-
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
REID ROBERT AND JEAN FAMILY FDN
Number and street (or P.O. box number if mail is not delivered to street address)
111 WEST MONROE STREET TAX DIV 12W
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO
,
IL
60603
A Employer identification number
46-7048885
B
Telephone number (see instructions)
(312) 461-5154
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)
$
51,854,475
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
...
1,295,846
1,295,846
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,420,616
b
Gross sales price for all assets on line 6a
18,225,555
7
Capital gain net income (from Part IV, line 2)
...
1,420,616
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)
.......
229,967
347,813
12
Total.
Add lines 1 through 11
........
2,946,429
3,064,275
13
Compensation of officers, directors, trustees, etc.
291,759
145,880
145,880
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)
.......
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
79,496
22,329
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)
.......
50
50
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
371,305
168,209
0
145,930
25
Contributions, gifts, grants paid
.......
2,200,000
2,200,000
26
Total expenses and disbursements.
Add lines 24 and 25
2,571,305
168,209
0
2,345,930
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
375,124
b
Net investment income
(if negative, enter -0-)
2,896,066
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
.............
2
Savings and temporary cash investments
.........
686,356
686,356
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)
.......
7,170,512
8,480,481
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)
..........
45,047,543
2,464
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
37,026,436
42,685,174
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
45,047,543
44,883,304
51,854,475
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
........
45,047,543
44,883,304
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)
.....
45,047,543
44,883,304
30
Total liabilities and net assets/fund balances
(see instructions)
.
45,047,543
44,883,304
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
45,047,543
2
Enter amount from Part I, line 27a
.....................
2
375,124
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
45,422,667
5
Decreases not included in line 2 (itemize)
5
539,363
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
44,883,304
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
925. AMEREN CORPORATION COMMON STOCK
2016-05-19
2019-01-23
b
1790. CELGENE CORPORATION COMMON STOCK
2017-03-17
2019-01-23
c
575. CELGENE CORPORATION COMMON STOCK
2018-09-21
2019-01-23
d
165. ESSEX PROPERTY TRUST INC COMMON STOCK
2017-03-17
2019-01-23
e
15. S&P GLOBAL INC
2017-09-21
2019-01-23
215. S&P GLOBAL INC
2018-03-28
2019-01-23
23123.24 STONE RIDGE REIN RSK PR INT
2017-05-17
2019-02-22
715. AMEREN CORPORATION COMMON STOCK
2016-05-19
2019-02-27
4250. HOST MARRIOTT CORP NEW COMMON STOCK
2018-08-22
2019-02-27
225. S&P GLOBAL INC
2017-09-21
2019-02-27
2640. SUNTRUST BANKS INC COMMON STOCK
2018-07-05
2019-02-27
57870.37 VANGUARD DEV MKT INDX-ADM
2018-12-31
2019-03-07
3490. AES CORPORATION COMMON STOCK
2018-08-22
2019-03-22
420. ALLIANCE DATA SYSTEMS CORP COMMON STOCK
2017-10-19
2019-03-22
2080. PFIZER INC COMMON STOCK
2018-03-06
2019-03-22
510. S&P GLOBAL INC
2017-09-21
2019-03-22
520. APPLE COMPUTER INC COMMON STOCK
2013-12-13
2019-04-24
432. HOME DEPOT INC COMMON STOCK
2012-05-12
2019-04-24
2345. REGIONS FINANCIAL CORP
2018-05-03
2019-04-24
8720. REGIONS FINANCIAL CORP
2018-03-06
2019-04-24
1825. MYLAN NV
2018-09-21
2019-04-24
1295. ABBVIE INC
2018-01-24
2019-05-21
875. F5 NETWORKS INC COMMON STOCK
2015-12-09
2019-05-21
2900. GOODYEAR TIRE AND RUBBER COMPANY COMMON STOCK
2018-09-21
2019-05-21
17754.659 STONE RIDGE REIN RSK PR INT
2017-05-17
2019-05-24
156929.992 FRANKLIN FLT RTE DLY ACC-ADV
2015-12-09
2019-06-24
87494.556 GATEWAY FUND-Y
2017-09-19
2019-06-24
17685. VANGUARD FTSE EMERGING MARKE
2019-03-07
2019-06-24
1025. AGCO CORPORATION COMMON STOCK
2019-04-24
2019-06-26
11220. AES CORPORATION COMMON STOCK
2018-08-22
2019-06-26
1135. ABBVIE INC
2017-07-24
2019-06-26
725. ALLSTATE CORPORATION COMMON STOCK
2018-12-27
2019-06-26
350. ALPHABET INC-CL C
2016-08-23
2019-06-26
865. AMERICAN EXPRESS COMPANY CAPITAL STOCK
2017-12-22
2019-06-26
2045. APPLIED MATERIALS INC COMMON STOCK
2019-02-27
2019-06-26
145. AUTOZONE INC COMMON STOCK
2019-05-21
2019-06-26
3265. CABOT OIL & GAS CORPORATION CLASS A COMMON STOCK
2019-05-21
2019-06-26
2580. CADENCE DESIGN SYSTEM INC COMMON STOCK
2019-03-22
2019-06-26
660. CAPITAL ONE FINANCIAL CORP COMMON STOCK
2018-03-28
2019-06-26
685. CATERPILLAR INC COMMON STOCK
2019-04-24
2019-06-26
1995. CHEVRON TEXACO INC COMMON STOCK
2018-01-24
2019-06-26
4240. CITIGROUP INC
2016-02-24
2019-06-26
4480. CITIZENS FINANCIAL GROUP
2019-03-22
2019-06-26
780. COMCAST CORP-CLASS A
2015-12-09
2019-06-26
1615. CONOCOPHILLIPS
2017-05-25
2019-06-26
1475. CONOCOPHILLIPS
2018-07-23
2019-06-26
1955. DISCOVER FINANCIAL SERVICES
2015-12-09
2019-06-26
2365. DISCOVERY INC - A
2019-05-21
2019-06-26
1580. DOLLAR GENERAL CORP
2018-11-21
2019-06-26
635. ESSEX PROPERTY TRUST INC COMMON STOCK
2017-03-17
2019-06-26
2810. EXELON CORPORATION COMMON STOCK
2018-11-21
2019-06-26
515. EXPEDIA GROUP INC
2018-12-27
2019-06-26
245. FEDEX CORP COMMON STOCK
2016-08-23
2019-06-26
610. FEDEX CORP COMMON STOCK
2019-01-23
2019-06-26
2400. FORTINET INC
2018-01-24
2019-06-26
195. GRAINGER W W INC COMMON STOCK
2018-07-05
2019-06-26
265. GRAINGER W W INC COMMON STOCK
2018-06-01
2019-06-26
1185. HCA HEALTHCARE INC
2018-08-22
2019-06-26
505. HERSHEY FOODS CORPORATION COMMON STOCK
2019-05-21
2019-06-26
1185. HILL-ROM HOLDINGS INC
2017-02-17
2019-06-26
4735. HOST MARRIOTT CORP NEW COMMON STOCK
2018-07-05
2019-06-26
1245. KOHLS CORP COMMON STOCK
2018-10-19
2019-06-26
3835. KROGER COMPANY COMMON STOCK
2018-09-21
2019-06-26
415. LAUDER ESTEE COMPANIES INC CLASS A COMMON STOCK
2018-06-01
2019-06-26
1995. LILLY ELI & COMPANY COMMON STOCK
2017-11-16
2019-06-26
1895. LOWES COMPANIES INC COMMON STOCK
2016-02-24
2019-06-26
1240. MARATHON PETROLEUM CORP COM
2018-03-28
2019-06-26
2730. MERCK & CO. INC.
2019-04-24
2019-06-26
590. MICROSOFT CORPORATION COMMON STOCK
2018-12-27
2019-06-26
660. MICROSOFT CORPORATION COMMON STOCK
2017-03-17
2019-06-26
1525. NETAPP INC
2018-09-21
2019-06-26
935. NIKE INC CLASS B COMMON STOCK
2018-10-19
2019-06-26
1315. OSHKOSH TRUCK CORPORATION COMMON STOCK CLASS B
2018-12-27
2019-06-26
2520. OWENS ILLINOIS INC NEW COMMON STOCK
2017-10-19
2019-06-26
1835. POST HOLDINGS INC
2019-03-22
2019-06-26
1275. PROGRESSIVE CORPORATION OHIO COMMON STOCK
2017-07-24
2019-06-26
1345. PROGRESSIVE CORPORATION OHIO COMMON STOCK
2018-11-21
2019-06-26
1900. RAYMOND JAMES FINANCIAL INC COMMON STOCK
2019-04-24
2019-06-26
1110. REGAL BELOIT CORP COMMON STOCK
2019-01-23
2019-06-26
3438. SOUTHWEST AIRLINES COMPANY COMMON STOCK
2018-03-28
2019-06-26
1295. SYSCO CORPORATION COMMON STOCK
2018-05-03
2019-06-26
1705. TEXTRON INC COMMON STOCK
2019-01-23
2019-06-26
3270. UNUMPROVIDENT CORPORATION COMMON STOCK
2016-11-23
2019-06-26
2107. WAL-MART STORES INC COMMON STOCK
2017-06-28
2019-06-26
475. ZEBRA TECHNOLOGIES CORP COMMON STOCK CL A
2019-01-23
2019-06-26
440. EXXON MOBIL CORPCOMMON STOCK
2019-06-26
2019-07-02
610. ONEOK INC NEW COMMON STOCK
2019-06-26
2019-07-02
320. PNC BANK CORPORATION COMMON STOCK
2019-06-26
2019-07-02
380. PRICE T ROWE GROUP INC COMMON STOCK
2019-06-26
2019-07-02
14534.737 STONE RIDGE REIN RSK PR INT
2017-05-17
2019-08-23
9900.99 ABERDEEN EMER MKTS-INST
2013-12-13
2019-09-18
54644.809 FEDERATED ULTRA SHRT BND-IS
2015-11-24
2019-09-18
44977.511 VANGUARD DEV MKT INDX-ADM
2018-12-31
2019-09-18
50. ALPHABET INC-CL A
2019-06-26
2019-10-09
990. COMCAST CORP-CLASS A
2013-12-13
2019-10-09
850. EXXON MOBIL CORPCOMMON STOCK
2019-06-26
2019-10-09
1530. TJX COMPANIES INC NEW COMMON STOCK
2019-06-26
2019-10-09
6971.676 STONE RIDGE REIN RSK PR INT
2017-05-17
2019-11-22
1875. ABBOTT LABORATORIES COMMON STOCK
2019-06-26
2019-11-26
160. ADOBE SYSTEMS INC COMMON STOCK
2019-06-26
2019-11-26
1780. COMCAST CORP-CLASS A
2013-12-13
2019-11-26
60. NETFLIX.COM INC COM
2019-06-26
2019-11-26
300. SALESFORCE.COM INC
2019-06-26
2019-11-26
460. 3M COMPANY COMMON STOCK
2019-06-26
2019-11-26
270. UNION PACIFIC CORPORATION COMMON STOCK
2019-06-26
2019-11-26
83892.617 BLACKROCK TOTAL RETURN-K
2019-06-25
2019-12-20
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
62,493
43,609
18,884
b
155,007
217,551
-62,544
c
49,793
50,645
-852
d
43,158
38,610
4,548
e
2,822
2,335
487
40,451
40,224
227
188,686
240,250
-51,564
50,078
33,708
16,370
82,471
90,421
-7,950
45,205
35,025
10,180
172,007
179,878
-7,871
750,000
692,130
57,870
63,004
48,794
14,210
69,733
90,275
-20,542
87,553
74,939
12,614
105,032
79,080
25,952
108,102
41,270
66,832
89,613
21,733
67,880
36,087
43,301
-7,214
134,190
172,446
-38,256
48,312
71,190
-22,878
104,715
132,274
-27,559
123,811
89,927
33,884
44,667
71,043
-26,376
144,345
184,471
-40,126
1,322,920
1,366,000
-43,080
2,919,693
2,697,000
222,693
747,888
735,519
12,369
79,802
73,559
6,243
184,129
149,494
34,635
76,738
84,074
-7,336
73,242
59,199
14,043
380,031
259,022
121,009
107,079
85,168
21,911
88,711
78,809
9,902
157,290
117,571
39,719
75,295
89,428
-14,133
180,817
123,949
56,868
59,142
62,384
-3,242
92,751
94,863
-2,112
248,563
221,251
27,312
286,860
156,666
130,194
155,927
157,793
-1,866
32,971
20,100
12,871
101,530
75,154
26,376
92,729
103,939
-11,210
152,769
104,727
48,042
70,479
66,255
4,224
215,358
163,012
52,346
183,689
146,794
36,895
136,093
125,805
10,288
66,534
58,832
7,702
38,594
41,244
-2,650
96,092
125,445
-29,353
180,116
106,951
73,165
51,982
57,743
-5,761
70,643
82,590
-11,947
157,436
138,654
18,782
68,098
65,922
2,176
122,274
75,787
46,487
84,148
99,718
-15,570
58,045
89,561
-31,516
82,738
118,421
-35,683
75,788
60,789
14,999
222,664
166,048
56,616
187,640
129,757
57,883
65,897
89,707
-23,810
228,174
217,370
10,804
79,654
59,313
20,341
89,105
42,889
46,216
92,740
132,095
-39,355
78,065
70,119
7,946
107,707
79,008
28,699
41,480
63,822
-22,342
188,232
179,866
8,366
102,271
59,513
42,758
107,886
86,533
21,353
154,089
169,692
-15,603
89,211
82,945
6,266
174,596
128,040
46,556
91,792
81,085
10,707
87,873
84,276
3,597
107,356
125,906
-18,550
232,866
150,706
82,160
95,071
83,102
11,969
33,283
33,914
-631
42,226
41,345
881
44,529
43,104
1,425
41,106
40,538
568
120,348
151,016
-30,668
150,000
142,376
7,624
500,000
497,054
2,946
600,000
537,931
62,069
60,007
54,407
5,600
43,638
24,368
19,270
57,102
65,516
-8,414
85,346
81,288
4,058
55,983
72,436
-16,453
159,925
155,997
3,928
49,155
46,390
2,765
77,419
40,928
36,491
18,858
21,895
-3,037
48,744
44,973
3,771
77,647
79,540
-1,893
48,233
44,934
3,299
1,000,000
978,876
21,124
111,318
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
18,884
b
-62,544
c
-852
d
4,548
e
487
227
-51,564
16,370
-7,950
10,180
-7,871
57,870
14,210
-20,542
12,614
25,952
66,832
67,880
-7,214
-38,256
-22,878
-27,559
33,884
-26,376
-40,126
-43,080
222,693
12,369
6,243
34,635
-7,336
14,043
121,009
21,911
9,902
39,719
-14,133
56,868
-3,242
-2,112
27,312
130,194
-1,866
12,871
26,376
-11,210
48,042
4,224
52,346
36,895
10,288
7,702
-2,650
-29,353
73,165
-5,761
-11,947
18,782
2,176
46,487
-15,570
-31,516
-35,683
14,999
56,616
57,883
-23,810
10,804
20,341
46,216
-39,355
7,946
28,699
-22,342
8,366
42,758
21,353
-15,603
6,266
46,556
10,707
3,597
-18,550
82,160
11,969
-631
881
1,425
568
-30,668
7,624
2,946
62,069
5,600
19,270
-8,414
4,058
-16,453
3,928
2,765
36,491
-3,037
3,771
-1,893
3,299
21,124
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
1,420,616
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
2,148,946
49,535,642
0.043382
2017
1,643,790
49,019,285
0.033534
2016
1,143,525
44,792,465
0.025529
2015
492,960
14,123,344
0.034904
2014
486,632
8,887,977
0.054752
2
Total
of line 1, column (d)
.....................
2
0.192101
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
0.03842
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
49,741,530
5
Multiply line 4 by line 3
......................
5
1,911,070
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
28,961
7
Add lines 5 and 6
........................
7
1,940,031
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,345,930
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
28,961
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
28,961
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
28,961
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
57,167
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
57,167
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
48
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
28,158
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
0
Refunded
11
28,158
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)
WA
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
BMO HARRIS BANK NA
,
ATTN HECTOR AHUMADA
Telephone no.
(312) 461-5154
Located at
111 WEST MONROE STREET
CHICAGO
IL
ZIP+4
60603
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
BMO HARRIS BANK N A
TRUSTEE
1
291,759
111 WEST MONROE STREET
CHICAGO
,
IL
60603
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
49,241,980
b
Average of monthly cash balances
.......................
1b
1,257,035
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
50,499,015
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
50,499,015
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
757,485
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
49,741,530
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,487,077
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
2,487,077
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
28,961
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
28,961
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,458,116
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,458,116
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
2,458,116
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
2,345,930
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
2,345,930
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
28,961
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,316,969
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
2,458,116
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,211,067
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:
$
2,345,930
a
Applied to 2018, but not more than line 2a
1,211,067
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
.....
1,134,863
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
..........
1,323,253
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).)
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
SEATTLE UNIVERSITY
901 12TH AVE
SEATTLE
,
WA
98122
NONE
PC
PROGRAM SUPPORT
105,000
PACIFIC LUTHERAN UNIVERSITY INC
12180 PARK AVE S
TACOMA
,
WA
98447
NONE
PC
PROGRAM SUPPORT
105,000
ST THOMAS EPISCOPAL CHURCH
8398 NE 12TH STREET
MEDINA
,
WA
980390124
NONE
PC
PUBLIC SUPPORT
50,000
BOYS & GIRLS CLUBS OF BELLEVUE
209 100TH AVE NE
BELLEVUE
,
WA
98004
NONE
PC
PROGRAM SUPPORT
55,000
SWEDISH MEDICAL CENTER FOUNDATION
5300 TALLMAN AVE NW
SEATTLE
,
WA
98122
NONE
PC
PUBLIC SUPPORT
537,500
OVERLAKE HOSPITAL FOUNDATION
1231 116TH AVE NE STE 500
BELLEVUE
,
WA
98004
NONE
PC
PROGRAM SUPPORT
160,000
BELLEVUE COLLEGE FOUNDATION
3000 LANDERHOLM CIR SE
BELLEVUE
,
WA
98007
NONE
PC
PROGRAM SUPPORT
75,000
SEATTLE CHILDREN'S
HOSPITAL
4800 SAND POINT WAY NE
SEATTLE
,
WA
98105
NONE
PC
PUBLIC SUPPORT
860,000
UNIVERSITY OF WASHINGTON OFFICE OF
PLANNED GIVING
1410 NE CAMPUS PARKWAY
SEATTLE
,
WA
981959515
NONE
PC
PUBLIC SUPPORT
252,500
Total
.................................
3a
2,200,000
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
1,295,846
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
1,420,616
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
24,151
b
TRAVIS ASSOCIATES
14
205,816
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
2,946,429
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,946,429
(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