TREVOR PLACE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: TREVOR PLACE FOUNDATION (EIN 13-7273247)
Tax period: 2019-12-01 to 2020-11-30
Filed: 2021-03-04
IRS object ID: 202120639349100307
Schema version: 2019v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Investments Corp Stock Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-03-04T10:40:51-06:00	ReturnTs
Tax Period End	2020-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	130485070	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BERDON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	360 MADISON AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10017	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	137273247	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JEFFREY & JAMIE HARRIS	BusinessNameLine1Txt
Business Name Line2	FAMILY FOUNDATION TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JEFF	BusinessNameControlTxt
Phone	2127272114	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 WEST 12TH STREET NO 9C	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100141861	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY HARRIS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2127272114	PhoneNum
Signature	2021-03-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JUDE COARD	PreparerPersonNm
PTIN	P00169376	PTIN
Phone	2128320400	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$58,129,444	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$3,754,014	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$94	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$94	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,828,549	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,828,549	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$120,966	NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$5,461,691	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,828,643	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss	$25,327	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,693	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,693	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$27,020	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,693	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,533,236	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,533,236	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,560,256	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,534,929	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,901,435	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,828,643	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$151,599	CashBOYAmt
Cash EOY	$50,333	CashEOYAmt
Cash EOYFMV	$50,333	CashEOYFMVAmt
Corporate Stock BOY	$19,900,720	CorporateStockBOYAmt
Corporate Stock EOY	$30,017,028	CorporateStockEOYAmt
Corporate Stock EOYFMV	$58,079,111	CorporateStockEOYFMVAmt
Total Assets BOY	$20,052,319	TotalAssetsBOYAmt
Total Assets EOY	$30,067,361	TotalAssetsEOYAmt
Total Assets EOYFMV	$58,129,444	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$20,052,319	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$30,067,361	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$20,052,319	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$30,067,361	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$20,052,319	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$30,067,361	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$20,052,319	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,901,435	ExcessRevenueOverExpensesAmt
Other Increases	$7,113,607	OtherIncreasesAmt
Subtotal	$30,067,361	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$30,067,361	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RAYTHEON TECHNOLOGY	P	2020-02-04	2020-04-06	$34	$56	-$22	-$22
ENBRIDGE	D	2007-06-11	2020-03-19	$709,709	$679,131	$30,578	$30,578
XCEL	D	2007-04-23	2020-03-19	$616,486	$248,100	$368,386	$368,386
SVUXX	P	2020-01-15	2020-04-06	$559,548	$559,659	-$111	-$111
PATTERN ENERGY	D	2017-10-23	2020-03-19	$535,000	$400,480	$134,520	$134,520
SVUXX	P	2018-06-15	2020-03-06	$500,000	$499,700	$300	$300
SVUXX	P	2020-01-01	2020-11-18	$450,000	$450,045	-$45	-$45
VANGUARD VGK	D	2013-07-03	2020-03-19	$449,095	$684,739	-$235,644	-$235,644
SVUXX	P	2018-06-15	2020-02-03	$353,411	$353,337	$74	$74
SVUXX	P	2018-06-15	2019-12-10	$300,000	$299,970	$30	$30
SPDR FEZ	D	2015-07-01	2020-03-19	$251,994	$346,400	-$94,406	-$94,406
SVUXX	P	2018-06-15	2020-04-06	$240,452	$240,476	-$24	-$24
SVUXX	P	2020-01-15	2020-08-26	$749,922	$750,000	-$78	-$78
VORNADO PRD. SER.K	D	2012-08-13	2020-03-19	$235,495	$366,396	-$130,901	-$130,901
SVUXX	P	2020-01-15	2020-03-01	$175,000	$174,948	$52	$52
SVUXX	P	2018-06-15	2020-09-18	$119,392	$119,380	$12	$12
SVUXX	P	2020-01-15	2020-02-03	$46,589	$46,579	$10	$10
ANTERO RESOURCES	D	2008-04-07	2020-03-19	$14,834	$66,672	-$51,838	-$51,838
TARGA RESOURCES	D	2004-04-02	2020-03-19	$14,052	$24,897	-$10,845	-$10,845
RESOLUTE FOREST PRODUCTS	P	2006-10-23	2020-09-14	$5,253	$63,633	-$58,380	-$58,380
TARGA RESOURCES	D	2004-04-02	2020-03-19	$5,059	$8,968	-$3,909	-$3,909
GRAN TIERRA ENERGY	D	2013-11-15	2020-03-19	$5,019	$90,000	-$84,981	-$84,981
RESOLUTE FOREST PRODUCTS	P	2006-10-23	2020-09-14	$4,118	$29,171	-$25,053	-$25,053
TARGA RESOURCES	D	2004-04-02	2020-03-19	$1,533	$2,718	-$1,185	-$1,185
ANTERO RESOURCES	D	2008-04-07	2020-03-19	$356	$1,600	-$1,244	-$1,244
SVUXX	P	2020-01-15	2020-09-08	$230,608	$230,606	$2	$2
KINDER MORGAN	D	2002-10-04	2020-03-19	$1,120,767	$1,077,031	$43,736	$43,736

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$120,966	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$2,647,379	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$45,533,602	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.058141	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$2,214,698	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$35,072,767	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.063146	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,532,959	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$28,764,903	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.053293	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,279,975	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$19,577,339	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.065380	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,108,815	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$21,778,758	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.050913	DistributionYr5Rt
Total Distribution	0.290873	TotalDistributionRt
Average Distribution	0.058175	AverageDistributionRt
Net Vl Noncharitable Assets	$50,292,655	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,925,775	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$18,286	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,944,061	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$2,534,929	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$36,573	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$36,573	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$36,573	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$18,000	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$18,000	TotalPaymentsAndCreditsAmt
Es Penalty	$397	EsPenaltyAmt
Tax Due	$18,970	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JEFFREY HARRIS	IndividualWithBooksNm
Phone	2127272114	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 WEST 12TH STREET SUITE 9C	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100141861	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY HARRIS
400 WEST 12TH STREET	NEW YORK	NY	10014	TRUSTEE	2.00	$0	$0	$0
JAMIE HARRIS
400 WEST 12TH STREET	NEW YORK	NY	10014	TRUSTEE	0.50	$0	$0	$0
RACHEL BERG
1713A LOMBARDY STREET	NASHVILLE	TN	37215	TRUSTEE	0.00	$0	$0	$0
DANIEL HARRIS
196 ORCHARD STREET	NEW YORK	NY	10002	TRUSTEE	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$50,850,759	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$207,774	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$51,058,533	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$51,058,533	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$765,878	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$50,292,655	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,514,633	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,514,633	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$36,573	TaxBasedOnInvestmentIncomeAmt
Total Tax	$36,573	TotalTaxAmt
Distributable Before Adj	$2,478,060	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,478,060	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,478,060	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,534,929	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,534,929	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$2,534,929	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,478,060	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$46,987	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$357,052	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$116,425	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$499,148	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$905,301	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,924,913	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,534,929	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,478,060	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$56,869	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,981,782	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$1,219,085	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$762,697	ExcessDistriCyovToNextYrAmt
Excess From Year1	$762,697	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JEFFREY HARRIS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ABINGTON SQUARE CONSERVANCY
302A W 12TH STREET 113	NEW YORK	NY	10014	PC	SUPPORT PUBLIC PARK	$250
ACLU FOUNDATION
125 BROAD ST	NEW YORK	NY	10004	PC	SUPPORT EDUCATION	$100,000
AMERICAN LIVER ASSOCIATION
1001 NORTH FAIRFAX ST 4TH FLOOR	ALEXANDRIA	VA	223135407	PC	SUPPORT HEALTHCARE	$106
AMERICAN ONLINE GIVING FOUNDATION
40 EAST MAIN ST SUITE 887	NEWARK	DE	19711	PC	SUPPORT HEALTHCARE & SOCIAL SERVICES	$14,000
BAY STREET THEATER
1 BAY STREET	SAG HARBOR	NY	11963	PC	SUPPORT THEATER	$500
BOWERY RESIDENTS
131 W 25TH ST	NEW YORK	NY	10001	PC	SUPPORT SOCIAL SERVICES	$1,000
CARE
115 BROADWAY	NEW YORK	NY	10006	PC	SUPPORT HEALTHCARE	$1,000
CIVIC BUILDERS
180 VARICK ST SUITE 1414	NEW YORK	NY	10014	PC	SUPPORT SOCIAL SERVICES	$75
CONGREGATION B'NAI TORAH
6261 SW 18TH STREET	BOCA ROTAN	FL	33433	PC	SUPPORT EDUCATION	$100
COOL EFFECT
100 DRAKES LANDING 260	GREENBRAE	CA	94904	PC	SUPPORT SOCIAL SERVICES	$1,000
CRANBROOK EDUCATIONAL COMMUNITY
PO BOX 801	BLOOMFIELD HILLS	MI	48303	PC	SUPPORT EDUCATION	$215,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST	NEW YORK	NY	10006	PC	SUPPORT HEALTHCARE	$20,000
EDEN FOUNDATION
PO BOX 96	EDEN	NY	14057	PC	SUPPORT ENVIRONMENT	$1,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE ST	MONTGOMERY	AL	36104	PC	SUPPORT SOCIAL SERVICES	$3,060
EVERYTOWN FOR GUN SAFETY FOUNDATION
PO BOX 3886	NEW YORK	NY	10163	PC	SUPPORT EDUCATION	$125,000
FOOD NOT BOMBS
PO BOX 422	SANTA CRUZ	CA	95061	PC	SUPPORT SOCIAL SERVICES	$500
FOODBANK NYC
39 BROADWAY	NEW YORK	NY	10006	PC	SUPPORT SOCIAL SERVICES	$1,000
FRIENDS OF ISRAEL DEFENSE
PO BOX 4224	NEW YORK	NY	10163	PC	SUPPORT SOCIAL SERVICES	$162
FRIENDS OF THE HIGH LINE
820 WASHINGTON ST	NEW YORK	NY	10014	PC	SUPPORT PUBLIC PARK	$200,000
GEORGE JACKSON ACADEMY
104 ST MARKS PL	NEW YORK	NY	10009	PC	SUPPORT EDUCATION	$5,000
GROW PITTSBURGH
6587 HAMILTON AVE 2W	PITTSBURGH	PA	15206	PC	SUPPORT SOCIAL SERVICES	$500
HARVARD BUSINESS SCHOOL
TEELE HALL SOLDIERS FIELD ROAD	BOSTON	MA	02163	PC	SUPPORT EDUCATION	$1,000
HEBREW FREE LOAN PITTSBURGH
4307 MURRAY AVE	PITTSBURGH	PA	15217	PC	SUPPORT SOCIAL SERVICES	$1,000
HUDSON RIVER PARK FRIENDS
305 7TH AVENUE	NEW YORK	NY	10001	PC	SUPPORT PUBLIC PARK	$10,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068	ALBERT LEA	MN	56007	PC	SUPPORT SOCIAL SERVICES	$1,000
JEWISH ASSOCIATION OF AGING
200 JHF DRIVE	PITTSBURGH	PA	15217	PC	SUPPORT HEALTHCARE	$5,000
MIT
600 MEMORIAL DRIVE	CAMBRIDGE	MA	021399988	PC	SUPPORT EDUCATION	$1,000
MOVEMBER
PO BOX 1595	CULVER CITY	CA	90232	PC	SUPPORT SOCIAL SERVICES	$103
NAACP
4805 MT HOPE DRIVE	BALTIMORE	MD	21215	PC	SUPPORT SOCIAL SERVICES	$1,000
NATIONAL KIDNEY FOUNDATION
30 E 33RD ST	NEW YORK	NY	10016	PC	SUPPORT HEALTHCARE	$500
NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM
121 AVE OF THE AMERICAS	NEW YORK	NY	10013	PC	SUPPORT MUSEUM	$1,000
NEW YORK CARES
65 BROADWAY	NEW YORK	NY	10006	PC	SUPPORT SOCIAL SERVICES	$2,500
NEW YORK LIVE ARTS
219 W 19TH ST	NEW YORK	NY	10011	PC	SUPPORT THEATER	$500
NY PRESBYTERIAN
654 W 70TH ST	NEW YORK	NY	10032	PC	SUPPORT HEALTHCARE	$1,010,000
ONE TREE PLANTED
145 PINE HAVEN SHORES RD SUITE	SHELBURNE	VT	05482	PC	SUPPORT SOCIAL SERVICES	$500	1000D
PLANNED PARENTHOOD
26 BLEECKER ST	NEW YORK	NY	10014	PC	SUPPORT HEALTHCARE & SOCIAL SERVICES	$20,100
PREP FOR PREP
328 WEST 71ST ST	NEW YORK	NY	10023	PC	SUPPORT EDUCATION	$20,000
PROMISE PROJECT
121 AVE OF THE AMERICAS	NEW YORK	NY	10013	PC	SUPPORT EDUCATION	$500
ROOM TO GROW
142 BERKELEY ST	BOSTON	MA	02116	PC	SUPPORT SOCIAL SERVICES	$6,000
SCARSDALE ADULT SCHOOL
PO BOX 205	SCARSDALE	NY	10583	PC	SUPPORT EDUCATION	$250
SEACHANGE CAPITAL
1385 BROADWAY	NEW YORK	NY	10018	PC	SUPPORT SOCIAL SERVICES	$5,000
THE FLEA
20 THOMAS ST	NEW YORK	NY	10007	PC	SUPPORT THEATER	$10,000
THE PUBLIC THEATER
425 LAFAYETTE ST	NEW YORK	NY	10003	PC	SUPPORT THEATER	$500
THE VENTURE CAPITAL FOUNDATION
25 MASSACHUSETTS AVE	WASHINGTON	DC	20001	PC	SUPPORT ENVIRONMENT	$100,000
UJA FEDERATION
159 E 59TH STREET	NEW YORK	NY	11203	PC	SUPPORT SOCIAL SERVICES	$600,000
UNIVERSITY OF PENN WHARTON FUND
3733 SPRUCE ST	PHILADELPHIA	PA	19104	PC	SUPPORT EDUCATION	$1,000
VASSAR
161 COLLEGE AVENUE	POUGHKEEPSIE	NY	12603	PC	SUPPORT EDUCATION	$25,000
WHITE PLAINS HOSPITAL
41 E POST RD	WHITE PLAINS	NY	10601	PC	SUPPORT HEALTHCARE	$1,000
WNYC
160 VARICK ST	NEW YORK	NY	10013	PC	SUPPORT PUBLIC RADIO	$3,500
WORLD WILDLIFE FOUNDATION
1250 TWENTY-FOURTH ST PO BOX 97180	WASHINGTON	DC	200907180	PC	SUPPORT WILDLIFE	$1,030
WRITING THROUGH
54 BLUEBERRY RIDGE LN	CHILMARK	MA	025352800	PC	SUPPORT EDUCATION	$5,000
YMCA OF GREATER NY
5 W 63RD ST	NEW YORK	NY	10023	PC	SUPPORT SOCIAL SERVICES	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,533,236	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$94	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,828,549	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$120,966	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,707,677	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,707,677	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
JEFFREY HARRIS GENERATION SKIPPING TRUST
1	400 WEST 12TH STREET SUITE 9C	NEW YORK	NY	10014	$2,226,320	Yes (X)	Yes (X)
JEFFREY HARRIS
2	400 WEST 12TH STREET SUITE 9C	NEW YORK	NY	10014	$991,694	Yes (X)	Yes (X)
MERLE HARRIS TRUST
3	2860 FILBERT STREET	SAN FRANCISCO	CA	94123	$536,000	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	4,000 SHARES OF TRANSDIGM, INC.	$2,226,320	2019-12-22
2	32,160 SHARES OF NUANCE	$816,221	2020-06-22
2	4,020 SHARES OF CERENCE, INC.	$175,473	2020-06-22

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AEP	$518,153	$509,340
BLACKROCK (BLK)	$157,185	$349,175
CERENCE	$175,473	$364,815
COMCAST A (CMCSA)	$394,300	$502,400
DTE ENERGY	$275,640	$377,430
DUKE (DUK)	$97,499	$247,032
FIDELITY INFO SERVICES	$1,114,133	$2,167,083
INVESCO S&P (RSP)	$392,855	$614,400
INVESCO S&P 500 EQUAL WEIGHT CONSUMER (RHS)	$889,325	$1,348,740
INVESCO S&P 500 EQUAL WEIGHT FINANCIAL (RYF)	$779,998	$902,600
INVESCO S&P 500 EQUAL WEIGHT HEALTHCARE (RYH)	$957,791	$1,255,000
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY (RYT)	$896,970	$1,442,820
JOHNSON & JOHNSON (JNJ)	$1,105,330	$1,157,440
KNOLL (KNL)	$240,354	$136,600
LENNAR (LEN) CL. A	$427,250	$758,600
LINCOLN ELECTRIC (LECO)	$1,579,350	$2,875,000
MMM	$778,210	$690,920
NEXTERA (NEE)	$2,255,600	$7,653,360
NRG ENERGY (NRG)	$475,381	$383,404
NUANCE	$816,221	$1,387,061
PNC FINANCIAL (PNC)	$159,180	$276,140
PNC PREFERRED (PNC"P)	$268,820	$264,700
RAYTHEON (RTN)	$437,994	$334,861
SCHWAB US DIVIDEND FUND (SCHD)	$1,640,000	$1,884,600
SPDR (SPY)	$689,205	$2,172,360
STARBUCKS (SBUX)	$215,880	$588,120
SVUXX	$3,970,946	$3,970,946
TAKEDA PHARMA	$27,729	$26,730
TRANSDIGM (TDG)	$5,950,014	$20,161,604
UNILEVER (UL)	$224,250	$305,300
USBANCORP (USB)	$214,850	$216,050
VANGUARD MIDCAP (VOT)	$853,960	$1,217,280
VERIZON (VZ)	$518,332	$906,150
VISA	$518,850	$631,050

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER EXPENSES	Desc
Revenue And Expenses Per Books	$1,693	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,693	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR PERIOD ADJUSTMENT- ERRORS IN CALCULATION OF BOOK VALUES	Desc
Amt	$7,113,607	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES PAID	CategoryTxt
Amt	$25,327	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt