Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 05-01-2019 , and ending 04-30-2020
Name of foundation
PEAK BENEVOLENT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 1867
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBIA, MO652051867
A Employer identification number

43-6416934
B Telephone number (see instructions)

(573) 441-2876
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$114,321
J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,559 4,559  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,118
b Gross sales price for all assets on line 6a 146,190
7 Capital gain net income (from Part IV, line 2)... 28,118
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)....... 139    
12 Total. Add lines 1 through 11........ 32,816 32,677  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,501 1,250   1,250
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 750 375 0 375
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)...       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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,251 1,625 0 1,625
25 Contributions, gifts, grants paid....... 97,000 97,000
26 Total expenses and disbursements. Add lines 24 and 25 100,251 1,625 0 98,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -67,435
b Net investment income (if negative, enter -0-) 31,052
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,683 24,272 24,272
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet0      
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 167,903 80,782 90,049
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 172,586 105,054 114,321
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 172,586 105,054
29 Total net assets or fund balances (see instructions)..... 172,586 105,054
30 Total liabilities and net assets/fund balances (see instructions). 172,586 105,054
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
172,586
2
Enter amount from Part I, line 27a .....................
2
-67,435
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
105,151
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
97
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
105,054
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 6. ABBOTT LABORATORIES COM   2006-12-19 2019-10-21
b 1. ABBOTT LABORATORIES COM   2006-12-19 2020-03-26
c 4. ABBOTT LABORATORIES COM   2006-12-19 2020-03-27
d 1. ALPHABET INC CAP STK CL A   2018-10-31 2019-05-15
e 2. AMERICAN TOWER CORPORATION   2009-07-31 2019-10-21
1. AMERICAN TOWER CORPORATION   2009-07-31 2020-03-27
5. AUTOMATIC DATA PROCESSING INC COM   2011-08-30 2019-10-21
3. AUTOMATIC DATA PROCESSING INC COM   2011-08-30 2020-03-27
106.587 BNY MELLON INTERNATIONAL STOCK FUND CLASS I #6157   2020-01-03 2020-03-30
3. BERKSHIRE HATHAWAY INC DEL CL B NEW   2014-08-29 2019-10-21
5. BERKSHIRE HATHAWAY INC DEL CL B NEW   2014-10-16 2020-02-12
3. CARRIER GLOBAL CORPORATION COM   2018-10-31 2020-04-07
3. CARRIER GLOBAL CORPORATION COM   2020-03-26 2020-04-07
4. CHEVRON CORP NEW COM   2009-05-07 2019-10-21
6. CHEVRON CORP NEW COM   2009-05-07 2020-03-27
8. CISCO SYS INC COM   2011-08-30 2019-10-21
7. CISCO SYS INC COM   2011-08-30 2020-03-26
7. CISCO SYS INC COM   2011-08-30 2020-03-27
4. CUMMINS INC COM   2014-10-16 2019-10-21
2. CUMMINS INC COM   2014-10-16 2020-03-27
10. DISNEY WALT CO COM   2011-08-30 2020-03-26
6. DISNEY WALT CO COM   2011-08-30 2020-03-27
9. DISCOVER FINL SVCS COM   2011-08-30 2019-10-21
14. DISCOVER FINL SVCS COM   2018-10-31 2020-03-26
87.771 DRIEHAUS EMERGING MARKETS GROWTH FD #3   2016-01-29 2019-05-13
86.881 DRIEHAUS EMERGING MARKETS GROWTH FD #3   2016-01-29 2019-05-15
80.386 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23   2016-01-29 2019-10-29
58.465 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23   2018-12-21 2020-03-30
13.043 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23   2020-03-27 2020-03-30
343.249 EATON VANCE FLOATING RATE & HIGH INCOME FUND - IN #904   2018-03-16 2019-05-13
285.714 EATON VANCE FLOATING RATE & HIGH INCOME FUND - IN #904   2018-03-16 2019-05-15
175.738 EATON VANCE FLOATING RATE & HIGH INCOME FUND - IN #904   2019-03-28 2019-10-21
169.818 EATON VANCE FLOATING RATE & HIGH INCOME FUND - IN #904   2017-04-21 2019-10-21
116.55 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I #88   2017-04-21 2019-05-13
58.275 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I #88   2017-07-19 2019-05-15
26.32 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I #88   2017-04-21 2019-10-21
186.109 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I #88   2018-10-30 2019-10-21
2. ECOLAB INC COM   2009-01-27 2019-10-21
3. ECOLAB INC COM   2009-01-27 2020-03-26
12. ENERGIZER HLDGS INC NEW COM   2009-11-03 2019-10-21
15. ENERGIZER HLDGS INC NEW COM   2017-07-19 2020-03-27
12. EXELON CORP COM   2020-02-12 2020-03-27
7. FACEBOOK INC CL A   2018-03-20 2019-10-21
4. FACEBOOK INC CL A   2018-03-20 2020-03-27
1152.349 FEDERATED HERMES TOTAL RETURN BOND FUND   2019-03-28 2019-05-13
7. FRANKLIN RES INC COM   2010-06-24 2019-10-21
5. FRANKLIN RES INC COM   2010-06-24 2020-03-26
10. FRANKLIN RES INC COM   2010-06-24 2020-03-27
10. GILEAD SCIENCES INC COM   2019-03-20 2019-05-15
2. GILEAD SCIENCES INC COM   2019-03-20 2019-10-21
7. GILEAD SCIENCES INC COM   2019-03-20 2020-03-26
7. GILEAD SCIENCES INC COM   2019-03-20 2020-03-27
10. GILEAD SCIENCES INC COM   2019-03-20 2020-04-29
3. GOLDMAN SACHS GROUP INC COM   2017-07-19 2019-05-15
4. GOLDMAN SACHS GROUP INC COM   2018-10-31 2020-03-26
375.94 GOLDMAN SACHS SATELLITE STRATEGIES FUND INST #2402   2017-04-21 2019-05-13
62.189 GOLDMAN SACHS SATELLITE STRATEGIES FUND INST #2402   2017-04-21 2019-05-15
121.694 GOLDMAN SACHS SATELLITE STRATEGIES FUND INST #2402   2017-04-21 2019-10-21
.378 GOLDMAN SACHS SATELLITE STRATEGIES FUND INST #2402   2018-10-31 2019-10-21
790. GOLDMAN SACHS MLP INCOME OPPORTUNITIES FD COM SHS   2018-12-27 2019-05-15
8. HOME DEPOT INC COM   2003-01-07 2020-03-26
4. HOME DEPOT INC COM   2003-01-07 2020-03-27
10. ITT INC COM   2009-05-07 2019-10-21
9. ITT INC COM   2009-05-07 2020-03-27
6. INTEL CORP COM   2009-01-27 2019-10-21
6. INTEL CORP COM   2017-07-19 2020-03-27
8. JPMORGAN CHASE & CO COM   2011-08-30 2020-03-26
5. JPMORGAN CHASE & CO COM   2012-08-07 2020-03-27
4. JOHNSON & JOHNSON COM   2015-02-13 2019-10-21
2. JOHNSON & JOHNSON COM   2015-02-13 2020-03-26
3. JOHNSON & JOHNSON COM   2015-02-13 2020-03-27
110.89 JPMORGAN INTERNATIONAL FOCUS FUND CLASS I   2020-01-03 2020-03-30
6. KLA CORPORATION   2017-07-19 2020-03-26
4. KLA CORPORATION   2017-07-19 2020-03-27
3. KIMBERLY CLARK CORP COM   2010-02-03 2019-10-21
2. KIMBERLY CLARK CORP COM   2010-03-05 2020-03-26
1. KIMBERLY CLARK CORP COM   2010-03-05 2020-03-27
9. MARATHON PETE CORP COM   2014-10-16 2019-10-21
13. MARATHON PETE CORP COM   2014-10-16 2020-03-27
8. MICROSOFT CORP COM   2006-04-28 2020-03-26
4. MICROSOFT CORP COM   2006-04-28 2020-03-27
10. MICROCHIP TECHNOLOGY INC COM   2007-10-29 2019-10-21
1. MICROCHIP TECHNOLOGY INC COM   2018-10-31 2019-10-28
4. MICROCHIP TECHNOLOGY INC COM   2007-10-29 2019-10-28
5. MICROCHIP TECHNOLOGY INC COM   2018-10-31 2020-03-27
7. NIKE INC CL B   2010-06-24 2019-10-21
8. NIKE INC CL B   2010-06-24 2020-03-27
1.5 OTIS WORLDWIDE CORP COM   2018-10-31 2020-04-07
1.5 OTIS WORLDWIDE CORP COM   2020-03-26 2020-04-07
7. PROCTER & GAMBLE CO COM   2002-07-19 2019-10-21
3. PROCTER & GAMBLE CO COM   2002-07-19 2020-03-26
2. PROCTER & GAMBLE CO COM   2002-07-19 2020-03-27
5. RIO TINTO PLC SPONSORED ADR   2009-01-27 2019-10-21
3. RIO TINTO PLC SPONSORED ADR   2009-01-27 2020-03-26
3. RIO TINTO PLC SPONSORED ADR   2009-01-27 2020-03-27
43. SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF   2009-01-27 2019-10-21
33. SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF   2009-01-27 2019-10-28
37. SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF   2017-05-17 2020-03-27
15. TJX COS INC NEW COM   2010-07-08 2020-03-26
10. TJX COS INC NEW COM   2017-07-19 2020-03-27
4. THERMO FISHER CORP COM   2009-01-27 2020-03-26
2. THERMO FISHER CORP COM   2009-01-27 2020-03-27
6. UNITED TECHNOLOGIES CORP COM   2008-01-22 2019-10-21
5. UNITED TECHNOLOGIES CORP COM   2008-01-22 2020-03-27
232.739 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2018-12-27 2019-05-13
229.709 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2018-12-27 2019-05-15
220.588 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2018-12-27 2019-10-29
358.243 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127   2018-12-27 2020-01-03
12. VANGUARD FTSE DEVELOPED MARKETS ETF   2019-03-20 2019-05-15
31. VANGUARD FTSE DEVELOPED MARKETS ETF   2019-03-20 2019-10-21
24. VANGUARD FTSE DEVELOPED MARKETS ETF   2019-03-20 2019-10-28
54. VANGUARD FTSE DEVELOPED MARKETS ETF   2019-03-20 2020-01-02
141.243 VANGUARD SHT TERM INVT GRADE ADM #539   2018-03-16 2019-05-15
166.48 VANGUARD SHT TERM INVT GRADE ADM #539   2018-03-16 2019-10-21
12. VANGUARD FTSE EMERGING MARKETS ETF   2017-05-17 2019-05-15
19. VANGUARD FTSE EMERGING MARKETS ETF   2017-05-17 2019-10-21
24. VANGUARD FTSE EMERGING MARKETS ETF   2017-05-17 2019-10-28
39. VANGUARD FTSE EMERGING MARKETS ETF   2018-10-31 2020-03-26
39. VANGUARD REAL ESTATE ETF   2017-07-19 2019-10-21
3. VANGUARD REAL ESTATE ETF   2018-12-31 2019-10-21
32. VANGUARD REAL ESTATE ETF   2018-12-31 2019-10-28
32. VANGUARD REAL ESTATE ETF   2020-03-09 2020-03-26
20. VANGUARD REAL ESTATE ETF   2018-12-31 2020-03-26
41.396 VANGUARD SMALL CAP INDEX FUND ADM #548   2018-12-27 2019-05-13
40.755 VANGUARD SMALL CAP INDEX FUND ADM #548   2018-12-27 2019-05-15
39.688 VANGUARD SMALL CAP INDEX FUND ADM #548   2018-12-27 2019-10-29
49.512 VANGUARD SMALL CAP INDEX FUND ADM #548   2018-12-27 2020-03-30
14. WALMART INC.   2008-01-22 2020-03-26
5. WALMART INC.   2008-01-22 2020-03-27
5. CHUBB LTD COM   2016-01-19 2019-10-21
4. CHUBB LTD COM   2016-01-19 2020-03-27
2. ROYAL CARIBBEAN CRUISES LTD COM   2020-03-06 2020-03-27
(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 493   138 355
b 75   23 52
c 302   92 210
d 1,174   1,086 88
e 457   69 388
222   34 188
808   218 590
407   131 276
1,962   2,252 -290
633   412 221
1,136   671 465
45   62 -17
45   51 -6
466   271 195
426   406 20
379   130 249
275   109 166
280   109 171
683   534 149
270   259 11
1,046   332 714
593   199 394
721   225 496
580   756 -176
3,000   2,245 755
3,000   2,222 778
3,000   2,056 944
1,827   1,652 175
408   404 4
3,000   3,051 -51
2,500   2,538 -38
1,517   1,531 -14
1,466   1,508 -42
1,000   1,063 -63
500   531 -31
229   240 -11
1,619   1,595 24
383   70 313
478   104 374
498   162 336
481   618 -137
441   595 -154
1,322   1,016 306
640   654 -14
12,376   12,207 169
192   211 -19
89   151 -62
182   301 -119
655   650 5
130   130  
505   455 50
525   455 70
831   650 181
591   669 -78
661   903 -242
3,000   2,996 4
500   496 4
1,013   970 43
3   3  
6,375   4,954 1,421
1,535   172 1,363
785   86 699
602   193 409
396   141 255
311   88 223
326   104 222
773   297 476
466   186 280
515   397 118
249   199 50
382   298 84
2,002   2,538 -536
875   209 666
586   404 182
414   174 240
244   116 128
130   58 72
586   359 227
307   498 -191
1,229   194 1,035
619   97 522
971   234 737
95   65 30
382   94 288
351   327 24
671   122 549
686   139 547
68   94 -26
68   77 -9
830   270 560
313   116 197
228   77 151
259   116 143
135   70 65
133   70 63
1,303   733 570
1,006   562 444
835   1,157 -322
728   155 573
482   327 155
1,129   145 984
564   73 491
831   401 430
507   334 173
3,000   2,751 249
3,000   2,715 285
3,000   2,607 393
5,062   4,234 828
487   500 -13
1,300   1,293 7
1,016   1,001 15
2,390   2,252 138
1,500   1,483 17
1,786   1,748 38
491   490 1
789   775 14
1,014   979 35
1,345   1,642 -297
3,700   2,924 776
285   221 64
2,995   2,354 641
2,197   2,684 -487
1,373   1,471 -98
3,000   2,588 412
3,000   2,548 452
3,000   2,481 519
2,769   3,096 -327
1,523   677 846
557   242 315
765   555 210
453   444 9
71   126 -55
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       355
b       52
c       210
d       88
e       388
      188
      590
      276
      -290
      221
      465
      -17
      -6
      195
      20
      249
      166
      171
      149
      11
      714
      394
      496
      -176
      755
      778
      944
      175
      4
      -51
      -38
      -14
      -42
      -63
      -31
      -11
      24
      313
      374
      336
      -137
      -154
      306
      -14
      169
      -19
      -62
      -119
      5
       
      50
      70
      181
      -78
      -242
      4
      4
      43
       
      1,421
      1,363
      699
      409
      255
      223
      222
      476
      280
      118
      50
      84
      -536
      666
      182
      240
      128
      72
      227
      -191
      1,035
      522
      737
      30
      288
      24
      549
      547
      -26
      -9
      560
      197
      151
      143
      65
      63
      570
      444
      -322
      573
      155
      984
      491
      430
      173
      249
      285
      393
      828
      -13
      7
      15
      138
      17
      38
      1
      14
      35
      -297
      776
      64
      641
      -487
      -98
      412
      452
      519
      -327
      846
      315
      210
      9
      -55
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 28,118
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 ...................
Bracket 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?
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 137,496 307,219 0.44755
2017 49,233 364,821 0.134951
2016 111,838 440,361 0.253969
2015 59,414 525,950 0.112965
2014 21,307 534,990 0.039827
2
Total of line 1, column (d) .....................
2
0.989262
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
0.197852
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
112,605
5
Multiply line 4 by line 3......................
5
22,279
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
311
7
Add lines 5 and 6........................
7
22,590
8
Enter qualifying distributions from Part XII, line 4,.............
8
98,625
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 1 311
hereBulletand 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........................... 3 311
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- ..... 5 311
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 184
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.............. 7 184
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.......Bullet 9 127
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet0 RefundedBullet 11 0
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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletMO
    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 addressbullet  
    14
    The books are in care ofbulletLANDMARK BANK Telephone no.bullet (573) 441-2876

    Located atbulletPO BOX 1867COLUMBIAMO ZIP+4bullet65205
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    LANDMARK BANK TRUSTEE
    2
    2,501    
    PO BOX 1867
    COLUMBIA,MO65205
    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...................bullet 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.............bullet0
    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.........................bullet  
    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
    90,049
    b
    Average of monthly cash balances.......................
    1b
    24,271
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    114,320
    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
    114,320
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,715
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    112,605
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,630
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,630
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    311
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    311
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,319
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,319
    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
    5,319
    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
    98,625
    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
    98,625
    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
    311
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    98,314
    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 5,319
    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...... 8,284
    b From 2015...... 90,144
    c From 2016...... 31,194
    d From 2017...... 123,143
    e From 2018...... 42,204
    fTotal of lines 3a through e........ 294,969
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 98,625
    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..... 5,319
    e Remaining amount distributed out of corpus 93,306
    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).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 388,275
    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) ...
    8,284
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    379,991
    10 Analysis of line 9:
    a Excess from 2015.... 90,144
    b Excess from 2016.... 31,194
    c Excess from 2017.... 123,143
    d Excess from 2018.... 42,204
    e Excess from 2019.... 93,306
    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....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny 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)
    aPaid during the year
    WESTMINISTER PRESBYTERIAN CHURCH
    2040 WASHINGTON ROAD
    PITTSBURGH,PA15241
    NONE PC GENERAL 4,000
    UNITY LUTHERAN CHRISTIAN
    1600 NORTH 40TH ST
    EAST SAINT LOUIS,IL62204
    NONE PC GENERAL 3,000
    OPTIONS NOW WOMENS RESOURCE CENTER
    4854 ALBY
    GODFREY,IL62035
    NONE PC GENERAL 1,500
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80920
    NONE PC GENERAL 2,000
    CROWN FINANCIAL MINISTRIES
    9 MARKET SQUARE
    KNOXVILLE,TN37902
    NONE PC GENERAL 2,000
    BETHESDA LUTHERAN CHARITIES
    2310 ELM STREET
    ST CHARLES,MO63301
    NONE PC GENERAL 1,500
    RIVERBEND FAMILY MINISTRIES
    131 E FERGUSON AVENUE
    WOOD RIVER,IL62095
    NONE PC GENERAL 1,500
    FAMILY RESEARCH COUNCIL
    801 G STREET NW
    WASHINGTON,DC20001
    NONE PC GENERAL 2,000
    RIPON COLLEGE
    300 SEWARD STREET
    RIPON,WI54971
    NONE PC GENERAL 6,000
    COMMUNITY HOPE CENTER
    1201 HOPE CENTER LANE
    COTTAGE HILLS,IL62018
    NONE 2000 GENERAL 1,500
    THE SALVATION ARMY
    1108 W ASH STREET
    COLUMBIA,MO65201
    NONE PC GENERAL 2,000
    HARLAXTON COLLEGE OF THE UNIVERSITY
    1800 LINCOLN AVENUE
    EVANSVILLE,IN47722
    NONE PC GENERAL 15,000
    CARITAS
    2840 PRAIRIE AVENUE
    BELOIT,WI53511
    NONE PC GENERAL 1,000
    WANDA MEMORIAL CEMETERY ASSOC
    727 S JEFFERSON
    NEOSHO,MO64850
    NONE PC GENERAL 5,000
    Freedom Unbridled Inc
    13400 DONAHOO RD
    Kansas City,KS66109
    NONE PC GENERAL 16,000
    International House of Prayer KC
    3535 E RED BRIDGE RD
    Kansas City,MO64137
    NONE PC GENERAL 5,000
    Freedom Fire Urban Ministries
    2111 E 13TH STREET
    Kansas City,MO64127
    NONE PC GENERAL 2,000
    Freedom Covenant Church
    705 VIRGINIA AVENUE
    Kansas City,MO64127
    NONE PC GENERAL 19,000
    Shalom Ministries Inc
    12985 CO RD 1095
    Mound City,MO66056
    NONE PC GENERAL 4,000
    The Restore Network
    3993 FOSTERBURG ROAD
    Alton,IL62002
    NONE PC GENERAL 1,000
    Chicago Shakespeare Theatre
    800 E GRAND AVE
    Chicago,IL60611
    NONE PC GENERAL 1,000
    Goodman Theater
    170 N DEARBORN STREET
    Chicago,IL60601
    NONE PC GENERAL 1,000
    Total .................................bullet 3a 97,000
    bApproved for future payment
    Total .................................bullet 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.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees 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 4,559  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 28,118  
    9 Net income or (loss) from special events:     14 139  
    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)..   32,816  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    32,816
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


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