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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
BERNARD AND ANNE SPITZER
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)555 MADISON AVE 18TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

13-7298842
B Telephone number (see instructions)

(212) 757-5462
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$681,865,070
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,127,250 1,127,250  
4 Dividends and interest from securities... 3,235,444 3,235,444  
5a Gross rents............ 11,264,984 10,279,570  
b Net rental income or (loss) -589,583
6a Net gain or (loss) from sale of assets not on line 10 22,245,023
b Gross sales price for all assets on line 6a 88,528,897
7 Capital gain net income (from Part IV, line 2)... 22,237,441
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)....... -2,588,306 -2,737,625  
12 Total. Add lines 1 through 11........ 35,284,395 34,142,080  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 766,783     766,783
14 Other employee salaries and wages...... 502,543     502,543
15 Pension plans, employee benefits....... 307,086     307,086
16a Legal fees (attach schedule)......... 56,364 56,364    
b Accounting fees (attach schedule)....... 116,600 116,600    
c Other professional fees (attach schedule).... 92,550     92,550
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 257,184      
19 Depreciation (attach schedule) and depletion... 4,444,066 4,186,912  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 7,738,467 6,769,190   327,966
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,281,643 11,129,066   1,996,928
25 Contributions, gifts, grants paid....... 41,699,423 41,699,423
26 Total expenses and disbursements. Add lines 24 and 25 55,981,066 11,129,066   43,696,351
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,696,671
b Net investment income (if negative, enter -0-) 23,013,014
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,670,777 41,242,526 41,242,526
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.......... 802,748 655,758 655,758
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 495,987,915 423,601,314 585,199,438
14 Land, buildings, and equipment: basis bullet54,766,323
Less: accumulated depreciation (attach schedule) bullet13,747,478 42,999,819 41,018,845 54,766,323
15 Other assets (describe bullet) 476,347 1,025 1,025
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 543,937,606 506,519,468 681,865,070
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 5,000,000 5,000,000
22 Other liabilities (describe bullet) 1,446,282 242,116
23 Total liabilities (add lines 17 through 22)......... 6,446,282 5,242,116
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 537,491,324 501,277,352
29 Total net assets or fund balances (see instructions)..... 537,491,324 501,277,352
30 Total liabilities and net assets/fund balances (see instructions). 543,937,606 506,519,468
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
537,491,324
2
Enter amount from Part I, line 27a .....................
2
-20,696,671
3
Other increases not included in line 2 (itemize) bullet
3
1,887
4
Add lines 1, 2, and 3 ..........................
4
516,796,540
5
Decreases not included in line 2 (itemize) bullet
5
15,519,188
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
501,277,352
Form 990-PF (2021)
Form 990-PF (2021)
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 5168 ALLEGIANT TRAVEL CO P 2021-05-10 2021-07-13
b 27827 BARRICK GOLD CORP P 2021-02-19 2021-07-13
c 25300 CONCRETE PUMPING P 2021-01-21 2021-07-13
d 100000 EMX RTY CORP P 2021-02-23 2021-07-13
e 15000 EQT CORPORATION P 2021-06-11 2021-07-13
5000 GOLDMAN SACHS P 2021-01-08 2021-07-13
64399 NOV INC P 2021-06-25 2021-07-13
9938 NEWMONT CORP P 2020-12-28 2021-07-13
8000 PRECISION DRILLING CORP P 2021-06-25 2021-07-14
17889 SANDSTORM GOLD P 2021-03-22 2021-07-13
7500 VIASAT INC P 2021-06-04 2021-07-13
894128.100 GOLUB CAP BDC INC P 2020-05-15 2021-09-28
685079.900 GOLUB CAPITAL PARTNERS IV, LP P 2016-08-12 2021-09-21
34600.000 GOLUB CAPITAL PARTNERS IV, LP P 2018-01-29 2021-09-28
FRACTIONS ROC ABERDEEN STD GOLD P 2021-07-01 2021-07-01
FRACTIONS ROC GOLDMAN SACHS P 2021-07-01 2021-07-01
15000000 GOLUB CAP BDC NOTE P 2020-09-29 2021-05-24
31405 ALLIANCE RESOURCE PARTNERS P 2021-12-31 2021-07-13
39000 ALTIUS MINERALS CORP P 2021-12-31 2021-07-13
65000 ANTERO RES CORP P 2021-12-31 2021-07-13
100000 ANTERO MIDSTREAM CORP P 2021-12-31 2021-07-13
20671 CAMECO CORP P 2021-12-31 2021-07-13
15000 CINER RES LP P 2021-12-31 2021-07-13
14453 CONCRETE PUMPING P 2021-12-31 2021-07-13
46272 CONSOL ENERGY P 2021-12-31 2021-07-13
13118 EOG RES INC P 2021-12-31 2021-07-13
963 GOLDMAN SACHS P 2021-12-31 2021-07-13
980422 GOLUB CAP BDC INC P 2021-12-31 2021-09-28
676 MARTIN MARIETTA MATL P 2021-12-31 2021-07-13
17000 PRECISION DRILLING CORP P 2021-12-31 2021-07-14
13913 SPROTT PHYSICAL GOLD TRUST P 2021-12-31 2021-07-13
1000 TEXAS PAC LD P 2021-12-31 2021-07-13
15159 VIASAT INC P 2021-12-31 2021-07-13
39500 VISTA OUTDOOR INC P 2021-12-31 2021-07-13
2783 ABERDEEN STD GOLD P 2021-01-05 2021-07-13
NET SHORT TERM VARIOUS P   2021-12-31
NET LONG TERM VARIOUS P   2021-12-31
K-1 PASSTHRU NET L/T GAIN P   2021-12-31
K-1 PASSTHRU SECTION 1231 GAIN P   2021-12-31
K-1 PASSTHRU SEC 1256 SHORT TERM PORTION P   2021-12-31
K-1 PASSTHRU SEC 1256 LONG TERM PORTION P   2021-12-31
K-1 PASSTHRU NET SHORT TERM GAIN P   2021-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 980,280   828,577 151,703
b 588,816   488,337 100,479
c 201,153   120,934 80,219
d 292,432   317,435 -25,003
e 323,435   332,599 -9,164
89,824   90,550 -726
963,599   1,451,839 -488,240
629,501   481,876 147,625
308,405   310,408 -2,003
140,591   125,218 15,373
370,009   272,580 97,429
13,367,323   14,645,818 -1,278,495
10,242,276   11,221,609 -979,333
517,267   571,306 -54,039
6   6  
16   16  
15,598,200   14,988,000 610,200
235,832   131,219 104,613
512,903   506,521 6,382
951,417   362,546 588,871
1,006,383   580,168 426,215
367,141   242,471 124,670
206,666   330,115 -123,449
114,912   69,272 45,640
858,705   743,977 114,728
1,086,379   704,301 382,078
17,300   17,489 -189
14,657,234   13,465,146 1,192,088
238,424   140,016 98,408
688,634   659,600 29,034
198,398   188,411 9,987
1,532,955   695,276 837,679
747,862   609,834 138,028
1,609,055   521,826 1,087,229
48,230   50,632 -2,402
1,556,891     1,556,891
136,876     136,876
16,921,751     16,921,751
228     228
    7,178 -7,178
    10,768 -10,768
214,006     214,006
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       151,703
b       100,479
c       80,219
d       -25,003
e       -9,164
      -726
      -488,240
      147,625
      -2,003
      15,373
      97,429
      -1,278,495
      -979,333
      -54,039
       
       
      610,200
      104,613
      6,382
      588,871
      426,215
      124,670
      -123,449
      45,640
      114,728
      382,078
      -189
      1,192,088
      98,408
      29,034
      9,987
      837,679
      138,028
      1,087,229
      -2,402
      1,556,891
      136,876
      16,921,751
      228
      -7,178
      -10,768
      214,006
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 22,237,441
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 24,549,308
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 319,881
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- ..... 5 319,881
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 468,702
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.............. 7 468,702
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 148,821
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet148,821 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2021)
Form 990-PF (2021)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressbullet(NYS ATTORNEY GENERAL) WWW.CHARITIESNYS.COM
14
The books are in care ofbulletTHE CHARITABLE TRUST Telephone no.bullet (212) 757-5462

Located atbullet555 MADISON AVE 18TH FLOORNEW YORKNY ZIP+4bullet100223300
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
and enter the amount of tax-exempt interest received or accrued during the year ........bullet
15
 
16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
c
Organizations relying on a current notice regarding disaster assistance check here ........bullet
d
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 2021? .............
1d
 
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 2021, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2021?....................
2a
 
No
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? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
4b
 
No
Form 990-PF (2021)
Form 990-PF (2021)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........bullet
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EMILY SPITZER Trustee
1.00
0    
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
ANNE SPITZER Trustee
1.00
0    
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
DANIEL EVAN SPITZER Trustee
1.00
0    
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
ELIOT L SPITZER Trustee
1.00
0    
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
SARA C KAY CEO
35.00
507,412 37,771  
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
DANA C YOU COO
35.00
201,300 20,300  
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
GABRIA L FISCHER-SHAY EE
35.00
82,000 8,300  
555 MADISON AVENUE 18TH FLOOR
NEW YORK,NY100223300
IAN PHILP EE
35.00
80,385    
555 MADISON AVENUE 18TH FLOOR
NEW YORK,NY100223300
SARAH E FRENCH EE
35.00
111,130 11,200  
555 MADISON AVENUE 18TH FLOOR
NEW YORK,NY100223300
JEAN M ROSS EE
35.00
150,661 15,194  
555 MADISON AVENUE 18TH FLOOR
NEW YORK,NY100223300
Total number of other employees paid over $50,000...................bullet  
Form 990-PF (2021)
Form 990-PF (2021)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MINTZ LEVIN COHN FERRIS GLOVSKY & POPEO PC LEGAL 45,914
666 THIRD AVENUE
NEW YORK,NY10017
PBR EXECUTIVES SEARCH CONSULTANT 60,000
24 RABBIT HILL RD
NEW PRESTON,CT06777
LEON D ALPERN & CO ACCOUNTING 116,600
100 CROSSWAYS PK DR WEST 401
WOODBURY,NY11797
Total number of others receiving over $50,000 for professional services.............bullet  
Part VIII-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 VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................bullet  
Form 990-PF (2021)
Form 990-PF (2021)
Page 8
Part IX
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
539,502,479
b
Average of monthly cash balances.......................
1b
22,456,653
c
Fair market value of all other assets (see instructions)................
1c
119,656,230
d
Total (add lines 1a, b, and c).........................
1d
681,615,362
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
10,500,000
3
Subtract line 2 from line 1d.........................
3
671,115,362
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,066,730
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
661,048,632
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
33,052,432
Part X
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 IX, line 6..................
1
33,052,432
2a
Tax on investment income for 2021 from Part V, line 5.......
2a
319,881
b
Income tax for 2021. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
319,881
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
32,732,551
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
32,732,551
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
32,732,551
Part XI
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
43,696,351
b
Program-related investments—total from Part VIII-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 XII, line 4.
4
43,696,351
Form 990-PF (2021)
Form 990-PF (2021)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2020
(c)
2020
(d)
2021
1 Distributable amount for 2021 from Part X, line 7 32,732,551
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only....... 5,392,657
b Total for prior years:20, 20, 20  
3 Excess distributions carryover, if any, to 2021:
a From 2016......  
b From 2017......  
c From 2018......  
d From 2019......  
e From 2020......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2021 from Part
XI, line 4: bullet$ 43,696,351
a Applied to 2020, but not more than line 2a 5,392,657
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 2021 distributable amount..... 32,732,551
e Remaining amount distributed out of corpus 5,571,143
5 Excess distributions carryover applied to 2021.    
(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 5,571,143
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 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2022 ..........
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 2016 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2022.
Subtract lines 7 and 8 from line 6a ......
5,571,143
10 Analysis of line 9:
a Excess from 2017....  
b Excess from 2018....  
c Excess from 2019....  
d Excess from 2020....  
e Excess from 2021.... 5,571,143
Form 990-PF (2021)
Form 990-PF (2021)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2021, 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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2021 (b) 2020 (c) 2019 (d) 2018
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
ANNE SPITZER
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
ANNE SPITZER
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here bullet
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FUND MANAGERS
555 MADISON AVE 18TH FLOOR
NEW YORK,NY100223300
(212) 757-5462
bThe form in which applications should be submitted and information and materials they should include:
DESCRIPTION OF CHARITABLE ORGANIZATION AND PURPOSE UNDER IRC SECTIONS 170(C), 2522(A) AND 2055(A).
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE TRUST MAKES CONTRIBUTIONS TO CORPORATIONS, ORGANIZATIONS, FOUNDATIONS, INSTITUTIONS OR FUNDS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, WHICH ARE THEMSELVES QUALIFYING EXEMPT ORGANIZATIONS, PURSUANT TO ARTICLE 4(A) OF ITS CERTIFICATE OF INCORPORATION.
Form 990-PF (2021)
Form 990-PF (2021)
Page 11
Part XIV
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
AMERICAN MUSEUM OF NATURAL HISTORY


200 CENTRAL PARK WEST
NEW YORK,NY10004
NONE EXEMPT GENERAL PURPOSE 220,000
EQUAL JUSTICE WORKS


1730 M ST NW SUITE 800
WASHINGTON,DC20036
NONE EXEMPT GENERAL PURPOSE 10,000
JUVENILE DIABETES RESEARCH FOUNDATI


200 VESEY STREET 128TH FL
NEW YORK,NY10281
NONE EXEMPT GENERAL PURPOSE 300,000
THE METROPOLITAN MUSEUM OF ART


1000 5TH AVENUE
NEW YORK,NY10028
NONE EXEMPT GENERAL PURPOSE 20,000
PUBLIC CITIZEN FOUNDATION


1600 20TH STREET NW
WASHINGTON,DC20009
NONE EXEMPT GOVERNMENT ACCOUNTABILITY AND REFORM 500,000
THE 21ST CENTURY FND CITY COLLEGE N


154 CONVENT AVENUE
NEW YORK,NY10031
NONE EXEMPT ANNE AND BERNARD SPITZER SCHOOL OF ARCHITECTURE 2,000,000
SCENIC HUDSON


ONE CIVIC CENTER PLAZA SUITE 200
POUGHKEEPSIE,NY12601
NONE EXEMPT GENERAL PURPOSE 25,000
GRAND STREET SETTLEMENT


80 PITT ST
NEW YORK,NY10002
NONE EXEMPT SECOND CENTURY CAPITAL CAMPAIGN 200,000
NEW YORK PUBLIC RADIO


160 VARICK STREET 9TH FL
NEW YORK,NY10013
NONE EXEMPT GENERAL PURPOSE 1,000
PASSTHRU CONTRIBUTIONS FROM K-1


730 FIFTH AVE 2202
NEW YORK,NY10019
NONE EXEMPT GENERAL PURPOSE 19,023
RABBI JACOB JOSEPH SCHOOL


1 PLAINFIELD AVENUE
EDISON,NJ08817
NONE EXEMPT BOBBIE'S PLACE 100,000
US-AFRICA CHILDREN'S FELLOWSHIP


475 14TH STREET
BROOKLYN,NY11215
NONE EXEMPT GENERAL PURPOSE 20,000
UNITED HOSPITAL FUND


1411 BROADWAY 12TH FL
NEW YORK,NY10118
NONE EXEMPT GENERAL PURPOSE 2,500
UNION SETTLEMENT ASSOCIATION


237 EAST 104TH ST
NEW YORK,NY10029
NONE EXEMPT GENERAL PURPOSE 100,000
ALLIANCE FOR JUSTICE


11 DUPONT CIRCLE NW STE 500
WASHINGTON,DC20036
NONE EXEMPT JUSTICE PROGRAM 150,000
ANOTHER STEP


706 EXECUTIVE BLVD
VALLEY COTTAGE,NY10989
NONE EXEMPT GENERAL PURPOSE 50,000
REPRIEVE US


PO BOX 3657
NEW YORK,NY10174
NONE EXEMPT GENERAL PURPOSE 250,000
BREAD FOR THE CITY


1525 SEVENTH STREET NW
WASHINGTON,DC20001
NONE EXEMPT GENERAL PURPOSE 25,000
DOCTORS WITHOUT BORDERS USA


40 RECTOR STREET 16TH FL
NEW YORK,NY10006
NONE EXEMPT GENERAL PURPOSE 1,000
EARTHJUSTICE


50 CALIFORNIA ST SUITE 500
SAN FRANCISCO,CA94111
NONE EXEMPT FARMING FOR THE FUTURE 500,000
EARTHWATCH INSTITUTE


1380 SOLDIERS FIELD RD STE 2700
BOSTON,MA02135
NONE EXEMPT GENERAL PURPOSE 15,000
FOOD BANK OF THE HUDSON VALLEY


965 ALBANY-SHAKER ROAD
LATHAM,NY12110
NONE EXEMPT GENERAL PURPOSE 20,000
JAWONIO FOUNDATION


260 NORTH LITTLE TOR RD
NEW CITY,NY10956
NONE EXEMPT GENERAL PURPOSE 3,600
JCC ROCKLAND


450 W NYACK RD
WEST NYACK,NY10994
NONE EXEMPT GENERAL PURPOSE 18,000
MEALS ON WHEELS PROG SVCS ROCKLAND


121 W NYACK RD
NANUET,NY10954
NONE EXEMPT GENERAL PURPOSE 25,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY


733 3RD AVE
NEW YORK,NY10017
NONE EXEMPT FOR THE NYC - SOUTHERN NEW YORK CHAPTER 10,000
THE AMERICAN FDN FOR SUICIDE PREVEN


199 WATER STREET 11TH FLOOR
NEWYORK,NY10038
NONE EXEMPT GENERAL PURPOSE 10,000
VIOLENCE POLICY CENTER


1025 CONNECTICUT AVE NW SUITE 1210
WASHINGTON,DC20036
NONE EXEMPT GENERAL PURPOSE 20,000
WASHINGTON LEGAL CLINIC FOR THE HOM


1200 U ST NW 3 3RD FLOOR
WASHINGTON,DC20009
NONE EXEMPT GENERAL PURPOSE 400,000
WORLD WILDLIFE FUND


1250 24TH ST NW
WASHINGTON,DC20037
NONE EXEMPT GENERAL PURPOSE 25,000
AIDS WALK RUN BOSTON


175 AMORY STREET
BOSTON,MA02119
NONE EXEMPT GENERAL PURPOSE 15,000
BROOKLYN GREENWAY INITIATIVE


19 MORRIS AVENUE BLDG 128
BROOKLYN,NY11205
NONE EXEMPT GENERAL PURPOSE 5,000
CHAI LIFELINE


151 WEST 30TH STREET 3RD FLOOR
NEW YORK,NY10001
NONE EXEMPT GENERAL PURPOSE 36,000
CORAL REEF ALLIANCE


548 MARKET ST STE 29802
SAN FRANCISCO,CA94104
NONE EXEMPT GENERAL PURPOSE 5,000
DC CENTRAL KITCHEN


425 2ND STREET NW
WASHINGTON,DC20001
NONE EXEMPT CAPITAL CAMPAIGN 25,000
IMMIGRANT JUSTICE CORPS


17 BATTERY PLACE SUITE 1234
NEW YORK,NY10004
NONE EXEMPT GENERAL PURPOSE 500,000
INTERNATIONAL RESCUE COMMITTEE


122 EAST 42ND STREET
NEW YORK,NY10168
NONE EXEMPT GENERAL PURPOSE 25,000
MARTHA'S TABLE


2375 EVANS RD SE
WASHINGTON,DC20020
NONE EXEMPT GENERAL PURPOSE 25,000
MIDDLEBURY COLLEGE


14 OLD CHAPEL RD
MIDDLEBURY,VT05753
NONE EXEMPT GENERAL PURPOSE 10,000
OCEAN CONSERVANCY


1300 19TH STREET NW 8TH FL
WASHINGTON,DC20036
NONE EXEMPT GENERAL PURPOSE 10,000
PROTEUS FUND


15 RESEARCH DRIVE SUITE B
AMHERST,MA01002
NONE EXEMPT PIPER FUND 400,000
REEF ENVIROMENTAL EDUCATION FOUNDAT


PO BOX 370246
KEY LARGO,FL33037
NONE EXEMPT GENERAL PURPOSE 5,000
THE MICHAEL J FOX FDN FOR PARKINSON


GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY10163
NONE EXEMPT GENERAL PURPOSE 200,000
THE OCEAN FOUNDATION


1320 19TH STREET NW 5TH FL
WASHINGTON,DC20036
NONE EXEMPT GENERAL PURPOSE 5,000
THE REFORM TEMPLE OF ROCKLAND


330 N HIGHLAND AVENUE
UPPER NYACK,NY10960
NONE EXEMPT GENERAL PURPOSE 10,000
REGENT OF THE UNIV OF CAL AT SAN DI


9500 GILMAN DR
LA JOLLA,CA92093
NONE EXEMPT SPINAL CORD INJURY RESEARCH PROGRAM 242,000
WARRIOR-SCHOLAR PROJECT


1012 14TH STREET NW STE 1200
WASHINGTON,DC20005
NONE EXEMPT GENERAL PURPOSE 5,000
WASH LAWY CMTE FOR CIVIL RTS URB AF


700 14TH ST NW STE 400
WASHINGTON,DC20005
NONE EXEMPT GENERAL PURPOSE 25,000
AMERICAN CAMP ASSOCIATION


5000 STATE ROAD 67 NORTH
MARTINSVILLE,IN46151
NONE EXEMPT CAMP LEE MAR 2,500
THE AMERICAN CONSTITUTION SOCIETY


1899 L STREET NW 2ND FLOOR
WASHINGTON,DC20036
NONE EXEMPT GENERAL PURPOSE 500,000
BIPARTISAN POLICY CENTER


1225 EYE STREET NW SUITE 1000
WASHINGTON,DC20005
NONE EXEMPT DECARBONIZATION, CLEAN INFRASTRUCTURE AND ENVIRONMENTAL EQUITY PROJECT - $550,000 550,000
CENTER ON BUDGET AND POLICY PRIORIT


1275 FIRST ST NE STE 1200
WASHINGTON,DC20002
NONE EXEMPT GENERAL PURPOSE AND STATE PRIORITIES PARTNERSHIP 2,001,000
CENTER FOR CLIMATE AND ENERGY SOLUT


3100 CLARENDON BLVD SUITE 800
ARLINGTON,VA22201
NONE EXEMPT CLIMATE INNOVATION 2050 500,000
CITIZENS FOR RESPONS AND ETHICS IN


1331 F ST NW STE 900
WASHINGTON,DC20004
NONE EXEMPT GENERAL PURPOSE 500,000
CLEAN AIR TASK FORCE


114 STATE STREET 6TH FLOOR
BOSTON,MA02109
NONE EXEMPT CLEAN ENERGY STANDARDS - $500,000STATE CES WORK AND GENERAL PURPOSE - $500,000 1,000,000
COMMUNITY CATALYST


ONE FEDERAL STREET 5TH FLOOR
BOSTON,MA02110
NONE EXEMPT COVERAGE SAFETY NET PROJECT 750,000
CONSERVATION INTERNATIONAL


2011 CRYSTAL DRIVE SUITE 500
ARLINGTON,VA22202
NONE EXEMPT RESCUE (RETETI ELEPHANT SANCTUARY 5,000
CONSTITUTIONAL ACCOUNTABILITY CENTE


1200 18TH STREET NW SUITE 501
WASHINGTON,DC20036
NONE EXEMPT GENERAL PURPOSE 500,000
DENNIS P MCHUGH PIERMONT PUBLIC LIB


25 FLYWHEEL PARK WEST
PIERMONT,NY10968
NONE EXEMPT GENERAL PURPOSE 10,000
ENERGY INNOVATION REFORM PROJECT


2433 N KENMORE ST
ARLINGTON,VA22207
NONE EXEMPT GENERAL PURPOSE 500,000
ENERGY OPTIONS NETWORK


120 LAKE VIEW AVE
CAMBRIDGE,MA02138
NONE EXEMPT GENERAL PURPOSE 500,000
GREAT PLAINS INST FOR SUSTAINABLE D


2801 21ST AVE S SUITE 220
MINNEAPOLIS,MN55407
NONE EXEMPT GENERAL PURPOSE 600,000
HUMANE RESCUE ALLIANCE


71 OGLETHORPE ST NW
WASHINGTON,DC20011
NONE EXEMPT GENERAL PURPOSE 5,000
INFORMATION TECH AND INNOVATION FDN


700 K STREET NW STE 600
WASHINGTON,DC20001
NONE EXEMPT CLEAN ENERGY INNOVATION POLICY PROJECT 450,000
INTERIM HOUSE INC


333 WEST UPSAL STREET
PHILADELPHIA,PA19119
NONE EXEMPT GENERAL PURPOSE 2,000
KEEP ROCKLAND BEAUTIFUL


120-126 NORTH MAIN ST 2ND FL ANNEX
NEW CITY,NY10956
NONE EXEMPT GENERAL PURPOSE 5,000
LEGAL AID SOCIETY OF DC


1331 H STREET NW STE 350
WASHINGTON,DC20005
NONE EXEMPT GENERAL PURPOSE 25,000
MAZON A JEWISH RESPONSE TO HUNGER


10850 WILSHIRE BLVD SUITE 400
LOS ANGELES,CA90024
NONE EXEMPT GENERAL PURPOSE 20,000
NATIONAL IMMIGRATION LAW CENTER


3450 WILSHIRE BLVD STE 108-62
LOS ANGELES,CA90010
NONE EXEMPT GENERAL PURPOSE 600,000
NATIONAL SECURITY ARCHIVE FUND


2130 H STREET NW STE 701
WASHINGTON,DC20037
NONE EXEMPT GENERAL PURPOSE 300,000
NATIONAL WOMEN'S LAW CENTER


11 DUPONT CIRCLE NW 800
WASHINGTON,DC20036
NONE EXEMPT ADVANCING ECONOMIC JUSTICE 350,000
NEO PHILANTHROPY


45 W 36TH STREET 6TH FLOOR
NEW YORK,NY10018
NONE EXEMPT STATE INFRASTRUCTURE FUND - $1,500,000 1,500,000
NY PUBLIC INTEREST RESEARCH GROUP F


9 MURRAY STREET LOWER LEVEL
NEW YORK,NY10007
NONE EXEMPT GENERAL PURPOSE 25,000
NEW YORK UNIVERSITY


22 WASHINGTON SQUARE NORTH
NEW YORK,NY10011
NONE EXEMPT INSTITUTE FOR POLICY INTEGRITY SUPPORTING STRONG ENVIRONMENTAL SAFEGUARDS - $350,000TAX LAW CENTER - $500,000 850,000
NEXT FOR AUTISM


1177 AVENUE OF THE AMERICAS 5TH FL
NEW YORK,NY10036
NONE EXEMPT GENERAL PURPOSE 30,000
NORTH BROOKLYN ANGELS


127 KENT ST
BROOKLYN,NY11222
NONE EXEMPT GENERAL PURPOSE 5,000
MONTEFIORE NYACK HOSPITAL FOUNDATIO


160 N MIDLAND AVE
NYACK,NY10960
NONE EXEMPT GENERAL PURPOSE 25,000
PENGUIN PLAYERS LTD


PO BOX 91
STONY POINT,NY10980
NONE EXEMPT GENERAL PURPOSE 10,000
PROJECT ON GOVERNMENT OVERSIGHT


1100 13TH STREET STE 800
WASHNGTON,DC20005
NONE EXEMPT GENERAL PURPOSE 600,000
THE BREAKTHROUGH INSTITUTE


436 14TH STREET SUITE 820
OAKLAND,CA94612
NONE EXEMPT FOOD & FARMING PROGRAM - $400,000GENERAL PURPOSE - $500,000 900,000
THE LEADERSHIP CONFERENCE EDUCATION


1620 L STREET NW SUITE 1100
WASHINGTON,DC20036
NONE EXEMPT GENERAL PURPOSE 800,000
THE LUNCHBOX FUND


PO BOX 10
NEW YORK,NY10276
NONE EXEMPT GENERAL PURPOSE 10,000
PROTECT DEMOCRACY PROJECT


2020 PENNSYLVANIA AVE NW 163
WASHINGTON,DC20006
NONE EXEMPT GENERAL PURPOSE 500,000
THE RICHARDSON CTR FOR GLOBAL ENGAG


216 WASHINGTON AVE SUITES 1 2
SANTA FE,NM87501
NONE EXEMPT GENERAL PURPOSE 25,000
THICH NHAT HANH FOUNDATION


2499 MELRU LANE
ESCONDIDO,CA92026
NONE EXEMPT GENERAL PURPOSE 20,000
THIRD WAY INSTITUTE


1025 CONNECTICUT AVE NW SUITE 400
WASHINGTON,DC20036
NONE EXEMPT CLIMATE AND CLEAN ENERGY INNOVATION CAMPAIGN 500,000
TZEDEK DC


4340 CONNECTICUT AVE NW
WASHINGTON,DC20008
NONE EXEMPT GENERAL PURPOSE 9,000
WHEDCO


50 EAST 168TH STREET
BRONX,NY10452
NONE EXEMPT GENERAL PURPOSE 6,000
WORLD RESOURCES INSTITUTE


10 G STREET NE SUITE 800
WASHINGTON,DC20002
NONE EXEMPT DEEP DECARBONIZATION AND CARBON CAPTURE PROJECT 550,000
ACTIVATE GLOBAL INC


2600 10TH ST STE 300
Berkeley,CA94710
NONE EXEMPT GENERAL PURPOSE 300,000
AMERICAN OVERSIGHT


1030 15th St NW
Washington,DC20005
NONE EXEMPT GENERAL PURPOSE 400,000
ARLINGTON FOOD ASSISTANCE CENTER


PO BOX 6261
Arlington,VA22206
NONE EXEMPT GENERAL PURPOSE 2,000
BROOKLYN ACADEMY OF MUSIC INC


30 Lafayette Ave
Brooklyn,NY11217
NONE EXEMPT GENERAL PURPOSE 10,000
CAIR COALITION


1025 CONNECTICUT AVE NW STE 701
Washington,DC20006
NONE EXEMPT GENERAL PURPOSE 10,000
CENTER FOR LAW SOCIAL POLICY


1310 L STREET NW STE 900
Washington,DC20005
NONE EXEMPT ADVANCING STRATEGIES TO ALIGN PROGRAMS AND PROTECTING IMMIGRANT FAMILIES CAMPAIGN 377,500
CHURCHES UNITED FOR FAIR HOUSING


7 Marcus Garvey Blvd
Brooklyn,NY11206
NONE EXEMPT GENERAL PURPOSE 5,000
COMMITTEE TO PROTECT JOURNALISTS


330 7th Ave 11
New York,NY10001
NONE EXEMPT GENERAL PURPOSE 25,000
ENVIRONMENTAL AND ENERGY STUDY INST


1020 19th Street NW Suite 400
Washington,DC20036
NONE EXEMPT GENERAL PURPOSE 300,000
ENVIRONMENTAL DEFENSE FUND


257 PARK AVE 16TH FL
New York,NY10010
NONE EXEMPT INNOVATION PROJECT 250,000
GALAPAGOS CONSERVANCY


11150 Fairfax Blvd 408
Fairfax,VA22030
NONE EXEMPT GENERAL PURPOSE 5,000
GIFFORDS LAW CENTER TO PREVENT GUN


268 Bush Street 555
San Francisco,CA94104
NONE EXEMPT GENERAL PURPOSE 25,000
HUMAN RIGHTS FIRST


75 Broad St 31st Floor
New York,NY10004
NONE EXEMPT GENERAL PURPOSE 10,000
INTERNATIONAL ANTI-POACHING FOUNDAT


1655 N Fort Myer Drive 700
Arlington,VA22209
NONE EXEMPT GENERAL PURPOSE 15,000
KELLERMANN FOUNDATION


PO Box 832809
Richardson,TX75083
NONE EXEMPT BWINDI COMMUNITY HOSPITAL - $50,000KISHANDA SCHOOL - $90,000 140,000
LEWA WILDLIFE CONSERVANCY USA


38 MILLER AVE 507
MILL VALLEY,CA94941
NONE EXEMPT GENERAL PURPOSE 5,000
NUCLEAR INNOVATION ALLIANCE


56 OLIVER DR
BREWSYTER,MA02631
NONE EXEMPT GOOD ENERGY COLLECTIVE 850,000
PANTHERA


8 W 40th St 18th Floor
New York,NY10018
NONE EXEMPT GENERAL PURPOSE 5,000
REPORTERS COMM FOR FREEDOM OF THE P


1156 15th St NW STE 1020
Washington,DC20005
NONE EXEMPT GENERAL PURPOSE 25,000
SIERRA CLUB FOUNDATION


2101 Webster St 1250
Oakland,CA94612
NONE EXEMPT GENERAL PURPOSE 10,000
THE ARC FOUNDATION OF ROCKLAND INC


210 ROUTE 303
VALLEY COTTAGE,NY10989
NONE EXEMPT GENERAL PURPOSE 150,000
THE GERMAN MARSHALL FUND OF THE US


1744 E STREET NW
Washington,DC20009
NONE EXEMPT ALLIANCE FOR SECURING DEMOCRACY 500,000
THE HOPEWELL FUND


1828 L ST NW STE 300d
Washington,DC20036
NONE EXEMPT ARTICLE V PUBLIC EDUCATION CAMPAIGN 250,000
THE NATIONAL HEALTH LAW PROGRAM INC


3701 WILSHIRE BLVD
LOS ANGELES,CA90010
NONE EXEMPT INTERNSHIP - $30,000MAINTAINING AND EXPANDING MEDICAID AND THE ACA - $750,000 780,000
WILLIAMS J BRENNAN JR CNTR FOR JUST


120 Broadway 1750
New York,NY10271
NONE EXEMPT GENERAL PURPOSE 50,000
AMERICAN FLOOD COALITION


1501 M ST NW SUITE 430
WASHINGTON,DC20005
NONE EXEMPT GENERAL PURPOSE 270,000
ARIZONA COMMUNITY FOUNDATION


2201 E CAMELBACK RD 405B
PHOENIX,AZ85016
NONE EXEMPT EITC POOLED FUND 300,000
BROOKLYN HOSPITAL FOUNDATION INC


121 DEKALB AVENUE
BROOKLYN,NY11201
NONE EXEMPT COVID-19 FUND 1,000
CAMPAIGN LEGAL CENTER INC


1101 14TH ST NW 400
WASHINGTON,DC20005
NONE EXEMPT GENERAL PURPOSE 225,000
CARBON 180


1140 3RD ST NE
WASHINGTON,DC20002
NONE EXEMPT GENERAL PURPOSE 300,000
CENTER FOR ELECTION INNOVATION RESE


1120 CONNECTICUT AVE NW STE 1040
WASHINGTON,DC20036
NONE EXEMPT GENERAL PURPOSE 300,000
CENTER FOR POPULAR DEMOCRACY


449 TROUTMAN ST STE A
BROOKLYN,NY11237
NONE EXEMPT FAMILY ECONOMIC SECURITY 500,000
CLIMATEWORKS FOUNDATION


235 MONTGOMERY ST 13TH FL
SAN FRANCISCO,CA94104
NONE EXEMPT CARBON DIOXIDE REMOVAL FUND 1,000,000
ECONOMIC POLICY INSTITUTE


1225 I ST NW 600
WASHINGTON,DC20005
NONE EXEMPT GENERAL PURPOSE AND LABOR STANDARDS ENFORCEMENT PROJECT 650,000
EDUCATION BRIDGE


2043 SOUTH BEND AVENUE 278
SOUTH BEND,IN46637
NONE EXEMPT GENERAL PURPOSE 6,000
ELEPHANT COOPERATION


110 E AVENIDA PALIZADA 301
SAN CLEMENTE,CA92672
NONE EXEMPT COMMUNITY COMMERCE & SUSTAINABILITY - COMACO 5,000
GEORGETOWN UNIVERSITY


600 NEW JERSEY AVE NW
WASHINGTON,DC20001
NONE EXEMPT INSTITUTE FOR CONSTITUTIONAL ADVOCACY AND PROTECTION ANTI MILITIA INITIATIVE - $150,000GEORGETOWN LAW SCHOOL - $10,000 160,000
INSTITUTE FOR NONPROFIT NEWS


8549 WILSHIRE BLVD 2294
BEVERLY HILLS,CA90211
NONE EXEMPT GENERAL PURPOSE 400,000
KEYSTONE RESEARCH CENTER


412 N 3RD ST
HARRISBURG,PA17101
NONE EXEMPT PA BUDGET & POLICY CENTER WE THE PEOPLE PROJECT 137,500
LAWYERS ALLIANCE FOR NEW YORK


171 MADISON AVE 9TH FL
NEW YORK,NY10016
NONE EXEMPT GENERAL PURPOSE 15,000
LEAGUE OF WOMEN VOTERS EDUCATION FU


1233 20TH ST NW STE 500
WASHINGTON,DC20036
NONE EXEMPT GENERAL PURPOSE 400,000
LEGAL AID CHICAGO


120 S LASALLE ST STE 900
CHICAGO,IL60603
NONE EXEMPT GENERAL PURPOSE 25,000
MICHIGAN LEAGUE FOR PUBLIC POLICY


1223 TURNER RD G1
LANSING,MI48906
NONE EXEMPT ECONOMIC JUSTICE PROJECT 125,000
NATIONAL JEWISH HEALTH


10 E 102ND ST
NEW YORK,NY10029
NONE EXEMPT GENERAL PURPOSE 10,000
NEW VENTURE FUND


1828 L STREET NW STE 300a
WASHINGTON,DC20036
NONE EXEMPT GROUNDWORK COLLABORATIVE - $500,000FAIR REPRESENTATION IN REDISTRICTING INITIATIVE - $600,000TRUSTED ELECTIONS FUND - $795,000 1,895,000
SHELDRICK WILDLIFE TRUST USA


25283 CABOT RD STE 101
LAGUNA HILLS,CA92653
NONE EXEMPT GENERAL PURPOSE 5,000
SOUTHERN COALITION FOR SOCIAL JUSTI


1415 W NORTH CAROLINA HWY54 STE 101
DURHAM,NC27707
NONE EXEMPT REDISTRICTING PROGRAM 400,000
SPECIAL OLYMPICS INC


1133 19TH ST NW 12TH FL
WASHINGTON,DC20036
NONE EXEMPT SPECIAL OLYMPICS EMERGENCY RELIEF FUND 10,000
THE COMMONWEALTH INST FOR FISCAL AN


1329 E CARY ST 200
RICHMOND,VA23219
NONE EXEMPT GENERAL PURPOSE 150,000
THE ENERGY FOR GROWTH HUB


1015 15TH STREET NW 6TH FLOOR
WASHINGTON,DC20005
NONE EXEMPT GENERAL PURPOSE 500,000
THE MIAMI FOUNDATION


40 NW 3RD ST 305
MIAMI,FL33128
NONE EXEMPT NEWSMATCH 250,000
TRUSTEES OF COLUMBIA UNIVERSITY IN


1255 AMSTERDAM AVE
NEW YORK,NY10027
NONE EXEMPT LAMONT-DOHERTY'S HUDSON RIVER FIELD STATION - $50,000CGEP NUCLEAR AND CARBON MGMT PROJECT - $400,00 450,000
URBAN INSTITUTE


500 LENFANT PLAZA SW
WASHINGTON,DC20024
NONE EXEMPT HEALTH POLICY CENTER - $500,000INFORMING TAX POLICY DEBATES WIT IMPROVED ANALYSIS - $280,000 780,000
WASHINGTON CENTER FOR EQUITABLE GRO


1156 15TH ST NW
WASHINGTON,DC20005
NONE EXEMPT GENERAL PURPOSE 500,000
WORLD CENTRAL KITCHEN INC


1342 FLORIDA AVE NW
WASHINGTON,DC20009
NONE EXEMPT GENERAL PURPOSE 51,000
CENTER FOR AMERICAN PROGRESS


1333 H STREET NW SUITE 100-E
WASHINGTON,DC20005
NONE EXEMPT RESILIENT ECONOMY PROJECT 300,000
CITYDANCE INC


4000 ALBEMARLE ST NW 304
WASHINGTON,DC20016
NONE EXEMPT GENERAL PURPOSE 10,000
COMMON CAUSE EDUCATION FUND


805 15TH STREET NW 8TH FLOOR
WASHINGTON,DC20005
NONE EXEMPT GENERAL PURPOSE 500,000
NATIONAL EMPLOYMENT LAW PROJECT


90 BROAD ST SUITE 1100
NEW YORK,NY10004
NONE EXEMPT GENERAL PURPOSE AND LABOR STANDARDS ENFORCEMENT PROJECT 625,000
RESOURCES FOR THE FUTURE


1616 P ST NW SUITE 600
WASHINGTON,DC20036
NONE EXEMPT GERNERAL PURPOSE 400,000
GEORGIA COALITION FOR THE PEOPLES A


501 PULLIAM ST SW 410
ATLANTA,GA30312
NONE EXEMPT GENERAL PURPOSE 25,000
THE NATURE CONSERVANCY


4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203
NONE EXEMPT POWER OF PLACE EXPANSION 500,000
THE STISSING CENTER


PO BOX 1024
PINE PLAINS,NY12567
NONE EXEMPT GENERAL PURPOSE 125,000
TOWARDS JUSTICE


2840 FAIRFAX STREET SUITE 220
DENVER,CO80207
NONE EXEMPT GENERAL PURPOSE 200,000
AMALGAMATED CHARITABLE FOUNDATION


1825 K STREET NW
WASHINGTON,DC20006
NONE EXEMPT FAMILIES AND WORKERS FUND 600,000
ASIAN AMERICAN FEDERATION INC


120 Wall St 9th Floor
NEW YORK,NY10005
NONE EXEMPT COVID-19 RECOVERY FUND 1,000
CALIFORNIA BUDGET POLICY CENTER


1107 9TH STREET SUITE 310
SACRAMENTO,CA95814
NONE EXEMPT GENERAL PURPOSE 1,000
CENTER FOR CIVIC DESIGN INC


5443 TATES BANK RD
CAMBRIDGE,MD21613
NONE EXEMPT GENERAL PURPOSE 150,000
CENTER FOR TECHNOLOGY AND CIVIC


233 N MICHIGAN AVE STE 1800
CHICAGO,IL60601
NONE EXEMPT GENERAL PURPOSE 400,000
CODE FOR AMERICA


972 MISSION ST 5TH FLOOR
SAN FRANCISCO,CA94103
NONE EXEMPT TAX BENEFITS PROGRAM 225,000
COMMUNITY HELP IN PARK SLOPE


200 4TH AVE
BROOKLYN,NY11217
NONE EXEMPT GENERAL PURPOSE 1,000
DOG TAG INC


3206 GRACE ST NW
WASHINGTON,DC20007
NONE EXEMPT GENERAL PURPOSE 1,000
FIRST BOOK


1319 F ST NW SUITE 1000
WASHINGTON,DC20004
NONE EXEMPT GENERAL PURPOSE 1,000
FRIENDS OF STISSING LANDMARKS INC


PO BOX 37
PINE PLAINS,NY12567
NONE EXEMPT GENERAL PURPOSE 1,000
HARLEM VALLEY RAIL TRAIL ASSOCIATIO


PO BOX 356
MILLERTON,NY12546
NONE EXEMPT GENERAL PURPOSE 25,000
HUDSON COUNTY COMMUNITY COLL FOUND


70 SIP AVE
JERSEY CITY,NJ07306
NONE EXEMPT HCC SCHOLARSHIP 4,800
JEWISH COMMUNITY RELATIONS CO OF ny


520 EIGTH AVE SUITE 1400
NEW YORK,NY10018
NONE EXEMPT GENERAL PURPOSE 5,000
LIFEBOX FOUNDATION INC


195 MONTAGUE ST 14TH FLOOR
BROOKLYN,NY11201
NONE EXEMPT GENERAL PURPOSE 50,000
MOMSRISING EDUCATION FUND


12011 BEL-RED ROAD SUITE 100B
BELLEVUE,WA98005
NONE EXEMPT BUILDING PUBLIC WILL FOR ECONOMIC SECURITY POLICIES FOR FAMILIES 200,000
NATIONAL INDEPENDENT VENUE FOUNDATI


1 PENN PLAZA 6263
NEW YORK,NY10119
NONE EXEMPT GENERAL PURPOSE 1,000
NEW YORK - NEW JERSEY TRAIL CONFERE


600 RAMAPO VALLEY RD
MAHWAH,NJ07430
NONE EXEMPT GENERAL PURPOSE 25,000
PRATT AREA COMMUNITY COUNCIL INC


1000 DEAN STREET STE 420
BROOKLYN,NY11238
NONE EXEMPT GENERAL PURPOSE 1,000
PROSPECT PARK ALLIANCE INC


95 PROSPECT PARK WEST
BROOKLYN,NY11215
NONE EXEMPT GENERAL PURPOSE 1,000
PUBLIC PRIVATE STRATEGIES INSTITUTE


700 PENNSYLVANIA AVE SE 2ND FL
WASHINGTON,DC20003
NONE EXEMPT ENGAGING BUSINESS VOICES IN SUPPORT OF EQUITABLE POLICIES 200,000
RESULTS EDUCATIONAL FUND


1101 15TH ST NW
WASHINGTON,DC20005
NONE EXEMPT BUILDING LEADERSHIP FOR ANTI-POVERTY INVESTMENT 150,000
SCHUYLER CENTER FOR ANALYSIS ADVOCA


540 BROADWAY
ALBANY,NY12207
NONE EXEMPT GENERAL PURPOSE 1,000
THE OCTAVIA PROJECT


PO BOX 381031
BROOKLYN,NY11238
NONE EXEMPT GENERAL PURPOSE 1,000
THE PHILLIPS COLLECTION


1600 21ST STREET NW
WASHINGTON,DC20009
NONE EXEMPT ANNUAL FUND 1,000
THE SARARA FOUNDATION


1031 33RD STREET
DENVER,CO80205
NONE EXEMPT RETITI ELEPHANT SANCTUARY 5,000
TRANSFORMATIVE JUSTICE COALITION


1816 12TH ST NW STE 410
WASHINGTON,DC20009
NONE EXEMPT GENERAL PURPOSE 10,000
UNIVERSITY OF CALIFORNIA BERKELEY F


1995 UNIVERSITY AVE STE 410
BERKELEY,CA94704
NONE EXEMPT SUSAN RASKY SCHOLARSHIP FUND FOR JOURNALISTIC EXCELLENCE 1,000
IOBY


PO BOX 4668 74253
NEW YORK,NY10163
NONE EXEMPT BED-STUY STRONG'S MUTUAL AID COMMUNITY FUND - $1,000CLINTON HILL FORT GREENE MUTUAL AID - $2,000 3,000
Total ................................. bullet3a 41,699,423
bApproved for future payment
Total .................................bullet 3b  
Form 990-PF (2021)
Form 990-PF (2021)
Page 12
Part XV-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     14 3,235,444  
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 1,127,250  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 531120 157,610 16 498,038  
bNot debt-financed property.....     16 -1,245,231  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
551112 7,582 18 22,237,441  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNET K-1 PASS THRU ITEMS
    14 -2,588,306  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 165,192 23,264,636  
13Total. Add line 12, columns (b), (d), and (e)..................
13
23,429,828
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2021)
Form 990-PF (2021)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


Phone no.
Form 990-PF (2021)
Additional Data


Software ID: 21013475
Software Version: 2021v4.1


Form 990PF - Special Condition Description:
Special Condition Description