-
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
BRUCE G GEARY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
698 FOREST AVENUE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STATEN ISLAND
,
NY
10310
A Employer identification number
20-8075415
B
Telephone number (see instructions)
(718) 720-2200
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)
$
27,257,886
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
31,582
31,582
4
Dividends and interest from securities
...
402,867
395,197
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
940,530
b
Gross sales price for all assets on line 6a
18,512,395
7
Capital gain net income (from Part IV, line 2)
...
1,006,476
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)
.......
-2,929
12
Total.
Add lines 1 through 11
........
1,372,050
1,433,255
13
Compensation of officers, directors, trustees, etc.
280,000
140,000
140,000
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
32,500
32,500
c
Other professional fees (attach schedule)
....
328,803
322,235
6,568
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
67,257
67,257
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
13,825
13,825
21
Travel, conferences, and meetings
.......
2,523
2,523
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
3,421
3,421
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
728,329
561,992
166,337
25
Contributions, gifts, grants paid
.......
1,130,000
1,130,000
26
Total expenses and disbursements.
Add lines 24 and 25
1,858,329
561,992
1,296,337
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-486,279
b
Net investment income
(if negative, enter -0-)
871,263
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
595,084
638,212
638,212
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)
..........
20,857,083
20,251,113
26,619,674
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)
21,452,167
20,889,325
27,257,886
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
5,862,521
5,294,929
25
Net assets with donor restrictions
............
15,589,646
15,594,396
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
21,452,167
20,889,325
30
Total liabilities and net assets/fund balances
(see instructions)
.
21,452,167
20,889,325
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
21,452,167
2
Enter amount from Part I, line 27a
.....................
2
-486,279
3
Other increases not included in line 2 (itemize)
3
5,611
4
Add lines 1, 2, and 3
..........................
4
20,971,499
5
Decreases not included in line 2 (itemize)
5
82,174
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
20,889,325
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
MORGAN STANLEY ACCT 235 164814 657
P
2019-06-30
2019-12-31
b
MORGAN STANLEY ACCT 235 164878 657
P
2018-12-30
2019-12-31
c
MORGAN STANLEY ACCT 235 164873 657
P
2019-06-30
2019-12-31
d
MORGAN STANLEY ACCT 235 164879 657
P
2019-06-30
2019-12-31
e
MORGAN STANLEY ACCT 235 164873 657
P
2018-12-30
2019-12-31
MORGAN STANLEY ACCT 235 164879 657
P
2018-12-30
2019-12-31
MORGAN STANLEY ACCT 235 164873 657
P
2018-12-30
2019-12-31
MORGAN STANLEY ACCT 235 164879 657
P
2018-12-30
2019-12-31
MORGAN STANLEY ACCT 235 164874 657
P
2019-06-30
2019-12-31
MORGAN STANLEY ACCT 235 164879 657
P
2018-12-30
2019-12-31
MORGAN STANLEY ACCT 235 164874 657
P
2018-12-30
2019-12-31
ST WASH SALE MORGAN STANLEY ACCTS
P
2019-06-30
2019-12-31
MORGAN STANLEY ACCT 235 164875 657
P
2019-06-30
2019-12-31
LT WASH SALE MORGAN STANLEY ACCTS
P
2018-12-30
2019-12-31
MORGAN STANLEY ACCT 235 164875 657
P
2018-12-30
2019-12-31
MORGAN STANLEY ACCT 235 164876 657
P
2019-06-30
2019-12-31
MORGAN STANLEY ACCT 235 164876 657
P
2018-12-30
2019-12-31
MORGAN STANLEY ACCT 235 164877 657
P
2019-06-30
2019-12-31
MORGAN STANLEY ACCT 235 164877 657
P
2018-12-30
2019-12-31
MORGAN STANLEY ACCT 235 164877 657
P
2018-12-30
2019-12-31
MORGAN STANLEY ACCT 235 164878 657
P
2019-06-30
2019-12-31
MORGAN STANLEY ACCT 235 164878 657
P
2018-12-30
2019-12-31
(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
22,702
23,517
-815
b
6,580
6,098
482
c
327,544
348,864
-21,320
d
126,840
120,545
6,295
e
1,120,755
973,542
147,213
379,936
368,214
11,722
301,697
112,685
189,012
32,868
19,315
13,553
65,867
64,237
1,630
15,568
15,000
568
600,822
550,743
50,079
80,668
80,668
10,269,632
10,213,664
55,968
1,506
1,506
3,286,772
2,591,946
694,826
374,356
386,856
-12,500
976,739
899,981
76,758
20,137
18,688
1,449
123,688
118,300
5,388
6,114
6,071
43
140,342
138,492
1,850
526,307
479,086
47,221
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
-815
b
482
c
-21,320
d
6,295
e
147,213
11,722
189,012
13,553
1,630
568
50,079
80,668
55,968
1,506
694,826
-12,500
76,758
1,449
5,388
43
1,850
47,221
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,006,476
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
113,225
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
1,246,634
23,859,405
0.052249
2017
1,116,751
23,244,239
0.048044
2016
1,123,100
22,456,274
0.050013
2015
1,142,641
23,122,240
0.049417
2014
990,278
23,894,686
0.041443
2
Total
of line 1, column (d)
.....................
2
0.241166
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
0.048233
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
24,766,327
5
Multiply line 4 by line 3
......................
5
1,194,554
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
8,713
7
Add lines 5 and 6
........................
7
1,203,267
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,296,337
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
8,713
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
8,713
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
8,713
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
38,944
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
38,944
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
115
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
30,116
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
30,116
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
RAYMOND J PEZZOLI ESQ
Telephone no.
(718) 720-2200
Located at
698 FOREST AVENUE
STATEN ISLAND
NY
ZIP+4
10310
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
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
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
No
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
RAYMOND J PEZZOLI
PRESIDENT
10.00
75,000
0
0
698 FOREST AVENUE
STATEN ISLAND
,
NY
10310
JOHN KOSINSKI
DIRECTOR
3.00
55,000
0
0
29 HAUGHWOUT AVENUE
STATEN ISLAND
,
NY
10302
MATTHEW SMITH
SECRETARY/TR
5.00
75,000
0
0
49 CLOVE LAKE PLACE
STATEN ISLAND
,
NY
10310
CATHY CARLSON
VICE PRESIDE
5.00
75,000
0
0
192 SLOSSON AVENUE
STATEN ISLAND
,
NY
10314
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
...................
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
.............
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
N/A
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
24,121,065
b
Average of monthly cash balances
.......................
1b
616,648
c
Fair market value of all other assets (see instructions)
................
1c
405,766
d
Total
(add lines 1a, b, and c)
.........................
1d
25,143,479
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
25,143,479
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
377,152
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
24,766,327
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,238,316
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
1,238,316
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
8,713
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
8,713
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,229,603
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
1,229,603
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,229,603
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,296,337
b
Program-related investments—total from Part IX-B
..................
1b
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
1,296,337
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
8,713
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,287,624
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
1,229,603
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,016,094
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,296,337
a
Applied to 2018, but not more than line 2a
1,016,094
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
280,243
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
949,360
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AMERICA'S VETDOGS THE VETERAN'S K-9
AMERICA'S VETDOGS THE VETERAN'S K-9
1675 RICHMOND ROAD
1675 RICHMOND ROAD
STATEN ISLAND
,
NY
10304
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
ANGELS ON A LEASH THERAPY DOG PROGR
ANGELS ON A LEASH THERAPY DOG PROGR
725 S WAHANNA ROAD
725 S WAHANNA ROAD
SEASIDE
,
OR
97138
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
ANIMAL MEDICAL CENTER
ANIMAL MEDICAL CENTER
510 EAST 62ND STREET
510 EAST 62ND STREET
NEW YORK
,
NY
10065
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
ANIMAL RESCUE AID
ANIMAL RESCUE AID
8343 ROSWELL ROAD 405
8343 ROSWELL ROAD 405
ATLANTA
,
GA
30350
CARE AND SUPPORT OF HOMELESS ANIMALS
7,500
ANIMALS FOR ADOPTION
ANIMALS FOR ADOPTION
4628 ROUTE 209
4628 ROUTE 209
ACCORD
,
NY
12404
CARE AND SUPPORT OF HOMELESS ANIMALS
5,000
ATLANTIC WHITE SHARK CONSERVANCY
ATLANTIC WHITE SHARK CONSERVANCY
PO BOX 66
PO BOX 66
CHATHAM
,
MA
02633
CARE AND SUPPORT OF HOMELESS ANIMALS
25,000
BEYOND NINE CAT RESCUE INC
BEYOND NINE CAT RESCUE INC
2316 CYPRESSBENDDR S 320
2316 CYPRESSBENDDR S 320
POMPANO BEACH
,
FL
33069
CARE AND SUPPORT OF HOMELESS ANIMALS
2,500
BIDE-A-WEE
BIDE-A-WEE
118 OLD COUNTRY ROAD
118 OLD COUNTRY ROAD
WEST HAMPTON
,
NY
11977
CARE AND SUPPORT OF HOMELESS ANIMALS
30,000
CANINE COMPANION FOR INDEPENDENCE
CANINE COMPANION FOR INDEPENDENCE
286 MIDDLE ISLAND ROAD
286 MIDDLE ISLAND ROAD
MEDFORD
,
NY
11763
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
CATS EXCLUSIVE INC
CATS EXCLUSIVE INC
6350 WEST ATLANTIC BOULEV
6350 WEST ATLANTIC BOULEV
MARGATE
,
FL
33063
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
CHEETAH CONSERVATION FUND
CHEETAH CONSERVATION FUND
PO BOX 2496
PO BOX 2496
ALEXANDRIA
,
VA
22301
CARE AND SUPPORT OF HOMELESS ANIMALS
35,000
COLUMBIA GREENE-HUMANE SOCSPCA
COLUMBIA GREENE-HUMANE SOC/SPCA
125 HUMANE SOCIETY ROAD
125 HUMANE SOCIETY ROAD
HUDSON
,
NY
12534
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
COMPANION ANIMAL PROTECTION SOCIETY
COMPANION ANIMAL PROTECTION SOCIETY
759 CJC HIGHWAY 32
759 CJC HIGHWAY 32
COHASSET
,
MA
02025
CARE AND SUPPORT OF HOMELESS ANIMALS
5,000
COROLLA WILD HORSE FUND
COROLLA WILD HORSE FUND
PO BOX 361
PO BOX 361
COROLLA
,
NC
27927
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
FARMS SANCTUARY
FARMS SANCTUARY
PO BOX 150
PO BOX 150
WATKINS GLEN
,
NY
14891
CARE AND SUPPORT OF HOMELESS ANIMALS
25,000
GOOD DOG FOUNDATION
GOOD DOG FOUNDATION
PO BOX 1484
PO BOX 1484
NEW YORK
,
NY
10276
CARE AND SUPPORT OF HOMELESS ANIMALS
30,000
GREEN CHIMNEYS
GREEN CHIMNEYS
400 DOANSBURG ROAD
400 DOANSBURG ROAD
BREWSTER
,
NY
10509
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
GUARDIANS OF RESCUE INC
GUARDIANS OF RESCUE INC
34 EAST MAIN STREET STE 3
34 EAST MAIN STREET STE 3
SMITHTOWN
,
NY
11787
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
HUMANE SOCIETY OF ROME INC
HUMANE SOCIETY OF ROME INC
6247 LAMPHEAR ROAD
6247 LAMPHEAR ROAD
ROME
,
NY
13440
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
LIBERTY HUMANE SOCIETY
LIBERTY HUMANE SOCIETY
235 JERSEY CITY BLVD
235 JERSEY CITY BLVD
JERSEY CITY
,
NJ
07305
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
LIFESTYLES FOR THE DISABLED INC
LIFESTYLES FOR THE DISABLED INC
930 WILLOWBROOK RD BL 12G
930 WILLOWBROOK RD BL 12G
STATEN ISLAND
,
NY
10314
CARE AND SUPPORT OF HOMELESS ANIMALS
5,000
LITTLE SHELTER ANIMAL RESCUE
LITTLE SHELTER ANIMAL RESCUE
33 WARNER ROAD
33 WARNER ROAD
HUNTINGTON
,
NY
11743
CARE AND SUPPORT OF HOMELESS ANIMALS
15,000
LOGGERHEAD MARINE LIFE CENTER INC
LOGGERHEAD MARINE LIFE CENTER INC
14200 US HIGHWAY ONE
14200 US HIGHWAY ONE
JUNO BEACH
,
FL
33408
CARE AND SUPPORT OF HOMELESS ANIMALS
35,000
LONG ISLAND BULLDOG RESCUE INC
LONG ISLAND BULLDOG RESCUE INC
PO BOX 239
PO BOX 239
STONEY BROOK
,
NY
11790
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
LOUIE'S LEGACY ANIMAL RESCUE INC
LOUIE'S LEGACY ANIMAL RESCUE INC
197 FILMORE STREET APT A
197 FILMORE STREET APT A
STATEN ISLAND
,
NY
10301
CARE AND SUPPORT OF HOMELESS ANIMALS
30,000
MEMORIAL SLOAN KETTERING CANCER CEN
MEMORIAL SLOAN KETTERING CANCER CENTER CARING CANI
1275 YORK AVE BOX 701
1275 YORK AVE BOX 701
NEW YORK
,
NY
10065
CARE AND SUPPORT OF HOMELESS ANIMALS
25,000
MID ATLANTIC BULLDOG RESCUE
MID ATLANTIC BULLDOG RESCUE
PO BOX 155
PO BOX 155
BELMAR
,
NJ
07719
CARE AND SUPPORT OF HOMELESS ANIMALS
12,500
MOHAWK HUDSON HUMANE SOCIETY
MOHAWK HUDSON HUMANE SOCIETY
3 OAKLAND AVENUE
3 OAKLAND AVENUE
MENANDS
,
NY
12204
CARE AND SUPPORT OF HOMELESS ANIMALS
7,500
MR BONES & COMPANY INC
MR BONES & COMPANY INC
1123 BROADWAY SUITE 1003
1123 BROADWAY SUITE 1003
NEW YORK
,
NY
10010
CARE AND SUPPORT OF HOMELESS ANIMALS
15,000
NATIONAL EAGLE CENTER
NATIONAL EAGLE CENTER
50 PEMBROKE AVENUE
50 PEMBROKE AVENUE
WABASHA
,
MN
55981
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
NO MORE TEARS RESCUE
NO MORE TEARS RESCUE
34 BROOKSIDE LOOP
34 BROOKSIDE LOOP
STATEN ISLAND
,
NY
10309
CARE AND SUPPORT OF HOMELESS ANIMALS
30,000
NORTH SHORE ANIMAL LEAGUE OF AMERI
NORTH SHORE ANIMAL LEAGUE OF AMERICA
16 LEWIT STREET
16 LEWIT STREET
PORT WASHINGTON
,
NY
11050
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
NY SAVE ANIMALS IN VETERINARY EMERG
NY SAVE ANIMALS IN VETERINARY EMERG
200 WEST 54TH ST SUITE 9A
200 WEST 54TH ST SUITE 9A
NEW YORK
,
NY
10019
CARE AND SUPPORT OF HOMELESS ANIMALS
45,000
PALS 4 PETS RESCUE INC
PALS 4 PETS RESCUE INC
PO BOX 291
PO BOX 291
KENDALL
,
NY
14476
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
PAWS UNITE PEOPLE
PAWS UNITE PEOPLE
252 LOCUST DRIVE
252 LOCUST DRIVE
ROCKY POINT
,
NY
11778
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
PET LOVERS UNITED TOGETHER AS ONE
PET LOVERS UNITED TOGETHER AS ONE
568 DRUMGOOLE ROAD WEST
568 DRUMGOOLE ROAD WEST
STATEN ISLAND
,
NY
10312
CARE AND SUPPORT OF HOMELESS ANIMALS
32,500
PIKE COUNTY HUMANE SOCIETY
PIKE COUNTY HUMANE SOCIETY
PO BOX 255
PO BOX 255
MILFORD
,
PA
18337
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
PRIDE CENTER-PROUD PU
PRIDE CENTER-PROUD PUPPY
25 VICTORY BLVD 3RD FL
25 VICTORY BLVD 3RD FL
STATEN ISLAND
,
NY
10301
CARE AND SUPPORT OF HOMELESS ANIMALS
40,000
SI CHILDREN'S MUSEUM
SI CHILDREN'S MUSEUM
100 RICHMOND TERRACE
100 RICHMOND TERRACE
STATEN ISLAND
,
NY
10301
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
SI COUNCEL FOR ANIMAL WELFARE-SEC
SI COUNCEL FOR ANIMAL WELFARE-SECOR
610 SINCLAIR AVE
610 SINCLAIR AVE
STATEN ISLAND
,
NY
10312
CARE AND SUPPORT OF HOMELESS ANIMALS
35,000
SI RECREATIONAL ASSN INC-HOOPH
SI RECREATIONAL ASSN INC-HOOPH
86 ELMWOOD PLACE
86 ELMWOOD PLACE
STATEN ISLAND
,
NY
10301
CARE AND SUPPORT OF HOMELESS ANIMALS
29,000
SI ZOOLOGICAL SOCIETY INC
SI ZOOLOGICAL SOCIETY INC
614 BROADWAY
614 BROADWAY
STATEN ISLAND
,
NY
10310
CARE AND SUPPORT OF HOMELESS ANIMALS
138,500
SOPHIE'S CIRCLE INC
SOPHIE'S CIRCLE INC
933 BELVILLE RD 102J
933 BELVILLE RD 102J
SOUTH DAYTONA
,
FL
32119
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
STATEN ISLAND HOPE ANIMAL RESCUE
STATEN ISLAND HOPE ANIMAL RESCUE
PO BOX 30351
PO BOX 30351
STATEN ISLAND
,
NY
10303
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
THE ASSOC HUMANE SOC INC-POPCORN
THE ASSOC HUMANE SOC INC-POPCORN ZOO
PO BOX 43
PO BOX 43
FORKED RIVER
,
NJ
08731
CARE AND SUPPORT OF HOMELESS ANIMALS
20,000
THERAPY DOG PROGRAM RONALD MCDONALD
THERAPY DOG PROGRAM RONALS MCDONALD
405 EAST 73RD ST
405 EAST 73RD ST
NEW YORK
,
NY
10021
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
TIGER HAVEN INC - K9 LIFELINE RESCU
TIGER HAVEN INC - K9 LIFELINBE RESCUE
237 HARVEY ROAD
237 HARVEY ROAD
KINGSTON
,
TN
37763
CARE AND SUPPORT OF HOMELESS ANIMALS
15,000
VICTORY 4 THE VOICELESS
VICTORY 4 THE VOICELESS
112 32ND STREET
112 32ND STREET
BROOKLYN
,
NY
11232
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
WILD BIRD FUND INC
WILD BIRD FUND INC
59 WEST 88TH ST
59 WEST 88TH ST
NEW YORK
,
NY
10024
CARE AND SUPPORT OF HOMELESS ANIMALS
25,000
WOODSTOCK FARM SANCTUARY
WOODSTOCK FARM SANCTUARY
2 RESCUE ROAD
2 RESCUE ROAD
HIGH FALLS
,
NY
12440
CARE AND SUPPORT OF HOMELESS ANIMALS
7,500
YORKIE 911 RESCUE INC
YORKIE 911 RESCUE INC
212 E 4TH STREET
212 E 4TH STREET
DEER PARK
,
NY
11729
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
KENO'S ANIMAL SANCTUARY INC
KENO'S ANIMAL SANCTUARY INC
17 CAMP DAVID ROAD
17 CAMP DAVID ROAD
WAPWALLOPEN
,
PA
18660
CARE AND SUPPORT OF HOMELESS ANIMALS
2,500
HUMANE SOCIETY OF VENTURA COUNTY
HUMANE SOCIETY OF VENTURA COUNTY
PO BOX 297
PO BOX 297
OJAI
,
CA
93024
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
RESCUE DOGS RESCUE SOLDERS
RESCUE DOGS RESCUE SOLDERS
PO BOX 326
PO BOX 326
CHERRY VALLEY
,
NY
13320
CARE AND SUPPORT OF HOMELESS ANIMALS
15,000
URBAN RESOURCE INSTITUTE
URBAN RESOURCE INSTITUTE
75 BROAD ST SUITE 505
75 BROAD ST SUITE 505
NEW YORK
,
NY
10004
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
PEOPLE FOR ANIMALS INC
PEOPLE FOR ANIMALS INC
401 HILLSIDE AVENUE
401 HILLSIDE AVENUE
HILLSIDE
,
NJ
07205
CARE AND SUPPORT OF HOMELESS ANIMALS
5,000
POLAR BEARS INTERNATIONAL
POLAR BEARS INTERNATIONAL
PO BOX 3008
PO BOX 3008
BOZEMAN
,
MT
59772
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
THE DIAN FOSSEY GORILLA FUND INTERN
THE DIAN FOSSEY GORILLA FUND INTERNATIONAL
800 CHEROKEE AVENUE SE
800 CHEROKEE AVENUE SE
ATLANTA
,
GA
30315
CARE AND SUPPORT OF HOMELESS ANIMALS
10,000
Total
.................................
3a
1,130,000
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
31,582
4
Dividends and interest from securities
....
14
402,867
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,006,476
-65,946
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
POYDRAS ST FINANCE LP ORDIN
18
-2,939
b
WINDSTREAM HLDGS INC COM NE
18
10
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,437,996
-65,946
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,372,050
(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