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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
BERNARD AND ANNE SPITZER
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)555 MADISON AVE 18TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

13-7298842
B Telephone number (see instructions)

(212) 757-5462
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$691,712,385
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,149,811 3,149,811  
4 Dividends and interest from securities... 3,335,585 3,335,585  
5a Gross rents............ 10,908,058 9,958,483  
b Net rental income or (loss) -695,479
6a Net gain or (loss) from sale of assets not on line 10 4,209,920
b Gross sales price for all assets on line 6a 4,665,881
7 Capital gain net income (from Part IV, line 2)... 4,147,766
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)....... -1,044,404 -1,515,029  
12 Total. Add lines 1 through 11........ 20,558,970 19,076,616  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 676,045     676,045
14 Other employee salaries and wages...... 490,221     490,221
15 Pension plans, employee benefits....... 250,172     250,172
16a Legal fees (attach schedule)......... 18,081 18,081    
b Accounting fees (attach schedule)....... 97,300 97,300    
c Other professional fees (attach schedule).... 70,708     70,708
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 501,128      
19 Depreciation (attach schedule) and depletion... 4,556,369 4,301,282  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 7,463,547 7,047,168   416,379
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,123,571 11,463,831   1,903,525
25 Contributions, gifts, grants paid....... 39,856,860 39,856,860
26 Total expenses and disbursements. Add lines 24 and 25 53,980,431 11,463,831   41,760,385
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -33,421,461
b Net investment income (if negative, enter -0-) 7,612,785
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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.............      
2 Savings and temporary cash investments......... 38,606,576 14,188,758 14,188,760
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.......... 1,127,023 1,099,951 1,099,951
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 533,695,577 523,141,387 620,887,268
14 Land, buildings, and equipment: basis bullet54,766,323
Less: accumulated depreciation (attach schedule) bullet9,785,530 46,961,767 44,980,793 54,766,323
15 Other assets (describe bullet)   770,083 770,083
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 620,390,943 584,180,972 691,712,385
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) 1,483,511 1,553,775
23 Total liabilities (add lines 17 through 22)......... 1,483,511 1,553,775
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 618,907,432 582,627,197
29 Total net assets or fund balances (see instructions)..... 618,907,432 582,627,197
30 Total liabilities and net assets/fund balances (see instructions). 620,390,943 584,180,972
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
618,907,432
2
Enter amount from Part I, line 27a .....................
2
-33,421,461
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
585,485,971
5
Decreases not included in line 2 (itemize) bullet
5
2,858,774
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
582,627,197
Form 990-PF (2019)
Form 990-PF (2019)
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 REALIZED LOSSES FUTURES CONTRACTS P   2019-12-31
b K-1 PASSTHRU NET S/T GAIN (GEMS) P   2019-12-31
c K-1 PASSTHRU NET S/T LOSS (MTN LK PTRS) P   2019-12-31
d K-1 PASSTHRU NET L/T GAIN (GEMS) P   2019-12-31
e K-1 PASSTHRU NET L/T GAIN (MTN LK PTRS) P   2019-12-31
K-1 PASSTHRU NET L/T LOSS (MTN LK RE) P   2019-12-31
K-1 PASSTHRU SECTION 1231 GAIN P   2019-12-31
K-1 PASSTHRU SECTION 1256 LOSS P   2019-12-31
Capital Gain Dividends      
(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     70,138 -70,138
b 31,269     31,269
c     362,174 -362,174
d 69,123     69,123
e 180,399     180,399
    25 -25
4,281,271     4,281,271
    23,624 -23,624
      41,665
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       -70,138
b       31,269
c       -362,174
d       69,123
e       180,399
      -25
      4,281,271
      -23,624
       
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 4,147,766
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 4,106,101
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 36,090,456 630,928,539 0.05720
2017 24,645,828 658,916,702 0.03740
2016 5,935,556 570,860,766 0.01040
2015 4,693,736 297,861,121 0.01576
2014 9,083,143 50,268,877 0.18069
2
Total of line 1, column (d) .....................
2
0.301453
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.060291
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
654,284,852
5
Multiply line 4 by line 3......................
5
39,447,488
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
76,128
7
Add lines 5 and 6........................
7
39,523,616
8
Enter qualifying distributions from Part XII, line 4,.............
8
41,760,385
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
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 includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 76,128
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% 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  
3 Add lines 1 and 2........................... 3 76,128
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 76,128
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 618,331
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 618,331
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 542,203
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet542,203 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • 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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet(NYS ATTORNEY GENERAL) WWW.CHARITIESNYS.COM
    14
    The books are in care ofbulletTHE CHARITABLE TRUST Telephone no.bullet (212) 757-5462

    Located atbullet555 MADISON AVE 18TH FLOORNEW YORKNY ZIP+4bullet100223300
    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 2019, 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? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletOC
    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
     
    No
    ........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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    EMILY SPITZER Trustee
    1.00
    0    
    555 MADISON AVE 18TH FL
    NEW YORK,NY100223300
    ANNE SPITZER Trustee
    1.00
    0    
    555 MADISON AVE 18TH FL
    NEW YORK,NY100223300
    DANIEL EVAN SPITZER Trustee
    1.00
    0    
    555 MADISON AVE 18TH FL
    NEW YORK,NY100223300
    ELIOT L SPITZER Trustee
    1.00
    0    
    555 MADISON AVE 18TH FL
    NEW YORK,NY100223300
    SARA C KAY CEO
    40.00
    436,236 43,624  
    555 MADISON AVE 18TH FL
    NEW YORK,NY100223300
    DANA C YOU COO
    40.00
    178,350 17,835  
    555 MADISON AVE 18TH FL
    NEW YORK,NY100223300
    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
    GABRIELLA L FISCHER-SHAY EE
    40.00
    75,000 7,500  
    443 CLINTON AVE 1S
    BROOKLYN,NY11238
    JANE A FLAGEL EE
    40.00
    153,048 15,305  
    901 HUNTERS FUN
    DOBBS FERRY,NY10522
    SARAH E FRENCH EE
    40.00
    101,678 10,300  
    19 HERKIMER ST APT 1
    BROOKLYN,NY11216
    JEAN M ROSS EE
    40.00
    136,746 13,675  
    34 PLAZA STREET EAST 804
    BROOKLYN,NY11238
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    LEON D ALPERN & CO ACCOUNTING 97,300
    100 CROSSWAYS PK DR WEST 401
    WOODBURY,NY11797
    ZOE HUDSON CONSULTING 30,000
    25 WEST 132ND STREET APT 6R
    NEW YORK,NY10037
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    443,206,977
    b
    Average of monthly cash balances.......................
    1b
    26,397,668
    c
    Fair market value of all other assets (see instructions)................
    1c
    204,843,936
    d
    Total (add lines 1a, b, and c).........................
    1d
    674,448,581
    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
    10,200,000
    3
    Subtract line 2 from line 1d.........................
    3
    664,248,581
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,963,729
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    654,284,852
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    32,714,243
    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
    32,714,243
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    76,128
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    76,128
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    32,638,115
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    32,638,115
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    32,638,115
    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
    41,760,385
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    41,760,385
    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
    76,128
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    41,684,257
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 32,638,115
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 26,562,677
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 41,760,385
    a Applied to 2018, but not more than line 2a 26,562,677
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 15,197,708
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2019.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    17,440,407
    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) .......
     
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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).)
    ANNE SPITZER
    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.
    ANNE SPITZER
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FUND MANAGERS
    555 MADISON AVE 18TH FLOOR
    NEW YORK,NY100223300
    (212) 757-5462
    bThe form in which applications should be submitted and information and materials they should include:
    DESCRIPTION OF CHARITABLE ORGANIZATION AND PURPOSE UNDER IRC SECTIONS 170(C), 2522(A) AND 2055(A).
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE TRUST MAKES CONTRIBUTIONS TO CORPORATIONS, ORGANIZATIONS, FOUNDATIONS, INSTITUTIONS OR FUNDS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, WHICH ARE THEMSELVES QUALIFYING EXEMPT ORGANIZATIONS, PURSUANT TO ARTICLE 4(A) OF ITS CERTIFICATE OF INCORPORATION.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    EQUAL JUSTICE WORKS
    2120 L STREET NW 450
    WASHINGTON,DC20037
    NONE EXEMPT GENERAL PURPOSE 10,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVENUE
    NEW YORK,NY10028
    NONE EXEMPT GENERAL PURPOSE 20,000
    MUSEUM OF JEWISH HERITAGE
    EJ SAFRA PLZ 36 BATTERY PLACE
    NEW YORK,NY10280
    NONE EXEMPT GENERAL PURPOSE 250,000
    SCENIC HUDSON
    ONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601
    NONE EXEMPT GENERAL PURPOSE 25,000
    THE PUBLIC THEATER
    425 LAFAYETTE STREET
    NEW YORK,NY10003
    NONE EXEMPT GENERAL PURPOSE 100,000
    PASSTHRU CONTRIBUTIONS FROM K-1
    730 FIFTH AVE 2202
    NEW YORK,NY10019
    NONE EXEMPT GENERAL PURPOSE 20,561
    CAMP GOOD GRIEF OF STATEN ISLAND
    PO BOX 141046
    STATEN ISLAND,NY10314
    NONE EXEMPT GENERAL PURPOSE 5,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH ST
    NEW YORK,NY10022
    NONE EXEMPT GENERAL PURPOSE 10,000
    MEDICARE RIGHTS CENTER
    520 EIGHTH AVENUE
    NEW YORK,NY10018
    NONE EXEMPT GENERAL PURPOSE 50,000
    US-AFRICA CHILDREN'S FELLOWSHIP
    475 14TH STREET
    BROOKLYN,NY11215
    NONE EXEMPT GENERAL PURPOSE 15,000
    UNION SETTLEMENT ASSOCIATION
    2089 3RD AVE
    NEW YORK,NY10029
    NONE EXEMPT GENERAL PURPOSE 300,000
    YESHIVA KTANA OF PASSAIC
    118 PENNINGTON AVE
    PASSAIC,NJ07055
    NONE EXEMPT GENERAL PURPOSE 25,000
    ALLIANCE FOR JUSTICE
    11 DUPONT CIRCLE NW 2ND FLOOR
    WASHINGTON,DC20036
    NONE EXEMPT JUSTICE PROGRAM 150,000
    ANOTHER STEP
    706 EXECUTIVE BLVD
    VALLEY COTTAGE,NY10989
    NONE EXEMPT GENERAL PURPOSE 50,000
    REPRIEVE US
    PO BOX 3627
    NEW YORK,NY10163
    NONE EXEMPT GENERAL PURPOSE 250,000
    BREAD FOR THE CITY
    1640 GOOD HOPE RD SE
    WASHINGTON,DC20020
    NONE EXEMPT CAPITAL PROGRAM 75,000
    DOCTORS WITHOUT BORDERS USA
    333 7TH AVENUE
    NEW YORK,NY10001
    NONE EXEMPT GENERAL PURPOSE 10,000
    EARTHJUSTICE
    50 CALIFORNIA ST SUITE 500
    SAN FRANCISCO,CA94111
    NONE EXEMPT FARMING FOR THE FUTURE 700,000
    EARTHWATCH INSTITUTE
    114 WESTERN AVENUE
    BOSTON,MA02134
    NONE EXEMPT GENERAL PURPOSE 10,000
    FOOD BANK OF THE HUDSON VALLEY
    195 HUDSON ST
    CORNWALLONHUDSON,NY12520
    NONE EXEMPT GENERAL PURPOSE 10,000
    JAWONIO FOUNDATION
    260 NORTH LITTLE TOR RD
    NEW CITY,NY10956
    NONE EXEMPT GENERAL PURPOSE 3,600
    JCC ROCKLAND
    450 W NYACK RD
    WEST NYACK,NY10994
    NONE EXEMPT CAPITAL CAMPAIGN 25,000
    MEALS ON WHEELS ROCKLAND
    121 W NYACK RD
    NANUET,NY10954
    NONE EXEMPT GENERAL PURPOSE 10,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 3RD AVE
    NEW YORK,NY10017
    NONE EXEMPT FOR THE NYC - SOUTHERN NEW YORK CHAPTER 10,000
    PHYSICIANS FOR HUMAN RIGHTS
    256 W 38TH ST
    NEW YORK,NY10018
    NONE EXEMPT GENERAL PURPOSE 1,000
    PINE PLAINS MEMORIAL HALL INC
    1891 ROUTE 83
    PINE PLAINS,NY12567
    NONE EXEMPT GENERAL PURPOSE 75,000
    THE AMERICAN FDN FOR SUICIDE PREVEN
    120 WALL ST 29TH FLOOR
    NEWYORK,NY10005
    NONE EXEMPT GENERAL PURPOSE 10,000
    UNITED HOSPICE OF ROCKLAND
    11 STOKUM LN
    NEW CITY,NY10956
    NONE EXEMPT GENERAL PURPOSE 10,000
    VIOLENCE POLICY CENTER
    1730 RHODE ISLAND AVENUE NW
    WASHINGTON,DC20036
    NONE EXEMPT GENERAL PURPOSE 20,000
    VOLUNTEERS OF LEGAL SERVICE
    40 WORTH ST 820
    NEW YORK,NY10013
    NONE EXEMPT IMMIGRATION PROJECT 75,000
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20037
    NONE EXEMPT GENERAL PURPOSE 25,000
    VARIOUS ORGANIZATIONS
    100 CROSSWAYS PARK WEST
    WOODBURY,NY11797
    NONE EXEMPT VARIOUS PURPOSES 4,378
    AIDS WALK RUN BOSTON
    175 AMORY STREET
    BOSTON,MA02119
    NONE EXEMPT GENERAL PURPOSE 15,000
    BROOKLYN GREENWAY INITIATIVE
    145 COLUMBIA HTS
    BROOKLYN,NY11231
    NONE EXEMPT GENERAL PURPOSE 10,000
    CHAI LIFELINE
    151 WEST 30TH STREET
    NEW YORK,NY10001
    NONE EXEMPT GENERAL PURPOSE 36,000
    DC AFFORDABLE LAW FIRM
    1717 K STREET NW
    WASHINGTON,DC20006
    NONE EXEMPT GENERAL PURPOSE 200,000
    DC CENTRAL KITCHEN
    425 2ND STREET NW
    WASHINGTON,DC20001
    NONE EXEMPT GENERAL PURPOSE 10,000
    IMMIGRANT JUSTICE CORPS
    17 BATTERY PLACE SUITE 236
    NEW YORK,NY10004
    NONE EXEMPT IMMIGRANT JUSTICE CORPS FELLOWSHIPS 600,000
    INTERNATIONAL RESCUE COMMITTEE
    200 COMMERCE PLACE 4
    ELIZABETH,NJ07201
    NONE EXEMPT SUPPORT FOR YEMEN - $25,000GENERAL PURPOSE - $25,000 50,000
    ISLES INC
    100 WOOD STREET
    TRENTON,NJ08618
    NONE EXEMPT THE VOLCKER FUND FOR HOUSING AND COMMUNITY DEVELOPMENT 5,000
    MARTHA'S TABLE
    2114 14TH STREET NW
    WASHINGTON,DC20009
    NONE EXEMPT GENERAL PURPOSE 25,000
    MIDDLEBURY COLLEGE
    OLD CHAPEL
    MIDDLEBURY,VT05753
    NONE EXEMPT GENERAL PURPOSE 10,000
    OCEAN CONSERVANCY
    1300 13TH STREET NW 8TH FL
    WASHINGTON,DC20036
    NONE EXEMPT GENERAL PURPOSE 10,000
    PREP FOR PREP
    328 WEST 71ST STREET
    NEW YORK,NY10023
    NONE EXEMPT GENERAL PURPOSE 5,000
    REEF ENVIROMENTAL EDUCATION FOUNDAT
    98300 OVERSEAS HIGHWAY
    KEY LARGO,FL33037
    NONE EXEMPT GENERAL 5,000
    RHINO CONSERVATION TRUST USA
    6753 HIWASSEE RUN
    AIKEN,SC29803
    NONE EXEMPT GENERAL PURPOSE 25,000
    THE MICHAEL J FOX FDN FOR PARKINSON
    PO BOX 5014
    HAGERSTOWN,MD21741
    NONE EXEMPT GENERAL PURPOSE 200,000
    THE OCEAN FOUNDATION
    13920 19TH STREET NW 5TH FL
    WASHINGTON,DC20036
    NONE EXEMPT GENERAL PURPOSE 5,000
    THE REFORM TEMPLE OF ROCKLAND
    330 N HIGHLAND AVENUE
    NYACK,NY10960
    NONE EXEMPT GENERAL PURPOSE 10,000
    THE REGENT OF THE UNIV OF CALIFORNI
    1111 FRANKLIN ST 12TH FL
    OAKLAND,CA94607
    NONE EXEMPT SPINAL CORD INJURY RESEARCH PROGRAM 225,000
    WARRIOR-SCHOLAR PROJECT
    1012 14TH STREET NW
    WASHINGTON,DC20005
    NONE EXEMPT GENERAL PURPOSE 5,000
    WASH LAWYERS CMTE FOR CIVIL RIGHTS
    1401 NEW YORK AVENUE NW SUITE 400
    WASHINGTON,DC20005
    NONE EXEMPT GENERAL PURPOSE 25,000
    AMERICAN CAMP ASSOCIATION
    108 W 39TH STREET 15TH FLOOR
    NEW YORK,NY10018
    NONE EXEMPT CAMP LEE MAR 25,000
    THE AMERICAN CONSTITUTION SOCIETY
    1899 L STREET NW 2ND FLOOR
    WASHINGTON,DC20036
    NONE EXEMPT GENERAL PURPOSE 750,000
    AMERICAN INSTITUTE FOR STUTTERING
    27 WEST 20TH STREET SUITE 1203
    NEW YORK,NY10011
    NONE EXEMPT GENERAL PURPOSE 10,000
    BIPARTISAN POLICY CENTER
    1225 EYE STREET NW SUITE 1000
    WASHINGTON,DC20005
    NONE EXEMPT CLEAN ENERGY AND CLIMATE PROGRAM 550,000
    CENTER ON BUDGET AND POLICY PRIORIT
    820 FIRST STREET NE SUITE 510
    WASHINGTON,DC20002
    NONE EXEMPT PROTECTING THE STATE - FEDERAL SAFETY NET THROUGH STATE - LEVEL ANALYSIS AND ACTION 1,500,000
    CENTER FOR CLIMATE AND ENERGY SOLUT
    2101 WILSON BLVD SUITE 550
    ARLINGTON,VA22201
    NONE EXEMPT MIT NUCLEAR LITERACY COURSE - $40,000CLIMATE INNOVATION 2050 - $500,000 540,000
    CLEAN AIR TASK FORCE
    114 STATE STREET 6TH FLOOR
    BOSTON,MA02109
    NONE EXEMPT GENERAL PURPOSE - $500,000CLEAN ENERGY PROCUREMENT PROJECT - $150,000MODELING SUPPORT - $416,000 1,066,000
    COMMUNITY CATALYST
    ONE FEDERAL STREET 5TH FLOOR
    BOSTON,MA02110
    NONE EXEMPT GENERAL PURPOSE - $10,000 & $1,500HEALTHCARE COVERAGE PROJECT - $750,000 761,500
    CONSERVATION INTERNATIONAL
    2011 CRYSTAL DRIVE SUITE 500
    ARLINGTON,VA22202
    NONE EXEMPT RETETI ELEPHANT SANCTUARY 10,000
    CONSTITUTIONAL ACCOUNTABILITY CENTE
    1200 18TH STREET NW SUITE 501
    WASHINGTON,DC20036
    NONE EXEMPT GENERAL PURPOSE 600,000
    DENNIS P MCHUGH PIERMONT PUBLIC LIB
    25 FLYWHEEL PARK WEST
    PIERMONT,NY10968
    NONE EXEMPT GENERAL PURPOSE 10,000
    ENERGY INNOVATION REFORM PROJECT
    3100 CLARENDON BOULEVARD SUITE 200
    ARLINGTON,VA22201
    NONE EXEMPT GENERAL PURPOSE 500,000
    HUMANE RESCUE ALLIANCE
    PO BOX 96312
    WASHINGTON,DC20090
    NONE EXEMPT GENERAL PURPOSE 5,000
    INFORMATION TECH AND INNOVATION FDN
    1101 K STREET NW SUITE 610
    WASHINGTON,DC20005
    NONE EXEMPT CLEAN ENERGY INNOVATION POLICY PROJECT 505,921
    INTERIM HOUSE INC
    333 WEST UPSAL STREET
    PHILADELPHIA,PA19119
    NONE EXEMPT GENERAL PURPOSE 1,500
    KEEP ROCKLAND BEAUTIFUL
    120-126 NORTH MAIN STREET
    NEW CITY,NY10956
    NONE EXEMPT GENERAL PURPOSE 2,000
    LEGAL AID SOCIETY OF DC
    1331 H STREET NW
    WASHINGTON,DC20005
    NONE EXEMPT GENERAL PURPOSE 25,000
    MAZON A JEWISH RESPONSE TO HUNGER
    10850 WILSHIRE BLVD SUITE 400
    LOS ANGELES,CA90024
    NONE EXEMPT GENERAL PURPOSE 10,000
    NATIONAL IMMIGRATION LAW CENTER
    3450 WILSHIRE BLVD 108-62
    LOS ANGELES,CA90010
    NONE EXEMPT GENERAL PURPOSE 600,000
    NATIONAL WOMEN'S LAW CENTER
    11 DUPONT CIRCLE NW 800
    WASHINGTON,DC20036
    NONE EXEMPT REPRODUCTIVE RIGHTS AND HEALTH PROGRAM 500,000
    NEO PHILANTHROPY
    45 W 36TH STREET 6TH FLOOR
    NEW YORK,NY10018
    NONE EXEMPT STATE INFRASTRUCTURE FUND - $1,500,000FOUR FREEDOMS FUND - $525,000 2,025,000
    NEW YORK UNIVERSITY
    70 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
    NONE EXEMPT INSTITUTE FOR POLICY INTEGRITY 700,000
    NEXT FOR AUTISM
    1430 BROADWAY 8TH FLOOR
    NEW YORK,NY10018
    NONE EXEMPT GENERAL PURPOSE 15,000
    NORTH BROOKLYN ANGELS
    42 WEST ST 202
    BROOKLYN,NY11222
    NONE EXEMPT GENERAL PURPOSE 5,000
    NYACK HOSPITAL FOUNDATION
    160 N MIDLAND AVE
    NYACK,NY10960
    NONE EXEMPT GENERAL PURPOSE 20,000
    PENGUIN PLAYERS LTD
    7 CRICKETOWN RD
    STONY POINT,NY10980
    NONE EXEMPT GENERAL PURPOSE 5,000
    PROJECT ON GOVERNMENT OVERSIGHT
    1100 G STREET NW SUITE 500
    H,NY10023
    NONE EXEMPT GENERAL PURPOSE 600,000
    RESOURCES LEGACY FUND
    555 CAPITOL MALL SUITE 1095
    SACRAMENTO,CA95814
    NONE EXEMPT LITIGATION CLEARINGHOUSE 320,000
    SAFE PASSAGE PROJECT CORPORATION
    185 WEST BROADWAY
    NEW YORK,NY10013
    NONE EXEMPT GENERAL PURPOSE 75,000
    THE BREAKTHROUGH INSTITUTE
    436 14TH STREET SUITE 820
    OAKLAND,CA94612
    NONE EXEMPT GENERAL PURPOSE - $500,000FOOD & FARMING PROGRAM - $400,000 900,000
    THE LEADERSHIP CONFERENCE EDUCATION
    1620 L STREET NW SUITE 1100
    WASHINGTON,DC20036
    NONE EXEMPT GENERAL PURPOSE 825,000
    THE LUNCHBOX FUND
    PO BOX 10
    NEW YORK,NY10276
    NONE EXEMPT GENERAL PURPOSE 10,000
    PROTECT DEMOCRACY PROJECT
    2020 PENNSYLVANIA AVE NW
    WASHINGTON,DC20006
    NONE EXEMPT GENERAL PURPOSE 500,000
    THE RICHARDSON CTR FOR GLOBAL ENGAG
    216 WASHINGTON AVE SUITES 1 2
    SANTA FE,NM87501
    NONE EXEMPT GENERAL PURPOSE 25,000
    THICH NHAT HAHN FOUNDATION
    2499 MELRU LANE
    ESCONDIDO,CA92026
    NONE EXEMPT GENERAL PURPOSE 10,000
    THIRD WAY INSTITUTE
    1025 CONNECTICUT AVE NW SUITE 400
    WASHINGTON,DC20036
    NONE EXEMPT CLEAN ENERGY INNOVATION CAMPAIGN 865,000
    TZEDEK DC
    4340 CONNECTICUT AVE NW
    WASHINGTON,DC20008
    NONE EXEMPT GENERAL PURPOSE 9,000
    WHEDCO
    50 EAST 168TH STREET
    BRONX,NY10452
    NONE EXEMPT GENERAL PURPOSE 3,750
    WORLD RESOURCES INSTITUTE
    10 G STREET NE SUITE 800
    WASHINGTON,DC20002
    NONE EXEMPT GENERAL PURPOSE - $12,500CLEAN ENERGY TRANSITION - $300,000 312,500
    ACTIVATE GLOBAL INC
    2150 Shattuck Avenue 300
    Berkeley,CA94704
    NONE EXEMPT GENERAL PURPOSE 300,000
    BLACK GIRLS CODE INC
    PO Box 640926
    San Francisco,CA94164
    NONE EXEMPT GENERAL PURPOSE 600
    BROOKLYN ACADEMY OF MUSIC INC
    30 Lafayette Ave
    Brooklyn,NY11217
    NONE EXEMPT GENERAL PURPOSE 5,000
    CAIR COALITION
    1612 K Street NW
    Washington,DC20006
    NONE EXEMPT GENERAL PURPOSE 10,000
    CENTER FOR LAW SOCIAL POLICY
    1200 18th St NW
    Washington,DC20036
    NONE EXEMPT PROTECTING IMMIGRANT FAMILIES CAMPAIGN 700,000
    CHURCHES UNITED FOR FAIR HOUSING IN
    7 Marcus Garvey Blvd
    Brooklyn,NY11206
    NONE EXEMPT GENERAL PURPOSE 5,000
    COLUMBIA UNIVERSITY
    116th St Broadway
    New York,NY10027
    NONE EXEMPT LAMONT - DOHERTY'S HUDSON RIVER FIELD STATION 40,000
    COMMITTEE TO PROTECT JOURNALISTS IN
    330 7th Ave 11
    New York,NY10001
    NONE EXEMPT GENERAL PURPOSE 25,000
    ENVIRONMENTAL DEFENSE FUND
    257 Park Ave S
    New York,NY10010
    NONE EXEMPT INNOVATION PROJECT 500,000
    GALAPAGOS CONSERVANCY
    11150 Fairfax Blvd 408
    Fairfax,VA22030
    NONE EXEMPT GENERAL PURPOSE 5,000
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 Bush Street 555
    San Francisco,CA94104
    NONE EXEMPT GENERAL PURPOSE 15,000
    IMMIGRANT LEGAL RESOURCE CENTER
    1458 Howard St
    San Francisco,CA94103
    NONE EXEMPT NEW AMERICANS CAMPAIGN 680,000
    INTERNATIONAL ANTI-POACHING FOUNDAT
    1655 N Fort Myer Drive 700
    Arlington,VA22209
    NONE EXEMPT GENERAL PURPOSE 5,000
    JDRF
    26 Broadway 14th floor
    New York,NY10004
    NONE EXEMPT GENERAL PURPOSE 250,000
    KELLERMANN FOUNDATION
    PO Box 832809
    Richardson,TX75083
    NONE EXEMPT BWINDI COMMUNITY HOSPITAL - $50,000KISHANDA SCHOOL - $38,000 88,000
    LEWA WILDLIFE CONSERVANCY USA
    PO Box 4449
    New York,NY10163
    NONE EXEMPT GENERAL PURPOSE 5,000
    PANTHERA
    8 W 40th St 18th Floor
    New York,NY10018
    NONE EXEMPT GENERAL PURPOSE 5,000
    REPORTERS COMMITTEE FOR FREEDOM OF
    1156 15th St NW
    Washington,DC20005
    NONE EXEMPT GENERAL PURPOSE 10,000
    SIERRA CLUB FOUNDATION
    2101 Webster St 1250
    Oakland,CA94612
    NONE EXEMPT GENERAL PURPOSE 10,000
    THE ARC FOUNDATION OF ROCKLAND INC
    25 Hemlock Dr
    Congers,NY10920
    NONE EXEMPT GENERAL PURPOSE 100,000
    THE GERMAN MARSHALL FUND OF THE US
    1744 R Street NW
    Washington,DC20009
    NONE EXEMPT ALLIANCE FOR SECURING DEMOCRACY 450,000
    THE HOPEWELL FUND
    1201 Connecticut Avenue NW No 300
    Washington,DC20036
    NONE EXEMPT CONSTITUTIONAL CONVENTION PROJECT 250,000
    THE NATIONAL HEALTH LAW PROGRAM INC
    1444 I St NW 1105
    Washington,DC20005
    NONE EXEMPT HEATHCARE COVERAGE PROJECT 775,000
    WILLIAMS J BRENNAN JR CNTR FOR JUST
    120 Broadway 1750
    New York,NY10271
    NONE EXEMPT SPITZER FELLOWS AND GENERAL PURPOSE 1,050,000
    AMERICAN FLOOD COALITION
    1501 M ST NW SUITE 430
    WASHINGTON,DC20005
    NONE EXEMPT ADAPTATION WORKING GROUP 900,000
    AMERICAN LEGION POST 0426 SHACAMECO
    PO BOX 125
    PINE PLAINS,NY12567
    NONE EXEMPT CAPITAL 7,000
    ARC OF US
    1825 K ST NW
    WASHINGTON,DC20006
    NONE EXEMPT GENERAL PURPOSE 25,000
    ARIZONA COMMUNITY FOUNDATION
    2201 E CAMELBACK RD 405B
    PHOENIX,AZ85016
    NONE EXEMPT EITC POOLED FUND 750,000
    BENNINGTON COLLEGE CORPORATION
    1 COLLEGE DR
    BENNINGTON,VT05201
    NONE EXEMPT THE BEYONDS PLASTICS PROJECT 75,000
    BROOKLYN HOSPITAL FOUNDATION INC
    121 DEKALB AVENUE
    BROOKLYN,NY11201
    NONE EXEMPT GENERAL PURPOSE 6,000
    CAMBA INC
    1720 CHURCH AVENUE
    CAMBA INC,NY11226
    NONE EXEMPT GENERAL PURPOSE 5,000
    CAMPAIGN LEGAL CENTER INC
    1101 14TH ST NW 400
    WASHINGTON,DC20005
    NONE EXEMPT GENERAL PURPOSE 450,000
    CARBON 180
    1111 BROADWAY FLOOR 3
    OAKLAND,CA94607
    NONE EXEMPT GENERAL PURPOSE 300,000
    CENTER FOR ECONOMIC AND POLICY RESE
    1611 CONNECTICUT AVE NW 400
    WASHINGTON,DC20009
    NONE EXEMPT HEALTH SYSTEMS PROJECT 150,000
    CENTER FOR ELECTION INNOVATION RESE
    1120 CONNECTICUT AVE NW STE 1040
    WASHINGTON,DC20036
    NONE EXEMPT GENERAL PURPOSE 300,000
    CENTER FOR POPULAR DEMOCRACY
    449 TROUTMAN ST
    BROOKLYN,NY11237
    NONE EXEMPT FAMILY ECONOMIC SECURITY 450,000
    CHALLENGED ATHLETES FOUNDATION
    9591 WAPLES ST
    SAN DIEGO,CA92121
    NONE EXEMPT GENERAL PURPOSE 15,250
    CLIMATEWORKS FOUNDATION
    235 MONTGOMERY ST 1300
    SAN FRANCISCO,CA94104
    NONE EXEMPT CARBON DIOXIDE REMOVAL FUND 1,000,000
    DC ABORTION FUND
    PO BOX 65061
    WASHINGTON,DC20035
    NONE EXEMPT GENERAL PURPOSE 5,000
    DEMOS
    80 BROAD ST
    NEW YORK,NY10004
    NONE EXEMPT FREEDOM TO VOTE PROJECT 400,000
    ECONOMIC POLICY INSTITUTE
    1225 I ST NW 600
    WASHINGTON,DC20005
    NONE EXEMPT GENERAL PURPOSE - $500,000STATE & LOCAL ENFORCEMENT PROJECT - $150,000 650,000
    EDUCATION BRIDGE INC
    2043 SOUTH BEND AVENUE 278
    SOUTH BEND,IN46637
    NONE EXEMPT GENERAL PURPOSE 1,200
    ELEPHANT COOPERATION
    110 E AVENIDA PALIZADA 301
    SAN CLEMENTE,CA92672
    NONE EXEMPT COMACO 5,000
    GEORGETOWN LAW
    600 NEW JERSEY AVE NW
    WASHINGTON,DC20001
    NONE EXEMPT GENERAL PURPOSE 10,000
    INSTITUTE FOR NONPROFIT NEWS
    714 W OLYMPIC BLVD 929
    LOS ANGELES,CA90015
    NONE EXEMPT GENERAL PURPOSE 300,000
    KEYSTONE RESEARCH CENTER
    412 N 3RD ST
    HARRISBURG,PA17101
    NONE EXEMPT PA BUDGET & POLICY CENTER WE THE PEOPLE PROJECT 275,000
    KIPP NEW YORK INC
    1501 BROADWAY 10TH FL SUITE 1000
    NEW YORK,NY10036
    NONE EXEMPT FOOTBALL PROGRAM 12,500
    KNIGHT FIRST AMENDMENT INST AT COLU
    475 RIVERSIDE DRIVE SUITE 302
    NEW YORK,NY10115
    NONE EXEMPT GENERAL PURPOSE 500,000
    LAWYERS ALLIANCE FOR NEW YORK
    171 MADISON AVE
    NEW YORK,NY10016
    NONE EXEMPT GENERAL PURPOSE 10,000
    LEAGUE OF WOMEN VOTERS EDUCATION FU
    4 W 43RD ST 615
    NEW YORK,NY10036
    NONE EXEMPT GENERAL PURPOSE 300,000
    LEGAL AID CHICAGO
    120 S LASALLE ST STE 900
    CHICAGO,IL60603
    NONE EXEMPT GENERAL PURPOSE 20,000
    MARIST COLLEGE
    3399 NORTH RD
    POUGHKEEPSIE,NY12601
    NONE EXEMPT GENERAL PURPOSE 10,000
    MICHIGAN LEAGUE FOR PUBLIC POLICY
    1223 TURNER RD G1
    LANSING,MI48906
    NONE EXEMPT ECONOMIC JUSTICE PROJECT 250,000
    NATIONAL CONFERENCE ON CITIZENSHIP
    1920 L STREET NW SUITE 450
    WASHINGTON,DC20036
    NONE EXEMPT CENSUS QUALITY REINFORCEMENT TASK FORCE 400,000
    NATIONAL JEWISH HEALTH
    10 E 102ND ST
    NEW YORK,NY10029
    NONE EXEMPT GENERAL PURPOSE 10,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036
    NONE EXEMPT GET AMERICA COVERED - $250,000VOTER ENGAGEMENT FUND - $1,000,000REDISTRICTING REFORM PROJECT - $600,000 1,850,000
    NORTH BROOKLYN PARKS ALLIANCE
    86 KENT AVE
    BROOKLYN,NY11249
    NONE EXEMPT GENERAL PURPOSE 1,000
    PARENTCHILD
    163B MINEOLA BOULEVARD
    MINEOLA,NY11501
    NONE EXEMPT GENERAL PURPOSE 1,000
    PRIME COALITION
    625 MASSACHUSETTS AVENUE 2ND FLOOR
    CAMBRIDGE,MA02139
    NONE EXEMPT PRIME IMPACT FUND 1,000,000
    PRINCETON REACH OUT 56-81-06 INC
    12 STOCKTON ST
    PRINCETON,NJ08540
    NONE EXEMPT GENERAL PURPOSE 15,000
    PS 132 PTA
    320 MANHATTAN AVE
    BROOKLYN,NY11211
    NONE EXEMPT GENERAL PURPOSE 1,000
    RAICES
    1305 N FLORES STREET
    SAN ANTONIO,TX78212
    NONE EXEMPT GENERAL PURPOSE 25,600
    SHELDRICK WILDLIFE TRUST USA
    PO BOX 15555
    MBAGATHI,NAIROBI00503
    KE
    NONE EXEMPT GENERAL PURPOSE 10,000
    SOUTHERN COALITION FOR SOCIAL JUSTI
    1415 W NORTH CAROLINA 54 SUITE 101
    DURHAM,NC27707
    NONE EXEMPT REDISTRICTING PROGRAM 400,000
    SPECIAL OLYMPICS INC
    211 E 43RD ST 802
    NEW YORK,NY10017
    NONE EXEMPT GENERAL PURPOSE 10,000
    SUNRISE ASSOCIATION
    11 NEIL CT
    OCEANSIDE,NY11572
    NONE EXEMPT GENERAL PURPOSE 20,000
    THE COMMONWEALTH INST FOR FISCAL AN
    1329 E CARY ST 200
    RICHMOND,VA23219
    NONE EXEMPT GENERAL PURPOSE 275,000
    THE CORAL REEF ALLIANCE
    37 PLEASANT ST
    CAMBRIDGE,MA02139
    NONE EXEMPT GENERAL PURPOSE 5,000
    THE ENERGY GROWTH HUB INC
    1015 15TH STREET NW 6TH FLOOR
    WASHINGTON,DC20005
    NONE EXEMPT GENERAL PURPOSE 725,000
    THE MIAMI FOUNDATION
    40 NW 3RD ST 305
    MIAMI,FL33128
    NONE EXEMPT NEWSMATCH 500,000
    TOMCHE SHABBOS OF ROCKLAND COUNTY
    78 COLLEGE RD
    MONSEY,NY10952
    NONE EXEMPT GENERAL PURPOSE 90,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN
    535 W 116TH ST
    NEW YORK,NY10027
    NONE EXEMPT NUCLEAR & CARBON MANAGEMENT 800,000
    URBAN INSTITUTE
    650 HOLLYWOOD AVE
    BRONX,NY10465
    NONE EXEMPT HEALTH CARE REFORM AND SAFETY NET POLICY 500,000
    VOTER REGISTRATION PROJECT
    1725 DESALES ST NW STE 650
    WASHINGTON,DC20036
    NONE EXEMPT GENERAL PURPOSE 1,000,000
    WASHINGTON LAWYER'S COMMITTEE FOR C
    700 14TH ST NW SUITE 400
    WASHINGTON,DC20005
    NONE EXEMPT BOOST WAGES IN THE NEW ECONOMY 700,000
    WORLD CENTRAL KITCHEN INC
    1342 FLORIDA AVE NW
    WASHINGTON,DC20009
    NONE EXEMPT GENERAL PURPOSE 25,000
    Total .................................bullet 3a 39,856,860
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........
        14 3,149,811  
    4 Dividends and interest from securities....     14 3,335,585  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531120 75,131 16 178,148  
    bNot debt-financed property.....     16 -948,758  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
    551112 62,154 18 4,147,766  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNET K-1 PASS THRU ITEMS
        14 -1,044,404  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 137,285 8,818,148  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,955,433
    (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 (2019)
    Form 990-PF (2019)
    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 Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID: 19009920
    Software Version: 2019v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description