Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 11-01-2022 , and ending 10-31-2023
Name of foundation
VIRGINIA B TOULMIN CHARITABLE
FOUNDATION III
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 606
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CRESSKILL, NJ07626
A Employer identification number

13-7385769
B Telephone number (see instructions)

(201) 218-2173
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$118,805,246J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,223,475 2,223,475  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,475,923
b Gross sales price for all assets on line 6a 26,213,118
7 Capital gain net income (from Part IV, line 2)... 3,442,795
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
List of Attached Documents:
// Content
0 27,875  
12 Total. Add lines 1 through 11........ 5,699,398 5,694,145  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 590,000 236,000   236,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
29,192 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
100,425 75,319   25,106
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,435,072 1,249,325   163,176
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
117,571 45   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 185,853 74,341   74,341
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
189,137 151,263   177,808
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,647,250 1,786,293   676,431
25 Contributions, gifts, grants paid....... 7,021,700 6,555,630
26 Total expenses and disbursements. Add lines 24 and 25 9,668,950 1,786,293   7,232,061
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,969,552
b Net investment income (if negative, enter -0-) 3,907,852
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 864,588 22,587 22,587
2 Savings and temporary cash investments......... 17,271,568 8,549,947 8,549,947
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 23,000 17,000 17,000
10a Investments—U.S. and state government obligations (attach schedule) 14,422,147 Click to see attachment
List of Attached Documents:
// Content
20,432,070 		20,432,070
b Investments—corporate stock (attach schedule)....... 50,574,203 Click to see attachment
List of Attached Documents:
// Content
56,000,407 		56,000,407
c Investments—corporate bonds (attach schedule)....... 7,614,224 Click to see attachment
List of Attached Documents:
// Content
10,019,252 		10,019,252
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,327,790 Click to see attachment
List of Attached Documents:
// Content
23,331,312 		23,331,312
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
327,668 		Click to see attachment
List of Attached Documents:
// Content
432,671 		Click to see attachment
List of Attached Documents:
// Content
432,671
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 118,425,188 118,805,246 118,805,246
Liabilities 17 Accounts payable and accrued expenses.......... 162,496 143,506
18 Grants payable................. 1,650,918 2,116,988
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
86,343 		Click to see attachment
List of Attached Documents:
// Content
163,605
23 Total liabilities (add lines 17 through 22)......... 1,899,757 2,424,099
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 116,525,431 116,381,147
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 116,525,431 116,381,147
30 Total liabilities and net assets/fund balances (see instructions). 118,425,188 118,805,246
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
116,525,431
2
Enter amount from Part I, line 27a .....................
2
-3,969,552
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,902,530
4
Add lines 1, 2, and 3 ..........................
4
116,458,409
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
77,262
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
116,381,147
Form 990-PF (2022)
Form 990-PF (2022)
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 PARTNERSHIP CAPITAL GAINS/LOSSES      
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 26,204,866   22,737,195 3,467,671
b     33,128 -33,128
c 8,252     8,252
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       3,467,671
b       -33,128
c       8,252
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 3,442,795
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 54,319
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 54,319
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 54,319
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 63,094
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 138,094
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 83,775
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow83,775 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowOH
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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
Yes
 
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 addressright arrowWWW.TOULMINFOUNDATION.ORG
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (201) 218-2173

Located atright arrowPO BOX 606CRESSKILLNJ ZIP+4right arrow07626
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
WILLIAM S VILLAFRANCO TRUSTEE/CEO
35.00 		300,000 0 0
PO BOX 606
CRESSKILL,NJ07626
ALEXANDER C SANGER TRUSTEE/COO
30.00 		175,000 0 0
IPPF 125 MAIDEN LANE 9TH FLOOR
NEW YORK,NY10038
WALTER P MONTAIGNE TRUSTEE
15.00 		115,000 0 0
165 W 66TH ST 10D
NEW YORK,NY10023
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
SOUTHWIND ASSOCIATES OF NJ INC INVESTMENT MGT & ADMIN SERVICES 647,887
PO BOX 606
CRESSKILL,NJ07626
EAGLE CAPITAL MANAGEMENT LLC INVESTMENT MANAGEMENT SERVICES 184,968
499 PARK AVENUE 17TH FLOOR
NEW YORK,NY10022
PZENA INVESTMENT MANAGEMENT INVESTMENT MANAGEMENT SERVICES 163,155
320 PARK AVE 8TH FLOOR
NEW YORK,NY10022
RSM US LLP ACCOUNTING SERVICES 122,825
5155 PAYSPHERE CIRCLE
CHICAGO,IL60674
TCC GROUP INVESTMENT MANAGEMENT SERVICES 93,505
333 7TH AVE 9TH FLOOR
NEW YORK,NY10001
Total number of others receiving over $50,000 for professional services.............right arrow0
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 AMOUNTS PAID DIRECTLY TO A VENDOR TO PRODUCE PROMOTIONAL VIDEOS FOR VARIOUS CHARITABLE ORGANIZATIONS. 54,521
2 OTHER INDIRECT GRANTS FOR EXPENSES PAID ON BEHALF OF CHARITABLE ORGANIZATIONS. 115,735
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
112,175,875
b
Average of monthly cash balances.......................
1b
11,252,620
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
123,428,495
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
123,428,495
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,851,427
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
121,577,068
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,078,853
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
6,078,853
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
54,319
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
43,997
c
Add lines 2a and 2b............................
2c
98,316
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,980,537
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,980,537
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
5,980,537
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
7,232,061
b
Program-related investments—total from Part VIII-B..................
1b
0
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
7,232,061
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 5,980,537
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 1,447,039
b From 2018...... 1,243,568
c From 2019...... 1,196,278
d From 2020...... 80,610
e From 2021...... 173,149
f Total of lines 3a through e ........ 4,140,644
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 7,232,061
a Applied to 2021, 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 2022 distributable amount..... 5,980,537
e Remaining amount distributed out of corpus 1,251,524
5 Excess distributions carryover applied to 2022. 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 5,392,168
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		1,447,039
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		3,945,129
10 Analysis of line 9:
a Excess from 2018.... 1,243,568
b Excess from 2019.... 1,196,278
c Excess from 2020.... 80,610
d Excess from 2021.... 173,149
e Excess from 2022.... 1,251,524
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

ALD CONNECT

35 VILLAGE ROAD
MIDDLETON,MA01949 		  PC GENERAL OPERATING SUPPORT/MEDICAL RESEARCH 150,000

AMERICAN COMPOSERS ORCHESTRA

494 EIGHTH AVENUE SUITE 503
NEW YORK,NY10001 		  PC EARSHOT READINGS EXPANSION 50,000

ANCHOR PROGRAM FUND INC

630 LIDO BLVD
LIDO BEACH,NY11561 		  PC ANCHOR PROGRAM FUND GRANT TO BENEFIT CAMP ANCHOR 300

ANDIAMO MOTORCYCLES CHARITY INC

23 HARDENBURGH AVE
HAWORTH,NJ07641 		  PC FOR GENERAL OPERATING SUPPORT 15,000

ARTIST SERIES CONCERTS OF SARASOTA INC

1226 N TAMIAMI TRAIL
SARASOTA,FL34236 		  PC ARTIST RESIDENCY PROGRAM FOR EDUCATIONAL OUTREACH 50,000

ASOLO THEATRE

5555 N TAMIAMI TRAIL
SARASOTA,FL34243 		  PC ASOLO REP'S 2023-2024 SEASON 175,000

ATLANTIC THEATER COMPANY

76 NINTH AVE
NEW YORK,NY10018 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

BALLETX

1923 WASHINGTON AVENUE
PHILADELPHIA,PA19146 		  PC FEMALE CHOREOGRAPHER IN RESIDENCE 50,000

BETH MORRISON PROJECTS INC DBA BMP

138 SOUTH OXFORD STREET SUITE 3B
BROOKLYN,NY11217 		  PC PREMIERE OF WOMEN-LED PROJECTS IN BMP'S 2023-24 SEASON 100,000

BOOK FAIRIES

70 NORTH MAIN STREET
FREEPORT,NY11520 		  PC GENERAL OPERATING SUPPORT 5,000

BOULDER CREST FOUNDATION

33735 SNICKERVILLE TURNPIKE
BLUEMONT,VA20135 		  PC GENERAL OPERATING SUPPORT 15,000

BOYS TOWN NEW ENGLAND

58 FLANAGAN RD
PORTSMOUTH,RI02871 		  PC BOYS TOWN NEW ENGLAND CARE COORDINATION SERVICES 50,000

CAMP H-TOWN

PO BOX 131353
HOUSTON,TX77219 		  PC CAMP H-TOWN EXPANSION FUND 25,000

CAMP H-TOWN

PO BOX 131353
HOUSTON,TX77219 		  PC VIRGINIA B. TOULMIN - CAMP H-TOWN SCHOLARSHIP PROGRAM 15,000

CAMP H-TOWN

PO BOX 131353
HOUSTON,TX77219 		  PC GENERAL OPERATING SUPPORT 40,000

CHILDREN FIRST INC

1723 N ORANGE AVE
SARASOTA,FL34234 		  PC JOINT REQUEST FOR CONTINUED SUPPORT OF CHANGEMAKER COLLECTIVE AND ECE NURSING POSITION 140,000

COVENANT HOUSE

5 PENN PLAZA
NEW YORK,NY10001 		  PC ANTI-HUMAN TRAFFICKING SERVICES AND ADVOCACY FOR SURVIVORS 250,000

DOMINICAN ACADEMY OF THE CITY OF NEW YORK

44 E 68TH ST
NEW YORK,NY10065 		  PC SCHOLARSHIPS 5,000

DOMINICAN SISTERS VISION OF HOPE

1555 34TH AVE
OAKLAND,CA94601 		  PC SCHOLARSHIPS 5,000

EMMA ALYSON AND KATE HANCE FAMILY FOUNDATION

130 TULIP AVENUE SUITE 1
FLORAL PARK,NY11001 		  PC SALARY SUPPORT 50,000

EMMA ALYSON AND KATE HANCE FAMILY FOUNDATION

130 TULIP AVENUE SUITE 1
FLORAL PARK,NY11001 		  PC PROJECT TITLE: ENHANCEMENT AND EXECUTION OF SUSTAINABLE PROGRAMMING 100,000

FOS FEMINISTA

125 MAIDEN LN 9TH FL
NEW YORK,NY10038 		  PC SCALING UP FINANCIAL RESILIENCE FOR SRH ORGANIZATIONS ACROSS THE GLOBAL SOUTH 260,000

FRANCISCAN BREAD FOR THE POOR INC

144 W 32ND ST
NEW YORK,NY10001 		  PC GENERAL OPERATING SUPPORT 5,000

FRANCISCAN MOUNTAIN RETREAT INC

PO BOX AR
ST BONAVENTURE,NY14778 		  PC GENERAL OPERATING SUPPORT 15,000

FRENCH ACADEMY OF BERGEN COUNTY INC

85 W DEMAREST AVE
ENGLEWOOD,NJ076312316 		  PC GENERAL OPERATING SUPPORT 10,000

GIRLS INC OF SARASOTA COUNTY

201 S TUTTLE AVE
SARASOTA,FL34237 		  PC OUTREACH/STEM/PROJECT ACCELERATE, MATCH CAMPAIGN, SCHOLARSHIP FUND 100,000

GIRLS INC OF SARASOTA COUNTY

201 S TUTTLE AVE
SARASOTA,FL34237 		  PC OUTREACH/STEM/PROJECT ACCELERATE, MATCH CAMPAIGN, SCHOLARSHIP FUND 50,000

GIRLS INC

120 WALL ST - 18TH FL
NEW YORK,NY10005 		  PC GENERAL OPERATING SUPPORT 50,000

GIVE2ASIA

600 CALIFORNIA ST
SAN FRANCISCO,CA94108 		  PC COMMUNITY LEARNING CENTER NURSING SCHOLARSHIPS 150,000

GIVE2ASIA

600 CALIFORNIA ST
SAN FRANCISCO,CA94108 		  PC GENERAL OPERATING SUPPORT 5,000

GLOBAL HEALTH CORPS

318 W 39TH STREET
NEW YORK,NY10018 		  PC INVESTING IN EMERGING LEADERS TO ACHIEVE HEALTH EQUITY 150,000

GULF COAST COMMUNITY FOUNDATION INC

601 TAMIAMI TRAIL SOUTH
VENICE,FL34285 		  PC STEP INTO THE LIGHT MENTAL HEALTH SUMMIT 25,000

HERE

145 SIXTH AVENUE
NEW YORK,NY10013 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

HERE

145 SIXTH AVENUE
NEW YORK,NY10013 		  PC PROTOTYPE FESTIVAL 100,000

HOSPITAL FOR SPECIAL SURGERY

535 EAST 70TH STREET
NEW YORK,NY10021 		  PC MITOCHONDRIAL PROTECTANT AGENT MEDICAL RESEARCH 150,000

HOSPITAL FOR SPECIAL SURGERY

535 EAST 70TH STREET
NEW YORK,NY10021 		  PC NATIONAL DOCTOR'S DAY 10,000

JEWISH COMMUNITY CENTERS OF CHICAGO

300 REVERE DRIVE
NORTHBROOK,IL60062 		  PC GROWING HOPE PROGRAM 125,000

JOEL A GINGRAS JR MEMORIAL FOUNDATION INC

955 RED COAT FARM DR
CHALFONT,PA189144423 		  PC SCHOLARSHIP SUPPORT 50,000

JOEYS FUND INC

436 HILLCREST PL
PALISADES PARK,NJ076502784 		  PC GENERAL OPERATING SUPPORT 10,000

LACES OF LOVE CHARITABLE FOUNDATION INC

1900 GULF SHORE BLVD NO
NAPLES,FL34102 		  PC CAPACITY BUIDLING (DEVELOPMENT OFFICER /MARKETING DIRECTOR / BOOKKEEPER/CONTROLLER) 50,000

LEAD

5 S MAIN ST
ALLENTOWN,NJ08501 		  PC L.E.A.D.S DTA PROGRAM (DIGITAL THREAT ASSESSMENT) 25,000

LEAGUE OF AMERICAN ORCHESTRAS

520 8TH AVENUE
NEW YORK,NY10018 		  PC VIRGINIA B. TOULMIN FOUNDATION ORCHESTRAL COMMISSIONS PROGRAM 60,330

LONG ISLAND CARES INC

10 DAVIDS DR
HAUPPAUGE,NY11788 		  PC HARRY CHAPLIN FOOD PANTRY 5,000

LUNA COMPOSITION LAB

PO BOX 242
NEW YORK,NY10101 		  PC MENTORING YOUNG FEMALE COMPOSERS 47,500

LUNA COMPOSITION LAB

PO BOX 242
NEW YORK,NY10101 		  PC MENTORING YOUNG FEMALE COMPOSERS 7,500

MANHATTAN THEATRE CLUB

311 W 43RD ST 8TH FL
NEW YORK,NY10036 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

MARIE SELBY BOTANICAL GARDENS INC

1534 MOUND ST
SARASOTA,FL34236 		  PC SPRING EXHIBITION & SALARY SUPPORT 200,000

MARIE SELBY BOTANICAL GARDENS INC

1534 MOUND ST
SARASOTA,FL34236 		  PC TRANQUIL TUESDAYS PROGRAM GRANT 25,000

MYFACE

333 EAST 30TH STREET
NEW YORK,NY10016 		  PC BOARD DEVELOPMENT GRANT 20,000

MYFACE

333 EAST 30TH STREET
NEW YORK,NY10016 		  PC GENERAL OPERATING SUPPORT 37,500

NATIONAL SAWDUST

80 N 6TH ST
BROOKLYN,NY11249 		  PC COMPOSER FELLOWSHIPS AND COMMISSIONS 200,000

NEW YORK CITY BALLET

DAVID H KOCH THEATER
NEW YORK,NY10023 		  PC EMERGING FEMALE CHOREOGRAPHERS WORKSHOP 30,000

NEW YORK CITY CENTER

130 W 56TH ST
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT FOR THE 2022-23 SEASON 100,000

NEW YORK COMMUNITY TRUST

909 THIRD AVE 22ND FL
NEW YORK,NY10022 		  PC SUPPORT ARTS AND CULTURAL, SOCIAL SERVICES, AND OTHER CHARITABLE ORGANIZATIONS 75,000

NEW YORK THEATRE WORKSHOP INC

79 EAST 4TH STREET
NEW YORK,NY10003 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

NO GREATER SACRIFICE FOUNDATION

1101 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004 		  PC SUPPORT FOR THE CUSTOMIZED SCHOLARSHIP, MENTORSHIP AND COACHING FOR OUR SCHOLARS. 50,000

NYU - SCHOOL OF MEDICINE

ONE PARK AVENUE 5TH FLOOR
NEW YORK,NY10016 		  PC NATIONAL DOCTOR'S DAY 10,000

NYU - SCHOOL OF MEDICINE

ONE PARK AVENUE 5TH FLOOR
NEW YORK,NY10016 		  PC HANSJRG WYSS DEPARTMENT OF PLASTIC SURGERYS RESEARCH FELLOWSHIP PROGRAM 75,000

NYU - SCHOOL OF MEDICINE

ONE PARK AVENUE 5TH FLOOR
NEW YORK,NY10016 		  PC NATIONAL DOCTOR'S DAY 10,000

OCEAN PROFESSIONAL THEATRE CO DBA SURFLIGHT THEATRE

201 ENGLESIDE AVENUE PO BOX 1155
BEACH HAVEN NJ 080008
BEACH HAVEN,NJ08008 		  PC STAFF EXPANSION 50,000

OCEAN PROFESSIONAL THEATRE CO DBA SURFLIGHT THEATRE

201 ENGLESIDE AVENUE PO BOX 1155
BEACH HAVEN NJ 080008
BEACH HAVEN,NJ08008 		  PC GENERAL OPERATING SUPPORT 25,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 6,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY23 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 109,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY22 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 14,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR FEMALE COMPOSERS (FY23 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 129,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR WOMEN COMPOSERS(FY24 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 18,000

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR WOMEN COMPOSERS(FY24 DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 19,200

OPERA AMERICA

330 7TH AVE
NEW YORK,NY10001 		  PC OPERATING GRANTS FOR FEMALE COMPOSERS 76,800

OPPORTUNITY MUSIC PROJECT INC

4 WEST 43RD STREET SUITE 621
NEW YORK,NY10036 		  PC FULL SCHOLARSHIPS FOR 115 OPPORTUNITY MUSIC PROJECT STUDENTS 100,000

OUR LADY OF VICTORY PARISH SCHOOL

2 FLORAL PKWY
FLORAL PARK,NY11001 		  PC GENERAL OPERATING SUPPORT 2,500

PLANNED PARENTHOOD OF GREATER NEW YORK

26 BLEECKER STREET
NEW YORK,NY10012 		  PC PROJECT STREET BEAT 100,000

PLANNED PARENTHOOD OF ILLINOIS

17 N STATE STREET
CHICAGO,IL60602 		  PC GENERAL OPERATING SUPPORT 20,000

PLANNED PARENTHOOD OF SW AND CENTRAL FL

736 CENTRAL AVENUE
SARASOTA,FL34236 		  PC PPSWCF OUTREACH EDUCATION AND SPECIAL PROJECTS 100,000

PLAYWRIGHT HORIZONS

416 WEST 42ND STREET
NEW YORK,NY10036 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

POINTS OF LIGHT FOUNDATION

600 MEANS STREET
ATLANTA,GA30318 		  PC GENERAL OPERATING SUPPORT 10,000

PROFESSIONAL CHILDREN'S SCHOOL

132 WEST 60TH STREET
NEW YORK,NY10023 		  PC PARTIAL STUDENT SCHOLARSHIP 10,000

PROFESSIONAL CHILDREN'S SCHOOL

132 WEST 60TH STREET
NEW YORK,NY10023 		  PC THE VIRGINIA B. TOULMIN SCHOLARS PROGRAM 105,500

REPRODUCTIVE HEALTH SERVICES OF PLANNED PARENTHOOD OF THE ST LOUIS REGION

4251 FOREST PARK
ST LOUIS,MO63108 		  PC PROCEDURAL AND MEDICATION ABORTION SERVICES IN SOUTHERN ILLINOIS 20,000

RIVER FUND NEW YORK INC

89-11 LEFFERTS BLVD
RICHMOND HILL,NY11418 		  PC EDUCATIONAL PATHWAYS AND GENERAL OPERATING SUPPORT 150,000

SARASOTA BALLET OF FLORIDA INC

5555 N TAMIAMI TRAIL
SARASOTA,FL34243 		  PC FEMALE CHOREOGRAPHER IN RESIDENCE 50,000

SARASOTA OPERA ASSOCIATION

61 N PINEAPPLE AVE
SARASOTA,FL34236 		  PC 2023-2024 OPERA SEASON 175,000

SARASOTA ORCHESTRA

709 N TAMIAMI TRAIL
SARASOTA,FL34236 		  PC 2022-2023 ORCHESTRA SEASON 175,000

SCHOOL OF AMERICAN BALLET

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC FEMALE CHOREOGRAPHY PROJECT 75,000

SIGNATURE THEATRE

THE PERSHING SQUARE SIGNATURE
CENTER
NEW YORK,NY10036 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

SILVER HILL HOSPITAL

208 VALLEY RD
NEW CANAAN,CT06840 		  PC PATIENT FINANCIAL AID FUND 100,000

SILVER HILL HOSPITAL

208 VALLEY RD
NEW CANAAN,CT06840 		  PC SILVER HILL HOSPITAL NURSING SCHOLARSHIP 100,000

SOHO REPERTORY THEATRE

401 BROADWAY SUITE 300
NEW YORK,NY10013 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

ST BONAVENTURE UNIVERSITY

3261 WEST STATE ROAD
ST BONAVENTURE,NY14778 		  PC UNIVERSITY MINISTRIES BONA BUDDIES YOUTH MENTORS AND READING LITERACY PROGRAM 25,000

SUNRISE ASSOCIATION

15 NEIL COURT
OCEANSIDE,NY11572 		  PC NATIONAL EXPANSION SUPPORT 185,000

SYMPHONY SPACE

2537 BROADWAY
NEW YORK,NY10025 		  PC SYMPHONY SPACES GLOBAL ARTS: CULTURAL LITERACY & HERITAGE PROGRAM 50,000

T O FAMILY FOUNDATION

35 TULIP AVE
FLORAL PARK,NY110011925 		  PC GENERAL OPERATING SUPPORT 2,500

TASTE THE IMPACT

PO BOX 1286
IMMOKALEE,FL34143 		  PC GENERAL OPERATING SUPPORT 50,000

TASTE THE IMPACT

PO BOX 1286
IMMOKALEE,FL34143 		  PC GENERAL OPERATING SUPPORT 50,000

TEATRO GRATTACIELO INC

75 WALL ST
NEW YORK,NY10005 		  PC CREATIVE TABLEAUX 50,000

THE CENTER FOR BALLET AND THE ARTS AT NEW YORK UNIVERSITY

20 COOPER SQUARE 2ND FLOOR
NEW YORK,NY10003 		  PC THE CENTER FOR BALLET AND THE ARTS AND NATIONAL SAWDUST TOULMIN FELLOWSHIP PROGRAM 100,000

THE GEORGE AND BARBARA BUSH FOUNDATION

PO BOX 14141
COLLEGE STATION,TX778414141 		  PC EDUCATIONAL PROGRAMS 25,000

THE JUILLIARD SCHOOL

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC TOULMIN SCHOLARS PROGRAM: CLASS OF 2025 VOCAL ARTS DEPARTMENT 110,000

THE JUILLIARD SCHOOL

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC TOULMIN SCHOLARS PROGRAM: CLASS OF 2024 VOCAL ARTS DEPARTMENT 115,000

THE PAINTED TURTLE

1300 4TH STREET
SANTA MONICA,CA90401 		  PC 2023 NURSING PROGRAM 100,000

THE PUBLIC THEATER

425 LAFAYETTE ST
NEW YORK,NY10003 		  PC WOMEN'S PLAYWRIGHT COMMISSIONING PROGRAM 25,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

622 WEST 113TH STREET
NEW YORK,NY10025 		  PC NATIONAL DOCTOR'S DAY 10,000

US AUTISM HOMES

315 EAST SHORE ROAD
MANHASSET,NY11030 		  PC GENERAL OPERATING SUPPORT 100,000

VAIL VALLEY FOUNDATION

90 BENCHMARK RD STE 300 STREET
ADDRESS
AVON,CO81620 		  PC 2023 VAIL DANCE FESTIVAL NOW: PREMIERES PROGRAM, FEAT. 4 FEMALE CHOREOGRAPHERS & 2 FEMALE COMPOSERS 50,000

WAVESOFSTRENGTH

202 BROOK VALLEY RD
TOWACO,NJ070821003 		  PC GENERAL OPERATING SUPPORT 10,000
Total .................................right arrow 3a 6,555,630
bApproved for future payment

BALLETX
1923 WASHINGTON AVENUE
PHILADELPHIA,PA19146 		  PC FEMALE CHOREOGRAPHER IN RESIDENCE 100,000

CHILDREN FIRST INC
1723 N ORANGE AVE
SARASOTA,FL34234 		  PC SUPPORT OF CHANGEMAKER COLLECTIVE AND ECE NURSING POSITION 90,000

GLOBAL HEALTH CORPS
318 W 39TH STREET
NEW YORK,NY10018 		  PC INVESTING IN EMERGING LEADERS TO ACHIEVE HEALTH EQUITY 150,000

JEWISH COMMUNITY CENTERS OF CHICAGO
300 REVERE DRIVE
NORTHBROOK,IL60062 		  PC GROWING HOPE PROGRAM 75,000

LEAGUE OF AMERICAN ORCHESTRAS
520 8TH AVENUE
NEW YORK,NY10018 		  PC VIRGINIA B. TOULMIN FOUNDATION ORCHESTRAL COMMISSIONS PROGRAM 329,670

LUNA COMPOSITION LAB
PO BOX 242
NEW YORK,NY10101 		  PC MENTORING YOUNG FEMALE COMPOSERS 75,000

NEW YORK CITY CENTER
130 W 56TH ST
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT FOR THE 2023-24 SEASON 100,000

NYU - SCHOOL OF MEDICINE
ONE PARK AVENUE 5TH FLOOR
NEW YORK,NY10016 		  PC HANSJRG WYSS DEPARTMENT OF PLASTIC SURGERYS RESEARCH FELLOWSHIP PROGRAM 75,000

OPERA AMERICA
330 7TH AVE
NEW YORK,NY10001 		  PC OPERA GRANTS FOR WOMEN COMPOSERS(DISCOVERY GRANTS, COMMISSIONING GRANTS, ANCILLARY SUPPORT) 400,000

OPPORTUNITY MUSIC PROJECT INC
4 WEST 43RD STREET SUITE 621
NEW YORK,NY10036 		  PC FULL SCHOLARSHIPS FOR 115 OPPORTUNITY MUSIC PROJECT STUDENTS 50,000

PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEECKER STREET
NEW YORK,NY10012 		  PC PROJECT STREET BEAT 100,000

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
7155 E 38TH AVE
DENVER,CO80207 		  PC EXPANDED REPRODUCTIVE AND ABORTION CARE SERVICES IN THE ROCKY MOUNTAIN REGION 20,000

PROTOTYPE FESTIVAL FISCALLY SPONSORED BY BETH MORRISON PROJECTS
138 SOUTH OXFORD STREET
BROOKLYN,NY112171694 		  PC PROTOTYPE FESTIVAL 100,000

SARASOTA BALLET OF FLORIDA INC
5555 N TAMIAMI TRAIL
SARASOTA,FL34243 		  PC FEMALE CHOREOGRAPHER IN RESIDENCE 122,907

TASTE THE IMPACT
PO BOX 1286
IMMOKALEE,FL34143 		  PC GENERAL OPERATING SUPPORT 50,000

THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC TOULMIN SCHOLARS PROGRAM: CLASS OF 2025 115,000

US AUTISM HOMES
315 EAST SHORE ROAD
MANHASSET,NY11030 		  PC GENERAL OPERATING SUPPORT 50,000

WATERMAN'S COMMUNITY CENTER
PO BOX 526
NORTH HAVEN,ME04853 		  PC GENERAL OPERATING SUPPORT TARGETED AT DRAMATIC PROGRAMMING 45,000
Total ................................. right arrow 3b 2,047,577
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 2,223,475  
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 3,475,923  
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 5,699,398 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,699,398
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 100,425 75,319   25,106

TY 2022 ExplnOfNonFilingWithAGStmt
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Statement:
THE OHIO ATTORNEY GENERAL REQUIRES THE FILING OF AN ANNUAL REPORT AND PAYMENT OF A FILING FEE AND DOES NOT REQUIRE OR ACCEPT A COPY OF FORM 990-PF.

TY 2022 GeneralExplanationAttachment
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Identifier Return Reference Explanation
TRANSFERS FROM CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: VIRGINIA B. TOULMIN IRREVOCABLE TRUSTEMPLOYER ID NO: 61-6399748ADDRESS: 10 WEST SECOND STREET, 26TH FLOOR, DAYTON, OH 45402DESCRIPTION OF TRANSFER: CASH TRANSFERS OF CONTRIBUTION RECEIVABLE FROM TRUST DURING THE YEARAMOUNT OF TRANSFER: NONETOTAL AMOUNT OF TRANSFERS FROM CONTROLLED ENTITIES: $80,000EXCESS BUSINESS HOLDING: NO

TY 2022 InvestmentsCorpBondsSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS CO ALT TIER I PERP 3.55% 22,812 22,812
AMGEN INC 5.25% 115,364 115,364
BANK OF AMERICA CORP FR 3.974% 114,143 114,143
BK OF AMERICA CORP 6.125% 32,023 32,023
BANK OF NEW YORK MELLON CORP 4.7% 23,664 23,664
BANK OF NOVA SCOTIA 1.3% 121,483 121,483
BOEING 2.196% 120,358 120,358
BRISTOL MYERS SQUIBB 3.4% 116,687 116,687
CITIGROUP INC 3.887% 120,455 120,455
CITIGROUP INC 4% 32,599 32,599
ENERGY TRANSFER LP 6.55% 123,431 123,431
ENTERGY LOUISIANA LLC ENTERGY LA 123,396 123,396
FIFTH THIRD BANCORP COMP 5.1% 14,480 14,480
GOLDMAN SACHS GROUP INC 4.223% 191,787 191,787
GOLDMAN SACHS GROUP INC 5.5% 33,151 33,151
HONEYWELL INTL INC 5% 118,353 118,353
INTUIT 5.2% 119,178 119,178
JPMORGAN CHASE & CO PERP SR-Q N 5.15% 26,055 26,055
NEXTRERA ENERGY CAP HLDGS INC 117,738 117,738
ORACLE CORP 4.9% 116,958 116,958
PNC FINL SVCS GROUP INC 6.25% 17,281 17,281
SCHWAB CHARLES CORP 5.375% 23,755 23,755
STATE STREET CORP 5.625% 24,921 24,921
STRYKER CORPORATION 3.65% 116,361 116,361
T MOBILE USA INC 2.625% 120,141 120,141
TRUIST FINL CORP 5.05% 22,752 22,752
TRUIST FINL CORP 4.95% 9,068 9,068
WELLS FARGO & CO 3.9% 32,048 32,048
WELLS FARGO & CO 5.574% 120,464 120,464
WELLS FARGO & CO 3.75% 596,309 596,309
MORGAN STANLEY 3.875% 405,889 405,889
U.S. BANCORP 1.45% 391,120 391,120
MICROSOFT CORP 3.125% 384,100 384,100
GOLDMAN SACHS INT 3.5% 590,506 590,506
BANK OF AMERICA 3.248% 388,112 388,112
AMERICAN EXPRESS 5.85% 374,611 374,611
CVS HEALTH CORP 4.3% 351,424 351,424
VERIZON COMMUNI 4.329% 373,434 373,434
BP CAPITAL MARK 4.234% 375,870 375,870
QUALCOMM INC 2.15% 355,944 355,944
JPMORGAN CHASE & VAR 337,490 337,490
AMAZON.COM, INC. 3.6% 325,270 325,270
CAPITAL ONE FINL 3.95% 104,250 104,250
CITIGROUP INC 3.875% 112,894 112,894
TRUIST FINL CORP 5.1% 107,831 107,831
WELLS FARGO & CO 3.9% 108,281 108,281
BANK AMER CORP 4.2% 147,566 147,566
FORD MOTOR CO 4.346% 169,670 169,670
THE BOEING CO 5.04% 193,755 193,755
EQT CORP 5.7% 141,375 141,375
DELTA AIR LINES 4.375% 95,288 95,288
MICRON TECHNOLOG 6.75% 100,000 100,000
CENTENE CORP 4.625% 143,088 143,088
BALL CORP 2.875% 140,400 140,400
UNITED RENTALS 3.875% 143,281 143,281
T-MOBILE USA INC 3.5% 165,287 165,287
OCCIDENTAL PETROL 7.5% 141,413 141,413
EL PASO ENERGY CO 7.8% 142,761 142,761
BROADCOM INC. 4.3% 139,914 139,914
JEFFERIES FINL G 6.25% 71,188 71,188
FREEPORT-MCMORAN 5.45% 110,025 110,025

TY 2022 InvestmentsCorpStockSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Name of Stock End of Year Book Value End of Year Fair Market Value
AIRBNB INC 203,104 203,104
ALIGN TECHNOLOGY INC 132,720 132,720
AMAZON.COM INC 1,142,445 1,142,445
ATLASSIAN CORP PLC F 504,347 504,347
BLOCK INC 364,303 364,303
CLOUDFARE INC 217,576 217,576
COSTAR GROUP INC 296,430 296,430
DATADOG INC 368,815 368,815
DEXCOMINC 700,681 700,681
DOORDASH INC 272,443 272,443
EDWARDS LIFESCIENCES 154,394 154,394
ENTEGRIS INC 342,476 342,476
FLOOR & DECOR HOLDINGS 225,941 225,941
LAM RESEARCH CORP 463,517 463,517
MATCH GROUP INC NEW 214,001 214,001
META PLATFORMS INC 691,113 691,113
MICROSOFT 1,356,835 1,356,835
NETFLIX INC 390,694 390,694
NU HOLDINS LTD 236,619 236,619
NVIDIA CORP 935,493 935,493
SEA LTD 188,776 188,776
SERVICE NOW INC 1,104,933 1,104,933
SHOPIFY INC 338,258 338,258
SNOWFLAKE INC 462,529 462,529
UBER TECHNOLOGIES INC 343,384 343,384
ULTRAGENYX PHARMA 179,620 179,620
VISA INC 697,072 697,072
10X GENOMICS INC 158,795 158,795
MORGAN STANLEY 31,376 31,376
NORTHERN TR CORP 22,620 22,620
REGIONS FINANCIAL CORP NEW 11,781 11,781
AT&T INC 24,174 24,174
ALLSTATE CORP 22,382 22,382
METLIFE INC INC PFD SER A 24,360 24,360
ARCHER PHARMACEUTICALS, INC 2,500 2,500
AERCAP HOLDINGS NV 665,554 665,554
ALPHABET INC. 1,377,799 1,377,799
AMAZON.COM INC 1,547,970 1,547,970
AON PLC F 415,215 415,215
BAYER AG 400,309 400,309
CAPITAL ONE FC 469,986 469,986
CHARTER COMMUNICATN 161,120 161,120
COMCAST CORP 606,591 606,591
CONOCOPHILLIPS 1,308,344 1,308,344
ELEVANCE HEALTH INC 611,672 611,672
GENERAL ELECTRIC CO 888,268 888,268
GOLDMAN SACHS GROUP 715,305 715,305
HILTON WORLDWIDE HLD 405,040 405,040
LIBERTY BROADBAND CO 555,696 555,696
MARRIOTT INTL INC 387,868 387,868
META PLATFORMS INC 1,077,643 1,077,643
MICROSOFT CORP 1,438,996 1,438,996
NETFLIX INC 842,729 842,729
OCCIDENTAL PETROL CO 125,969 125,969
PROSUS N V 374,504 374,504
SAFRAN 750,411 750,411
SAP SE 526,888 526,888
SHELL PLC 1,065,430 1,065,430
TAIWAN SEMICONDUCTR 247,278 247,278
UNITEDHEALTH GRP INC 776,562 776,562
VISA INC 262,137 262,137
WELLS FARGO & CO 712,718 712,718
WOODWARD INC 352,901 352,901
AVNET INC 644,775 644,775
BANK OF AMERICA CORP 518,055 518,055
BELDEN INC 410,582 410,582
CAPITAL ONE FC 554,968 554,968
CITIGROUP INC 1,035,625 1,035,625
CNO FINL GROUP 459,822 459,822
COGNIZANT TECH SOLU 606,340 606,340
DOW INC 750,285 750,285
EQUITABLE HLDGS INC 705,885 705,885
FRESENIUS MEDICAL CARE 551,135 551,135
GILDAN ACTIVEWEAR 322,084 322,084
HOOKER FURNITURE CO 534,839 534,839
INTERFACE INC 308,545 308,545
JELD WEN-HOLDING INC 291,838 291,838
LEAR CORP 807,237 807,237
MASONITE INTL CORP 454,343 454,343
METLIFE INC 721,620 721,620
NEWELL BRANDS INC 252,195 252,195
NOV INC 970,934 970,934
OLIN CORP 431,088 431,088
PHIBRO ANIMAL HEALTH 345,531 345,531
PVH CORP 584,986 584,986
RESIDEO TECHNOLOGIES INC 468,631 468,631
STEELCASE INC 1,104,747 1,104,747
TRIMAS CORP 366,031 366,031
WELLS FARGO & CO 978,819 978,819
ACCENTURE PLC 125,075 125,075
ALPHABET INC 365,043 365,043
AMAZON.COM INC 287,741 287,741
AMERICAN EXPRESS CO 134,202 134,202
ANALOG DEVICES INC 161,893 161,893
APPLIED MATERIALS INC 117,792 117,792
APTIV PLC 43,251 43,251
AVERY DENNISON CORP 95,913 95,913
BANK OF AMERICA CORP 158,699 158,699
CONOCOPHILLIPS 162,875 162,875
DANAHER CORP 154,960 154,960
ESTEE LAUDER CO INC 77,451 77,451
GOLDMAN SACHS GROUP 105,960 105,960
HONEYWELL INTL INC 157,604 157,604
INTERCONTINENTAL EXC 185,334 185,334
IQVIA HOLDINGS INC 93,851 93,851
JOHNSON & JOHNSON 142,703 142,703
KENVUE INC 40,120 40,120
MARSH & MC LENNAN CO 207,287 207,287
MCDONALDS CORP 155,205 155,205
MEDTRONIC PLC F 88,906 88,906
MICROSOFT CORP 466,254 466,254
NORFOLK SOUTHERN CO 140,612 140,612
SYSCO CORP 119,217 119,217
UNITEDHEALTH GRP INC 188,517 188,517
VISA INC 197,014 197,014
WASTE MANAGEMENT 139,516 139,516
PROLOGIS INC 91,582 91,582
AERSALE CORP 111,770 111,770
AIR TRANS SVCS GROUP 98,535 98,535
ASURE SOFTWARE INC 106,596 106,596
BARRETT BUSINESS SVC 124,843 124,843
BGC PARTNERS INC 48,574 48,574
CAPSTAR FINL HLDGS 20,493 20,493
E C N CAPITAL CORP F 81,586 81,586
EVERI HOLDINGS INC 67,384 67,384
FIRST BUSEY CORP 43,096 43,096
FIRST NORTHWEST BANCORP 36,177 36,177
HARROW HEALTH INC 106,079 106,079
IMAX CORP 51,534 51,534
INFORMATION SVCS GP 58,829 58,829
JEFFERIES FINL 99,758 99,758
KKR & CO INC 110,800 110,800
LAKELAND INDUSTRIES 47,702 47,702
LANTHEUS HOLDINGS INC 94,962 94,962
MOTORCAR PARTS OF AM 39,024 39,024
PERION NETWORK LTD F 124,714 124,714
POWERFLEET INC 63,483 63,483
QUINSTREET INC 169,480 169,480
SMARTFINL INC 46,913 46,913
STONERIDGE INC 32,377 32,377
STONEX GROUP INC 121,056 121,056
SYNOVUS FINL CO 28,807 28,807
TARGET HOSPITALITY CORP 284,829 284,829
TRONOX HOLDINGS PLC F 40,889 40,889
VERINT SYSTEMS INC 26,616 26,616
VISTEON CORP 74,259 74,259
ADOBE INC 65,443 65,443
ADVANCED MICRO DEVICES 59,396 59,396
ALPHABET INC. 87,459 87,459
AMAZON.COM INC 75,595 75,595
AMPHENOL CORP-CL A 29,965 29,965
ANALOG DEVICES INC 23,757 23,757
APPLE INC 9,392 9,392
ARISTA NETWORKS INC 16,230 16,230
ASML HOLDING NV-NY REG SHS 27,545 27,545
ATLASSIAN CORP -CLASS A 19,328 19,328
AXCELIS TECHNOLOGIES INC 7,140 7,140
BILL HOLDINGS INC 7,760 7,760
BOOKING HOLDINGS INC 39,054 39,054
BROADCOM INC 30,289 30,289
CONFLUENT INC-CLASS A 31,223 31,223
CREDO TECHNOLOGY GROUP HOLD 18,017 18,017
CROWDSTRIKE HOLDINGS INC - A 29,167 29,167
DATADOG, INC - CLASS A 22,486 22,486
DEXCOM INC 12,525 12,525
ELASTIC NV 29,791 29,791
ENTEGRIS INC 15,495 15,495
EQUINIX INC 29,915 29,915
FIRST SOLAR INC 7,835 7,835
GLOBALFOUNDRIES INC 12,852 12,852
HASHICORP INC-CL A 4,804 4,804
HUBSPOT INC 40,682 40,682
INTUIT INC 34,647 34,647
JABIL INC 34,875 34,875
LAM RESEARCH CORP 49,410 49,410
MARVELL TECHNOLOGY INC 30,174 30,174
MERCADOLIBRE INC 31,019 31,019
META PLATFORMS INC-CLASS A 134,969 134,969
MICRON TECHNOLOGY INC 24,140 24,140
MICROSOFT CORP 40,573 40,573
MKS INSTRUMENTS INC 9,127 9,127
MONGODB INC 50,999 50,999
MONOLITHIC POWER SYSTEMS INC 33,131 33,131
NETFLIX IN 72,869 72,869
NU HOLDINGS LTD/CAYMAN ISL-A 4,518 4,518
NVIDIA CORP 84,822 84,822
OKTA INC 22,919 22,919
ONTO INNOVATION INC 5,731 5,731
ORACLE CORP 76,930 76,930
PALO ALTO NETWORKS INC 22,115 22,115
PROCORE TECHNOLOGIES IN 27,063 27,063
RAMBUS INC 15,538 15,538
SALESFORCE COM 60,450 60,450
SERVICENOW INC 36,657 36,657
SHOPIFY INC - CLASS A 41,622 41,622
SNOWFLAKE INC-CLASS A 30,042 30,042
SUPER MICRO COMPUTER INC 8,621 8,621
SYNOPYSYS INC 86,846 86,846
TAKE TWO INTERACTIVE SOFTWARE 36,514 36,514
TESLA INC 83,750 83,750
TRADE DESK INC/THE -CLASS A 39,667 39,667
UBER TECHNOLOGIES INC 51,330 51,330
UNIVERSAL DISPLAY CORP 20,738 20,738
VEEVA SYSTEMS INC - CLASS A 25,245 25,245
VICOR CORP 7,864 7,864
WOLFSPEED INC 9,611 9,611
WORKDAY INC-CLASS A 58,644 58,644

TY 2022 InvestmentsGovtObligationsSch
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
US Government Securities - End of Year Book Value:

12,701,925
US Government Securities - End of Year Fair Market Value:

12,701,925
State & Local Government Securities - End of Year Book Value:


7,730,145
State & Local Government Securities - End of Year Fair Market Value:


7,730,145


TY 2022 InvestmentsOtherSchedule2
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MATTHEWS ASIA DIVIDEND FMV 1,369,943 1,369,943
WILLIAM BLAIR INTERNATIONAL FMV 4,269,715 4,269,715
NEUBERGER BERMAN EMERG M FMV 3,230,564 3,230,564
SCOGGIN OVERSEAS FUND LTD FMV 4,340,184 4,340,184
LIGHTHOUSE GLOBAL LONG/SHORT FUND FMV 9,733,172 9,733,172
HACKMAN CAPITAL REAL ESTATE FUND II FMV 387,734 387,734

TY 2022 LegalFeesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 29,192 0   0


TY 2022 OtherAssetsSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST RECEIVABLE 195,247 266,328 266,328
CONTRIBUTION RECEIVABLE 132,421 137,593 137,593
OTHER RECEIVABLE 0 28,750 28,750


TY 2022 OtherDecreasesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Amount
DEFERRED FEDERAL EXCISE TAXES 77,262


TY 2022 OtherExpensesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARTNERSHIP EXPENSES 0 143,711   0
OFFICE EXPENSES 18,881 7,552   7,552
PROGRAM EXPENSES 170,256 0   170,256


TY 2022 OtherIncomeSchedule2
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME   27,875  


TY 2022 OtherIncreasesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Amount
GAIN/LOSS ON CONTRIBUTION RECEIVABLE 5,172
UNREALIZED CHANGE IN FAIR VALUE OF INVESTMENTS 3,897,358


TY 2022 OtherLiabilitiesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 86,343 163,605


TY 2022 OtherProfessionalFeesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY FEES 1,249,325 1,249,325   0
INVESTMENT CONSULTANT AND ADMINISTRATIVE SERVICES 185,747 0   163,176


TY 2022 TaxesSchedule
Name:
VIRGINIA B TOULMIN CHARITABLE
 
FOUNDATION III
EIN:
13-7385769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 117,526 0   0
FOREIGN TAX PAID 45 45   0