TY 2021 Form 990PF

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)
	1	Contributions, gifts, grants, etc., received (attach schedule)	21,599
2	Check .............
3	Interest on savings and temporary cash investments	6,322	6,322	6,322
4	Dividends and interest from securities...	75,211	75,211	75,211
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-93,733
b	Gross sales price for all assets on line 6a 74,307
7	Capital gain net income (from Part IV, line 2)...		0
8	Net short-term capital gain.........			0
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........	9,399	81,533	81,533
	13	Compensation of officers, directors, trustees, etc.	84,000	12,600	12,600	71,400
14	Other employee salaries and wages......	113,305	16,996	16,996	96,309
15	Pension plans, employee benefits.......	5,966	895	895	5,071
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		279,696	0	0	297,196
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		24,740	3,646	3,646	15,595
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	80,142	0	0	80,142
22	Printing and publications..........
23	Other expenses (attach schedule).......		34,377	5,403	5,403	38,636
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	622,226	39,540	39,540	604,349
25	Contributions, gifts, grants paid.......	20,500			20,500
26	Total expenses and disbursements. Add lines 24 and 25	642,726	39,540	39,540	624,849
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-633,327
b	Net investment income (if negative, enter -0-)		41,993
c	Adjusted net income (if negative, enter -0-)...			41,993

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	4,744	412	412
	2	Savings and temporary cash investments.........	916,092	831,109	831,109
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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) 25,000
		Less: allowance for doubtful accounts 0	25,000	25,000	25,000
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	3,272,150	2,040,363	3,506,634
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,391,071	1,941,263	2,473,380
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	0	137,500	139,128
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,609,057	4,975,647	6,975,663
	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 )	11,986	11,903
	23	Total liabilities (add lines 17 through 22).........	11,986	11,903
		Foundations that follow FASB ASC 958, check here
		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
		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	5,597,071	4,963,744
	29	Total net assets or fund balances (see instructions).....	5,597,071	4,963,744
	30	Total liabilities and net assets/fund balances (see instructions).	5,609,057	4,975,647

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

5,597,071

Enter amount from Part I, line 27a .....................

-633,327

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

4,963,744

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,963,744

(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
1 a	PUBLICLY TRADED SECURITIES	P
b	PUBLICLY TRADED SECURITIES	P
c	CAPITAL GAINS DIVIDENDS	P
d
e

(e) Gross sales price		(h) Gain or (loss) (e) plus (f) minus (g)
a		-263,971
b		95,931
c	74,307	74,307
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			-263,971
b			95,931
c			74,307
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-93,733
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 ...................		3	-263,971

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	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	584
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	584
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	13,600
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	13,600
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	13,016
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax13,016	Refunded	11	0

(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
JUDITH H OBERMAYER	PRESIDENT, DIRECTOR AND TREASURER 20.00	0	0	0
15 GREY STONE PATH DEDHAM,MA02026
JOEL B OBERMAYER	DIRECTOR 32.00	84,000	2,520	0
15 WYMAN STREET ARLINGTON,MA02474
MARJORIE H RAVEN	DIRECTOR 5.00	0	0	0
19 ROSS ROAD DURHAM,NH03824
HENRY M OBERMAYER	DIRECTOR 5.00	0	0	0
834 59TH STREET OAKLAND,CA94608

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	PROVIDES AWARDS TO GERMAN CITIZENS, INVIDIVUALS OR GROUPS, THROUGH WIDEN THE CIRCLE PROGRAM. THE AWARDS HONOR GERMANS WHO HAVE DOCUMENTED, COMMEMORATED, AND BREATHED NEW LIFE INTO JEWISH COMMUNITIES THAT WERE DESTROYED BY THE NAZIS, AS WELL AS INNOVATORS WHO HAVE FOUND CREATIVE WAYS TO USE THE LESSONS OF HISTORY TO PREVENT CONTEMPORARY BIGOTRY AND FOSTER UNDERSTANDING AMONG DIFFERENT CULTURES.	337,809
2


3


4

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

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........
4Qualifying distributions for 2021 from Part
XI, line 4: $ 624,849
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.....					0
e Remaining amount distributed out of corpus		624,849
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		624,849
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) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		624,849
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....	624,849

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	(e) Total
	41,993	149,736	114,608	101,630	407,967
b 85% (0.85) of line 2a .........	35,694	127,276	97,417	86,386	346,772
c Qualifying distributions from Part XI, line 4 for each year listed .....	624,849	534,390	604,360	304,607	2,068,206
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........	20,500	87,606	104,160	13,500	225,766
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	604,349	446,784	500,200	291,107	1,842,440
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......	6,117,514	8,702,788	6,700,639	6,856,387	28,377,328
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)					0
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..	172,971	174,481	165,619	151,507	664,578
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) ....					0
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....					0
(3) Largest amount of support from an exempt organization					0
(4) Gross investment income					0

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

JUDITH H OBERMAYER
15 GREY STONE PATH
DEDHAM,MA02026
(781) 234-2484

bThe form in which applications should be submitted and information and materials they should include:

LETTER REQUEST SHOULD PROVIDE DETAILED INFORMATION ABOUT THE GOAL OF THE PROJECT OR ORGANIZATION, BUDGET REQUIRED FOR TOTAL PROJECT, SIZE OF CURRENT REQUEST AND HOW THIS FUNDING WOULD BE USED AS WELL AS WHO IS RESPONSIBLE FOR CARRYING OUT THE WORK. NOTE IF THERE ARE ANY INDEPENDENT MEASURES OF SUCCESS. INCLUDE ANY OTHER RELEVANT DOCUMENTATION, INCLUDING MEMBERS OF THE BOARD OF DIRECTORS IF APPLICABLE.

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

PROJECTS MUST FIT WITHIN THE MISSION OF FOSTERING AND SUPPORTING BUILDING RELATIONSHIPS AND UNDERSTANDING BETWEEN INDIVIDUALS AND SOCIETAL GROUPS THAT HAVE HAD HISTORICAL CONFLICT WITH ONE ANOTHEROR HAVE BEEN THE PERPETRATORS OR TARGETS OF OPPRESSION AND DISCRIMINATION.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
LEO BAECK INSTITUTE 15 W 16TH STREET NEW YORK,NY10011	N/A	PC	COMMUNITY & CHARITABLE - GERMAN-SPEAKING JEWS	10,000
WORK THAT RECONNECTS NETWORK 887 SONOMA AVE 23 SANTA ROSA,CA95404	N/A	PC	COMMUNITY & CHARITABLE	4,000
THE RESTORATIVE CENTER 514 CARSONIA AVE READING,PA19606	N/A	PC	COMMUNITY & CHARITABLE	5,000
RITES OF PASSAGE 2560 BUSINESS PKWY STE A MINDEN,NV89423	N/A	PC	COMMUNITY & CHARITABLE	500
THE SLAVE DWELLING PROJECT PO BOX 1469 LADSON,SC29456	N/A	PC	COMMUNITY & CHARITABLE	1,000
Total ................................. 3a				20,500


(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
REBECCA L RICHARDS-KREMER	OPERATIONS MANAGER 40.00	83,305	2,499	0
80 SOUTH RIVER LANE WEST DUXBURY,MA02332	OPERATIONS MANAGER 40.00	83,305	2,499	0








Total number of other employees paid over $50,000...................				0

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
CRAIG BYSRYNSKI	CONSULTING	56,375
80 MACARTHUR RD NATICK,MA01760	CONSULTING	56,375

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	(e) Related or exempt function income (See instructions.)
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	6,322
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	-93,733
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		-12,200	0

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

bApproved for future payment

Total ................................. 3b				0

Name of organization OBERMAYER FOUNDATION INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	LIA AND BILL POORVU 975 MEMORIAL DRIVE APT 710 CAMBRIDGE, MA02138	$ 5,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	CARYL AND LEN GOLDBERG 27 STAGECOACH RD AVON, CT06001	$ 10,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Name of organization OBERMAYER FOUNDATION INC		Employer identification number 04-2711822

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)


Name of organization OBERMAYER FOUNDATION INC			Employer identification number 04-2711822
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Name of Stock	End of Year Book Value	End of Year Fair Market Value
THE TRADE DESK INC COM CL A	160,258	149,375
MASTERCARD INC CL A	145,364	227,472
MARKEL CORP COM	197,303	216,844
BROOKFIELD INFRAST PARTNERS LP	762,876	1,346,250
BERKSHIRE HATHAWAY INC COM	155,564	213,616
AMAZON	119,416	678,000
ALPHABET INC CAP STK CL C (GOOG)	53,153	383,600
INTUITIVE SURGICAL INC	89,855	93,720
ZOOM VIDEO COMMUNICATIONS INC	134,302	73,590
MERCADOLIBRE INC COM	222,272	124,167

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
RBB FD INC IMOTLEY FOOL 100	AT COST	472,788	767,880
AMERICAN TOWER CORP COM	AT COST	166,424	171,760
VANGUARD INDEX FUND S&P 500	AT COST	337,565	492,450
VANGUARD GLOBAL EQUITY INVESTOR CL (MUTUAL FUNDS)	AT COST	447,122	567,560
VANGUARD SPECIALIZED FUNDS DIV	AT COST	257,932	236,530
VANGUARD WHITEHALL FDS HIGH DIV	AT COST	259,432	237,200

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INSURANCE	1,381	0	0	1,381
POSTAGE AND SHIPPING	387	0	0	387
TELEPHONE	4,631	0	0	4,631
FEES	1,622	0	0	1,622
SUPPLIES AND OTHER EXPENSES	26,356	5,403	5,403	30,615

Category	Amount	Disbursements for Charitable Purposes
LEGAL EXPENSES	17,500	17,500
PR EXPENSES	9,381	9,381
OTHER PROFESSIONAL EXPENSES	252,815	270,315

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