Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 3,192,077 | 4,136,436 | 2,451,931 | 5,856,917 | 2,999,647 | 18,637,008 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 3,192,077 | 4,136,436 | 2,451,931 | 5,856,917 | 2,999,647 | 18,637,008 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 3,028,825 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 15,608,183 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,192,077 | 4,136,436 | 2,451,931 | 5,856,917 | 2,999,647 | 18,637,008 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 268,631 | 256,615 | 313,053 | 401,080 | 460,931 | 1,700,310 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 20,337,318 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 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 | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S BYLAWS WERE AMENDED JUNE 21, 2018. THE CHANGES AND ADDITIONS ARE AS FOLLOWS: ARTICLE VI, BOARD OF DIRECTORS 2. NUMBER, TERMS OF OFFICE, CLASSES "HOWEVER, WHEN ADDING NEW DIRECTORS, THE INITIAL TERM MAY BE LIMITED TO A TERM SHORTER THAN THREE YEARS IN ORDER TO FACILITATE STAGGERING OF THE EXPIRATION OF TERMS. DIRECTORS SHALL BE LIMITED TO SERVING NO MORE THAN TWO THREE-YEAR CONSECUTIVE TERMS; PROVIDED, HOWEVER, THAT THIS TERM LIMIT MAY BE SUSPENDED, AT THE DISCRETION OF THE BOARD OF DIRECTORS, IN THE CASE OF ANY DIRECTOR WHO IS ALSO SERVING IN THE OFFICE OF TREASURER. THE TERM OF OTHER OFFICERS MAY BE EXTENDED, AT THE DISCRETION OF THE BOARD OF DIRECTORS, AS FOLLOWS: IF AN OFFICER WISHES TO EXTEND HIS OR HER TERM AS DIRECTOR BEYOND THE USUAL TERM LIMIT, THAT OFFICER SHALL SO NOTIFY THE NOMINATING COMMITTEE NO LESS THAN 90 DAYS PRIOR TO THE EXPIRATION OF HIS OR HER TERM. THE NOMINATING COMMITTEE WILL THEN MAKE A RECOMMENDATION TO THE FULL BOARD REGARDING THE REQUESTED TERM EXTENSION, WHICH EXTENSION MAY BE FOR NO MORE THAN ONE YEAR. A RECOMMENDATION FROM THE NOMINATING COMMITTEE TO EXTEND THE TERM WILL ALSO INDICATE IF THE EXTENDED TERM WILL PROVIDE FOR THAT DIRECTOR TO REMAIN IN THE ROLE OF OFFICER OR AS A NON-OFFICER DIRECTOR. FURTHER, COMPLETION OF A TERM LESS THAN THREE YEARS IN LENGTH (WHETHER DUE TO COMPLETING A PARTIAL TERM FILLED BY A VACANCY OR FOR THE PURPOSE OF STAGGERING EXPIRATION OF MEMBER TERMS) SHALL NOT COUNT AGAINST THE TERM LIMIT OF TWO CONSECUTIVE THREE-YEAR TERMS." 3. PROCEDURE FOR NOMINATION OF DIRECTORS A. NOMINATING COMMITTEE "...AND THE COMPOSITION OF THE NOMINATING COMMITTEE MAY BE THE SAME AS THE EXECUTIVE COMMITTEE." B. REPORT OF NOMINATING COMMITTEE "...SHALL INCLUDE NAMES AND GENERAL BIOGRAPHICAL INFORMATOIN OF INDIVIDUALS RECOMMENDED FOR APPOINTMENT TO THE BOARD OF DIRECTORS. SUCH REPORT SHALL BE SUBMITTED TO THE DIRECTORS AT LEAST 30 DAYS IN ADVANCE OF THE MEETING AT WHICH A PERSON'S NOMINATION IS PUT TO A VOTE BY THE DIRECTORS." 4. VACANCIES "UPON RECOMMENDATION AND REPORT BY THE NOMINATING COMMITTEE.." 5. ABSENCE "...IF THE EXECUTIVE COMMITTEE SO DETERMINES...AT THE DISCRETION OF THE EXECUTIVE COMMITTEE." 6. ANNUAL MEETING TO BE HELD DURING THE MONTH OF MAY INSTEAD OF AUGUST. 7. REGULAR MEETINGS "UNLESS OTHERWISE ANNOUNCED, THE DIRECTORS WILL HOLD NINE REGULAR MEETINGS PER YEAR, TYPICALLY HELD ON THE THIRD THURSDAY OF EACH MONTH EXCEPT DURING THE MONTHS OF MARCH, AUGUST, AND DECEMBER." 10. QUORUM "AN ELECTRONIC SIGNATURE CONTAINED IN AN E-MAIL MESSAGE SHALL BE SUFFICIENT TO ESTABLISH WRITTEN CONSENT TO ACTIONS TAKEN WITHOUT A MEETING." ARTICLE VII OFFICERS 2. NOMINATING COMMITTEE "...AT ANY OTHER MEETING, IF SO DESIGNATED BY THE PRESIDENT." 3. ELECTION AND TERM "OFFICERS SHALL BE ELECTED ANNUALLY FROM AMONG CURRENT DIRECTORS BY A MAJORITY VOTE OF A QUORUM DIRECTORS AT A MEETING DESIGNATED FOR THE PURPOSE OF ELECTING OFFICER, AS DESIGNATED BY THE PRESIDENT." "NO PERSON SHALL BE ELECTED TO THE OFFICE OF PRESIDENT MORE THAN THREE (3) CONSECUTIVE TERMS AND NO PERSON SHALL HOLD MORE THAN ONE OFFICE AT THE SAME TIME." 4. DUTIES OF OFFICERS A. REMOVED "...THE ARTICLES OF INCORPORATOIN, THESE BYLAWS OR APPLICABLE LAW." B. REMOVED "THE VICE PRESIDENT SHALL PRESIDE OVER MEETINGS OF THE ALLOCATIONS COMMITTEE." C. REMOVED "THE SECRETARY SHALL PRESIDE OVER MEETINGS OF THE OPERATIONS COMMITTEE." D. CHANGE FROM BUDGET TO "FINANCE" COMMITTEE. ALSO ADDED,"THE TREASURER MAY DELEGATE HIS OR HER DUTIES TO A NON-DIRECTOR, WITH THE CONSENT OF THE EXECUTIVE COMMITTEE." ARTICLE IX WAIVER OF NOTICE "...INCLUDING ELECTRONIC SIGNATURES INCLUDED IN AN E-MAIL MESSAGE..." ARTICLE X COMMITTEES OF THE BOARD OF DIRECTORS 2. COMMITTEE MEMBERSHIP REMOVED "INCLUDING DESIGNATION OF CHAIRPERSONS" 3. REPORTS ADDED "ARE ENCOURAGED AND "EACH COMMITTEE IS EXPECTED TO PROVIDE PERIODIC VERBAL REPORTS AND MAY REPORT IN WRITING TO THE BOARD OF DIRECTORS." 4. MEETINGS "COMMITTEES MAY CONDUCT BUSINESS BY TELEPHONE OR ELECTRONIC MEANS, WITH THE CONSENT OF THE MEMBERS." 5. STANDING COMMITTEES "THE CORPORATION SHALL HAVE STANDING COMMITTEES KNOWN AS THE EXECUTIVE COMMITTEE (WHICH MAY ALSO SERVE AS THE NOMINATING COMMITTEE), THE RESOURCE COMMITTEE, THE GRANTS COMMITTEE, THE FINANCE COMMITTEE, THE AUDIT AND COMPLIANCE COMMITTEE, AND THE MARKTING COMMITTEE." ARTICLE XI EXECUTIVE COMMITTEE 1. APPOINTMENT "...AND THE CHAIR OF EACH OF THE STANDING COMMITTEES. THE EXECUTIVE COMMITTEE MAY HAVE OTHER MEMBER(S) AS NOMINATED BY THE PRESIDENT AND APPROVED BY THE BOARD OF DIRECTORS." 5. ACTION WITH A MEETING "...WHICH SIGNATURE MAY BE PROVIDED BY FACSIMILE OR IN AN E-MAIL OR OTHER ELECTRONIC MEDIA." 6. PROCEDURE CHANGED THE WORD "RESULTS" TO "RULES AND "SHALL" TO "MAY" ADDED "SHALL REPORT ON ITS ACTIONS" ARTICLE XIII AUDIT "AN EXTERNAL AUDIT OF THE FINANCIAL AFFAIRS OF THE CORPORATION SHALL BE CONDUCTED FOLLOWING THE CLOSE OF EACH FISCAL YEAR, AND THE CORPORATION MAY CONDUCT PERIODIC INTERNAL AUDITS." ARTICLE XV INVESTMENT; BANK ACCOUNT; CHECKS AND DRAFTS; LOANS; SECURITIES 3. CHECKS AND DRAFTS REMOVED OR BY HAND STAMPED IMPRESSION IN THE NAME OF THE CORPORATION." |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS ELECRONICALLY FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND COMMITTEE MEMBERS ARE ASKED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM THAT LISTS OTHER COMPANIES OR AGENCIES THEY MAY HAVE A RELATIONSHIP WITH. WHEN BUSINESS OR GRANT REQUESTS ARE REVIEWED ANY MEMBER WITH A CONFLICT WILL BE ASKED TO RECUSE THEMSELVES FROM ANY VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15A | A PERFORMANCE EVALUATION FOR THE EXECUTIVE DIRECTOR IS SENT TO THE ENTIRE BOARD OF DIRECTORS ANNUALLY. THE BOARD MEMBERS PROVIDE FEEDBACK TO THE EXECUTIVE COMMITTEE WHO THEN EVALUATES IN CONJUNCTION WITH LOCAL MARKET COMPARABILITY DATA TO DETERMINE AN APPROPRIATE EXECUTIVE DIRECTOR SALARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S WEBSITE. MINUTES OF MEETINGS, BOARD OF DIRECTORS, COMMITTEES, ETC. ARE MAINTAINED AT THE FOUNDATION OFFICE. |
| FORM 990, PART XI, LINE 9: | NET UNREALIZED GAIN/LOSS 840,384. |
| Software ID: | |
| Software Version: |