Instrumentl eFile Render
Object ID: 202133149349102318 - Rendered 2024-05-02
TIN: 81-2444350
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
BLAVATNIK FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
C/O ACCESS INC 40 WEST 57TH ST 28FL
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
10019
A Employer identification number
81-2444350
B
Telephone number (see instructions)
(203) 622-7400
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)
$
37,140,589
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
356,969
356,969
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
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)
.......
-50,756
-50,756
12
Total.
Add lines 1 through 11
........
306,213
306,213
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
21,153
21,153
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
214,997
7,850
207,147
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
17,500
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
539,249
30
539,219
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
792,899
7,880
767,519
25
Contributions, gifts, grants paid
.......
136,473,670
136,473,670
26
Total expenses and disbursements.
Add lines 24 and 25
137,266,569
7,880
137,241,189
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-136,960,356
b
Net investment income
(if negative, enter -0-)
298,333
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
173,957,740
37,140,589
37,140,589
3
Accounts receivable
Less: allowance for doubtful accounts
118,354
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
174,076,094
37,140,589
37,140,589
17
Accounts payable and accrued expenses
..........
497,207
522,058
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
497,207
522,058
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
173,578,887
36,618,531
29
Total net assets or fund balances
(see instructions)
.....
173,578,887
36,618,531
30
Total liabilities and net assets/fund balances
(see instructions)
.
174,076,094
37,140,589
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
173,578,887
2
Enter amount from Part I, line 27a
.....................
2
-136,960,356
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
36,618,531
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
36,618,531
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1
Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved
...........................
2
3
Reserved
...........................
3
4
Reserved
...........................
4
5
Reserved
...........................
5
6
Reserved
...........................
6
7
Reserved
...........................
7
8
Reserved
,..........................
8
Form
990-PF
(2020)
Form 990-PF (2020)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
4,147
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
4,147
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
4,147
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
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
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
70
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
4,217
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
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 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.
$
(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
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DE
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
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
CPTC LLC
Telephone no.
(212) 247-6400
Located at
ACCESS INDUSTRIES 40 WEST 57TH ST
New York
NY
ZIP+4
10019
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
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 2020?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2020?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2020 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2020.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
4b
No
Form
990-PF
(2020)
Form 990-PF (2020)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
CPTC LLC
Trustee
1.00
0
access inc 40 WEST 57TH ST
NEW YORK
,
NY
10019
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
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
NONE
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
(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
0
b
Average of monthly cash balances
.......................
1b
55,529,480
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
55,529,480
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
3
Subtract line 2 from line 1d
.........................
3
55,529,480
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
832,942
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
54,696,538
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,734,827
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
2,734,827
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
4,147
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
4,147
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,730,680
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
2,730,680
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
2,730,680
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
137,241,189
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
137,241,189
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
137,241,189
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
2,730,680
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
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
......
15,840,426
d
From 2018
......
40,054,676
e
From 2019
......
148,755,047
f
Total
of lines 3a through e
........
204,650,149
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
137,241,189
a
Applied to 2019, but not more than line 2a
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
.....
2,730,680
e
Remaining amount distributed out of corpus
134,510,509
5
Excess distributions carryover applied to 2020.
(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
339,160,658
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
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2015 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
339,160,658
10
Analysis of line 9:
a
Excess from 2016
....
b
Excess from 2017
....
15,840,426
c
Excess from 2018
....
40,054,676
d
Excess from 2019
....
148,755,047
e
Excess from 2020
....
134,510,509
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2020
(b)
2019
(c)
2018
(d)
2017
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2020)
Form 990-PF (2020)
Page
11
Part XV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
BLAVATNIK ARCHIVE FOUNDATION
40 WEST 57TH STREET
NEW YORK
,
NY
10019
Related Foundation
PF
PRESERVATION OF DOCUMENTS
568,354
AMERICAN BALLET THEATER
890 Broadway 3rd Floor
NEW YORK
,
NY
10003
None
PC
SUPPORT FOR THE PERFORMING ARTS
500,000
AMER COMM EDUC WELFARE OF JEWS
232 Madison Avenue Suite 608
NEW YORK
,
NY
10016
None
PC
SUPPORT FOR JEWISH EDUCATION AND WELFARE
236,700
Art Foundation BIENNALE of contemp
40/1 NOVOKUZNETSKAYA ST
MOSCOW
115054
RS
None
NC
SUPPORT FOR THE ARTS
32,700
COLEL CHABAD
806 Eastern Parkway
BROOKLYN
,
NY
11213
None
PC
SUPPORT FOR JEWISH COMMUNITY
1,100,000
GREATER MIAMI JEWISH FOUNDATION
4200 Biscayne Boulevard
MIAMI
,
FL
33137
None
PC
SUPPORT FOR JEWISH COMMUNITY
110,000
Mount Sinai Medical Center
One Gustave L Levy Place
new york
,
NY
10029
None
PC
support for medical research
4,000,000
THE PUBLIC THEATER
425 Lafayette Street
new york
,
NY
10003
None
PC
support for the arts
875,000
AMERICAN FRIENDS OF ROYAL FOUNDATIO
845 Third Avenue 6th Floor
new york
,
NY
10022
None
PC
support for athletic coaching
61,726
TORY BURCH FOUNDATION
11 West 19th Street 7th Floor
new york
,
NY
10011
None
PC
to support the empowerment of women entrepreneurs
75,000
USC SCHOOL OF CINEMATIC ARTS
900 West 34th Street
los angeles
,
CA
90089
None
PC
support for education
2,000,000
AHA FOUNDATION INC
130 7th Avenue Suite 236
New York
,
NY
10011
None
PC
support to end honor violence
30,000
ALEPH INSTITUTE
9540 Collins Avenue
Surfside
,
FL
33154
None
PC
Jewish Humanitarian Organization for both prisoners and military personnel
15,000
ALVIN AILEY DANCE FOUNDATION Inc
405 West 55th Street
New York
,
NY
10019
None
PC
Support for the art of dance
650,000
AMERICA GIVES INC
1732 FIRST AVE Suite 27091
New York
,
NY
10128
None
PC
Supports and raises awareness of other charitable organizations and programs located in the United States, Israel, and other countries.
100,000
AMERICAN FRIENDS ISRAEL MUSEUM
545 Fifth Avenue Suite 920
New York
,
NY
10017
None
PC
SUPPORT FOR THE ARTS
100,000
AMERICAN FRIENDS OF KESHET EILON
25 Trinity Pass Road
Pound Ridge
,
NY
10576
None
PC
Support for the arts
18,000
AMERICAN FRIENDS TEL AVIV UNIVERSIT
39 Broadway Suite 1510
New York
,
NY
10006
None
PC
Support for Education
4,000,000
AMERICANS FOR OXFORD INC
500 Fifth Avenue 32nd Floor
New York
,
NY
10110
None
PC
Support for education
547,689
Birthright Israel Foundation
33 East 33rd Street 7th Floor
New York
,
NY
10016
None
PC
Supports Travel to Israel
1,000,000
BROADWAY DANCE LAB
433 West 34th Street Suite 19A
New York
,
NY
10001
None
PC
Support for the arts
75,000
CALIFORNIA FOOD AID INC
433 N Camden DR 60
Beverly Hills
,
CA
90210
None
PC
Supports Feeding Children
5,000
CAMBRIDGE IN AMERICA
1120 6th Avenue 17th Avenue
New York
,
NY
10036
None
PC
Support for Education
96,390
Center For Hope and Safety
405 State Street
Hackensack
,
NJ
07601
None
PC
Support Abused and Battered Women
50,000
CENTRAL SYNAGOGUE
123 East 55th Street
New York
,
NY
10022
None
PC
Support for the Synagogue
100,000
Chabad House of Harvard Square
38 Banks Street
Cambridge
,
MA
02138
None
PC
support for jewish community
1,250,000
CHABAD LUBAWITSCH BERLIN
Mnstersche Str 6
Berlin
10709
GM
None
PC
Support for the Jewish Community in Berlin
27,500
CHAMAH
27 William Street Suite 613
New York
,
NY
10005
None
PC
support for jewish community
212,500
Charities Aid Foundation of America
1800 Diagonal Road Ste 150
Alexandria
,
VA
22314
None
PC
Support for world issues
39,044
COLUMBIA UNIVERSITY
420 West 118th Street
New York
,
NY
10027
None
PC
SUPPORT FOR EDUCATION
1,005,000
CONGREGATION MEOR HACHAIM OF LUNA P
2880 West 12th Street
Brooklyn
,
NY
11224
None
PC
support for religious activities
10,000
Council on Foreign Relations
58 East 68th Street
New York
,
NY
10021
None
PC
Supports Foreign Policy and International Affairs
3,000,000
DANIELLA MOFFSON FOUNDATION
7 Times Square Suite 10036
New York
,
NY
10036
None
PC
community support
18,000
EDITH CARL MARKS JEWISH COMM HOUSE
7802 Bay Parkway
Brooklyn
,
NY
11214
None
PC
Support for the Jewish Community
90,000
EMET OUTREACH
149-05 79th Ave Suite 2
Kew Garden Hills
,
NY
11367
None
PC
PROMOTE JEWISH STUDIES AND VALUES
25,000
EZRAT ISRAEL INC
806 Eastern Parkway
Brooklyn
,
NY
11213
None
PC
Support for Jewish Community
3,600
FEDERATION JEWISH COMMUNITIES OF TH
410 Park Ave Suite 1500
New York
,
NY
10022
None
PC
Supports the development of Jewish Communities and rebuild Jewish Institutions
25,000
Foster Pride Good Shepherd Services
305 Seventh Ave
New York
,
NY
10003
None
PC
Support for children in foster care
75,000
FRIENDS OF THE IDF
5555 Glenridge Connector Suite 200
Atlanta
,
GA
30342
None
PC
Support for the IDF
25,000
GATEWAYS ORGANIZATION
11 Wallenberg Circle
Monsey
,
NY
10952
None
PC
Support Jewish community and Religion
10,000
HARVARD UNIVERSITY
124 Mt Auburn St 4th Fl
Cambridge
,
MA
02138
None
PC
Support for Education and Research
90,083,334
HILLEL FOUNDATION JEWISH CAMPUS LIF
800 Eighth Street NW
Washington
,
DC
20001
None
PC
Support for Jewish campus life in college
125,000
JEWISH AGENCY FOR ISRAEL
633 Third Avenue 21st Floor
New York
,
NY
10017
None
PC
Support for Jewish settlement in Israel
150,000
JEWISH COMMUNITY CENTER OF MOSCOW
531 Crown Street
Brooklyn
,
NY
11213
None
PC
SUPPORT FOR THE JEWISH COMMUNITY IN MOSCOW
1,090,000
JEWISH COMMUNITY COUNCIL OF CANARSI
1170 Pennsylvania Avenue
Brooklyn
,
NY
11239
None
PC
COMMUNITY SUPPORT FOR SOUTHEASTERN BROOKLYN
40,000
JEWISH EDUCATION CENTER OF SOUTH FL
500 NE SPANISH RIVER BLVD Suite 16
BOCA RATON
,
FL
33431
None
PC
support for the Jewish community
10,000
Jewish Museum
1109 5th Avenue
New York
,
NY
10128
None
PC
Support Preservation of Jewish History
15,000
JOHNNY MAC TENNIS PROJECT
One Randalls Island
New York
,
NY
10035
None
PC
Support for the sport of Tennis
25,000
LA DANCE PROJECT
514 S Spring Street 4th Floor
Los Angeles
,
CA
90013
None
PC
Support for the arts
100,000
MAZEL DAY SCHOOL
2901-15 Brighton 6th Street
Brooklyn
,
NY
11235
None
PC
Support for Jewish Education
25,000
MEMRI
1819 L St NW 5th Floor
Washington
,
DC
20036
None
PC
Support for the media
25,000
MENACHEM EDUCATION FOUNDATION
411 Kingston Ave Suite 300
Brooklyn
,
NY
11225
None
PC
support for Chabad students
5,000
NEW 42ND STREET INC
229 West 42nd Street 10th Floor
New York
,
NY
10036
None
PC
Support for the arts
71,428
NEW AMER ASSOC CULTURE EDUCATION
178 Beaumont St
Brooklyn
,
NY
11235
None
PC
Support for culture and education
5,000
NEW WORLD SYMPHONY
500 17th Street
Miami
,
FL
33139
None
PC
SUPPORT FOR MUSICIANS
50,000
PARK EAST Synagogue
164 East 68th Street
New York
,
NY
10065
None
PC
Support for Jewish Education
250,000
PROJECT LEAD INC
123-19 Hillside Avenue
Richmond Hill
,
NY
11418
None
PC
FOOD DISTRIBUTION, CAMP SCHOLARSHIPS, SUMMER TRIPS FOR DISADVANTAGED PERSONS
30,000
PROSTATE CANCER FOUNDATION
1250 Fourth Street
Santa Monica
,
CA
90401
None
PC
Support for medical Research
2,000,000
SABIN VACCINE INSTITUTE
2000 Pennsylvania Ave NW 7100
Washington
,
DC
20006
None
PC
Support for the city of tel Aviv
50,000
STANFORD UNIV MEDICAL CENTER
3172 Porter Drive
Palo Alto
,
CA
94304
None
PC
Support for Medical Research
2,000,000
STRAVINSKY INSTITUTE FOUNDATION
65 Hillside Avenue Suite 4F
New York
,
NY
10040
None
PC
Supports Music and Cultural Exchange
100,000
THANKSUSA
233 Massachusetts Ave NE 2nd Floor
Washington
,
DC
20002
None
PC
support for education of military personnel and family
50,000
THE BETTER ANGELS SOCIETY INC
2100 Crystal Drive Suite 700
Arlington
,
VA
22202
None
PC
to ensure historically significant films are completed, broadcast, promoted, and shared in ways that reach and inform as many people as possible
1,500,000
THE BLUE CARD INC
171 madison avenue suite 1405
New York
,
NY
10016
None
PC
to provide financial assistance to needy holocaust survivors
40,000
The Innocence Project Inc
40 Worth Street Suite 701
New York
,
NY
10013
None
PC
Support for exonerating wrongfully convicted individuals through DNA testing
50,000
THE NEW CRITERION
900 Broadway Suite 602
New York
,
NY
10003
None
PC
support for the arts and intellectual life
25,000
THE NEW YORK ACADEMY OF SCIENCE
7 World Trade Center
New York
,
NY
10007
None
PC
Support for SCIENTIFIC RESEARCH AND KNOWLEDGE
2,489,526
EYElliance
110 East 25th Street
new york
,
NY
10010
None
PC
Supports Proper Vision Care
20,000
TONY BLAIR FOUNDATION
498 7th AVENUE15th FLOOR
New York
,
NY
10018
None
PC
support for global issues
200,000
TZIVOS HASHEM
332 Kingston Avenue
Brooklyn
,
NY
11213
None
PC
Support for the physical and spiritual needs of Jewish children
75,000
UNIVERSITY OF DUBLIN FUND
80 Pine Street
New York
,
NY
10005
None
PC
Support for Education
62,774
UNIVERSITY OF PENNSYLVANIA
2929 Walnut Street Suite 300
Philadelphia
,
PA
19104
None
PC
Support for Education
500,000
USHER 1F COLLABORATIVE
321 WALNUT STREET 228
Newtonville
,
MA
02460
None
PC
Medical Support for Vision Usher Syndrome Type 1F
25,000
YALE UNIVERSITY
157 Church St PO Box 2038
New Haven
,
CT
06521
None
PC
Support for Education
1,000,000
American Friends of New Economic Sc
Department of Economics psu
university park
,
PA
16802
None
PC
SUPPORT FOR EDUCATION
253,424
Center for Jewish History
15 West 16th St
NEW YORK
,
NY
10011
None
PC
Support for the Education of Jewish History
50,000
GEORGETOWN UNIVERSITY
Box 571031
WASHINGTON
,
DC
20057
None
PC
SUPPORT FOR EDUCATION
75,000
MACCABI WORLD UNION INC
520 Eighth Avenue 4th Floor
NEW YORK
,
NY
10018
None
PC
Support FOR Sports ACTIVITIES
335,000
Middlebury College
131 S Main Street
MIDDLEBURY
,
VT
05753
None
PC
SUPPORT FOR EDUCATION
50,000
NYU Medical Center
One Park Avenue 17th Floor
NEW YORK
,
NY
10016
None
PC
SUPPORT FOR MEDICAL RESEARCH
1,000,000
AMERICAN SCHOOL OF LONDON FOUNDATIO
ONE WAVERLEY PLACE
LONDON
NW8 ONP
UK
None
PC
SUPPORT FOR EDUCATION
200,000
GLOBAL LEADERSHIP FOUNDATION
3030 Clarendon Blvd 7th Floor
ARLINGTON
,
VA
22201
None
PC
Support for political leadership and good governance around the world
37,468
BEAT THE STREETS WRESTLING INC
252 West 37th Street Suite 400
new york
,
NY
10018
None
PC
support for students
10,000
FRIENDS OF THE BRITISH COUNCIL USA
1025 Connecticut Ave Suite 1000
washington
,
DC
20036
None
PC
Support fellowships
332,106
GESELLSCHAFT DER FREUNDE VON BAYREU
Festspielhuegel 6 Bayreuth
bayern
95445
GM
None
PC
Cultural outreach to children
30,500
GIFT OF LIFE
2 PUTNEY HILL
london
SW15 6AB
UK
None
PC
Support Children with Cancer
18,015
HEYWOOD FOUNDATION
Cabinet Office 70 Whitehall
london
SW1A2AS
UK
None
PC
Support Fellowships
30,875
MIAMI UNIVERSITY
230 Millett Hall
oxford
,
OH
45056
None
PC
support for university athletics
25,000
NAMES NOT NUMBERS INC
90 Laurel Hill Terrace Suite 6-I
new york
,
NY
10033
None
PC
holocaust education
83,333
National Academy of Sciences
2101 Constitution Avenue NW
washington
,
DC
20418
None
PC
support for scientific research
200,000
RIVERKEEPER
20 Secor Road
ossining
,
NY
10562
None
PC
Support ecological safeguards
10,000
ROYAL ACADEMY OF ENGINEERING
3 Carlton House Terrace
london
sw1y 5dg
UK
None
PC
Support Scientific Development
30,875
TERRYS FOUNDATION FOR MUSCULAR DYST
99 Kneeland Street 714
boston
,
MA
02111
None
PC
Support Medical Research and Education
50,000
The Courtauld Institute of Art
Somerset House Strand
london
WC2R 0RN
UK
None
PC
Support Cultural Institution Restoration
5,223,600
92nd Street Y
1395 Lexington Avenue
New York
,
NY
10128
None
PC
support for athletics
1,000,000
American friends jewish comm vladiv
388 crown street
brooklyn
,
NY
11255
None
PC
support for the jewish community
50,000
American Friends of Policy Exchange
950 Third Ave 32nd Flr
new york
,
NY
10022
None
PC
to promote policies that deliver better public services, a stronger society and more dynamic economy
63,728
Baryshnikov Arts Center
450 W 37th Street Suite 501
new york
,
NY
10018
None
PC
support for art and culture
100,000
Blue Lab Preservation Society
5454 Pine Tree Drive
miami
,
FL
33140
None
PC
support for expanding existing artificial reefs
50,000
Brandeis University
415 South Street
waltham
,
MA
02454
None
PC
support for education
50,000
Chabad Jewish Comm of Central Londo
3605 Long Beach Blvd Suite 338
long beach
,
CA
90807
None
PC
support for jewish community
23,659
Cong B'nei Torah of Lawrence
1114 Avenue of the Americas
new york
,
NY
10036
None
PC
support for jewish community
10,000
Congregation Yad Shaul
810 7th Avenue 28th Floor
new york
,
NY
10091
None
PC
support for jewish community
54,000
CRUT dated 6162003
ACCESS IND INC 40 West 57th St
new york
,
NY
10019
related foundation
PF
support for education, culture, community, religious and related causes
400,000
Film Forum Inc
209 W Houston St
new york
,
NY
10014
None
PC
Support for independent films
15,000
Fulbright US-UK Foundation
3701 Sacramento Street 436
san francisco
,
CA
94118
PC
support for education
25,000
Georgia Tech Foundation Inc
760 Spring Street Suite 400
atlanta
,
GA
30308
None
PC
support for education
50,000
God's love we deliver
166 Avenue of the Americas
new york
,
NY
10013
None
PC
nutrition support for people with hiv/aids, cancer and other illnesses
10,000
La Familia Counseling Center
5523-34th Street
sacramento
,
CA
95820
None
PC
support for at risk youths and families of diverse backgrounds
40,000
Life In Motion International Inc
PO Box 102
cold spring
,
NY
10516
None
PC
support for children with special needs get prostheses and orthopedic treatment
65,118
Mati USA
11 East 44th Street 19th Floor
new york
,
NY
10017
None
PC
support for citizens of jerusalem
12,792
Netanya Foundation
1375 Broadway 15th Floor
new york
,
NY
10018
None
PC
community support for immigrants
50,000
New Hampton School
70 Main Street
new hampton
,
NH
03276
None
PC
support for education
50,000
NEW YORK HISTORICAL SOCIETY
170 Central Park West
new york
,
NY
10024
None
PC
support for preservation of historical records and events
25,000
Norwalk Hospital Foundation Inc
34 Maple Street
norwalk
,
CT
06856
None
PC
support for medical care and research
1,000,000
SADLER'S WELLS ASSOCIATION INC
324 Melrose St 1B
Brooklyn
,
NY
11237
None
PC
support for the art of dance
330,213
Special Boat Service Association
po box 1014
Hamworthy
,
Dorset
BH15 4YT
UK
None
PC
support for welfare and social activities of current and former service members
32,633
Stamford Hospital
One Hospital Plaza
stamford
,
CT
06904
None
PC
support for medical research and care
100,000
Swiss Institute
38 St Marks Place
new york
,
NY
10003
None
PC
support for the arts
25,000
Twinning Project
27 Totteridge Common
london
n20 8lr
UK
None
PC
education and adaptation support for the incarcerated
22,066
United Way of Greenwich
500 W Putnam Avenue 415
greenwich
,
CT
06830
None
PC
support for communities to advance the common good
100,000
USC SHOAH FOUNDATION
650 West 35th Street
Los Angeles
,
CA
90089
None
PC
to develop empathy, understanding and respect for Jewish people through testimonials
200,000
Natl Museum of Amer Jewish History
101 South Independence Mall East
philadelphia
,
PA
19106
None
PC
support for Jewish history
25,000
Total
.................................
3a
136,473,670
b
Approved for future payment
Total
.................................
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.)
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
356,969
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FX loss
14
-50,756
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
306,213
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
306,213
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2020)
Form 990-PF (2020)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2020)
Additional Data
Software ID:
20011551
Software Version:
2020v4.0
Form 990PF - Special Condition Description:
Special Condition Description