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
ARNHOLD FOUNDATION INC
C/O JOEL E SAMMET & CO LLP
Number and street (or P.O. box number if mail is not delivered to street address)15 MAIDEN LANE NO 500
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10038
A Employer identification number

13-3456684
B Telephone number (see instructions)

(212) 269-8628
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$577,406,415
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 314    
4 Dividends and interest from securities... 2,512,546 2,512,546  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -815,946
b Gross sales price for all assets on line 6a 26,380,999
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 3,152,975 3,313,925  
12 Total. Add lines 1 through 11........ 4,849,889 5,826,471  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,000 0   120,000
14 Other employee salaries and wages...... 27,074 0   27,074
15 Pension plans, employee benefits....... 1,851 0   1,851
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 40,000 20,000   20,000
c Other professional fees (attach schedule).... 20,431 0   20,431
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 254,571 0   4,524
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,426,923 1,218,358   191,911
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,890,850 1,238,358   385,791
25 Contributions, gifts, grants paid....... 26,273,061 26,273,061
26 Total expenses and disbursements. Add lines 24 and 25 28,163,911 1,238,358   26,658,852
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -23,314,022
b Net investment income (if negative, enter -0-) 4,588,113
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............. 4,342,992 13,622,305 13,622,305
2 Savings and temporary cash investments......... 54,825,926 29,492,670 29,492,670
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 4,990,122 5,062,500
b Investments—corporate stock (attach schedule)....... 97,115,120 71,989,351 91,474,499
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).......... 353,758,565 365,219,641 436,018,635
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 0 1,735,806 1,735,806
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 510,042,603 487,049,895 577,406,415
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 510,042,603 487,049,895
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 510,042,603 487,049,895
30 Total liabilities and net assets/fund balances (see instructions). 510,042,603 487,049,895
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
510,042,603
2
Enter amount from Part I, line 27a .....................
2
-23,314,022
3
Other increases not included in line 2 (itemize) bullet
3
321,314
4
Add lines 1, 2, and 3 ..........................
4
487,049,895
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
487,049,895
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 PER BOOKS OF FOUNDATION P    
b CAPITAL GAINS DIVIDENDS P    
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 25,991,799   27,196,945 -1,205,146
b 389,200     389,200
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       -1,205,146
b       389,200
c
d
e
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 -815,946
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  
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 63,775
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 63,775
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 63,775
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 635,460
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 635,460
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 571,685
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet571,685 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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
     
    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 addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (212) 269-8628

    Located atbullet1370 AVENUE OF THE AMERICASNEW YORKNY ZIP+4bullet10019
    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? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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
     
     
    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
    JOHN PH ARNHOLD TREASURER
    5.00
    0 0 0
    1370 AVENUE OF THE AMERICAS
    NEW YORK,NY10019
    HERMINE CARBO SECRETARY
    8.00
    120,000 0 0
    1370 AVENUE OF THE AMERICAS
    NEW YORK,NY10019
    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...................bullet 0
    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.............bullet0
    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.........................bullet0
    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
    94,727,081
    b
    Average of monthly cash balances.......................
    1b
    50,376,187
    c
    Fair market value of all other assets (see instructions)................
    1c
    428,286,370
    d
    Total (add lines 1a, b, and c).........................
    1d
    573,389,638
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    573,389,638
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,600,845
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    564,788,793
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    28,239,440
    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
    28,239,440
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    63,775
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    63,775
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    28,175,665
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    28,175,665
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    28,175,665
    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
    26,658,852
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    26,658,852
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    26,658,852
    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 28,175,665
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 47,429,652
    b From 2016...... 13,487,353
    c From 2017...... 1,039,265
    d From 2018......  
    e From 2019...... 1,625,499
    fTotal of lines 3a through e........ 63,581,769
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 26,658,852
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 26,658,852
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 1,516,813 1,516,813
    (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 62,064,956
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    45,912,839
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    16,152,117
    10 Analysis of line 9:
    a Excess from 2016.... 13,487,353
    b Excess from 2017.... 1,039,265
    c Excess from 2018....  
    d Excess from 2019.... 1,625,499
    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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny 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)
    aPaid during the year
    92ND ST Y
    1395 LEXINGTON AVENUE
    NEW YORK,NY10128
      PUBLIC CHARITY GENERAL FUND 1,597,200
    ACADEMY FOR TEACHERS
    PO BOX 771
    PHILMONT,NY10950
      PUBLIC CHARITY GENERAL FUND 5,000
    AFRO LATIN JAZZ ALLIANCE
    646 MALCOLM X BOULEVARD 205
    NEW YORK,NY10037
      PUBLIC CHARITY GENERAL FUND 150,000
    ALVIN AILEY DANCE FOUNDATION
    405 W 55TH ST
    NEW YORK,NY10019
      PUBLIC CHARITY GENERAL FUND 30,000
    AMERICAN ACADEMY OF ARTS AND SCIENCES
    136 IRVING ST
    CAMBRIDGE,MA02138
      PUBLIC CHARITY GENERAL FUND 100,000
    AMERICAN BALLET THEATRE
    890 BROADWAY
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 10,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREETNW
    ATLANTA,GA30303
      PUBLIC CHARITY GENERAL FUND 50,000
    AMERICAN DANCE FESTIVAL
    320 W 83RD ST 7D
    NEW YORK,NY10024
      PUBLIC CHARITY GENERAL FUND 41,253
    AMERICAN DANCE GUILD
    240 WEST 14TH ST
    NEW YORK,NY10011
      PUBLIC CHARITY GENERAL FUND 3,000
    AMERICAN DANCE MACHINE FOR 21ST CENTURY
    45 EAST 80TH STREET 18B
    NEW YORK,NY10075
      PUBLIC CHARITY GENERAL FUND 10,000
    AMERICAN FOLK ART MUSEUM
    2 LINCOLN SQUARE
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 2,500
    ANIMAL MEDICAL CENTER
    510 E 62ND ST
    NEW YORK,NY10065
      PUBLIC CHARITY GENERAL FUND 10,000
    APOLLO THEATER
    253 WEST 125TH STREET
    NEW YORK,NY10027
      PUBLIC CHARITY GENERAL FUND 5,000
    ARDEA ARTS
    463 BROOME STREET 1ST FLOOR
    NEW YORK,NY10013
      PUBLIC CHARITY GENERAL FUND 10,000
    ARTTABLE
    1 E 53RD ST
    NEW YORK,NY10022
      PUBLIC CHARITY GENERAL FUND 1,000
    ASIA SOCIETY
    725 PARK AVE
    NEW YORK,NY10021
      PUBLIC CHARITY GENERAL FUND 4,820
    ASPCA
    424 EAST 92ND ST
    NEW YORK,NY10128
      PUBLIC CHARITY GENERAL FUND 10,000
    ATLANTIC THEATER COMPANY
    336 WEST 20TH STREET
    NEW YORK,NY10011
      PUBLIC CHARITY GENERAL FUND 2,740
    BABY2BABY
    5830 W JEFFERSON BLVD
    LOS ANGELES,CA90016
      PUBLIC CHARITY GENERAL FUND 2,500
    BALLET HISPANICO
    167 WEST 89TH ST
    NEW YORK,NY10024
      PUBLIC CHARITY GENERAL FUND 200,000
    BALLET THEATRE FOUNDATION
    890 BROADWAY
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 25,000
    BALLET X
    1923 WASHINGTON AVE
    PHILADELPHIA,PA19146
      PUBLIC CHARITY GENERAL FUND 25,000
    BANG ON A CAN
    80 HANSON PL
    BROOKLYN,NY11217
      PUBLIC CHARITY GENERAL FUND 2,500
    BARRINGTON STAGE CO
    30 UNION ST
    PITTSFIELD,MA01201
      PUBLIC CHARITY GENERAL FUND 10,000
    BARYSHNIKOV ARTS CENTER
    450 WEST 37TH STREET SUITE 501
    NEW YORK,NY10018
      PUBLIC CHARITY GENERAL FUND 10,000
    BATTERY DANCE CORPORATION
    380 BROADWAY 5TH FLOOR
    NEW YORK,NY10013
      PUBLIC CHARITY GENERAL FUND 5,000
    BETHEL LAND TRUST
    PO BOX 332
    BETHEL,CT06801
      PUBLIC CHARITY GENERAL FUND 2,500
    BOTTOMLESS CLOSET
    15 PENN PLAZA
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 2,500
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH ST
    NEW YORK,NY10022
      PUBLIC CHARITY GENERAL FUND 200,000
    BRIDGEWATER LAND TRUST
    PO BOX 8
    BRIDGEWATER,CT06752
      PUBLIC CHARITY GENERAL FUND 2,500
    BROADWAY MALL ASSOCIATION
    2095 BROADWAY
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 2,500
    BRONX ACADEMY OF ARTS AND DANCE
    2474 WESTCHESTER AVE
    BRONX,NY10461
      PUBLIC CHARITY GENERAL FUND 1,000
    BROOKLYN ACADEMY OF MUSIC
    30 LAFAYETTE ST
    BROOKLYN,NY11217
      PUBLIC CHARITY GENERAL FUND 25,000
    BROOKLYN ARTS EXCHANGE
    421 5TH AVE
    BROOKLYN,NY11215
      PUBLIC CHARITY GENERAL FUND 2,500
    BROOKLYN MUSEUM
    200 EASTERN PKWY
    BROOKLYN,NY11238
      PUBLIC CHARITY GENERAL FUND 100,000
    CAMILLE A BROWN & DANCERS
    PO BOX 340600
    JAMAICA,NY11434
      PUBLIC CHARITY GENERAL FUND 5,000
    CEC ARTSLINK
    28 HUBERT ST
    NEW YORK,NY10013
      PUBLIC CHARITY GENERAL FUND 10,000
    CELEBRATE THE BEAT
    3087 TEJON ST
    DENVER,CO80211
      PUBLIC CHARITY GENERAL FUND 1,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH ST
    NEW YORK,NY10022
      PUBLIC CHARITY GENERAL FUND 25,000
    CFDA FOUNDATION
    65 BLEECKER STREET 11TH FLOOR
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 5,000
    CHAMPLAIN AREA TRAILS
    6482 MAIN ST
    WESTPORT,NY12993
      PUBLIC CHARITY GENERAL FUND 75,000
    CHILDREN'S MUSEUM OF MANHATTAN
    212 W 83RD ST
    NEW YORK,NY10024
      PUBLIC CHARITY GENERAL FUND 10,000
    CHILDREN'S ORCHESTRA SOCIETY INC
    65-03 180TH ST
    FRESH MEADOWS,NY11365
      PUBLIC CHARITY GENERAL FUND 2,500
    CITIZENS COMMITTEE FOR CHILDREN OF NY
    14 WALL ST 4E
    NEW YORK,NY10005
      PUBLIC CHARITY GENERAL FUND 5,000
    CITIZENS COMMITTEE FOR NEW YORK CITY
    77 WATER ST
    NEW YORK,NY10005
      PUBLIC CHARITY GENERAL FUND 2,500
    CITY OPERA THRIFT SHOP
    513 W 26TH STREET
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 2,730
    CLARK CENTER NYC
    215 EAST 99TH STREET
    NEW YORK,NY10029
      PUBLIC CHARITY GENERAL FUND 2,500
    COLUMBIA BUSINESS SCHOOL
    3022 BROADWAY
    NEW YORK,NY10027
      PUBLIC CHARITY GENERAL FUND 20,000
    CONNECTICUT BALLET
    20 ACOSTA STREET
    STAMFORD,CT06902
      PUBLIC CHARITY GENERAL FUND 1,000
    CONSERVATION INTERNATIONAL
    2011 CRYSTAL DRIVE
    ARLINGTON,VA22202
      PUBLIC CHARITY GENERAL FUND 1,600,000
    CONSERVATIONS ON THE GREEN
    2011 CRYSTAL DRIVE
    ARLINGTON,NV22202
      PUBLIC CHARITY GENERAL FUND 5,000
    CONTACT COLLABORATIONS INC
    PO BOX 603
    NORTHAMPTON,MA01061
      PUBLIC CHARITY GENERAL FUND 1,000
    CPBN
    1049 ASYLUM AVENUE
    HARTFORD,CT06105
      PUBLIC CHARITY GENERAL FUND 250
    CREATIVE TIME
    59 4 TH ST 6
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 10,000
    DANBURY HOSPITAL DEVELOPMENT FUND
    24 HOSPITAL AVE FL 6
    DANBURY,CT06810
      PUBLIC CHARITY GENERAL FUND 250,000
    DANCE NYC
    218 EAST 18TH ST
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 164,600
    DANCE FILMS ASSOCIATION
    75 BROAD ST SUITE 304
    NEW YORK,NY10004
      PUBLIC CHARITY GENERAL FUND 1,000
    DANCE LAB NEW YORK
    433 WEST 34TH STREET
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 2,500
    DANCE MEDICA FOUNDATION
    781 FIFTH AVENUE
    NEW YORK,NY10022
      PUBLIC CHARITY GENERAL FUND 2,425
    DANCE RING INC THE
    131 EAST 10TH ST
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 10,000
    DANCE THEATRE OF HARLEM
    466 WEST 152ND ST
    NEW YORK,NY10031
      PUBLIC CHARITY GENERAL FUND 25,000
    DANCENOW NYC INC
    93 4TH AVE
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 2,500
    DANCES BY ISADORA INC
    141 W 26TH STREET
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 10,000
    DANCES FOR A VARIABLE POPULATION
    560 RIVERSIDE DRIVE
    NEW YORK,NY10027
      PUBLIC CHARITY GENERAL FUND 10,000
    DANCEWAVE
    45 4TH AVE
    BROOKLYN,NY11217
      PUBLIC CHARITY GENERAL FUND 10,000
    DANCING CLASSROOMS
    25 W 31ST ST 4TH FLOOR
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 10,000
    DANSPACE PROJECT
    131 EAST 10TH ST
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 5,000
    DE YOUNG MUSEUM
    50 HAGIWARA TEA GARDEN DR
    SAN FRANCISCO,CA94118
      PUBLIC CHARITY GENERAL FUND 41,000
    DIA ART FOUNDATION
    535 W 22ND ST
    NEW YORK,NY10011
      PUBLIC CHARITY GENERAL FUND 5,000
    DIA CENTER FOR THE ARTS
    535 W 22ND ST
    NEW YORK,NY10011
      PUBLIC CHARITY GENERAL FUND 4,000
    DORRANCE DANCE INCORPORATED
    PO BOX 1935 RADIO CITY STATION
    NEW YORK,NY10101
      PUBLIC CHARITY GENERAL FUND 10,000
    DOVA
    260 W BROADWAY
    NEW YORK,NY10013
      PUBLIC CHARITY GENERAL FUND 12,000
    DREAMYARD
    1085 WASHINGTON AVE GROUND FL
    BRONX,NY10456
      PUBLIC CHARITY GENERAL FUND 10,000
    DYNAMIC FORMS INC
    107 SUFFOLK ST APT310
    NEW YORK,NY10002
      PUBLIC CHARITY GENERAL FUND 1,000
    EAST SIDE BASKETBALL CLUB
    17455 NE 67TH COURT SUITE 160
    REDMOND,WA98052
      PUBLIC CHARITY GENERAL FUND 10,000
    EDNA SCHWARTZ SCHOLARSHIP FUND
    80 CLIFFWOOD ST
    LENOX,MA01240
      PUBLIC CHARITY GENERAL FUND 10,000
    EDUCATION THROUGH MUSIC
    122 E 42ND ST 1501
    NEW YORK,NY10168
      PUBLIC CHARITY GENERAL FUND 1,000
    ELISA MONTE DANCE
    8 W 126TH ST
    NEW YORK,NY10027
      PUBLIC CHARITY GENERAL FUND 1,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104
      PUBLIC CHARITY GENERAL FUND 10,000
    EVERYBODY DANCE NOW
    1460 BROADWAY
    NEW YORK,NY10036
      PUBLIC CHARITY GENERAL FUND 10,000
    EYE ON DANCE
    70 EAST 10TH ST
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 2,500
    FEMINIST PRESS
    365 FIFTH AVE
    NEW YORK,NY10016
      PUBLIC CHARITY GENERAL FUND 1,000
    FIELD THE
    1400 S LAKE SHORE DR
    CHICAGO,IL60605
      PUBLIC CHARITY GENERAL FUND 2,500
    FILM SOCIETY OF LINCOLN CENTER
    70 LINCOLN SQUARE
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 9,245
    FLEA THEATER THE
    20 THOMAS STREET
    NEW YORK,NY10007
      PUBLIC CHARITY GENERAL FUND 2,500
    FOUNDATION FOR WOMEN'S WELLNESS
    251 EAST 33RD ST
    NEW YORK,NY10016
      PUBLIC CHARITY GENERAL FUND 5,000
    FOUNTAIN HOUSE
    347 W 37TH ST
    NEW YORK,NY10018
      PUBLIC CHARITY GENERAL FUND 2,500
    FRACTURED ATLAS
    248 W 35TH ST 10TH FLOOR
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 1,000
    FRESH AIR FUND
    633 3RD AVE
    NEW YORK,NY10017
      PUBLIC CHARITY GENERAL FUND 5,000
    FRICK COLLECTION
    1 EAST 70TH ST
    NEW YORK,NY10021
      PUBLIC CHARITY GENERAL FUND 313,442
    FRIENDS OF BURNHAM LIBRARY
    898 MAIN STREET
    COLCHESTER,VT05446
      PUBLIC CHARITY GENERAL FUND 250
    FRIENDS OF PVPA
    15 MULLIGAN DR
    HADLEY,NY01075
      PUBLIC CHARITY GENERAL FUND 13,000
    FUND FOR PUBLIC SCHOOLS
    52 CHAMBERS ST
    NEW YORK,NY10007
      PUBLIC CHARITY GENERAL FUND 380,170
    FURNITURE SHAREHOUSE
    PO BOX 702
    LARCHMONT,NY10538
      PUBLIC CHARITY GENERAL FUND 24,075
    GALLIM DANCE
    520 CLINTON AVE
    BROOKLYN,NY11238
      PUBLIC CHARITY GENERAL FUND 10,000
    GINA GIBNEY DANCE INC
    890 BROADWAY
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 25,000
    GLOBAL CITIZEN YEAR
    1625 CLAY STREET SUITE 400
    OAKLAND,CA94612
      PUBLIC CHARITY GENERAL FUND 100,000
    GLOBAL WITNESS FOUNDATION
    8555 EL CAMINO REAL SUITE 13A-410
    PALO ALTO,CA94301
      PUBLIC CHARITY GENERAL FUND 250,000
    GODDARD RIVERSIDE COMMUNITY CENTER
    503 COLUMBUS AVE
    NEW YORK,NY10024
      PUBLIC CHARITY GENERAL FUND 5,000
    GOODWILL
    258 LIVINGSTON ST
    BROOKLYN,NY11201
      PUBLIC CHARITY GENERAL FUND 3,275
    GUNN MEMORIAL LIBRARY INC
    5 WYKEHAM ROAD
    WASHINGTON,CT06793
      PUBLIC CHARITY GENERAL FUND 250
    HARLEM JUNIOR TENNIS & EDUCATION PROGRAM
    40 W 143RD ST
    NEW YORK,NY10037
      PUBLIC CHARITY GENERAL FUND 5,000
    HUMAN RIGHTS WATCH
    350 5TH AVE
    NEW YORK,NY10118
      PUBLIC CHARITY GENERAL FUND 5,000
    HUMANE SOCIETY OF THE UNITED STATES THE
    1255 23RD ST
    WASHINGTON,DC20037
      PUBLIC CHARITY GENERAL FUND 5,000
    HUNTER COLLEGE FOUNDATION
    695 PARK AVE
    NEW YORK,NY10065
      PUBLIC CHARITY GENERAL FUND 422,000
    INFINITY DANCE THEATER INC
    220 WEST 83RD STREET
    NEW YORK,NY10025
      PUBLIC CHARITY GENERAL FUND 10,000
    INTERNATIONAL CENTER OF PHOTOGRAPHY
    79 ESSEX ST
    NEW YORK,NY10002
      PUBLIC CHARITY GENERAL FUND 1,000
    INTERNATIONAL RESCUE COMMITTEE
    263 W 38TH ST
    NEW YORK,NY10018
      PUBLIC CHARITY GENERAL FUND 1,463,946
    INTERNATIONAL TENNIS HALL OF FAME
    194 BELLEVUE AVE
    NEWPORT,RI02840
      PUBLIC CHARITY GENERAL FUND 1,160,000
    INTERNATIONAL WOMEN'S MEDIA FOUNDATION
    1625 K STREET NW SUITE 1275
    WASHINGTON,DC20006
      PUBLIC CHARITY GENERAL FUND 5,000
    IRISH ARTS CENTER
    553 W 51ST ST
    NEW YORK,NY10019
      PUBLIC CHARITY GENERAL FUND 5,000
    JACOB'S PILLOW
    358 GEORGE CARTER RD
    BECKET,MA01223
      PUBLIC CHARITY GENERAL FUND 25,000
    JAZZ AT LINCOLN CENTER
    3 COLUMBUS CIRCLE
    NEW YORK,NY10019
      PUBLIC CHARITY GENERAL FUND 2,966,100
    JEWISH MUSEUM
    1109 5TH AVE
    NEW YORK,NY10128
      PUBLIC CHARITY GENERAL FUND 57,500
    JOHN HOPKINS UNIVERSITY
    3400 N CHARLES STREET
    BALTIMORE,MD21218
      PUBLIC CHARITY GENERAL FUND 10,000
    JOSE LIMON DANCE FOUNDATION
    466 W 152ND ST
    NEW YORK,NY10031
      PUBLIC CHARITY GENERAL FUND 25,000
    JOYCE THEATER FOUNDATION
    175 8TH AVE
    NEW YORK,NY10011
      PUBLIC CHARITY GENERAL FUND 35,000
    JUILLIARD SCHOOL
    144 WEST 66TH ST
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 730,000
    KAUFMAN MUSIC CENTER
    129 WEST 67TH ST
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 2,500
    KBFUS
    10 ROCKEFELLER PLAZA
    NEW YORK,NY10020
      PUBLIC CHARITY GENERAL FUND 25,000
    KITCHEN THE
    512 W 19TH STREET
    NEW YORK,NY10011
      PUBLIC CHARITY GENERAL FUND 10,000
    LA MAMA
    66 EAST 4TH STREET
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 2,500
    LABANBARTENIEFF INSTITUTE OF MOVEMENT ST
    138 S OXFORD STREET
    BROOKLYN,NY11217
      PUBLIC CHARITY GENERAL FUND 5,000
    LATSKY DANCE INC
    400 WEST 43RD ST 21S
    NEW YORK,NY10036
      PUBLIC CHARITY GENERAL FUND 5,000
    LEO BAECK INSTITUTE
    15 W 16TH ST
    NEW YORK,NY10011
      PUBLIC CHARITY GENERAL FUND 10,000
    LINCOLN CENTER FOR THE PERFORMING ARTS
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 1,235,000
    LINCOLN CENTER THEATER
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 7,500
    LITTLE BRITCHES THERAPEUTIC RIDING
    30 TOPHET ROAD
    ROXBURY,CT06783
      PUBLIC CHARITY GENERAL FUND 5,000
    LOTUS MUSIC & DANCE
    310 RIVERSIDE DR ROOM 210
    NEW YORK,NY10025
      PUBLIC CHARITY GENERAL FUND 1,000
    LOWER EASTSIDE GIRLS CLUB OF NY THE
    402 E 8TH ST
    NEW YORK,NY10009
      PUBLIC CHARITY GENERAL FUND 5,000
    LUBOVITCH DANCE FOUNDATION
    229 W 42ND ST
    NEW YORK,NY10038
      PUBLIC CHARITY GENERAL FUND 5,000
    MADD
    511 EAST JOHN CARPENTER FREEWAY
    IRVING,TX75062
      PUBLIC CHARITY GENERAL FUND 1,000
    MANHATTAN THEATRE CLUB
    311 WEST 43RD STREET
    NEW YORK,NY10038
      PUBLIC CHARITY GENERAL FUND 28,500
    MARTHA GRAHAM DANCE COMPANY
    316 EAST 63RD STREET
    NEW YORK,NY10065
      PUBLIC CHARITY GENERAL FUND 50,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10065
      PUBLIC CHARITY GENERAL FUND 10,000
    METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028
      PUBLIC CHARITY GENERAL FUND 59,870
    MINOR MEMORIAL LIBRARY
    23 SOUTH STREET
    ROXBURY,CT06783
      PUBLIC CHARITY GENERAL FUND 250
    MONICA BILL BARNES & COMPANY
    1 PERRY STREET 2A
    NEW YORK,NY10014
      PUBLIC CHARITY GENERAL FUND 50,000
    MOVING FOR LIFE
    49 WEST 27TH ST
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 11,000
    MT SINAI CHILDREN'S CENTER FOUNDATION
    ONE GUSTAVE L LEVY PLACE BOX 1198
    NEW YORK,NY10029
      PUBLIC CHARITY GENERAL FUND 10,000
    MUNICIPAL ART SOCIETY OF NY THE
    488 MADISON AVE 1900
    NEW YORK,NY10022
      PUBLIC CHARITY GENERAL FUND 10,000
    MUSEUM OF ARTS AND DESIGN
    2 COLUMBUS CIRLCE
    NEW YORK,NY10019
      PUBLIC CHARITY GENERAL FUND 4,600
    MUSEUM OF MODERN ART
    11 W 53RD ST
    NEW YORK,NY10019
      PUBLIC CHARITY GENERAL FUND 24,750
    MUSEUM OF THE CITY OF NEW YORK
    1220 5TH AVENUE
    NEW YORK,NY10029
      PUBLIC CHARITY GENERAL FUND 4,615
    NATIONAL DANCE EDUCATION ORGANIZATION
    8609 2ND AVE
    SILVER SPRING,MD20910
      PUBLIC CHARITY GENERAL FUND 25,000
    NATIONAL DANCE INSTITUTE
    217 WEST 147TH STREET
    NEW YORK,NY10039
      PUBLIC CHARITY GENERAL FUND 5,000
    NATIONAL DOWN SYNDROME SOCIETY
    8 E 41ST STREET 8TH FL
    NEW YORK,NY10017
      PUBLIC CHARITY GENERAL FUND 10,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE ROAD SUITE 1200
    JENKINTOWN,PA19046
      PUBLIC CHARITY GENERAL FUND 100,000
    NAUMBURG ORCHESTRAL CONCERTS INC
    50 GLENWOOD ROAD
    PLAINVIEW,NY11803
      PUBLIC CHARITY GENERAL FUND 5,000
    NEUE GALERIE
    1048 5TH AVE
    NEW YORK,NY10028
      PUBLIC CHARITY GENERAL FUND 4,690
    NEW 42ND STREET
    229 WEST 42ND ST
    NEW YORK,NY10036
      PUBLIC CHARITY GENERAL FUND 75,000
    NEW JERSEY DANCE THEATRE ENSEMBLE
    315B SPRINGFIELD AVE
    SUMMIT,NJ07901
      PUBLIC CHARITY GENERAL FUND 10,000
    NEW SCHOOL
    72 5TH AVE
    NEW YORK,NY10011
      PUBLIC CHARITY GENERAL FUND 508,000
    NEW YORK CITY ARTS EDUCATION ROUNDTABLE
    PO BOX 2094
    NEW YORK,NY10108
      PUBLIC CHARITY GENERAL FUND 94,000
    NEW YORK CITY BALLET
    20 LINCOLN CENTER
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 19,850
    NEW YORK CITY CENTER
    131 W 55TH STREET
    NEW YORK,NY10019
      PUBLIC CHARITY GENERAL FUND 250,000
    NEW YORK CITY MISSION SOCIETY
    646 MALCOLM X BOULEVARD
    NEW YORK,NY10037
      PUBLIC CHARITY GENERAL FUND 25,000
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024
      PUBLIC CHARITY GENERAL FUND 11,300
    NEW YORK JUNIOR TENNIS & LEARNING
    58-12 QUEENS BLVD 1
    WOODSIDE,NY11377
      PUBLIC CHARITY GENERAL FUND 10,000
    NEW YORK LIVE ARTS
    219 WEST 19TH ST
    NEW YORK,NY10011
      PUBLIC CHARITY GENERAL FUND 10,000
    NEW YORK PUBLIC LIBRARY
    11 WEST 40TH ST
    NEW YORK,NY10018
      PUBLIC CHARITY GENERAL FUND 150,000
    NEW YORK PUBLIC RADIO
    160 VARICK ST
    NEW YORK,NY10013
      PUBLIC CHARITY GENERAL FUND 5,000
    NEW YORK STATE DANCE EDUCATION ASSOC
    930 LEXINGTON AVE
    NEW YORK,NY10065
      PUBLIC CHARITY GENERAL FUND 5,000
    NEW YORK STEM CELL FOUNDATION
    178 COLUMBUS AVE
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 10,000
    NEW YORK UNIVERSITY
    70 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
      PUBLIC CHARITY GENERAL FUND 25,000
    NEXT FOR AUTISM
    1430 BROADWAY 8TH FLOOR
    NEW YORK,NY10018
      PUBLIC CHARITY GENERAL FUND 2,500
    NORTHWEST CONNECTICUT LAND CONSERVANCY
    5 MAPLE STREET
    KENT,CT06757
      PUBLIC CHARITY GENERAL FUND 2,500
    NYU LANGONE HEALTH
    550 1ST AVENUE
    NEW YORK,NY10016
      PUBLIC CHARITY GENERAL FUND 2,000,000
    ORCHESTRA OF ST LUKES
    450 WEST 37TH STREET SUITE 502
    NEW YORK,NY10018
      PUBLIC CHARITY GENERAL FUND 2,500
    PARK AVENUE ARMORY
    643 PARK AVENUE
    NEW YORK,NY10065
      PUBLIC CHARITY GENERAL FUND 4,550
    PARKSIDE SCHOOL
    48 W 74TH ST
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 1,000
    PARSONS DANCE
    229 W 42ND ST 8
    NEW YORK,NY10036
      PUBLIC CHARITY GENERAL FUND 5,000
    PAUL TAYLOR DANCE COMPANY
    551 GRAND STREET
    NEW YORK,NY10002
      PUBLIC CHARITY GENERAL FUND 324,000
    PERIDANCE CONTEMPORARY DANCE COMPANY
    126 E 13TH ST
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 1,000
    PHI BETA KAPPA SOCIETY
    1606 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC20009
      PUBLIC CHARITY GENERAL FUND 2,000
    PHILADELPHIA ORCHARD PROJECT
    4000 WOODLAND AVE
    PHILADELPHIA,PA19104
      PUBLIC CHARITY GENERAL FUND 1,200
    PILOBOLUS
    601 W 26TH STREET 325-12
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 10,000
    PORT JEFFERSON YACHT CLUB FOUNDATION INC
    138 SURF AVE PASS WAY
    PORT JEFFERSON,NY11777
      PUBLIC CHARITY GENERAL FUND 10,000
    PREP FOR PREP
    328 W 71ST ST
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 2,500
    PUBLIC THEATER
    425 LAFAYETTE STREET
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 60,000
    RIVERSIDE SYMPHONY
    225 WEST 99TH STREET
    NEW YORK,NY10025
      PUBLIC CHARITY GENERAL FUND 1,000
    ROSIE'S THEATER KIDS
    445 W 45TH ST
    NEW YORK,NY10036
      PUBLIC CHARITY GENERAL FUND 5,000
    ROUNDABOUT THEATRE COMPANY
    231 W 39TH ST STE 1200
    NEW YORK,NY10018
      PUBLIC CHARITY GENERAL FUND 1,000
    ROXBURY AMBULANCE ASSOCIATION
    27 NORTH STREET
    ROXBURY,CT06783
      PUBLIC CHARITY GENERAL FUND 1,000
    ROXBURY LAND TRUST INC
    6 MINE HILL ROAD
    ROXBURY,CT06783
      PUBLIC CHARITY GENERAL FUND 2,500
    ROXBURY VOLUNTEER FIRE DEPARTMENT
    53613 STATE HIGHWAY 30
    ROXBURY,NY12474
      PUBLIC CHARITY GENERAL FUND 1,000
    RUTGERS UNIVERSITY FOUNDATION
    335 GEORGE ST SUITE 4000
    NEW BRUNSWICK,NJ08901
      PUBLIC CHARITY GENERAL FUND 25,000
    SANCTUARY FOR FAMILIES INC
    PO BOX 1406
    NEW YORK,NY10268
      PUBLIC CHARITY GENERAL FUND 10,000
    SAVE VENICE INC
    133 E 58TH ST SUITE 501
    NEW YORK,NY10022
      PUBLIC CHARITY GENERAL FUND 27,000
    SCHOOL OF AMERICAN BALLET
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 5,000
    SECOND STAGE THEATRE
    305 WEST 43RD ST
    NEW YORK,NY10036
      PUBLIC CHARITY GENERAL FUND 4,000
    SELF-HELP
    440 9TH AVE
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 15,000
    SIGNATURE THEATRE COMPANY
    480 W 42ND ST
    NEW YORK,NY10036
      PUBLIC CHARITY GENERAL FUND 3,000
    SING FOR HOPE
    575 8TH AVE
    NEW YORK,NY10018
      PUBLIC CHARITY GENERAL FUND 100,000
    SOZO IMPACT INC
    5422 HILLTOP CRESCENT
    OAKLAND,CA94618
      PUBLIC CHARITY GENERAL FUND 9,000
    ST ANN'S WAREHOUSE
    45 MAIN STREET
    BROOKLYN,NY11201
      PUBLIC CHARITY GENERAL FUND 10,000
    STEPHEN PETRONIO DANCE COMPANY INC
    140 2ND AVE 504
    NEW YORK,NY10003
      PUBLIC CHARITY GENERAL FUND 5,000
    STORM KING ART CENTER
    1 MUSEUM RD
    NEW WINDSOR,NY12553
      PUBLIC CHARITY GENERAL FUND 10,000
    STORYVILLE CENTER FOR THE SPOKEN WORD
    75 BROAD STREET 2601
    NEW YORK,NY10004
      PUBLIC CHARITY GENERAL FUND 5,000
    STREB INC
    51 N 1ST STREET
    BROOKLYN,NY11249
      PUBLIC CHARITY GENERAL FUND 2,500
    STUDIO MUSEUM IN HARLEM
    429 WEST 127TH STREET
    NEW YORK,NY10027
      PUBLIC CHARITY GENERAL FUND 10,000
    SUNFLOWER CHILDREN'S HOSPICE TRUST
    CUERDEN COTTAGE NELL LANE
      LEYLANDPR25 5TB
    UK
      PUBLIC CHARITY GENERAL FUND 1,000
    SYLVIA CENTER
    304 HUDSON ST
    NEW YORK,NY10013
      PUBLIC CHARITY GENERAL FUND 5,000
    SYMPHONY SPACE
    2537 BROADWAY
    NEW YORK,NY10025
      PUBLIC CHARITY GENERAL FUND 5,000
    TEACHERS COLLEGE COLUMBIA UNIVERSITY
    525 W 120TH ST
    NEW YORK,NY10027
      PUBLIC CHARITY GENERAL FUND 3,307,996
    THE SHED
    545 WEST 30TH STREET
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 25,000
    THE YARD
    157 COLUMBUS AVE 67 STREET
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 10,000
    TINA CROLL DANCE FOUNDATION
    240 WEST 14TH STREET APARTMENT 6
    NEW YORK,NY10011
      PUBLIC CHARITY GENERAL FUND 5,000
    TRESHOLD DANCE PROJECTS INC
    229 W 42ND ST STE 502
    NEW YORK,NY10036
      PUBLIC CHARITY GENERAL FUND 50,000
    TRINITY SCHOOL
    139 WEST 91ST ST
    NEW YORK,NY10024
      PUBLIC CHARITY GENERAL FUND 21,500
    TRISHA BROWN DANCE COMPANY
    341 W 38TH STREET SUITE 801
    NEW YORK,NY10018
      PUBLIC CHARITY GENERAL FUND 5,000
    TURTLES INC
    111 CARPENTER AVENUE
    NEW YORK,NY11579
      PUBLIC CHARITY GENERAL FUND 5,000
    UC REGENTS
    1111 FRANKLIN STREET
    OAKLAND,CA94607
      PUBLIC CHARITY GENERAL FUND 905,000
    UNIQUE PROJECTS INC
    75 BROAD ST SUITE 304
    NEW YORK,NY10004
      PUBLIC CHARITY GENERAL FUND 10,000
    UNIVERSITY OF PENNSYLVANIA
    451 WALNUT ST
    PHILADELPHIA,PA19104
      PUBLIC CHARITY GENERAL FUND 5,000
    URBAN BUSH WOMEN
    138 S OXFORD STREET 4B
    BROOKLYN,NY11217
      PUBLIC CHARITY GENERAL FUND 5,000
    USDAN CENTER
    185 COLONIAL SPRINGS RD
    WHEATLEY HEIGHTS,NY11798
      PUBLIC CHARITY GENERAL FUND 2,500
    VAIL VALLEY FOUNDATION
    90 BENCHMARK RD STE 300
    AVON,CO81620
      PUBLIC CHARITY GENERAL FUND 100,000
    VASSAR COLLEGE
    124 RAYMOND AVENUE
    POUGHKEEPSIE,NY12604
      PUBLIC CHARITY GENERAL FUND 1,285,000
    WASHINGTON ART ASSOCIATION
    4 BRYAN HALL PLAZA
    WASHINGTON DEPOT,CT06794
      PUBLIC CHARITY GENERAL FUND 1,000
    WEST SIDE COMMUNITY GARDEN
    123 WEST 89TH STREET
    NEW YORK,NY10024
      PUBLIC CHARITY GENERAL FUND 1,000
    WHITNEY MUSEUM OF AMERICAN ART
    99 GANSEVOORT STREET
    NEW YORK,NY10014
      PUBLIC CHARITY GENERAL FUND 151,350
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    NEW YORK,NY10460
      PUBLIC CHARITY GENERAL FUND 1,269
    WNET THIRTEEN
    825 8TH AVENUE
    NEW YORK,NY10019
      PUBLIC CHARITY GENERAL FUND 1,400,000
    WOMEN'S SPORT FOUNDATION
    247 WEST 30TH STREET 5TH FL
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 25,000
    WOMEN'S TENNIS ASSOCIATION
    1 PROGRESS PLAZA SUITE 1500
    SAINT PETERSBURG,FL33701
      PUBLIC CHARITY GENERAL FUND 10,000
    WOODSHED COLLECTIVE
    366 UNION STREET 4M
    BROOKLYN,NY11231
      PUBLIC CHARITY GENERAL FUND 5,000
    WORKS & PROCESS
    708 3RD AVE SUITE 1005
    NEW YORK,NY10017
      PUBLIC CHARITY GENERAL FUND 10,000
    WORLD MONUMENTS FUND
    350 5TH AVE
    NEW YORK,NY10001
      PUBLIC CHARITY GENERAL FUND 25,000
    YOUNG AUDIENCES
    171 MADISON AVE STE 200
    NEW YORK,NY10016
      PUBLIC CHARITY GENERAL FUND 100,000
    YOUNG DANCEMAKERS COMPANY
    33 CENTRAL PARK WEST
    NEW YORK,NY10023
      PUBLIC CHARITY GENERAL FUND 10,000
    Total .................................bullet 3a 26,273,061
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........
        14 314  
    4 Dividends and interest from securities....     14 2,512,546  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 3,152,975  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -815,946  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,849,889 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,849,889
    (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


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    Form 990-PF (2020)
    Additional Data


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