Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
Name of foundation
GERALD FLAXER CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10 ROGERS STREET 818
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02142
A Employer identification number

04-3491360
B Telephone number (see instructions)

(617) 577-9691
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$777,588
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 11 11  
4 Dividends and interest from securities... 10,945 10,945  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 82,592
b Gross sales price for all assets on line 6a 368,401
7 Capital gain net income (from Part IV, line 2)... 82,592
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 93,548 93,548  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,300 3,710   1,590
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 12,823 12,823   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,702 334   35
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,362 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,187 16,867   1,625
25 Contributions, gifts, grants paid....... 110,700 110,700
26 Total expenses and disbursements. Add lines 24 and 25 131,887 16,867   112,325
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -38,339
b Net investment income (if negative, enter -0-) 76,681
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.............      
2 Savings and temporary cash investments......... 72,484 106,090 106,090
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) 319,097 Click to see attachment275,759 253,142
b Investments—corporate stock (attach schedule)....... 276,682 Click to see attachment274,134 418,356
c Investments—corporate bonds (attach schedule)....... 26,059 0 0
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 694,322 655,983 777,588
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........ 2,628,016 2,628,016
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -1,933,694 -1,972,033
29 Total net assets or fund balances (see instructions)..... 694,322 655,983
30 Total liabilities and net assets/fund balances (see instructions). 694,322 655,983
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
694,322
2
Enter amount from Part I, line 27a .....................
2
-38,339
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
655,983
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
655,983
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 PUBLIC TRADED SEC THRU MORGAN STANLEY      
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 368,401   285,809 82,592
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       82,592
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 82,592
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 1,066
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 1,066
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,600
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 1,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 10 534
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet534 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)
    bulletMA
    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 ofbulletNANCY RAPHAEL Telephone no.bullet (617) 577-9693

    Located atbullet10 ROGERS STREET 818CAMBRIDGEMA ZIP+4bullet02142
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NANCY RAPHAEL TRUSTEE
    1.00
    0 0 0
    10 ROGERS STREET 818
    CAMBRIDGE,MA02142
    HARRY RAPHAEL TRUSTEE
    0.50
    5,300 0 0
    52 CHURCH STREET
    BOSTON,MA02116
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    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
    800,792
    b
    Average of monthly cash balances.......................
    1b
    125,649
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    926,441
    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
    926,441
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    13,897
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    912,544
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    45,627
    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
    45,627
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,066
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,066
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    44,561
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    44,561
    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
    44,561
    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 44,561
    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...... 50,855
    b From 2017...... 110,506
    c From 2018...... 88,580
    d From 2019...... 94,707
    e From 2020...... 130,132
    f Total of lines 3a through e ........ 474,780
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 112,325
    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..... 44,561
    e Remaining amount distributed out of corpus 67,764
    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 5 542,544
    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) ...
    50,855
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    491,689
    10 Analysis of line 9:
    a Excess from 2017.... 110,506
    b Excess from 2018.... 88,580
    c Excess from 2019.... 94,707
    d Excess from 2020.... 130,132
    e Excess from 2021.... 67,764
    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
    AGASSIZ VILLAGE
    238 BEDFORD STREET SUITE 8
    LEXINGTON,MA02420
      PUBLIC TO SUPPORT EDUCATIONAL ACTIVITIES 1,000
    AMERICAN CIVIL LIBERTIES UNION
    ONE CENTER PLAZA SUITE 850
    BOSTON,MA02108
      PUBLIC TO DEFEND AND PRESERVE THE INDIVIDUAL RIGHTS AND LIBERTIES GUARANTEED BY THE CONSTITUTION, BILL RIGHTS, AND LAWS OF THE UNITED STATES 1,000
    AMERICAN JEWISH COMMITTEE
    1 LIBERTY SQUARE SUITE 300
    BOSTON,MA02109
      PUBLIC TO ADVANCE HUMAN RIGHTS AND DEMOCRATIC VALUES 1,000
    AMERICAN REPERTORY THEATER
    64 BRATTLE STREET
    CAMBRIDGE,MA02138
      PUBLIC TO SUPPORT THE ARTS 1,000
    ANTI-DEFAMATION LEAGUE
    40 COURT STREET 12
    BOSTON,MA02108
      PUBLIC TO STOP THE DEFAMATION OF THE JEWISH PEOPLE AND SECURE JUSTICE AND FAIR TREATMENT TO ALL 1,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVE
    BOSTON,MA02215
      PUBLIC TO SUPPORT THE ARTS 12,000
    BRIMMER AND MAY SCHOOL
    69 MIDDLESEX ROAD
    CHESTNUT HILL,MA02467
      PUBLIC TO SUPPORT EDUCATIONAL ACTIVITIES 1,000
    BRYN MAWR COLLEGE
    101 NORTH MERION AVENUE
    BYRN MAWR,PA19010
      PUBLIC TO SUPPORT EDUCATIONAL ACTIVITIES 10,000
    CAMBRIDGE COMMUNITY FOUNDATION
    99 BISHOP ALLEN DR
    CAMBRIDGE,MA02139
      PUBLIC TO SUPPORT COMMUNITY ACTIVITIES FOR THE RESIDENTS OF CAMBRIDGE 1,000
    CAMERA
    PO BOX 35040
    BOSTON,MA02135
      PUBLIC TO SUPPORT EDUCATIONAL ACTIVITIES 1,000
    CHABAD OF TUSCANY
    BORGO PINTI 8
    FIRENZE,TUSCANY50121
    IT
      PUBLIC TO SUPPORT EDUCATION & COMMUNITY SERVICE 2,500
    CHARLEY DAVIDSON LUKEMIA FUND AT MGH
    125 NASHUA STREET SUITE 540
    BOSTON,MA02114
      PUBLIC TO SUPPORT MEDICAL RESEARCH 10,000
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY11213
      PUBLIC TO PROVIDE ASSISTANCE TO THE ISRAELI COMMUNITY 1,000
    COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON
    126 HIGH STREET
    BOSTON,MA02110
      PUBLIC TO SUPPORT RELIGIOUS ACTIVITIES 13,500
    COOLIDGE CORNER THEATRE
    290 HARVARD ST
    BROOKLINE,MA02446
      PUBLIC TO SUPPORT EDUCATION AND THE ARTS 1,600
    DANA FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE WEST 6TH FLOOR
    BROOKLINE,MA02445
      PUBLIC TO SUPPORT MEDICAL RESEARCH 10,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006
      PUBLIC TO PROVIDE IMPARTIAL MEDICAL RELIEF TO VICTIMS OF WAR, DISEASE, NATURAL OR MAN-MADE DISASTERS 1,000
    FRIENDS OF YEMIN ORDER IMPACT ISRAEL
    4340 EAST-WEST HIGHWAY 202
    BETHESDA,MD20814
      PUBLIC TO SUPPORT ISRAEL'S AT-RISK YOUTH 1,000
    FRIENDSHIP CIRCLE
    9700 S DIXIE HIGHWAY SUITE 100
    MIAMI,FL33156
      PUBLIC TO CREATE FRIENDSHIP IN THE LIVES OF INDIVIDUALS WITH SPECIAL NEEDS AND THOSE FACING ISOLATION. 4,000
    FULLER CRAFT MUSEUM
    455 OAK STREET
    BROCKTON,MA02301
      PUBLIC TO SUPPORT THE ARTS AND EDUCATIONAL ACTIVITIES 1,000
    HADDASSAH
    40 WALL STREET
    NEW YORK,NY10005
      PUBLIC TO ADVOCATE AND ADVANCE THE HEALTH AND WELL-BEING OF JEWISH WOMEN 1,000
    HEBREW IMMIGRANT AID SOCIETY
    1300 SPRING STREET SUITE 500
    SILVER SPRING,MD20910
      PUBLIC TO PROVIDE VITAL SERVICES TO REFUGEES AND ASYLUM SEEKERS AROUND THE WORLD TODAY. 500
    HOSPITALITY HOMES
    PO BOX 15265
    BOSTON,MA02215
      PUBLIC TO SUPPORT MEDICAL ACTIVITIES 1,000
    JEWISH HERITAGE CENTER
    99-101 NEWBURY ST
    BOSTON,MA02116
      PUBLIC TO FUND THE EXPLORATION, PRESERVATION AND ADVANCEMENT OF THE HISTORY OF JEWISH FAMILIES, INSTITUTIONS, AND COMMUNITIES IN NEW ENGLAND AND BEYOND. 1,500
    JEWISH WOMEN'S ARCHIVE
    1 HARVARD STREET SUITE 200
    BROOKLINE,MA02445
      PUBLIC TO DOCUMENT JEWISH WOMEN'S STORIES, ELEVATE THEIR VOICES, AND INSPIRE THEM TO BE AGENTS OF CHANGE 1,000
    JOSE MATEO BALLET THEATRE
    400 HARVARD STREET
    CAMBRIDGE,MA02138
      PUBLIC TO SUPPORT THE ARTS 1,000
    MAUD MORGAN ARTS
    20 SACRAMENTO STREET
    CAMBRIDGE,MA02138
      PUBLIC TO SUPPORT THE ARTS 1,000
    MUSUEM OF FINE ARTS
    465 HUNTINGTON AVENUE
    BOSTON,MA02115
      PUBLIC TO SUPPORT THE ARTS AND EDUCATIONAL ACTIVITIES 6,000
    NATIONAL BRAIN TUMOR ASSOCIATION
    55 CHAPEL STREET SUITE 200
    NEWTON,MA02458
      PUBLIC TO SUPPORT MEDICAL RESEARCH 1,000
    TEMPLE ISRAEL
    477 LONGWOOD AVE
    BOSTON,MA02215
      PUBLIC TO SUPPORT RELIGIOUS ACTIVITIES 3,600
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE
    WASHINGTON,DC20024
      PUBLIC TO SUPPORT EDUCATIONAL ACTIVITIES 5,000
    WBUR
    890 COMMONWEALTH AVE
    BOSTON,MA02215
      PUBLIC TO PROVIDE NEWS TO THE COMMUNITY 5,000
    WELLMET PROJECT
    675 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139
      PUBLIC TO SUPPORT INDIVIDUALS WITH MENTAL ILLNESS 1,000
    WGBH
    ONE GUEST STREET
    BOSTON,MA02135
      PUBLIC TO PROVIDE NEWS TO THE COMMUNITY 5,000
    WOMENS LUNCH PLACE
    67 NEWBURY ST
    BOSTON,MA02116
      PUBLIC TO SUPPORT HUNGER-RELIEF AND COMBAT POVERTY FOR WOMEN IN THE COMMUNITY 500
    YESHIVA SCHOOLS
    2100 WIGHTMAN STREET
    PITTSBURGH,PA15217
      PUBLIC TO SUPPORT EDUCATIONAL ACTIVITIES 1,000
    Total .................................bullet 3a 110,700
    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 11  
    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 82,592  
    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 93,548 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    93,548
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    GERALD FLAXER CHARITABLE FOUNDATION
    EIN:
    04-3491360
    Name of Stock End of Year Book Value End of Year Fair Market Value
    10X GENOMICS INC CL A (TXG) 1,338 285
    ABBVIE INC COM (ABBV) 2,241 3,221
    ACCENTURE PLC IRELAND CL A (ACN) 981 772
    ADIDAS AG (ADDYY) 666 459
    ADOBE INC (ADBE) 446 1,651
    ADVANCE AUTO PARTS (AAP) 1,254 1,720
    ADYEN N V UNSPONSRED ADR (ADYEY) 592 776
    AIA GROUP LTD SPON ADR (AAGIY) 2,127 1,852
    AIR PROD & CHEM INC (APD) 765 3,025
    AIRBNB INC CL A (ABNB) 1,719 1,471
    AIRBUS SE UNSPONSORED ADR (EADSY) 528 687
    ALCON INC (ALC) 3,836 3,549
    AMADEUS IT GROUP S.A ADR (AMADY) 989 973
    AMAZON COM INC (AMZN) 971 11,300
    AMC NETWORKS INC CL A (AMCX) 248 447
    AMERICAN EXPRESS CO (AXP) 1,836 3,912
    AMERICAN TOWER CORP (AMT) 911 2,791
    AMGEN INC (AMGN) 911 1,803
    APPLE INC (AAPL) 944 7,325
    APTIV PLC (APTV) 1,172 1,408
    ASML HOLDING NV NY REG NEW (ASML) 822 3,323
    ATLAS COPCO AS A ADR A NEW (ATLKY) 1,757 1,217
    ATLASSIAN CORP PLC CL A (TEAM) 2,953 2,948
    AUTODESK INC DELAWARE (ADSK) 813 4,670
    BANK OF AMERICA CORP (BAC) 4,304 5,527
    BANK OF NEW YORK MELLON CORP (BK) 1,478 1,810
    BARRICK GOLD CORP (GOLD) 685 543
    BECTON DICKINSON & CO (BDX) 1,776 1,560
    BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 1,803 2,403
    BIOGEN INC COM (BIIB) 2,718 4,806
    BNP PARIBAS SP ADR REPSTG (BNPQY) 2,055 1,373
    BROADCOM INC (AVGO) 1,618 6,216
    BURBERRY GROUP PLC SPONS ADR (BURBY) 900 952
    CDN PACIFIC RY LTD NEW (CP) 2,047 1,935
    CELLNEX TELECOM SA UNS ADR (CLLNY) 1,057 523
    CHARLES RIVER LABS INTL INC (CRL) 3,378 1,968
    CHARLES SCHWAB NEW (SCHW) 801 3,450
    CHARTER COMMUNICATIONS INC (CHTR) 899 1,820
    CHEVRON CORP (CVX) 2,696 3,879
    CISCO SYS INC (CSCO 3,980 3,040
    COMCAST CORP (NEW) CLASS A (CMCSA) 2,400 6,893
    COMPASS GROUP PLC SPD ADR (CMPGY) 1,515 1,423
    CONOCOPHILLIPS (COP) 2,669 6,857
    CRH PLC ADR (CRH) 1,555 1,128
    CROWDSTRIKE HLDGS INC CL A (CRWD 4,691 3,955
    DAIICHI SANKYO CO LTD SPON ADR (DSNKY) 687 730
    DEERE & CO (DE) 2,041 5,008
    DEUTSCHE BOERSE AG UNSPON ADR (DBOEY) 1,091 1,045
    DEUTSCHE TELEKOM AG 1 ORD 1ADS (DTEGY) 704 631
    DEXCOM INC (DXCM) 2,167 1,933
    DIAGEO PLC SPON ADR NEW (DEO) 2,014 3,057
    DISH NETWORK CORP CLASS A (DISH) 1,787 1,549
    DOCUSIGN INC (DOCU) 4,913 1,444
    DOLBY CLA A COM STK (DLB) 1,145 1,955
    DOXIMITY INC CL A (DOCS) 1,399 997
    EATON CORP PLC SHS (ETN) 3,009 2,667
    EDISON INTERNATIONAL (EIX) 2,285 2,490
    EDP ENERGIAS DE PORTGUAL SA (EDPFY) 1,910 1,746
    ELASTIC N V (ESTC) 438 502
    ELEVANCE HEALTH INC (ELV) 708 4,088
    EQUINIX INC (EQIX) 2,057 2,844
    ESSILORLUXOTTICA ADR (ESLOY) 1,345 1,018
    ETSY INC COM (ETSY) 3,250 1,802
    FREEPORT-MCMORAN CL-B (FCX) 521 1,612
    GIVAUDAN SA ADR (GVDNY 563 781
    GUARDANT HEALTH INC (GH) 2,204 1,669
    HALEON PLC ADR (HLN) 2,373 1,985
    HOME DEPOT INC (HD) 227 2,483
    HONEYWELL INTL INC (HON) 441 1,837
    HOYA CORP SPONS ADR (HOCPY) 313 1,155
    HUBSPOT, INC. (HUBS) 5,219 2,431
    IBERDROLA SA SPON ADR (IBDRY) 1,134 893
    ICON PLC (ICLR) 140 1,470
    ILL TOOL WORKS INC (ITW) 733 2,710
    IMMUNOGEN INC (IMGN) 150 306
    INDUSTRIA DE DISENO TEXTIL IND (IDEXY) 1,485 1,039
    INSULET CORP (PODD) 1,643 1,606
    INTEL CORP (INTC) 4,419 2,294
    INTESA SANPAOLO S.P.A. ADR (ISNPY) 1,499 889
    INTUITIVE SURGICAL INC (ISRG) 3,318 2,062
    IONIS PHARMACEUTICALS INC (IONS 1,266 2,079
    JOHNSON & JOHNSON (JNJ) 964 3,104
    JOHNSON CTLS INTL PLC (JCI) 1,088 2,461
    JPMORGAN CHASE & CO (JPM) 1,863 4,912
    LOREAL CO ADR (LRLCY) 1,236 1,721
    L3HARRIS TECHNOLOGIES INC (LHX) 632 3,741
    LEGRAND SA (LGRDY) 1,285 1,171
    LIBERTY BROADBAND CORP S-C (LBRDK) 403 738
    LIBERTY MEDIA C SER A SIRIUSXM (LSXMA) 39 571
    LIBERTY MEDIA C SER C SIRIUSXM (LSXMK) 71 1,056
    LIBERTY MEDIA CORP SER A (FWONA) 10 263
    LIBERTY MEDIA CORP SER C (FWONK) 75 351
    LINDE PLC (LIN) 1,144 1,887
    LONDON STK EXCHANGE GROUP ADR (LNSTY) 1,034 2,016
    LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 914 1,763
    LYFT INC CL A (LYFT) 2,430 672
    MARSH & MCLENNAN COS INC (MMC) 441 2,389
    MARTIN MARIETTA MATERIALS (MLM) 675 1,933
    MATCH GROUP INC (MTCH) 4,311 1,910
    MERCK & CO INC NEW COM (MRK) 853 2,153
    META PLATFORMS INC CL A (META) 711 4,206
    MICROSOFT CORP (MSFT) 3,365 11,179
    MONOTARO CO LTD ADR (MONOY) 203 321
    MONSTER BEVERAGE CORP NEW COM (MNST) 2,442 3,218
    MOTOROLA SOLUTIONS INC (MSI) 923 3,807
    NESTLE SPON ADR REP REG SHR (NSRGY 760 3,013
    NETFLIX INC (NFLX) 5,357 3,061
    NICE LTD ADR (NICE) 912 565
    NIDEC CORP (NJDCY) 684 602
    NIKE INC B (NKE) 3,915 2,161
    NORTHROP GRUMMAN CP(HLDG CO) (NOC) 2,583 3,763
    NOVO NORDISK A/S ADR (NVO) 424 1,893
    NVIDIA CORPORATION (NVDA) 1,615 3,520
    OLYMPUS CORPORATION SPONS ADR (OCPNY) 1,516 1,544
    ORACLE CORP (ORCL) 1,130 1,527
    OTIS WORLDWIDE CORP (OTIS) 1,117 1,595
    PALO ALTO NETWORKS INC (PANW) 923 3,931
    PAYPAL HLDGS INC COM (PYPL) 4,704 2,582
    PEPSICO INC NC (PEP) 1,582 2,122
    PPG INDUSTRIES INC (PPG) 2,382 2,214
    PROGRESSIVE CORP OHIO (PGR) 475 2,789
    QUALCOMM INC (QCOM) 526 1,130
    RAYTHEON TECHNOLOGIES CORP (RTX) 5,384 7,531
    RECRUIT HOLDINGS CO. LTD. ADR (RCRUY) 1,816 1,112
    RELX PLC SPONSORED ADR (RELX) 592 535
    RENTOKIL GROUP PLC SP ADR (RTOKY) 633 1,158
    ROCHE HOLDINGS ADR (RHHBY) 1,550 1,990
    S&P GLOBAL INC COM (SPGI 2,373 3,054
    SALESFORCE INC (CRM) 4,445 3,452
    SCHLUMBERGER LTD (SLB) 1,794 1,975
    SEA LIMITED ADR (SE) 3,705 1,121
    SEAGATE TECHNOLOGY HLDNGS PLC (STX) 581 2,821
    SEMPRA (SRE) 3,553 6,597
    SHERWIN WILLIAMS COMPANY OHIO (SHW) 1,647 1,229
    SHISEIDO LTD SPON ADR (SSDOY) 561 913
    SNOWFLAKE INC CL A (SNOW) 1,355 1,530
    SONY GROUP CORPORATION ADR (SONY) 510 384
    SPLUNK INC (SPLK) 1,473 1,504
    STRAUMANN HLDG AG ADR (SAUHY) 402 289
    STRYKER CORP (SYK) 2,482 2,228
    SUNCOR ENERGY INC (SU) 1,153 929
    TC ENERGY CORP (TRP) 3,488 2,780
    TE CONNECTIVITY LTD NEW (TEL) 4,605 11,367
    TELEPERFORMANCE SA UNSP ADR (TLPFY) 757 1,138
    SOLAREDGE TECHNOLOGIES INC (SEDG) 595 463
    TEMENOS AG SPONSORED ADR (TMSNY) 344 4,058
    THERMO FISHER SCIENTIFIC (TMO) 156 134
    TRACTOR SUPPLY CO (TSCO) 1,668 1,859
    TRAVELERS COMPANIES INC COM (TRV) 669 2,145
    TWITTER INC (TWTR) 1,056 2,762
    U S BANCORP COM NEW (USB) 927 1,492
    UBER TECHNOLOGIES INC (UBER) 2,384 1,829
    UNITED PARCEL SER INC CL-B (UPS) 2,844 5,977
    UNITED HEALTH GP INC (UNH) 816 20,202
    UNITY SOFTWARE INC (U) 1,865 637
    VERTEX PHARMACEUTICALS (VRTX) 3,326 8,107
    VERTIV HOLDINGS LLC CL A (VRT) 2,485 1,448
    THOMSON REUTERS CORP (TRI) 816 1,231
    VISA INC CL A (V) 3,980 9,238
    W W GRAINGER INC (GWW 1,631 3,424
    WALT DISNEY CO HLDG CO (DIS) 334 1,415
    WARNER BROS DISCOVERY INC SER (WBD) 1,349 886
    WESTERN DIGITAL CORPORATION (WDC) 1,622 1,628
    WOLFSPEED INC (WOLF) 2,233 4,548
    WORKDAY INC CL A (WDAY) 2,512 1,674
    ZOETIS INC CLASS-A (ZTS) 1,503 3,554

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    GERALD FLAXER CHARITABLE FOUNDATION
    EIN:
    04-3491360
    US Government Securities - End of Year Book Value:

    275,759
    US Government Securities - End of Year Fair Market Value:

    253,142
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 OtherExpensesSchedule
    Name:
    GERALD FLAXER CHARITABLE FOUNDATION
    EIN:
    04-3491360
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 1,362 0   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    GERALD FLAXER CHARITABLE FOUNDATION
    EIN:
    04-3491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 12,768 12,768   0
    OTHER INVESTMENT EXPENSES 55 55   0


    TY 2021 TaxesSchedule
    Name:
    GERALD FLAXER CHARITABLE FOUNDATION
    EIN:
    04-3491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE 35 0   35
    FOREIGN INCOME TAXES 334 334   0
    FEDERAL TAXES 1,333 0   0