efile Public Visual Render
ObjectId: 202201619349100510 - Submission: 2022-06-10
TIN: 14-1814765
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
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
,
NY
10536
A Employer identification number
14-1814765
B
Telephone number (see instructions)
(914) 949-2000
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)
$
11,338,829
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)
1,240,000
2
Check
.............
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
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
1
Cash—non-interest-bearing
.............
25,906
211,892
211,892
2
Savings and temporary cash investments
.........
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)
.......
8,899,226
11,102,773
11,126,937
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)
..........
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)
8,925,132
11,314,665
11,338,829
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
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)
3
102,329
4
Add lines 1, 2, and 3
..........................
4
11,314,665
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
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)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
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
...................
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
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
143
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
143
Refunded
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.
$
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
JOHN R PECKHAM
Telephone no.
(914) 949-2000
Located at
29 OLD ASPETING ROAD
KATONAH
NY
ZIP+4
10536
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
JOHN R PECKHAM
TRUSTEE
1.00
0
0
0
29 OLD ASPETONG ROAD
KATONAH
,
NY
10536
AMY PECKHAM
TRUSTEE
1.00
0
0
0
29 OLD ASPETONG ROAD
KATONAH
,
NY
10536
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
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
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
f
Total
of lines 3a through e
........
595,746
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
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).)
6
Enter 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
9
Excess 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
.......
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
ADIRONDACK THEATER FESTIVAL
207 GLEN ST
GLENS FALLS
,
NY
12801
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
6,000
ABBEY OF REGINA LAUDIS
273 FLANDERS RD
BETHKEHEM
,
CT
06751
PC
TO FURTHER DONEES EXEMPT PURPOSE IN REMEMBERANCE
2,500
AGC NYS CHAPTER
10 AIRLINE DRIVE STE 203
ALBANY
,
NY
12205
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
1,000
ALBANY SYMPHONY ORCHESTRA
19 CLINTON AVE 1
ALBANY
,
NY
12207
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC
2,500
AMERICAN ASSOCIATION OF WOOD TURNERS
222 LANDMARK CENTER 75TH STREET
WEST
ST PAUL
,
MN
55102
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
1,000
ANDERSON CENTER FOR AUTISM
4885 US 9
STAATSBURG
,
NY
12580
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
2,500
ASSOCIATION OF DEVELOPMENT OFFICERS
333 MAMARONECK AVE
WHITE PLAINS
,
NY
10605
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
500
ATHENS CULTURAL ARTS CENTER INC
24 SECOND STREET
ATHENS
,
NY
12015
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
1,000
BEDFORD PLAYHOUSE INC
633 OLD POST ROAD
BEDFORD
,
NY
10506
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
2,500
BENNINGTON MUSEUM
75 MAIN STREET
BENNINGTON
,
VT
05201
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSEUMS
500
BREAST CANCER OPTIONS INC
101 HURLEY AVE 10
KINGSTON
,
NY
12401
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
2,500
CARAMOOR CENTER FOR MUSIC
149 GIRDLE RIDGE ROAD
KATONAH
,
NY
10536
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC
86,750
CALVARY HOSPITAL
1740 EASTCHESTER ROAD
BRONX
,
NY
10461
PC
TO FURTHER DONEES EXEMPT PURPOSE IN REMEMBERANCE
2,500
CATSKILL ANIMAL SANCTUARY
316 OLD STATGE RD
SAUGERTIES
,
NY
12477
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
750
CATSKILL AREA HOSPICE & PALLIATIVE CARE
297 RIVER STREET SERVICE ROAD
ONEONTA
,
NY
13820
PC
TO FURTHER DONEES EXEMPT PURPOSE IN REMEMBERANCE
500
CATSKILL COMMUNITY CENTER
PO BOX 389
CATSKILL
,
NY
12414
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
5,000
CARING FOR THE HOMELESS OF PEEKSKILL
200 N WATER STREET
PEEKSKILL
,
NY
10566
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
500
CHESTERTOWN HISTORICAL SOCIETY
301 HIGH ST
CHESTERTOWN
,
MD
21620
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
250
CHESTERTOWN ROTARY CLUB
98 CANNON ST
CHESTERTOWN
,
MD
21620
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
250
COLUMBIA LAND CONSERVANCY
49 MAIN ST
CHATHAM
,
NY
12037
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ENVIRONMENT
500
COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET
1900 M ST NW SUITE 850
WASHINGTON
,
DC
20036
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
1,000
CONSTRUCTION ADVANCEMENT INSTITUTE
629 OLD WHITE PLAINS ROAD
TARRYTOWN
,
NY
10591
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
1,000
COPELAND HOUSE
1538 WASHINGTON ST
CORTLANDT
,
NY
10567
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC
1,000
DELAWARE COUNTY COMMUNITY COLLEGE
901 MEDIA LINE RD
MEDIA
,
PA
19063
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
5,000
DELAWARE VALLEY OPERA CORP
210 BRIDGE ST
NARROWSBURG
,
NY
12764
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
500
DORSET THEATER FESTIVAL
104 CHENEY RD
DORSET
,
VT
05251
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
2,500
DOWNTOWN MUSIC AT GRACE
33 CHURCH STREET
WHITE PLAINS
,
NY
10601
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC
1,250
EARTH ANGELS BELIEVE FOUNDATION
42 ROXANNE BLVD
HIGHLAND
,
NY
12528
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
500
EMPIRE CENTER FOR PUBLIC POLICY
100 STATE ST
ALBANY
,
NY
12207
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
10,000
FAMILY SERVICES OF WESTCHESTER
ONE GATEWAY PLAZA
PORTC CHESTER
,
NY
10573
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
750
FOOD BANK OF WESTCHESTER
200 CLEARBROOK RD
ELMSFORD
,
NY
10523
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
15,000
FORTNIGHTLY CLUB OF CATSKILL
PO BOX 21
CATSKILL
,
NY
12414
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
500
FOUNDATION FOR SARCOIDOSIS RESEARCH
1820 W WEBSTER AVE STE 304
CHICAGO
,
IL
60614
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
2,350
FRIENDS OF KAREN
118 TITICUS ROAD PO BOX 190
PURDYS
,
NY
10578
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
4,000
FRIENDS OF THE HIGH LINE INC
820 WASHINGTON STREET
NEW YORK
,
NY
10014
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
1,500
GILDA'S CLUB WESTCHESTER
80 MAPLE AVE
WHITE PLAINS
,
NY
10601
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
10,000
GLENS FALLS AREA YOUTH CENTER
60 MONTCALM STREET
GLENS FALLS
,
NY
12801
PC
TO FURTHER DONEES EXEMPT PURPOSE IN CHILDREN
500
GLENS FALLS SYMPHONY
7 LAPHAM PLACE
GLENS FALLS
,
NY
12801
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC
500
GREEN COUNTY HISTORICAL SOCIETY
90 CO HWY 42
COXSACKIE
,
NY
12051
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSEUMS
250
GREENE COUNTY COUNCIL FOR THE ARTS
398 MAIN STREET
CATSKILL
,
NY
12414
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
1,250
GUGGENHEIM MUSEUM
1071 5TH AVENUE
NEW YORK
,
NY
10128
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSEUMS
2,500
HAMILTON COLLEGE
198 COLLEGE HILL RD
CLINTON
,
NY
13323
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
2,500
HISTORIC SARANAC LAKE
89 CHURCH ST UNIT 2
SARANAC LAKE
,
NY
12983
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ENVIRONMENT
500
HOSPICE OF WESTCHESTER
1025 WESTCHESTER AVENUE
WHITE PLAINS
,
NY
10604
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
2,500
HUDSON HEADWATERS HEALTH NETWORK
9 CAREY ROAD
QUEENSBURY
,
NY
12804
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
3,500
HUDSON VALLEY SHAKESPEARE FESTIVAL
1601 NEW YORK 9D
GARRISON
,
NY
10524
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
3,000
HYDE COLLECTION
161 WARREN STREET
GLENS FALLS
,
NY
12801
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSEUMS
250
IUOE LOCAL 137 SCHOLARSHIP FUND
1360 PLEASANTVILLE ROAD
BRIARCLIFF
,
NY
10510
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
1,000
JACOB BURNS FILM CENTER INC
405 MANVILLE RD
PLEASANTVILLE
,
NY
10570
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
5,000
KATONAH MUSEUM OF ART
134 JAY ST KATONAH
KATONAH
,
NY
10536
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSEUMS
1,000
KATONAH VILLAGE LIBRARY
26 BEDFORD ROAD
KATONAH
,
NY
10536
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
500
KENT STATE UNIVERSITY
1061 FRATERNITY CIRCLE PO BOX 5190
KENT
,
OH
44242
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
1,000
KIDSPLAY CHILDRENS MUSEUM
61 MAIN STREET
TORRINGTON
,
CT
06790
PC
TO FURTHER DONEES EXEMPT PURPOSE IN CHILDREN
500
L SUZIO FAMILY FOUNDATION
975 WESTFIELD RD
MERIDEN
,
CT
06450
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
1,000
LAKE GEORGE MUSICAL FESTIVAL
172 OTTAWA ST
LAKE GEORGE
,
NY
12845
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC
500
LAMPLIGHTER FOUNDATION
110 WASHINGTON AVE
ALBANY
,
NY
12210
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
1,000
LINCOLN CENTER FOR THE PERFORMING ARTS
10 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
2,500
LINCOLN CENTER THEATER
150 W 65TH ST
NEW YORK
,
NY
10023
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
1,249
MANHATTAN INSTITUTE FOR POLICY RESEARCH
52 VANDERBILT AVE 201
NEW YORK
,
NY
10017
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
5,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVE
NEW YORK
,
NY
10028
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
4,320
METROPOLITAN OPERA GUILD
70 LINCOLN SQUARE
NEW YORK
,
NY
10023
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
14,785
MOLES CHARITABLE FUND INC
50 CHESTNUT RIDGE RD
MONTVALE
,
NJ
07645
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
1,000
MULTIPLE SCLEROSIS OF CENTRAL NEW YORK
6743 KINNE ST
EAST SYRACUSE
,
NY
13057
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
750
NANCY B CLEMENTE CANCER FUND
369 BRUNSWICK RD
TROY
,
NY
12180
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
500
NEW YORK BOTANICAL GARDENS
2900 SOUTHERN BLVD
BRONX
,
NY
10458
PC
TO FURTHER DONEES EXEMPT PURPOSE IN CONSERVATION
8,020
NEW YORK CITY BALLET
20 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
5,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC
5,000
NOBLE HOSPITAL
115 W SILVER ST WESTFIELD STREET
WESTFIELD
,
MA
01085
PC
TO FURTHER DONEES EXEMPT PURPOSE IN REMEMBERANCE
2,500
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUE
BOSTON
,
MA
02115
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
2,500
NORTHERN WESTCHESTER HOSPITAL CENTER
400 EAST MAIN ST
MT KISCO
,
NY
10549
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
5,000
NORTHFIELD DIVE RESCUE TEAM
491 BROADWAY
CAMBRIDGE
,
MA
02138
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
3,500
PEGASUS THERAPEUTIC RIDING
310 PEACH LAKE ROAD
BREWSTER
,
NY
10509
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
8,000
PLEASANT VALLEYFREE LIBRARY
3 MAGGIACOMO LN
PLEASANT VALLEY
,
NY
12569
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
200,000
PRO PUBLICA INC
155 AVE AMERICA 13 FL
NEW YORK
,
NY
10013
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
500
PROCONORG
233 WILSHIRE BLVD SUITE 200
SANTA MONICA
,
CA
90401
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
500
PUBLIC THEATER
425 LAFAYETTE ST
NEW YORK
,
NY
10003
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
3,660
PURCHASE COLLEGE FOUNDATION
PO BOX 140
PURCHASE
,
NY
10577
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
2,500
QUESTAR III EDUCATION FOUNDATION
10 EMPIRE STATE BLVD
CASTLETON
,
NY
12033
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
2,000
SARATOGA PERFORMING ARTS CENTER
108 AVENUE OF THE PINES
SARATOGA SPRINGS
,
NY
12866
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
5,000
SAW MILL RIVER AUDUBON
275 MILLWOOD RD
CHAPPAQUA
,
NY
10514
PC
TO FURTHER DONEES EXEMPT PURPOSE IN CONSERVATION
500
SCENIC HUDSON INC
ONE CIVIC CENTER PLAZA SUITE 200
POUGHKEEPSIE
,
NY
12601
PC
TO FURTHER DONEES EXEMPT PURPOSE IN CONSERVATION
6,500
SEAGLE MUSIC COLONY
1094 US HWY 9 2ND FLR
SCHRRON LAKE
,
NY
12870
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
1,000
SHELBURNE FARMS
161 HARBOR RD
SHELBURNE
,
VT
05482
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
500
SOUTHERN VERMONT ARTS CENTER
930 SOUTHERN VERMONT ARTS CENTER DR
MANCHESTER
,
VT
05254
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
1,000
SUPPORT CONNECTION
40 TRIANGLE CENTER 100
YORKTOWN HEIGHTS
,
NY
10598
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
2,000
TAPP FOUNDATION
38 E 37TH STREET
NEW YORK
,
NY
10016
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
2,500
TEATOWN LAKE RESERVATION
1600 SPRING VALLEY RD
OSSINING
,
NY
10562
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ENVIRONMENT
1,000
THE MASTERS SCHOOL
49 CLINTON AVENUE
DOBBS FERRY
,
NY
10522
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
67,000
THE PRESBYTERIAN CHURCH
190-4 119TH AVENUE
ST ALBANS
,
NY
11412
PC
TO FURTHER DONEES EXEMPT PURPOSE IN REMEMBERANCE
5,000
THE TAFT SCHOOL
110 WOODBURY ROAD
WATERTOWN
,
CT
06795
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
5,000
TULANE EDUCATIONAL FUND
6307 STATE ROUTE 9 PO BOX 61075
NEW ORLEANS
,
LA
70161
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
2,500
UNION COLLEGE
807 UNION STREET
SCHENECTADY
,
NY
12308
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
5,000
UNITED WAY OF NORTHERN WESTCHESTER
336 CENTRAL PARK AVE
WHITE PLAINS
,
NY
10606
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
10,000
VASSAR BROS MEDICAL CENTER
45 READE PLACE
POUGHKEEPSIE
,
NY
12601
PC
TO FURTHER DONEES EXEMPT PURPOSE IN HEALTH
4,660
WESTCHESTER ARTS COUNCIL
31 MAMARONECK AVE
WHITE PLAINS
,
NY
10601
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
25,700
WESTCHESTER COUNTY HISTORICAL SOCIETY
2199 SAW MILL RIVER RD
ELMSFORD
,
NY
10523
PC
TO FURTHER DONEES EXEMPT PURPOSE IN MUSIC
500
WESTMORELAND SANCTUARY
260 CHESTNUT RIDGE RD
MT KISCO
,
NY
10549
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ENVIRONMENT
500
WHITE PLAINS HOSPITAL CENTER
41 EAST POST RD
WHITE PLAINS
,
NY
10601
PC
TO FURTHER DONEES EXEMPT PURPOSE IN COMMUNITY
2,500
WILD CENTER
45 MUSEUM DRIVE
TUPPER LAKE
,
NY
12986
PC
TO FURTHER DONEES EXEMPT PURPOSE IN CONSERVATION
2,500
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVD
BRONX
,
NY
10460
PC
TO FURTHER DONEES EXEMPT PURPOSE IN CONSERVATION
5,000
YONKERS FILM FESTIVAL
YONKERS RIVERFRONT LIBRARY 1 LARKIN
PLAZA
YONKERS
,
NY
10701
PC
TO FURTHER DONEES EXEMPT PURPOSE IN ARTS
1,500
YOUTH THEATER INTERACTIONS
92 MAIN ST
YONKERS
,
NY
10701
PC
TO FURTHER DONEES EXEMPT PURPOSE IN EDUCATION
5,000
Total
.................................
3a
646,244
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
155,067
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
.....
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
13
Total.
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.
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.
2021-09-16
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
MARIGRACE AMATO CPA
Preparer's Signature
Date
2021-09-03
Check if self-
employed
PTIN
P01278056
Firm's name
COHNREZNICK LLP
Firm's EIN
22-1478099
Firm's address
10 BANK STREET SUITE 1190
WHITE PLAINS
,
NY
10606
Phone no.
(914) 684-2700
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description