-
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
AEC Trust
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)
Foundation Source 501 Silverside Rd
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington
,
DE
198091377
A Employer identification number
36-6725987
B
Telephone number (see instructions)
(800) 839-1754
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)
$
43,354,514
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)
0
2
Check
.............
3
Interest on savings and temporary cash investments
41,897
41,897
4
Dividends and interest from securities
...
638,903
638,903
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
749,707
b
Gross sales price for all assets on line 6a
6,175,635
7
Capital gain net income (from Part IV, line 2)
...
749,707
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
768
768
12
Total.
Add lines 1 through 11
........
1,431,275
1,431,275
13
Compensation of officers, directors, trustees, etc.
177,615
98,239
79,376
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
26,537
1,882
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,002
987
15
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
205,154
101,108
79,391
25
Contributions, gifts, grants paid
.......
1,824,459
1,824,459
26
Total expenses and disbursements.
Add lines 24 and 25
2,029,613
101,108
1,903,850
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-598,338
b
Net investment income
(if negative, enter -0-)
1,330,167
c
Adjusted net income
(if negative, enter -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
.........
2,301,025
1,655,630
1,655,630
3
Accounts receivable
2,414
Less: allowance for doubtful accounts
2,414
2,414
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
1,307,996
1,590,024
1,609,238
b
Investments—corporate stock (attach schedule)
.......
20,514,484
20,575,605
37,008,167
c
Investments—corporate bonds (attach schedule)
.......
2,008,552
1,719,104
1,761,348
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
200,000
200,000
1,317,717
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)
26,332,057
25,742,777
43,354,514
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
26,332,057
25,742,777
29
Total net assets or fund balances
(see instructions)
.....
26,332,057
25,742,777
30
Total liabilities and net assets/fund balances
(see instructions)
.
26,332,057
25,742,777
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
26,332,057
2
Enter amount from Part I, line 27a
.....................
2
-598,338
3
Other increases not included in line 2 (itemize)
3
9,058
4
Add lines 1, 2, and 3
..........................
4
25,742,777
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
25,742,777
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
Publicly-traded Securities
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
6,175,635
5,425,928
749,707
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
749,707
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
749,707
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
1,756,917
38,222,233
0.045966
2017
1,518,488
35,049,492
0.043324
2016
1,362,694
31,470,019
0.043301
2015
1,371,336
32,261,682
0.042507
2014
1,638,618
31,763,429
0.051588
2
Total
of line 1, column (d)
.....................
2
0.226686
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
0.045337
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
40,203,336
5
Multiply line 4 by line 3
......................
5
1,822,699
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
13,302
7
Add lines 5 and 6
........................
7
1,836,001
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,903,850
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
13,302
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
13,302
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
13,302
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
15,900
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
15,900
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
2,598
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
2,598
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(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)
IL
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
Foundation Source
Telephone no.
(800) 839-1754
Located at
501 Silverside Road Suite 123
Wilmington
DE
ZIP+4
198091377
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
CIBC National Trust Company
Trustee
1.0
177,615
0
0
Foundation Source 501 Silverside Rd
Wilmington
,
DE
198091377
David H Cofrin
Advisory Board Member
1.0
0
0
0
Foundation Source 501 Silverside Rd
Wilmington
,
DE
198091377
Edith Dee Cofrin
Advisory Board Chair
1.0
0
0
0
Foundation Source 501 Silverside Rd
Wilmington
,
DE
198091377
Mary Ann H Cofrin
Advisory Board Member
1.0
0
0
0
Foundation Source 501 Silverside Rd
Wilmington
,
DE
198091377
Mary Ann P Cofrin
Advisory Board Member
1.0
0
0
0
Foundation Source 501 Silverside Rd
Wilmington
,
DE
198091377
Paige Cofrin
Advisory Board Member
1.0
0
0
0
Foundation Source 501 Silverside Rd
Wilmington
,
DE
198091377
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
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
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
37,505,226
b
Average of monthly cash balances
.......................
1b
1,992,627
c
Fair market value of all other assets (see instructions)
................
1c
1,317,717
d
Total
(add lines 1a, b, and c)
.........................
1d
40,815,570
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
40,815,570
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
612,234
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
40,203,336
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,010,167
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
2,010,167
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
13,302
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
13,302
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,996,865
4
Recoveries of amounts treated as qualifying distributions
................
4
9,058
5
Add lines 3 and 4
............................
5
2,005,923
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
2,005,923
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
1,903,850
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
1,903,850
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
13,302
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,890,548
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
2,005,923
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,744,792
b
Total for prior years:
2017
,
2016
,
2015
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,903,850
a
Applied to 2018, but not more than line 2a
1,744,792
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
159,058
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
1,846,865
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
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 e-mail address of the person to whom applications should be addressed:
CIBC NATIONAL TR CO WHIT MANSFIELD
3290 Northside Pkwy NW 7th Fl
Atlanta
,
GA
30327
(404) 881-3432
b
The form in which applications should be submitted and information and materials they should include:
see www.fsrequests.com/aec
c
Any submission deadlines:
see www.fsrequests.com/aec
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
see www.fsrequests.com/aec
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
24 7 GATEWAY LLC
275 PRYOR ST SW
ATLANTA
,
GA
30303
N/A
SO I
Clear Path Program at Gateway Center
20,000
350 COLORADO
2861 ELLISON PL
BOULDER
,
CO
80304
N/A
PC
Go Fossil Free: Divest-Invest Boulder Project
10,000
ACTION MINISTRIES INC
1700 CENTURY CIR NE
ATLANTA
,
GA
30345
N/A
PC
Trinity Assessment Center to Serve Homeless Families in Downtown Atlanta
7,500
AID ATLANTA INC
1605 PEACHTREE ST NE
ATLANTA
,
GA
30309
N/A
PC
Sisters With a Voice The Women's Initiative
10,000
ALACHUA CONSERVATION TRUST INCORPORATED
7204 SE COUNTY RD 234
GAINESVILLE
,
FL
32641
N/A
PC
Orange Lake Overlook Fund
35,000
AMHERST CINEMA ARTS CENTER INC
28 AMITY ST
AMHERST
,
MA
01002
N/A
PC
See-Hear-Feel-Film Project
25,000
ART PAPERS INC
1083 AUSTIN AVE - STE 206
ATLANTA
,
GA
30307
N/A
PC
Organizational Capacity Building: Transforming the Future of Art Papers Fund
10,000
ATLANTA ASSOCIATION FOR CONVALESCENT AGED PERSONS
1821 ANDERSON AVE NW
ATLANTA
,
GA
30314
N/A
PC
to purchase New Equipment for Sadie G. Mays Health and Rehabilitation Center
5,000
ATLANTA CENTER FOR SELF SUFFICIENCY INC
460 EDGEWOOD AVE NE
ATLANTA
,
GA
30312
N/A
PC
CareerWorks Fund
5,000
ATLANTA COMMUNITY TOOLBANK INC
410 ENGLEWOOD AVE
ATLANTA
,
GA
30315
N/A
PC
Multi-Pliers Capital Campaign
25,000
ATLANTA HOSPITAL HOSPITALITY HOUSE INC
1815 S PONCE DE LEON AVE NE
ATLANTA
,
GA
30307
N/A
PC
General & Unrestricted
5,000
ATLANTA LEGAL AID SOCIETY INC
54 ELLIS ST NE
ATLANTA
,
GA
30303
N/A
PC
Health Law Partnership Fund
25,000
ATLANTA UNION MISSION CORPORATION
PO BOX 20017
ATLANTA
,
GA
30325
N/A
PC
Emergency Shelter Fund, Critical Resources and Transformational services fund for women and children experiencing homelessness
7,500
AUDIO INFORMATION NETWORK OF COLORADO
1700 55TH ST STE A
BOULDER
,
CO
80301
N/A
PC
Bringing Print to Life for Blind/Low Vision and Print Disabled Program for Boulder County Residents
5,000
AUDUBON SOCIETY OF RHODE ISLAND
12 SANDERSON RD
SMITHFIELD
,
RI
02917
N/A
PC
Environmental Education Capacity Building Fund
50,000
AUDUBON SOCIETY OF RHODE ISLAND
12 SANDERSON RD
SMITHFIELD
,
RI
02917
N/A
PC
TerraCorps Community Land Stewardship Project
20,000
BOULDER HOUSING PARTNERS FOUNDATION
4800 BROADWAY ST
BOULDER
,
CO
80304
N/A
PC
Promoting Family Self-Suffiency Program
11,000
BOULDER PHILHARMONIC ORCHESTRA
1600 RANGE ST STE 200
BOULDER
,
CO
80301
N/A
PC
Boulder Philharmonic 2019-20 Educational Programmiing and Community Outreach Activities Fund
5,000
BURNAWAY INC
928 PONCE DE LEON AVE NE STE 300
ATLANTA
,
GA
30306
N/A
PC
Art Writing Incubator Fund
10,000
CAL-WOOD EDUCATION CENTER
PO BOX 347
JAMESTOWN
,
CO
80455
N/A
PC
Environmental Education and Nature Immersion Fund for Low-Income Boulder Students
5,000
CANINE PARTNERS OF THE ROCKIES INC
651 POTOMAC ST STE E
AURORA
,
CO
80011
N/A
PC
Mobility Assistance Dogs Fund
10,000
CATALIVELY A COLORADO NONPROFIT CORPORATION
7700 E ACADEMY BLVD UNIT 305
DENVER
,
CO
80230
N/A
PC
Innovative Suicide Prevention Tools Fund in Colorado Schools
10,000
CELEBRATE AUTISM INC
4564 ARAPAHOE AVE
BOULDER
,
CO
80303
N/A
PC
Entrepreneurship Education Fund
5,000
CENTER FOR HUMAN DEVELOPMENT
Family Outreach of Amherst
401 MAIN ST STE 12
AMHERST
,
MA
01002
N/A
PC
Community Housing Support Program
50,000
CENTER FOR HUMAN DEVELOPMENT
Family Outreach of Amherst
401 MAIN ST STE 12
AMHERST
,
MA
01002
N/A
PC
Not Bread Alone Program
20,000
CHEF ANN FOUNDATION
5445 CONESTOGA COURT STE 150
BOULDER
,
CO
80301
N/A
PC
The Real School Food Project
5,000
CHILD AND FAMILY ADVOCACY PROGRAM
2617 IRIS HOLLOW PL
BOULDER
,
CO
80304
N/A
PC
Child Abuse Intervention, Education, and Treatment Fund
5,000
CHRIS 180 INC
1030 FAYETTEVILLE RD
ATLANTA
,
GA
30316
N/A
PC
TransitionZ @ The SPOT Project
15,000
CLARKSTON COMMUNITY CENTER FOUNDATION INC
PO BOX 217
CLARKSTON
,
GA
30021
N/A
PC
Clarkston Youth Development Initiative Afterschool Program
10,000
CLARKSTON COMMUNITY HEALTH INC
3700 MARKET ST STE E
CLARKSTON
,
GA
30021
N/A
PC
Harriet Tubman Women's Clinic Fund
20,000
COLLEGE AIM INC
683 BONAVENTURE AVE NE
ATLANTA
,
GA
30306
N/A
PC
College Visit Program
10,000
COLORADO FRIENDSHIP
1067 S HOVER ST STE E-116
LONGMONT
,
CO
80501
N/A
PC
IncrEdibles Program
5,000
COLORADO HORSE RESCUE
10386 N 65TH ST
LONGMONT
,
CO
80503
N/A
PC
Animal Welfare Fund
10,000
COLORADO MOUNTAIN CLUB
710 10TH ST STE 200
GOLDEN
,
CO
80401
N/A
PC
Youth Education Program
5,000
COMMUNITY ADVANCED PRACTICE NURSES INC
PO BOX 8972
ATLANTA
,
GA
31106
N/A
PC
Women & Children's Health & Wellness Program
15,000
COMMUNITY CARE INC
30 HAYGOOD AVE SW
ATLANTA
,
GA
30315
N/A
PC
Rick McDevitt Youth Center
7,500
COMMUNITY CYCLES
2601 SPRUCE ST UNIT B
BOULDER
,
CO
80302
N/A
PC
Bicycle Recycling and Re-Use Project for Environmental Health
5,000
COOL GIRLS INC
1382 PEACHTREE ST STE 100
ATLANTA
,
GA
30309
N/A
PC
Girls Club
10,000
DADS GARAGE INC
PO BOX 5867
ATLANTA
,
GA
31107
N/A
PC
Transition + Growth Investment Fund
20,000
DANCE ALIVE INC
1325 NW 2ND ST
GAINESVILLE
,
FL
32601
N/A
PC
2019-2020 Season General Fund
15,000
DECATUR COOPERATIVE MINISTRY
PO BOX 457
DECATUR
,
GA
30031
N/A
PC
Housing Fund and homeless prevention programs for homeless and at-risk families
5,000
DEVELOPMENTAL DISABILITIES CENTER DBA IMAGINE
1400 DIXON AVE
LAFAYETTE
,
CO
80026
N/A
PC
Community Calendar Events
10,000
DISCOVERY LAND COMPANY FOUNDATION
301 N CANON DR STE 328
BEVERLY HILLS
,
CA
90210
N/A
PC
Abaco Relief Fund
10,000
EAST LAKE FOUNDATION INC
2606 ALSTON DR SE
ATLANTA
,
GA
30317
N/A
PC
Sound Learning Music Education Collaborative Fund
10,000
EL REFUGIO MINISTRY INC
PO BOX 3996
DECATUR
,
GA
30031
N/A
PC
Post-Release Program
25,000
EMERGENCY FAMILY ASSISTANCE ASSOCIATION INC
1575 YARMOUTH AVE
BOULDER
,
CO
80304
N/A
PC
General Operating Fund
10,000
ENERGY RESOURCE CENTER
114 W RIO GRANDE ST
COLORADO SPGS
,
CO
80903
N/A
PC
Weatherization Assistance Fund
10,000
FOR THE KID IN ALL OF US INC
PO BOX 8364
ATLANTA
,
GA
31106
N/A
PC
Backpack in the Park Program
10,000
FREEDOM PARK CONSERVANCY-CAUTION INC
PO BOX 5823
ATLANTA
,
GA
31107
N/A
PC
Public Art Project in Freedom Park
5,000
FRIENDS OF CHILDREN INC
245 RUSSELL ST STE 14
HADLEY
,
MA
01035
N/A
PC
FOCUS: Foster Futures Fund
50,000
GEORGIA JUSTICE PROJECT INC
438 EDGEWOOD AVE SE
ATLANTA
,
GA
30312
N/A
PC
Improving Employability of People with Criminal Records Project
10,000
GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS INC
2215 PERIMETER PARK DR STE 6
ATLANTA
,
GA
30341
N/A
PC
Building a Culture of Resistance Program
15,000
GEORGIA WAND EDUCATION FUND INC
250 GEORGIA AVE SE
ATLANTA
,
GA
30312
N/A
PC
Building Grassroots Fundraising Power for Environmental Justice Project
10,000
GREENHOUSE SCHOLARS
1820 FOLSOM ST
BOULDER
,
CO
80302
N/A
PC
Whole Person program: cultivating extraordinary leaders to change low-income families and communities
15,000
GROWING GARDENS
PO BOX 1066
BOULDER
,
CO
80306
N/A
PC
Growing Gardens Food Project
10,000
HIGHER GROUND YOUTH CHALLENGE
PO BOX 101106
DENVER
,
CO
80250
N/A
PC
Summer Experiential Education Program and Year Round Mentoring project
10,000
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVE NW
WASHINGTON
,
DC
20036
N/A
PC
HRC Oral History Project
50,000
IMPACT ON EDUCATION
721 FRONT ST APT A
LOUISVILLE
,
CO
80027
N/A
PC
Summer Shuffle Program
10,000
INFACT
10 MILK ST
BOSTON
,
MA
02108
N/A
PC
Advancing Climate Justice in the U.S. Project
20,000
INN BETWEEN OF LONGMONT INC
515 KIMBARK ST STE 107
LONGMONT
,
CO
80501
N/A
PC
General & Unrestricted
40,000
JERUSALEM HOUSE INC
17 EXECUTIVE PARK DR NE STE 2
ATLANTA
,
GA
30329
N/A
PC
Shelter Fund and Supportive Services Fund for People Living with HIV/AIDS
10,000
KESTREL LAND TRUST
PO BOX 1016
AMHERST
,
MA
01004
N/A
PC
2019 Pioneer Valley Cemetery Conservation Fund
100,000
LEKOTEK OF GEORGIA INC
1955 CLIFF VALLEY WAY
ATLANTA
,
GA
30329
N/A
PC
Lekotek Family Programs
5,000
LIFECYCLE BUILDING CENTER INC
PO BOX 7661
ATLANTA
,
GA
30357
N/A
PC
Deconstruction Services/Material Reuse Center Capital Improvements Fund
20,000
MARTIN LUTHER KING COMMUNITY CENTER INCORPORATED
20 DR MARCUS WHEATLAND BLVD
NEWPORT
,
RI
02840
N/A
PC
Hunger Relief Program
25,000
MARTIN LUTHER KING COMMUNITY CENTER INCORPORATED
20 DR MARCUS WHEATLAND BLVD
NEWPORT
,
RI
02840
N/A
PC
Summer Camp Fund
25,000
MATHESON HISTORY MUSEUM INC
513 E UNIVERSITY AVE
GAINESVILLE
,
FL
32601
N/A
PC
1867 Matheson House Conservation Fund & General Program
50,000
MEN STOPPING VIOLENCE INC
2785 LAWRENCEVILLE HWY STE 112
DECATUR
,
GA
30033
N/A
PC
Because We Are Family Project
10,000
MIDTOWN ASSISTANCE CENTER INC
30 PORTER PL NE
ATLANTA
,
GA
30308
N/A
PC
Homeless Prevention Program - Women and Children
10,000
MOTHERHOOD BEYOND BARS
1799 BRIARCLIFF RD NE UNIT 15276
ATLANTA
,
GA
30333
N/A
PC
General & Unrestricted
15,000
MOVING IN THE SPIRIT INC
544 ANGIER AVE NE
ATLANTA
,
GA
30308
N/A
PC
general operating support
50,000
MUSEUM OF CONTEMPORARY ART OF GEORGIA INC
75 BENNETT ST NW
ATLANTA
,
GA
30309
N/A
PC
The Working Artist Project
10,000
NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC
250 WILLIAMS ST STE 2322
ATLANTA
,
GA
30303
N/A
PC
General Operating support
10,000
OUR HOUSE INC
711 S COLUMBIA DR
DECATUR
,
GA
30030
N/A
PC
Early Childhood Education Fund for Homeless Children
10,000
OUT OF HAND THEATER INC
675 PONCE DE LEON AVE
ATLANTA
,
GA
30308
N/A
PC
Creative Kids Program
10,000
PARLANDO INCORPORATED
2590 WALNUT ST
BOULDER
,
CO
80302
N/A
PC
Tuition Assistance Fund for Under-Represented Youth
5,000
PEACEWORKS INC
PO BOX 836
BAILEY
,
CO
80421
N/A
PC
Community Free of Intimate Partner Violence through safety, advocacy and empowerment Program
5,000
PLEASANT STREET HISTORIC SOCIETY INC
321 NW 8TH AVE
GAINESVILLE
,
FL
32601
N/A
PC
General & Unrestricted
25,000
RAISING EXPECTATIONS INC
225 JAMES P BRAWLEY NW
ATLANTA
,
GA
30314
N/A
PC
Project STEMWARE (Science Technology Engineering & Math while accomplishing raised expectations)
10,000
READER TO READER INC
38 WOODSIDE AVE
AMHERST
,
MA
01002
N/A
PC
Read, Think, Share Project
10,000
RESOURCE CENTRAL
2639 SPRUCE ST
BOULDER
,
CO
80302
N/A
PC
Renew Our Schools: Inspiring the Next Generation of Energy Conservationists Project
10,000
REVERSE THE CYCLE OF INCARCERATION INCORPORATED
PO BOX 90338
EAST POINT
,
GA
30364
N/A
PC
General & Unrestricted
10,000
ROBERT W WOODRUFF ARTS CENTER - ALLIANCE THEATRE
company
1280 PEACHTREE ST NE
ATLANTA
,
GA
30309
N/A
PC
Investing in Women of Color: A Continuum of leading and learning Program
25,000
SAFEHOUSE PROGRESSIVE ALLIANCE FOR NONVIOLENCE INC
835 N ST
BOULDER
,
CO
80304
N/A
PC
Victims of Domestic Violence & Their Children Fund
10,000
SER FAMILIA INC
209 NORTHRIDGE DR
ACWORTH
,
GA
30101
N/A
PC
Mental Health Counseling and Case Management program for Low-income latinos that have suffered trauma
20,000
SISTER SONG INC
1237 RALPH D ABERNATHY BLVD SW
ATLANTA
,
GA
30310
N/A
PC
Artists United for Reproductive Justice Project
20,000
SOUTHERN CENTER FOR HUMAN RIGHTS
60 WALTON ST NW STE 200
ATLANTA
,
GA
30303
N/A
PC
Litigation and Advocacy Fund for Fulton and Dekalb residents
10,000
SOUTHFACE ENERGY INSTITUTE INC
241 PINE ST NE
ATLANTA
,
GA
30308
N/A
PC
Fulton County Community Resilience Hubs Project
10,000
SUGAR LOAF FIRE PROTECTION DISTRICT
1360 SUGAR LOAF RD
BOULDER
,
CO
80302
N/A
GOV
to purchase Extrication Equipment
12,459
SUGAR LOAF FIRE PROTECTION DISTRICT
1360 SUGAR LOAF RD
BOULDER
,
CO
80302
N/A
GOV
Fuels Mitigation Fund
15,000
SUZI BASS AWARDS INC
PO BOX 550468
ATLANTA
,
GA
30355
N/A
PC
Organizational Strategic Planning and Plan for membership growth fund
15,000
SYNCHRONICITY PERFORMANCE GROUP
1389 PEACHTREE ST NE STE 350
ATLANTA
,
GA
30309
N/A
PC
advancing equity in the Atlanta Arts Scene: development of women and marginalized artists through strategic development and engagement fund
25,000
TEACHING PEACE
528 MAIN ST
LONGMONT
,
CO
80501
N/A
PC
Restorative Justice Fund
10,000
THE CENTER FOR BLACK WOMENS WELLNESS CBWW INC
477 WINDSOR ST SW RM 309
ATLANTA
,
GA
30312
N/A
PC
Black Women's Wellness Clinic Fund
10,000
THE NAMES PROJECT FOUNDATION
117 LUCKIE ST NW
ATLANTA
,
GA
30303
N/A
PC
The AIDS Memorial Quilt Workshop, Conservation and display program
50,000
THE RUSH CENTER INC
1530 DEKALB AVE
ATLANTA
,
GA
30307
N/A
PC
Operational support
25,000
THE SHELTERING ARMS
385 CENTENNIAL OLYMPIC PARK DR NW
ATLANTA
,
GA
30313
N/A
PC
High-Quality Early Childhood Education (ECE) Program for Atlanta Families
10,000
TRANS HOUSING ATLANTA INC
1530 DEKALB AVE NE STE A
ATLANTA
,
GA
30307
N/A
PC
Trans Housing Atlanta Programs
16,000
TRANSCENDING BARRIERS ATLANTA INC
1755 THE EXCHANGE SE STE 160
ATLANTA
,
GA
30339
N/A
PC
TRANS Peer Empowerment TPEG Fund
5,000
TRUE COLORS THEATRE COMPANY
887 W MARIETTA ST UNIT J-102
ATLANTA
,
GA
30318
N/A
PC
2019-2020 Season Productions Fund
20,000
UNIVERSITY OF FLORIDA FOUNDATION INC
PO BOX 14425
GAINESVILLE
,
FL
32604
N/A
PC
Harn Museum of Art
150,000
VISITING NURSE HEALTH SYSTEM INC
5775 GLENRIDGE DR NE STE E 20
ATLANTA
,
GA
30328
N/A
PC
Charity Care to Meet the Needs of Children in Hospice Fund
5,000
VOX TEEN COMMUNICATIONS INC
229 PEACHTREE ST NE STE 725
ATLANTA
,
GA
30303
N/A
PC
2019 Summer at VOX Fund
10,000
WILD BEAR NATURE CENTER
20 LAKEVIEW DR
NEDERLAND
,
CO
80466
N/A
PC
Interactions Between Living Organisms project for Boulder based schools
5,000
WILDERNESS WORKS INC
644 MEMORIAL DR SE
ATLANTA
,
GA
30312
N/A
PC
General & Unrestricted
5,000
WOMEN MOVING ON INC
PO BOX 171
DECATUR
,
GA
30031
N/A
PC
General Operating Fund for Women's Resource Center to end domestic violence
15,000
WOMENS WILDERNESS INSTITUTE
2845 WILDERNESS PL STE 211
BOULDER
,
CO
80301
N/A
PC
Girls' Wilderness Adventures Program
5,000
YOUNG AT HEART CHORUS INCORPORATED
30 N MAPLE ST
FLORENCE
,
MA
01062
N/A
PC
General & Unrestricted
2,500
Total
.................................
3a
1,824,459
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
...........
14
41,897
4
Dividends and interest from securities
....
14
638,903
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
749,707
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
CLASS ACTION LAWSUIT PROCEEDS
01
768
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,431,275
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,431,275
(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