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 07-01-2017 , and ending 06-30-2018
Name of foundation
The Nash Foundation
 
% Mr Michael Atwood
Number and street (or P.O. box number if mail is not delivered to street address)8088 Savanna Valley Way
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Victoria, MN55386
A Employer identification number

41-6019142
B Telephone number (see instructions)

(612) 929-0916
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$4,957,391J 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 399 399  
4 Dividends and interest from securities... 97,489 95,564  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 37,272
b Gross sales price for all assets on line 6a 225,146
7 Capital gain net income (from Part IV, line 2)... 37,272
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)....... Click to see attachment 626 626  
12 Total. Add lines 1 through 11........ 135,786 133,861  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,791     3,791
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 890     890
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 800      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,116     6,116
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 33,831 122   33,709
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,428 122   44,506
25 Contributions, gifts, grants paid....... 172,261 172,261
26 Total expenses and disbursements. Add lines 24 and 25 217,689 122   216,767
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -81,903
b Net investment income (if negative, enter -0-) 133,739
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.............      
2 Savings and temporary cash investments......... 249,398 303,871 303,871
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) 160,156 Click to see attachment162,938 167,103
b Investments—corporate stock (attach schedule)....... 3,446,211 Click to see attachment3,407,975 4,486,417
c Investments—corporate bonds (attach schedule)....... 100,922    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
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) 3,956,687 3,874,784 4,957,391
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 3,956,687 3,874,784
29 Total net assets or fund balances (see instructions)..... 3,956,687 3,874,784
30 Total liabilities and net assets/fund balances (see instructions). 3,956,687 3,874,784
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
3,956,687
2
Enter amount from Part I, line 27a .....................
2
-81,903
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,874,784
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
3,874,784
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 Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 225,146   187,874 37,272
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       37,272
b
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 37,272
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 206,336 4,441,266 0.046459
2017 216,275 4,213,671 0.051327
2016 192,270 4,454,328 0.043165
2015 204,309 4,361,141 0.046848
2014 162,672 3,985,977 0.040811
2
Total of line 1, column (d) .....................
2
0.22861
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
0.045722
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
4,858,839
5
Multiply line 4 by line 3......................
5
222,156
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,337
7
Add lines 5 and 6........................
7
223,493
8
Enter qualifying distributions from Part XII, line 4,.............
8
216,767
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 2,675
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 2,675
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 2,675
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 2,375
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 300
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,675
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   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)
    bulletMN
    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 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 ofbulletMr Michael Atwood Telephone no.bullet (612) 929-0916

    Located atbullet501 SILVERSIDE ROAD SUITE 123WILMINGTONDE ZIP+4bullet198091377
    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
     
     
    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
    Barbara Atwood Board Member
    1.0     		0 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    Gabrielle Atwood Board Member / VP
    1.0     		0 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    Michael Atwood Board Member / Pres
    1.0     		3,791 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    Nicolas Atwood Board Member
    1.0     		0 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    Brooke Bailey Board Member
    1.0     		0 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    John Brautigam Board Member / Sec
    1.0     		0 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    Jocelyn Lister Koenig Board Member
    1.0     		0 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    Victoria C Lanyon Board Member
    1.0     		0 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    Jeffrey Pierce Norton Jr Board Member
    1.0     		0 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    Alyson Nash Tocho Board Member
    1.0     		0 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    Cynthia N Tocho III Board Member / Treas
    1.0     		0 0 0
    8088 Savanna Valley Way
    Victoria,MN55386
    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
    4,635,990
    b
    Average of monthly cash balances.......................
    1b
    296,841
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,932,831
    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
    4,932,831
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    73,992
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,858,839
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    242,942
    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
    242,942
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    2,675
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,675
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    240,267
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    240,267
    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
    240,267
    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
    216,767
    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
    216,767
    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
    216,767
    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 7 240,267
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 207,446
    b Total for prior years:2015, 2014, 2013  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 216,767
    a Applied to 2018, but not more than line 2a 207,446
    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..... 9,321
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019.    
    (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 ..........     		 
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		230,946
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    AAVI INC
    3310 US HWY 301 N
    ELLENTON,FL34222     		N/A PC General & Unrestricted 500
    ACEQUIA MADRE PTC INC
    700 ACEQUIA MADRE
    SANTA FE,NM87505     		N/A PC General & Unrestricted 1,500
    ALIVE & KICKIN
    1015 4TH AVE N STE 205
    MINNEAPOLIS,MN55405     		N/A PC General & Unrestricted 12,500
    AMERICAN CIVIL LIBERTIES UNION OF MAINE FOUNDATION
    121 MIDDLE ST STE 303
    PORTLAND,ME04101     		N/A PC General & Unrestricted 90
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		N/A PC David Hirschmann International Development Scholarship Fund 200
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		N/A PC David Hirschmann International Development Scholarship Fund 1,000
    AMNESTY INTERNATIONAL OF THE USA INC
    5 PENN PLZ 16TH FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 400
    AUDUBON CANYON RANCH INC
    4900 SHORELINE HWY 1
    STINSON BEACH,CA94970     		N/A PC General & Unrestricted 250
    AVENUES FOR HOMELESS YOUTH
    1708 OAK PARK AVE N
    MINNEAPOLIS,MN55411     		N/A PC General & Unrestricted 500
    BLAKE SCHOOL
    110 BLAKE RD S
    HOPKINS,MN55343     		N/A PC General & Unrestricted 600
    BOTTOM LINE INC
    500 AMORY ST STE 3
    BOSTON,MA02130     		N/A PC Worcester Office Division 500
    BROOKLYN BOTANIC GARDEN CORPORATION
    1000 WASHINGTON AVE
    BROOKLYN,NY11225     		N/A PC General & Unrestricted 250
    BROTHERHOOD OF MEN MENTOR GROUP INC
    PO BOX 51891
    SARASOTA,FL34232     		N/A PC General & Unrestricted 200
    CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA
    3276 MCNUTT AVE
    WALNUT CREEK,CA94597     		N/A PC General & Unrestricted 500
    CAPITAL PUBLIC RADIO INC
    7055 FOLSOM BLVD
    SACRAMENTO,CA95826     		N/A PC General & Unrestricted 250
    CHILDRENS MIRACLE NETWORK
    205 W 700 S
    SALT LAKE CTY,UT84101     		N/A PC General & Unrestricted 500
    COMPASSION INTERNATIONAL INCORPORATED
    12290 VOYAGER PKWY
    COLORADO SPRINGS,CO80997     		N/A PC General & Unrestricted 400
    DEMOCRATIC SOCIALISTS OF AMERICA FUND INC
    75 MAIDEN LN STE 702
    NEW YORK,NY10038     		N/A PC Boston DSA Division 200
    ECOLOGY EDUCATION INC
    8 MORRIS AVE BLDG ONE
    SACO,ME04072     		N/A PC General & Unrestricted 125
    EMERGENCY MEDICAL ASSISTANCE INC
    PO BOX 33552
    PALM BCH GDNS,FL33420     		N/A PC General & Unrestricted 75
    ENVIRONMENTAL INITIATIVE
    211 N 1ST ST STE 250
    MINNEAPOLIS,MN55401     		N/A PC General & Unrestricted 2,000
    EPISCOPAL RELIEF AND DEVELOPMENT
    PO BOX 7058
    MERRIFIELD,VA22116     		N/A PC General & Unrestricted 500
    FOOD EMPOWERMENT PROJECT
    PO BOX 7322
    COTATI,CA94931     		N/A PC General & Unrestricted 500
    FRESH AIR FUND
    633 3RD AVE
    NEW YORK,NY10017     		N/A PC General & Unrestricted 150
    GOVERNOR DUMMER ACADEMY
    1 ELM ST
    BYFIELD,MA01922     		N/A PC General & Unrestricted 250
    GRAND FORKS COUNTY HISTORICAL SOCIETY
    PO BOX 5095
    GRAND FORKS,ND58206     		N/A PC General & Unrestricted 2,250
    GREAT RIVER GREENING
    251 STARKEY ST STE 2200
    SAINT PAUL,MN55107     		N/A PC General & Unrestricted 25,000
    GREATER PORTLAND IMMIGRANT WELCOME CENTER
    24 PREBLE ST 3RD FL
    PORTLAND,ME04101     		N/A PC General & Unrestricted 1,000
    GUARDIAN AD LITEM FOUNDATION OF TAMPA BAY INC
    14250 49TH ST N STE 4000
    CLEARWATER,FL33762     		N/A PC General & Unrestricted 3,000
    HEALING JOURNEYS
    PO BOX 221417
    SACRAMENTO,CA95822     		N/A PC General & Unrestricted 200
    HENNEPIN HISTORY MUSEUM
    2303 3RD AVE S
    MINNEAPOLIS,MN55404     		N/A PC General & Unrestricted 2,000
    HIGH ATLAS FOUNDATION
    332 BLEECKER ST
    NEW YORK,NY10014     		N/A PC General & Unrestricted 200
    HISPANIC FEDERATION INC
    55 EXCHANGE PL 5TH FL
    NEW YORK,NY10005     		N/A PC General & Unrestricted 100
    HOPE SEEDS INC
    4501 MANATEE AVE W RM 161
    BRADENTON,FL34209     		N/A PC General & Unrestricted 200
    INTERNATIONAL ACADEMY OF FINE ART
    888 NEWARK AVE
    JERSEY CITY,NJ07306     		N/A PC General & Unrestricted 1,500
    INTERNATIONAL JUSTICE MISSION
    PO BOX 96961
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 900
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST 12TH FL
    NEW YORK,NY10168     		N/A PC General & Unrestricted 600
    JEREMIAH PROGRAM
    615 1ST AVE NE STE 210
    MINNEAPOLIS,MN55413     		N/A PC General & Unrestricted 15,000
    JUDICIAL WATCH INC
    425 3RD ST SW STE 800
    WASHINGTON,DC20024     		N/A PC General & Unrestricted 1,200
    LAGUNA DE SANTA ROSA FOUNDATION
    900 SANFORD RD
    SANTA ROSA,CA95401     		N/A PC General & Unrestricted 500
    LUTHER COLLEGE
    700 COLLEGE DR
    DECORAH,IA52101     		N/A PC General & Unrestricted 65
    MACALESTER COLLEGE
    1600 GRAND AVE
    SAINT PAUL,MN55105     		N/A PC General & Unrestricted 50
    MEDECINS SANS FRONTIERES USA INC
    40 RECTOR ST 16TH FL
    NEW YORK,NY10006     		N/A PC General & Unrestricted 600
    MINNESOTA PUBLIC RADIO
    480 CEDAR ST
    SAINT PAUL,MN55101     		N/A PC General & Unrestricted 85
    MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION INCO
    236 WIGLEY ADMINISTRATION CTR
    MANKATO,MN56001     		N/A PC General & Unrestricted 500
    MOGOLLON SPORTING ASSOCIATION INC
    PO BOX 1662
    PAYSON,AZ85547     		N/A PC General & Unrestricted 1,500
    MORAVIAN CARE MINISTRIES
    501 N OAK ST
    CHASKA,MN55318     		N/A PC Auburn Homes Division 800
    MUTTS WITH A MISSION
    PO BOX 4147
    SUFFOLK,VA23439     		N/A PC General & Unrestricted 1,000
    MYHEALTH FOR TEENS AND YOUNG ADULTS INC
    15 8TH AVE S
    HOPKINS,MN55343     		N/A PC General & Unrestricted 500
    NATIONAL AUDUBON SOCIETY INC
    225 VARICK ST 7TH FL
    NEW YORK,NY10014     		N/A PC General & Unrestricted 500
    NATIONAL DANCE INSTITUTE NEW MEXICO INC
    1140 ALTO ST
    SANTA FE,NM87501     		N/A PC General & Unrestricted 250
    NEW YORK PUBLIC RADIO
    160 VARICK ST
    NEW YORK,NY10013     		N/A PC General & Unrestricted 300
    NICHOLS SCHOOL OF BUFFALO
    1250 AMHERST ST
    BUFFALO,NY14216     		N/A PC General & Unrestricted 200
    NORMANDALE EVANGELICAL LUTHERAN CHURCH OF EDINA
    6100 NORMANDALE RD
    EDINA,MN55436     		N/A PC General & Unrestricted 250
    PAUSE 4 PAWS
    4205 XENIUM LN N
    PLYMOUTH,MN55442     		N/A PC General & Unrestricted 200
    PEOPLE PLUS
    35 UNION ST
    BRUNSWICK,ME04011     		N/A PC Teen Center Program 4,000
    PET PROJECT
    3755 BOOMINGTON AVE S
    MINNEAPOLIS,MN55407     		N/A PC General & Unrestricted 100
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 300
    PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DA
    671 VANDALIA ST
    SAINT PAUL,MN55114     		N/A PC General & Unrestricted 12,150
    PROSPECT PARK ALLIANCE INC
    95 PROSPECT PARK W
    BROOKLYN,NY11215     		N/A PC General & Unrestricted 575
    RBC MINISTRIES
    3000 KRAFT AVE SE
    GRAND RAPIDS,MI49512     		N/A PC General & Unrestricted 150
    ROSENBERG FUND FOR CHILDREN INC
    116 PLEASANT ST STE 348
    EASTHAMPTON,MA01027     		N/A PC General & Unrestricted 1,000
    SALVATION ARMY
    2445 PRIOR AVE N
    ROSEVILLE,MN55113     		N/A PC General & Unrestricted 500
    SARASOTA MEDICAL PREGNANCY CENTER INC
    1762 HAWTHORNE ST STE 5
    SARASOTA,FL34239     		N/A PC General & Unrestricted 200
    SHATTUCK-ST MARYS SCHOOLS
    1000 SHUMWAY AVE
    FARIBAULT,MN55021     		N/A PC General & Unrestricted 300
    SHELBURNE FARMS
    1611 HARBOR RD
    SHELBURNE,VT05482     		N/A PC General & Unrestricted 2,000
    SOJOURNS COMMUNITY CLINIC INC
    4923 US RTE 5
    WESTMINSTER,VT05158     		N/A PC General & Unrestricted 200
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 50
    ST CROIX RIVER ASSOCIATION
    PO BOX 655
    ST CROIX FLS,WI54024     		N/A PC General & Unrestricted 700
    ST PAUL ACADEMY AND SUMMIT SCHOOL
    1712 RANDOLPH AVE
    SAINT PAUL,MN55105     		N/A PC General & Unrestricted 500
    THE CEDAR CULTURAL CENTER INC
    416 CEDAR AVE S
    MINNEAPOLIS,MN55454     		N/A PC The Cedar's 29th Season 12,500
    THE EMILY PROGRAM FOUNDATION
    2265 COMO AVE
    ST PAUL,MN55108     		N/A PC General & Unrestricted 2,000
    THE EXUMA FOUNDATION
    5885 LANDERBROOK DR STE 300
    MAYFIELD HEIGHTS,OH44124     		N/A PC General & Unrestricted 400
    THE SOCIETY OF THE COMPANIONS OF THE HOLY CROSS
    46 ELM ST
    BYFIELD,MA01922     		N/A PC General & Unrestricted 1,000
    THE YOUTH SCIENCE INSTITUTE
    296 GARDEN HILL DR
    LOS GATOS,CA95032     		N/A PC General & Unrestricted 1,500
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3551 TROUSDALE PKWY ATT CENTER T2
    LOS ANGELES,CA90089     		N/A PC General & Unrestricted 250
    UNIVERSITY OF SOUTHERN MAINE FOUNDATION
    96 FALMOUTH ST
    PORTLAND,ME04103     		N/A PC General & Unrestricted 696
    URBAN BOATBUILDERS INC
    2288 UNIVERSITY AVE W
    SAINT PAUL,MN55114     		N/A PC Apprenticeship Program 25,000
    URBAN SQUASH TWIN CITIES
    123 HARVARD ST SE NO 144
    MINNEAPOLIS,MN55455     		N/A PC General & Unrestricted 5,500
    VEAP INC
    9600 ALDRICH AVE S
    BLOOMINGTON,MN55420     		N/A PC General & Unrestricted 250
    VERMONT FOODBANK
    33 PARKER RD
    BARRE,VT05641     		N/A PC General & Unrestricted 300
    VISION LOSS RESOURCES INC
    1936 LYNDALE AVE S
    MINNEAPOLIS,MN55403     		N/A PC General & Unrestricted 2,000
    VOCALESSENCE
    1900 NICOLLET AVE
    MINNEAPOLIS,MN55403     		N/A PC General & Unrestricted 1,300
    WASATCH ACADEMY
    120 S 100 W
    MT PLEASANT,UT84647     		N/A PC General & Unrestricted 250
    WAYZATA HISTORICAL SOCIETY
    402 LAKE ST E
    WAYZATA,MN55391     		N/A PC General & Unrestricted 2,000
    WESLEYAN UNIVERSITY
    237 HIGH ST
    MIDDLETOWN,CT06459     		N/A PC General & Unrestricted 100
    WILLIAMS COLLEGE
    75 PARK ST
    WILLIAMSTOWN,MA01267     		N/A PC General & Unrestricted 3,600
    WILLOWIND THERAPEUTIC RIDING CENTER INC
    1140 STATE HWY 3
    BAR HARBOR,ME04609     		N/A PC General & Unrestricted 3,000
    WINDSOR PUBLIC LIBRARY
    43 STATE ST
    WINDSOR,VT05089     		N/A PC General & Unrestricted 500
    YOUTHLINK
    41 N 12TH ST
    MINNEAPOLIS,MN55403     		N/A PC General & Unrestricted 3,000
    Total .................................bullet 3a 172,261
    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 ...........     		    14 399  
    4 Dividends and interest from securities....     14 97,489  
    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 37,272  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION LAWSUIT PROCEEDS     		    01 626  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   135,786  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    135,786
    (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

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

    TY 2017 DepreciationSchedule
    Name:
    The Nash Foundation
    EIN:
    41-6019142
    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 InvestmentsCorpStockSchedule
    Name:
    The Nash Foundation
    EIN:
    41-6019142
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB INTRNTNL EQ 853,483 927,581
    SCHWAB US BROAD MARKET 2,058,707 3,068,337
    USD SCHWAB US AGGREGATE BOND 495,785 490,499

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    The Nash Foundation
    EIN:
    41-6019142
    US Government Securities - End of Year Book Value:

    109,785
    US Government Securities - End of Year Fair Market Value:

    116,930
    State & Local Government Securities - End of Year Book Value:


    53,153
    State & Local Government Securities - End of Year Fair Market Value:


    50,173


    TY 2017 OtherExpensesSchedule
    Name:
    The Nash Foundation
    EIN:
    41-6019142
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 33,133     33,133
    Bank Charges 122 122    
    OFFICE SUPPLIES 49     49
    State or Local Filing Fees 25     25
    Website Hosting/Support 87     87
    DIGITAL SUBSCRIPTION FEES 415     415


    TY 2017 OtherIncomeSchedule2
    Name:
    The Nash Foundation
    EIN:
    41-6019142
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Class Action Lawsuit Proceeds 626 626  


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    The Nash Foundation
    EIN:
    41-6019142
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DOC & PHOTO ARCHIVAL SERVICES 890     890


    TY 2017 TaxesSchedule
    Name:
    The Nash Foundation
    EIN:
    41-6019142
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2018 800