-
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
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
07-01-2017
, and ending
06-30-2018
Name of foundation
GREAT MOUNTAIN FOREST CORPORATION
Number and street (or P.O. box number if mail is not delivered to street address)
200 CANAAN MOUNTAIN ROAD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FALLS VILLAGE
,
CT
06031
A Employer identification number
13-2998991
B
Telephone number (see instructions)
(860) 824-8188
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)
$
10,531,790
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)
191,344
2
Check
.............
3
Interest on savings and temporary cash investments
93
93
93
4
Dividends and interest from securities
...
56,114
56,114
56,114
5a
Gross rents
............
10,304
10,304
10,304
b
Net rental income or (loss)
10,304
6a
Net gain or (loss) from sale of assets not on line 10
273,844
b
Gross sales price for all assets on line 6a
670,030
7
Capital gain net income (from Part IV, line 2)
...
273,844
8
Net short-term capital gain
.........
106,276
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)
.......
67,740
67,740
12
Total.
Add lines 1 through 11
........
599,439
340,355
240,527
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
189,704
189,704
15
Pension plans, employee benefits
.......
46,851
46,851
16a
Legal fees (attach schedule)
.........
337
337
b
Accounting fees (attach schedule)
.......
25,512
25,512
c
Other professional fees (attach schedule)
....
33,589
30,931
2,658
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
6,900
159
19
Depreciation (attach schedule) and depletion
...
56,257
56,257
20
Occupancy
..............
16,009
16,008
21
Travel, conferences, and meetings
.......
925
925
22
Printing and publications
..........
1,566
1,566
23
Other expenses (attach schedule)
.......
123,962
31,235
92,757
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
501,612
31,090
133,573
330,237
25
Contributions, gifts, grants paid
.......
0
0
26
Total expenses and disbursements.
Add lines 24 and 25
501,612
31,090
133,573
330,237
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
97,827
b
Net investment income
(if negative, enter -0-)
309,265
c
Adjusted net income
(if negative, enter -0-)
...
106,954
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
1
Cash—non-interest-bearing
.............
135,539
61,304
61,304
2
Savings and temporary cash investments
.........
154,032
692,288
692,288
3
Accounts receivable
22,125
Less: allowance for doubtful accounts
11,562
22,125
22,125
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
..........
3,954
8,509
8,509
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
859,802
930,058
1,221,094
c
Investments—corporate bonds (attach schedule)
.......
255,257
250,689
238,178
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,292,940
1,400,032
1,820,954
14
Land, buildings, and equipment: basis
6,713,225
Less: accumulated depreciation (attach schedule)
245,887
6,523,594
6,467,338
6,467,338
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
9,236,680
9,832,343
10,531,790
17
Accounts payable and accrued expenses
..........
3,912
17,006
18
Grants payable
.................
19
Deferred revenue
.................
472,076
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
2,625
15,321
23
Total liabilities
(add lines 17 through 22)
.........
6,537
504,403
Foundations that follow FASB ASC 958, check here
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
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
29
Total net assets or fund balances
(see instructions)
.....
9,230,143
9,327,940
30
Total liabilities and net assets/fund balances
(see instructions)
.
9,236,680
9,832,343
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
9,230,143
2
Enter amount from Part I, line 27a
.....................
2
97,827
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
9,327,970
5
Decreases not included in line 2 (itemize)
5
30
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
9,327,940
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
INTEL CORP
P
2016-02-25
2017-12-15
b
APPLE INC
P
2017-08-24
c
BOSTON SCIENTIFIC CORP
P
2017-09-07
2018-02-01
d
CINTAS CORP
P
2017-02-14
2018-01-24
e
DUPONT
P
2018-01-24
HD SUPPLY HOLDINGS INC
P
2016-11-16
2017-10-12
JP MORGAN CHASE
P
2018-02-01
PARKER HANNIFIN
P
2014-08-13
2018-01-24
PIONEER NATURAL RESOURCES
P
2018-01-18
2018-01-24
TJX
P
2018-01-02
UNITED TECHNOLOGIES
P
2018-01-02
INVESCO LTD
P
2015-03-20
2018-05-14
STATE STREET CAPITAL LOSS
P
2017-07-01
2018-06-30
UNITED HEALTH GROUP 1.45% (7/17/17)
P
2016-02-25
2017-07-17
APPLE INC
P
2018-01-02
CBS CORP-B
P
2017-04-20
2018-01-02
CINTAS CORP
P
2017-02-14
2018-02-01
DUPONT
P
2018-02-01
HERSHEY FOODS CORP
P
2017-01-10
2018-01-02
LAUDER ESTEE CO
P
2017-08-24
PARKER HANNIFIN
P
2013-10-25
2018-02-01
PROLOGIS
P
2016-09-15
2018-02-01
TJX
P
2018-01-24
UNITED TECHNOLOGIES
P
2018-01-24
CHUBB LTD
P
2015-09-11
2018-01-02
VANGUARD INTERMEDIATE TERM BOND
P
2017-08-24
2017-11-28
APPLE INC
P
2018-01-24
CBS CORP-B
P
2017-04-20
2018-02-01
COSTCO
P
2015-09-06
2018-01-24
EASTMAN CHEMICAL
P
2017-11-24
1981-02-01
HERSHEY FOODS CORP
P
2017-01-10
2018-01-24
LAUDER ESTEE CO
P
2017-10-27
PARKER HANNIFIN
P
2013-10-25
2018-05-10
QUANTA SERVICES
P
2015-02-25
2017-10-27
TJX
P
2018-02-01
UNITED TECHNOLOGIES
P
2018-02-01
CHUBB LTD
P
2015-09-11
2018-01-24
ADOBE SYSTEMS INC.
P
2017-05-16
2018-01-02
APPLE INC
P
2018-02-01
CBS CORP-B
P
2017-04-20
2018-03-27
COSTCO
P
2015-10-30
2018-02-01
EBAY
P
2015-07-17
2018-01-02
HERSHEY FOODS CORP
P
2017-01-10
2018-02-01
LAUDER ESTEE CO
P
2018-01-02
PARKER HANNIFIN
P
2013-10-25
2018-06-28
QUANTA SERVICES
P
2015-02-25
2017-10-27
TEXAS CAPITAL BANCSHARES INC
P
2016-11-30
2018-01-24
UNITED HEALTH GROUP
P
2017-08-24
TECHNIP FMC LTD
P
2014-08-15
2017-08-15
ADOBE SYSTEMS INC.
P
2017-03-15
2018-01-24
BWX TECHNOLOGIES INC
P
2017-10-11
2018-01-24
CBS CORP-B
P
2017-04-20
2018-03-27
COSTCO
P
2015-10-30
2018-04-12
EBAY
P
2013-08-07
2018-01-24
HERSHEY FOODS CORP
P
2017-01-10
2018-04-26
LAUDER ESTEE CO
P
2018-01-24
PAYPAL
P
2015-07-29
2017-10-11
QUANTA SERVICES
P
2015-02-25
2017-10-27
TEXAS CAPITAL BANCSHARES INC
P
2016-11-30
2018-02-01
UNITED HEALTH GROUP
P
2018-01-02
TECHNIP FMC LTD
P
2015-05-29
2017-08-15
ADOBE SYSTEMS INC.
P
2017-03-14
2018-02-01
BARD (CR) INC
P
2015-03-25
2017-11-24
CVS HEALTH CORP
P
2013-08-02
2018-01-02
CROWN CASTLE REIT
P
2014-12-16
2018-01-02
EBAY
P
2013-08-07
2018-02-01
HOME DEPOT
P
2013-07-02
2017-10-11
LAUDER ESTEE CO
P
2018-02-01
PAYPAL
P
2015-07-29
2018-01-02
QUANTA SERVICES
P
2015-02-25
2017-10-27
THERMO FISHER SCIENTIFIC
P
2018-01-02
UNITED HEALTH GROUP
P
2018-01-24
NESTLE
P
2017-10-27
ALPHABET INC CL C GOOGLE C
P
2018-01-02
BECTON DICKINSON & CO
P
2017-11-24
2018-01-02
CVS HEALTH CORP
P
2013-08-02
2018-01-24
CROWN CASTLE REIT
P
2014-12-16
2018-01-24
EBAY
P
2013-08-07
2018-02-09
HOME DEPOT
P
2013-07-02
2018-01-02
MERCK & CO INC
P
2016-07-01
2018-01-02
PAYPAL
P
2015-07-29
2018-01-24
REGENERON
P
2017-09-07
2018-01-02
THERMO FISHER SCIENTIFIC
P
2018-01-24
UNITED HEALTH GROUP
P
2018-02-01
NESTLE
P
2018-01-02
ALPHABET INC CL C GOOGLE C
P
2018-04-12
BECTON DICKINSON & CO
P
2017-11-24
2018-01-24
CVS HEALTH CORP
P
2013-08-02
2018-02-01
CROWN CASTLE REIT
P
2014-12-16
2018-02-01
EXXON MOBIL CORP
P
2016-01-14
2018-01-02
HOME DEPOT
P
2013-07-02
2018-01-24
MERCK & CO INC
P
2016-07-01
2018-01-24
PAYPAL
P
2015-07-29
2018-02-01
REGENERON
P
2017-09-07
2018-03-01
THERMO FISHER SCIENTIFIC
P
2018-02-01
UNITED HEALTH GROUP
P
2018-04-12
NESTLE
P
2018-01-24
ALPHABET INC CL A GOOGLE A
P
2017-08-24
BECTON DICKINSON & CO
P
2017-11-24
2018-02-01
CELGENE CORP
P
2018-01-02
DANAHER CORP
P
2018-01-02
EXXON MOBIL CORP
P
2018-01-18
HOME DEPOT
P
2013-07-02
2018-02-01
MICROSOFT CORP
P
2016-10-20
2018-01-02
PEPSICO
P
2018-01-02
SALESFORCE.COM INC
P
2017-08-15
2018-01-02
US BANCORP
P
2018-01-02
VISA
P
2018-01-02
NESTLE
P
2018-02-01
ALPHABET INC CL A GOOGLE A
P
2018-04-12
BORGWARNER
P
2014-01-13
2017-10-11
CELGENE CORP
P
2018-01-24
DANAHER CORP
P
2018-01-24
FACEBOOK INC
P
2017-02-08
2018-01-24
HONEYWELL INTERNATIONAL
P
2017-10-27
2018-02-01
MICROSOFT CORP
P
2016-10-20
2018-01-24
PEPSICO
P
2018-01-24
SALESFORCE.COM INC
P
2017-08-15
2018-02-01
US BANCORP
P
2018-01-24
VISA
P
2018-01-24
ROYAL DUTCH SHELL
P
2016-06-21
2018-01-02
AMERICAN WATER WORKS
P
2018-01-02
BORGWARNER
P
2014-01-13
2018-01-02
CELGENE CORP
P
2018-04-05
DANAHER CORP
P
2018-02-01
FEDEX
P
2017-10-12
2018-01-24
INTUIT
P
2015-07-17
2018-01-02
MICROSOFT CORP
P
2016-10-20
2018-02-01
PEPSICO
P
2018-01-25
SIMON PROPERTY GROUP
P
2016-01-15
2017-11-24
US BANCORP
P
2018-02-01
VISA
P
2018-02-01
ROYAL DUTCH SHELL
P
2018-01-18
2018-01-24
AMERICAN WATER WORKS
P
2018-02-01
BORGWARNER
P
2014-01-13
2018-01-24
CISCO SYSTEMS
P
2016-03-04
2018-01-02
DISCOVER FINANCIAL SERVICES
P
2014-11-13
2018-01-02
FORTIVE CORP
P
2018-01-02
INTUIT
P
2015-07-17
2018-01-24
NATIONAL OILWELL VARCO
P
2010-12-17
2018-01-02
PEPSICO
P
2018-02-01
SIMON PROPERTY GROUP
P
2016-01-15
2017-11-24
UNION PACIFIC CORP
P
2018-01-02
VISA
P
2018-04-26
SCHLUMBERGER
P
2018-01-02
ANALOG DEVICES INC
P
2017-05-16
2018-01-02
BORGWARNER
P
2014-01-13
2018-02-01
CISCO SYSTEMS
P
2016-03-04
2018-01-24
DISCOVER FINANCIAL SERVICES
P
2014-11-13
2018-01-24
FORTIVE CORP
P
2016-08-05
2018-01-24
INTUIT
P
2015-07-17
2018-02-01
NATIONAL OILWELL VARCO
P
2010-12-17
2018-01-24
TROWE PRICE GROUP INC
P
2014-07-17
2018-01-02
SUNTRUST BANK
P
2017-06-22
2018-01-24
UNION PACIFIC CORP
P
2018-01-24
INVESCO LTD
P
2015-03-20
2018-01-02
SCHLUMBERGER
P
2018-01-25
2018-01-24
ANALOG DEVICES INC
P
2016-10-20
2018-01-24
BOSTON SCIENTIFIC CORP
P
2017-06-13
2018-01-02
CISCO SYSTEMS
P
2016-03-04
2018-02-01
DUPONT
P
2017-09-13
FORTIVE CORP
P
2016-08-05
2018-02-01
JP MORGAN CHASE
P
2018-01-02
O'REILEY AUTOMOTIVE INC
P
2016-03-04
2017-10-24
TROWE PRICE GROUP INC
P
2014-07-17
2018-01-24
SUNTRUST BANK
P
2018-07-23
2018-02-01
UNION PACIFIC CORP
P
2018-02-01
INVESCO LTD
P
2015-03-20
2018-01-24
SHIRE PLC
P
2015-03-27
2017-09-07
ANALOG DEVICES INC
P
2016-10-20
2018-02-01
BOSTON SCIENTIFIC CORP
P
2016-09-27
2018-01-24
CINTAS CORP
P
2017-02-14
2018-01-02
DUPONT
P
2018-01-02
HD SUPPLY HOLDINGS INC
P
2016-10-06
2017-10-12
JP MORGAN CHASE
P
2018-01-24
PARKER HANNIFIN
P
2015-04-28
2018-01-02
TROWE PRICE GROUP INC
P
2014-07-17
2018-02-01
TJX
P
2017-10-11
UNION PACIFIC CORP
P
2018-05-10
INVESCO LTD
P
2015-03-20
2018-02-01
BERKSHIRE TACONIC
P
2017-07-01
2018-06-30
(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
25,000
25,160
-160
b
2,707
1,977
730
c
1,684
1,657
27
d
820
584
236
e
1,515
757
758
3,555
3,835
-280
4,618
1,865
2,753
2,099
1,193
906
922
927
-5
3,463
2,657
806
1,915
1,183
732
9,723
12,904
-3,181
582
-582
25,000
25,081
-81
6,838
3,936
2,902
2,370
2,737
-367
829
584
245
1,505
757
748
2,296
2,093
203
3,178
2,158
1,020
2,041
1,172
869
1,250
1,085
165
1,575
1,181
394
674
394
280
2,183
1,508
675
4,220
4,260
-40
3,545
1,968
1,577
1,465
1,711
-246
1,924
1,592
332
1,497
1,359
138
1,094
1,047
47
2,211
1,376
835
6,834
4,616
2,218
6,710
13,724
-7,014
2,020
1,476
544
682
395
287
1,485
1,005
480
3,517
2,767
750
3,340
1,642
1,698
3,761
5,132
-1,371
990
796
194
1,501
868
633
1,649
1,570
79
3,189
1,484
1,705
6,834
4,563
2,271
226
226
1,499
1,093
406
3,894
1,088
2,806
3,887
4,441
-554
1,956
1,384
572
959
890
69
5,500
7,527
-2,027
5,507
4,290
1,217
766
434
332
7,409
8,373
-964
1,337
593
744
1,648
936
712
1,363
1,363
1,935
1,457
478
8,856
1,902
6,954
1,296
2,665
-1,369
1,966
1,384
582
10,094
5,111
4,983
3,641
3,107
534
3,837
1,639
2,198
814
424
390
2,489
1,223
1,266
2,045
890
1,155
3,371
1,557
1,814
11,089
11,089
7,635
2,232
5,403
3,653
713
2,940
1,236
867
369
5,258
1,522
3,736
3,259
3,398
-139
1,201
932
269
1,612
703
909
6,365
3,183
3,182
5,727
2,335
3,392
1,970
1,946
24
1,679
692
987
1,928
2,454
-526
3,209
837
2,372
4,788
900
3,888
1,715
1,143
572
7,166
2,061
5,105
1,170
1,133
37
1,595
1,243
352
2,193
884
1,309
2,096
807
1,289
3,023
1,168
1,855
913
834
79
2,099
782
1,317
4,812
7,361
-2,549
3,227
837
2,390
3,400
675
2,725
857
571
286
4,685
1,352
3,333
1,218
1,133
85
2,094
530
1,564
2,808
1,209
1,599
10,434
3,873
6,561
3,042
1,158
1,884
2,146
1,428
718
2,982
1,601
1,381
1,539
1,365
174
4,310
2,226
2,084
4,566
1,800
2,766
1,294
837
457
8,226
2,133
6,093
1,296
1,450
-154
999
265
734
1,506
604
902
904
658
246
2,390
2,188
202
899
571
328
1,801
961
840
1,132
910
222
2,258
1,113
1,145
2,453
900
1,553
2,653
2,402
251
2,282
631
1,651
2,323
2,504
-181
7,718
2,311
5,407
2,052
806
1,246
1,365
1,106
259
3,189
2,148
1,041
1,399
857
542
3,033
1,601
1,432
7,610
8,759
-1,149
2,594
1,235
1,359
2,478
900
1,578
1,756
1,502
254
1,251
379
872
1,142
1,113
29
2,701
1,880
821
3,847
3,301
546
3,260
2,265
995
1,677
1,074
603
1,057
2,000
-943
1,803
961
842
1,903
2,193
-290
3,400
1,024
2,376
4,263
1,575
2,688
1,018
1,074
-56
3,124
2,827
297
1,414
1,391
23
1,440
940
500
1,951
1,651
300
1,490
1,007
483
1,684
1,074
610
569
1,000
-431
1,576
1,214
362
2,405
1,926
479
1,413
410
1,003
3,111
3,566
-455
771
716
55
1,445
1,211
234
2,766
3,061
-295
1,692
1,074
618
40
40
1,900
1,259
641
6,985
3,486
3,499
6,201
7,920
-1,719
1,178
809
369
2,823
2,099
724
2,046
614
1,432
1,516
1,678
-162
5,300
8,421
-3,121
1,839
1,615
224
1,375
1,391
-16
1,559
1,167
392
2,853
1,514
1,339
10,666
9,644
1,022
3,380
1,609
1,771
3,991
2,386
1,605
568
405
163
1,836
1,485
351
6,849
2,048
4,801
1,665
1,763
-98
108,455
108,455
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
-160
b
730
c
27
d
236
e
758
-280
2,753
906
-5
806
732
-3,181
-582
-81
2,902
-367
245
748
203
1,020
869
165
394
280
675
-40
1,577
-246
332
138
47
835
2,218
-7,014
544
287
480
750
1,698
-1,371
194
633
79
1,705
2,271
226
406
2,806
-554
572
69
-2,027
1,217
332
-964
744
712
1,363
478
6,954
-1,369
582
4,983
534
2,198
390
1,266
1,155
1,814
11,089
5,403
2,940
369
3,736
-139
269
909
3,182
3,392
24
987
-526
2,372
3,888
572
5,105
37
352
1,309
1,289
1,855
79
1,317
-2,549
2,390
2,725
286
3,333
85
1,564
1,599
6,561
1,884
718
1,381
174
2,084
2,766
457
6,093
-154
734
902
246
202
328
840
222
1,145
1,553
251
1,651
-181
5,407
1,246
259
1,041
542
1,432
-1,149
1,359
1,578
254
872
29
821
546
995
603
-943
842
-290
2,376
2,688
-56
297
23
500
300
483
610
-431
362
479
1,003
-455
55
234
-295
618
40
641
3,499
-1,719
369
724
1,432
-162
-3,121
224
-16
392
1,339
1,022
1,771
1,605
163
351
4,801
-98
108,455
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
273,844
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
106,276
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))
2018
378,269
9,672,626
0.039107
2017
433,169
9,390,153
0.046130
2016
368,547
9,618,658
0.038316
2015
331,101
9,477,825
0.034934
2014
346,112
9,430,469
0.036701
2
Total
of line 1, column (d)
.....................
2
0.195188
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
0.039038
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
10,448,802
5
Multiply line 4 by line 3
......................
5
407,900
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,093
7
Add lines 5 and 6
........................
7
410,993
8
Enter qualifying distributions from Part XII, line 4
,.............
8
330,237
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
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
6,185
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
3
Add lines 1 and 2
...........................
3
6,185
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
6,185
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
2,020
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
2,020
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
12
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
4,177
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 2020 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
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
CT
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
Yes
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 address
WWW.GREATMOUNTAINFOREST.ORG
14
The books are in care of
JEAN BRONSON
Telephone no.
(860) 824-8188
Located at
200 CANAAN MOUNTAIN ROAD
FALLS VILLAGE
CT
ZIP+4
06031
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 2019, 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 2019?
.............
1c
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?
.............
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 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))?
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
CHARLES R FRITZ
CHAIR
5.00
0
0
0
3852 OLD MOUNTAIN ROAD
WEST SUFFIELD
,
CT
06093
JOHN COSTON
VICE-CHAIR
3.00
0
0
0
675 HUDSON ST APT 2S
NEW YORK
,
NY
10014
CATHERINE GEVERS
SECRETARY
5.00
0
0
0
PO BOX 228
NORFOLK
,
CT
06058
SUSAN MACEACHRON
TREASURER
5.00
0
0
0
789 WEST END AVE APT 10D
NEW YORK
,
NY
10025
CHARLES CANHAM
DIRECTOR
2.00
0
0
0
144 LONGVIEW ROAD
CLINTON CORNERS
,
NY
12514
ANNE C CHILDS
DIRECTOR
2.00
0
0
0
40 GARFIELD STREET
WATERTOWN
,
MA
02472
EDWARD CALDER CHILDS
DIRECTOR
1.00
0
0
0
1299 BLACK MOUNTAIN ROAD
DUMMERSTEN
,
VT
05301
STARLING W CHILDS
DIRECTOR
5.00
0
0
0
109 LITCHFIELD ROAD
NORFOLK
,
CT
06058
MARIE CIVCO
DIRECTOR
1.00
0
0
0
90 NORTH COLEBROOK ROAD
NORFOLK
,
CT
060581117
ELISABETH C GILL
DIRECTOR
2.00
0
0
0
PO BOX 482
NORFOLK
,
CT
06058
JEREMY KOCH
DIRECTOR
3.00
0
0
0
295 GREENWICH STREET APT 7B
NEW YORK
,
NY
10007
DAVID LEFF
DIRECTOR
3.00
0
0
0
4 THE GREEN
COLLINSVILLE
,
CT
060193172
ELIZA LITTLE
DIRECTOR
2.00
0
0
0
89 SHEPARD ROAD
NORFOLK
,
CT
06058
JOHN PERKINS
DIRECTOR
1.00
0
0
0
1 JOHN STREET 8B
BROOKLYN
,
NY
11201
HEATHER THOMSON
DIRECTOR
5.00
0
0
0
15PINE LEDGE WAT
NORFOLK
,
CT
06058
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
JOEL E BRONSON
FOREST MANAG
40.00
65,865
1,976
359 UNDERMOUNTAIN ROAD
FALLS VILLAGE
,
CT
06031
RUSSELL RUSS
FORESTER
40.00
52,667
1,322
38 OLD NORTH ROAD
COLEBROOK
,
CT
06021
Total
number of other employees paid over $50,000
...................
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
NONE
Total
number of others receiving over $50,000 for professional services
.............
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
MANAGEMENT OF FOREST AND WILDLIFE RESOURCES ON CORPORATE PROPERTY ACCORDING TO A FOREST STEWARDSHIP PLAN APPROVED BY THE STATE OF CONNECTICUT AND THE USDA FOREST SERVICE
292,849
2
MAINTENANCE AND UPKEEP OF YALE FORESTRY CAMP AS WELL AS OUTREACH THROUGH THE HOSTING OF RESEARCHERS INVESTIGATING THE ECOLOGY OF THE FOREST
29,179
3
INTERNSHIP PROGRAM
8,209
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
N/A
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
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
3,330,605
b
Average of monthly cash balances
.......................
1b
781,850
c
Fair market value of all other assets (see instructions)
................
1c
6,495,466
d
Total
(add lines 1a, b, and c)
.........................
1d
10,607,921
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
3
Subtract line 2 from line 1d
.........................
3
10,607,921
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
159,119
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
10,448,802
6
Minimum investment return.
Enter 5% of line 5
..................
6
522,440
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
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
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
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
330,237
b
Program-related investments—total from Part IX-B
..................
1b
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
330,237
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
330,237
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
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
330,237
a
Applied to 2018, but not more than line 2a
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
.....
e
Remaining amount distributed out of corpus
330,237
5
Excess distributions carryover applied to 2019.
(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
330,237
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
..........
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)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
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
....
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
.......
2005-10-19
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)
2019
(b)
2018
(c)
2017
(d)
2016
106,954
149,862
172,219
279,526
708,561
b
85% of line 2a
.........
90,911
127,383
146,386
237,597
602,277
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
330,237
378,269
433,169
368,547
1,510,222
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
....
330,237
378,269
433,169
368,547
1,510,222
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
10,531,790
9,921,750
9,767,019
9,786,908
40,007,467
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
10,531,790
9,921,750
9,767,019
9,786,908
40,007,467
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
(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)
a
Paid during the year
Total
.................................
3a
b
Approved for future payment
Total
.................................
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
PROGRAM FEES
4,110
b
SALES
41
14,100
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
93
4
Dividends and interest from securities
....
14
56,114
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
10,304
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
14
273,844
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
YALE CAMP INCOME
1
49,530
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
403,985
4,110
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
408,095
(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.)
1A
IN KEEPING WITH THE FOUNDATION'S ONGOING MISSION OF FOREST RESEARCH, CONSERVATION AND ECO-SYSTEM MANAGEMENT EDUCATIONAL PROGRAMS WERE HELD.
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?
...........
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
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description