Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
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$674,379,150J 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 2,209,261 2,209,261  
4 Dividends and interest from securities... 4,793,966 4,793,966  
5a Gross rents............ 11,130,656 10,203,888  
b Net rental income or (loss) -165,056
6a Net gain or (loss) from sale of assets not on line 10 -346,425
b Gross sales price for all assets on line 6a 371,573
7 Capital gain net income (from Part IV, line 2)...  
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)....... -221,772 -569,264  
12 Total. Add lines 1 through 11........ 17,565,686 16,637,851  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 872,360     872,360
14 Other employee salaries and wages...... 465,064     465,064
15 Pension plans, employee benefits....... 115,471     115,471
16a Legal fees (attach schedule)......... 215,919 215,919    
b Accounting fees (attach schedule)....... 88,000 88,000    
c Other professional fees (attach schedule).... 27,200     27,200
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 128,355      
19 Depreciation (attach schedule) and depletion... 4,383,926 4,136,887  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 7,228,171 6,911,786   316,385
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,524,466 11,352,592   1,796,480
25 Contributions, gifts, grants paid....... 42,366,409 42,366,409
26 Total expenses and disbursements. Add lines 24 and 25 55,890,875 11,352,592   44,162,889
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -38,325,189
b Net investment income (if negative, enter -0-) 5,285,259
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 14,188,758 3,670,777 3,670,777
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.......... 1,099,951 802,748 802,748
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).......... 523,141,387 495,987,915 614,662,955
14 Land, buildings, and equipment: basis bullet54,766,323
Less: accumulated depreciation (attach schedule) bullet11,766,504 44,980,793 42,999,819 54,766,323
15 Other assets (describe bullet) 770,083 476,347 476,347
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 584,180,972 543,937,606 674,379,150
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)......   5,000,000
22 Other liabilities (describe bullet) 1,553,775 1,446,282
23 Total liabilities (add lines 17 through 22)......... 1,553,775 6,446,282
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 582,627,197 537,491,324
29 Total net assets or fund balances (see instructions)..... 582,627,197 537,491,324
30 Total liabilities and net assets/fund balances (see instructions). 584,180,972 543,937,606
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
582,627,197
2
Enter amount from Part I, line 27a .....................
2
-38,325,189
3
Other increases not included in line 2 (itemize) bullet
3
598,398
4
Add lines 1, 2, and 3 ..........................
4
544,900,406
5
Decreases not included in line 2 (itemize) bullet
5
7,409,082
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
537,491,324
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a K-1 PASSTHRU NET S/T GAIN (GEMS) P   2020-12-31
b K-1 PASSTHRU NET S/T LOSS (MTNLKPTRS) P   2020-12-31
c K-1 PASSTHRU NET L/T GAIN (GEMS) P   2020-12-31
d K-1 PASSTHRU NET L/T GAIN (MTNLKRE) P   2020-12-31
e K-1 PASSTHRU SECTION 1231 GAIN P   2020-12-31
K-1 PASSTHRU L/T C/G DISTRIBUTION P   2020-12-31
SALE OF RIGHTS P   2020-12-31
K-1 PASSTHRU NET L/T GAIN (MTN LK PTRS) P   2020-12-31
(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 35,989     35,989
b     598,880 -598,880
c 4,258     4,258
d 50     -50
e 47,105     47,105
8,203     8,203
119,118   119,118  
149,996     149,996
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       35,989
b       -598,880
c       4,258
d       -50
e       47,105
      8,203
       
      149,996
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 -353,379
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 -353,379
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 73,465
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 73,465
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 73,465
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 542,167
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.............. 7 542,167
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 10 468,702
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet468,702 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    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 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    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 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    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
    35.00     		636,058 29,367  
    555 MADISON AVE 18TH FL
    NEW YORK,NY100223300
    DANA C YOU COO
    35.00     		187,977 18,958  
    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
    GABRIA L FISCHER-SHAY EE
    35.00     		79,514 8,026  
    555 MADISON AVENUE 18TH FLOOR
    NEW YORK,NY100223300
    JANE A FLAGEL EE
    35.00     		25,456    
    555 MADISON AVENUE 18TH FLOOR
    NEW YORK,NY100223300
    SARAH E FRENCH EE
    35.00     		108,637 10,905  
    555 MADISON AVENUE 18TH FLOOR
    NEW YORK,NY100223300
    JEAN M ROSS EE
    35.00     		182,207 18,346  
    555 MADISON AVENUE 18TH FLOOR
    NEW YORK,NY100223300
    BRIAN MUKHAYA EE
    35.00     		69,250 6,625  
    555 MADISON AVENUE 18TH FLOOR
    NEW YORK,NY100223300
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MINTZ LEVIN COHN FERRIS GLOVSKY & POPEO PC LEGAL 192,360
    666 THIRD AVENUE
    NEW YORK,NY10017
    FREEDMAN CONSULTING LLC CONSULTING 10,000
    1818 N STREET NW SUITE 450
    WASHINGTON,DC20036
    LAWYERS ALLIANCE FOR NEW YORK LEGAL 9,000
    171 MADISON AVENUE 9TH FL
    NEW YORK,NY10016
    PATTERSON BELKNAP WEBB & TYLER LLP LEGAL 2,634
    1133 AVENUE OF THE AMERICAS
    NEW YORK,NY10036
    LEON D ALPERN & CO ACCOUNTING 88,000
    100 CROSSWAYS PK DR WEST 401
    WOODBURY,NY11797
    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 (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    508,942,109
    b
    Average of monthly cash balances.......................
    1b
    8,929,769
    c
    Fair market value of all other assets (see instructions)................
    1c
    145,903,835
    d
    Total (add lines 1a, b, and c).........................
    1d
    663,775,713
    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
    653,575,713
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,803,636
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    643,772,077
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    32,188,604
    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
    32,188,604
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    73,465
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    73,465
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    32,115,139
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    32,115,139
    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
    32,115,139
    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
    44,162,889
    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
    44,162,889
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    44,162,889
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 32,115,139
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 17,440,407
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 44,162,889
    a Applied to 2019, but not more than line 2a 17,440,407
    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 2020 distributable amount..... 26,722,482
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		5,392,657
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    EQUAL JUSTICE WORKS
    1730 M ST NW
    WASHINGTON,DC20036     		NONE EXEMPT GENERAL PURPOSE 10,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVENUE
    NEW YORK,NY10028     		NONE EXEMPT REAL ESTATE COUNCIL FUND - $10,000GENERAL PURPOSE - $10,000 20,000
    MUSEUM OF JEWISH HERITAGE
    EJ SAFRA PLZ 36 BATTERY PLACE
    NEW YORK,NY10280     		NONE EXEMPT FOR THE AUSCHWITZ EXHIBITION 250,000
    PUBLIC CITIZEN FOUNDATION
    1600 20TH STREET NW
    WASHINGTON,DC20009     		NONE EXEMPT GOVERNMENT ACCOUNTABILITY AND REFORM 500,000
    THE CITY COLLEGE 21ST CENTURY FOUND
    160 CONVENT AVENUE
    NEW YORK,NY10031     		NONE EXEMPT ANNE AND BERNARD SPITZER SCHOOL OF ARCHITECTURE 2,000,000
    SCENIC HUDSON
    ONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601     		NONE EXEMPT GENERAL PURPOSE 25,000
    GRAND STREET SETTLEMENT
    80 PITT ST ATTN DEVELOPMENT DEPT
    NEW YORK,NY10002     		NONE EXEMPT SECOND CENTURY CAPITAL CAMPAIGN 200,000
    THE PUBLIC THEATER
    425 LAFAYETTE STREET
    NEW YORK,NY10003     		NONE EXEMPT TO SUPPORT FREE PROGRAMMING 100,000
    PASSTHRU CONTRIBUTIONS FROM K-1
    730 FIFTH AVE 2202
    NEW YORK,NY10019     		NONE EXEMPT GENERAL PURPOSE 28,609
    CAMP GOOD GRIEF OF STATEN ISLAND
    1855 VICTORY BLVD
    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
    US-AFRICA CHILDREN'S FELLOWSHIP
    475 14TH STREET
    BROOKLYN,NY11215     		NONE EXEMPT GENERAL PURPOSE 15,000
    UNITED HOSPITAL FUND
    1411 BROADWAY
    NEW YORK,NY10118     		NONE EXEMPT GENERAL PURPOSE 2,500
    UNION SETTLEMENT ASSOCIATION
    237 EAST 104TH ST
    NEW YORK,NY10029     		NONE EXEMPT GENERAL PURPOSE 100,000
    YESHIVA KTANA OF PASSAIC
    1 MAIN AVENUE
    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 792325
    NEW ORLEANS,LA70179     		NONE EXEMPT GENERAL PURPOSE 250,000
    BREAD FOR THE CITY
    1525 SEVENTH STREET NW
    WASHINGTON,DC20001     		NONE EXEMPT GENERAL PURPOSE 25,000
    DOCTORS WITHOUT BORDERS USA
    40 RECTOR STREET
    NEW YORK,NY10006     		NONE EXEMPT GENERAL PURPOSE 10,000
    EARTHJUSTICE
    50 CALIFORNIA ST SUITE 500
    SAN FRANCISCO,CA94111     		NONE EXEMPT FARMING FOR THE FUTURE 600,000
    EARTHWATCH INSTITUTE
    1380 SOLDIERS FIELD RD STE 2700
    BOSTON,MA02135     		NONE EXEMPT EMERGENCY EARTHWATCH FUND 10,000
    FOOD BANK OF THE HUDSON VALLEY
    965 ALBANY-SHAKER ROAD
    LATHAM,NY12110     		NONE EXEMPT GENERAL PURPOSE 20,000
    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 GENERAL PURPOSE 25,000
    MEALS ON WHEELS ROCKLAND
    121 W NYACK RD
    NANUET,NY10954     		NONE EXEMPT GENERAL PURPOSE 20,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 3RD AVE
    NEW YORK,NY10017     		NONE EXEMPT FOR THE NYC - SOUTHERN NEW YORK CHAPTER 10,000
    NYC POLICE FOUNDATION
    555 5TH AVE
    NEW YORK,NY10017     		NONE EXEMPT GENERAL PURPOSE 25,000
    THE AMERICAN FDN FOR SUICIDE PREVEN
    199 WATER STREET 11TH FLOOR
    NEWYORK,NY10038     		NONE EXEMPT GENERAL PURPOSE 10,000
    UNITED HOSPICE INC
    11 STOKUM LN
    NEW CITY,NY10956     		NONE EXEMPT GENERAL PURPOSE 15,000
    VIOLENCE POLICY CENTER
    1025 CONNECTICUT AVE NE
    WASHINGTON,DC20036     		NONE EXEMPT GENERAL PURPOSE 20,000
    VOLUNTEERS OF LEGAL SERVICE
    40 WORTH ST 820
    NEW YORK,NY10013     		NONE EXEMPT GENERAL PURPOSE 5,000
    WASHINGTON LEGAL CLINIC FOR THE HOM
    1200 U ST NW 3
    WASHINGTON,DC20009     		NONE EXEMPT GENERAL PURPOSE 400,000
    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 18,700
    AIDS WALK RUN BOSTON
    175 AMORY STREET
    BOSTON,MA02119     		NONE EXEMPT GENERAL PURPOSE 15,000
    BROOKLYN GREENWAY INITIATIVE
    153 COLUMBIA ST
    BROOKLYN,NY11231     		NONE EXEMPT BROOKLYN GREENWAY USER STUDY 5,000
    CHAI LIFELINE
    151 WEST 30TH STREET
    NEW YORK,NY10001     		NONE EXEMPT GENERAL PURPOSE 36,000
    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 GENERAL PURPOSE 500,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		NONE EXEMPT GENERAL PURPOSE 26,000
    MARTHA'S TABLE
    2375 EVANS RD SE
    WASHINGTON,DC20020     		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
    PROTEUS FUND
    15 RESEARCH DRIVE SUITE B
    AMHERST,MA01002     		NONE EXEMPT PIPER FUND 400,000
    REEF ENVIROMENTAL EDUCATION FOUNDAT
    PO BOX 370246
    KEY LARGO,FL33037     		NONE EXEMPT GENERAL PURPOSE 5,000
    RHINO CONSERVATION BOTSWANA TRUST U
    6753 HIWASSEE RUN
    AIKEN,SC29803     		NONE EXEMPT GENERAL PURPOSE 50,000
    THE MICHAEL J FOX FDN FOR PARKINSON
    PO BOX 5014
    HAGERSTOWN,MD21741     		NONE EXEMPT GENERAL PURPOSE 200,000
    THE OCEAN FOUNDATION
    1320 19TH STREET NW 5TH FL
    WASHINGTON,DC20036     		NONE EXEMPT GENERAL PURPOSE 5,000
    THE REFORM TEMPLE OF ROCKLAND
    330 N HIGHLAND AVENUE
    UPPER NYACK,NY10960     		NONE EXEMPT GENERAL PURPOSE 10,000
    THE REGENT OF THE UNIV OF CALIFORNI
    9500 GILMAN DR
    LA JOLLA,CA92093     		NONE EXEMPT SPINAL CORD INJURY RESEARCH PROGRAM 233,000
    WARRIOR-SCHOLAR PROJECT
    1012 14TH STREET NW
    WASHINGTON,DC20005     		NONE EXEMPT GENERAL PURPOSE 5,000
    WASH LAWY CMTE FOR CIVIL RTS URB AF
    11 DUPONT CIRCLE
    WASHINGTON,DC20036     		NONE EXEMPT GENERAL PURPOSE 25,000
    THE AMERICAN CONSTITUTION SOCIETY
    1899 L STREET NW 2ND FLOOR
    WASHINGTON,DC20036     		NONE EXEMPT GENERAL PURPOSE 500,000
    AMERICAN INSTITUTE FOR STUTTERING
    27 WEST 20TH STREET SUITE 1203
    NEW YORK,NY10011     		NONE EXEMPT GENERAL PURPOSE 5,000
    BIPARTISAN POLICY CENTER
    1225 EYE STREET NW SUITE 1000
    WASHINGTON,DC20005     		NONE EXEMPT DECARBONIZATION, CLEAN INFRASTRUCTURE AND ENVIRONMENTAL EQUITY PROJECT - $625,000.00MODELING PROJECT - $250,000.00 875,000
    CENTER ON BUDGET AND POLICY PRIORIT
    1275 FIRST ST NE
    WASHINGTON,DC20002     		NONE EXEMPT GENERAL PURPOSE AND STATE PRIORITIES PARTNERSHIP 1,500,000
    CENTER FOR CLIMATE AND ENERGY SOLUT
    3100 CLARENDON BLVD
    ARLINGTON,VA22201     		NONE EXEMPT CLIMATE INNOVATION 2050 500,000
    CITIZENS FOR RESPONS AND ETHICS IN
    1101 K STREET NW
    WASHINGTON,DC20005     		NONE EXEMPT GENERAL PURPOSE 500,000
    CLEAN AIR TASK FORCE
    114 STATE STREET 6TH FLOOR
    BOSTON,MA02109     		NONE EXEMPT STATE CES WORK AND GENERAL PURPOSE 1,000,000
    COMMUNITY CATALYST
    ONE FEDERAL STREET 5TH FLOOR
    BOSTON,MA02110     		NONE EXEMPT COVERAGE SAFETY NET PROJECT 800,000
    CONSERVATION INTERNATIONAL
    2011 CRYSTAL DRIVE SUITE 500
    ARLINGTON,VA22202     		NONE EXEMPT RESCUE (RETETI ELEPHANT SANCTUARY COMMUNITY UNITED FOR ELEPHANTS) 10,000
    CONSTITUTIONAL ACCOUNTABILITY CENTE
    1200 18TH STREET NW SUITE 501
    WASHINGTON,DC20036     		NONE EXEMPT GENERAL PURPOSE 800,000
    DENNIS P MCHUGH PIERMONT PUBLIC LIB
    25 FLYWHEEL PARK WEST
    PIERMONT,NY10968     		NONE EXEMPT GENERAL PURPOSE 10,000
    ENERGY INNOVATION REFORM PROJECT
    2433 N KENMORE ST
    ARLINGTON,VA22207     		NONE EXEMPT GENERAL PURPOSE 500,000
    ENERGY OPTIONS NETWORK
    120 LAKE VIEW AVE
    CAMBRIDGE,MA02138     		NONE EXEMPT GENERAL PURPOSE 500,000
    GREAT PLAINS INST FOR SUSTAINABLE D
    2801 21ST AVE S SUITE 220
    MINNEAPOLIS,MN55407     		NONE EXEMPT GENERAL PURPOSE 600,000
    HUMANE RESCUE ALLIANCE
    71 OGLETHORPE ST NW
    WASHINGTON,DC20011     		NONE EXEMPT GENERAL PURPOSE 5,000
    INFORMATION TECH AND INNOVATION FDN
    700 K STREET NW
    WASHINGTON,DC20001     		NONE EXEMPT CLEAN ENERGY INNOVATION POLICY PROJECT 450,000
    INTERIM HOUSE INC
    333 WEST UPSAL STREET
    PHILADELPHIA,PA19119     		NONE EXEMPT GENERAL PURPOSE 2,000
    KEEP ROCKLAND BEAUTIFUL
    120-126 NORTH MAIN STREET
    NEW CITY,NY10956     		NONE EXEMPT GENERAL PURPOSE 2,500
    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 20,000
    NATIONAL IMMIGRATION LAW CENTER
    3435 WILSHIRE BLVD STE 1600
    LOS ANGELES,CA90010     		NONE EXEMPT GENERAL PURPOSE 601,000
    NATIONAL SECURITY ARCHIVE FUND
    2130 H STREET NW
    WASHINGTON,DC20037     		NONE EXEMPT GENERAL PURPOSE 300,000
    NEO PHILANTHROPY
    45 W 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		NONE EXEMPT FOUR FREEDOMS FUND - $625,000STATE INFRASTRUCTURE FUND VOTER VERIFICATION PROCESS - $350,000STATE INFRASTRUCTURE FUND - $1,500,000 2,475,000
    NEW YORK UNIVERSITY
    22 WASHINGTON SQUARE NORTH
    NEW YORK,NY10011     		NONE EXEMPT CENTER ON TAX LAW AND POLICY 300,000
    NEXT FOR AUTISM
    3 EAST 54TH ST 5TH FLOOR
    NEW YORK,NY10022     		NONE EXEMPT GENERAL PURPOSE 25,000
    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 10,000
    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 250,000
    THE BREAKTHROUGH INSTITUTE
    436 14TH STREET SUITE 820
    OAKLAND,CA94612     		NONE EXEMPT FOOD & FARMING PROGRAM - $400,000GENERAL PURPOSE - $500,000 900,000
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER STREET
    NEW YORK,NY10038     		NONE EXEMPT US PROGRAM 450,000
    THE LEADERSHIP CONFERENCE EDUCATION
    1620 L STREET NW SUITE 1100
    WASHINGTON,DC20036     		NONE EXEMPT GENERAL PURPOSE 800,000
    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 HANH FOUNDATION
    2499 MELRU LANE
    ESCONDIDO,CA92026     		NONE EXEMPT GENERAL PURPOSE 15,000
    THIRD WAY INSTITUTE
    1025 CONNECTICUT AVE NW SUITE 400
    WASHINGTON,DC20036     		NONE EXEMPT CLIMATE AND CLEAN ENERGY INNOVATION CAMPAIGN 500,000
    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 3,000
    WORLD RESOURCES INSTITUTE
    10 G STREET NE SUITE 800
    WASHINGTON,DC20002     		NONE EXEMPT DEEP DECARBONIZATION AND CARBON CAPTURE PROJECT 500,000
    ACTIVATE GLOBAL INC
    2150 Shattuck Avenue 300
    Berkeley,CA94704     		NONE EXEMPT GENERAL PURPOSE 300,000
    AMERICAN OVERSIGHT
    1030 15th St NW
    Washington,DC20005     		NONE EXEMPT GENERAL PURPOSE 400,000
    ARLINGTON FOOD ASSISTANCE CENTER
    PO BOX 6261
    Arlington,VA22206     		NONE EXEMPT GENERAL PURPOSE 1,000
    BROOKLYN ACADEMY OF MUSIC INC
    30 Lafayette Ave
    Brooklyn,NY11217     		NONE EXEMPT GENERAL PURPOSE 10,000
    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 IMMIGRATION, SAFETY NET AND PANDEMIC RESPONSE 700,000
    CHURCHES UNITED FOR FAIR HOUSING
    7 Marcus Garvey Blvd
    Brooklyn,NY11206     		NONE EXEMPT GENERAL PURPOSE 5,000
    COMMITTEE TO PROTECT JOURNALISTS
    330 7th Ave 11
    New York,NY10001     		NONE EXEMPT GENERAL PURPOSE 25,000
    ENVIRONMENTAL AND ENERGY STUDY INST
    1020 19th Street NW Suite 650
    Washington,DC20036     		NONE EXEMPT GENERAL PURPOSE 300,000
    ENVIRONMENTAL DEFENSE FUND
    257 Park Ave S
    New York,NY10010     		NONE EXEMPT INNOVATION PROJECT 500,000
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 Bush Street 555
    San Francisco,CA94104     		NONE EXEMPT GENERAL PURPOSE 15,000
    HUMAN RIGHTS FIRST
    75 Broad St 31st Floor
    New York,NY10004     		NONE EXEMPT GENERAL PURPOSE 10,000
    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 350,000
    KELLERMANN FOUNDATION
    PO Box 832809
    Richardson,TX75083     		NONE EXEMPT BWINDI COMMUNITY HOSPITAL - $50,000KISHANDA SCHOOL - $78,000 128,000
    LEWA WILDLIFE CONSERVANCY USA
    38 MILLER AVE 507
    MILL VALLEY,CA94941     		NONE EXEMPT GENERAL PURPOSE 5,000
    NUCLEAR INNOVATION ALLIANCE
    56 OLIVER DR
    BREWSYTER,MA02631     		NONE EXEMPT GENERAL PURPOSE 500,000
    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 150,000
    THE GERMAN MARSHALL FUND OF THE US
    1700 18TH ST NW
    Washington,DC20009     		NONE EXEMPT ALLIANCE FOR SECURING DEMOCRACY 500,000
    THE HOPEWELL FUND
    1201 Connecticut Avenue NW No 300
    Washington,DC20036     		NONE EXEMPT ARTICLE V PUBLIC EDUCATION CAMPAIGN 250,000
    THE NATIONAL HEALTH LAW PROGRAM INC
    3701 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE EXEMPT DEFENDING MEDICAID AND THE ACA PROJECT 775,000
    WILLIAMS J BRENNAN JR CNTR FOR JUST
    120 Broadway 1750
    New York,NY10271     		NONE EXEMPT FELLOWSHIP AND GENNERAL PURPOSE 1,050,000
    BROOKLYN HOSPITAL FOUNDATION INC
    121 DEKALB AVENUE
    BROOKLYN,NY11201     		NONE EXEMPT COVID-19 EMERGENCY RELIEF - $1,000.00COVID-19 FUND - $4,000.00 5,000
    CARBON 180
    1111 BROADWAY FLOOR 3
    OAKLAND,CA94607     		NONE EXEMPT GENERAL PURPOSE 300,000
    CENTER FOR POPULAR DEMOCRACY
    449 TROUTMAN ST
    BROOKLYN,NY11237     		NONE EXEMPT FAMILY ECONOMIC SECURITY 500,000
    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 DEMOCRACY REFORM PROJECT 500,000
    ECONOMIC POLICY INSTITUTE
    1225 I ST NW 600
    WASHINGTON,DC20005     		NONE EXEMPT GENERAL PURPOSE AND LABOR STANDARDS ENFORCEMENT PROJECT 675,000
    EDUCATION BRIDGE
    2043 SOUTH BEND AVENUE 278
    SOUTH BEND,IN46637     		NONE EXEMPT GENERAL PURPOSE 3,000
    ELEPHANT COOPERATION
    110 E AVENIDA PALIZADA 301
    SAN CLEMENTE,CA92672     		NONE EXEMPT COMMUNITY COMMERCE & SUSTAINABILITY - COMACO 5,000
    GEORGETOWN UNIVERSITY
    600 NEW JERSEY AVE NW
    WASHINGTON,DC20001     		NONE EXEMPT GEORGETOWN CENTER ON POVERTY AND INEQUALITY - $250,000GEORGETOWN LAW SCHOOL - $10,000 260,000
    INSTITUTE FOR NONPROFIT NEWS
    714 W OLYMPIC BLVD 929
    LOS ANGELES,CA90015     		NONE EXEMPT GENERAL PURPOSE 100,000
    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
    LEGAL AID CHICAGO
    120 S LASALLE ST STE 900
    CHICAGO,IL60603     		NONE EXEMPT GENERAL PURPOSE 20,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036     		NONE EXEMPT GET AMERICA COVERED - $200,000GROUNDWORK COLLABORATIVE - $650,000SAFE VOTING FUND - $550,000SAFETY NET DEFENSE FUND - $825,000SMALL BUSINESS FOR AMERICA'S FUTURE - $200,000TRUSTED ELECTIONS FUND - $500,000 2,925,000
    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 20,000
    SHELDRICK WILDLIFE TRUST USA
    252832 CABOT RD
    LAGUNA HILLS,NAIROBI00503
    KE     		NONE EXEMPT GENERAL PURPOSE 5,000
    SOUTHERN COALITION FOR SOCIAL JUSTI
    1415 W NORTH CAROLINA HWY54 STE 101
    DURHAM,NC27707     		NONE EXEMPT REDISTRICTING PROGRAM 400,000
    THE CORAL REEF ALLIANCE
    1330 BROADWAY
    OAKLAND,CA94612     		NONE EXEMPT GENERAL PURPOSE 5,000
    THE ENERGY GROWTH HUB
    1015 15TH STREET NW 6TH FLOOR
    WASHINGTON,DC20005     		NONE EXEMPT GENERAL PURPOSE 275,000
    TOMCHE SHABBOS OF ROCKLAND COUNTY
    1276 50TH ST
    BROOKLYN,NY11219     		NONE EXEMPT BOBBIE'S PLACE 100,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN
    1255 AMSTERDAM AVE
    NEW YORK,NY10027     		NONE EXEMPT LAMONT-DOHERTY'S HUDSON RIVER FIELD STATION 50,000
    URBAN INSTITUTE
    500 LENFANT PLAZA SW
    WASHINGTON,DC20024     		NONE EXEMPT HEALTH POLICY CENTER 500,000
    WORLD CENTRAL KITCHEN INC
    1342 FLORIDA AVE NW
    WASHINGTON,DC20009     		NONE EXEMPT GENERAL PURPOSE - $25,000RELIEF ON THE HUDSON PROJECT - $25,000 50,000
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST NW
    ATLANTA,GA30303     		NONE EXEMPT GENERAL PURPOSE - $4,500RELAY FOR LIFE OF WILLIAMSBURG - $1,000 5,500
    AMER FDN FOR THE UNIV OF THE WEST I
    767 3RD AVE 301
    NEW YORK,NY10017     		NONE EXEMPT GENERAL PURPOSE 5,000
    CENTER FOR AMERICAN PROGRESS
    1333 H STREET NW SUITE 100-E
    WASHINGTON,DC20005     		NONE EXEMPT RESILIENT ECONOMY PROJECT 300,000
    CITYDANCE INC
    4000 ALBEMARLE ST NW 304
    WASHINGTON,DC20016     		NONE EXEMPT CITYDANCE'S DREAM CENTER 10,000
    COMMON CAUSE EDUCATION FUND
    805 15TH STREET NW 8TH FLOOR
    WASHINGTON,DC20005     		NONE EXEMPT ELECTION PROTECTION 500,000
    COMMUNITY CHANGE
    1536 U STREET NW
    WASHINGTON,DC20009     		NONE EXEMPT REGULATIONS PROJECT 200,000
    FIRST DRAFT NEWS INC
    219 W 40TH ST
    NEW YORK,NY10018     		NONE EXEMPT GENERAL PURPOSE 200,000
    FUND FOR THE CITY OF NEW YORK
    121 6TH AVE 6TH FLOOR
    NEW YORK,NY10013     		NONE EXEMPT IMMIGRANT DEFENSE PROJECT 25,000
    HUDSON VALLEY HOSPICE FOUNDATION IN
    80 WASHINGTON ST
    POUGHKEEPSIE,NY12601     		NONE EXEMPT GENERAL PURPOSE 10,000
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT ST
    BOSTON,MA02114     		NONE EXEMPT THE CENTER FOR LAW, BRAIN AND BEHAVIOR 25,000
    MINNESOTA COUNCIL OF NONPROFITS
    2314 UNIVERSITY AVE W 20
    ST PAUL,MN55114     		NONE EXEMPT MINNESOTA BUDGET PROJECT 250,000
    NATIONAL EMPLOYMENT LAW PROJECT
    90 BROAD ST SUITE 1100
    NEW YORK,NY10004     		NONE EXEMPT WORKER RESILIENCY PROJECT 750,000
    PANCREATIC CANCER ACTION NETWORK
    1500 ROSECRANS AVENUE SUITE 200
    MANHATTAN BEACH,CA90266     		NONE EXEMPT GENERAL PURPOSE 5,000
    RESOURCES FOR THE FUTURE
    1616 P ST NW SUITE 600
    WASHINGTON,DC20036     		NONE EXEMPT GERNERAL PURPOSE 400,000
    RUTGERS THE STATE UNIVERSITY OF NJ
    50 LABOR CENTER WAY
    NEW BRUNSWICK,NJ08901     		NONE EXEMPT LABOR STANDARDS ENFORCEMENT PROJECT 150,000
    GEORGIA COALITION FOR THE PEOPLES A
    501 PULLIAM ST SW 410
    ATLANTA,GA30312     		NONE EXEMPT GENERAL PURPOSE 23,000
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE EXEMPT POWER OF PLACE EXPANSION 500,000
    THE STISSING CENTER
    PO BOX 1024
    PINE PLAINS,NY12567     		NONE EXEMPT GENERAL PURPOSE 125,000
    TOWARDS JUSTICE
    2840 FAIRFAX STREET SUITE 220
    DENVER,CO80207     		NONE EXEMPT GENERAL PURPOSE 200,000
    Total .................................bullet 3a 42,366,409
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2,209,261  
    4 Dividends and interest from securities....     14 4,793,966  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531120 170,221 16 568,508  
    bNot debt-financed property.....     16 -903,785  
    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 6,954 18 -353,379  
    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 -221,772  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 177,175 6,092,799  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,269,974
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description