-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
18
Open to Public Inspection
For calendar year 2018, or tax year beginning
01-01-2018
, and ending
12-31-2018
Name of foundation
UNION PLUS EDUCATION FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
1100 FIRST STREET NE NO 850
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON
,
DC
20002
A Employer identification number
38-3647522
B
Telephone number (see instructions)
(202) 293-5330
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
368,717
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
156,250
2
Check
.............
3
Interest on savings and temporary cash investments
1,271
1,271
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
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)
.......
12
Total.
Add lines 1 through 11
........
157,521
1,271
13
Compensation of officers, directors, trustees, etc.
0
0
0
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)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
42,572
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
42,572
0
0
25
Contributions, gifts, grants paid
.......
159,500
159,500
26
Total expenses and disbursements.
Add lines 24 and 25
202,072
0
159,500
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-44,551
b
Net investment income
(if negative, enter -0-)
1,271
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2018)
Form 990-PF (2018)
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
1
Cash—non-interest-bearing
.............
3
48,881
48,881
2
Savings and temporary cash investments
.........
354,970
206,231
206,231
3
Accounts receivable
113,605
Less: allowance for doubtful accounts
58,295
113,605
113,605
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
413,268
368,717
368,717
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
413,268
368,717
28
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
29
Retained earnings, accumulated income, endowment, or other funds
0
0
30
Total net assets or fund balances
(see instructions)
.....
413,268
368,717
31
Total liabilities and net assets/fund balances
(see instructions)
.
413,268
368,717
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 30 (must agree with end-of-year figure reported on prior year’s return)
...............
1
413,268
2
Enter amount from Part I, line 27a
.....................
2
-44,551
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
368,717
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
.
6
368,717
Form
990-PF
(2018)
Form 990-PF (2018)
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.)
1a
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
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
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
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
...................
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?
Yes
No
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))
2017
162,000
338,745
0.478236
2016
160,000
344,344
0.464652
2015
160,760
357,580
0.449578
2014
169,874
365,009
0.465397
2013
463,386
324,342
1.428696
2
Total
of line 1, column (d)
.....................
2
3.286559
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
0.657312
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5
......
4
300,467
5
Multiply line 4 by line 3
......................
5
197,501
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
13
7
Add lines 5 and 6
........................
7
197,514
8
Enter qualifying distributions from Part XII, line 4
,.............
8
159,500
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
(2018)
Form 990-PF (2018)
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
and enter “N/A" on line 1.
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
25
here
and 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
0
3
Add lines 1 and 2
...........................
3
25
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
25
6
Credits/Payments:
a
2018 estimated tax payments and 2017 overpayment credited to 2018
6a
25
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
25
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2019 estimated tax
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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)
DC
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 2018 or the taxable year beginning in 2018? 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
(2018)
Form 990-PF (2018)
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 address
N/A
14
The books are in care of
THE FOUNDATION
Telephone no.
(202) 293-5330
Located at
1100 FIRST STREET NE NO 850
WASHINGTON
DC
ZIP+4
20002
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
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 2018?
.............
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 2018, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2018?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2018 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 2018.)
..................
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 2018?
4b
No
Form
990-PF
(2018)
Form 990-PF (2018)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
MITCHELL STEVENS
TRUSTEE
2.00
0
0
0
1100 FIRST STREET NE
WASHINGTON
,
DC
20002
STEPHEN GOLDSMITH
TRUSTEE
2.00
0
0
0
1100 FIRST STREET NE
WASHINGTON
,
DC
20002
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
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2018)
Form 990-PF (2018)
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
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
PROVIDED SCHOLARSHIPS TO UNION MEMBERS, THEIR SPOUSES, AND DEPENDENTS, TO ENABLE THEM TO PURSUE EDUCATION.
159,500
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
.........................
0
Form
990-PF
(2018)
Form 990-PF (2018)
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
0
b
Average of monthly cash balances
.......................
1b
305,043
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
305,043
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
305,043
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
4,576
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
300,467
6
Minimum investment return.
Enter 5% of line 5
..................
6
15,023
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
15,023
2a
Tax on investment income for 2018 from Part VI, line 5
......
2a
25
b
Income tax for 2018. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
25
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
14,998
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
14,998
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
14,998
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
159,500
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
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
159,500
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
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
159,500
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
(2018)
Form 990-PF (2018)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2017
(c)
2017
(d)
2018
1
Distributable amount for 2018 from Part XI, line 7
14,998
2
Undistributed income, if any, as of the end of 2018:
a
Enter amount for 2017 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2018:
a
From 2013
......
447,187
b
From 2014
......
151,639
c
From 2015
......
142,896
d
From 2016
......
142,796
e
From 2017
......
145,085
f
Total
of lines 3a through e
........
1,029,603
4
Qualifying distributions for 2018 from Part
XII, line 4:
$
159,500
a
Applied to 2017, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2018 distributable amount
.....
14,998
e
Remaining amount distributed out of corpus
144,502
5
Excess distributions carryover applied to 2018.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,174,105
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
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2017. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2018. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2019
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2013 not
applied on line 5 or line 7 (see instructions)
...
447,187
9
Excess distributions carryover to 2019.
Subtract lines 7 and 8 from line 6a
......
726,918
10
Analysis of line 9:
a
Excess from 2014
....
151,639
b
Excess from 2015
....
142,896
c
Excess from 2016
....
142,796
d
Excess from 2017
....
145,085
e
Excess from 2018
....
144,502
Form
990-PF
(2018)
Form 990-PF (2018)
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 2018, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2018
(b)
2017
(c)
2016
(d)
2015
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2018)
Form 990-PF (2018)
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)
a
Paid during the year
CHRISTINA WHITTINGHAM
1476 ALLERTON AVENUE
BRONX
,
NY
10469
NONE
I
SCHOLARSHIPS
2,500
MARY PHAN
129 SMALLWOOD AVENUE
BELLEVILLE
,
NJ
07109
NONE
I
SCHOLARSHIPS
2,500
MIRANDA DELANCEY
116 ARTHUR AVENUE
SOUTH FLORAL PARK
,
NY
11001
NONE
I
SCHOLARSHIPS
2,500
SARAH SMITH
81 LENOX AVENUE
IRVINGTON
,
NJ
07111
NONE
I
SCHOLARSHIPS
2,500
JASON M KARASEV
1113 POINSETTIA DRIVE
WEST HOLLYWOOD
,
CA
90046
NONE
I
SCHOLARSHIPS
1,500
MADISON A WELLE
3651 N MORNING DOVE
MESA
,
AZ
85207
NONE
I
SCHOLARSHIPS
1,000
NOAH R FRAZEE
4129 AUBURN ROAD
HUNTINGTON
,
WV
25704
NONE
I
SCHOLARSHIPS
500
TIAJUANNA EVANS
117 GATLIN DRIVE
HOPKINS
,
SC
29061
NONE
I
SCHOLARSHIPS
750
RYAN R MURPHY
96 ARMOUR ROAD
MAHWAH
,
NJ
07430
NONE
I
SCHOLARSHIPS
2,000
MAXINE MUSTO
430 LARCH AVENUE
BOGOTA
,
NJ
07603
NONE
I
SCHOLARSHIPS
1,000
BRIAN WHITE
6650 TOWNSHIP ROAD 31
SOMERSET
,
OH
43783
NONE
I
SCHOLARSHIPS
1,000
GREGORY C OTTING JR
10434 TAYLOR ROAD SW
ETNA
,
OH
43068
NONE
I
SCHOLARSHIPS
1,000
ZOE KAPLAN
6500 N NEWGARD
CHICAGO
,
IL
60626
NONE
I
SCHOLARSHIPS
500
SOO J KIM
54 PHOEBE FARMS LN
NEW CASTLE
,
DE
19720
NONE
I
SCHOLARSHIPS
500
VICTORIA A ARELLANO
4617 E CHILDS AVENUE
MERCED
,
CA
95341
NONE
I
SCHOLARSHIPS
500
BRIDGETTE M HEGARTY
5346 N NAGLE AVENUE
CHICAGO
,
IL
60630
NONE
I
SCHOLARSHIPS
500
GLADIS PHILIP
63 CAMBRIDGE AVENUE
SADDLE BROOK
,
NJ
07663
NONE
I
SCHOLARSHIPS
1,000
ANNA J WEICK
84 PROPERZI WAY UNIT 1
SOMERVILLE
,
MA
02143
NONE
I
SCHOLARSHIPS
500
JEANA KIM
1479 WHITCOMB AVENUE
DES PLAINES
,
IL
60018
NONE
I
SCHOLARSHIPS
2,000
MICHAEL G LAMBERT
504 N MAIN STREET PO BOX 411
ATWATER
,
MN
56209
NONE
I
SCHOLARSHIPS
500
TAEGAN D MEREDITH
4491 WILLIAMSTOWN DRIVE
NORTH OLMSTED
,
OH
44070
NONE
I
SCHOLARSHIPS
500
ELIZABETH KEMPTER
24 WILLOW LANE
POESTENKILL
,
NY
12140
NONE
I
SCHOLARSHIPS
500
MAYA HERNANDEZ
4432 N MAPLEWOOD AVENUE
CHICAGO
,
IL
60625
NONE
I
SCHOLARSHIPS
500
DEVIN C ROMINES
391 LOMA DRIVE
CAMARILLO
,
CA
93010
NONE
I
SCHOLARSHIPS
2,000
TALYA KLINGER
335 BOLLING CIRCLE
NOVATO
,
CA
94949
NONE
I
SCHOLARSHIPS
2,000
CHRISTIAN T CALAMUCI
905 TRAVIS AVENUE
STATEN ISLAND
,
NY
10314
NONE
I
SCHOLARSHIPS
4,000
ASHLEY A VITIELLO
197 HAYES DRIVE
SADDLE BROOK
,
NJ
07663
NONE
I
SCHOLARSHIPS
1,000
SIGNE LEE
11 STEVENSON ROAD
EAST HAMPTON
,
CT
06424
NONE
I
SCHOLARSHIPS
500
ISAAC E MCDONALD
2514 N UNION AVENUE
TACOMA
,
WA
98406
NONE
I
SCHOLARSHIPS
500
CARMEN M HERNANDEZ
5490 TAL DRIVE
SHREVEPORT
,
LA
71129
NONE
I
SCHOLARSHIPS
500
TAYLOR L MILLER
3103 FLINTWOOD FARM LN
BELLEVILLE
,
IL
62221
NONE
I
SCHOLARSHIPS
2,000
JEANNIE M QUALLS
4330 W 69TH STREET N
VALLEY CENTER
,
KS
67147
NONE
I
SCHOLARSHIPS
500
EVAN SCHAFER
3472 133RD AVENUE
CLEAR LAKE
,
MN
553199235
NONE
I
SCHOLARSHIPS
3,000
ALLY WAY
4507 N PINE BROOK WAY
HOUSTON
,
TX
77059
NONE
I
SCHOLARSHIPS
1,000
MADELAINE A MATEJ MACQUEEN
3637 WINCHELL ROAD
SHAKER HEIGHTS
,
OH
44122
NONE
I
SCHOLARSHIPS
2,000
JESSE L KNISELY
641 SE 561ST ROAD
CLINTON
,
MO
64735
NONE
I
SCHOLARSHIPS
500
TEVYA PARETTI
312 WHITE HORSE PIKE
HAMMONTON
,
NJ
08037
NONE
I
SCHOLARSHIPS
750
CALE SHERWOOD
3805 LEW WALLACE DR
CLOVIS
,
NM
88101
NONE
I
SCHOLARSHIPS
1,000
ELISA A HIDROGO
137 W NORTH STREET
WOODLAND
,
CA
95695
NONE
I
SCHOLARSHIPS
1,500
KYLEE A BAUER
PO BOX 1513
COLFAX
,
CA
95713
NONE
I
SCHOLARSHIPS
3,500
NICOLE A PLEDGER
33909 SHYLOCK DRIVE
FREMONT
,
CA
94555
NONE
I
SCHOLARSHIPS
1,000
IDELLE A WALTERS
1963 ELIZABETH AVENUE
CORNING
,
CA
96021
NONE
I
SCHOLARSHIPS
500
LISA L BURNS
3938 BENTLEY AVENUE
CULVER CITY
,
CA
90232
NONE
I
SCHOLARSHIPS
4,000
REINA FERRUFINO
11573 BEVERLY BLVD
WHITTIER
,
CA
90601
NONE
I
SCHOLARSHIPS
3,000
HECTOR CABELLO SEVERIANO
933 CASADO
GALT
,
CA
95632
NONE
I
SCHOLARSHIPS
500
ISABELLA M HABERMAN
6514 W MODOC COURT
VISALIA
,
CA
93291
NONE
I
SCHOLARSHIPS
2,500
MEEKI K LAD
265 EAST JAMES PL
ISELIN
,
NJ
08830
NONE
I
SCHOLARSHIPS
2,000
MADISON L METAGUE
13 OLD HICKORY DR
RICHBORO
,
PA
18954
NONE
I
SCHOLARSHIPS
500
ANNA BRYAN
338 BOGEY LANE
KIRKWOOD
,
MO
63122
NONE
I
SCHOLARSHIPS
2,500
BENJAMIN J FALCON
7634 GRANITE DRIVE
CORPUS CHRISTI
,
TX
78414
NONE
I
SCHOLARSHIPS
4,000
JACQUELYN TROTT
19419 NAVARRO MILLS DR
TOMBALL
,
TX
77375
NONE
I
SCHOLARSHIPS
500
OLIVIA R GAHAN
1701 HASTY WAY
LOUISVILLE
,
KY
40216
NONE
I
SCHOLARSHIPS
1,500
EMILY M MASTERSON
150 PETERS CREEK PKWY APT 530
WINSTON SALEM
,
NC
27101
NONE
I
SCHOLARSHIPS
2,000
DEANNA M CRAIG
1855 ARDSLEY WAY
SANIBEL
,
FL
33957
NONE
I
SCHOLARSHIPS
2,500
SEDAR S KANE
3405 MEADOW OAK DR
COTTONWOOD
,
CA
96022
NONE
I
SCHOLARSHIPS
500
EVAN D MORGAN
6911 COSTERO VIENTOS
SAN CLEMENTE
,
CA
92673
NONE
I
SCHOLARSHIPS
4,000
JULIA M PELLETIER
20827 E COUNTY ROAD 153
BLAIR
,
OK
73526
NONE
I
SCHOLARSHIPS
2,000
BETTA LYON DELSORDO
3504 WEST CENTRAL AVE
MISSOULA
,
MT
59804
NONE
I
SCHOLARSHIPS
4,000
JULIA L KANE
31 CALVERT ROAD
EAST WALPOLE
,
MA
02032
NONE
I
SCHOLARSHIPS
2,000
BENJAMIN FREEMAN
1316 WHISPER DRIVE
VIRGINIA BEACH
,
VA
23454
NONE
I
SCHOLARSHIPS
750
LESTER H IWATA
HCR3 BOX 14023
KEAAU
,
HI
96749
NONE
I
SCHOLARSHIPS
2,000
TAYLOR L COMBS
207 N 1ST STREET
HOPKINS
,
MO
64461
NONE
I
SCHOLARSHIPS
2,500
TREVOR M CRIDER LEVI
3189 BLACKBERRY LANE
RISING SUN
,
IN
47040
NONE
I
SCHOLARSHIPS
500
CAROLINE EIMER
45 HENLEY AVENUE
CRANFORD
,
NJ
07016
NONE
I
SCHOLARSHIPS
2,000
LYDIA LUGINBUHL
1393 COUNTY RD 1900 E
ROANOKE
,
IL
61561
NONE
I
SCHOLARSHIPS
500
TYLER JUDD
8062 PONDS LODGE DR
WEST JORDAN
,
UT
84081
NONE
I
SCHOLARSHIPS
500
OLIVIA L O'KEEFE
7859 HOWARD DADE AVE
LAS VEGAS
,
NV
89129
NONE
I
SCHOLARSHIPS
1,000
SAMANTHA N HOFFMAN
PO BOX 183
HIGHMORE
,
SD
57345
NONE
I
SCHOLARSHIPS
750
BRITTANY T THOMPSON
7105 OLD KATY RD APT 4206
HOUSTON
,
TX
77024
NONE
I
SCHOLARSHIPS
500
KENDAL R MCGACKIN
232 GEORGIA DRIVE
BRICK
,
NJ
08723
NONE
I
SCHOLARSHIPS
500
MIKAELA SMITH
28151 US HIGHWAY 71
JEFFERS
,
MN
56145
NONE
I
SCHOLARSHIPS
1,000
LUKE W MYERS
900 HINCKLEY LANE
FILLMORE
,
CA
93015
NONE
I
SCHOLARSHIPS
1,000
SHAELYN R MARX
1812 WEST MAIN ST
STROUDSBURG
,
PA
18360
NONE
I
SCHOLARSHIPS
500
ARTHUR A SAWYER
41 N 130 W HC 74 BOX 4110
GREENVILLE
,
UT
84731
NONE
I
SCHOLARSHIPS
750
AIDAN P MORRISON
90 NOBLE STREET
SEEKONK
,
MA
02771
NONE
I
SCHOLARSHIPS
500
AUSTIN B MAXWELL
555 39TH COURT
VERO BEACH
,
FL
32968
NONE
I
SCHOLARSHIPS
500
ASHLEY L MCMAHAN
5354 E WILLOWICK DRIVE
ANAHEIM HILLS
,
CA
92807
NONE
I
SCHOLARSHIPS
500
KARILIN YIU
1396 EL CAMINO REAL 208
MILLBRAE
,
CA
94030
NONE
I
SCHOLARSHIPS
2,000
MELISSA C PAPUC
437 GAYLEY AVENUE 103
LOS ANGELES
,
CA
90024
NONE
I
SCHOLARSHIPS
1,000
JOLIE B WELCH
10800 SOUTHEAST STREET RT DD
GOWER
,
MO
64454
NONE
I
SCHOLARSHIPS
1,000
ANTHONY D TATE
170 STOAKES AVENUE 5
SAN LEANDRO
,
CA
94577
NONE
I
SCHOLARSHIPS
1,000
JESS B HARRIS
14410 144TH STREET SE
SNOHOMISH
,
WA
98290
NONE
I
SCHOLARSHIPS
500
JACOB B KINGSLEY
9308 GRASSY KNOLL WAY
ELK GROVE
,
CA
95758
NONE
I
SCHOLARSHIPS
500
NADINE A SCHOFER
8 POPLAR STREET BOX 272
FORT MONTGOMERY
,
NY
10922
NONE
I
SCHOLARSHIPS
1,000
NOLAN A WICKSTROM
2416 COUNTY ROAD 6
BARNUM
,
MN
55707
NONE
I
SCHOLARSHIPS
500
VIDA S SANDOVAL
5923 65TH STREET
SACRAMENTO
,
CA
95824
NONE
I
SCHOLARSHIPS
4,000
LAURA MAY
4358 US HWY 231 N
WEST LAFAYETTE
,
IN
47906
NONE
I
SCHOLARSHIPS
2,000
KALLI R MEYER
212 COUNTY ROAD 8
SCRIBNER
,
NE
68057
NONE
I
SCHOLARSHIPS
2,000
SAMANTHA R HASMI-DELGADO
830 SW 146TH TERRACE
PEMBROKE PINES
,
FL
33027
NONE
I
SCHOLARSHIPS
2,500
MATTHEW PENICK
1865 WISCONSIN AVENUE N
GOLDEN VALLEY
,
MN
55427
NONE
I
SCHOLARSHIPS
3,000
TULSI H PATEL
2125 FRANKLIN BLVD APT 313
EUGENE
,
OR
97403
NONE
I
SCHOLARSHIPS
1,000
ANNA R LIEBERMAN
15715 ROB ROI CT
SANTA CLARITA
,
CA
91387
NONE
I
SCHOLARSHIPS
500
JONATHAN M HEIT
3177 NORTH BEACHWOOD DR
LOS ANGELES
,
CA
90068
NONE
I
SCHOLARSHIPS
500
VICKI R FREELUND
PO BOX 652
MILTON
,
WA
98354
NONE
I
SCHOLARSHIPS
500
OSWALDO E SUBILLAGA
1810 THIRD AVENUE APT B5A
NEW YORK
,
NY
10029
NONE
I
SCHOLARSHIPS
500
JACQUELINE DAGLE
156 HILLSIDE AVE UNIT 5
NEEDHAM HEIGHTS
,
MA
02494
NONE
I
SCHOLARSHIPS
2,500
MAXINE E LUNA
615 PETITE AVENUE
MADERA
,
CA
93637
NONE
I
SCHOLARSHIPS
500
SARAH BEER
15419 GARLOCK LANE
PRATHER
,
CA
93651
NONE
I
SCHOLARSHIPS
3,000
TYTREONA T SUTTON
9257 RAMONA STREET
BELLFLOWER
,
CA
90706
NONE
I
SCHOLARSHIPS
500
KRYSTAL R OBERMEIER
9329 FORTUNATE PLACE APT 103
VERONA
,
WI
53593
NONE
I
SCHOLARSHIPS
750
DYLAN C LAWRENCE
PO BOX 281
CLEVELAND
,
AL
35049
NONE
I
SCHOLARSHIPS
500
CHLOE J VENTURINO
434 VINE STREET
CLYDE
,
OH
43410
NONE
I
SCHOLARSHIPS
500
TIANYU SHE
1822 STUART STREET
BROOKLYN
,
NY
11229
NONE
I
SCHOLARSHIPS
500
NATALIE A PETERSON
6720 HAPPY HOLLOW RD
STANWOOD
,
WA
98292
NONE
I
SCHOLARSHIPS
750
ISABELLA M CAVALLO
24 NIAGARA LANE
COMMACK
,
NY
11725
NONE
I
SCHOLARSHIPS
2,500
COLEY L MAURER
240 PATTON AVENUE
CHEYENNE
,
WY
82007
NONE
I
SCHOLARSHIPS
500
AVIVA WEINBAUM
84 MCCLELLAN STREET
AMHERST
,
MA
01002
NONE
I
SCHOLARSHIPS
1,000
HALEY CAUDILL
425 MURPHY ROAD
BOWLING GREEN
,
KY
42101
NONE
I
SCHOLARSHIPS
500
TAYLOR G LENBURG
813 WILDWOOD DRIVE
NEW LENOX
,
IL
60451
NONE
I
SCHOLARSHIPS
500
NICHOLAS J TAYLOR
37948 58TH STREET E
PALMDALE
,
CA
93552
NONE
I
SCHOLARSHIPS
1,000
ANNE C KEALY
6907 N OTTAWA AVENUE
CHICAGO
,
IL
60631
NONE
I
SCHOLARSHIPS
4,000
MORGAN N HILL
2411 JAY LANE
ROLLING MEADOWS
,
IL
60008
NONE
I
SCHOLARSHIPS
500
PATRICE T JONES
1465 COMMONS 1G
WOODSTOCK
,
IL
60098
NONE
I
SCHOLARSHIPS
500
AIRA SOFIA E COSINO
222 PEARSALL AVENUE
JERSEY CITY
,
NJ
07305
NONE
I
SCHOLARSHIPS
3,500
MARK J LEVIS
11614 COLUMBIA PINES LN
CYPRESS
,
TX
77433
NONE
I
SCHOLARSHIPS
1,000
HUNTER E MCCORKLE
308 MCCORKLE ROAD
OAK HILL
,
OH
45656
NONE
I
SCHOLARSHIPS
500
SARAH R MEADE
510 HOLL ROAD NE
NORTH CANTON
,
OH
44720
NONE
I
SCHOLARSHIPS
500
MACKENZIE F STEGER
PO BOX 222
KENNEDY
,
AL
35574
NONE
I
SCHOLARSHIPS
750
JACKSON T HORIGAN
153 BUCKINGHAM DRIVE
PITTSBURGH
,
PA
15237
NONE
I
SCHOLARSHIPS
500
Total
.................................
3a
159,500
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2018)
Form 990-PF (2018)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
1,271
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
1,271
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,271
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2018)
Form 990-PF (2018)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)?
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2018)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
20
18
Name of the organization
UNION PLUS EDUCATION FOUNDATION
Employer identification number
38-3647522
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note.
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
Caution.
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page
2
Name of organization
UNION PLUS EDUCATION FOUNDATION
Employer identification number
38-3647522
Part I
Contributors
(See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
UNION PRIVILEGE
1100 FIRST STREET NE SUITE 850
WASHINGTON
,
DC
20002
$
100,000
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
CAPITAL ONE
15000 CAPITAL ONE DRIVE
RICHMOND
,
VA
23238
$
50,000
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
KAISER PERMAENTE
700 2ND STREET NE
WASHINGTON
,
DC
20002
$
6,250
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page
3
Name of organization
UNION PLUS EDUCATION FOUNDATION
Employer identification number
38-3647522
Part II
Noncash Property
(See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page
4
Name of organization
UNION PLUS EDUCATION FOUNDATION
Employer identification number
38-3647522
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2018 OtherExpensesSchedule
Name:
UNION PLUS EDUCATION FOUNDATION
EIN:
38-3647522
Description
Revenue and Expenses per Books
Net Investment Income
Adjusted Net Income
Disbursements for Charitable Purposes
CONSULTING SERVICES
41,722
0
0
MISCELLANEOUS EXPENSE
850
0
0