-
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
WR GRACE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
7500 GRACE DRIVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBIA
,
MD
21044
A Employer identification number
65-0630671
B
Telephone number (see instructions)
(410) 531-4000
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)
$
373,869
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)
836,457
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
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)
.......
14,373
0
14,373
12
Total.
Add lines 1 through 11
........
850,830
0
14,373
13
Compensation of officers, directors, trustees, etc.
11,170
0
0
11,170
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
3,310
0
0
0
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
35,194
0
14,373
20,115
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
49,674
0
14,373
31,285
25
Contributions, gifts, grants paid
.......
717,130
710,130
26
Total expenses and disbursements.
Add lines 24 and 25
766,804
0
14,373
741,415
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
84,026
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
282,843
373,869
373,869
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
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)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
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)
282,843
373,869
373,869
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
73,000
80,000
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)
.........
73,000
80,000
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
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
209,843
293,869
29
Total net assets or fund balances
(see instructions)
.....
209,843
293,869
30
Total liabilities and net assets/fund balances
(see instructions)
.
282,843
373,869
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
209,843
2
Enter amount from Part I, line 27a
.....................
2
84,026
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
293,869
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
293,869
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.)
1a
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
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
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
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
706,228
172,001
4.105953
2017
795,277
196,545
4.046285
2016
689,696
251,504
2.742286
2015
775,749
284,989
2.722031
2014
719,156
309,624
2.322675
2
Total
of line 1, column (d)
.....................
2
15.939230
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
3.187846
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
250,882
5
Multiply line 4 by line 3
......................
5
799,773
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
799,773
8
Enter qualifying distributions from Part XII, line 4
,.............
8
741,415
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
0
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
0
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
0
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
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
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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)
FL
,
MD
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
HTTPS://GRACE.VERSAIC.COM/LOGIN
14
The books are in care of
WILLIAM DOCKMAN
Telephone no.
(410) 531-4000
Located at
7500 GRACE DRIVE
COLUMBIA
MD
ZIP+4
21044
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
MARK A SHELNITZ
DIRECTOR & CHAIRMAN
1.00
0
0
0
7500 GRACE DRIVE
COLUMBIA
,
MD
21044
ELIZABETH C BROWN
DIRECTOR & VICE CHAIRMAN
1.00
0
0
0
7500 GRACE DRIVE
COLUMBIA
,
MD
21044
KEITH N COLE
DIRECTOR & VICE CHAIRMAN
1.00
0
0
0
7500 GRACE DRIVE
COLUMBIA
,
MD
21044
WILLIAM DOCKMAN
VICE CHAIRMAN & TREASURER
1.00
0
0
0
7500 GRACE DRIVE
COLUMBIA
,
MD
21044
MICHAEL W CONRON
SECRETARY
1.00
0
0
0
7500 GRACE DRIVE
COLUMBIA
,
MD
21044
TERRENCE A PUGLISI
ASSISTANT TREASURER
1.00
0
0
0
7500 GRACE DRIVE
COLUMBIA
,
MD
21044
SEAN DEMPSEY
ASSISTANT SECRETARY
1.00
0
0
0
7500 GRACE DRIVE
COLUMBIA
,
MD
21044
LISA GOLDSTONE
DEPUTY EXECUTIVE DIRECTOR (PART YEAR)
1.00
0
0
0
7500 GRACE DRIVE
COLUMBIA
,
MD
21044
MOLLY GROVER
DEPUTY EXECUTIVE DIRECTOR
1.00
0
0
0
7500 GRACE DRIVE
COLUMBIA
,
MD
21044
SHIRLEY HEWITT
DEPUTY EXECUTIVE DIRECTOR
1.00
11,170
0
0
7500 GRACE DRIVE
COLUMBIA
,
MD
21044
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
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
0
b
Average of monthly cash balances
.......................
1b
254,703
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
254,703
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
254,703
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
3,821
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
250,882
6
Minimum investment return.
Enter 5% of line 5
..................
6
12,544
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
12,544
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
12,544
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
12,544
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
12,544
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
741,415
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
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
741,415
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
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
741,415
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
12,544
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
......
703,675
b
From 2015
......
761,500
c
From 2016
......
677,121
d
From 2017
......
785,450
e
From 2018
......
697,628
f
Total
of lines 3a through e
........
3,625,374
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
741,415
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
.....
12,544
e
Remaining amount distributed out of corpus
728,871
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
4,354,245
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)
...
703,675
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
3,650,570
10
Analysis of line 9:
a
Excess from 2015
....
761,500
b
Excess from 2016
....
677,121
c
Excess from 2017
....
785,450
d
Excess from 2018
....
697,628
e
Excess from 2019
....
728,871
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HTTPSGRACEVERSAICCOMLOGIN
32 W 25TH AVENUE SUITE 203
SAN MATEO
,
CA
944032266
(817) 712-9495
HTTPS://GRACE.VERSAIC.COM/LOGIN
b
The form in which applications should be submitted and information and materials they should include:
NO FORMS ARE REQUIRED. HOWEVER, EACH REQUEST SHOULD BE SUBMITTED VIA E-MAIL WITH THE FOLLOWING INFORMATION: 1. THE NATURE AND BACKGROUND OF THE ORGANIZATION; 2. THE SUM BEING REQUESTED; 3. THE SPECIFIC PURPOSE OF THE GRANT REQUEST; AND 4. PHOTOCOPY OF THE CURRENT IRS DETERMINATION LETTER. SHOULD THE FOUNDATION EXPRESS FURTHER INTEREST IN THE ORGANIZATION, IT WOULD REQUIRE IN ADDITION TO THE ABOVE: 1. A CURRENT FINANCIAL STATEMENT; AND 2. A LIST OF CURRENT DONORS, PARTICULARLY COMPANIES, FOUNDATIONS AND GOVERNMENTAL AGENCIES, INDICATING THE AMOUNTS CONTRIBUTED ON AN ANNUAL BASIS.
c
Any submission deadlines:
N/A
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
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
A SAFE PLACE OF ST CHARLES
171 KELLER ST
HAHNVILLE
,
LA
70057
NONE
PC
URBAN, CIVIC & CULTURE
1,000
ABRAHAM'S TENT
2424 FRUGE STREET
LAKE CHARLES
,
LA
70601
NONE
PC
HEALTH & SOCIAL WELFARE
3,000
ACTION FOR HEALTHY KIDS INC
600 W VAN BUREN ST STE 720
CHICAGO
,
IL
60607
NONE
PC
HEALTH & SOCIAL WELFARE
8,990
ALBERMARLE CARE FUND
4250 CONGRESS ST STE900
CHARLOTTE
,
NC
28209
NONE
PC
EDUCATION & SCIENCE
2,500
AMERICAN CHEMICAL SOCIETY
1155 16TH STREET NW
WASHINGTON
,
DC
20036
NONE
PC
EDUCATION & SCIENCE
13,000
AMERICAN HEART ASSOCIATION
217 E REDWOOD ST
BALTIMORE
,
MD
21202
NONE
PC
HEALTH & SOCIAL WELFARE
15,641
AMERICAN LUNG ASSOCIATION
122 STATE STREET
AUGUSTA
,
ME
04330
NONE
PC
HEALTH & SOCIAL WELFARE
485
ARCHBISHOP CURLEY HIGH SCHOOL
3701 SINCLAIR LANE
BALTIMORE
,
MD
21213
NONE
PC
MATCHING GIFTS
300
ART WITH A HEART
3000 FALLS ROAD MILL NO 1
BALTIMORE
,
MD
21211
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
ATHLETES SERVING ATHLETES INC
PO BOX 4222
LUTHERVILLE
,
MD
21094
NONE
PC
HEALTH & SOCIAL WELFARE
2,500
ATHOLTON HIGH SCHOOL TECHNOLOGY
6520 FREETOWN ROAD
COLUMBIA
,
MD
21044
NONE
PC
EDUCATION & SCIENCE
1,000
BIG LOVE CANCER CARE
PO BOX 90818
AUSTIN
,
TX
78709
NONE
PC
HEALTH & SOCIAL WELFARE
1,500
BALTIMORE MUSEUM OF INDUSTRY
1415 KEY HIGHWAY
BALTIMORE
,
MD
21230
NONE
PC
URBAN, CIVIC & CULTURE
7,500
BIG BOAB INC
6384 DARING PRINCE WAY
COLUMBIA
,
MD
21044
NONE
PC
EDUCATION & SCIENCE
1,000
BIG BUDDY PROGRAM
1415 MAIN STREET
BATON ROUGE
,
LA
70802
NONE
PC
HEALTH & SOCIAL WELFARE
2,000
BLUE WATER BALTIMORE
2631 SISSON STREET
BALTIMORE
,
MD
21211
NONE
PC
URBAN, CIVIC & CULTURE
5,000
BOYS & GIRLS CLUB OF ALBANY
PO BOX 691
ALBANY
,
OR
97321
NONE
PC
URBAN, CIVIC & CULTURE
2,500
BOYS & GIRLS CLUB OF GREATER BATON ROUGE
8281 GOODWOOD BLVD SUITE A
BATON ROUGE
,
LA
70806
NONE
PC
URBAN, CIVIC & CULTURE
2,000
BRIGHAM YOUNG UNIVERSITY
P O BOX 27188
PROVO
,
UT
84602
NONE
PC
MATCHING GIFTS
200
BUCKNELL UNIVERSITY
301 MARKET STREET I STE 2
LEWISBURG
,
PA
17837
NONE
PC
MATCHING GIFTS
1,000
BUILDING SCIENCE TECHNOLOGY & EDUCATION PARTNERSHIPS
P O BOX 1393
BROOKLANDVILLE
,
MD
21022
NONE
PC
EDUCATION & SCIENCE
5,000
CANCER SERVICES INC
550 LOBDELL AVENUE
BATON ROUGE
,
LA
70806
NONE
PC
HEALTH & SOCIAL WELFARE
3,000
CAPITAL AREA CASA ASSOCIATION
848 LOUISIANA AVENUE
BATON ROUGE
,
LA
70802
NONE
PC
HEALTH & SOCIAL WELFARE
10,000
CASA OF LINN COUNTY INC
PO BOX 100
ALBANY
,
OR
97321
NONE
PC
HEALTH & SOCIAL WELFARE
2,500
CHATTANOOGA ROOM IN THE INN
PO BOX 3564
CHATTANOOGA
,
TN
37404
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
CHEROKEE AREA BOY SCOUTS OF AMERICA
6031 LEE HIGHWAY
CHATTANOOGA
,
TN
37421
NONE
PC
URBAN, CIVIC & CULTURE
1,000
CHESAPEAKE ARTS CENTER
194 HAMMONDS LANE
BROOKLYN PARK
,
MD
21225
NONE
PC
URBAN, CIVIC & CULTURE
1,800
CLEMSON UNIVERSITY FOUNDATION
PO BOX 1889
CLEMSON
,
SC
29633
NONE
PC
MATCHING GIFTS
250
COLLINGS FOUNDATION
RIVERHILL FARM
STOW
,
MO
01775
NONE
PC
URBAN, CIVIC & CULTURE
1,000
COLUMBIA FESTIVAL
10475 LITTLE PATUXENT PARKWAY
COLUMBIA
,
MD
21044
NONE
PC
URBAN, CIVIC & CULTURE
10,000
COMMUNITY ACTION COUNCIL
9820 PATUXENT WOODS DR
COLUMBIA
,
MD
21046
NONE
PC
URBAN, CIVIC & CULTURE
5,000
COMMUNITY COLLEGE OF BALTIMORE COUNTY FOUNDATION
7200 SOLLERS POINT ROAD
BALTIMORE
,
MD
21222
NONE
PC
EDUCATION & SCIENCE
5,000
COMMUNITY OF CURTIS BAY ASSOCIATION INC
1503 ELMTREE STREET
BALTIMORE
,
MD
21226
NONE
PC
URBAN, CIVIC & CULTURE
10,200
CROSSROADS YMCA
1450 S COURT ST
CROWN POINT
,
IN
46307
NONE
PC
URBAN, CIVIC & CULTURE
1,000
DIABETES CAMP OF WEST VIRGINIA INC
PO BOX 224
DALLAS
,
WV
26036
NONE
PC
HEALTH & SOCIAL WELFARE
4,000
DRINK AT THE WELL
4710 PENNINGTON AVENUE
BALTIMORE
,
MD
21226
NONE
PC
HEALTH & SOCIAL WELFARE
10,000
EMPOWHER INSTITUTE
13428 MAXELLA AVE STE 749
MARINA DEL REY
,
CA
90292
NONE
PC
EDUCATION & SCIENCE
5,000
ERLANGER HEALTH SYSTEM FOUNDATION
975 EAST THIRD STREET B508
CHATTANOOGA
,
TN
37403
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
EXECUTIVE ALLIANCE INC
PO BOX 16371
BALTIMORE
,
MD
21210
NONE
PC
URBAN, CIVIC & CULTURE
3,500
FLYING WINGS OF LOUISIANA
36490 LUCAS DRIVE
DENHAM SPRINGS
,
LA
70706
NONE
PC
HEALTH & SOCIAL WELFARE
5,000
FONDATION DE L'HOPITAL DU SUROIT
150 RUE ST-THOMAS
VALLEYFIELD
,
QUEBEC
J6T-6C1
CA
NONE
PC
HEALTH & SOCIAL WELFARE
20,000
GALVESTON BAY FOUNDATION
21100 HERCULES AVE STE 200
HOUSTON
,
TX
77058
NONE
PC
URBAN, CIVIC & CULTURE
1,000
GARRISON FOREST SCHOOL
300 GARRISON FOREST ROAD
OWINGS MILLS
,
MD
21117
NONE
PC
MATCHING GIFTS
100
GEORGETOWN PREPARATORY SCHOOL
10900 ROCKVILLE PIKE
NORTH BETHESDA
,
MD
20852
NONE
PC
MATCHING GIFTS
1,000
GIRL SCOUTS OF CENTRAL MARYLAND INC
4806 SETON DRIVE
BALTIMORE
,
MD
21215
NONE
PC
URBAN, CIVIC & CULTURE
5,000
GONZAGA COLLEGE HIGH SCHOOL
19 EYE STREET NORTHWEST
WASHINGTON
,
DC
20001
NONE
PC
MATCHING GIFTS
100
GRASSROOTS CRISIS INTERVENTION CTR
6700 FREETOWN ROAD
COLUMBIA
,
MD
21044
NONE
PC
URBAN, CIVIC & CULTURE
5,000
GREATER BATON ROUGE FOOD BANK
10600 S CHOCTAW DR
BATON ROUGE
,
LA
70815
NONE
PC
HEALTH & SOCIAL WELFARE
10,610
GREATER BAYBOOK ALLIANCE INC
3430 2ND STREET
BALTIMORE
,
MD
21225
NONE
PC
URBAN, CIVIC & CULTURE
5,000
HABITAT FOR HUMANITY SUSQUEHANNA
205 S HAYS STREET
BEL AIR
,
MD
21014
NONE
PC
HEALTH & SOCIAL WELFARE
2,500
HAMILTON COUNTY DEPARTMENT OF EDUCATION
3074 HICKORY VALLEY RD
CHATTANOOGA
,
TN
37421
NONE
PC
EDUCATION & SCIENCE
6,500
HAVEN HOUSE
834 CHICAGO STREET
HAMMOND
,
IN
46327
NONE
PC
HEALTH & SOCIAL WELFARE
5,000
HEARING AND SPEECH AGENCY
5900 METRO DRIVE
BALTIMORE
,
MD
21215
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
HELP END HOMELESSNESS IN HOWARD
5410 LEAF TRADER WAY
COLUMBIA
,
MD
21044
NONE
PC
HEALTH & SOCIAL WELFARE
2,500
HELPING UP MISSION
1029 E BALTIMORE ST
BALTIMORE
,
MD
21202
NONE
PC
HEALTH & SOCIAL WELFARE
2,500
HOPEWELL CANCER SUPPORT INC
PO BOX 755
BROOKLANDVILLE
,
MD
21022
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
HOPEWORKS OF HOWARD COUNTY INC
9770 PATUXENT WOODS DR STE 300
COLUMBIA
,
MD
21046
NONE
PC
HEALTH & SOCIAL WELFARE
2,500
HORIZON DAY CAMP
8 MARKET PLACE STE 331
BALTIMORE
,
MD
21202
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
HOUSE OF RUTH
2201 ARGONNE DRIVE
BALTIMORE
,
MD
21218
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
HOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
10901 LITTLE PATUXENT PARKWAY
COLUMBIA
,
MD
21044
NONE
PC
EDUCATION & SCIENCE
10,000
HOWARD COUNTY CONSERVANCY
PO BOX 175
WOODSTOCK
,
MD
21163
NONE
PC
URBAN, CIVIC & CULTURE
5,000
HOWARD COUNTY POLICE FOUNDATION
3420 COURT HOUSE DRIVE
ELLICOTT CITY
,
MD
21043
NONE
PC
URBAN, CIVIC & CULTURE
1,000
HOWARD COUNTY PUBLIC SCHOOL SYSTEM
14025 BURNTWOODS RD
GLENELG
,
MD
21737
NONE
PC
EDUCATION & SCIENCE
1,000
HOWARD HOSPITAL FOUNDATION
10760 HICKORY RIDGE RD STE 206
COLUMBIA
,
MD
21044
NONE
PC
HEALTH & SOCIAL WELFARE
45,000
INSTITUTE OF NOTRE DAME
901 AISQUITH STREET
BALTIMORE
,
MD
21202
NONE
PC
EDUCATION & SCIENCE
10,000
JAMES AND ANNE ROBINSON FOUNDATION
6692 CEDAR LANE
COLUMBIA
,
MD
21044
NONE
PC
EDUCATION & SCIENCE
2,000
JIM O'MALLEY CHARITABLE FOUNDATION
7001 BRIGHT MEMORY DR
COLUMBIA
,
MD
21044
NONE
PC
HEALTH & SOCIAL WELFARE
2,500
JOHN HOPKINS UNIVERSITY
750 EAST PRATT ST STE 700
BALTIMORE
,
MD
21222
NONE
PC
MATCHING GIFTS
500
JOHNS HOPKINS CHILDREN'S CENTER
750 EAST PRATT ST STE 700
BALTIMORE
,
MD
21202
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
JUNIOR ACHIEVEMENT OF CENTRAL MD
10711 RED RUN BLVD
OWINGS MILLS
,
MD
21117
NONE
PC
EDUCATION & SCIENCE
5,000
JUNIOR ACHIEVEMENT OF GREATER BATON ROUGE & ARCADIANA
7809 JEFFERSON HWY
BATON ROUGE
,
LA
70809
NONE
PC
EDUCATION & SCIENCE
5,000
KARING IS DOING SOMETHING
8440 JEFFERSON HWY STE 301
BATON ROUGE
,
LA
70809
NONE
PC
HEALTH & SOCIAL WELFARE
5,000
KEYSTONE SCIENCE SCHOOL
1053 SODA RIDGE ROAD
KEYSTONE
,
CO
80435
NONE
PC
EDUCATION & SCIENCE
4,000
KIDS PEACE
7125 THOMAS EDISON DR
COLUMBIA
,
MD
21046
NONE
PC
HEALTH & SOCIAL WELFARE
2,500
LA PORTE BAYSHORE CHAMBER OF COMMERCE
PO BOX 996
LA PORTE
,
TX
77572
NONE
PC
URBAN, CIVIC & CULTURE
1,000
LA PORTE EDUCATION FOUNDATION
PO BOX 1272
LA PORTE
,
TX
77572
NONE
PC
EDUCATION & SCIENCE
1,500
LIFE OF A SINGLE MOM
11613 NEWCASTLE AVENUE
BATON ROUGE
,
LA
70816
NONE
PC
HEALTH & SOCIAL WELFARE
4,000
LOUISIANA TECH UNIVERSITY FOUNDATION
PO BOX 3183
RUSTON
,
LA
71272
NONE
PC
EDUCATION & SCIENCE
7,000
LOYOLA UNIVERSITY MARYLAND
4501 N CHARLES STREET
BALTIMORE
,
MD
21210
NONE
PC
EDUCATION & SCIENCE
5,000
MAKING DISCIPLES
4022 VIOLET LANE
MATTESON
,
IL
60443
NONE
PC
URBAN, CIVIC & CULTURE
5,000
MARIAN HOUSE
949 GORSUCH AVENUE
BALTIMORE
,
MD
21218
NONE
PC
HEALTH & SOCIAL WELFARE
8,985
MARYLAND FAMILY NETWORK
1001 EASTERN AVE 2ND FLOOR
BALTIMORE
,
MD
21202
NONE
PC
HEALTH & SOCIAL WELFARE
2,500
MARYLAND FOOD BANK
2200 HALETHROPE FARMS RD
BALTIMORE
,
MD
21227
NONE
PC
HEALTH & SOCIAL WELFARE
11,605
MARYLAND SCIENCE CENTER
601 LIGHT STREET
BALTIMORE
,
MD
21230
NONE
PC
URBAN, CIVIC & CULTURE
37,000
MARYLAND STEM FESTIVAL
6110 TIMOTHY COURT
COLUMBIA
,
MD
21044
NONE
PC
EDUCATION & SCIENCE
5,000
MARYLAND VOLUNTEER LAWYERS SERVICE
201 N CHARLES STREET
BALTIMORE
,
MD
21201
NONE
PC
URBAN, CIVIC & CULTURE
2,500
MCNEESE STATE UNIVERSITY FOUNDATION
PO BOX 91989
LAKE CHARLES
,
LA
70609
NONE
PC
EDUCATION & SCIENCE
7,000
MDBIO FOUNDATION INC
9210 CORPORATE BLVD STE 470
ROCKVILLE
,
MD
20850
NONE
PC
EDUCATION & SCIENCE
5,000
MEALS ON WHEELS OF CENTRAL MARYLAND
515 SOUTH HAVEN STREET
BALTIMORE
,
MD
21224
NONE
PC
HEALTH & SOCIAL WELFARE
10,000
MOUNT DE SALES ACADEMY
700 ACADEMY ROAD
BALTIMORE
,
MD
21228
NONE
PC
MATCHING GIFTS
500
MSU FOUNDATION INC
PO 6149
MISSISSIPPI STATE
,
MS
39762
NONE
PC
MATCHING GIFTS
1,000
MUSCULAR DYSTROPHY ASSOCIATION
8501 LASALLE R 106
TOWSON
,
MD
21286
NONE
PC
HEALTH & SOCIAL WELFARE
100
MY SISTER'S PLACE WOMEN'S CENTER
320 CATHEDRAL STREET
BALTIMORE
,
MD
21201
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
NATIONAL AQUARIUM
501 E PRATT STREET
BALTIMORE
,
MD
21201
NONE
PC
URBAN, CIVIC & CULTURE
10,000
NAZARETH ACADEMY HIGH SCHOOL
4001 GRANT AVENUE
PHILADELPHIA
,
PA
19114
NONE
PC
MATCHING GIFTS
100
NEW SARPY ELEMENTARY SCHOOL
130 PLANTATION RD
DESTREHAN
,
LA
70047
NONE
PC
EDUCATION & SCIENCE
2,000
NEW YORK UNIVERSITY
25 WEST 4TH ST 4TH FLOOR
NEW YORK
,
NY
10012
NONE
PC
MATCHING GIFTS
2,000
NORTHWESTERN UNIVERSITY
1201 DAVIS ST RM 1-400
EVANSTON
,
IL
60208
NONE
PC
MATCHING GIFTS
3,000
OUR DAILY BREAD
1966 GREENSPRING DR STE 200
TIMONIUM
,
MD
21093
NONE
PC
HEALTH & SOCIAL WELFARE
2,500
PARALYZED VETERANS OF AMERICA
1725 DUKE ST STE 450
ALEXANDRIA
,
VA
22314
NONE
PC
HEALTH & SOCIAL WELFARE
5,000
PARTNERS IN EXCELLENCE
320 CATHEDRAL STREET
BALTIMORE
,
MD
21201
NONE
PC
EDUCATION & SCIENCE
10,000
PAUL J KELLY JR CHARITABLE FOUND INC
6030 DAYBREAK CIRCLE STE A150
CLARKSVILLE
,
MD
21029
NONE
PC
HEALTH & SOCIAL WELFARE
5,000
PENNSYLVANIA GOVERNOR'S SCHOOL FOR THE SCIENCES
161 WEST HILLS AVENUE
WILLIAMSPORT
,
PA
17701
NONE
PC
MATCHING GIFTS
100
PENNSYLVANIA STATE UNIVERSITY
2583 GATEWAY DR STE 130
STATE COLLEGE
,
PA
16801
NONE
PC
MATCHING GIFTS
1,550
PORT DISCOVERY CHILDREN'S MUSEUM
35 MARKET PLACE
BALTIMORE
,
MD
21202
NONE
PC
URBAN, CIVIC & CULTURE
5,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
202 COUSTEAU PLACE STE 185
DAVIS
,
CA
95618
NONE
PC
MATCHING GIFTS
2,000
RENSSELAER POLYTECHNIC INSTITUTE
PO BOX 3164
BOSTON
,
MA
02241
NONE
PC
MATCHING GIFTS
1,200
RUTH PATRICK SCIENCE EDUCATION CENTER
427 SCHOLAR LOOP
AIKEN
,
SC
29801
NONE
PC
EDUCATION & SCIENCE
3,000
SALVATION ARMY
PO BOX 15467
BATON ROUGE
,
LA
70895
NONE
PC
HEALTH & SOCIAL WELFARE
5,000
SCHOLARSHIP AMERICA
FIRST NATIONAL BANK P O BOX 240
ST PETER
,
MN
56082
NONE
PC
SCHOLARSHIPS - EDUCATION AND SCIENCE
54,000
SHARE OUR STRENGTH
PO BOX 75203
BALTIMORE
,
MD
21275
NONE
PC
HEALTH & SOCIAL WELFARE
5,415
SISKIN CHILDREN'S INSTITUTE
1101 CARTER STREET
CHATTANOOGA
,
TN
37402
NONE
PC
HEALTH & SOCIAL WELFARE
4,500
SISTERS CIRCLE INC
PO BOX 84
TIMONIUM
,
MD
21094
NONE
PC
HEALTH & SOCIAL WELFARE
5,000
SOWELA TECHNICAL COMMUNITY COLLEGE
3820 SEN J BENNETT JOHNSON AVE
LAKE CHARLES
,
LA
70615
NONE
PC
EDUCATION & SCIENCE
3,000
ST CHARLES PARISH SCHOOL DISTRICT
285 JUDGE EDWARD DUFRESNE PKWY
LULING
,
LA
70070
NONE
PC
EDUCATION & SCIENCE
1,000
ST JOSEPH CARMELITE HOME FOR GIRLS
4840 GRASSELLI STREET
EAST CHICAGO
,
IN
46312
NONE
PC
HEALTH & SOCIAL WELFARE
2,000
STEAM FORWARD US
8171 MAPLE LAWN BLVD
FULTON
,
MD
20759
NONE
PC
EDUCATION & SCIENCE
1,000
STELLA MARIS INC
2300 DULANEY VALLEY ROAD
TIMONIUM
,
MD
21093
NONE
PC
HEALTH & SOCIAL WELFARE
2,750
SUSAN G KOMEN BREAST CANCER FDTN NEW ORLEANS
4141 VETERANS MEMORIAL BLVD STE 202
METAIRIE
,
LA
70002
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
TENNESSEE AQUARIUM
ONE BROAD STREET
CHATTANOOGA
,
TN
37402
NONE
PC
URBAN, CIVIC & CULTURE
1,000
TEXAS CONSERVATION FUND
PO BOX 58405
HOUSTON
,
TX
77258
NONE
PC
URBAN, CIVIC & CULTURE
1,000
THE ARC IBERVILLE
PO BOX 264
PALAQUEMINE
,
LA
70765
NONE
PC
HEALTH & SOCIAL WELFARE
3,000
THE ARC OF HOWARD COUNTY
11735 HOMEWOOD ROAD
ELLICOTT CITY
,
MD
21042
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
THE HOSPICE OF BATON ROUGE
3600 FLORIDA ROAD
BATON ROUGE
,
LA
70806
NONE
PC
HEALTH & SOCIAL WELFARE
5,000
THE LORETTA WARFIELD ASSOCIATION
PO BOX 11933
GWYNN OAK
,
MD
21207
NONE
PC
HEALTH & SOCIAL WELFARE
5,000
THE PENNSYLVANIA STATE UNIVERSITY
ONE OLD MAIN
UNIVERSITY PARK
,
PA
16802
NONE
PC
MATCHING GIFTS
250
THE REGENTS OF THE UNIVERSITY OF MICHIGAN
DEPT CH 10189
PALATINE
,
IL
60055
NONE
PC
MATCHING GIFTS
3,000
THE SEED SCHOOL OF MARYLAND
200 FONT HILL AVENUE
BALTIMORE
,
MD
21223
NONE
PC
EDUCATION & SCIENCE
1,000
THE SERENITY CENTER INC
9650 BASKET RING ROAD
COLUMBIA
,
MD
21045
NONE
PC
HEALTH & SOCIAL WELFARE
10,000
THE WHITE MOUNTAIN SCHOOL
371 WEST FARM ROAD
BETHLEHEM
,
NJ
03574
NONE
PC
MATCHING GIFTS
3,000
TOWSON UNIVERSITY FOUNDATION
8000 YORK ROAD
TOWSON
,
MD
21252
NONE
PC
MATCHING GIFTS
3,000
TRUSTEES OF PRINCETON UNIVERSITY
PO BOX 5357
PRINCETON
,
NJ
08543
NONE
PC
MATCHING GIFTS
1,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
2929 WALNUT ST SUITE 300
PHILADELPHIA
,
PA
19104
NONE
PC
MATCHING GIFTS
3,000
UMD LAW MARYLAND PUBLIC INTEREST LAW PROJECT
500 WEST BALTIMORE STREET
BALTIMORE
,
MD
21201
NONE
PC
URBAN, CIVIC & CULTURE
1,000
UNITED WAY
PO BOX 933875
ATLANTA
,
GA
31193
NONE
PC
UNITED FUNDS/COMMUNITY CHESTS
67,249
UNIVERSITY OF BUFFALO FOUNDATION INC
PO BOX 900
BUFFALO
,
NY
14226
NONE
PC
MATCHING GIFTS
1,500
UNIVERSITY OF FLORIDA FOUNDATION
PO BOX 14425
GAINESVILLE
,
FL
32604
NONE
PC
MATCHING GIFTS
100
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION
4603 CALVERT ROAD
COLLEGE PARK
,
MD
20742
NONE
PC
EDUCATION & SCIENCE
2,500
UNIVERSITY OF MARYLAND COLLEGE PARK
8228 PAINT BRANCH DR
COLLEGE PARK
,
MD
20742
NONE
PC
MATCHING GIFTS
1,500
UNIVERSITY OF NOTRE DAME
1100 GRACE HALL
NOTRE DAME
,
IN
46556
NONE
PC
MATCHING GIFTS
550
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET STE 300
PHILADELPHIA
,
PA
19104
NONE
PC
MATCHING GIFTS
4,000
VOLUNTEER CENTRAL INC
1201 S SHARP STREET
BALTIMORE
,
MD
21230
NONE
PC
URBAN, CIVIC & CULTURE
1,000
VOLUNTEER CENTRAL INC
PO BOX 100
ALBANY
,
OR
97321
NONE
PC
HEALTH & SOCIAL WELFARE
1,000
WORLD TRADE CENTER INSTITUTE
401 EAST PRATT ST STE 232
BALTIMORE
,
MD
21202
NONE
PC
URBAN, CIVIC & CULTURE
5,000
WVU FOUNDATION INC
PO BOX 1650
MORGANTOWN
,
WV
26507
NONE
PC
MATCHING GIFTS
1,500
Total
.................................
3a
710,130
b
Approved for future payment
ARCHDIOCESE OF BALTIMORE
320 CATHEDRAL STREET
BALTIMORE
,
MD
21201
NONE
PC
EDUCATION & SCIENCE
10,000
HOWARD HOSPITAL FOUNDATION
10760 HICKORY RIDGE RD STE 206
COLUMBIA
,
MD
21044
NONE
PC
HEALTH & SOCIAL WELFARE
50,000
MARYLAND SCIENCE CENTER
601 LIGHT STREET
BALTIMORE
,
MD
21230
NONE
PC
EDUCATION & SCIENCE
20,000
Total
.................................
3b
80,000
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
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
............
9
Net income or (loss) from special events:
01
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)
..
0
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
0
(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