Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

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 04-01-2021 , and ending 03-31-2022
Name of foundation
DOROT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10 DAVOL SQUARE SUITE 100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PROVIDENCE, RI029034752
A Employer identification number

13-6116927
B Telephone number (see instructions)

(401) 351-8866
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$152,678,758
J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 9,768 9,768  
4 Dividends and interest from securities... 1,411,347 1,411,347  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,918,457
b Gross sales price for all assets on line 6a 27,754,007
7 Capital gain net income (from Part IV, line 2)... 9,918,457
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)....... 77,689 2,004  
12 Total. Add lines 1 through 11........ 11,417,261 11,341,576  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 353,529 0   353,529
14 Other employee salaries and wages...... 418,639 0   418,639
15 Pension plans, employee benefits....... 198,678 0   198,678
16a Legal fees (attach schedule)......... 24,990 0   24,990
b Accounting fees (attach schedule)....... 163,601 0   163,601
c Other professional fees (attach schedule).... 2,412,758 1,514,463   898,295
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 22,350 22,350   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 11,245 0   11,245
21 Travel, conferences, and meetings....... 27,246 0   27,246
22 Printing and publications.......... 955 0   955
23 Other expenses (attach schedule)....... 221,120 1,221   219,899
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,855,111 1,538,034   2,317,077
25 Contributions, gifts, grants paid....... 5,237,426 5,237,426
26 Total expenses and disbursements. Add lines 24 and 25 9,092,537 1,538,034   7,554,503
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,324,724
b Net investment income (if negative, enter -0-) 9,803,542
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............. 573,016 664,801 664,801
2 Savings and temporary cash investments......... 34,575,369 30,208,845 30,208,845
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 123,560,633 Click to see attachment121,804,062 121,804,062
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 attachment0 Click to see attachment1,050 Click to see attachment1,050
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 158,709,018 152,678,758 152,678,758
Liabilities 17 Accounts payable and accrued expenses..........   6,524
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 6,524
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........... 158,709,018 152,672,234
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 158,709,018 152,672,234
30 Total liabilities and net assets/fund balances (see instructions). 158,709,018 152,678,758
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
158,709,018
2
Enter amount from Part I, line 27a .....................
2
2,324,724
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
161,033,742
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,361,508
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
152,672,234
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 PUBLICLY TRADED SECURITIES      
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 27,754,007   17,835,550 9,918,457
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       9,918,457
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 9,918,457
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........................... 3 136,269
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- ..... 5 136,269
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 184,957
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 184,957
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 48,688
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet48,688 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, RI
    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 ofbulletBRAUNA DOIDGE SENIOR DIRECTOR OF FINANCE Telephone no.bullet (401) 351-8866

    Located atbullet10 DAVOL SQUARE SUITE 100PROVIDENCERI ZIP+4bullet029034752
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (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
     
    No
    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
    JEANE UNGERLEIDER DIRECTOR, PRESIDENT
    8.00
    0 0 0
    10 DAVOL SQUARE SUITE 100
    PROVIDENCE,RI029034752
    SIMEON SPRINGER DIRECTOR, TREASURER
    8.00
    0 0 0
    10 DAVOL SQUARE SUITE 100
    PROVIDENCE,RI029034752
    SARA NATHAN DIRECTOR, SECRETARY
    8.00
    0 0 0
    10 DAVOL SQUARE SUITE 100
    PROVIDENCE,RI029034752
    STEVEN JACOBSON EXECUTIVE DIRECTOR
    40.00
    202,539 33,991 600
    10 DAVOL SQUARE SUITE 100
    PROVIDENCE,RI029034752
    MICHAEL HILL EXECUTIVE V.P. (THRU 12.31.20)
    40.00
    150,990 25,573 0
    10 DAVOL SQUARE SUITE 100
    PROVIDENCE,RI029034752
    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
    AAREN ALPERT DIRECTOR DFI PROGRAM
    40.00
    131,923 12,189 900
    10 DAVOL SQUARE SUITE 100
    PROVIDENCE,RI029034752
    BRAUNA DOIDGE SENIOR DIRECTOR OF F
    40.00
    119,350 22,274 651
    10 DAVOL SQUARE SUITE 100
    PROVIDENCE,RI029034752
    ROSEMARY ADDISON GRANTS MANAGER
    40.00
    100,635 16,602 1,587
    10 DAVOL SQUARE SUITE 100
    PROVIDENCE,RI029034752
    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
    GREENHAVEN ASSOCIATES INC INVESTMENT MANAGEMENT AND ADVISORY 700,035
    3 MANHATTANVILLE ROAD
    PURCHASE,NY105772116
    DOROT FELLOWS LTD PHILANTHROPIC CONSULTANTS 600,000
    6/35 ISRAEL ELDAD STREET
      JERUSALEM9339910
    IS
    NEUBERGER BERMAN INVESTMENT ADVISERS LLC INVESTMENT MANAGEMENT AND ADVISORY 450,592
    1290 AVE OF THE AMERICAS
    NEW YORK,NY101040105
    FIRST MANHATTAN CO INVESTMENT MANAGEMENT AND ADVISORY 363,836
    399 PARK AVENUE
    NEW YORK,NY100224614
    MARKS PANETH LLP BOOKKEEPING 135,974
    685 THIRD AVENUE 4TH FLOOR
    NEW YORK,NY100178408
    Total number of others receiving over $50,000 for professional services.............bullet3
    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 THE DOROT FELLOWSHIP IN ISRAEL ("DFI") PROGRAM IS DESIGNED TO ASSEMBLE AND EMPOWER A NETWORK OF YOUNG JEWISH LAY LEADERS TO ENLIVEN THE NORTH AMERICAN JEWISH LANDSCAPE. EVERY YEAR, DOROT FELLOWS FROM THE UNITED STATES AND CANADA ARE CHOSEN TO LIVE IN ISRAEL FOR 10 MONTHS, WHERE THEY DEVELOP SKILLS, ACQUIRE EXPERIENCE, AND BROADEN THE NETWORKS REQUIRED FOR COLLABORATIVE JEWISH LEADERSHIP. EACH FELLOW DEVISES A PERSONAL LEARNING PROGRAM, COMPRISED OF FORMAL AND EXPERIENTIAL LEARNING. DOROT FELLOWS SHARE IN A COLLABORATIVE LEARNING COMMUNITY IN WHICH ALL MEMBERS TAKE RESPONSIBILITY FOR DEVELOPING AND EXECUTING A COMMUNAL LEARNING AGENDA THROUGHOUT THE YEAR. UPON THEIR RETURN FROM ISRAEL, FELLOWS PARTICIPATE IN THE DOROT ALUMNI NETWORK, A CADRE OF THOUGHT LEADERS, INNOVATORS, REFORMERS, ORGANIZERS AND ACTIVISTS WHO ARE WORKING TOGETHER TO ENLIVEN THE NORTH AMERICAN JEWISH LANDSCAPE. 1,146,493
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    127,291,688
    b
    Average of monthly cash balances.......................
    1b
    37,881,765
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    165,173,453
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    165,173,453
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,477,602
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    162,695,851
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    8,134,793
    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
    8,134,793
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    136,269
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    136,269
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,998,524
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    50,000
    5
    Add lines 3 and 4............................
    5
    8,048,524
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    8,048,524
    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 8,048,524
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,773,060
    b From 2017......  
    c From 2018...... 356,518
    d From 2019......  
    e From 2020...... 1,074,049
    f Total of lines 3a through e ........ 3,203,627
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 7,554,503
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 7,554,503
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 494,021 494,021
    (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 2,709,606
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    1,279,039
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    1,430,567
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 356,518
    c Excess from 2019....  
    d Excess from 2020.... 1,074,049
    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
    ALLIANCE FOR JUSTICE
    11 DUPONT CIRCLE NW SUITE 500
    WASHINGTON,DC200361237
    N/A PC GENERAL OPERATING 144,000
    ALLIANCE FOR JUSTICE
    11 DUPONT CIRCLE NW SUITE 500
    WASHINGTON,DC200361237
    N/A PC HONORING NAN AARON 50,000
    AMERICA-ISRAEL CULTURAL FOUNDATION INC
    PO BOX 237133
    NEW YORK,NY100230030
    N/A PC JERUSALEM CULTURE UNLIMITED - GENERAL OPERATING 30,000
    AMERICAN JEWISH WORLD SERVICES INC
    45 WEST 36 STREET
    NEW YORK,NY100187904
    N/A PC GENERAL OPERATING 50,000
    AMERICAN JEWISH WORLD SERVICES INC
    45 WEST 36 STREET
    NEW YORK,NY100187904
    N/A PC COVID-19 RELIEF 25,000
    AVODAH THE JEWISH SERVICE CORPS INC
    125 MAIDEN LANE SUITE 8B
    NEW YORK,NY100385041
    N/A PC GENERAL OPERATING 95,000
    BELOVED BUILDERS INC
    123 CAMBRIDGE PLACE
    BROOKLYN,NY112382401
    N/A PC GENERAL OPERATING 15,000
    BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE
    330 SEVENTH AVENUE 19TH FLOOR
    NEW YORK,NY100015773
    N/A PC JEWISH SOCIAL JUSTICE ROUNDTABLE - GENERAL OPERATING 30,000
    BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE
    330 SEVENTH AVENUE 19TH FLOOR
    NEW YORK,NY100015773
    N/A PC GENERAL OPERATING 100,000
    BROWN HILLEL FOUNDATION
    80 BROWN STREET
    PROVIDENCE,RI029061340
    N/A PC NARROW BRIDGE PROJECT 13,500
    CAMBRIDGE COLLEGE INC
    OFFICE OF INSTITUTIONAL ADVANCEMENT
    500 RUTHERFORD AVENUE
    BOSTON,MA021291667
    N/A PC GENERAL OPERATING 50,000
    CITIZEN SCHOOLS INC
    1 BEACON STREET SUITE 1500
    BOSTON,MA021083139
    N/A PC EMILY MCCANN TRIBUTE FUND 100,000
    CITIZEN SCHOOLS INC
    1 BEACON STREET SUITE 1500
    BOSTON,MA021083139
    N/A PC EMILY MCCANN TRIBUTE FUND 50,000
    COLLEGE FOR SOCIAL INNOVATION INC
    89 SOUTH STREET SUITE 407
    BOSTON,MA021112766
    N/A PC GENERAL OPERATING 100,000
    COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
    KRAFT FAMILY BUILDING 126 HIGH
    STREET
    BOSTON,MA021102707
    N/A PC UKRAINE RELIEF 25,000
    DANA-FARBER CANCER INSTITUTE INC
    450 BROOKLINE AVENUE BP418
    BOSTON,MA022155418
    N/A PC GENERAL OPERATING 40,000
    DOROT INC
    171 WEST 85TH STREET
    NEW YORK,NY100244400
    N/A PC GENERAL OPERATING 25,000
    ENCOUNTER PROGRAMS INCORPORATED
    25 BROADWAY FLOOR 9
    NEW YORK,NY100041058
    N/A PC GENERAL OPERATING 75,000
    EPIPHANY SCHOOL INC
    154 CENTRE STREET
    DORCHESTER,MA021242311
    N/A PC GENERAL OPERATING 47,000
    EYE TO EYE INC
    50 BROAD STREET SUITE 1702
    NEW YORK,NY100042352
    N/A PC GENERAL OPERATING 90,000
    FJC
    31 WEST 34TH STREET SUITE 8026
    NEW YORK,NY100013030
    N/A PC THE KIRVA INSTITUTE (DAVID JAFFE) - GENERAL OPERATING 7,500
    FOOTSTEPS INC
    114 JOHN STREET UNIT 930
    NEW YORK,NY102729948
    N/A PC GENERAL OPERATING 50,000
    HAND IN HAND AMERICAN FRIENDS OF THE CENTER FOR JEWISH-ARAB EDUCATION IN IS
    2020 SW MULTNOMAH BOULEVARD SUITE
    204
    PORTLAND,OR972193587
    N/A PC GENERAL OPERATING 50,000
    HAZON INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY100041010
    N/A PC GENERAL OPERATING 110,000
    HEBREW COLLEGE
    160 HERRICK ROAD
    NEWTON,MA024592237
    N/A PC GENERAL OPERATING 25,000
    HEBREW COLLEGE
    160 HERRICK ROAD
    NEWTON,MA024592237
    N/A PC CAPITAL CAMPAIGN 250,000
    HEBREW COLLEGE
    160 HERRICK ROAD
    NEWTON,MA024592237
    N/A PC OPEN CIRCLE SOCIAL ACTION PROGRAM 30,000
    HEBREW FREE LOAN SOCIETY INC
    675 THIRD AVENUE SUITE 1900
    NEW YORK,NY100175727
    N/A PC GENERAL OPERATING 80,000
    INSTITUTE FOR JEWISH SPIRITUALITY INC
    121 WEST 27TH STREET SUITE 404
    NEW YORK,NY100016263
    N/A PC GENERAL OPERATING 45,000
    INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DRIVE
    BOSTON,MA022101870
    N/A PC GENERAL OPERATING 25,000
    INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DRIVE
    BOSTON,MA022101870
    N/A PC HR - DEIAB 70,000
    J STREET EDUCATION FUND INC
    PO BOX 66073
    WASHINGTON,DC200356073
    N/A PC GENERAL OPERATING 40,000
    JEWISH BOOK COUNCIL
    520 8TH AVENUE 4TH FLOOR
    NEW YORK,NY100184393
    N/A PC GENERAL OPERATING 5,000
    JEWISH COUNCIL FOR PUBLIC AFFAIRS
    116 EAST 27TH STREET
    NEW YORK,NY100168942
    N/A PC RESETTING THE TABLE - GENERAL OPERATING 40,000
    JEWISH WOMENS ARCHIVE INC
    138 HARVARD STREET
    BROOKLINE,MA024466424
    N/A PC GENERAL OPERATING 50,000
    JEWISH WOMENS ARCHIVE INC
    138 HARVARD STREET
    BROOKLINE,MA024466424
    N/A PC 25TH ANNIVERSARY 25,000
    JEWS UNITED FOR JUSTICE INC
    PO BOX 41485
    WASHINGTON,DC200180885
    N/A PC THE COLLABORATIVE FOR JEWISH ORGANIZING HOUSED AT JEWISH UNITED FOR JUSTICE - GENERAL OPERATING 50,000
    JOIN FOR JUSTICE INC
    PO BOX 51248
    BOSTON,MA022051248
    N/A PC GENERAL OPERATING 75,000
    JUST VISION INC
    1835 7TH STREET NW 110
    WASHINGTON,DC200013107
    N/A PC GENERAL OPERATING 75,000
    KEHILAT HADAR (THE HADAR INSTITUTE)
    190 AMSTERDAM AVENUE
    NEW YORK,NY100235034
    N/A PC GENERAL OPERATING 75,000
    KESHET INC
    284 AMORY STREET SUITE 4
    BOSTON,MA021302340
    N/A PC GENERAL OPERATING 25,000
    LAW FORWARD INC
    PO BOX 326
    MADISON,WI537030326
    N/A PC GENERAL OPERATING 100,000
    LAWYERS FOR CHILDREN INC
    110 LAFAYETTE STREET 8TH FLOOR
    NEW YORK,NY100134188
    N/A PC GENERAL OPERATING 230,000
    MASSACHUSETTS GENERAL HOSPITAL
    100 CAMBRIDGE STREET SUITE 2100
    BOSTON,MA021142509
    N/A PC THE SCHWARTZ CENTER FOR COMPASSIONATE CARE - GENERAL OPERATING 40,000
    MASSACHUSETTS GENERAL HOSPITAL
    100 CAMBRIDGE STREET SUITE 2100
    BOSTON,MA021142509
    N/A PC THE SCHWARTZ CENTER FOR COMPASSIONATE CARE - HIRING A MEMBERSHIP EXPERIENCE ADVISOR 30,000
    MOVING TRADITIONS
    8380 OLD YORK ROAD SUITE 4300
    ELKINS PARK,PA190271575
    N/A PC GENERAL OPERATING 50,000
    MOVING TRADITIONS
    8380 OLD YORK ROAD SUITE 4300
    ELKINS PARK,PA190271575
    N/A PC MARKING AND COMMUNICATIONS EFFORTS 25,000
    MOVING TRADITIONS
    8380 OLD YORK ROAD SUITE 4300
    ELKINS PARK,PA190271575
    N/A PC KOL KOLEINU FELLOWSHIP 10,000
    NATIONAL NETWORK OF ABORTION FUNDS
    9450 SW GEMINI DRIVE PMB 16009
    BEAVERTON,OR970087105
    N/A PC GENERAL OPERATING 100,000
    NATIONAL WOMENS HEALTH NETWORK INC
    1413 K STREET NW 4TH FLOOR
    WASHINGTON,DC200054577
    N/A PC PLAN C 50,000
    NEW ISRAEL FUND
    437 NEWTONVILLE AVENUE SUITE 4
    NEWTON,MA024601934
    N/A PC GENERAL OPERATING 300,000
    NEW ISRAEL FUND
    437 NEWTONVILLE AVENUE SUITE 4
    NEWTON,MA024601934
    N/A PC FILM - DYING DOESN'T FEEL LIKE WHAT I'M DOING 12,000
    NEW ISRAEL FUND
    437 NEWTONVILLE AVENUE SUITE 4
    NEWTON,MA024601934
    N/A PC ISRAEL CENTER FOR EDUCATIONAL INNOVATION - GENERAL OPERATING 60,000
    NEW ISRAEL FUND
    437 NEWTONVILLE AVENUE SUITE 4
    NEWTON,MA024601934
    N/A PC ISRAEL CENTER FOR EDUCATIONAL INNOVATION - NETWORK CAPACITY 20,000
    NLI USA INC
    25 WEST 45TH STREET SUITE 701
    NEW YORK,NY100364915
    N/A PC CLINTON BAILEY'S WORK 40,000
    P E F ISRAEL ENDOWMENT FUNDS INC
    630 THIRD AVENUE 15 FLOOR
    NEW YORK,NY100176939
    N/A PC KOL HANESHAMA - GENERAL OPERATING 75,000
    PROTECT DEMOCRACY PROJECT
    82 NASSAU STREET PMB 601
    NEW YORK,NY100383703
    N/A PC GENERAL OPERATING 100,000
    SISTERSONG INC
    PO BOX 94408
    ATLANTA,GA303771408
    N/A PC GENERAL OPERATING 50,000
    SOCIAL GOOD FUND
    PO BOX 5473
    RICHMOND,CA948050473
    N/A PC DAYENU - GENERAL OPERATING 100,000
    SOCIAL GOOD FUND
    PO BOX 5473
    RICHMOND,CA948050473
    N/A PC DAYENU - HEAR THE CALL CAMPAIGN 92,000
    T RUAH (THE RABBINIC CALL FOR HUMAN RIGHTS)
    333 SEVENTH AVENUE 1ST FLOOR
    NEW YORK,NY100015004
    N/A PC GENERAL OPERATING 45,000
    T RUAH (THE RABBINIC CALL FOR HUMAN RIGHTS)
    333 SEVENTH AVENUE 1ST FLOOR
    NEW YORK,NY100015004
    N/A PC HIRING A FOUNDATION MANAGER 30,000
    THE BROTHERHOOD SISTER SOL INC
    140 HAMILTON PLACE
    NEW YORK,NY100316817
    N/A PC GENERAL OPERATING 50,000
    THE GREATER BOSTON FOOD BANK INC
    70 SOUTH BAY AVENUE
    BOSTON,MA021182704
    N/A PC GENERAL OPERATING 100,000
    THE SHABBAT PROJECT CHICAGO
    79 MADISON AVENUE 8TH FLOOR
    NEW YORK,NY100167810
    N/A PC ONETABLE - GENERAL OPERATING 50,000
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA941399389
    N/A PC MOVEMENT VOTER FUND 100,000
    UNION FOR REFORM JUDAISM
    633 THIRD AVENUE 7TH FLOOR
    NEW YORK,NY100176790
    N/A PC GENERAL OPERATING 325,000
    UNION FOR REFORM JUDAISM
    633 THIRD AVENUE 7TH FLOOR
    NEW YORK,NY100176790
    N/A PC ESTABLISH RAC - MA 75,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVENUE
    MADISON,WI537264090
    N/A PC STATE DEMOCRACY RESEARCH INITIATAIVE 50,000
    WOMEN MAKE MOVIES INC
    115 WEST 29TH STREET SUITE 1200
    NEW YORK,NY100015059
    N/A PC MULTITUDE FILMS 50,000
    YEAR UP INC
    45 MILK STREET 9TH FLOOR
    BOSTON,MA021105165
    N/A PC GENERAL OPERATING 100,000
    BERNSTEIN ANNA LEAH
    7100 AMY LANE
    BETHESDA,MD208174818
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 500
    GASIC EMILIJA
    4465 E GENESEE STREET
    SYRACUSE,NY132142229
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 600
    GOLDSTEIN RABBI LISA
    250 CABRINI BOULEVARD APARTMENT 3H
    NEW YORK,NY100331155
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 1,000
    HINDEN RITA
    5607 COUNTRY ROAD C
    SPRING GREEN,WI535880001
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 335
    KESSLER CAROLINE
    443 62ND STREET APARTMENT B
    OAKLAND,CA946091356
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 450
    KRUG JOSH
    914 SCHUMACHER DRIVE
    LOS ANGELES,CA900485346
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 5,000
    ROBINSON AVERY
    26460 WOODLORE ROAD
    FRANKLIN,MI480252021
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 2,772
    ROSEN SARAH
    10 COLUMBIA PLACE APARTMENT CO68
    BROOKLYN,NY112014525
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 102
    SAKWA HALEY S
    2943 WARNER DRIVE
    WEST BLOOMFIELD,MI483242450
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 432
    SCHOLZ NONPROFIT LAW
    612 W MAIN STREET SUITE 301
    MADISON,WI537034700
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 1,385
    SCHWARZ JENNIFER
    11707 FARMLAND DRIVE
    ROCKVILLE,MD208524301
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 500
    SELIGMAN ERIC
    28 SOUTH STREET 1
    BEACON,NY125082853
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 5,000
    STUDIO MOYA LLC
    1442A WALNUT STREET 471
    BERKLEY,CA947091405
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 400
    WACHS GABRIELLA
    4905 CEDAR AVENUE
    PHILADELPHIA,PA191432013
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 500
    WEINSTOCK RIVKA
    1660 SHORT STREET
    BERKLEY,CA947021232
    NONE I DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM 400
    BINSTOCK RACHEL
    1123 ROLAND HEIGHTS AVENUE
    BALTIMORE,MD212111241
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    BRINT MICHELLE
    75 POST OAK ROAD
    CHAPEL HILL,NC275164245
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    FEIT SHARA
    2705 ARLINGTON AVENUE
    BRONX,NY104634806
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    FIRSKER HAYLEY
    255 THE DONWAY W 116
    TORONTO,ONTARIOM3B 2J5
    CA
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    GLICK EMILY
    1345 JEFFERSON STREET NW
    WASHINGTON,DC200113630
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    GORDON ARIELLE
    8 LAKE VIEW DRIVE
    GOSHEN,NY109245801
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    MOGIL SHIRA
    8031 GANNON AVENUE
    ST LOUIS,MO631303710
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    PARNES GRETA
    225 PARK HILL AVENUE
    YONKERS,NY107051434
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,550
    PORTMAN AARON
    740 GRANDON AVENUE
    COLUMBUS,OH432092525
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    SPITZER THAMAR
    32 BON ECHO CRESCENT
    OTTOWA,ONTARIOK2M2W6
    CA
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    STARK RHEA
    345 PRESIDENT STREET GARDEN
    APARTMENT
    BROOKLYN,NY112314905
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    ZIMMER EMILY
    1608 UNION STREET 2D
    BROOKLYN,NY112134708
    NONE I DOROT ISRAEL FELLOWSHIP PROGRAM 33,500
    Total .................................bullet 3a 5,237,426
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 9,768  
    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 9,918,457  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME
        01 25,685  
    bRESCINDED GRANTS     01 50,000  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 11,417,261 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,417,261
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    DOROT FOUNDATION
    EIN:
    13-6116927
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING 136,272 0   136,272
    TAX RETURN PREPARATION 27,329 0   27,329

    TY 2021 GeneralExplanationAttachment
    Name:
    DOROT FOUNDATION
    EIN:
    13-6116927
    Identifier Return Reference Explanation
    REASON FOR AMENDING FORM 990-PF, PAGE 1, HEADING, ITEM G DUE TO A DATA INPUT ERROR, THE DOROT FOUNDATION IS AMENDING ITS FORM 990-PF FOR THE TAX YEAR ENDING MARCH 31, 2022 FOR THE FOLLOWING CHANGE DESCRIBED BELOW:PAGE 6, PART VII, LINE 1 AND ASSOCIATED SCHEDULE - THE NUMBER OF AVERAGE HOURS PER WEEK DEVOTED TO THE POSITION FOR STEVEN JACOBSON (EXECUTIVE DIRECTOR) AND MICHAEL HILL (EXECUTIVE V.P.) HAVE BEEN CHANGED FROM 8 HOURS TO 40 HOURS.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DOROT FOUNDATION
    EIN:
    13-6116927
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC (ACN) 650.000 SHARES 219,200 219,200
    AIR PRODUCTS AND CHEMICALS INC (APD) 3,545.000 SHARES 885,931 885,931
    ALIBABA GROUP HOLDING LTD (BABAF) 57,200.000 SHARES 799,084 799,084
    ALPHABET INC CL A (GOOGL) 900.000 SHARES 2,503,215 2,503,215
    ALPHABET INC CL C (GOOG) 1,496.000 SHARES 4,178,313 4,178,313
    AMAZON.COM INC (AMZN) 1,775.000 SHARES 5,786,411 5,786,411
    AMEREN CORP (AEE) 23,500.000 SHARES 2,203,360 2,203,360
    ANALOG DEVICES INC (ADI) 10,850.000 SHARES 1,792,203 1,792,203
    ANTHEM INC (ANTM) 2,058.000 SHARES 1,010,931 1,010,931
    AON PLC SHS CL A (AON) 5,539.000 SHARES 1,803,665 1,803,665
    APOLLO GLOBAL MGMT INC (APO) 18,450.000 SHARES 1,143,715 1,143,715
    APPLE INC (AAPL) 40,486.000 SHARES 7,069,260 7,069,260
    BERKSHIRE HATHAWAY INC CL B (BRKB) 2,586.000 SHARES 912,625 912,625
    BLACKSTONE GROUP INC (BX) 14,213.000 SHARES 1,804,198 1,804,198
    BOOKING HOLDINGS INC (BKNG) 711.000 SHARES 1,669,748 1,669,748
    BROOKFIELD ASSET MGMT INC VTG SHS CL A (BAM) 75,650.000 SHARES 4,279,521 4,279,521
    CITIGROUP INC (C) 45,000.000 SHARES 2,403,000 2,403,000
    DISNEY WALT CO (DIS) 8,215.000 SHARES 1,126,769 1,126,769
    DR HORTON INC (DHI) 27,207.000 SHARES 2,027,194 2,027,194
    ELI LILLY AND CO (LLY) 5,117.000 SHARES 1,465,355 1,465,355
    ENTEGRIS INC (ENTG) 11,100.000 SHARES 1,456,986 1,456,986
    GENERAL MTRS CO (GM) 132,482.000 SHARES 5,794,763 5,794,763
    GOLDMAN SACHS GROUP INC (GS) 16,000.000 SHARES 5,281,600 5,281,600
    HOME DEPOT INC (HD) 2,473.000 SHARES 740,243 740,243
    IAC/INTERACTIVECORP (IAC) 39,455.000 SHARES 3,956,547 3,956,547
    INTERNATIONAL PAPER CO (IP) 37,000.000 SHARES 1,707,550 1,707,550
    JPMORGAN CHASE & CO (JPM) 25,840.000 SHARE 3,522,509 3,522,509
    KEYSIGHT TECHNOLOGIES INC (KEYS) 18,750.000 SHARES 2,961,938 2,961,938
    KKR & CO INC (KKR) 65,500.000 SHARES 3,829,785 3,829,785
    LENNAR CORP CL A (LEN) 67,900.000 SHARES 5,511,443 5,511,443
    LENNAR CORP CL B (LEN B) 1,484.000 SHARES 101,431 101,431
    MATCH GROUP INC (MTCH) 14,722.000 SHARES 1,600,870 1,600,870
    MICROSOFT CORP (MSFT) 26,284.000 SHARES 8,103,621 8,103,621
    MOTOROLA SOLUTIONS INC (MSI) 6,693.000 SHARES 1,621,045 1,621,045
    NESTLE SA SPONSORED ADR REPSTG REG (NSRGY) 22,800.000 SHARES 2,966,280 2,966,280
    NEXTERA ENERGY INC (NEE) 12,520.000 SHARES 1,060,569 1,060,569
    NIKE INC CL B (NKE) 12,125.000 SHARES 1,631,540 1,631,540
    ORACLE CORP (ORCL) 10,448.000 SHARES 864,363 864,363
    PAYPAL HLDGS INC (PYPL) 4,075.000 SHARES 471,274 471,274
    QUALCOMM INC (QCOM) 3,760.000 SHARES 574,603 574,603
    SALESFORCE.COM INC (CRM) 5,298.000 SHARES 1,124,871 1,124,871
    SERVICENOW INC (NOW) 1,550.000 SHARES 863,179 863,179
    TENCENT HLDGS LTD (TCTZF) 40,000.000 SHARES 1,911,324 1,911,324
    THERMO FISHER SCIENTIFIC INC (TMO) 2,305.000 SHARES 1,361,448 1,361,448
    T-MOBILE US INC (TMUS) 13,270.000 SHARES 1,703,205 1,703,205
    TOLL BROS INC (TOL) 20,700.000 SHARES 973,314 973,314
    UBER TECHNOLOGIES INC (UBER) 21,804.000 SHARES 777,967 777,967
    UNION PAC CORP (UNP) 5,552.000 SHARES 1,516,862 1,516,862
    UNITEDHEALTH GROUP INC (UNH) 9,550.000 SHARES 4,870,213 4,870,213
    VIMEO INC (VMEO) 64,055.00 SHARES 760,973 760,973
    VISA INC (V) 3,850.000 SHARES 853,814 853,814
    WESTROCK CO (WRK) 50,000.000 SHARES 2,351,500 2,351,500
    WHIRLPOOL CORP (WHR) 22,530.000 SHARES 3,892,734 3,892,734

    TY 2021 LegalFeesSchedule
    Name:
    DOROT FOUNDATION
    EIN:
    13-6116927
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 24,990 0   24,990


    TY 2021 OtherAssetsSchedule
    Name:
    DOROT FOUNDATION
    EIN:
    13-6116927
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT   1,050 1,050


    TY 2021 OtherDecreasesSchedule
    Name:
    DOROT FOUNDATION
    EIN:
    13-6116927
    Description Amount
    UNREALIZED DEPRECIATION ON INVESTMENTS 8,361,508


    TY 2021 OtherExpensesSchedule
    Name:
    DOROT FOUNDATION
    EIN:
    13-6116927
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 909 0   909
    FILING FEES 3,346 0   3,346
    INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE 62,304 0   62,304
    INSURANCE EXPENSES 27,174 0   27,174
    MEMBERSHIP DUES 47,225 0   47,225
    OFFICE AND OTHER EXPENSES 20,790 0   20,790
    OTHER PROGRAM EXPENSES 58,151 0   58,151
    OTHER INVESTMENT EXPENSES 1,221 1,221   0


    TY 2021 OtherIncomeSchedule2
    Name:
    DOROT FOUNDATION
    EIN:
    13-6116927
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECURITIES LITIGATION PROCEEDS 2,004 2,004 2,004
    MISCELLANEOUS INCOME 25,685   25,685
    RESCINDED GRANTS 50,000   50,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    DOROT FOUNDATION
    EIN:
    13-6116927
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL AND ACCOUNTING CONSULTANTS 35,939 0   35,939
    PHILANTHROPIC CONSULTANTS 600,000 0   600,000
    HONORARIA AND SPEAKER FEES 44,958 0   44,958
    STRATEGIC AND ORGANIZATIONAL PLANNING 183,957 0   183,957
    INFORMATION TECHNOLOGY AND WEBSITE MAINTENANCE 33,441 0   33,441
    INVESTMENT MANAGEMENT AND ADVISORY 1,514,463 1,514,463   0


    TY 2021 TaxesSchedule
    Name:
    DOROT FOUNDATION
    EIN:
    13-6116927
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 22,350 22,350   0