Instrumentl eFile Render
Object ID: 202033149349101563 - Rendered 2024-05-02
TIN: 13-7298842
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
19
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
,
NY
10022
A Employer identification number
13-7298842
B
Telephone number (see instructions)
(212) 757-5462
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)
$
691,712,385
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)
2
Check
.............
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
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
38,606,576
14,188,758
14,188,760
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
..........
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
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
533,695,577
523,141,387
620,887,268
14
Land, buildings, and equipment: basis
54,766,323
Less: accumulated depreciation (attach schedule)
9,785,530
46,961,767
44,980,793
54,766,323
15
Other assets (describe
)
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
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
)
1,483,511
1,553,775
23
Total liabilities
(add lines 17 through 22)
.........
1,483,511
1,553,775
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
........
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)
3
4
Add lines 1, 2, and 3
..........................
4
585,485,971
5
Decreases not included in line 2 (itemize)
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)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
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
...................
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?
Yes
No
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
and enter “N/A" on line 1.
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
here
and 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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
542,203
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
542,203
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
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 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 address
(NYS ATTORNEY GENERAL) WWW.CHARITIESNYS.COM
14
The books are in care of
THE CHARITABLE TRUST
Telephone no.
(212) 757-5462
Located at
555 MADISON AVE 18TH FLOOR
NEW YORK
NY
ZIP+4
100223300
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 2019, 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
Yes
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
OC
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
No
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 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?
.............
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 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))?
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
EMILY SPITZER
Trustee
1.00
0
555 MADISON AVE 18TH FL
NEW YORK
,
NY
100223300
ANNE SPITZER
Trustee
1.00
0
555 MADISON AVE 18TH FL
NEW YORK
,
NY
100223300
DANIEL EVAN SPITZER
Trustee
1.00
0
555 MADISON AVE 18TH FL
NEW YORK
,
NY
100223300
ELIOT L SPITZER
Trustee
1.00
0
555 MADISON AVE 18TH FL
NEW YORK
,
NY
100223300
SARA C KAY
CEO
40.00
436,236
43,624
555 MADISON AVE 18TH FL
NEW YORK
,
NY
100223300
DANA C YOU
COO
40.00
178,350
17,835
555 MADISON AVE 18TH FL
NEW YORK
,
NY
100223300
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
,
NY
11238
JANE A FLAGEL
EE
40.00
153,048
15,305
901 HUNTERS FUN
DOBBS FERRY
,
NY
10522
SARAH E FRENCH
EE
40.00
101,678
10,300
19 HERKIMER ST APT 1
BROOKLYN
,
NY
11216
JEAN M ROSS
EE
40.00
136,746
13,675
34 PLAZA STREET EAST 804
BROOKLYN
,
NY
11238
Total
number of other employees paid over $50,000
...................
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
,
NY
11797
ZOE HUDSON
CONSULTING
30,000
25 WEST 132ND STREET APT 6R
NEW YORK
,
NY
10037
Total
number of others receiving over $50,000 for professional services
.............
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
.........................
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
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
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
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).)
6
Enter 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)
...
9
Excess 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
.......
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)
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.)
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).)
ANNE SPITZER
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.
ANNE SPITZER
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 e-mail address of the person to whom applications should be addressed:
FUND MANAGERS
555 MADISON AVE 18TH FLOOR
NEW YORK
,
NY
100223300
(212) 757-5462
b
The 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).
c
Any submission deadlines:
NONE
d
Any 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)
a
Paid during the year
EQUAL JUSTICE WORKS
2120 L STREET NW 450
WASHINGTON
,
DC
20037
NONE
EXEMPT
GENERAL PURPOSE
10,000
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENUE
NEW YORK
,
NY
10028
NONE
EXEMPT
GENERAL PURPOSE
20,000
MUSEUM OF JEWISH HERITAGE
EJ SAFRA PLZ 36 BATTERY PLACE
NEW YORK
,
NY
10280
NONE
EXEMPT
GENERAL PURPOSE
250,000
SCENIC HUDSON
ONE CIVIC CENTER PLAZA SUITE 200
POUGHKEEPSIE
,
NY
12601
NONE
EXEMPT
GENERAL PURPOSE
25,000
THE PUBLIC THEATER
425 LAFAYETTE STREET
NEW YORK
,
NY
10003
NONE
EXEMPT
GENERAL PURPOSE
100,000
PASSTHRU CONTRIBUTIONS FROM K-1
730 FIFTH AVE 2202
NEW YORK
,
NY
10019
NONE
EXEMPT
GENERAL PURPOSE
20,561
CAMP GOOD GRIEF OF STATEN ISLAND
PO BOX 141046
STATEN ISLAND
,
NY
10314
NONE
EXEMPT
GENERAL PURPOSE
5,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH ST
NEW YORK
,
NY
10022
NONE
EXEMPT
GENERAL PURPOSE
10,000
MEDICARE RIGHTS CENTER
520 EIGHTH AVENUE
NEW YORK
,
NY
10018
NONE
EXEMPT
GENERAL PURPOSE
50,000
US-AFRICA CHILDREN'S FELLOWSHIP
475 14TH STREET
BROOKLYN
,
NY
11215
NONE
EXEMPT
GENERAL PURPOSE
15,000
UNION SETTLEMENT ASSOCIATION
2089 3RD AVE
NEW YORK
,
NY
10029
NONE
EXEMPT
GENERAL PURPOSE
300,000
YESHIVA KTANA OF PASSAIC
118 PENNINGTON AVE
PASSAIC
,
NJ
07055
NONE
EXEMPT
GENERAL PURPOSE
25,000
ALLIANCE FOR JUSTICE
11 DUPONT CIRCLE NW 2ND FLOOR
WASHINGTON
,
DC
20036
NONE
EXEMPT
JUSTICE PROGRAM
150,000
ANOTHER STEP
706 EXECUTIVE BLVD
VALLEY COTTAGE
,
NY
10989
NONE
EXEMPT
GENERAL PURPOSE
50,000
REPRIEVE US
PO BOX 3627
NEW YORK
,
NY
10163
NONE
EXEMPT
GENERAL PURPOSE
250,000
BREAD FOR THE CITY
1640 GOOD HOPE RD SE
WASHINGTON
,
DC
20020
NONE
EXEMPT
CAPITAL PROGRAM
75,000
DOCTORS WITHOUT BORDERS USA
333 7TH AVENUE
NEW YORK
,
NY
10001
NONE
EXEMPT
GENERAL PURPOSE
10,000
EARTHJUSTICE
50 CALIFORNIA ST SUITE 500
SAN FRANCISCO
,
CA
94111
NONE
EXEMPT
FARMING FOR THE FUTURE
700,000
EARTHWATCH INSTITUTE
114 WESTERN AVENUE
BOSTON
,
MA
02134
NONE
EXEMPT
GENERAL PURPOSE
10,000
FOOD BANK OF THE HUDSON VALLEY
195 HUDSON ST
CORNWALLONHUDSON
,
NY
12520
NONE
EXEMPT
GENERAL PURPOSE
10,000
JAWONIO FOUNDATION
260 NORTH LITTLE TOR RD
NEW CITY
,
NY
10956
NONE
EXEMPT
GENERAL PURPOSE
3,600
JCC ROCKLAND
450 W NYACK RD
WEST NYACK
,
NY
10994
NONE
EXEMPT
CAPITAL CAMPAIGN
25,000
MEALS ON WHEELS ROCKLAND
121 W NYACK RD
NANUET
,
NY
10954
NONE
EXEMPT
GENERAL PURPOSE
10,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 3RD AVE
NEW YORK
,
NY
10017
NONE
EXEMPT
FOR THE NYC - SOUTHERN NEW YORK CHAPTER
10,000
PHYSICIANS FOR HUMAN RIGHTS
256 W 38TH ST
NEW YORK
,
NY
10018
NONE
EXEMPT
GENERAL PURPOSE
1,000
PINE PLAINS MEMORIAL HALL INC
1891 ROUTE 83
PINE PLAINS
,
NY
12567
NONE
EXEMPT
GENERAL PURPOSE
75,000
THE AMERICAN FDN FOR SUICIDE PREVEN
120 WALL ST 29TH FLOOR
NEWYORK
,
NY
10005
NONE
EXEMPT
GENERAL PURPOSE
10,000
UNITED HOSPICE OF ROCKLAND
11 STOKUM LN
NEW CITY
,
NY
10956
NONE
EXEMPT
GENERAL PURPOSE
10,000
VIOLENCE POLICY CENTER
1730 RHODE ISLAND AVENUE NW
WASHINGTON
,
DC
20036
NONE
EXEMPT
GENERAL PURPOSE
20,000
VOLUNTEERS OF LEGAL SERVICE
40 WORTH ST 820
NEW YORK
,
NY
10013
NONE
EXEMPT
IMMIGRATION PROJECT
75,000
WORLD WILDLIFE FUND
1250 24TH ST NW
WASHINGTON
,
DC
20037
NONE
EXEMPT
GENERAL PURPOSE
25,000
VARIOUS ORGANIZATIONS
100 CROSSWAYS PARK WEST
WOODBURY
,
NY
11797
NONE
EXEMPT
VARIOUS PURPOSES
4,378
AIDS WALK RUN BOSTON
175 AMORY STREET
BOSTON
,
MA
02119
NONE
EXEMPT
GENERAL PURPOSE
15,000
BROOKLYN GREENWAY INITIATIVE
145 COLUMBIA HTS
BROOKLYN
,
NY
11231
NONE
EXEMPT
GENERAL PURPOSE
10,000
CHAI LIFELINE
151 WEST 30TH STREET
NEW YORK
,
NY
10001
NONE
EXEMPT
GENERAL PURPOSE
36,000
DC AFFORDABLE LAW FIRM
1717 K STREET NW
WASHINGTON
,
DC
20006
NONE
EXEMPT
GENERAL PURPOSE
200,000
DC CENTRAL KITCHEN
425 2ND STREET NW
WASHINGTON
,
DC
20001
NONE
EXEMPT
GENERAL PURPOSE
10,000
IMMIGRANT JUSTICE CORPS
17 BATTERY PLACE SUITE 236
NEW YORK
,
NY
10004
NONE
EXEMPT
IMMIGRANT JUSTICE CORPS FELLOWSHIPS
600,000
INTERNATIONAL RESCUE COMMITTEE
200 COMMERCE PLACE 4
ELIZABETH
,
NJ
07201
NONE
EXEMPT
SUPPORT FOR YEMEN - $25,000GENERAL PURPOSE - $25,000
50,000
ISLES INC
100 WOOD STREET
TRENTON
,
NJ
08618
NONE
EXEMPT
THE VOLCKER FUND FOR HOUSING AND COMMUNITY DEVELOPMENT
5,000
MARTHA'S TABLE
2114 14TH STREET NW
WASHINGTON
,
DC
20009
NONE
EXEMPT
GENERAL PURPOSE
25,000
MIDDLEBURY COLLEGE
OLD CHAPEL
MIDDLEBURY
,
VT
05753
NONE
EXEMPT
GENERAL PURPOSE
10,000
OCEAN CONSERVANCY
1300 13TH STREET NW 8TH FL
WASHINGTON
,
DC
20036
NONE
EXEMPT
GENERAL PURPOSE
10,000
PREP FOR PREP
328 WEST 71ST STREET
NEW YORK
,
NY
10023
NONE
EXEMPT
GENERAL PURPOSE
5,000
REEF ENVIROMENTAL EDUCATION FOUNDAT
98300 OVERSEAS HIGHWAY
KEY LARGO
,
FL
33037
NONE
EXEMPT
GENERAL
5,000
RHINO CONSERVATION TRUST USA
6753 HIWASSEE RUN
AIKEN
,
SC
29803
NONE
EXEMPT
GENERAL PURPOSE
25,000
THE MICHAEL J FOX FDN FOR PARKINSON
PO BOX 5014
HAGERSTOWN
,
MD
21741
NONE
EXEMPT
GENERAL PURPOSE
200,000
THE OCEAN FOUNDATION
13920 19TH STREET NW 5TH FL
WASHINGTON
,
DC
20036
NONE
EXEMPT
GENERAL PURPOSE
5,000
THE REFORM TEMPLE OF ROCKLAND
330 N HIGHLAND AVENUE
NYACK
,
NY
10960
NONE
EXEMPT
GENERAL PURPOSE
10,000
THE REGENT OF THE UNIV OF CALIFORNI
1111 FRANKLIN ST 12TH FL
OAKLAND
,
CA
94607
NONE
EXEMPT
SPINAL CORD INJURY RESEARCH PROGRAM
225,000
WARRIOR-SCHOLAR PROJECT
1012 14TH STREET NW
WASHINGTON
,
DC
20005
NONE
EXEMPT
GENERAL PURPOSE
5,000
WASH LAWYERS CMTE FOR CIVIL RIGHTS
1401 NEW YORK AVENUE NW SUITE 400
WASHINGTON
,
DC
20005
NONE
EXEMPT
GENERAL PURPOSE
25,000
AMERICAN CAMP ASSOCIATION
108 W 39TH STREET 15TH FLOOR
NEW YORK
,
NY
10018
NONE
EXEMPT
CAMP LEE MAR
25,000
THE AMERICAN CONSTITUTION SOCIETY
1899 L STREET NW 2ND FLOOR
WASHINGTON
,
DC
20036
NONE
EXEMPT
GENERAL PURPOSE
750,000
AMERICAN INSTITUTE FOR STUTTERING
27 WEST 20TH STREET SUITE 1203
NEW YORK
,
NY
10011
NONE
EXEMPT
GENERAL PURPOSE
10,000
BIPARTISAN POLICY CENTER
1225 EYE STREET NW SUITE 1000
WASHINGTON
,
DC
20005
NONE
EXEMPT
CLEAN ENERGY AND CLIMATE PROGRAM
550,000
CENTER ON BUDGET AND POLICY PRIORIT
820 FIRST STREET NE SUITE 510
WASHINGTON
,
DC
20002
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
,
VA
22201
NONE
EXEMPT
MIT NUCLEAR LITERACY COURSE - $40,000CLIMATE INNOVATION 2050 - $500,000
540,000
CLEAN AIR TASK FORCE
114 STATE STREET 6TH FLOOR
BOSTON
,
MA
02109
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
,
MA
02110
NONE
EXEMPT
GENERAL PURPOSE - $10,000 & $1,500HEALTHCARE COVERAGE PROJECT - $750,000
761,500
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVE SUITE 500
ARLINGTON
,
VA
22202
NONE
EXEMPT
RETETI ELEPHANT SANCTUARY
10,000
CONSTITUTIONAL ACCOUNTABILITY CENTE
1200 18TH STREET NW SUITE 501
WASHINGTON
,
DC
20036
NONE
EXEMPT
GENERAL PURPOSE
600,000
DENNIS P MCHUGH PIERMONT PUBLIC LIB
25 FLYWHEEL PARK WEST
PIERMONT
,
NY
10968
NONE
EXEMPT
GENERAL PURPOSE
10,000
ENERGY INNOVATION REFORM PROJECT
3100 CLARENDON BOULEVARD SUITE 200
ARLINGTON
,
VA
22201
NONE
EXEMPT
GENERAL PURPOSE
500,000
HUMANE RESCUE ALLIANCE
PO BOX 96312
WASHINGTON
,
DC
20090
NONE
EXEMPT
GENERAL PURPOSE
5,000
INFORMATION TECH AND INNOVATION FDN
1101 K STREET NW SUITE 610
WASHINGTON
,
DC
20005
NONE
EXEMPT
CLEAN ENERGY INNOVATION POLICY PROJECT
505,921
INTERIM HOUSE INC
333 WEST UPSAL STREET
PHILADELPHIA
,
PA
19119
NONE
EXEMPT
GENERAL PURPOSE
1,500
KEEP ROCKLAND BEAUTIFUL
120-126 NORTH MAIN STREET
NEW CITY
,
NY
10956
NONE
EXEMPT
GENERAL PURPOSE
2,000
LEGAL AID SOCIETY OF DC
1331 H STREET NW
WASHINGTON
,
DC
20005
NONE
EXEMPT
GENERAL PURPOSE
25,000
MAZON A JEWISH RESPONSE TO HUNGER
10850 WILSHIRE BLVD SUITE 400
LOS ANGELES
,
CA
90024
NONE
EXEMPT
GENERAL PURPOSE
10,000
NATIONAL IMMIGRATION LAW CENTER
3450 WILSHIRE BLVD 108-62
LOS ANGELES
,
CA
90010
NONE
EXEMPT
GENERAL PURPOSE
600,000
NATIONAL WOMEN'S LAW CENTER
11 DUPONT CIRCLE NW 800
WASHINGTON
,
DC
20036
NONE
EXEMPT
REPRODUCTIVE RIGHTS AND HEALTH PROGRAM
500,000
NEO PHILANTHROPY
45 W 36TH STREET 6TH FLOOR
NEW YORK
,
NY
10018
NONE
EXEMPT
STATE INFRASTRUCTURE FUND - $1,500,000FOUR FREEDOMS FUND - $525,000
2,025,000
NEW YORK UNIVERSITY
70 WASHINGTON SQUARE SOUTH
NEW YORK
,
NY
10012
NONE
EXEMPT
INSTITUTE FOR POLICY INTEGRITY
700,000
NEXT FOR AUTISM
1430 BROADWAY 8TH FLOOR
NEW YORK
,
NY
10018
NONE
EXEMPT
GENERAL PURPOSE
15,000
NORTH BROOKLYN ANGELS
42 WEST ST 202
BROOKLYN
,
NY
11222
NONE
EXEMPT
GENERAL PURPOSE
5,000
NYACK HOSPITAL FOUNDATION
160 N MIDLAND AVE
NYACK
,
NY
10960
NONE
EXEMPT
GENERAL PURPOSE
20,000
PENGUIN PLAYERS LTD
7 CRICKETOWN RD
STONY POINT
,
NY
10980
NONE
EXEMPT
GENERAL PURPOSE
5,000
PROJECT ON GOVERNMENT OVERSIGHT
1100 G STREET NW SUITE 500
H
,
NY
10023
NONE
EXEMPT
GENERAL PURPOSE
600,000
RESOURCES LEGACY FUND
555 CAPITOL MALL SUITE 1095
SACRAMENTO
,
CA
95814
NONE
EXEMPT
LITIGATION CLEARINGHOUSE
320,000
SAFE PASSAGE PROJECT CORPORATION
185 WEST BROADWAY
NEW YORK
,
NY
10013
NONE
EXEMPT
GENERAL PURPOSE
75,000
THE BREAKTHROUGH INSTITUTE
436 14TH STREET SUITE 820
OAKLAND
,
CA
94612
NONE
EXEMPT
GENERAL PURPOSE - $500,000FOOD & FARMING PROGRAM - $400,000
900,000
THE LEADERSHIP CONFERENCE EDUCATION
1620 L STREET NW SUITE 1100
WASHINGTON
,
DC
20036
NONE
EXEMPT
GENERAL PURPOSE
825,000
THE LUNCHBOX FUND
PO BOX 10
NEW YORK
,
NY
10276
NONE
EXEMPT
GENERAL PURPOSE
10,000
PROTECT DEMOCRACY PROJECT
2020 PENNSYLVANIA AVE NW
WASHINGTON
,
DC
20006
NONE
EXEMPT
GENERAL PURPOSE
500,000
THE RICHARDSON CTR FOR GLOBAL ENGAG
216 WASHINGTON AVE SUITES 1 2
SANTA FE
,
NM
87501
NONE
EXEMPT
GENERAL PURPOSE
25,000
THICH NHAT HAHN FOUNDATION
2499 MELRU LANE
ESCONDIDO
,
CA
92026
NONE
EXEMPT
GENERAL PURPOSE
10,000
THIRD WAY INSTITUTE
1025 CONNECTICUT AVE NW SUITE 400
WASHINGTON
,
DC
20036
NONE
EXEMPT
CLEAN ENERGY INNOVATION CAMPAIGN
865,000
TZEDEK DC
4340 CONNECTICUT AVE NW
WASHINGTON
,
DC
20008
NONE
EXEMPT
GENERAL PURPOSE
9,000
WHEDCO
50 EAST 168TH STREET
BRONX
,
NY
10452
NONE
EXEMPT
GENERAL PURPOSE
3,750
WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800
WASHINGTON
,
DC
20002
NONE
EXEMPT
GENERAL PURPOSE - $12,500CLEAN ENERGY TRANSITION - $300,000
312,500
ACTIVATE GLOBAL INC
2150 Shattuck Avenue 300
Berkeley
,
CA
94704
NONE
EXEMPT
GENERAL PURPOSE
300,000
BLACK GIRLS CODE INC
PO Box 640926
San Francisco
,
CA
94164
NONE
EXEMPT
GENERAL PURPOSE
600
BROOKLYN ACADEMY OF MUSIC INC
30 Lafayette Ave
Brooklyn
,
NY
11217
NONE
EXEMPT
GENERAL PURPOSE
5,000
CAIR COALITION
1612 K Street NW
Washington
,
DC
20006
NONE
EXEMPT
GENERAL PURPOSE
10,000
CENTER FOR LAW SOCIAL POLICY
1200 18th St NW
Washington
,
DC
20036
NONE
EXEMPT
PROTECTING IMMIGRANT FAMILIES CAMPAIGN
700,000
CHURCHES UNITED FOR FAIR HOUSING IN
7 Marcus Garvey Blvd
Brooklyn
,
NY
11206
NONE
EXEMPT
GENERAL PURPOSE
5,000
COLUMBIA UNIVERSITY
116th St Broadway
New York
,
NY
10027
NONE
EXEMPT
LAMONT - DOHERTY'S HUDSON RIVER FIELD STATION
40,000
COMMITTEE TO PROTECT JOURNALISTS IN
330 7th Ave 11
New York
,
NY
10001
NONE
EXEMPT
GENERAL PURPOSE
25,000
ENVIRONMENTAL DEFENSE FUND
257 Park Ave S
New York
,
NY
10010
NONE
EXEMPT
INNOVATION PROJECT
500,000
GALAPAGOS CONSERVANCY
11150 Fairfax Blvd 408
Fairfax
,
VA
22030
NONE
EXEMPT
GENERAL PURPOSE
5,000
GIFFORDS LAW CENTER TO PREVENT GUN
268 Bush Street 555
San Francisco
,
CA
94104
NONE
EXEMPT
GENERAL PURPOSE
15,000
IMMIGRANT LEGAL RESOURCE CENTER
1458 Howard St
San Francisco
,
CA
94103
NONE
EXEMPT
NEW AMERICANS CAMPAIGN
680,000
INTERNATIONAL ANTI-POACHING FOUNDAT
1655 N Fort Myer Drive 700
Arlington
,
VA
22209
NONE
EXEMPT
GENERAL PURPOSE
5,000
JDRF
26 Broadway 14th floor
New York
,
NY
10004
NONE
EXEMPT
GENERAL PURPOSE
250,000
KELLERMANN FOUNDATION
PO Box 832809
Richardson
,
TX
75083
NONE
EXEMPT
BWINDI COMMUNITY HOSPITAL - $50,000KISHANDA SCHOOL - $38,000
88,000
LEWA WILDLIFE CONSERVANCY USA
PO Box 4449
New York
,
NY
10163
NONE
EXEMPT
GENERAL PURPOSE
5,000
PANTHERA
8 W 40th St 18th Floor
New York
,
NY
10018
NONE
EXEMPT
GENERAL PURPOSE
5,000
REPORTERS COMMITTEE FOR FREEDOM OF
1156 15th St NW
Washington
,
DC
20005
NONE
EXEMPT
GENERAL PURPOSE
10,000
SIERRA CLUB FOUNDATION
2101 Webster St 1250
Oakland
,
CA
94612
NONE
EXEMPT
GENERAL PURPOSE
10,000
THE ARC FOUNDATION OF ROCKLAND INC
25 Hemlock Dr
Congers
,
NY
10920
NONE
EXEMPT
GENERAL PURPOSE
100,000
THE GERMAN MARSHALL FUND OF THE US
1744 R Street NW
Washington
,
DC
20009
NONE
EXEMPT
ALLIANCE FOR SECURING DEMOCRACY
450,000
THE HOPEWELL FUND
1201 Connecticut Avenue NW No 300
Washington
,
DC
20036
NONE
EXEMPT
CONSTITUTIONAL CONVENTION PROJECT
250,000
THE NATIONAL HEALTH LAW PROGRAM INC
1444 I St NW 1105
Washington
,
DC
20005
NONE
EXEMPT
HEATHCARE COVERAGE PROJECT
775,000
WILLIAMS J BRENNAN JR CNTR FOR JUST
120 Broadway 1750
New York
,
NY
10271
NONE
EXEMPT
SPITZER FELLOWS AND GENERAL PURPOSE
1,050,000
AMERICAN FLOOD COALITION
1501 M ST NW SUITE 430
WASHINGTON
,
DC
20005
NONE
EXEMPT
ADAPTATION WORKING GROUP
900,000
AMERICAN LEGION POST 0426 SHACAMECO
PO BOX 125
PINE PLAINS
,
NY
12567
NONE
EXEMPT
CAPITAL
7,000
ARC OF US
1825 K ST NW
WASHINGTON
,
DC
20006
NONE
EXEMPT
GENERAL PURPOSE
25,000
ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK RD 405B
PHOENIX
,
AZ
85016
NONE
EXEMPT
EITC POOLED FUND
750,000
BENNINGTON COLLEGE CORPORATION
1 COLLEGE DR
BENNINGTON
,
VT
05201
NONE
EXEMPT
THE BEYONDS PLASTICS PROJECT
75,000
BROOKLYN HOSPITAL FOUNDATION INC
121 DEKALB AVENUE
BROOKLYN
,
NY
11201
NONE
EXEMPT
GENERAL PURPOSE
6,000
CAMBA INC
1720 CHURCH AVENUE
CAMBA INC
,
NY
11226
NONE
EXEMPT
GENERAL PURPOSE
5,000
CAMPAIGN LEGAL CENTER INC
1101 14TH ST NW 400
WASHINGTON
,
DC
20005
NONE
EXEMPT
GENERAL PURPOSE
450,000
CARBON 180
1111 BROADWAY FLOOR 3
OAKLAND
,
CA
94607
NONE
EXEMPT
GENERAL PURPOSE
300,000
CENTER FOR ECONOMIC AND POLICY RESE
1611 CONNECTICUT AVE NW 400
WASHINGTON
,
DC
20009
NONE
EXEMPT
HEALTH SYSTEMS PROJECT
150,000
CENTER FOR ELECTION INNOVATION RESE
1120 CONNECTICUT AVE NW STE 1040
WASHINGTON
,
DC
20036
NONE
EXEMPT
GENERAL PURPOSE
300,000
CENTER FOR POPULAR DEMOCRACY
449 TROUTMAN ST
BROOKLYN
,
NY
11237
NONE
EXEMPT
FAMILY ECONOMIC SECURITY
450,000
CHALLENGED ATHLETES FOUNDATION
9591 WAPLES ST
SAN DIEGO
,
CA
92121
NONE
EXEMPT
GENERAL PURPOSE
15,250
CLIMATEWORKS FOUNDATION
235 MONTGOMERY ST 1300
SAN FRANCISCO
,
CA
94104
NONE
EXEMPT
CARBON DIOXIDE REMOVAL FUND
1,000,000
DC ABORTION FUND
PO BOX 65061
WASHINGTON
,
DC
20035
NONE
EXEMPT
GENERAL PURPOSE
5,000
DEMOS
80 BROAD ST
NEW YORK
,
NY
10004
NONE
EXEMPT
FREEDOM TO VOTE PROJECT
400,000
ECONOMIC POLICY INSTITUTE
1225 I ST NW 600
WASHINGTON
,
DC
20005
NONE
EXEMPT
GENERAL PURPOSE - $500,000STATE & LOCAL ENFORCEMENT PROJECT - $150,000
650,000
EDUCATION BRIDGE INC
2043 SOUTH BEND AVENUE 278
SOUTH BEND
,
IN
46637
NONE
EXEMPT
GENERAL PURPOSE
1,200
ELEPHANT COOPERATION
110 E AVENIDA PALIZADA 301
SAN CLEMENTE
,
CA
92672
NONE
EXEMPT
COMACO
5,000
GEORGETOWN LAW
600 NEW JERSEY AVE NW
WASHINGTON
,
DC
20001
NONE
EXEMPT
GENERAL PURPOSE
10,000
INSTITUTE FOR NONPROFIT NEWS
714 W OLYMPIC BLVD 929
LOS ANGELES
,
CA
90015
NONE
EXEMPT
GENERAL PURPOSE
300,000
KEYSTONE RESEARCH CENTER
412 N 3RD ST
HARRISBURG
,
PA
17101
NONE
EXEMPT
PA BUDGET & POLICY CENTER WE THE PEOPLE PROJECT
275,000
KIPP NEW YORK INC
1501 BROADWAY 10TH FL SUITE 1000
NEW YORK
,
NY
10036
NONE
EXEMPT
FOOTBALL PROGRAM
12,500
KNIGHT FIRST AMENDMENT INST AT COLU
475 RIVERSIDE DRIVE SUITE 302
NEW YORK
,
NY
10115
NONE
EXEMPT
GENERAL PURPOSE
500,000
LAWYERS ALLIANCE FOR NEW YORK
171 MADISON AVE
NEW YORK
,
NY
10016
NONE
EXEMPT
GENERAL PURPOSE
10,000
LEAGUE OF WOMEN VOTERS EDUCATION FU
4 W 43RD ST 615
NEW YORK
,
NY
10036
NONE
EXEMPT
GENERAL PURPOSE
300,000
LEGAL AID CHICAGO
120 S LASALLE ST STE 900
CHICAGO
,
IL
60603
NONE
EXEMPT
GENERAL PURPOSE
20,000
MARIST COLLEGE
3399 NORTH RD
POUGHKEEPSIE
,
NY
12601
NONE
EXEMPT
GENERAL PURPOSE
10,000
MICHIGAN LEAGUE FOR PUBLIC POLICY
1223 TURNER RD G1
LANSING
,
MI
48906
NONE
EXEMPT
ECONOMIC JUSTICE PROJECT
250,000
NATIONAL CONFERENCE ON CITIZENSHIP
1920 L STREET NW SUITE 450
WASHINGTON
,
DC
20036
NONE
EXEMPT
CENSUS QUALITY REINFORCEMENT TASK FORCE
400,000
NATIONAL JEWISH HEALTH
10 E 102ND ST
NEW YORK
,
NY
10029
NONE
EXEMPT
GENERAL PURPOSE
10,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300
WASHINGTON
,
DC
20036
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
,
NY
11249
NONE
EXEMPT
GENERAL PURPOSE
1,000
PARENTCHILD
163B MINEOLA BOULEVARD
MINEOLA
,
NY
11501
NONE
EXEMPT
GENERAL PURPOSE
1,000
PRIME COALITION
625 MASSACHUSETTS AVENUE 2ND FLOOR
CAMBRIDGE
,
MA
02139
NONE
EXEMPT
PRIME IMPACT FUND
1,000,000
PRINCETON REACH OUT 56-81-06 INC
12 STOCKTON ST
PRINCETON
,
NJ
08540
NONE
EXEMPT
GENERAL PURPOSE
15,000
PS 132 PTA
320 MANHATTAN AVE
BROOKLYN
,
NY
11211
NONE
EXEMPT
GENERAL PURPOSE
1,000
RAICES
1305 N FLORES STREET
SAN ANTONIO
,
TX
78212
NONE
EXEMPT
GENERAL PURPOSE
25,600
SHELDRICK WILDLIFE TRUST USA
PO BOX 15555
MBAGATHI
,
NAIROBI
00503
KE
NONE
EXEMPT
GENERAL PURPOSE
10,000
SOUTHERN COALITION FOR SOCIAL JUSTI
1415 W NORTH CAROLINA 54 SUITE 101
DURHAM
,
NC
27707
NONE
EXEMPT
REDISTRICTING PROGRAM
400,000
SPECIAL OLYMPICS INC
211 E 43RD ST 802
NEW YORK
,
NY
10017
NONE
EXEMPT
GENERAL PURPOSE
10,000
SUNRISE ASSOCIATION
11 NEIL CT
OCEANSIDE
,
NY
11572
NONE
EXEMPT
GENERAL PURPOSE
20,000
THE COMMONWEALTH INST FOR FISCAL AN
1329 E CARY ST 200
RICHMOND
,
VA
23219
NONE
EXEMPT
GENERAL PURPOSE
275,000
THE CORAL REEF ALLIANCE
37 PLEASANT ST
CAMBRIDGE
,
MA
02139
NONE
EXEMPT
GENERAL PURPOSE
5,000
THE ENERGY GROWTH HUB INC
1015 15TH STREET NW 6TH FLOOR
WASHINGTON
,
DC
20005
NONE
EXEMPT
GENERAL PURPOSE
725,000
THE MIAMI FOUNDATION
40 NW 3RD ST 305
MIAMI
,
FL
33128
NONE
EXEMPT
NEWSMATCH
500,000
TOMCHE SHABBOS OF ROCKLAND COUNTY
78 COLLEGE RD
MONSEY
,
NY
10952
NONE
EXEMPT
GENERAL PURPOSE
90,000
TRUSTEES OF COLUMBIA UNIVERSITY IN
535 W 116TH ST
NEW YORK
,
NY
10027
NONE
EXEMPT
NUCLEAR & CARBON MANAGEMENT
800,000
URBAN INSTITUTE
650 HOLLYWOOD AVE
BRONX
,
NY
10465
NONE
EXEMPT
HEALTH CARE REFORM AND SAFETY NET POLICY
500,000
VOTER REGISTRATION PROJECT
1725 DESALES ST NW STE 650
WASHINGTON
,
DC
20036
NONE
EXEMPT
GENERAL PURPOSE
1,000,000
WASHINGTON LAWYER'S COMMITTEE FOR C
700 14TH ST NW SUITE 400
WASHINGTON
,
DC
20005
NONE
EXEMPT
BOOST WAGES IN THE NEW ECONOMY
700,000
WORLD CENTRAL KITCHEN INC
1342 FLORIDA AVE NW
WASHINGTON
,
DC
20009
NONE
EXEMPT
GENERAL PURPOSE
25,000
Total
.................................
3a
39,856,860
b
Approved for future payment
Total
.................................
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.)
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
...........
14
3,149,811
4
Dividends and interest from securities
....
14
3,335,585
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
531120
75,131
16
178,148
b
Not 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:
a
NET 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
13
Total.
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.
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?
...........
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
19009920
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description