-
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
WOLTCHECK CHARITABLE TRUST TAI
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 52007
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX
,
AZ
85072
A Employer identification number
30-6545598
B
Telephone number (see instructions)
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)
$
2,276,030
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
...
62,990
62,990
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
40,583
b
Gross sales price for all assets on line 6a
761,716
7
Capital gain net income (from Part IV, line 2)
...
40,583
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)
.......
12
Total.
Add lines 1 through 11
........
103,573
103,573
13
Compensation of officers, directors, trustees, etc.
31,163
23,372
7,791
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
21,617
0
0
21,617
b
Accounting fees (attach schedule)
.......
1,000
0
0
1,000
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
3,479
1,097
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)
.......
35
35
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
57,294
24,469
0
30,443
25
Contributions, gifts, grants paid
.......
216,807
216,807
26
Total expenses and disbursements.
Add lines 24 and 25
274,101
24,469
0
247,250
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-170,528
b
Net investment income
(if negative, enter -0-)
79,104
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
.........
98,493
84,671
84,671
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)
..........
2,088,015
1,931,626
2,191,359
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)
2,186,508
2,016,297
2,276,030
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
........
2,186,508
2,016,297
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)
.....
2,186,508
2,016,297
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,186,508
2,016,297
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
2,186,508
2
Enter amount from Part I, line 27a
.....................
2
-170,528
3
Other increases not included in line 2 (itemize)
3
317
4
Add lines 1, 2, and 3
..........................
4
2,016,297
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
2,016,297
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
23. AFFILIATED MANAGERS GROUP INC
2017-01-24
2019-01-02
b
35. CVS HEALTH CORP COM
2018-11-29
2019-01-02
c
73. GILEAD SCIENCES INC
2017-10-25
2019-01-02
d
6. O REILLY AUTOMOTIVE INC NEW
2018-02-27
2019-01-02
e
96. STARBUCKS CORP
2017-08-25
2019-01-02
22. UNITED TECHNOLOGIES CORP
2018-11-28
2019-01-02
56. EDISON INTL
2017-08-25
2019-01-14
631.505 ARTISAN MID CAP FD INSTL CL #1333
2016-04-12
2019-02-21
933.628 ARTISAN MID CAP FD INSTL CL #1333
2018-12-14
2019-02-21
550.298 T ROWE PRICE NEW HORIZONS FD #532
2018-12-14
2019-02-21
595.807 T ROWE PRICE NEW HORIZONS FD #532
2017-05-17
2019-02-21
472.02 VICTORY SYCAMORE EST VAL R6 #308
2017-08-29
2019-02-21
924.234 VICTORY SYCAMORE EST VAL R6 #308
2018-12-14
2019-02-21
191.752 ARBITRAGE FD CL I #1000
2018-07-26
2019-03-22
2153.677 ARBITRAGE FD CL I #1000
2018-01-05
2019-03-22
1339.377 DFA LARGE CAP INTERNATIONAL PORT #28
2018-12-14
2019-03-22
2636.781 PIMCO TOTAL RETURN INSTL #35
2017-01-26
2019-03-22
1926.803 PIMCO TOTAL RETURN INSTL #35
2018-07-12
2019-03-22
4909.531 VNGRD ST TERM INVMT GRADE ADM #539
2018-11-15
2019-03-22
12. APPLE INC COM
2017-08-25
2019-04-02
8. APPLE INC COM
2019-03-21
2019-04-02
2. OCCIDENTAL PETE CORP
2019-03-21
2019-05-06
53. OCCIDENTAL PETE CORP
2017-08-25
2019-05-06
14. APPLE INC COM
2017-08-25
2019-06-24
6309.146 NATIONWIDE BAILARD INTL EQ I #6071
2016-03-08
2019-07-19
5876.411 VNGRD ST TERM INVMT GRADE ADM #539
2018-11-15
2019-08-13
137. BRISTOL MYERS SQUIBB CO
2018-08-10
2019-08-14
6. BRISTOL MYERS SQUIBB CO
2019-03-21
2019-08-14
2. EDISON INTL
2019-03-21
2019-08-14
56. EDISON INTL
2017-05-15
2019-08-14
2. GILEAD SCIENCES INC
2019-03-21
2019-08-14
47. GILEAD SCIENCES INC
2017-06-26
2019-08-14
2. TEXAS INSTRS INC
2019-03-21
2019-08-14
56. TEXAS INSTRS INC
2017-08-25
2019-08-14
6. WEC ENERGY GROUP INC COM
2019-03-21
2019-08-14
38. WEC ENERGY GROUP INC COM
2017-08-25
2019-08-14
153.141 AQR MANAGED FUTURES STRAT R6 #15282
2015-11-09
2019-09-17
59.743 AQR EQTY MKT NEUTRAL FD R6 #15296
2018-01-05
2019-09-17
144.792 AQR STYLE PREMIA ALT CL R6 #15289
2018-01-05
2019-09-17
6. ABBOTT LABS COM
2019-03-21
2019-09-17
1. ALPHABET INC CAP STK CL A
2019-03-21
2019-09-17
7. AMERICAN INTL GROUP COM
2017-01-24
2019-09-17
3. AMERICAN TOWER CORP
2019-03-21
2019-09-17
4. ANALOG DEVICES INC
2019-03-21
2019-09-17
1. ANTHEM INC COM
2019-03-21
2019-09-17
6. APPLE INC COM
2017-05-15
2019-09-17
10. APPLIED MATLS INC
2017-05-15
2019-09-17
2. BAXTER INTL INC COM
2019-03-21
2019-09-17
3. BERKSHIRE HATHAWAY B
2018-09-24
2019-09-17
131.771 BLACKROCK EV DRIVEN EQTY FD #0443
2019-03-22
2019-09-17
131.106 BLACKSTONE ALTNV MLT STR FD CL I
2018-07-26
2019-09-17
67.666 BLACKROCK STRAT INC OPPS CL K #1944
2017-08-29
2019-09-17
1. BOEING CO
2019-04-02
2019-09-17
8. CMS ENERGY CORP
2019-08-14
2019-09-17
6. CELGENE CORP
2018-08-10
2019-09-17
5. CHEVRON CORP. COMMON STOCK
2019-03-21
2019-09-17
17. CISCO SYS INC
2019-03-21
2019-09-17
9. CITIGROUP INC COM
2017-08-25
2019-09-17
10. COCA-COLA CO
2017-08-25
2019-09-17
11. COMCAST CORP-CL A
2019-08-14
2019-09-17
2. CONCHO RES INC
2017-05-16
2019-09-17
2. CONSTELLATION BRANDS INC-A
2017-08-25
2019-09-17
1. COSTCO WHOLESALE CORP
2019-03-21
2019-09-17
92.381 DFA LARGE CAP INTERNATIONAL PORT #28
2018-12-14
2019-09-17
102.446 DELAWARE SM CAP CORE FD CL R6 # 488
2018-09-17
2019-09-17
4. DISNEY (WALT) COMPANY HOLDING CO
2018-01-04
2019-09-17
98.042 DODGE & COX INTL STOCK FD(CLSD)#1048
2019-03-22
2019-09-17
393.029 DODGE & COX INCOME FD #147
2018-12-14
2019-09-17
4. DOLLAR TREE STORES
2019-03-21
2019-09-17
870.504 DOUBLELINE CORE FIXED INC CL I #2042
2018-02-27
2019-09-17
4. EOG RES INC
2017-01-24
2019-09-17
6. E TRADE FIN CORP COM
2017-11-30
2019-09-17
168.965 EATON VANCE GLBL MACRO ABS R6 #1072
2017-08-29
2019-09-17
2. ECOLAB INC
2019-03-21
2019-09-17
4. ELECTRONIC ARTS INC COMMON
2018-08-10
2019-09-17
2. EQUIFAX INC
2017-08-25
2019-09-17
4. FACEBOOK INC CL A
2017-08-25
2019-09-17
5. FORTIVE CORP COM
2019-03-21
2019-09-17
2. GOLDMAN SACHS GROUP INC
2018-04-12
2019-09-17
7. HALLIBURTON CO
2017-01-24
2019-09-17
84.415 OAKMARK INTERNATIONAL INTL #2886
2019-07-19
2019-09-17
4. HARTFORD FINL SVCS GROUP INC
2017-11-30
2019-09-17
197.116 HARTFORD SCHRODERS EMRG MKT FD#3150
2019-02-21
2019-09-17
3. HONEYWELL INTL INC
2019-03-21
2019-09-17
3. HUNT J B TRANS SVCS INC
2019-03-21
2019-09-17
43. ISHARES GOLD TR
2019-02-21
2019-09-17
7. JPMORGAN CHASE & CO
2019-03-21
2019-09-17
5. LILLY ELI & CO
2019-03-21
2019-09-17
4. LOWES COS INC
2019-03-21
2019-09-17
120.739 MFS INTERNATIONAL GROWTH R6 # 4805
2019-03-22
2019-09-17
3. MASTERCARD INC-A
2019-03-21
2019-09-17
1. MCDONALDS CORP
2019-03-21
2019-09-17
6. MERCK & CO COM COM
2019-03-21
2019-09-17
14. MICROSOFT CORP
2019-03-21
2019-09-17
5. MONDELEZ INTL INC CL A
2019-03-21
2019-09-17
138.126 NATIXIS ASG MGD FUT CL N #6100
2015-11-09
2019-09-17
1. NORTHROP GRUMMAN CORP
2017-08-25
2019-09-17
94.725 NUVEEN REAL EST SECS CL R6 #3856
2019-03-22
2019-09-17
477.288 PIMCO TOTAL RETURN INSTL #35
2019-08-13
2019-09-17
3. PNC FINANCIAL SERVICES GROUP
2018-01-04
2019-09-17
2. PVH CORP
2017-08-25
2019-09-17
4. PHILIP MORRIS INTL COM
2017-08-25
2019-09-17
4. PROCTER & GAMBLE CO
2019-03-21
2019-09-17
593.528 PRUDENTIAL TOTAL RTRN BD CL Q
2017-08-29
2019-09-17
1. ROCKWELL AUTOMATION, INC. COMMON STO
2018-02-27
2019-09-17
10. SCHWAB CHARLES CORP NEW
2018-11-27
2019-09-17
5. TJX COS INC NEW
2019-03-21
2019-09-17
48.528 UNDISCOVERED MGRS BEHAVL R6 #3467
2018-11-06
2019-09-17
3. UNITED PARCEL SERVICE CL B
2017-01-24
2019-09-17
10. VERIZON COMMUNICATIONS
2019-08-14
2019-09-17
37.062 VICTORY RS SM CAP GROW #279
2019-02-21
2019-09-17
4. WEC ENERGY GROUP INC COM
2017-05-16
2019-09-17
87.963 WESTERN ASSET MAC OPP IS FD #5102
2015-11-09
2019-09-17
3. XILINX INC
2019-08-14
2019-09-17
2. ALLERGAN PLC SHS
2017-05-16
2019-09-17
3. LINDE PLC COM
2019-03-21
2019-09-17
4. MEDTRONIC PLC SHS
2019-03-21
2019-09-17
4. APTIV PLC COM
2018-02-27
2019-09-17
4. ALCON INC ORD SHS
2019-08-14
2019-09-17
2. ROYAL CARIBBEAN CRUISES LTD
2019-03-21
2019-09-17
7057.163 DODGE & COX INCOME FD #147
2018-12-14
2019-09-23
1. ABBOTT LABS COM
2019-03-21
2019-10-08
39. ABBOTT LABS COM
2017-08-25
2019-10-08
2. PVH CORP
2019-03-21
2019-10-08
57. PVH CORP
2017-08-25
2019-10-08
48. BAXTER INTL INC COM
2017-01-24
2019-10-29
942. ISHARES GOLD TR
2019-02-21
2019-11-12
6. CELGENE CORP
2019-03-21
2019-11-21
131. CELGENE CORP
2018-08-10
2019-11-21
137. BRISTOL MYERS SQUIBB - CVR
2019-11-21
2019-12-04
8. BOEING CO
2019-04-02
2019-12-27
13. BOEING CO
2018-12-06
2019-12-27
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
2,194
3,309
-1,115
b
2,269
2,825
-556
c
4,506
5,548
-1,042
d
2,028
1,470
558
e
6,110
5,419
691
2,313
2,861
-548
3,256
4,440
-1,184
23,846
25,683
-1,837
35,254
40,169
-4,915
30,855
28,775
2,080
33,407
24,083
9,324
17,658
17,808
-150
34,576
36,007
-1,431
2,535
2,491
44
28,472
28,130
342
29,386
27,417
1,969
26,658
26,375
283
19,480
19,249
231
51,943
51,010
933
2,324
1,916
408
1,549
1,520
29
118
134
-16
3,119
3,220
-101
2,791
2,228
563
48,707
44,840
3,867
63,113
61,056
2,057
6,277
7,384
-1,107
275
295
-20
144
127
17
4,038
4,081
-43
126
128
-2
2,971
3,253
-282
243
220
23
6,791
4,431
2,360
534
467
67
3,381
2,395
986
1,326
1,656
-330
578
746
-168
1,218
1,533
-315
500
477
23
1,232
1,219
13
393
461
-68
655
574
81
460
436
24
258
301
-43
1,320
936
384
505
439
66
174
154
20
631
655
-24
1,302
1,254
48
1,423
1,402
21
671
673
-2
378
391
-13
493
480
13
589
549
40
620
625
-5
849
903
-54
623
610
13
541
459
82
507
467
40
151
269
-118
410
395
15
290
237
53
2,069
1,891
178
2,345
2,801
-456
543
450
93
4,074
3,949
125
5,546
5,243
303
439
407
32
9,663
9,393
270
338
418
-80
274
289
-15
1,734
1,795
-61
386
349
37
398
514
-116
281
282
-1
746
672
74
346
415
-69
432
521
-89
155
387
-232
1,978
1,933
45
240
230
10
3,067
2,994
73
499
469
30
343
298
45
617
548
69
828
724
104
551
635
-84
445
416
29
4,188
3,969
219
824
685
139
208
185
23
493
493
1,917
1,644
273
268
240
28
1,381
1,477
-96
371
270
101
2,173
2,023
150
4,978
4,992
-14
419
438
-19
181
255
-74
294
461
-167
478
406
72
8,838
8,677
161
164
187
-23
431
453
-22
280
262
18
3,034
3,397
-363
365
344
21
593
575
18
3,023
2,826
197
367
244
123
1,016
956
60
311
309
2
331
457
-126
571
524
47
436
364
72
356
374
-18
237
236
1
227
231
-4
100,071
94,000
6,071
79
79
3,088
1,827
1,261
162
214
-52
4,619
5,599
-980
3,742
2,208
1,534
13,061
12,000
1,061
649
527
122
14,179
11,978
2,201
316
292
24
2,658
3,110
-452
4,319
4,257
62
16,339
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
-1,115
b
-556
c
-1,042
d
558
e
691
-548
-1,184
-1,837
-4,915
2,080
9,324
-150
-1,431
44
342
1,969
283
231
933
408
29
-16
-101
563
3,867
2,057
-1,107
-20
17
-43
-2
-282
23
2,360
67
986
-330
-168
-315
23
13
-68
81
24
-43
384
66
20
-24
48
21
-2
-13
13
40
-5
-54
13
82
40
-118
15
53
178
-456
93
125
303
32
270
-80
-15
-61
37
-116
-1
74
-69
-89
-232
45
10
73
30
45
69
104
-84
29
219
139
23
273
28
-96
101
150
-14
-19
-74
-167
72
161
-23
-22
18
-363
21
18
197
123
60
2
-126
47
72
-18
1
-4
6,071
1,261
-52
-980
1,534
1,061
122
2,201
24
-452
62
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
40,583
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
60,499
2,258,479
0.026787
2017
519,112
2,093,164
0.248004
2016
7,500
1,765,173
0.004249
2015
2014
2
Total
of line 1, column (d)
.....................
2
0.27904
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
0.093013
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
2,284,684
5
Multiply line 4 by line 3
......................
5
212,505
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
791
7
Add lines 5 and 6
........................
7
213,296
8
Enter qualifying distributions from Part XII, line 4
,.............
8
247,250
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
791
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
791
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
791
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
1,752
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
1,752
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
961
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
792
Refunded
11
169
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)
CA
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
14
The books are in care of
MUFG UNION BANK NA
Telephone no.
Located at
1021 ANACAPA ST
SANTA BARBARA
CA
ZIP+4
93101
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
MUFG UNION BANK
TRUSTEE
5
31,163
PO BOX 52007
PHOENIX
,
AZ
85072
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
2,174,857
b
Average of monthly cash balances
.......................
1b
144,619
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
2,319,476
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
2,319,476
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
34,792
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
2,284,684
6
Minimum investment return.
Enter 5% of line 5
..................
6
114,234
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
114,234
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
791
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
791
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
113,443
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
113,443
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
113,443
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
247,250
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
247,250
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
791
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
246,459
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
113,443
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
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
......
369,778
e
From 2018
......
0
f
Total
of lines 3a through e
........
369,778
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
247,250
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
113,443
e
Remaining amount distributed out of corpus
133,807
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
503,585
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
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 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
......
503,585
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
369,778
d
Excess from 2018
....
0
e
Excess from 2019
....
133,807
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
THERAPY DOGS OF SANTA BARBARA
PO BOX 3534
SANTA BARBARA
,
CA
93130
NONE
EXEMPT
CHARITABLE
43,750
ALL FOR ANIMALS
PO BOX 3534
SANTA BARBARA
,
CA
93130
NONE
EXEMPT
CHARITABLE
10,452
THE SALVATION ARMY
180 EAST OCEAN BOULEVARD
LONG BEACH
,
CA
908024709
NONE
EXEMPT
CHARITABLE
54,202
PATH SANTA BARBARA
816 CACIQUE ST
SANTA BARBARA
,
CA
91303
NONE
EXEMPT
CHARITABLE
54,202
SANTA BARBARA RESCUE MISSION
535 EAST YANONALI STREET
SANTA BARBARA
,
CA
93103
NONE
EXEMPT
CHARITABLE
54,201
Total
.................................
3a
216,807
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
62,990
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
40,583
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
103,573
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
103,573
(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