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 07-01-2021 , and ending 06-30-2022
Name of foundation
HOWARD AND GERALDINE POLINGER FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1301 CONNECTICUT AVENUE NW 450
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036
A Employer identification number

52-6078041
B Telephone number (see instructions)

(202) 888-6833
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$113,073,340J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,323,774 2,323,774  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,647,956
b Gross sales price for all assets on line 6a 17,560,065
7 Capital gain net income (from Part IV, line 2)... 7,647,956
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 34,961 34,961  
12 Total. Add lines 1 through 11........ 10,006,691 10,006,691  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 190,000 0   190,000
14 Other employee salaries and wages...... 207,127 0   207,127
15 Pension plans, employee benefits....... 37,101 0   37,101
16a Legal fees (attach schedule)......... Click to see attachment 5,028 0   5,028
b Accounting fees (attach schedule)....... Click to see attachment 37,963 9,491   28,472
c Other professional fees (attach schedule).... Click to see attachment 562,596 535,946   26,650
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 127,852 3,371   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 26,929 0   26,929
21 Travel, conferences, and meetings....... 37,891 0   37,891
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 38,167 2,866   35,301
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,270,654 551,674   594,499
25 Contributions, gifts, grants paid....... 5,285,547 5,285,547
26 Total expenses and disbursements. Add lines 24 and 25 6,556,201 551,674   5,880,046
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,450,490
b Net investment income (if negative, enter -0-) 9,455,017
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,162,295 1,473,579 1,473,579
2 Savings and temporary cash investments......... 733,775 5,690,017 5,690,017
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)..... 12,515,070 Click to see attachment11,330,391 11,330,391
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) 0 Click to see attachment6,820,288 6,820,288
b Investments—corporate stock (attach schedule)....... 61,834,638 Click to see attachment55,620,171 55,620,171
c Investments—corporate bonds (attach schedule)....... 248,782 Click to see attachment5,615,957 5,615,957
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 54,817,339 Click to see attachment26,517,408 26,517,408
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment14,036 Click to see attachment5,529 Click to see attachment5,529
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 131,325,935 113,073,340 113,073,340
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 131,325,935 113,073,340
29 Total net assets or fund balances (see instructions)..... 131,325,935 113,073,340
30 Total liabilities and net assets/fund balances (see instructions). 131,325,935 113,073,340
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
131,325,935
2
Enter amount from Part I, line 27a .....................
2
3,450,490
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10,966,883
4
Add lines 1, 2, and 3 ..........................
4
145,743,308
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
32,669,968
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
113,073,340
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 CAPITAL GAINS PASSTHROUGH FROM K-1 FORMS P    
c CAPITAL GAINS DIVIDENDS P    
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 14,916,797   9,912,109 5,004,688
b 1,359,016     1,359,016
c 1,284,252     1,284,252
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       5,004,688
b       1,359,016
c       1,284,252
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 7,647,956
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........................... 3 131,425
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- ..... 5 131,425
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 124,481
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.............. 7 124,481
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 213
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,157
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    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 addressbulletPOLINGERFOUNDATION.ORG
    14
    The books are in care ofbulletKIWI PARTNERS Telephone no.bullet (202) 888-6833

    Located atbullet237 WEST 35TH STREETNEW YORKNY ZIP+4bullet10001
    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)
    Yes
     
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LORRE BETH POLINGER PRESIDENT
    5.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    ARNOLD LEE POLINGER DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    DAVID MARC POLINGER TREASURER
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    ERICA PRESSMAN SECRETARY/CEO
    40.00     		190,000 5,700 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    MOLLIE BARNATHAN DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    JAN POLINGER CHAVIS DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    CHARLIE POLINGER DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    STEVEN POLINGER DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    BECKY POLINGER DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    JULIE POLINGER DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    JOSHUA WERTLIEB VICE PRESIDENT
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    MIRIAM NSIMBI DIRECTOR
    1.00     		0 0 0
    1301 CONNECTICUT AVENUE NW NO 450
    WASHINGTON,DC20036
    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
    JULIA LIPTON PROGRAM OFFICER
    40.00     		114,440 3,352 0
    1301 CONNECTICUT AVE NWNO 450
    WASHINGTON,DC20036
    ELIZABETH HECKER DIRECTOR OF KNOWLEDG
    40.00     		81,200 7,042 0
    1301 CONNECTICUT AVE NWNO 450
    WASHINGTON,DC20036
    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
    VERITABLE LP INVESTMENT FEES 303,897
    220 FARM LN
    DOYELSTWON,PA18901
    JP MORGAN PRIVATE BANK INVESTMENT FEES 123,942
    875 15TH ST NW
    WASHINGTON,DC20005
    STANLEY LAMAN GROUP LTD INVESTMENT FEES 51,082
    2413 1235 WESTLAKE DRIVE 295
    BERWYN,PA19312
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    96,651,763
    b
    Average of monthly cash balances.......................
    1b
    397,631
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,335,920
    d
    Total (add lines 1a, b, and c).........................
    1d
    108,385,314
    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
    108,385,314
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,625,780
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    106,759,534
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,337,977
    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
    5,337,977
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    131,425
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    16,614
    c
    Add lines 2a and 2b............................
    2c
    148,039
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,189,938
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,189,938
    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
    5,189,938
    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 5,189,938
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 2,672,134
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,880,046
    a Applied to 2020, but not more than line 2a 2,672,134
    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..... 3,207,912
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,982,026
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    350 ORG
    PO BOX 843004
    BOSTON,MA022843004     		N/A PC GENERAL OPERATING 47,750
    ACTION FOR BOSTON COMMUNITY DEVELOPMENT
    178 TREMONT ST
    BOSTON,MA02111     		N/A PC SUMMER WORKS PROGRAM 2,500
    AMALGAMATED CHARITABLE FOUNDATION INC
    340 S LEMON AVE 1940
    WALNUT,CA91789     		N/A PC WAY TO RISE 50,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    PO BOX 96503 PMB 85739
    WASHINGTON,DC200906503     		N/A PC GENERAL OPERATING 7,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 E 42ND ST
    NEW YORK,NY10017     		N/A PC UKRAINE PROGRAMING 2,500
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 E 42ND ST
    NEW YORK,NY10017     		N/A PC EMERGENCY CAMPAIGN FOR UKRAINE 125,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 E 42ND ST
    NEW YORK,NY10017     		N/A PC SECOND CENTURY CAMPAIGN 333,333
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 E 42ND ST
    NEW YORK,NY10017     		N/A PC LEATID EUROPEAN CENTER FOR JEWISH LEADERSHIP 60,000
    AMERICAN UNIVERSITY
    PO BOX 98101
    WASHINGTON,DC200908101     		N/A PC WAMU 5,000
    ANTI-DEFAMATION LEAGUE
    605 3RD AVE
    NEW YORK,NY101583560     		N/A PC WASHINGTON, DC REGIONAL OFFICE 50,000
    ANTI-DEFAMATION LEAGUE
    605 3RD AVE
    NEW YORK,NY101583560     		N/A PC SCALING ADL ANTI-BIAS EDUCATION: REACHING RURAL SCHOOLS 68,000
    ANTI-DEFAMATION LEAGUE
    605 3RD AVE
    NEW YORK,NY101583560     		N/A PC GENERAL OPERATING 38,000
    ATLAS PERFORMING ARTS CENTER
    1333 H ST NE
    WASHINGTON,DC20002     		N/A PC INTERSECTIONS FESTIVAL 2021 25,000
    ATLAS PERFORMING ARTS CENTER
    1333 H ST NE
    WASHINGTON,DC20002     		N/A PC COVID-19 SUPPLEMENTAL GENERAL OPERATING 10,000
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE RD
    ROCKVILLE,MD20852     		N/A PC GERRY AND HOWARD POLINGER CONCERT FUND 5,000
    BNAI BRITH YOUTH ORGANIZATION INC
    800 8TH ST NW
    WASHINGTON,DC20001     		N/A PC BBYO ON DEMAND 35,000
    BUILDING BRIDGES ACROSS THE RIVER INC
    1901 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		N/A PC ARTS PROGRAMMING AT THEARC & GENERAL OPERATING SUPPORT 105,000
    BVM CAPACITY BUILDING INSTITUTE INC
    3645 MARKETPLACE BLVD SUITE 130-209
    EAST POINT,GA30344     		N/A PC GENERAL OPERATING 44,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		N/A PC GENERAL OPERATING 5,000
    CENTER FOR THIRD WORLD ORGANIZING
    PO BOX 28741
    OAKLAND,CA94604     		N/A PC BLACKOUT COLLECTIVE - COMMUNITY TRAINING SERIES 50,000
    CHILDRENS HOSPITAL FOUNDATION
    111 MICHIGAN AVE NW
    WASHINGTON,DC200102916     		N/A PC EARLY CHILDHOOD MENTAL HEALTH IN PRIMARY CARE 480,000
    CHILDRENS LAW CENTER INCORPORATED
    501 3RD ST NW 8TH FL
    WASHINGTON,DC20001     		N/A PC ADVOCATING FOR HIGH-QUALITY, TIMELY, AND ACCESSIBLE EARLY CHILDHOOD BEHAVIORAL HEALTH SERVICES 100,000
    CHILDRENS LAW CENTER INCORPORATED
    501 3RD ST NW 8TH FL
    WASHINGTON,DC20001     		N/A PC IN HONOR OF JUDITH SANDALOW 540
    CHINESE PROGRESSIVE ASSOCIATION
    1042 GRANT AVE 5TH FL
    SAN FRANCISCO,CA94133     		N/A PC BLACK FUTURES LAB 150,000
    COLOROFCHANGEORG EDUCATION FUND INC
    1714 FRANKLIN ST STE 100 136
    OAKLAND,CA94612     		N/A PC MEDIA, CULTURE, & ECONOMIC JUSTICE 75,000
    COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA INC
    PO BOX 35040
    BOSTON,MA021350001     		N/A PC GENERAL OPERATING 20,000
    COMMON CAUSE EDUCATION FUND
    805 15TH ST NW SUITE 800
    WASHINGTON,DC20005     		N/A PC GENERAL OPERATING 27,500
    CONGREGATION BNAI TZEDEK
    10621 S GLEN RD
    POTOMAC,MD20854     		N/A PC GENERAL OPERATING 5,000
    D C WHEEL PRODUCTIONS INC
    3225 8TH ST NE
    WASHINGTON,DC20017     		N/A PC GENERAL OPERATING 25,000
    DC ACTION FOR CHILDREN TODAY DC ACT
    1432 K ST NW STE 1050
    WASHINGTON,DC20005     		N/A PC IN HONOR OF KIMBERLY PERRY 540
    DC ACTION FOR CHILDREN TODAY DC ACT
    1432 K ST NW STE 1050
    WASHINGTON,DC20005     		N/A PC HOME VISITING 175,000
    DC GREENS INC
    2000 P ST NW 240
    WASHINGTON,DC20036     		N/A PC WELL AT OXON RUN 3,500
    DC PUBLIC EDUCATION FUND
    3407 14TH ST NW
    WASHINGTON,DC20010     		N/A PC READY FOR PRE-K! 200,000
    EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC INC
    1529 16TH ST NW
    WASHINGTON,DC20036     		N/A PC JXJ INTERDISCIPLINARY ARTS FESTIVAL 75,000
    EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC INC
    1529 16TH ST NW
    WASHINGTON,DC20036     		N/A PC GENERAL OPERATING 2,500
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		N/A PC GENERAL OPERATING 8,000
    FACING HISTORY AND OURSELVES INC
    16 HURD RD
    BROOKLINE,MA02445     		N/A PC THE CONTEMPORARY ANTISEMITISM INITIATIVE 50,000
    FACING HISTORY AND OURSELVES INC
    16 HURD RD
    BROOKLINE,MA02445     		N/A PC THE NEW COMMUNITIES PROJECT 50,000
    FROM THE TOP INC
    140 CLARENDON ST STE 301
    BOSTON,MA02116     		N/A PC BEYOND THE STAGE 65,000
    FROM THE TOP INC
    140 CLARENDON ST STE 301
    BOSTON,MA02116     		N/A PC COVID-19 SUPPLEMENTAL GENERAL OPERATING 10,000
    GLOBAL LYME ALLIANCE INC
    1290 EAST MAIN STREET 3RD FLOOR
    STAMFORD,CT06902     		N/A PC GENERAL OPERATING 10,133
    GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC
    3939 CAMPBELL AVE
    ARLINGTON,VA22206     		N/A PC WETA CLASSICAL MUSIC PROGRAMMING 5,000
    HAROLD GRINSPOON FOUNDATION
    67 HUNT ST STE 100
    AGAWAM,MA01001     		N/A PC PJ LIBRARY ALLIANCE 200,000
    HASBARA FELLOWSHIPS INC
    315 W 36TH ST STE 5061
    NEW YORK,NY10018     		N/A PC GENERAL OPERATING 7,500
    HEBREW FREE LOAN ASSOCIATION OF DISTRICT OF COLUMBIA
    10421 MOTOR CITY DR 342044
    BETHESDA,MD20817     		N/A PC GENERAL OPERATING 50,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    800 8TH ST NW
    WASHINGTON,DC20001     		N/A PC CAMPUS CLIMATE INITIATIVE 75,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    800 8TH ST NW
    WASHINGTON,DC20001     		N/A PC GENERAL OPERATING 5,000
    ICIVICS INC
    1035 CAMBRIDGE ST STE 21B
    CAMBRIDGE,MA02141     		N/A PC EDUCATING FOR AMERICAN DEMOCRACY: FAMILY & COMMUNITY ENGAGEMENT 100,000
    ISLAND HOUSING TRUST CORPORATION
    PO BOX 779 WEST
    TISBURY,MA02575     		N/A PC GENERAL OPERATING 10,000
    ISRAEL EMERGENCY ALLIANCE
    PO BOX 341069
    LOS ANGELES,CA900341069     		N/A PC STANDWITHUS - CENTER FOR COMBATTING ANTISEMITISM 5,000
    JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE
    1342 CONGRESS ST
    PORTLAND,ME04102     		N/A PC GENERAL OPERATING 5,500
    JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX
    12701 N SCOTTSDALE RD STE 202
    SCOTTSDALE,AZ85254     		N/A PC JEWISH EDUCATOR SCHOLARSHIP GRANT FUND 12,000
    JEWISH FUNDERS NETWORK
    150 W 30TH ST
    NEW YORK,NY10001     		N/A PC CANVAS: A FUNDER COLLABORATIVE FOR JEWISH ARTS 150,000
    JEWISH SOCIAL SERVICE AGENCY
    200 WOOD HILL RD
    ROCKVILLE,MD20850     		N/A PC GERI AND HOWARD POLINGER ADOLESCENT OUTREACH FUND 95,000
    JEWS UNITED FOR JUSTICE INC
    1100 H STREET NW STE 630
    WASHINGTON,DC20005     		N/A PC COLLABORATIVE FOR JEWISH ORGANIZING: REFRAMING AND DEFUSING ANTISEMITISM 100,000
    JEWS UNITED FOR JUSTICE INC
    1100 H STREET NW STE 630
    WASHINGTON,DC20005     		N/A PC IN HONOR OF JACOB FEINSPAN 540
    JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
    2700 F ST NW
    WASHINGTON,DC20566     		N/A PC TURNAROUND ARTS 50,000
    JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
    2700 F ST NW
    WASHINGTON,DC20566     		N/A PC GENERAL OPERATING 20,000
    LAB SCHOOL OF WASHINGTON
    4759 RESERVOIR RD NW
    WASHINGTON,DC20007     		N/A PC GENERAL OPERATING 5,000
    LAWRENCE FAMILY JEWISH COMMUNITY CENTERS OF SAN DIEGO COUNTY
    4126 EXECUTIVE DRIVE
    LA JOLLA,CA92037     		N/A PC CAMP JAYCEE 6,000
    LEAGUE OF WOMEN VOTERS EDUCATION FUND
    1233 20TH ST NW STE 500
    WASHINGTON,DC20036     		N/A PC IN HONOR OF VIRGINIA KASE SOLOMON 540
    LEAGUE OF WOMEN VOTERS EDUCATION FUND
    1233 20TH ST NW STE 500
    WASHINGTON,DC20036     		N/A PC GENERAL OPERATING 125,000
    LEVINE MUSIC INC
    2801 UPTON ST NW
    WASHINGTON,DC20008     		N/A PC LEVINE FACULTY COMPENSATION FUND 300
    LEVINE MUSIC INC
    2801 UPTON ST NW
    WASHINGTON,DC20008     		N/A PC EXPANDING ACCESS TO MUSIC IN SOUTHEAST WASHINGTON 40,000
    LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC
    1319 F ST NW STE 810
    WASHINGTON,DC20004     		N/A PC FOUNDERS SOCIETY 150,000
    MAINE PUBLIC HEALTH ASSOCIATION
    122 STATE ST
    AUGUSTA,ME04330     		N/A PC GENERAL OPERATING 3,000
    MAMATOTO VILLAGE INC
    311 47TH ST NE
    WASHINGTON,DC20019     		N/A PC WORKFORCE DEVELOPMENT PROGRAM 100,000
    MARYS CENTER FOR MATERNAL AND CHILD CARE INC
    2333 ONTARIO RD NW
    WASHINGTON,DC20009     		N/A PC MARY'S CENTER MATERNAL MENTAL HEALTH PROGRAM 10,000
    MIAMI CITY BALLET INC
    2200 LIBERTY AVE
    MIAMI BEACH,FL33139     		N/A PC GENERAL OPERATING 20,000
    MOISHE HOUSE
    441 SAXONY RD BARN 2
    ENCINITAS,CA92024     		N/A PC INVESTING IN JEWISH LIFE AND DEVELOPING JEWISH LEADERS IN SMALLER COMMUNITIES VIA MHWOW 130,000
    MOUNT VERNON VIRTUOSI INC
    1 RUBY FIELD CT
    BALTIMORE,MD21209     		N/A PC GENERAL OPERATING 22,500
    NATIONAL CENTER FOR TRANSGENDER EQUALITY
    1032 15TH ST NW SUITE 199
    WASHINGTON,DC20005     		N/A PC GENERAL OPERATING 5,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 W 20TH ST 11TH FL
    NEW YORK,NY10011     		N/A PC GENERAL OPERATING 5,000
    PARDES JEWISH DAY SCHOOL INC
    12753 N SCOTTSDALE RD
    SCOTTSDALE,AZ85254     		N/A PC GENERAL OPERATING 12,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM ST 10TH FL
    NEW YORK,NY10038     		N/A PC GENERAL OPERATING 26,421
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM ST 10TH FL
    NEW YORK,NY10038     		N/A PC ABORTION SERVICES AND ADVOCACY 18,841
    PROJECT BREAD - THE WALK FOR HUNGER INC
    145 BORDER ST EAST
    BOSTON,MA02128     		N/A PC GENERAL OPERATING 5,000
    RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC
    701 OKEECHOBEE BLVD WEST
    PALM BEACH,FL33401     		N/A PC GENERAL OPERATING 20,000
    REBOOT INC
    44 W 28TH ST 8TH FL
    NEW YORK,NY10001     		N/A PC GENERAL OPERATING 100,000
    REFED INC
    27-01 QUEENS PLAZA N 13TH FL
    LONG ISLAND CITY,NY11101     		N/A PC GENERAL OPERATING 4,000
    REPAIR THE WORLD INC
    PO BOX 2015 322 W 52ND ST
    NEW YORK,NY10101     		N/A PC SERVE THE MOMENT JEWISH SERVICE ALLIANCE 50,000
    SITAR ARTS CENTER
    1700 KALORAMA RD NW STE 101
    WASHINGTON,DC20009     		N/A PC GENERAL OPERATING 50,000
    SIXTH & I SYNAGOGUE INC
    600 I ST NW
    WASHINGTON,DC20001     		N/A PC 20S AND 30S PROGRAMMING 75,000
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC GENERAL OPERATING 70,500
    STRATHMORE HALL FOUNDATION INC
    5301 TUCKERMAN LN
    NORTH BETHESDA,MD20852     		N/A PC GENERAL OPERATING 20,000
    TEAM RUBICON
    6171 W CENTURY BLVD STE 310
    LOS ANGELES,CA90045     		N/A PC GENERAL OPERATING 3,500
    THE JEWISH FEDERATION OF GREATER WASHINGTON INC
    6101 EXECUTIVE BLVD STE 100
    N BETHESDA,MD20852     		N/A PC UKRAINE CRISIS FUND AT JFNA 125,000
    THE JEWISH FEDERATION OF GREATER WASHINGTON INC
    6101 EXECUTIVE BLVD STE 100
    N BETHESDA,MD20852     		N/A PC GENERAL OPERATING 300,000
    THE POSSE FOUNDATION INC
    1319 F ST NW STE 604
    WASHINGTON,DC20004     		N/A PC POSSE D.C. 3,500
    THE VOTER PARTICIPATION CENTER
    1707 L ST NW SUITE 300
    WASHINGTON,DC20036     		N/A PC GENERAL OPERATING 3,000
    U C SAN DIEGO FOUNDATION
    9500 GILMAN DR 0940
    LA JOLLA,CA920930940     		N/A PC #USVSHATE 50,000
    VALLEY BEIT MIDRASH
    7580 E GRAY RD STE 102
    SCOTTSDALE,AZ85260     		N/A PC A NEW LOCAL (& NATIONAL) YOUNG PROFESSIONAL JEWISH SERVICE-LEARNING MODEL 20,000
    VALLEY BEIT MIDRASH
    7580 E GRAY RD STE 102
    SCOTTSDALE,AZ85260     		N/A PC GENERAL OPERATING 5,000
    VOTE SOLAR
    360 22ND ST SUITE 730
    OAKLAND,CA94612     		N/A PC GENERAL OPERATING 40,309
    WASHINGTON BALLET
    3515 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC COMMUNITY ENGAGEMENT PROGRAMMING 45,000
    WASHINGTON BALLET
    3515 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC COVID-19 SUPPLEMENTAL GENERAL OPERATING 10,000
    WASHINGTON DRAMA SOCIETY INC
    1101 SIXTH ST SW
    WASHINGTON,DC20024     		N/A PC ARENA STAGE 5,000
    WASHINGTON HUMANE SOCIETY THE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIM
    71 OGLETHORPE ST NW
    WASHINGTON,DC20011     		N/A PC COMBAT CRUELTY 3,500
    WESTERN STATES CENTER INC
    PO BOX 40305
    PORTLAND,OR97240     		N/A PC CONFRONTING WHITE NATIONALISM IN SCHOOLS 100,000
    YAFFED INC
    PO BOX 1796
    NEW YORK,NY10956     		N/A PC GENERAL OPERATING 6,300
    Total .................................bullet 3a 5,285,547
    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 ...........     		         
    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 7,647,956  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 10,006,691 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,006,691
    (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:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL OPERATIONS 37,963 9,491   28,472

    TY 2021 GeneralExplanationAttachment
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Identifier Return Reference Explanation
      PART VI-B, LINE 1A(2) AND LINE 1B RECEIVABLES DUE FROM OFFICERS, DIRECTORS AND OTHER DISQUALIFIED PERSONS REPORTED IN PART II, LINE 6 QUALIFY UNDER THE ESTATE ADMINISTRATION EXCEPTION SET FORTH IN REGS. SEC. 53.4941(D)-1(B)(3).

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS-PNC 5,615,957 5,615,957

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SCHWAB MANAGED EQUITIES 5,408,691 5,408,691
    EQUITIES-PNC 40,390,870 40,390,870
    JP MORGAN MANAGED EQUITIES- #9005 6,400,393 6,400,393
    JP MORGAN MANAGED EQUITIES- # 7001 1,009,517 1,009,517
    JP MORGAN MANAGED EQUITIES- # 7004 556,798 556,798
    JP MORGAN MANAGED EQUITIES- 2003 533,923 533,923
    JP MORGAN MANAGED EQUITIES- #5006 1,319,979 1,319,979

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    US Government Securities - End of Year Book Value:

    1,830,352
    US Government Securities - End of Year Fair Market Value:

    1,830,352
    State & Local Government Securities - End of Year Book Value:


    4,989,936
    State & Local Government Securities - End of Year Fair Market Value:


    4,989,936


    TY 2021 InvestmentsOtherSchedule2
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COATUE CLIMATE TECH OFFSHORE FEEDER-JPM 2007 FMV 930,124 930,124
    ELEVAR EQUITY IV, LLP FUND-JPM 2007 FMV 2,691,909 2,691,909
    RRG SUSTAINABLE WATER IMPACT FUND-JPM 2007 FMV 1,111,778 1,111,778
    GLOBAL IMPACT FUND SICAV-RAIF-JPM 2007 FMV 498,287 498,287
    BAIN CAPITAL DOUBLE IMPACT FUND-JPM 2007 FMV 388,766 388,766
    STEWART GLOBAL SUSTAINABILITY F FMV 1,584,118 1,584,118
    ARCHEAN FMV 86,009 86,009
    ARCHEAN REVENUE SHARES FMV 13,360 13,360
    VERITABLE LPC PARTNERS LP FMV 553,459 553,459
    VITTORIA OFFSHORE FMV 6,367,723 6,367,723
    LONGPOND OFFSHORE LTD FMV 86,761 86,761
    VITTORIA OFFSHORE LTD FMV 4,302,105 4,302,105
    ARCHEAN CAPITAL FUND FMV 236,267 236,267
    MUTUAL FUNDS ALTERNATIVES- PNC FMV 1,906,121 1,906,121
    ALTERNATIVE STRATEGY FUNDS- PNC FMV 2,209,300 2,209,300
    EQUITY FUNDS-SCHWAB FMV 430,972 430,972
    SL INTERNATIONAL OPPORTUNITIES FMV 3,120,349 3,120,349

    TY 2021 LegalFeesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 5,028 0   5,028


    TY 2021 OtherAssetsSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 14,036 5,529 5,529


    TY 2021 OtherDecreasesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Description Amount
    UNREALIZED LOSS FROM INVESTMENTS 32,669,968


    TY 2021 OtherExpensesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 15,018 0   15,018
    INSURANCE 12,566 0   12,566
    DUES AND SUBSCRIPTIONS 4,380 0   4,380
    INTEREST EXPENSE 2,866 2,866   0
    OTHER EXPENSES 3,337 0   3,337


    TY 2021 OtherIncomeSchedule2
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INVESTMENT INCOME FROM LP HOLDINGS 34,961 34,961 34,961


    TY 2021 OtherIncreasesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Description Amount
    BOOK ADJUSTMENT FOR SECURITIES DONATED IN PRIOR YEAR 10,966,883


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 535,946 535,946   0
    STRATEGIC CONSULTING 26,650 0   26,650


    TY 2021 OtherReceivablesOfficersSch
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Travel Advance to Officers:  


    Item No. 1
    Borrower's Name AMY GANN POLINGER FAMILY TRUST
    Borrower's Title  
    Original Amount of Loan 100000
    Balance Due 61587
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 100000

    Item No. 2
    Borrower's Name ARNOLD L POLINGER DESCENDANTS 2007
    Borrower's Title  
    Original Amount of Loan 426400
    Balance Due 278942
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 426400

    Item No. 3
    Borrower's Name ARNOLD L POLINGER DESCENDANTS 2007
    Borrower's Title  
    Original Amount of Loan 248000
    Balance Due 162237
    Date of Note 1929-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 248000

    Item No. 4
    Borrower's Name JAN POLINGER CHAVIS
    Borrower's Title  
    Original Amount of Loan 426400
    Balance Due 0
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 426400

    Item No. 5
    Borrower's Name JAN POLINGER CHAVIS
    Borrower's Title  
    Original Amount of Loan 248000
    Balance Due 0
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 248000

    Item No. 6
    Borrower's Name MTW IRREVOCABLE TRUST
    Borrower's Title  
    Original Amount of Loan 142133
    Balance Due 87550
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 142133

    Item No. 7
    Borrower's Name MTW IRREVOCABLE TRUST
    Borrower's Title  
    Original Amount of Loan 82667
    Balance Due 50411
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 82667

    Item No. 8
    Borrower's Name STEVEN GANN POLINGER 1990 TRUST
    Borrower's Title  
    Original Amount of Loan 163200
    Balance Due 106253
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 163200

    Item No. 9
    Borrower's Name STEVEN GANN POLINGER 1990 TRUST
    Borrower's Title  
    Original Amount of Loan 124000
    Balance Due 80731
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 124000

    Item No. 10
    Borrower's Name BECKA CHERYL POLINGER 1990 TRUST
    Borrower's Title  
    Original Amount of Loan 124000
    Balance Due 80343
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 124000

    Item No. 11
    Borrower's Name BECKA CHERYL POLINGER 1990 TRUST
    Borrower's Title  
    Original Amount of Loan 163200
    Balance Due 105742
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 163200

    Item No. 12
    Borrower's Name JMW IRREVOCABLE TRUST
    Borrower's Title  
    Original Amount of Loan 82667
    Balance Due 55100
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 82667

    Item No. 13
    Borrower's Name JMW IRREVOCABLE TRUST
    Borrower's Title  
    Original Amount of Loan 142133
    Balance Due 98161
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 142133

    Item No. 14
    Borrower's Name MRW IRREVOCABLE TRUST
    Borrower's Title  
    Original Amount of Loan 142133
    Balance Due 87535
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 142133

    Item No. 15
    Borrower's Name MRW IRREVOCABLE TRUST
    Borrower's Title  
    Original Amount of Loan 82667
    Balance Due 50912
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 82667

    Item No. 16
    Borrower's Name POLINGER FAMILY LLC
    Borrower's Title  
    Original Amount of Loan 16364800
    Balance Due 10024887
    Date of Note 2009-07
    Maturity Date 2024-06
    Repayment Terms MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST
    Interest Rate 5.000000000000
    Security Provided by Borrower N/A
    Purpose of Loan ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY
    Description of Lender Consideration CASH
    Consideration FMV 16364800


    TY 2021 TaxesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,371 3,371   0
    EXCISE TAXES 124,481 0   0