Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
PECKHAM FAMILY FOUNDATION
C/O JOHN R PECKHAM
Number and street (or P.O. box number if mail is not delivered to street address)29 OLD ASPETONG ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KATONAH, NY10536
A Employer identification number

14-1814765
B Telephone number (see instructions)

(914) 949-2000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,338,829
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,240,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 155,067 155,067  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,556,374
b Gross sales price for all assets on line 6a 11,396,789
7 Capital gain net income (from Part IV, line 2)... 1,556,374
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,951,441 1,711,441  
Operating and Administrative Expenses 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)....... 7,000 3,500   3,500
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 937 937   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 10,056 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,993 4,437   3,500
25 Contributions, gifts, grants paid....... 646,244 646,244
26 Total expenses and disbursements. Add lines 24 and 25 664,237 4,437   649,744
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,287,204
b Net investment income (if negative, enter -0-) 1,707,004
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
Assets 1 Cash—non-interest-bearing............. 25,906 211,892 211,892
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,899,226 Click to see attachment11,102,773 11,126,937
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,925,132 11,314,665 11,338,829
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,925,132 11,314,665
29 Total net assets or fund balances (see instructions)..... 8,925,132 11,314,665
30 Total liabilities and net assets/fund balances (see instructions). 8,925,132 11,314,665
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
8,925,132
2
Enter amount from Part I, line 27a .....................
2
2,287,204
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
102,329
4
Add lines 1, 2, and 3 ..........................
4
11,314,665
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,314,665
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 JPMORGAN CHASE BANK A/C 38914-00-0   2020-01-01 2020-12-31
b JPMORGAN CHASE BANK A/C 38914-00-0   2019-01-01 2020-12-31
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 1,000,955   938,371 62,584
b 9,996,971   8,902,044 1,094,927
c 398,863     398,863
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       62,584
b       1,094,927
c       398,863
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 1,556,374
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  
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 23,727
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 23,727
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 23,727
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 13,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 130
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 143
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet143 RefundedBullet 11 0
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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 addressbulletN/A
    14
    The books are in care ofbulletJOHN R PECKHAM Telephone no.bullet (914) 949-2000

    Located atbullet29 OLD ASPETING ROADKATONAHNY ZIP+4bullet10536
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part 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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    JOHN R PECKHAM TRUSTEE
    1.00
    0 0 0
    29 OLD ASPETONG ROAD
    KATONAH,NY10536
    AMY PECKHAM TRUSTEE
    1.00
    0 0 0
    29 OLD ASPETONG ROAD
    KATONAH,NY10536
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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.............bullet0
    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.........................bullet0
    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
    9,673,185
    b
    Average of monthly cash balances.......................
    1b
    94,763
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,767,948
    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
    9,767,948
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    146,519
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,621,429
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    481,071
    Part XI
    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 X, line 6....................
    1
    481,071
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    23,727
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,727
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    457,344
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    457,344
    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
    457,344
    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
    649,744
    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
    649,744
    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
    649,744
    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 7 457,344
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 275,423
    b From 2016...... 155,414
    c From 2017...... 97,720
    d From 2018...... 47,327
    e From 2019...... 19,862
    fTotal of lines 3a through e........ 595,746
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 649,744
    a Applied to 2019, 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 2020 distributable amount..... 457,344
    e Remaining amount distributed out of corpus 192,400
    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).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 788,146
    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 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    275,423
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    512,723
    10 Analysis of line 9:
    a Excess from 2016.... 155,414
    b Excess from 2017.... 97,720
    c Excess from 2018.... 47,327
    d Excess from 2019.... 19,862
    e Excess from 2020.... 192,400
    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....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 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.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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)
    aPaid during the year
    ADIRONDACK THEATER FESTIVAL
    207 GLEN ST
    GLENS FALLS,NY12801
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 6,000
    ABBEY OF REGINA LAUDIS
    273 FLANDERS RD
    BETHKEHEM,CT06751
      PC TO FURTHER DONEES EXEMPT PURPOSE IN REMEMBERANCE 2,500
    AGC NYS CHAPTER
    10 AIRLINE DRIVE STE 203
    ALBANY,NY12205
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 1,000
    ALBANY SYMPHONY ORCHESTRA
    19 CLINTON AVE 1
    ALBANY,NY12207
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC 2,500
    AMERICAN ASSOCIATION OF WOOD TURNERS
    222 LANDMARK CENTER 75TH STREET
    WEST
    ST PAUL,MN55102
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 1,000
    ANDERSON CENTER FOR AUTISM
    4885 US 9
    STAATSBURG,NY12580
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 2,500
    ASSOCIATION OF DEVELOPMENT OFFICERS
    333 MAMARONECK AVE
    WHITE PLAINS,NY10605
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 500
    ATHENS CULTURAL ARTS CENTER INC
    24 SECOND STREET
    ATHENS,NY12015
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 1,000
    BEDFORD PLAYHOUSE INC
    633 OLD POST ROAD
    BEDFORD,NY10506
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 2,500
    BENNINGTON MUSEUM
    75 MAIN STREET
    BENNINGTON,VT05201
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSEUMS 500
    BREAST CANCER OPTIONS INC
    101 HURLEY AVE 10
    KINGSTON,NY12401
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 2,500
    CARAMOOR CENTER FOR MUSIC
    149 GIRDLE RIDGE ROAD
    KATONAH,NY10536
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC 86,750
    CALVARY HOSPITAL
    1740 EASTCHESTER ROAD
    BRONX,NY10461
      PC TO FURTHER DONEES EXEMPT PURPOSE IN REMEMBERANCE 2,500
    CATSKILL ANIMAL SANCTUARY
    316 OLD STATGE RD
    SAUGERTIES,NY12477
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 750
    CATSKILL AREA HOSPICE & PALLIATIVE CARE
    297 RIVER STREET SERVICE ROAD
    ONEONTA,NY13820
      PC TO FURTHER DONEES EXEMPT PURPOSE IN REMEMBERANCE 500
    CATSKILL COMMUNITY CENTER
    PO BOX 389
    CATSKILL,NY12414
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 5,000
    CARING FOR THE HOMELESS OF PEEKSKILL
    200 N WATER STREET
    PEEKSKILL,NY10566
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 500
    CHESTERTOWN HISTORICAL SOCIETY
    301 HIGH ST
    CHESTERTOWN,MD21620
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 250
    CHESTERTOWN ROTARY CLUB
    98 CANNON ST
    CHESTERTOWN,MD21620
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 250
    COLUMBIA LAND CONSERVANCY
    49 MAIN ST
    CHATHAM,NY12037
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ENVIRONMENT 500
    COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET
    1900 M ST NW SUITE 850
    WASHINGTON,DC20036
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 1,000
    CONSTRUCTION ADVANCEMENT INSTITUTE
    629 OLD WHITE PLAINS ROAD
    TARRYTOWN,NY10591
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 1,000
    COPELAND HOUSE
    1538 WASHINGTON ST
    CORTLANDT,NY10567
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC 1,000
    DELAWARE COUNTY COMMUNITY COLLEGE
    901 MEDIA LINE RD
    MEDIA,PA19063
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 5,000
    DELAWARE VALLEY OPERA CORP
    210 BRIDGE ST
    NARROWSBURG,NY12764
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 500
    DORSET THEATER FESTIVAL
    104 CHENEY RD
    DORSET,VT05251
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 2,500
    DOWNTOWN MUSIC AT GRACE
    33 CHURCH STREET
    WHITE PLAINS,NY10601
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC 1,250
    EARTH ANGELS BELIEVE FOUNDATION
    42 ROXANNE BLVD
    HIGHLAND,NY12528
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 500
    EMPIRE CENTER FOR PUBLIC POLICY
    100 STATE ST
    ALBANY,NY12207
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 10,000
    FAMILY SERVICES OF WESTCHESTER
    ONE GATEWAY PLAZA
    PORTC CHESTER,NY10573
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 750
    FOOD BANK OF WESTCHESTER
    200 CLEARBROOK RD
    ELMSFORD,NY10523
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 15,000
    FORTNIGHTLY CLUB OF CATSKILL
    PO BOX 21
    CATSKILL,NY12414
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 500
    FOUNDATION FOR SARCOIDOSIS RESEARCH
    1820 W WEBSTER AVE STE 304
    CHICAGO,IL60614
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 2,350
    FRIENDS OF KAREN
    118 TITICUS ROAD PO BOX 190
    PURDYS,NY10578
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 4,000
    FRIENDS OF THE HIGH LINE INC
    820 WASHINGTON STREET
    NEW YORK,NY10014
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 1,500
    GILDA'S CLUB WESTCHESTER
    80 MAPLE AVE
    WHITE PLAINS,NY10601
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 10,000
    GLENS FALLS AREA YOUTH CENTER
    60 MONTCALM STREET
    GLENS FALLS,NY12801
      PC TO FURTHER DONEES EXEMPT PURPOSE IN CHILDREN 500
    GLENS FALLS SYMPHONY
    7 LAPHAM PLACE
    GLENS FALLS,NY12801
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC 500
    GREEN COUNTY HISTORICAL SOCIETY
    90 CO HWY 42
    COXSACKIE,NY12051
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSEUMS 250
    GREENE COUNTY COUNCIL FOR THE ARTS
    398 MAIN STREET
    CATSKILL,NY12414
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 1,250
    GUGGENHEIM MUSEUM
    1071 5TH AVENUE
    NEW YORK,NY10128
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSEUMS 2,500
    HAMILTON COLLEGE
    198 COLLEGE HILL RD
    CLINTON,NY13323
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 2,500
    HISTORIC SARANAC LAKE
    89 CHURCH ST UNIT 2
    SARANAC LAKE,NY12983
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ENVIRONMENT 500
    HOSPICE OF WESTCHESTER
    1025 WESTCHESTER AVENUE
    WHITE PLAINS,NY10604
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 2,500
    HUDSON HEADWATERS HEALTH NETWORK
    9 CAREY ROAD
    QUEENSBURY,NY12804
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 3,500
    HUDSON VALLEY SHAKESPEARE FESTIVAL
    1601 NEW YORK 9D
    GARRISON,NY10524
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 3,000
    HYDE COLLECTION
    161 WARREN STREET
    GLENS FALLS,NY12801
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSEUMS 250
    IUOE LOCAL 137 SCHOLARSHIP FUND
    1360 PLEASANTVILLE ROAD
    BRIARCLIFF,NY10510
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 1,000
    JACOB BURNS FILM CENTER INC
    405 MANVILLE RD
    PLEASANTVILLE,NY10570
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 5,000
    KATONAH MUSEUM OF ART
    134 JAY ST KATONAH
    KATONAH,NY10536
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSEUMS 1,000
    KATONAH VILLAGE LIBRARY
    26 BEDFORD ROAD
    KATONAH,NY10536
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 500
    KENT STATE UNIVERSITY
    1061 FRATERNITY CIRCLE PO BOX 5190
    KENT,OH44242
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 1,000
    KIDSPLAY CHILDRENS MUSEUM
    61 MAIN STREET
    TORRINGTON,CT06790
      PC TO FURTHER DONEES EXEMPT PURPOSE IN CHILDREN 500
    L SUZIO FAMILY FOUNDATION
    975 WESTFIELD RD
    MERIDEN,CT06450
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 1,000
    LAKE GEORGE MUSICAL FESTIVAL
    172 OTTAWA ST
    LAKE GEORGE,NY12845
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC 500
    LAMPLIGHTER FOUNDATION
    110 WASHINGTON AVE
    ALBANY,NY12210
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 1,000
    LINCOLN CENTER FOR THE PERFORMING ARTS
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 2,500
    LINCOLN CENTER THEATER
    150 W 65TH ST
    NEW YORK,NY10023
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 1,249
    MANHATTAN INSTITUTE FOR POLICY RESEARCH
    52 VANDERBILT AVE 201
    NEW YORK,NY10017
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 5,000
    METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 4,320
    METROPOLITAN OPERA GUILD
    70 LINCOLN SQUARE
    NEW YORK,NY10023
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 14,785
    MOLES CHARITABLE FUND INC
    50 CHESTNUT RIDGE RD
    MONTVALE,NJ07645
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 1,000
    MULTIPLE SCLEROSIS OF CENTRAL NEW YORK
    6743 KINNE ST
    EAST SYRACUSE,NY13057
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 750
    NANCY B CLEMENTE CANCER FUND
    369 BRUNSWICK RD
    TROY,NY12180
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 500
    NEW YORK BOTANICAL GARDENS
    2900 SOUTHERN BLVD
    BRONX,NY10458
      PC TO FURTHER DONEES EXEMPT PURPOSE IN CONSERVATION 8,020
    NEW YORK CITY BALLET
    20 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 5,000
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC 5,000
    NOBLE HOSPITAL
    115 W SILVER ST WESTFIELD STREET
    WESTFIELD,MA01085
      PC TO FURTHER DONEES EXEMPT PURPOSE IN REMEMBERANCE 2,500
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVENUE
    BOSTON,MA02115
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 2,500
    NORTHERN WESTCHESTER HOSPITAL CENTER
    400 EAST MAIN ST
    MT KISCO,NY10549
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 5,000
    NORTHFIELD DIVE RESCUE TEAM
    491 BROADWAY
    CAMBRIDGE,MA02138
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 3,500
    PEGASUS THERAPEUTIC RIDING
    310 PEACH LAKE ROAD
    BREWSTER,NY10509
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 8,000
    PLEASANT VALLEYFREE LIBRARY
    3 MAGGIACOMO LN
    PLEASANT VALLEY,NY12569
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 200,000
    PRO PUBLICA INC
    155 AVE AMERICA 13 FL
    NEW YORK,NY10013
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 500
    PROCONORG
    233 WILSHIRE BLVD SUITE 200
    SANTA MONICA,CA90401
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 500
    PUBLIC THEATER
    425 LAFAYETTE ST
    NEW YORK,NY10003
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 3,660
    PURCHASE COLLEGE FOUNDATION
    PO BOX 140
    PURCHASE,NY10577
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 2,500
    QUESTAR III EDUCATION FOUNDATION
    10 EMPIRE STATE BLVD
    CASTLETON,NY12033
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 2,000
    SARATOGA PERFORMING ARTS CENTER
    108 AVENUE OF THE PINES
    SARATOGA SPRINGS,NY12866
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 5,000
    SAW MILL RIVER AUDUBON
    275 MILLWOOD RD
    CHAPPAQUA,NY10514
      PC TO FURTHER DONEES EXEMPT PURPOSE IN CONSERVATION 500
    SCENIC HUDSON INC
    ONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601
      PC TO FURTHER DONEES EXEMPT PURPOSE IN CONSERVATION 6,500
    SEAGLE MUSIC COLONY
    1094 US HWY 9 2ND FLR
    SCHRRON LAKE,NY12870
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 1,000
    SHELBURNE FARMS
    161 HARBOR RD
    SHELBURNE,VT05482
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 500
    SOUTHERN VERMONT ARTS CENTER
    930 SOUTHERN VERMONT ARTS CENTER DR
    MANCHESTER,VT05254
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 1,000
    SUPPORT CONNECTION
    40 TRIANGLE CENTER 100
    YORKTOWN HEIGHTS,NY10598
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 2,000
    TAPP FOUNDATION
    38 E 37TH STREET
    NEW YORK,NY10016
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 2,500
    TEATOWN LAKE RESERVATION
    1600 SPRING VALLEY RD
    OSSINING,NY10562
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ENVIRONMENT 1,000
    THE MASTERS SCHOOL
    49 CLINTON AVENUE
    DOBBS FERRY,NY10522
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 67,000
    THE PRESBYTERIAN CHURCH
    190-4 119TH AVENUE
    ST ALBANS,NY11412
      PC TO FURTHER DONEES EXEMPT PURPOSE IN REMEMBERANCE 5,000
    THE TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 5,000
    TULANE EDUCATIONAL FUND
    6307 STATE ROUTE 9 PO BOX 61075
    NEW ORLEANS,LA70161
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 2,500
    UNION COLLEGE
    807 UNION STREET
    SCHENECTADY,NY12308
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 5,000
    UNITED WAY OF NORTHERN WESTCHESTER
    336 CENTRAL PARK AVE
    WHITE PLAINS,NY10606
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 10,000
    VASSAR BROS MEDICAL CENTER
    45 READE PLACE
    POUGHKEEPSIE,NY12601
      PC TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH 4,660
    WESTCHESTER ARTS COUNCIL
    31 MAMARONECK AVE
    WHITE PLAINS,NY10601
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 25,700
    WESTCHESTER COUNTY HISTORICAL SOCIETY
    2199 SAW MILL RIVER RD
    ELMSFORD,NY10523
      PC TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC 500
    WESTMORELAND SANCTUARY
    260 CHESTNUT RIDGE RD
    MT KISCO,NY10549
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ENVIRONMENT 500
    WHITE PLAINS HOSPITAL CENTER
    41 EAST POST RD
    WHITE PLAINS,NY10601
      PC TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY 2,500
    WILD CENTER
    45 MUSEUM DRIVE
    TUPPER LAKE,NY12986
      PC TO FURTHER DONEES EXEMPT PURPOSE IN CONSERVATION 2,500
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460
      PC TO FURTHER DONEES EXEMPT PURPOSE IN CONSERVATION 5,000
    YONKERS FILM FESTIVAL
    YONKERS RIVERFRONT LIBRARY 1 LARKIN
    PLAZA
    YONKERS,NY10701
      PC TO FURTHER DONEES EXEMPT PURPOSE IN ARTS 1,500
    YOUTH THEATER INTERACTIONS
    92 MAIN ST
    YONKERS,NY10701
      PC TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION 5,000
    Total .................................bullet 3a 646,244
    bApproved for future payment
    Total .................................bullet 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.)
    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....     14 155,067  
    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 ............
        14 1,556,374  
    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 1,711,441 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,711,441
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 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? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet 2021-09-16 Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's nameMARIGRACE AMATO CPA Preparer's Signature   Date2021-09-03 PTIN P01278056
    Firm's name SmallBulletCOHNREZNICK LLP
     
    Firm's EIN SmallBullet22-1478099  
    Firm's address SmallBullet10 BANK STREET SUITE 1190
     
    WHITE PLAINS, NY10606
    Phone no. (914) 684-2700
    Form 990-PF (2020)
    Additional Data


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description