUS STREET SUITE 300
    VIRGINIA BEACH,VA23462
    SARA HARMON SECRETARY
    000.00
    0 0 0
    4701 COLUMBUS STREET SUITE 300
    VIRGINIA BEACH,VA23462
    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  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    94,489
    b
    Average of monthly cash balances.......................
    1b
    2,832,499
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,926,988
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,926,988
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    43,905
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,883,083
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    144,154
    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
    144,154
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    581
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    581
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    143,573
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    143,573
    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
    143,573
    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 7 143,573
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 144,844
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 145,075
    a Applied to 2020, but not more than line 2a 144,844
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 231
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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 ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    143,342
    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) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACHIEVABLE DREAM
    10858 WARWICK BLVD STE A
    NEWPORT NEWS,VA23601
        TO HELP KIDS IN SCHOOL 1,000
    ADDIE MAE COLLINS COMM SERV
    110 E 129TH ST
    NEW YORK,NY10035
        TO PROVIDE EDUCATION TO KIDS 288
    ALZHEIMERS ASSOCIATION
    322 8TH AVE 16TH FL
    NEW YORK,NY10001
        ALZHEIMERS RESEARCH 137
    AMERICAN CANCER SOCIETY
    250 WILLIAMS ST NW
    ATLANTA,GA30303
        CANCER RESEARCH 1,750
    AMERICAN FRIENDSMAGEN DAVID ADOM
    20 W 36TH ST STE 1100
    NEW YORK,NY10018
        TO PROVIDE MEDICAL CARE 4,000
    AMERICAN JEWISH JOINT DISTRIB COMM
    P O BOX 4124
    NEW YORK,NY10163
        TO PROVIDE JEWISH HUMANITARIAN HELP 500
    AMERICAN RED CROSS
    431 18TH ST NW
    WASHINGTON,DC20006
        DISASTER RELIEF 169
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06902
        DISASTER RELIEF 1,000
    ANTI-DEFAMATION LEAGUE
    1100 CONNECTICUT AVE NW
    WASHINGTON,DC20036
        TO PROVIDE EDUCATION TO THE PUBLIC 3,000
    BETH SHOLOM VILLAGE
    6401 AUBURN DR
    VIRGINIA BEACH,VA23464
        TO HELP ASSISTED LIVING FACILITIES 5,494
    BIG BROTHERSSISTERS OF ISRAEL
    450 E JOHN CARPENTER FWY
    IRVING,TX75062
        TO HELP SUPPORT JEWISH YOUTH 500
    BOSTON RESCUE MISSION
    39 KINGSTON ST
    BOSTON,MA02111
        TO HELP SUPPORT THE COMMUNITY 200
    CAPTIAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017
        TO PROVIDE MEALS TO THE PUBLIC 1,000
    CENTRAL SYNAGOGUE
    123 E 55TH ST
    NEW YORK,NY10022
        TO HELP SUPPORT THE JEWISH COMMUNITY 500
    CHAI LIFELINE
    151 W 30TH ST
    NEW YORK,NY10001
        TO HELP FAMILIES WITH CANCER 900
    CHABAD LUBAVITCH OF TIDEWATER
    1920 COLLEY AVE
    NORFOLK,VA23517
        TO HELP SUPPORT THE JEWISH COMMUNITY 500
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH ST
    BOSTON,MA02110
        TO HELP SUPPORT JEWISH COMMUNITIES 800
    CURE ALZHEIMER'S FUND
    34 WASHINGTON ST
    SUITE 310
    WELLESLEY HILLS,MA02481
        ALZHEIMER'S RESEARCH 2,500
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE
    BETHESDA,MD20814
        MEDICAL RESEARCH/DISEASE CONTROL 200
    DA TAYLOR MEMORIAL SCHOLARSHIP FUND
    102 W MAIN ST STE 4500
    NORFOLK,VA23510
        TO PROVIDE UNDERGRADUATE EDUCATION 50
    EXPERIMENTAL STATION
    GATE ROAD
    WILMINGTON,DE19806
        RESEARCH AND DEVELOPMENT 250
    FEED THE CHILDREN
    333 N MERIDIAN
    OKLAHOMA CITY,OK73107
        TO PROVIDE FOOD FOR HUNGRY CHILDREN 150
    FOR KIDS INC
    4200 COLLEY AVE A
    NORFOLK,VA23508
        TO PROVIDE SUPPORT FOR THE HOMELESS 250
    FRIENDS OF ISRAELI DEFENCE FORCES
    P O BOX 4224
    NEW YORK,NY10163
        TO BENEFIT SOLDIERS OF IDF 5,360
    GIFT OF LIFE MARROW REGISTRY
    800 YAMATO RD STE 101
    BOCA RATON,FL33431
        BLOOD CANCER RESEARCH 2,500
    GREATER BOSTON FOOD BANK
    70 S BAY AVE
    BOSTON,MA02118
        TO HELP SUPPORT THE COMMUNITY 200
    HADASSAH FOUNDATION
    40 WALL ST
    NEW YORK,NY10005
        TO SUPPORT ISRAEL AND US WORKFORCE 10,000
    HADASSAH GREATER WASHINGTON AREA CH
    11900 PARKLAWN DRIVE
    STE 350
    ROCKVILLE,MD20852
        TO SUPPORT ISRAEL AND US WORKFORCE 1,000
    HEBREW ACADEMY OF TIDEWATER
    5000 CORPORATE WOODS DR
    VIRGINIA BEACH,VA23462
        TO PROVIDE EDUCATION TO COMMUNITIES 500
    HEBREW HOME OF GREATER WASHINGTON
    6121 MONTROSE RD
    ROCKVILLE,MD20852
        TO HELP SUPPORT GUARDIAN CAMPAIGN 4,000
    HOLOCAUST COMMISSION OF UJFT
    5000 CORPORATE WOODS DR
    VIRGINIA BEACH,VA23462
        TO PROVIDE HOLOCAUST EDUCATION 500
    INADCURE FOUNDATION
    P O BOX 11232
    FAIRFIELD,NJ07004
        TO SUPPORT MEDICAL RESEARCH FOR INAD 118
    INTERROGATING JUSTICE
    11 S 12TH ST
    RICHMOND,VA23219
        TO SUPPORT JUSTICE INEQUALITIES 250
    ISRAEL CANCER RESEARCH FUND
    52 VANDERBILT AVE 1510
    NEW YORK,NY10017
        CANCER RESEARCH 100
    ITHACA COLLEGE
    953 DANBY RD
    ITHACA,NY14850
        TO SUPPORT EDUCATION 2,500
    JCC OF GREATER BOSTON
    333 NAHANTON ST
    NEWTON,MA02459
        TO HELP SUPPORT THE COMMUNITY 806
    JCC KRUG CAMP FUND
    5000 CORPORATE WOODS DR
    VIRGINIA BEACH,VA23462
        TO HELP SUPPORT THE COMMUNITY 1,000
    JCC ZAHAV
    401 S BROAD ST
    PHILADELPHIA,PA19147
        TO HELP SUPPORT THE COMMUNITY 5,000
    JCC OF MANHATTAN
    334 AMSTERDAM AVE W 76TH
    NEW YORK,NY10023
        TO HELP SUPPORT THE COMMUNITY 360
    JEWISH ADOPTION FAMILY CARE
    4200 N UNIVERSITY DR
    SUNRISE,FL33351
        TO HELP SUPPORT KIDS IN NEED 5,000
    JEWISH ASSOC FOR RESIDENTIAL CARE
    21160 95TH AVE S
    BOCA RATON,FL33428
        TO HELP SUPPORT THE COMMUNITY 3,300
    JEWISH BIG SISTER OF GREATER BOSTON
    333 NAHANTON ST
    NEWTON,MA02459
        TO HELP SUPPORT JEWISH YOUTH 350
    JEWISH COALITION AGAINST DOMESTIC
    143 ROLLINS AVE
    ROCKVILLE,MD20847
        TO COMBAT DOMESTIC ABUSE 1,500
    JEWISH COMM HOUSING FOR THE ELDERLY
    30 WALLINGFORD RD
    BRIGHTON,MA02135
        TO PROVIDE HOUSING FOR SENIORS 300
    JEWISH COMM RELATIONS COUNCIL
    6101 EXECUTIVE BLVD 300
    NORTH BETHESDA,MD20852
        TO HELP SUPPORT THE COMMUNITY 2,500
    JEWISH COUNCIL FOR THE AGING
    12320 PARKLAWN DR
    ROCKVILLE,MD20852
        TO HELP LOCAL SENIORS 2,000
    JEWISH FAMILY SERVICES
    5000 CORPORATE WOODS DR
    VIRGINIA BEACH,VA23462
        TO HELP SUPPORT THE COMMUNITY 2,350
    JEWISH NATIONAL FUND-UKRAINE RELIEF
    42 EAST 69TH STREET
    NEW YORK,NY10021
        TO HELP SUPPORT THE COMMUNITY 3,000
    JEWISH SOCIAL SERVICE AGENCY
    6123 MONTROSE RD
    ROCKVILLE,MD20852
        TO HELP SUPPORT THE COMMUNITY 2,500
    JEWISH UNITED FUND
    BEN GURION WAY
    30 S WELLS ST
    CHICAGO,IL60606
        TO HELP SUPPORT THE COMMUNITY 500
    JIMMY FUNDDANA FARBER CANCER INST
    450 BROOKLINE AVE
    BOSTON,MA02215
        CANCER RESEARCH 400
    JOY FUND
    150 W BRAMBLETON AVE
    NORFOLK,VA23510
        TO SUPPORT UNDER-PRIVILEDGED KIDS 50
    KENNEDY CENTER FOR PERFORMING ARTS
    2700 F ST NW
    WASHINGTON,DC20566
        TO HELP PROMOTE THE ARTS 1,000
    LEUKEMIA LYMPHOMA SOCIETY
    3 INTERNATIONAL DR
    STE 200
    RYE BROOK,NY10573
        MEDICAL RESEARCH/DISEASE CONTROL 133
    MADD
    511 E JOHN CARPENTER FRWY
    IRVING,TX75062
        TO HELP PREVENT DRUNK DRIVING 150
    MAKE A WISH FOUNDATION
    1702 E HIGHLAND AVE 400
    PHOENIX,AZ85016
        TO HELP PROVIDE FOR SICK CHILDREN 268
    MANDEL JCC OF THE PALM BEACHES
    5221 HOOD RD
    PALM BCH GARDENS,FL33418
        TO HELP SUPPORT JEWISH COMMUNITY 750
    MARINE TOYS FOR TOTS FOUNDATION
    18251 QUANTICO GATEWAY DR
    TRIANGLE,VA22172
        TO PROVIDE TOYS FOR CHILDREN 100
    MERCY SHIPS
    15862 TX-110 N
    LINDALE,TX75771
        TO PROVIDE MEDICAL CARE WHERE NEEDED 900
    MOCA
    2200 PARKS AVE
    VIRGINIA BEACH,VA23451
        TO HELP SUPPORT CONTEMPORARY ART 5,000
    MORSELIFE FOUNDATION
    4920 LORING DR
    WEST PALM BEACH,FL33417
        TO PROVIDE SUPPORT FOR SENIORS 1,500
    MUSCULAR DYSTROPHY ASSOCIATION
    1503 SANTA ROSA RD 120
    RICHMOND,VA23229
        MUSCULAR DYSTROPHY RESEARCH 275
    MYRA H KRAFT GIVING BACK FUND
    1 PATRIOT PL
    FOXBOROUGH,MA02035
        TO HELP SUPPORT EDUCATION 1,000
    NATIONAL GALLERY OF ART
    CONSTITUTION AVE NW
    WASHINGTON,DC20565
        TO HELP SUPPORT THE ARTS 700
    NATIONAL KIDNEY FOUNDATION
    30 EAST 33RD ST
    NEW YORK,NY10016
        MEDICAL RESEARCH/DISEASE CONTROL 350
    NATIONAL MS SOCIETY
    42000 INNSLAKE DR STE 301
    GLEN ALLEN,VA23060
        MEDICAL RESEARCH/DISEASE CONTROL 250
    NATIONAL PARKINSON'S FOUNDATION
    1359 BROADWAY
    NEW YORK,NY10018
        PARKINSON'S RESEARCH 325
    NAUTICUS
    1 WATERSIDE DR
    NORFOLK,VA23510
        TO HELP SUPPORT EDUCATION 1,000
    NEW ORLEANS ABORTION FUND
    P O BOX 850773
    NEW ORLEANS,LA70185
        TO SUPPORT WOMENS HEALTH 250
    NORFOLK ACADEMY
    1585 WESLEYAN DR
    NORFOLK,VA23502
        TO HELP SUPPORT EDUCATION 5,050
    OPERATION SMILE
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453
        TO HELP CHILDHOOD FACIAL DEFORMITIES 300
    PARK AVENUE SYNAGOGUE
    50 E 87TH ST
    NEW YORK,NY10128
        TO HELP SUPPORT JUDAISM 1,994
    PARTNERS IN HEARING
    P O BOX 572
    MOUNT KISCO,NY10128
        TO HELP SUPPORT DEAF CHILDREN 118
    PLANNED PARENTHOOD OF COLORADO
    3480 CENTENNIAL BLVD
    COLORADO SPRINGS,CO80907
        TO SUPPORT WOMENS HEALTH 800
    PLANNED PARENTHOOD OF PALM BEACH
    931 VILLAGE BLVD STE 904
    WEST PALM BEACH,FL33409
        TO SUPPORT WOMENS HEALTH 800
    PROJECT BREADWALK FOR HUNGER
    145 BORDER ST
    BOSTON,MA02128
        TO HELP SUPPORT FEEDING THE HUNGRY 200
    PROJECT KENYA INTERNATIONAL
    P O BOX 6920
    MARYVILLE,TN37801
        TO SUPPORT PEOPLE IN KENYA 500
    SCOPE
    100 LAWRENCE AVE
    SMITHTOWN,NY11787
        TO SUPPORT EDUCATION 180
    SO OTHERS MIGHT EAT
    71 O ST SW
    WASHINGTON,DC20001
        TO HELP SUPPORT HOMELESS/ELDERLY 150
    SPECIAL OLYMPICS
    1133 19TH ST NW
    WASHINGTON,DC20036
        TO SUPPORT PEOPLE WITH DISABILITIES 150
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    2620 DANNY THOMAS PL
    MEMPHIS,TN38105
        TO HELP SUPPORT MEDICAL RESEARCH 300
    STRATHMORE
    5301 TUCKERMAN LN
    NORTH BETHESDA,MD20852
        TO PROMOTE THE ARTS 250
    STRELITZ INTERNATIONAL ACADEMY
    5000 CORPORATE WOODS DR
    180
    VIRGINIA BEACH,VA23462
        TO SUPPORT EDUCATION 400
    SUSAN G KOMEN FOR THE CURE
    13770 NOEL RD STE 801889
    DALLAS,TX75380
        BREAST CANCER RESEARCH 500
    SYRACUSE UNIVERSITY
    900 SOUTH CROUSE AVE
    SYRACUSE,NY13244
        TO HELP SUPPORT EDUCATION 250
    TEMPLE ISRAEL
    7255 GRANBY ST
    NORFOLK,VA23505
        TO HELP SUPPORT GENERAL CAUSES 3,500
    TEMPLE ISRAEL SISTERHOOD
    7255 GRANBY ST
    NORFOLK,VA23505
        TO HELP SUPPORT JEWISH SISTERHOOD 125
    TEMPLE ISRAEL TORAH FUND
    7255 GRANBY ST
    NORFOLK,VA23505
        TO HELP SUPPORT JUDAISM 25
    TEMPLE OHABEI SHALOM
    1187 BEACON ST
    BROOKLINE,MA02446
        TO HELP SUPPORT GENERAL CAUSES 1,000
    THE DOE FUND
    345 E 102ND ST 305
    NEW YORK,NY10029
        TO HELP SUPPORT THE HOMELESS 500
    THE INNOCENCE PROJECT
    40 WORTH ST
    NEW YORK,NY10013
        TO SUPPORT THE WRONGFULLY ACCUSED 500
    THE KIND KITCHEN OF PALM BEACH
    844 PROSPERITY FARMS RD
    NORTH PALM BEACH,FL33408
        TO HELP THE HOMELESS 1,000
    THE V FDN FOR CANCER RESEARCH
    14600 WESTON PKWY
    CARY,NC27513
        CANCER RESEARCH 200
    US FUND FOR UNICEF UNITE CHILDREN
    125 MAIDEN LANE
    NEW YORK,NY10038
        TO HELP SUPPORT COMMUNITIES FOR KIDS 300
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBURG PL
    WASHINGTON,DC20024
        TO PROVIDE EDUCATION PROGRAMS 5,000
    UJA FEDERATION OF NEW YORK
    30 E 59TH ST
    NEW YORK,NY10022
        TO PROVIDE EDUCATION PROGRAMS 3,600
    UNITED JEWISH FED OF TIDEWATER
    5000 CORPORATE WOODS DR
    VIRGINIA BEACH,VA23462
        TO HELP SUPPORT CHILDREN'S EDUCATION 3,000
    UJFT FLEDER MULTIPURPOSE ROOM
    5000 CORPORATE WOODS DR
    VIRGINIA BEACH,VA23462
        TO PROVIDE EDUCATIONAL PROGRAMS 4,000
    UJFT HOLOCAUST COMM YOM HASHOAH
    5000 CORPORATE WOODS DR
    VIRGINIA BEACH,VA23462
        TO PROVIDE EDUCATIONAL PROGRAMS 6,000
    UNION MISSION MINISTRIES
    5100 E VA BEACH BLVD
    NORFOLK,VA23502
        TO HELP SUPPORT THOSE IN NEED 500
    UNITED WAY OF SOUTH HAMPTON ROADS
    2515 WALMER AVE
    NORFOLK,VA23513
        TO HELP SUPPORT THE COMMUNITY 1,000
    UNITED WAY OF SOUTHEAST LOUISIANA
    2515 CANAL ST
    NEW ORLEANS,LA70119
        TO HELP SUPPORT THE COMMUNITY 250
    UWEZA FOUNDATION
    P O BOX 2849
    NEW YORK,NY10163
        TO HELP EMPOWER KENYA YOUTH 1,000
    VIRGINIA ARTS FESTIVAL
    440 BANK ST
    NORFOLK,VA23510
        TO HELP PROMOTE THE ARTS 500
    VIRGINIA BEACH VOLUNTEER RESCUE
    740 VA BEACH BLVD
    VIRGINIA BEACH,VA23451
        TO HELP PROVIDE COMMUNITY SERVICES 500
    VIRGINIA OPERA ASSOCIATION
    160 VA BEACH BLVD
    NORFOLK,VA23510
        TO HELP PROMOTE THE ARTS 250
    VIRGINIA STAGE COMPANY
    110 E TAZEWELL ST
    NORFOLK,VA23510
        TO HELP PROMOTE THE ARTS 250
    VIRGINIA SYMPHONY
    150 BOUSH ST 201
    NORFOLK,VA23510
        TO HELP PROMOTE THE ARTS 250
    WHEELCHAIR FOUNDATION
    3820 BLACKHAWK ROAD
    DANVILLE,CA94506
        TO PROVIDE WHEELCHAIRS WHERE NEEDED 100
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW
    WASHINGTON,DC20001
        TO PROVIDE FOOD RELIEF 2,500
    YOUNG AUDIENCES OF VIRGINIA
    420 N CENTER DR 239
    NORFOLK,VA23502
        TO HELP PROMOTE THE ARTS 250
    Total .................................bullet 3a 145,075
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
            40,458
    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 ............
             
    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) ..     42,524
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    42,524
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ALAN & ESTHER FLEDER FOUNDATION
    EIN:
    51-0217379
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA STOCK 6500 SHS 18,814 73,990

    TY 2021 OtherAssetsSchedule
    Name:
    ALAN & ESTHER FLEDER FOUNDATION
    EIN:
    51-0217379
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CHARTER FEE 10 10  


    TY 2021 TaxesSchedule
    Name:
    ALAN & ESTHER FLEDER FOUNDATION
    EIN:
    51-0217379
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REGISTRATION FEE 25