efile Public Visual Render
ObjectId: 202141239349102414 - Submission: 2021-05-03
TIN: 47-3796588
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
THE JERRY & MARILYN HANDLER FOUNDATION
C/O DAWN HANDLER HARBART
Number and street (or P.O. box number if mail is not delivered to street address)
1641 THIRD AVENUE NO 14A
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
10128
A Employer identification number
47-3796588
B
Telephone number (see instructions)
(917) 575-8544
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
1,190,287
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
9,847
9,847
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
15,412
b
Gross sales price for all assets on line 6a
94,218
7
Capital gain net income (from Part IV, line 2)
...
15,412
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)
.......
33,087
33,087
12
Total.
Add lines 1 through 11
........
58,346
58,346
13
Compensation of officers, directors, trustees, etc.
0
0
0
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)
....
13,219
5,862
7,357
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
500
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,039
215
824
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
14,758
6,077
8,181
25
Contributions, gifts, grants paid
.......
56,000
56,000
26
Total expenses and disbursements.
Add lines 24 and 25
70,758
6,077
64,181
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-12,412
b
Net investment income
(if negative, enter -0-)
52,269
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Page 2
Form 990-PF (2020)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
58,970
38,858
38,858
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)
Less: allowance for doubtful accounts
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)
.......
506,274
509,237
602,829
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)
..........
0
0
548,600
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
565,244
548,095
1,190,287
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
)
130,917
109,910
23
Total liabilities
(add lines 17 through 22)
.........
130,917
109,910
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
........
434,327
421,942
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
16,243
29
Total net assets or fund balances
(see instructions)
.....
434,327
438,185
30
Total liabilities and net assets/fund balances
(see instructions)
.
565,244
548,095
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
434,327
2
Enter amount from Part I, line 27a
.....................
2
-12,412
3
Other increases not included in line 2 (itemize)
3
16,270
4
Add lines 1, 2, and 3
..........................
4
438,185
5
Decreases not included in line 2 (itemize)
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
438,185
Form
990-PF
(2020)
Page 3
Form 990-PF (2020)
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
CASH IN LIEU - SEE ATTACHED
2020-12-31
b
CAPITAL GAINS DIVIDENDS
2020-12-31
c
CHECK POINT SOFTWARE TECH
2019-02-13
2020-01-07
d
F5 NETWORKS INC
2019-06-14
2020-01-08
e
PHILLIPS 66
2019-07-19
2020-01-17
PHILLIPS 66
2019-07-22
2020-01-23
CHECK POINT SOFTWARE TECH
2019-02-14
2020-01-24
NOVO-NORDISK A/S-SPONS ADR
2019-04-10
2020-01-24
WALT DISNEY CO/THE
2019-05-03
2020-02-07
SYNCHRONY FINANCIAL
2019-04-11
2020-02-12
SYNCHRONY FINANCIAL
2019-09-03
2020-02-12
SYNCHRONY FINANCIAL
2019-09-03
2020-02-25
SYNCHRONY FINANCIAL
2019-09-04
2020-02-25
SYNCHRONY FINANCIAL
2019-09-04
2020-03-04
FNF GROUP
2019-03-19
2020-03-05
PHILLIPS 66
2019-07-22
2020-03-10
PHILLIPS 66
2019-07-23
2020-03-10
PHILLIPS 66
2019-07-29
2020-03-10
STARBUCKS CORP
2019-06-14
2020-03-18
BROADCOM INC
2019-05-14
2020-03-20
BROADCOM INC
2019-05-14
2020-03-24
REGENCY CENTERS CORP
2019-05-16
2020-03-24
STARBUCKS CORP
2019-06-14
2020-03-24
FNF GROUP
2019-04-17
2020-03-26
BROADCOM INC
2019-05-14
2020-04-01
BROADCOM INC
2019-06-13
2020-04-01
BROADCOM INC
2019-06-13
2020-04-02
KLA CORP
2020-01-17
2020-04-08
L3 HARRIS TECHNOLOGIES INC
2020-01-27
2020-04-08
AMERICOLD REALTY TRUST
2020-02-07
2020-04-09
NOVO-NORDISK A/S-SPONS ADR
2019-04-10
2020-04-09
NOVO-NORDISK A/S-SPONS ADR
2019-04-11
2020-04-09
NOVO-NORDISK A/S-SPONS ADR
2019-04-16
2020-04-09
REGENERON PHARMACEUTICALS
2019-11-14
2020-04-20
BROADCOM INC
2019-07-31
2020-04-21
CITRIX SYSTEMS INC
2019-06-17
2020-04-21
F5 NETWORKS INC
2019-06-14
2020-04-27
JOHNSON & JOHNSON
2019-05-15
2020-04-27
ROCHE HOLDINGS LTD-SPONS ADR
2019-05-21
2020-04-27
KLA CORP
2020-01-17
2020-05-07
KLA CORP
2020-01-31
2020-05-07
ALIGN TECHNOLOGY INC
2020-03-05
2020-07-17
MERCK & CO. INC.
2019-09-24
2020-07-17
NVIDIA CORP
2020-03-24
2020-08-18
CISCO SYSTEMS INC
2019-09-03
2020-08-28
ROYAL DUTCH SHELL-SPON ADR-B
2019-11-13
2020-10-07
ROYAL DUTCH SHELL-SPON ADR-B
2019-11-21
2020-10-07
PINNACLE WEST CAPITAL
2020-06-02
2020-10-21
PINNACLE WEST CAPITAL
2020-07-07
2020-10-21
QUALCOMM INC
2020-06-04
2020-10-21
MASCO CORP
2020-05-18
2020-10-23
INTEL CORP
2019-12-02
2020-10-27
INTEL CORP
2019-12-02
2020-11-03
INTEL CORP
2020-02-07
2020-11-03
PFIZER INC
2019-11-21
2020-11-09
ALIGN TECHNOLOGY INC
2020-03-06
2020-11-10
PEPSICO INC
2019-12-02
2020-11-23
PEPSICO INC
2019-12-03
2020-11-23
CUBESMART
2020-02-18
2020-12-09
KLA CORP
2020-02-06
2020-12-11
KLA CORP
2020-02-10
2020-12-11
INGERSOLL-RAND INC
2020-06-25
2020-12-14
TAKE-TWO INTERACTIVE SOFTWRE
2020-06-09
2020-12-14
TAKE-TWO INTERACTIVE SOFTWRE
2020-06-11
2020-12-14
TAKE-TWO INTERACTIVE SOFTWRE
2020-06-12
2020-12-14
TAKE-TWO INTERACTIVE SOFTWRE
2020-06-16
2020-12-14
INGERSOLL-RAND INC
2020-06-25
2020-12-15
INGERSOLL-RAND INC
2020-06-25
2020-12-16
KLA CORP
2020-02-10
2020-12-17
KLA CORP
2020-03-10
2020-12-17
ALIGN TECHNOLOGY INC
2020-03-09
2020-12-18
DECKERS OUTDOOR CORP
2020-05-21
2020-12-24
QUALCOMM INC
2020-06-04
2020-12-24
UNITED RENTALS INC
2020-04-01
2020-12-24
AECOM
2020-04-23
2020-12-28
LPL FINANCIAL HOLDINGS INC
2020-05-20
2020-12-28
NXP SEMICONDUCTORS NV
2020-03-13
2020-12-28
ALTRIA GROUP INC
2017-02-27
2020-01-17
ALTRIA GROUP INC
2017-10-03
2020-01-17
BOEING CO/THE
2017-08-04
2020-01-17
EOG RESOURCES INC
2017-02-27
2020-01-17
GILEAD SCIENCES INC
2017-02-27
2020-01-17
GILEAD SCIENCES INC
2018-11-06
2020-01-17
GILEAD SCIENCES INC
2018-11-07
2020-01-17
JPMORGAN CHASE & CO
2017-02-27
2020-01-17
WALT DISNEY CO/THE
2017-02-27
2020-01-17
BERNSTEIN INTERMEDIATE
2017-02-27
2020-01-22
BOEING CO/THE
2017-08-04
2020-01-22
BERKSHIRE HATHAWAY INC-CL B
2018-07-20
2020-01-24
MERCK & CO. INC.
2017-02-27
2020-01-24
MERCK & CO. INC.
2018-01-16
2020-01-24
BOEING CO/THE
2017-08-29
2020-01-27
EVEREST RE GROUP LTD
2018-02-02
2020-01-29
NORFOLK SOUTHERN CORP
2017-02-27
2020-01-30
EVEREST RE GROUP LTD
2018-02-09
2020-01-31
BERKSHIRE HATHAWAY INC-CL B
2018-07-20
2020-02-03
NORFOLK SOUTHERN CORP
2017-02-27
2020-02-04
ALTRIA GROUP INC
2017-10-03
2020-02-07
ALTRIA GROUP INC
2018-07-25
2020-02-07
BOEING CO/THE
2017-10-23
2020-02-07
FNF GROUP
2018-06-18
2020-02-07
FNF GROUP
2018-07-23
2020-02-07
WALT DISNEY CO/THE
2018-02-01
2020-02-07
WALT DISNEY CO/THE
2018-08-02
2020-02-07
SYNCHRONY FINANCIAL
2017-02-27
2020-02-11
SYNCHRONY FINANCIAL
2017-06-05
2020-02-11
SYNCHRONY FINANCIAL
2017-06-05
2020-02-12
ORACLE CORP
2017-02-27
2020-02-27
COSTCO WHOLESALE CORP
2017-07-14
2020-03-02
ALTRIA GROUP INC
2018-07-25
2020-03-04
ALTRIA GROUP INC
2018-08-01
2020-03-04
MERCK & CO. INC.
2018-01-16
2020-03-04
MERCK & CO. INC.
2018-01-26
2020-03-04
FNF GROUP
2018-07-23
2020-03-05
REGENCY CENTERS CORP
2018-10-10
2020-03-05
REGENCY CENTERS CORP
2018-10-11
2020-03-05
REGENCY CENTERS CORP
2018-10-12
2020-03-05
ROYAL DUTCH SHELL-SPON ADR-B
2018-12-26
2020-03-06
ROYAL DUTCH SHELL-SPON ADR-B
2018-12-27
2020-03-06
ROYAL DUTCH SHELL-SPON ADR-B
2018-12-28
2020-03-06
MERCK & CO. INC.
2018-01-26
2020-03-09
MERCK & CO. INC.
2018-09-28
2020-03-09
DOLLAR GENERAL CORP
2018-12-26
2020-03-13
REGENCY CENTERS CORP
2018-10-12
2020-03-13
REGENCY CENTERS CORP
2018-11-20
2020-03-13
WALMART INC
2017-06-09
2020-03-19
APPLE INC
2017-02-27
2020-03-24
MERCK & CO. INC.
2018-09-28
2020-03-24
REGENCY CENTERS CORP
2018-11-20
2020-03-24
REGENCY CENTERS CORP
2018-11-29
2020-03-24
EVEREST RE GROUP LTD
2018-06-08
2020-03-25
EVEREST RE GROUP LTD
2018-07-26
2020-03-26
FNF GROUP
2019-03-19
2020-03-26
CHECK POINT SOFTWARE TECH
2019-02-14
2020-04-02
CHEVRON CORP
2018-01-16
2020-04-02
PROGRESSIVE CORP
2017-02-27
2020-04-02
ROSS STORES INC
2017-04-10
2020-04-06
ROSS STORES INC
2017-06-08
2020-04-06
AB DISCOVERY GRWTH FUND- AD
2017-02-27
2020-04-08
ANTHEM INC
2018-02-27
2020-04-08
APPLE INC
2017-02-27
2020-04-08
BERKSHIRE HATHAWAY INC-CL B
2018-07-20
2020-04-08
FACEBOOK INC-A1
2017-02-27
2020-04-08
HOME DEPOT INC
2017-02-27
2020-04-08
JPMORGAN CHASE & CO
2017-05-02
2020-04-08
MICROSOFT CORP
2017-02-27
2020-04-08
NIKE INC -CL B
2017-02-27
2020-04-08
PROGRESSIVE CORP
2017-02-27
2020-04-08
UNITEDHEALTH GROUP INC
2017-02-27
2020-04-08
VERIZON COMMUNICATIONS INC
2018-05-22
2020-04-08
VERTEX PHARMACEUTICALS INC
2018-11-07
2020-04-08
BERKSHIRE HATHAWAY INC-CL B
2018-07-20
2020-04-09
DOLLAR GENERAL CORP
2019-01-28
2020-04-09
CHECK POINT SOFTWARE TECH
2019-03-18
2020-04-13
CHECK POINT SOFTWARE TECH
2019-04-12
2020-04-13
MICROSOFT CORP
2017-02-27
2020-04-21
BERNSTEIN INTERMEDIATE
2017-02-27
2020-04-22
AB GLOBAL BOND FUND- ADV
2017-02-27
2020-04-24
BERNSTEIN INTERMEDIATE
2017-02-27
2020-04-24
CBRE GROUP INC
2018-05-03
2020-04-24
DELTA AIR LINES INC
2017-02-27
2020-04-24
CISCO SYSTEMS INC
2017-02-27
2020-04-27
DELTA AIR LINES INC
2017-02-27
2020-04-27
DELTA AIR LINES INC
2019-02-01
2020-04-27
DELTA AIR LINES INC
2019-04-15
2020-04-27
HONEYWELL INTERNATIONAL INC
2017-02-27
2020-04-27
PEPSICO INC
2017-02-27
2020-04-27
PROCTER & GAMBLE CO/THE
2017-03-21
2020-04-27
TJX COMPANIES INC
2017-05-24
2020-04-27
FIDELITY NATIONAL INFORMATION
2018-07-20
2020-04-28
ORACLE CORP
2017-02-27
2020-04-28
JPMORGAN CHASE & CO
2017-05-08
2020-04-29
JPMORGAN CHASE & CO
2017-05-25
2020-04-29
MICROSOFT CORP
2017-02-27
2020-04-29
DOLLAR GENERAL CORP
2019-01-31
2020-05-01
US FOODS HOLDING CORP
2018-09-10
2020-05-01
WELLS FARGO & COMPANY
2017-02-27
2020-05-01
JPMORGAN CHASE & CO
2017-05-25
2020-05-04
JPMORGAN CHASE & CO
2017-06-22
2020-05-15
JPMORGAN CHASE & CO
2017-06-23
2020-05-15
US FOODS HOLDING CORP
2018-09-10
2020-05-15
US FOODS HOLDING CORP
2018-10-18
2020-05-15
US FOODS HOLDING CORP
2019-03-13
2020-05-15
JPMORGAN CHASE & CO
2017-06-23
2020-05-18
JPMORGAN CHASE & CO
2018-06-18
2020-05-18
ROSS STORES INC
2017-06-08
2020-05-18
ROSS STORES INC
2017-11-30
2020-05-18
ROSS STORES INC
2017-11-30
2020-05-19
ROSS STORES INC
2018-06-07
2020-05-19
FACEBOOK INC-A1
2017-02-27
2020-06-03
COMCAST CORP-CLASS A
2017-02-27
2020-06-08
FACEBOOK INC-A1
2017-02-27
2020-06-10
DOLLAR GENERAL CORP
2019-01-31
2020-06-15
DOLLAR GENERAL CORP
2019-02-14
2020-06-15
MICROSOFT CORP
2017-02-27
2020-06-15
BERKSHIRE HATHAWAY INC-CL B
2018-07-20
2020-06-24
BERKSHIRE HATHAWAY INC-CL B
2018-08-02
2020-06-25
MERCK & CO. INC.
2018-09-28
2020-06-25
BERKSHIRE HATHAWAY INC-CL B
2018-08-02
2020-06-26
BERKSHIRE HATHAWAY INC-CL B
2018-08-17
2020-06-26
NOVO-NORDISK A/S-SPONS ADR
2019-04-16
2020-07-02
NOVO-NORDISK A/S-SPONS ADR
2019-06-26
2020-07-02
ADOBE INC
2017-02-27
2020-07-06
MICROSOFT CORP
2017-02-27
2020-07-06
CISCO SYSTEMS INC
2017-02-27
2020-07-17
MERCK & CO. INC.
2018-09-28
2020-07-17
MERCK & CO. INC.
2019-03-29
2020-07-17
PAYPAL HOLDINGS INC
2019-01-18
2020-07-20
BERNSTEIN INTERMEDIATE
2017-02-27
2020-07-22
PFIZER INC
2017-02-27
2020-07-23
FIDELITY NATIONAL INFORMATION
2018-07-20
2020-07-27
FIDELITY NATIONAL INFORMATION
2018-07-20
2020-07-28
FIDELITY NATIONAL INFORMATION
2018-08-17
2020-07-28
PFIZER INC
2017-02-27
2020-07-28
FIDELITY NATIONAL INFORMATION
2018-08-17
2020-07-29
FIDELITY NATIONAL INFORMATION
2018-09-11
2020-07-29
CISCO SYSTEMS INC
2017-02-27
2020-08-06
CISCO SYSTEMS INC
2017-02-27
2020-08-11
BOOKING HOLDINGS INC
2019-03-18
2020-08-24
CISCO SYSTEMS INC
2017-02-27
2020-08-28
APPLE INC
2017-02-27
2020-09-08
PFIZER INC
2017-02-27
2020-09-16
PFIZER INC
2018-01-26
2020-09-16
BERKSHIRE HATHAWAY INC-CL B
2018-08-17
2020-09-17
BERKSHIRE HATHAWAY INC-CL B
2018-09-07
2020-09-17
AB SMALL CAP CORE PORTFOLIO ADV CL
2017-02-27
2020-09-18
F5 NETWORKS INC
2019-06-17
2020-09-18
ROYAL DUTCH SHELL-SPON ADR-B
2018-12-28
2020-09-22
ROYAL DUTCH SHELL-SPON ADR-B
2018-12-31
2020-09-22
ROYAL DUTCH SHELL-SPON ADR-B
2019-02-12
2020-09-22
ROYAL DUTCH SHELL-SPON ADR-B
2019-02-13
2020-09-22
PEPSICO INC
2017-02-27
2020-10-01
ROYAL DUTCH SHELL-SPON ADR-B
2019-02-13
2020-10-07
ROYAL DUTCH SHELL-SPON ADR-B
2019-03-19
2020-10-07
PEPSICO INC
2017-02-27
2020-10-12
PFIZER INC
2018-01-26
2020-10-12
BERNSTEIN INTERMEDIATE
2017-02-27
2020-10-21
APPLE INC
2017-02-27
2020-10-22
MAGNA INTERNATIONAL INC
2017-02-27
2020-10-23
CUBESMART
2018-07-10
2020-10-27
PAYPAL HOLDINGS INC
2019-01-18
2020-10-29
FACEBOOK INC-A1
2017-02-27
2020-11-02
RAYTHEON TECHNOLOGIES
2017-09-15
2020-11-05
RAYTHEON TECHNOLOGIES
2018-01-29
2020-11-05
PFIZER INC
2018-01-26
2020-11-09
PFIZER INC
2018-09-07
2020-11-09
PFIZER INC
2018-09-11
2020-11-09
PROGRESSIVE CORP
2017-02-27
2020-11-12
PEPSICO INC
2017-02-27
2020-11-18
PEPSICO INC
2017-02-27
2020-11-20
PEPSICO INC
2017-02-27
2020-11-23
APPLE INC
2017-02-27
2020-12-01
CBRE GROUP INC - A
2018-05-03
2020-12-01
CBRE GROUP INC - A
2018-05-22
2020-12-01
MAGNA INTERNATIONAL INC
2017-02-27
2020-12-01
PROGRESSIVE CORP
2017-02-27
2020-12-01
CBRE GROUP INC - A
2018-05-22
2020-12-07
CBRE GROUP INC - A
2018-06-27
2020-12-07
CUBESMART
2018-07-10
2020-12-07
CUBESMART
2018-07-25
2020-12-07
CUBESMART
2018-08-08
2020-12-07
CUBESMART
2018-08-08
2020-12-08
CUBESMART
2019-12-04
2020-12-09
TJX COMPANIES INC
2017-05-24
2020-12-09
AB DISCOVERY GRWTH FUND- AD
2017-02-27
2020-12-24
AB DISCOVERY VALUE-ADV
2017-02-27
2020-12-24
AB INTERNATIONAL SMALL CAP PORTFOLIO - ADV CL
2017-02-27
2020-12-24
AB SMALL CAP CORE PORTFOLIO ADV CL
2017-02-27
2020-12-24
ALPHABET INC-CL C
2017-02-27
2020-12-24
ANTHEM INC
2018-02-27
2020-12-24
APPLE INC
2017-02-27
2020-12-24
BANK OF AMERICA CORP
2017-02-27
2020-12-24
CITIGROUP INC
2018-01-11
2020-12-24
COMCAST CORP-CLASS A
2017-02-27
2020-12-24
COSTCO WHOLESALE CORP
2017-07-14
2020-12-24
ELECTRONIC ARTS INC
2019-05-15
2020-12-24
FACEBOOK INC-CLASS A
2017-02-27
2020-12-24
GOLDMAN SACHS GROUP INC
2017-02-27
2020-12-24
HOME DEPOT INC
2017-02-27
2020-12-24
HONEYWELL INTERNATIONAL INC
2017-02-27
2020-12-24
MAGNA INTERNATIONAL INC
2017-02-27
2020-12-24
MEDTRONIC PLC
2019-07-22
2020-12-24
MICROSOFT CORP
2017-02-27
2020-12-24
MID-AMERICA APARTMENT COMM
2017-06-02
2020-12-24
MID-AMERICA APARTMENT COMM
2017-06-13
2020-12-24
NIKE INC -CL B
2017-02-27
2020-12-24
NORFOLK SOUTHERN CORP
2017-03-21
2020-12-24
ORACLE CORP
2017-02-27
2020-12-24
PAYPAL HOLDINGS INC
2019-01-18
2020-12-24
PROCTER & GAMBLE CO/THE
2017-03-21
2020-12-24
PROGRESSIVE CORP
2017-02-27
2020-12-24
RAYTHEON TECHNOLOGIES CORP
2018-02-01
2020-12-24
RAYTHEON TECHNOLOGIES CORP
2019-03-14
2020-12-24
ROCHE HOLDINGS LTD-SPONS ADR
2019-05-21
2020-12-24
TEXAS INSTRUMENTS INC
2017-02-27
2020-12-24
TJX COMPANIES INC
2017-05-24
2020-12-24
TJX COMPANIES INC
2017-06-06
2020-12-24
UNITEDHEALTH GROUP INC
2017-02-27
2020-12-24
VERIZON COMMUNICATIONS INC
2018-05-22
2020-12-24
VERIZON COMMUNICATIONS INC
2018-05-23
2020-12-24
VERTEX PHARMACEUTICALS INC
2018-11-07
2020-12-24
VISA INC-CLASS A SHARES
2017-02-27
2020-12-24
WELLS FARGO & CO
2017-02-27
2020-12-24
AMERICAN ELECTRIC POWER
2017-02-28
2020-12-28
EDWARDS LIFESCIENCES CORP
2017-03-21
2020-12-28
WALMART INC
2017-06-09
2020-12-28
ZOETIS INC
2017-08-29
2020-12-28
APPLE INC
2017-02-27
2020-12-30
(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
37
37
b
3,087
3,087
c
112
119
-7
d
137
136
1
e
207
205
2
101
102
-1
115
119
-4
244
205
39
282
270
12
201
198
3
67
63
4
156
158
-2
63
65
-2
121
129
-8
128
105
23
125
205
-80
125
206
-81
125
206
-81
355
588
-233
197
303
-106
213
303
-90
114
202
-88
492
673
-181
217
312
-95
223
303
-80
223
281
-58
233
281
-48
152
178
-26
185
223
-38
216
211
5
60
51
9
300
255
45
60
50
10
565
344
221
249
299
-50
294
195
99
131
136
-5
155
137
18
135
99
36
164
178
-14
164
168
-4
322
230
92
160
168
-8
490
249
241
463
513
-50
73
182
-109
73
177
-104
167
156
11
251
229
22
258
172
86
493
400
93
364
462
-98
225
289
-64
225
334
-109
197
187
10
464
223
241
143
136
7
143
136
7
354
345
9
257
172
85
257
166
91
220
136
84
196
134
62
393
274
119
196
136
60
196
138
58
223
136
87
221
136
85
259
166
93
517
296
221
528
217
311
296
163
133
295
172
123
232
95
137
97
66
31
105
70
35
158
92
66
204
298
-94
51
63
-12
325
237
88
257
293
-36
629
702
-73
189
210
-21
63
72
-9
276
180
96
433
331
102
58
56
2
309
237
72
228
197
31
431
329
102
86
63
23
319
239
80
276
231
45
212
121
91
277
240
37
447
394
53
424
241
183
92
127
-35
138
175
-37
339
263
76
229
190
39
366
317
49
282
221
61
423
338
85
67
73
-6
334
277
57
168
139
29
104
86
18
303
154
149
131
175
-44
219
292
-73
164
126
38
164
123
41
85
79
6
183
191
-8
183
187
-4
183
186
-3
127
173
-46
169
233
-64
85
119
-34
159
123
36
159
142
17
285
205
80
52
62
-10
104
127
-23
124
79
45
481
274
207
69
71
-2
38
64
-26
114
189
-75
180
230
-50
182
227
-45
54
70
-16
196
238
-42
301
530
-229
151
78
73
259
191
68
173
123
50
550
549
1
247
239
8
266
137
129
191
197
-6
174
136
38
195
145
50
189
173
16
495
193
302
171
115
56
156
78
78
268
165
103
173
146
27
250
181
69
192
197
-5
338
228
110
210
251
-41
210
258
-48
339
128
211
47
45
2
4,420
4,415
5
6,560
6,314
246
481
550
-69
263
604
-341
86
68
18
185
403
-218
92
199
-107
69
173
-104
140
120
20
135
109
26
118
91
27
143
111
32
131
109
22
107
86
21
196
174
22
196
171
25
176
64
112
173
115
58
79
128
-49
82
174
-92
91
86
5
430
435
-5
430
437
-7
34
64
-30
206
364
-158
86
174
-88
355
349
6
266
324
-58
90
62
28
181
154
27
89
77
12
178
170
8
462
273
189
129
113
16
241
136
105
188
115
73
375
237
138
190
64
126
357
394
-37
179
198
-19
306
284
22
178
198
-20
178
208
-30
198
150
48
265
204
61
453
119
334
211
64
147
327
239
88
160
142
18
160
166
-6
176
91
85
80
75
5
271
240
31
288
218
70
144
109
35
144
107
37
471
411
60
289
213
76
433
327
106
333
239
94
382
274
108
1,833
1,759
74
336
274
62
812
240
572
518
480
38
37
38
-1
218
208
10
872
856
16
1,890
2,126
-236
365
415
-50
76
179
-103
102
240
-138
152
391
-239
102
261
-159
140
109
31
24
65
-41
97
263
-166
428
328
100
369
384
-15
77
72
5
118
34
84
165
130
35
275
252
23
195
91
104
260
136
124
116
182
-66
291
423
-132
118
115
3
237
253
-16
197
211
-14
466
194
272
579
438
141
574
438
136
429
328
101
247
69
178
61
46
15
122
95
27
187
130
57
176
78
98
329
238
91
527
381
146
65
63
2
294
274
20
98
92
6
258
245
13
97
92
5
133
74
59
1,495
952
543
1,185
1,283
-98
320
292
28
945
846
99
1,731
829
902
308
239
69
790
206
584
209
172
37
362
453
-91
451
339
112
364
154
210
282
191
91
534
273
261
255
249
6
270
145
125
418
239
179
212
130
82
341
304
37
1,107
321
786
123
103
20
123
108
15
284
115
169
234
111
123
260
171
89
239
91
148
412
274
138
294
117
177
140
212
-72
70
91
-21
212
165
47
322
154
168
200
111
89
134
74
60
682
330
352
118
98
20
235
194
41
234
181
53
624
264
360
209
407
-198
162
134
28
181
63
118
145
79
66
162
61
101
127
33
94
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
37
b
3,087
c
-7
d
1
e
2
-1
-4
39
12
3
4
-2
-2
-8
23
-80
-81
-81
-233
-106
-90
-88
-181
-95
-80
-58
-48
-26
-38
5
9
45
10
221
-50
99
-5
18
36
-14
-4
92
-8
241
-50
-109
-104
11
22
86
93
-98
-64
-109
10
241
7
7
9
85
91
84
62
119
60
58
87
85
93
221
311
133
123
137
31
35
66
-94
-12
88
-36
-73
-21
-9
96
102
2
72
31
102
23
80
45
91
37
53
183
-35
-37
76
39
49
61
85
-6
57
29
18
149
-44
-73
38
41
6
-8
-4
-3
-46
-64
-34
36
17
80
-10
-23
45
207
-2
-26
-75
-50
-45
-16
-42
-229
73
68
50
1
8
129
-6
38
50
16
302
56
78
103
27
69
-5
110
-41
-48
211
2
5
246
-69
-341
18
-218
-107
-104
20
26
27
32
22
21
22
25
112
58
-49
-92
5
-5
-7
-30
-158
-88
6
-58
28
27
12
8
189
16
105
73
138
126
-37
-19
22
-20
-30
48
61
334
147
88
18
-6
85
5
31
70
35
37
60
76
106
94
108
74
62
572
38
-1
10
16
-236
-50
-103
-138
-239
-159
31
-41
-166
100
-15
5
84
35
23
104
124
-66
-132
3
-16
-14
272
141
136
101
178
15
27
57
98
91
146
2
20
6
13
5
59
543
-98
28
99
902
69
584
37
-91
112
210
91
261
6
125
179
82
37
786
20
15
169
123
89
148
138
177
-72
-21
47
168
89
60
352
20
41
53
360
-198
28
118
66
101
94
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
15,412
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
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1
Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved
...........................
2
3
Reserved
...........................
3
4
Reserved
...........................
4
5
Reserved
...........................
5
6
Reserved
...........................
6
7
Reserved
...........................
7
8
Reserved
,..........................
8
Form
990-PF
(2020)
Page 4
Form 990-PF (2020)
Page
4
Part VI
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
727
c
All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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
727
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
727
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
661
b
Exempt foreign organizations—tax withheld at source
......
6b
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
661
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
66
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
Refunded
11
Part VII-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 Instructions
for 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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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 XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
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
(2020)
Page 5
Form 990-PF (2020)
Page
5
Part VII-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 address
N/A
14
The books are in care of
DAWN HARBART
Telephone no.
(917) 575-8544
Located at
1641 THIRD AVENUE APT 14A
NEW YORK
NY
ZIP+4
10128
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
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
Part VII-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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
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.)
.......
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
........
c
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 2020?
.............
1c
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 2020, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2020?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2020 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 2020.)
..................
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 2020?
4b
No
Form
990-PF
(2020)
Page 6
Form 990-PF (2020)
Page
6
Part VII-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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
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?
.....
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
.........
c
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?
..........
Yes
No
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?
.....................
Yes
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?
Yes
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?
.................
Yes
No
Part VIII
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
DAWN HARBART
DIRECTOR
0.00
0
0
0
1641 THIRD AVENUE APT 14AE
NEW YORK
,
NY
10128
MARILYN HANDLER
DIRECTOR
0.00
0
0
0
150 CENTRAL PARK SOUTH-2504
NEW YORK
,
NY
10019
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
...................
0
Form
990-PF
(2020)
Page 7
Form 990-PF (2020)
Page
7
Part VIII
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
.............
0
Part IX-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 IX-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
.........................
0
Form
990-PF
(2020)
Page 8
Form 990-PF (2020)
Page
8
Part X
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
551,840
b
Average of monthly cash balances
.......................
1b
57,543
c
Fair market value of all other assets (see instructions)
................
1c
548,600
d
Total
(add lines 1a, b, and c)
.........................
1d
1,157,983
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
1,157,983
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
17,370
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,140,613
6
Minimum investment return.
Enter 5% of line 5
..................
6
57,031
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
57,031
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
727
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
727
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
56,304
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
56,304
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 XIII, line 1
...
7
56,304
Part XII
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
64,181
b
Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
4
64,181
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
64,181
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2020)
Page 9
Form 990-PF (2020)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2019
(c)
2019
(d)
2020
1
Distributable amount for 2020 from Part XI, line 7
56,304
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
51,846
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
b
From 2016
......
c
From 2017
......
d
From 2018
......
e
From 2019
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
64,181
a
Applied to 2019, but not more than line 2a
51,846
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 2020 distributable amount
.....
12,335
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2020.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
43,969
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 2015 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2016
....
b
Excess from 2017
....
c
Excess from 2018
....
d
Excess from 2019
....
e
Excess from 2020
....
Form
990-PF
(2020)
Page 10
Form 990-PF (2020)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-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 2020, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2020
(b)
2019
(c)
2018
(d)
2017
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
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 X, 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 XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2020)
Page 11
Form 990-PF (2020)
Page
11
Part XV
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)
a
Paid during the year
350ORG
20 JAY STREET
BROOKLYN
,
NY
11201
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
2,500
ART STUDENTS LEAGUE OF NEW YORK
215 WEST 57TH STREET
NEW YORK
,
NY
10019
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
5,000
ASPCA
424 E 92ND ST
NEW YORK
,
NY
10128
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
3,250
CITY MEALS ON WHEELS
355 LEXINGTON AVE
NEW YORK
,
NY
10017
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
5,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FL
NEW YORK
,
NY
10006
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
5,000
ENCOURAGE KIDS FOUNDATION
1560 BROADWAY 600
NEW YORK
,
NY
10036
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
2,500
MAKE-A-WISH AMERICA FOUNDATION
4742 NORTH 24TH STREET STE 400
PHOENIX
,
AZ
85016
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
5,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUE
NEW YORK
,
NY
10028
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
2,500
NRDC
40 W 20TH STREET
NEW YORK
,
NY
10011
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
10,000
PAWS NY
134 W 29TH STREET STE 802
NEW YORK
,
NY
10001
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
2,500
ST JUDE HOSPITAL
501 ST JUDE PLACE
MEMPHIS
,
TN
38105
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
5,000
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOOR
NEW YORK
,
NY
10003
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
2,500
FEEDING AMERICA
161 NORTH CLARK STREET SUITE 700
CHICAGO
,
IL
60601
N/A
PUBLIC
TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES.
5,250
Total
.................................
3a
56,000
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2020)
Page 12
Form 990-PF (2020)
Page
12
Part XVI-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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
9,847
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
16
33,087
8
Gain or (loss) from sales of assets other than
inventory
............
18
15,412
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
58,346
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
58,346
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-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
(2020)
Page 13
Form 990-PF (2020)
Page
13
Part XVII
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?
...........
Yes
No
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.
2021-04-27
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
SHAHLA SEDGH
Preparer's Signature
Date
2021-04-27
Check if self-
employed
PTIN
P00727214
Firm's name
FRIEDMAN LLP
Firm's EIN
13-1610809
Firm's address
ONE LIBERTY PLAZA 165 BROADWAY 21ST
FL
NEW YORK
,
NY
10006
Phone no.
(212) 842-7000
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description