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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2017 , and ending 11-30-2018
Name of foundation
Muchnic Foundation
 
% MS SHARON MEIER
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 329
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Atchison, KS660022415
A Employer identification number

48-6102818
B Telephone number (see instructions)

(913) 367-4164
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$10,564,080
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 1,765 1,765  
4 Dividends and interest from securities... 486,200 486,200  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 121,978
b Gross sales price for all assets on line 6a 875,606
7 Capital gain net income (from Part IV, line 2)... 121,978
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)....... 333    
12 Total. Add lines 1 through 11........ 610,276 609,943  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,910 2,910    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 1,717     1,717
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,000 6,000 0 0
c Other professional fees (attach schedule).... 12,087 12,087    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 19,381      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 64,098     64,098
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 106,193 20,997 0 65,815
25 Contributions, gifts, grants paid....... 390,000 390,000
26 Total expenses and disbursements. Add lines 24 and 25 496,193 20,997 0 455,815
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 114,083
b Net investment income (if negative, enter -0-) 588,946
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 746,597 686,920 686,920
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 2,069,295 Click to see attachment2,243,055 9,857,160
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet20,000
Less: accumulated depreciation (attach schedule) bullet   20,000 20,000 20,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,835,892 2,949,975 10,564,080
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,835,892 2,949,975
29 Total net assets or fund balances (see instructions)..... 2,835,892 2,949,975
30 Total liabilities and net assets/fund balances (see instructions). 2,835,892 2,949,975
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
2,835,892
2
Enter amount from Part I, line 27a .....................
2
114,083
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,949,975
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,949,975
Form 990-PF (2019)
Form 990-PF (2019)
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 JP MORGAN - ST      
b JP MORGAN - LT      
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 135,499   154,375 -18,876
b 740,107   599,253 140,854
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       -18,876
b       140,854
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 2 121,978
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
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 473,486 10,080,450 0.046971
2017 467,162 9,637,389 0.048474
2016 473,860 9,828,216 0.048214
2015 469,888 9,771,548 0.048087
2014 492,826 9,377,421 0.052555
2
Total of line 1, column (d) .....................
2
0.244301
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.04886
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
10,608,102
5
Multiply line 4 by line 3......................
5
518,312
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,889
7
Add lines 5 and 6........................
7
524,201
8
Enter qualifying distributions from Part XII, line 4,.............
8
455,815
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
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 includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 11,779
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 11,779
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 11,779
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 12,800
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 12,800
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 1,021
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet1,021 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for 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
 
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)
    bulletKS
    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 .Click to see attachment
    8b
     
    No
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 addressbullet  
    14
    The books are in care ofbulletMS SHARON MEIER Telephone no.bullet (913) 367-4164

    Located atbullet704 N 4TH STATCHISONKS ZIP+4bullet660022415
    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 2019, 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
     
    No
    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
    DAVID C MIZE PRESIDENT
    1.0
    0 0 0
    1404 Hawk Parkway Suite 213
    MONTROSE,CO81401
    ANNE MIZE DIRECTOR
    1.0
    0 0 0
    1815 11TH AVENUE E
    SEATTLE,WA98102
    DAPHNE NAN MUCHNIC DIRECTOR
    1.0
    0 0 0
    2209 W 68TH STREET
    MISSION HILLS,KS66208
    SHARON MEIER SECRETARY-TREASURER
    1.0
    2,910 0 0
    704 NORTH 4TH STREET
    PO BOX 329
    ATCHISON,KS66002
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    2,153,969
    b
    Average of monthly cash balances.......................
    1b
    917,958
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,697,720
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,769,647
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,769,647
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    161,545
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,608,102
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    530,405
    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
    530,405
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    11,779
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,779
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    518,626
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    518,626
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    518,626
    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
    455,815
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    455,815
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    455,815
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 518,626
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:2015, 2014, 2013 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017...... 0
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 455,815
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2019 distributable amount..... 455,815
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (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 0
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    62,811
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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).)
    NONE
    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.
    NONE
    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:
    SHARON MEIER
    704 N 4TH ST
    ATCHISON,KS660022415
    (913) 367-4164
    bThe form in which applications should be submitted and information and materials they should include:
    NO PARTICULAR FORM - PURPOSE OF APPLICATION - LARGE BROCHURES NOT HELPFUL
    cAny submission deadlines:
    OCTOBER 31
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    ATCHISON LIBRARY
    401 KANSAS AVE
    ATCHISON,KS66002
    N/A PC TO DEVELOP AND IMPLEMENT A PROGRAM OF LIBRARY SERVICES. 5,000
    MOUNT VERNON ENDOWMENT CORP
    PO BOX 33
    ATCHISON,KS66002
    N/A PC BURIAL ASSOCIATION 2,000
    MOUNT COMMUNITY CENTER
    801 SOUTH 8TH ST
    ATCHISON,KS66002
    N/A PC TO EMPOWER WOMEN IN THE URBAN CORE OF KANSAS CITY THROUGH EDUCATION, ADVOCACY, PERSONAL AND SPIRITUAL DEVELOPMENT. 2,500
    HUMANE SOCIETY OF ATCHISON
    100 NORTH 21ST
    ATCHISON,KS66002
    N/A PC TO PROVIDE CARE AND SHELTER FOR ANIMALS. 5,000
    GRAMERCY PARK BLOCK ASSOC
    34 GRAMARCY PARK EAST
    NEW YORK,NY10003
    N/A PC To educate the population of the area known as Gramercy Park as to the safety and security issues in this historic neighborhood, and to bring about civic betterment in order to promote the well-being of those who live and/or work in the greater Gramercy Park area. 1,000
    UPPER ROOM
    5930 SWOPE PARKWAY
    KANSAS CITY,MO64130
    N/A PC To break the cycle of poverty that restricts the economic well being of inner city families by providing life long learning opportunities. 3,000
    NELSON-ATKINS MUSEUM OF ART
    4525 OAK STREET
    KANSAS CITY,MO64111
    N/A PC TO ENCOURAGE THE PUBLIC INTEREST IN ART. 5,000
    FRICK COLLECTION
    1 EAST 70TH ST
    NEW YORK,NY10021
    N/A PC The Collection operates an internationally recognized art museum and art historical research center for the inspiration and enjoyment of the public and for the advancement of the study of fine arts and kindred subjects. 2,000
    RAINBOW MEADOWS EQUINE RESCUE & RETIREMENT
    1949 DALTON ROAD
    SEDAN,KS67361
    N/A PC HORSE RESCUE AND REITREMENT. 2,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVE
    KANSAS CITY,MO64109
    N/A PC to help children who are living in poverty develop to their fullest potential by providing them a safe, loving, and educational environment. 4,000
    ATCHISON ART ASSOCIATION
    704 NORTH 4TH ST
    ATCHISON,KS66002
    N/A PC TO ADVOCATE ART AND IMROVE THE LIVES AND LIVABILITY OF THE ATCHISON COMMUNITY THROUGH EDUCATION, OUTREACH PROJECTS, EVENTS AND EXHIBITIONS. 45,000
    SAINT FRANCIS ACADEMY
    PO BOX 1340
    SALINA,KS67402
    N/A PC to provide scholarships for students. 10,000
    BENEDICTINE COLLEGE
    1020 NORTH 2ND ST
    ATCHISON,KS66002
    N/A PC TO PROVIDE SCHOLARSHIPS FOR STUDENTS AND FUNDS TO FURTHER THE ENDEAVORS OF THE COLLEGE. 7,500
    DELASALLE EDUCATION CENTER
    3740 FOREST AVE
    KANSAS CITY,MO64109
    N/A PC to provide a holistic environment that offers students an opportunity to improve learning and life skills. 3,000
    DARTMOUTH COLLEGE
    ADMINISTRATIVE OFFICE
    HANOVER,NH03755
    N/A PC To educate the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge. 2,000
    PEMBROKE HILL SCHOOL
    5121 STATE LINE BLVE
    KANSAS CITY,MO64112
    N/A PC to help each student to build character and to develop their intellectual, physical and creative abilities to the highest level. 1,000
    ATCHISON HOSPITAL AUXILIARY
    800 RAVEN HILL ROAD
    ATCHISON,KS66002
    N/A PC TO PROVIDE HEALTH CARE TO THE PUBLIC. 1,000
    CYSTIC FIBROSIS FOUNDATION
    260 CHATHAM DR
    COLORADO SPRINGS,CO80905
    N/A PC To cure cystic fibrosis and to provide all people with the disease the opportunity to lead full, productive lives by funding research and drug development, promoting individualized treatment, and ensuring access to high-quality, specialized care. 10,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    N/A PC To find cures and means of prevention for childhood catastrophic diseases through research and treatment. 8,000
    ATCHISON AREA UNITED WAY
    710 SOUTH 9TH ST
    ATCHISON,KS66002
    N/A PC TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND THE WORLD TO ADVANCE THE COMMON GOOD. 10,000
    ROSE BROOKS
    PO BOX 320599
    KANSAS CITY,MO64132
    N/A PC TO PROVIDE SANCTUARY AND SERVICES FOR WOMEN AND CHILDREN WHO ARE VICTIMS OF DOMESTIC VIOLENCE. 3,000
    BOYS & GIRLS CLUB
    6301 ROCKHILL RD SUITE 303
    KANSAS CITY,MO64131
    N/A PC to promote the development of self-esteem, values, and skills for boys and girls, ages 5 to 18, with special emphasis on youth from disadvantaged circumstances. 3,000
    MOTHER TO MOTHER MINISTRY
    3436 N 27TH ST
    KANSAS CITY,KS66104
    N/A PC TO ASSIST CAREGIVERS OF MINOR CHILDREN THROUGH SUPPORTIVE FRIENDSHIPS THAT PROMOTE FAMILY GROWTH. 2,000
    TRINITY EPISCOPAL CHURCH
    300 SOUH 5TH ST
    ATCHISON,KS66002
    N/A PC To provide a sanctuary for prayful worship within a respectful and welcoming environment and to meet the needs of our parishioners and community, using Christian ideas and values. 5,000
    ATCHISON FAMILY YMCA
    317 COMMERCIAL ST
    ATCHISON,KS66002
    N/A PC TO ENRICH THE QUALITY OF FAMILY, SPIRITUAL, SOCIAL, MENTAL AND PHYSICAL WELL-BEING. 5,000
    ST THOMAS CHAPEL
    PO BOX 103
    AMAGASETT,NY11930
    N/A PC To foster, develop and contribute to the support of the religious, educational and charitable work of The Episcopal Church in the Diocese of Long Island. 1,000
    EARTH JUSTICE
    50 California Street Suite 500
    san francisco,CA94111
    N/A PC To protect peoples health, to preserve magnificent places and wildlife, to advance clean energY, and to combat climate change. 25,000
    IVAN BORRELLO MYELOMA PROGRAM
    JOHN HOPKINS HOSPITAL
    1650 ORLEANS ST
    BALTIMORE,MD21231
    N/A PC To augment anti-tumor immunity targeting multiple myeloma. 10,000
    CASA OF JOHNSON & WYANDOTTE COUNTIES INC
    5700 BROADMOOR SUITE 201
    MISSION,KS66202
    N/A PC TO EMPOWER ABUSED AND NEGLECTED CHILDREN WITH A VOLUNTEER'S VOICE IN COURT BY SEEKING A SAFE AND PERMANENT HOME FOR EACH CHILD. 2,000
    THEATRE ATCHISON
    401 SANTA FE
    ATCHISON,KS66002
    N/A PC TO PROMOTE THEATER APPRECIATION. 5,000
    BLACK CANYON BOYS AND GIRLS CLUB
    PO Box 1907
    Montrose,CO81402
    N/A PC TO PROVIDE A FUN, SAFE, POSITIVE ENVIRONMENT WHERE WE ENABLE EVERY YOUNG PERSON TO DEVELOP INTO CARING, HEALTHY, RESPONSIBLE CITIZENS WITH ATTAINABLE GOALS FOR A GREAT FUTURE. 5,000
    7TH JUDICIAL DISTRICT CHILD ADVOCACY CENTER
    735 SOUTH 1ST STREET
    MONTROSE,CO81401
    N/A PC TO PROVIDE HELP, HOPE AND HEALING FOR VICTIMS OF CHILD ABUSE. 10,000
    VALLEY SYMPHONY ASSOCIATION
    PO BOX 3144
    MONTROSE,CO81402
    N/A PC To Provide community concerts. 2,500
    Libraries of Montrose County Foundation
    320 SOUTH 2ND ST
    MONTROSE,CO81401
    N/A PC to ensure the people of Montrose County, Colorado the full measure of resources, services and access befitting great public libraries. 5,000
    MONTROSE MEMORIAL HOSPITAL
    800 S 3rd Street
    MONTROSE,CO81401
    N/A PC TO PROVIDE HIGH QUALITY ACCESSIBLE HEALTHCARE FOR THE PEOPLE OF MONTROSE COUNTY AND SURROUNDING AREAS. 5,000
    COMMON GROUND MONTROSE INC
    1800 6450 RD
    MONTROSE,CO81401
    N/A PC Helping the homeless through "One Congregation, One Familyin providing meals for children over the weekend with Kids Aid Montrose. 5,000
    MONTROSE ANIMAL SHELTER
    3383 North Townsend Ave
    MONTROSE,CO81401
    N/A PC To enforce the Animal Control Ordinances to protect the health and welfare of the citizens of the City of Montrose. 2,500
    EAST HAMPTON HEALTHCARE FOUNDATION
    200 pantigo place suite m
    east hampton,NY11937
    N/A PC TO IMPROVE THE AVAILABILITY AND QUALITY OF HEALTHCARE SERVICES IN THE TOWN OF EAST HAMPTON, NY FOR THE BENEFIT OFTHE GENERAL PUBLIC, INCLUDING RESIDENTS OF EAST HAMPTON, VISITORS, THE INDIGENT AND UNDERINSURED. 10,000
    Kansas University Williams Fund
    1651 Naismith Drive
    lawrence,KS66045
    n/a PC to provide funding for scholarships needed to attract the finest student-athletes. 10,000
    mocsa
    3100 Broadway suite 400
    kansas city,MO64111
    n/a PC to lessen the ill effects of sexual assualt and abuse through prevention, education, intervention, treatment and advocacy. 3,000
    Wayside Waifs Inc
    3901 Martha Truman Road
    kansas city,MO64137
    n/a PC to place adoptable companion animals in responsible homes. 2,000
    new house
    PO Box 240019
    kansas city,MO64124
    n/a PC to break the cycle of domestic violence by providing the tools which allow women to make positive choices and lead self-sufficient lives. 2,000
    COMMUNITY OPTIONS INC
    PO BOX 31
    MONTROSE,CO81402
    N/A PC COMMUNITY BASED SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES IN WESTERN COLORADO. 5,000
    VICTOR D'AMICO INSTITUTE OF ART
    PO BOX 1266
    AMAGANSETT,NY11930
    N/A PC TO PROVIDE FUNDS FOR THE RESTORATION, RECONSTRUCTION AND REPAIR OF THE D'AMICO HOUSE. 4,000
    GREAT PLAINS SPCA
    5428 ANTIOCH ROAD
    MERRIAM,KS66202
    N/A PC TO SAVE, PROTECT AND IMPROVE THE LIVES OF ANIMALS, WHILE STRENGTHENING THE RELATIONSHIP BETWEEN PETS AND THEIR HUMAN COMPANIONS. 1,000
    AMAGANSETT FIRE DEPARTMENT
    439 MAIN STREET
    PO BOX 911
    AMAGANSETT,NY11930
    N/A PC TO PROVIDE FIRE, RESCUE AND EMERGENCY SERVICES TO THE RESIDENTS AND VISITORS OF AMAGANSETT, IN ORDER TO ENSURE THE PROTECTION OF LIFE AND PROPERTY. 2,000
    SALVATION ARMY
    926 commercial st
    atchison,KS66002
    n/a PC to support and strengthen the salvation army's efforts to work hand in hand with communities to improve the health, economic, and spiritual conditions of the poor throughout the world. 2,000
    elephant family usa inc
    130 west 79th st no 16a
    new york,NY10024
    n/a PC to save the endangered asian elephant from extinction in the wild. 5,000
    wildlife conservation network inc
    209 mississippi street
    san francisco,CA94107
    n/a PC to fund the ewaso lion program 5,000
    paws
    15305 44th ave w
    lynwood,WA98087
    n/a PC to rehabilitate injured and orphaned wildlife, sheltering, and adopting homeless cats and dogs. 25,000
    conservation northwest
    1829 10th ave w suite b
    seattle,WA98119
    n/a PC to protect old-growth forests and other wildlands, connect large landscapes and vital habitats, and restore native wildlife. 5,000
    ALASKA WILDERNESS LEAGUE
    122 C STREET NW STE 240
    WASHINGTON,DC20001
    N/A PC TO LEAD THE EFFORT TO PRESERVE ALASKA'S WILD LANDS AND WATERS BY ENGAGING CITIZENS AND DECISION MAKERS WITH A COURAGEOUS, CONSTANT, VICTORIOUS VOICE FOR ALASKA. 5,000
    Scripps Institution of Oceanography
    9500 Gilman Dr 0210
    LA JOLLA,CA92093
    N/A PC TO CREATE A HEALTHIER PLANET FOR FUTURE GENERATIONS. 3,000
    THE FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE
    KANSAS CITY,MO64112
    N/A PC TO PROVIDE THE COMMUNITY WITH CHAMBER MUSIC. 2,000
    CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED
    3101 MAIN STREET
    KANSAS CITY,MO64111
    N/A PC TO PREPARE CHILDREN WHO ARE BLIND AND VISUALLY IMPAIRED TO FUNCTION AT THEIR HIGHEST POTENTIAL IN THE SIGHTED WORLD. 1,000
    LA JOLLA MUSIC SOCIETY
    7946 IVANHOE AVENUE
    LA JOLLA,CA92037
    N/A PC TO ENHANCE THE VITALITY AND DEEPEN THE CULTURAL LIFE OF SAN DIEGO BY PRESENTING AND PRODUCING A DYNAMIC RANGE OF PERFORMING ARTS. 3,000
    FRIENDS OF HEARST CASTLE MONUMENT
    700 HEARST CASTLE ROAD
    SAN SIMEON,CA93452
    N/A PC TO HELP PRESERVE AND RESTORE THE HEARST CASTLE'S TWENTY FIVE THOUSANDS ARTIFACTS. 1,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111
    N/A PC ENCOURAGEMENT OF PUBLIC INTEREST IN ART. 2,000
    THE J PAUL GETTY TRUST
    1200 GETTY CENTER DR 401
    LOS ANGELES,CA90049
    N/A PC TO DELIGHT, INSPIRE, AND EDUCATE A DIVERSE PUBLIC THROUGH THE COLLECTION, PRESERVATION, EXHIBITION AND INTERPRETATION OF WORKS OF ART OF THE HIGHEST QUALITY. 6,000
    VETERANS COMMUNITY PROJECT
    8900 TROOST
    KANSAS CITY,MO64131
    N/A PC TO ELIMINATE VETERAN HOMELESSNESS BY PROVIDING TRANSITIONAL HOUSING AND ENABLING ACCESS TO EXCEPTIONAL 360-DEGREE SERVICE SOLUTIONS. 2,000
    Kansas City Anti Violence Project
    PO BOX 411211
    KANSAS CITY,MO64141
    N/A PC TO PROVIDE INFORMATION, SUPPORT, REFERRALS, ADVOCACY AND OTHER SERVICES TO LESBIAN, GAY, BISEXUAL AND TRANSGENDER VICTIMS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HATE CRIMES. 2,000
    HAVEN HOUSE OF MONTROSE INC
    PO BOX 3122
    MONTROSE,CO81402
    N/A PC TO PROVIDE HOUSING FOR HOMELESS FAMILIES. 2,500
    MONTROSE ARTS COUNCIL INC
    PO BOX 2123
    MONTROSE,CO81402
    N/A PC TO PROMOTE THE ARTS IN THE MONTROSE COUNTY, CO. 2,500
    ROCKY MOUNTAIN COUNCIL INC-BOYS SCOUTS OF AMERICA
    411 SOUTH PUEBLO BLVD
    PUEBLO,CO81005
    N/A PC THE DCORPORATION SHALL PROMOTE, WITHIN THE TERRITORY COVERED BY THE CHARTER FROM TIME TO TIME GRANTED IT BY THE BOYS SCOUTS OF AMERICA. 2,000
    OURAY COUNTY PERFORMING ARTS GUILD INC
    PO BOX 14
    OURAY,CO81427
    N/A PC TO PROVIDE PRESENTATION OF MUSIC, DANCE, AND THEATRE TO THE RESIDENTS OF RURAL, OURAY COUNTY, CO. 1,000
    SHEPHERD'S HAND INC
    17 N 6TH STREET
    MONTROSE,CO81402
    N/A PC TO PROVIDE A SAFE AND FRIENDLY GATHERING PLACE FOR DELIVERING NEEDED SERVICES TO HELP MAKE EACH DAY BETTER. 2,500
    HOPEWEST
    3090 NORTH 12TH STREET UNIT B
    GRAND JUNCTION,CO81506
    N/A PC TO PROVIDE MEDICAL, EMOTIONAL, PSYCHOSOCIAL, AND BEREAVEMENT SUPPORT FOR PEOPLE WITH SERIOUS ILLNESS AND FOR THEIR FAMILIES. 5,000
    HABITAT FOR HUMANITY OF THE SAN JUANS
    PO BOX 162
    MONTROSE,CO81402
    N/A PC TO PROVIDE HOUSING FOR EMOTIONALLY DISADVANTAGED FAMILIES. 5,000
    SECOND CHANCE HUMANE SOCIETY
    PO BOX 2096
    177 COUNTRY ROAD 10
    RIDGWAY,CO81432
    N/A PC TO SAVE ANIMALS AND TO PROMOTE THE HUMAN-ANIMAL BOND. 2,500
    THE NEO-POLITICAL CAWGIRLS
    236 OLD STONE HIGHWAY
    EAST HAMPTON,NY11937
    N/A PC TO CREATE NEW SITE SPECIFIC THEATRE AND WORKSHOPS FOR GIRLS AND WOMEN. 4,000
    ROBIN HOOD FOUNDATION
    826 BROADWAY SUITE 9TH FL
    NEW YORK,NY10003
    N/A PC TO SUPPORT THE MOST EFFECTIVE POVERTY-FIGHTING PROGRAMS IN NYC. 9,000
    Southampton Hospital Association
    240 MEETING HOUSE LANE
    SOUTHAMPTON,NY11968
    N/A PC TO PROVIDE AND ENSURE THE HIGHEST QUALITY OF HEALTHCARE SERVICES FOR ITS ENTIRE COMMUNITY. 3,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT STREET SUITE ROOM 305
    PHILADELPHIA,PA19104
    N/A PC THE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES. 5,000
    Amber Waves Farm Inc
    PO BOX 2623
    AMAGANSETT,NY11930
    N/A PC TO PRODUCE ORGANIC, HEALTHY FOOD FOR THE LOCAL COMMUNITY, AND TO PROVIDE EDUCATIONAL OPPORTUNITIES IN FOOD AND FARMING FOR CHILDREN AND FAMILIES AND ASPIRING FARMERS. 4,000
    THE CHILDREN'S SCHOLARSHIP FUND
    8 WEST 38TH FLOOR ST 9TH FLOOR
    NEW YORK,NY10018
    N/A PC TO MAXIMIZE EDUCATIONAL OPPORTUNITY FOR ALL CHILDREN FOR THOSE IN NEED BY OFFERING TUITION ASSICSTANCE IN GRADES K-8 FOR ALTERNATIVES TO FALTERING CONVENTIONAL SCHOOLS, AND FOR ALL CHILDREN BY SUPPORTING AND CULTIVATING EDUCATION REFORM AND PARENTAL CHOICE EFFORTS. 4,000
    Guild Hall Of East Hampton Inc
    158 MAIN STREET
    EAST HAMPTON,NY11937
    N/A PC TO SUPPORT THE GENERAL FUND. 3,000
    Humane Society International
    1255 23rd Street NW Suite 450
    Washington,DC20037
    N/A PC GLOBAL ANIMAL PROTECTION ORGANIZATION THAT HELPS ALL ANIMALS-INCLUDING ANIMALS IN LABORATORIES, ANIMALS ON FARMS, COMPANION ANIMALS, AND WILDLIFE. 2,000
    Total .................................bullet 3a 390,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 1,765  
    4 Dividends and interest from securities....     14 486,200  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 121,978  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS REFUNDS
        01 333  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   610,276  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    610,276
    (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 (2019)
    Form 990-PF (2019)
    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 instr.)
    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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    Muchnic Foundation
    EIN:
    48-6102818
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 6,000 6,000    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2017 DepreciationSchedule
    Name:
    Muchnic Foundation
    EIN:
    48-6102818
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2017 ExplnOfNonFilingWithAGStmt
    Name:
    Muchnic Foundation
    EIN:
    48-6102818
    Statement:
    FOUNDATION IS EXEMPT FROM FILING UNDER THE KANSAS REGULATIONS.

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    Muchnic Foundation
    EIN:
    48-6102818
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JPMORGAN #5002 1,656,305 2,159,440
    VALLEY COMPANY 586,750 7,697,720

    TY 2017 OtherIncomeSchedule2
    Name:
    Muchnic Foundation
    EIN:
    48-6102818
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 333    


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    Muchnic Foundation
    EIN:
    48-6102818
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 12,087 12,087    


    TY 2017 TaxesSchedule
    Name:
    Muchnic Foundation
    EIN:
    48-6102818
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BALANCE W/ PRIOR YEAR RETURN 3,434      
    1ST QTR ESTIMATED TAX PAID 12,800      
    SECRETARY OF STATE 40      
    BALANCE W/ 2015 YEAR RETURN 3,107