-
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
01-01-2019
, and ending
12-31-2019
Name of foundation
HUNT C GILES CHAR - MAIN
Number and street (or P.O. box number if mail is not delivered to street address)
6325 S RAINBOW BLVD STE 300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS
,
NV
89118
A Employer identification number
23-7428278
B
Telephone number (see instructions)
(888) 730-4933
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)
$
6,262,470
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)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
152,086
149,139
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
45,345
b
Gross sales price for all assets on line 6a
897,787
7
Capital gain net income (from Part IV, line 2)
...
45,345
8
Net short-term capital gain
.........
0
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)
.......
6,146
6,115
12
Total.
Add lines 1 through 11
........
203,577
200,599
13
Compensation of officers, directors, trustees, etc.
70,471
52,853
17,618
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
951
0
0
951
c
Other professional fees (attach schedule)
....
740
740
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
7,331
2,155
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
898
221
677
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
80,391
55,969
0
19,246
25
Contributions, gifts, grants paid
.......
250,034
250,034
26
Total expenses and disbursements.
Add lines 24 and 25
330,425
55,969
0
269,280
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-126,848
b
Net investment income
(if negative, enter -0-)
144,630
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
3,311
3,311
2
Savings and temporary cash investments
.........
289,851
318,117
318,117
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
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)
..........
4,476,766
4,317,159
5,941,042
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)
4,766,617
4,638,587
6,262,470
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
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
........
4,766,617
4,638,587
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)
.....
4,766,617
4,638,587
30
Total liabilities and net assets/fund balances
(see instructions)
.
4,766,617
4,638,587
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
4,766,617
2
Enter amount from Part I, line 27a
.....................
2
-126,848
3
Other increases not included in line 2 (itemize)
3
3,683
4
Add lines 1, 2, and 3
..........................
4
4,643,452
5
Decreases not included in line 2 (itemize)
5
4,865
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
4,638,587
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
20000. BB&T CORPORATION 2.250% 2/01/19
2014-05-19
2019-01-08
b
15000. BANK OF MONTREAL 2.375% 1/25/19
2014-12-17
2019-01-08
c
15000. BANK OF NEW YORK MEL 5.450% 5/15/19
2014-12-17
2019-01-08
d
15000. BANK OF NOVA SCOTIA 2.050% 6/05/19
2014-12-17
2019-01-08
e
15000. BLACKROCK INC 5.000% 12/10/19
2014-12-17
2019-01-08
15000. DOMINION RESOURCES 5.200% 8/15/19
2014-12-17
2019-01-08
15000. NSTAR 4.500% 11/15/19
2014-12-17
2019-01-08
15000. TORONTO-DOMINION BAN 2.125% 7/02/19
2014-12-17
2019-01-08
8. MERCK & CO INC NEW
2018-01-08
2019-01-14
7. NOVARTIS AG - ADR
2018-10-26
2019-01-14
18. ROCHE HOLDINGS LTD - ADR
2019-01-14
4. SNAP ON INC
2018-06-14
2019-01-14
12. COCA-COLA EUROPEAN PARTNERS
2016-08-05
2019-01-14
3. AMERICAN TOWER REIT
2016-10-13
2019-01-16
5. EQUITY RESIDENTIAL PPTYS TR SH BEN
2016-10-13
2019-01-16
3. EXTRA SPACE STORAGE INC
2019-01-16
5. HILTON WORLDWIDE HOLDINGS IN
2018-11-15
2019-01-16
1. AMERICAN TOWER REIT
2016-10-13
2019-02-05
5. EQUINIX INC
2016-10-13
2019-02-05
3. EQUINIX INC
2019-02-05
1. EQUINIX INC
2018-07-23
2019-02-05
125. COMCAST CORP CLASS A
2009-12-17
2019-02-14
18. UNION PACIFIC CORP
2010-07-02
2019-02-14
41. EXTENDED STAY AMERICA INC
2019-02-25
1. HILTON WORLDWIDE HOLDINGS IN
2018-11-15
2019-02-25
2. HILTON WORLDWIDE HOLDINGS IN
2016-12-21
2019-02-25
20. VORNADO REALTY TRUST
2019-02-25
.4309 APARTMENT INVT & MGMT CO -A
2017-06-15
2019-03-01
14. ANALOG DEVICES INC
2019-03-05
74. LAS VEGAS SANDS CORP
2015-01-20
2019-03-05
3. ESSEX PPTY TR COM
2019-03-21
4. SIMON PROPERTY GROUP INC
2016-10-13
2019-03-21
20. ANALOG DEVICES INC
2017-09-01
2019-03-25
90. DOWDUPONT INC
2018-05-17
2019-03-25
65. TORONTO DOMINION BK ONT COM NEW
2019-03-25
.6283 APARTMENT INVT & MGMT CO -A
2019-03-25
2019-04-08
5. APARTMENT INVT & MGMT CO -A
2017-06-15
2019-04-10
3. APARTMENT INVT & MGMT CO -A
2019-03-25
2019-04-10
30. BERSHIRE HATHAWAY INC.
2009-12-17
2019-04-22
2. BERSHIRE HATHAWAY INC.
2018-07-12
2019-04-22
3. AMERICAN TOWER REIT
2016-10-13
2019-04-24
20. LIBERTY PPTY TR SH BEN INT
2018-10-24
2019-04-24
8543.139 TCW EMRG MKTS INCM-I 4721
2018-07-19
2019-04-24
80000. US TREASURY NOTE 1.500% 2/15/20
2018-07-30
2019-04-25
.6 ALCON INC
2018-10-26
2019-04-30
19. ALCON INC
2019-05-03
1. ALCON INC
2018-10-26
2019-05-03
22. LIBERTY PPTY TR SH BEN INT
2018-10-15
2019-05-16
68. CISCO SYSTEMS INC
2011-05-09
2019-05-17
8. ELI LILLY & CO COM
2016-10-10
2019-05-17
19. PNC FINANCIAL SERVICES GROUP
2015-05-27
2019-05-17
56. ROCHE HOLDINGS LTD - ADR
2015-02-26
2019-05-17
2. TJX COMPANIES INC
2018-07-12
2019-05-17
16. TJX COMPANIES INC
2011-07-08
2019-05-17
8. THERMO FISHER SCIENTIFIC INC
2009-12-17
2019-05-17
15. ZOETIS INC
2017-04-28
2019-05-17
9. EXTRA SPACE STORAGE INC
2019-06-10
5. EXTRA SPACE STORAGE INC
2016-10-13
2019-06-10
26. HILTON GRAND VACATIONS INC
2019-06-10
30. HILTON GRAND VACATIONS INC
2019-06-10
13. PROLOGIS INC
2019-06-10
4. SIMON PROPERTY GROUP INC
2016-10-13
2019-06-10
17. WALT DISNEY CO
2009-12-17
2019-06-11
223. ROCHE HOLDINGS LTD - ADR
2019-06-11
24. AXA - ADR
2019-06-14
36. BASF AKTIENGESELLSCHAFT - LVL 1 ADR
2015-01-20
2019-06-14
6. HASBRO INC
2018-01-08
2019-06-14
55. ING GROEP N.V. - ADR
2018-09-26
2019-06-14
8. LVMH MOET HENNESSY UNSP ADR - ADR
2014-09-04
2019-06-14
5. MICROSOFT CORP
2012-12-27
2019-06-14
12. MONDELEZ INTERNATIONAL INC
2018-04-05
2019-06-14
49. NESTLE S.A. REGISTERED SHARES - ADR
2012-12-19
2019-06-14
10. ROYAL DUTCH SHELL PLC ADR
2018-01-08
2019-06-14
48. COCA-COLA EUROPEAN PARTNERS
2018-02-22
2019-06-14
14. APPLE INC
2009-12-17
2019-07-03
45. CISCO SYSTEMS INC
2011-05-09
2019-07-03
17. MICROSOFT CORP
2009-12-17
2019-07-03
15. UNION PACIFIC CORP
2010-07-02
2019-07-03
11. CORPORATE OFFICE PROPERTIES COM
2017-11-02
2019-07-05
64. HUDSON PACIFIC PROPERTIES INC
2019-07-05
23. CORPORATE OFFICE PROPERTIES COM
2019-07-16
2. CORPORATE OFFICE PROPERTIES COM
2019-01-16
2019-07-16
5. PROLOGIS INC
2018-06-19
2019-07-16
5. PROLOGIS INC
2018-08-01
2019-07-16
1.6 SPIRIT REALTY CAPITAL INC
2018-08-09
2019-07-16
40.4 SPIRIT REALTY CAPITAL INC
2019-07-16
11. ELI LILLY & CO COM
2019-07-19
19. MERCK & CO INC NEW
2016-02-05
2019-07-19
9. THERMO FISHER SCIENTIFIC INC
2009-12-17
2019-07-19
21. ZOETIS INC
2017-04-28
2019-07-19
13. CME GROUP INC
2018-11-26
2019-07-30
12. CME GROUP INC
2012-08-29
2019-07-30
1. ALEXANDRIA REAL ESTATE EQUITIES
2019-02-25
2019-08-06
2. AMERICAN HOMES 4 RENT
2019-02-05
2019-08-06
1. APARTMENT INVT & MGMT CO -A
2019-05-16
2019-08-06
1. AVALONBAY CMNTYS INC
2019-06-10
2019-08-06
1. BOSTON PROPERTIES INC COM
2019-04-24
2019-08-06
11. CORPORATE OFFICE PROPERTIES COM
2019-01-16
2019-08-06
2. CROWN CASTLE INTL CORP
2016-10-13
2019-08-06
2. EPR PROPERTIES
2016-10-13
2019-08-06
1. EQUITY LIFESTYLE PPTYS INC
2017-09-21
2019-08-06
52. EXTENDED STAY AMERICA INC
2019-08-06
17. EXTENDED STAY AMERICA INC
2019-08-06
2. FIRST INDL RLTY TR INC COM
2016-10-13
2019-08-06
1. HEALTHCARE TRUST OF AME-CL A
2017-05-12
2019-08-06
8. HILTON WORLDWIDE HOLDINGS IN
2019-08-06
3. INVITATION HOMES INC
2019-05-16
2019-08-06
2. KILROY REALTY CORP COM
2019-02-25
2019-08-06
5. PHYSICIANS REALTY TRUST
2016-10-13
2019-08-06
1. PUBLIC STORAGE INC COM
2016-10-13
2019-08-06
4. REGENCY CENTERS CORP
2016-10-13
2019-08-06
1. SABRA HEALTH CARE REIT -
2019-05-16
2019-08-06
1. SAUL CTRS INC COM
2016-10-13
2019-08-06
1. SIMON PROPERTY GROUP INC
2016-10-13
2019-08-06
1. SPIRIT REALTY CAPITAL INC
2018-08-09
2019-08-06
1. STORE CAPITAL CORP
2019-07-16
2019-08-06
1. SUN CMNTYS INC COM
2019-06-10
2019-08-06
5. SUNSTONE HOTEL INVS INC NEW
2018-12-07
2019-08-06
2. TANGER FACTORY OUTLET CTR
2016-10-25
2019-08-06
1. TAUBMAN CTRS INC COM
2018-11-27
2019-08-06
1. VICI PROPERTIES INC
2019-07-05
2019-08-06
2. WELLTOWER INC
2019-06-10
2019-08-06
2. WEYERHAEUSER CO
2017-10-17
2019-08-06
1. INTERXION HOLDING NV
2018-11-15
2019-08-06
7. ANHEUSER-BUSCH INBEV SPN ADR
2018-02-22
2019-08-07
11. HASBRO INC
2018-01-08
2019-08-07
19. LVMH MOET HENNESSY UNSP ADR - ADR
2014-09-04
2019-08-07
2. LOCKHEED MARTIN CORP
2013-01-28
2019-08-07
8. MICROSOFT CORP
2012-12-27
2019-08-07
205. PUBLICIS GROUPE S.A. - ADR
2018-01-08
2019-08-07
11. VERIZON COMMUNICATIONS
2018-11-20
2019-08-07
72. PENTAIR PLC
2017-03-10
2019-08-07
5. APPLE INC
2009-12-17
2019-08-13
15. COGNIZANT TECH SOLUTIONS CRP COM
2017-01-27
2019-08-13
10. DIAGEO PLC - ADR
2016-04-26
2019-08-13
9. UNION PACIFIC CORP
2010-07-02
2019-08-13
4. UNITEDHEALTH GROUP INC
2009-12-17
2019-08-13
4. ALEXANDRIA REAL ESTATE EQUITIES
2018-09-17
2019-08-26
1. ALEXANDRIA REAL ESTATE EQUITIES
2018-01-19
2019-08-26
7.2 SPIRIT REALTY CAPITAL INC
2018-09-17
2019-08-26
24.8 SPIRIT REALTY CAPITAL INC
2018-08-09
2019-08-26
11. SUNSTONE HOTEL INVS INC NEW
2016-11-25
2019-09-05
12. SUNSTONE HOTEL INVS INC NEW
2018-12-07
2019-09-05
49. TANGER FACTORY OUTLET CTR
2019-09-05
14. CELANESE CORP
2019-09-10
9. JPMORGAN CHASE & CO
2019-04-22
2019-09-10
17. NIKE INC CL B
2017-10-12
2019-09-10
20. PNC FINANCIAL SERVICES GROUP
2015-05-27
2019-09-10
1. AVALONBAY CMNTYS INC
2018-07-10
2019-09-23
1. AVALONBAY CMNTYS INC
2019-02-05
2019-09-23
2. ESSEX PPTY TR COM
2016-10-13
2019-09-23
552.146 PARTNERS GROUP PRIVATE EQTY FD CL I
2019-10-01
234.322 PARTNERS GROUP PRIVATE EQTY FD CL I
2019-10-01
1. APARTMENT INVT & MGMT CO -A
2017-06-15
2019-10-07
6. APARTMENT INVT & MGMT CO -A
2019-05-16
2019-10-07
8064.516 JPMORGAN HIGH YIELD FUND SS 3580
2019-10-10
4. LAM RESEARCH CORP COM
2018-07-24
2019-10-16
73. UBS GROUP AG
2019-04-22
2019-10-16
485. UBS GROUP AG
2019-10-16
17. TE CONNECTIVITY LTD
2017-08-09
2019-10-16
15000. JPMORGAN CHASE & CO 2.200% 10/22/19
2014-12-17
2019-10-22
100000. US TREASURY NOTE 1.500% 2/15/20
2018-07-30
2019-10-22
7. DUKE ENERGY HOLDING CORP. COM
2018-11-20
2019-10-29
309. FERGUSON NEWCO PLC-ADR
2017-06-30
2019-10-29
5. JPMORGAN CHASE & CO
2016-05-20
2019-10-29
15. PHILIPS ELECTRONICS - NY SHR ADR
2015-01-20
2019-10-29
52. MONDELEZ INTERNATIONAL INC
2018-04-05
2019-10-29
3. NEXTERA ENERGY INC
2015-04-16
2019-10-29
31. TC ENERGY CORP
2017-04-05
2019-10-29
1. AVALONBAY CMNTYS INC
2018-07-10
2019-11-01
23. PHYSICIANS REALTY TRUST
2016-10-13
2019-11-01
4803.074 BLACKROCK GL L/S CREDIT-K #1940
2018-09-13
2019-11-04
11282.372 PRINCIPAL GL MULT STRAT-R6 #8232
2014-12-29
2019-11-04
5063.291 ROBECO BP LNG/SHRT RES-INS
2019-11-04
5. DUKE REALTY CORPORATION
2019-07-16
2019-11-18
4. DUKE REALTY CORPORATION
2018-09-17
2019-11-18
65. PHYSICIANS REALTY TRUST
2019-11-18
2. SIMON PROPERTY GROUP INC
2016-10-13
2019-11-18
2. SUN CMNTYS INC COM
2018-09-17
2019-11-18
12. APARTMENT INVT & MGMT CO -A
2019-12-05
9. STORE CAPITAL CORP
2019-12-05
45. AT & T INC
2018-01-08
2019-12-11
25. CHEVRON CORP
2019-12-11
16. MICROSOFT CORP
2012-12-27
2019-12-11
197. NIELSEN HLDGS PLC
2019-12-11
1. EQUINIX INC
2018-08-12
2019-12-17
9. HILTON WORLDWIDE HOLDINGS IN
2019-12-17
45. SUNSTONE HOTEL INVS INC NEW
2019-12-17
8. LAM RESEARCH CORP COM
2018-07-24
2019-12-26
CAPITAL GAIN DIVIDENDS
P
(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
19,986
20,294
-308
b
14,994
15,187
-193
c
15,128
17,081
-1,953
d
14,942
14,994
-52
e
15,250
17,003
-1,753
15,123
16,822
-1,699
15,145
16,428
-1,283
14,951
15,031
-80
591
454
137
609
594
15
582
564
18
644
638
6
560
443
117
490
336
154
341
306
35
275
263
12
362
363
-1
172
112
60
1,974
1,789
185
1,184
1,161
23
395
428
-33
4,667
1,070
3,597
3,062
631
2,431
732
848
-116
84
73
11
167
116
51
1,372
1,543
-171
21
20
1
1,517
1,238
279
4,418
3,948
470
868
628
240
710
793
-83
2,099
1,685
414
4,825
6,156
-1,331
3,567
2,725
842
32
31
1
254
231
23
152
149
3
6,289
1,975
4,314
419
379
40
578
336
242
979
831
148
70,054
68,516
1,538
79,322
78,516
806
35
31
4
1,118
770
348
59
52
7
1,062
889
173
3,833
1,196
2,637
930
666
264
2,498
1,823
675
1,844
1,894
-50
106
95
11
851
221
630
2,127
389
1,738
1,534
847
687
981
787
194
545
379
166
732
804
-72
844
1,090
-246
1,020
855
165
646
793
-147
2,303
544
1,759
7,608
7,060
548
608
634
-26
608
772
-164
643
552
91
603
750
-147
634
285
349
662
135
527
659
507
152
4,972
3,233
1,739
634
689
-55
2,721
1,824
897
2,850
385
2,465
2,510
792
1,718
2,330
506
1,824
2,570
526
2,044
302
357
-55
2,182
2,207
-25
615
727
-112
54
47
7
408
318
90
408
327
81
70
68
2
1,780
2,420
-640
1,183
883
300
1,550
938
612
2,623
438
2,185
2,405
1,186
1,219
2,566
2,489
77
2,369
652
1,717
144
136
8
48
46
2
49
50
-1
201
209
-8
127
136
-9
300
257
43
269
179
90
147
149
-2
126
87
39
777
1,001
-224
254
317
-63
74
53
21
27
30
-3
743
461
282
82
76
6
155
150
5
85
94
-9
247
213
34
256
298
-42
20
20
52
66
-14
155
198
-43
43
43
35
34
1
134
129
5
66
74
-8
31
72
-41
40
52
-12
21
22
-1
169
165
4
49
70
-21
75
63
12
687
738
-51
1,242
1,011
231
1,517
677
840
736
180
556
1,063
216
847
2,362
3,442
-1,080
607
666
-59
2,628
2,872
-244
1,041
138
903
926
843
83
1,640
1,098
542
1,520
315
1,205
991
127
864
586
510
76
147
125
22
332
296
36
1,142
1,056
86
148
156
-8
162
179
-17
729
1,272
-543
1,724
593
1,131
1,046
1,024
22
1,476
863
613
2,751
1,919
832
210
173
37
210
194
16
647
415
232
3,330
2,973
357
1,413
1,281
132
53
46
7
318
301
17
57,903
58,004
-101
942
694
248
816
970
-154
5,422
9,441
-4,019
1,576
1,378
198
15,000
14,841
159
99,910
99,622
288
654
620
34
2,558
2,026
532
634
320
314
639
441
198
2,746
2,198
548
695
311
384
1,565
1,444
121
216
173
43
425
431
-6
48,943
50,000
-1,057
122,188
124,219
-2,031
80,000
78,401
1,599
176
166
10
141
116
25
1,211
1,154
57
307
396
-89
323
203
120
629
541
88
360
299
61
1,714
1,715
-1
2,916
2,744
172
2,416
431
1,985
3,863
6,574
-2,711
563
462
101
978
506
472
636
594
42
2,355
1,388
967
6,323
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
-308
b
-193
c
-1,953
d
-52
e
-1,753
-1,699
-1,283
-80
137
15
18
6
117
154
35
12
-1
60
185
23
-33
3,597
2,431
-116
11
51
-171
1
279
470
240
-83
414
-1,331
842
1
23
3
4,314
40
242
148
1,538
806
4
348
7
173
2,637
264
675
-50
11
630
1,738
687
194
166
-72
-246
165
-147
1,759
548
-26
-164
91
-147
349
527
152
1,739
-55
897
2,465
1,718
1,824
2,044
-55
-25
-112
7
90
81
2
-640
300
612
2,185
1,219
77
1,717
8
2
-1
-8
-9
43
90
-2
39
-224
-63
21
-3
282
6
5
-9
34
-42
-14
-43
1
5
-8
-41
-12
-1
4
-21
12
-51
231
840
556
847
-1,080
-59
-244
903
83
542
1,205
864
76
22
36
86
-8
-17
-543
1,131
22
613
832
37
16
232
357
132
7
17
-101
248
-154
-4,019
198
159
288
34
532
314
198
548
384
121
43
-6
-1,057
-2,031
1,599
10
25
57
-89
120
88
61
-1
172
1,985
-2,711
101
472
42
967
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
45,345
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))
2018
220,112
5,992,258
0.036733
2017
259,758
5,901,908
0.044013
2016
288,900
5,728,020
0.050436
2015
269,042
6,010,152
0.044765
2014
241,001
6,114,557
0.039414
2
Total
of line 1, column (d)
.....................
2
0.215361
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
0.043072
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
6,030,531
5
Multiply line 4 by line 3
......................
5
259,747
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,446
7
Add lines 5 and 6
........................
7
261,193
8
Enter qualifying distributions from Part XII, line 4
,.............
8
269,280
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
1,446
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
1,446
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
1,446
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
3,952
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
7
Total credits and payments. Add lines 6a through 6d
..............
7
3,952
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
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
2,506
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,448
Refunded
11
1,058
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.
$
(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)
OR
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
WELLS FARGO BANK NA
Telephone no.
(888) 730-4933
Located at
6325 S RAINBOW BLVD STE 300
LAS VEGAS
NV
ZIP+4
89118
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
No
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
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
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
WELLS FARGO BANK N A
TRUSTEE
1
70,471
100 N MAIN ST MAC D4001-117
WINSTON SALEM
,
NC
27101
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
(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
.............
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
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
.........................
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
5,841,163
b
Average of monthly cash balances
.......................
1b
281,203
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
6,122,366
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
6,122,366
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
91,835
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
6,030,531
6
Minimum investment return.
Enter 5% of line 5
..................
6
301,527
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
301,527
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,446
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,446
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
300,081
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
300,081
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
300,081
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
269,280
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
269,280
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
1,446
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
267,834
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
300,081
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
153,957
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
0
b
From 2015
......
0
c
From 2016
......
0
d
From 2017
......
0
e
From 2018
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
269,280
a
Applied to 2018, but not more than line 2a
153,957
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 2019 distributable amount
.....
115,323
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
184,758
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
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
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).)
NONE
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.
NONE
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
THE ALS ASSOCIATION
1300 WILSON BOULEVARD SUITE 600
ARLINGTON
,
VA
22209
NONE
PC
GENERAL SUPPORT
3,500
BATTERED PERSONS ADVOCACY INC
1202 SE DOUGLAS
ROSEBURG
,
OR
97470
NONE
PC
GENERAL SUPPORT
3,600
CALAPOOIA REFLECTIONS MUSEUM
113 W CENTRAL AVE
SUTHERLIN
,
OR
97479
NONE
PC
GENERAL SUPPORT
1,500
COLLEGE DREAMS INC
2158 NE INDUSTRY DRIVE
GRANTS PASS
,
OR
97526
NONE
PC
GENERAL SUPPORT
10,000
ST VINCENT DE PAUL SOCIETY
116 N MAIN ST
MYRTLE CREEK
,
OR
97457
NONE
PC
GENERAL SUPPORT
5,000
DOUGLAS COUNTY HISTORICAL SOCIETY
1101 JOHN AVE
SUPERIOR
,
WI
54880
NONE
PC
GENERAL SUPPORT
4,250
PCIT INTERNATIONAL
6814 NW 81 BLVD
GAINESVILLE
,
FL
32635
NONE
PC
GENERAL SUPPORT
8,000
HIV ALLIANCE
1195A CITY VIEW ST
EUGENE
,
OR
97402
NONE
PC
GENERAL SUPPORT
5,000
JOSEPH LANE MIDDLE SCHOOL
2153 NE VINE ST
ROSEBURG
,
OR
97470
NONE
PC
GENERAL SUPPORT
19,384
UMPQUA COMMUNITY CENTER INC
806 HUBBARD CREEK RD
UMPQUA
,
OR
97486
NONE
PC
GENERAL SUPPORT
2,500
LOWER UMPQUA LIBRARY
395 WINCHESTER AVE
REEDSPORT
,
OR
97467
NONE
PC
GENERAL SUPPORT
5,000
RIDDLE CITY LIBRARY
637 1ST AVE
RIDDLE
,
OR
97469
NONE
PC
GENERAL SUPPORT
2,800
SOUTH UMPQUA HISTORICAL SOCIETY
421 SW 5TH ST
CANYONVILLE
,
OR
97417
NONE
PC
GENERAL SUPPORT
1,000
ROSEBURG RESCUE MISSION
752 SE PINE ST
ROSEBURG
,
OR
97470
NONE
PC
GENERAL SUPPORT
5,000
SUTHERLIN VALLEY RECREATION DISTRICT
104 E CENTRAL AVE
SUTHERLIN
,
OR
97479
NONE
PC
GENERAL SUPPORT
5,000
GENERAL ASSEMBLY OF THE CHURCH GOD
197 TILLIE ROAD
CLEVELAND
,
TN
37312
NONE
PC
GENERAL SUPPORT
8,500
SUTHERLIN-OAKLAND EMERGENCY PANTRY
183 W 1ST AVE
SUTHERLIN
,
OR
97479
NONE
PC
GENERAL SUPPORT
6,000
FRIENDS OF FORDS POND
PO BOX 99
SUTHERLIN
,
OR
97479
NONE
PC
GENERAL SUPPORT
10,000
ST FRANCIS XAVIER CATHOLIC CHURCH
800 W STANTON ST
ROSEBURG
,
OR
97471
NONE
PC
GENERAL SUPPORT
10,000
BOYS & GIRLS CLUB OF THE UMPQUA VALLEY
1144 NE CEDAR ST
ROSEBURG
,
OR
97470
NONE
PC
GENERAL SUPPORT
13,000
ST JOSEPHS CHURCH
721 CHEMEKETA ST NE
SALEM
,
OR
97301
NONE
PC
GENERAL SUPPORT
7,000
OREGON COAST COMMUNITY ACTION
1855 THOMAS AVE
COOS BAY
,
OR
97420
NONE
PC
GENERAL SUPPORT
16,500
UNITED COMMUNITY ACTION NETWORK
280 NE KENNETH FORD DR
ROSEBURG
,
OR
97470
NONE
PC
GENERAL SUPPORT
5,000
FRIENDLY KITCHEN
1771 HARVARD AVE
ROSEBURG
,
OR
97471
NONE
PC
GENERAL SUPPORT
10,000
SUTHERLIN BOOSTER CLUB
500 E 4TH AVE
SUTHERLIN
,
OR
97479
NONE
PC
GENERAL SUPPORT
7,500
OREGON CHILDRENS FOUNDATION
101 SW MARKET ST
PORTLAND
,
OR
97201
NONE
PC
GENERAL SUPPORT
7,500
SAFE HAVEN MATERNITY HOME
PO BOX 1822
ROSEBURG
,
OR
97470
NONE
PC
GENERAL SUPPORT
12,000
REEDSPORT CHURCH OF GOD
2191 BIRCH AVE
REEDSPORT
,
OR
97467
NONE
PC
GENERAL SUPPORT
5,500
COBB STREET CHILDREN LEARNING CENTER
1281 NE WALNUT ST
ROSEBURG
,
OR
97490
NONE
PC
GENERAL SUPPORT
10,000
UMPQUA DISCOVERY CENTER
TREASURE CHEST INC
PO BOX 622
REEDSPORT
,
OR
97467
NONE
PC
GENERAL SUPPORT
2,500
FRIENDS OF THE MILDRED WHIPPLE LIBRARY
PO BOX 128
DRAIN
,
OR
97435
NONE
PC
GENERAL SUPPORT
2,500
THE FISH OF ROSEBERG
PO BOX 1162
ROSEBURG
,
OR
97470
NONE
PC
GENERAL SUPPORT
20,000
SAVING GRACE INC
PO BOX 803
WINCHESTER
,
OR
97495
NONE
PC
GENERAL SUPPORT
10,000
THE GLIDE COMMUNITY CLUB
PO BOX 397
GLIDE
,
OR
97443
NONE
PC
GENERAL SUPPORT
5,000
Total
.................................
3a
250,034
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
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
...........
4
Dividends and interest from securities
....
14
152,086
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
............
18
45,345
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FEDERAL TAX REFUND
1
31
b
OTHER INCOME
1
6,115
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
203,577
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
203,577
(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
(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