-
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
07-01-2019
, and ending
06-30-2020
Name of foundation
FREDERICK J PFEIFFER FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
116 ALLEGHENY CENTER MALL P8YB3502L
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH
,
PA
15212
A Employer identification number
35-6593983
B
Telephone number (see instructions)
(412) 807-6328
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)
$
10,793,980
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
258,755
258,755
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
728,454
b
Gross sales price for all assets on line 6a
4,818,872
7
Capital gain net income (from Part IV, line 2)
...
728,454
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
4,332
264
12
Total.
Add lines 1 through 11
........
991,541
987,473
13
Compensation of officers, directors, trustees, etc.
92,476
46,238
46,238
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
2,939
167
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
589
589
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
96,004
46,994
0
46,238
25
Contributions, gifts, grants paid
.......
482,996
482,996
26
Total expenses and disbursements.
Add lines 24 and 25
579,000
46,994
0
529,234
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
412,541
b
Net investment income
(if negative, enter -0-)
940,479
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
142,651
426,800
426,800
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
3,499,715
2,381,641
3,383,396
c
Investments—corporate bonds (attach schedule)
.......
1,264,749
1,107,244
1,190,948
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
4,049,859
5,455,216
5,792,836
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)
8,956,974
9,370,901
10,793,980
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
8,956,974
9,370,901
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)
.....
8,956,974
9,370,901
30
Total liabilities and net assets/fund balances
(see instructions)
.
8,956,974
9,370,901
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
8,956,974
2
Enter amount from Part I, line 27a
.....................
2
412,541
3
Other increases not included in line 2 (itemize)
3
1,386
4
Add lines 1, 2, and 3
..........................
4
9,370,901
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
9,370,901
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
930. WASTE MANAGEMENT INC
2018-04-05
2019-07-02
b
960. INTEL CORP
2018-11-06
2019-07-16
c
1103. INTEL CORP
2016-09-13
2019-07-16
d
295. M&T BK CORP
2019-01-08
2019-07-29
e
80. M&T BK CORP
2019-03-18
2019-07-29
510. AMPHENOL CORP NEW CL A
2018-11-06
2019-08-19
298. APPLE INC
2010-07-09
2019-08-19
834. BANK NEW YORK MELLON CORP COM
2016-05-03
2019-08-19
232. BIOGEN INC
2016-09-13
2019-08-19
339. CHEVRON CORPORATION
2018-06-20
2019-08-19
159. LOCKHEED MARTIN CORP
2019-07-02
2019-08-19
70. MCCORMICK & CO INC COM NON VTG
2018-10-16
2019-08-19
455. MCCORMICK & CO INC COM NON VTG
2018-07-26
2019-08-19
1305. MORGAN STANLEY
2016-10-25
2019-08-19
131. NORFOLK SOUTHN CORP COM
2018-11-20
2019-08-19
516. PFIZER INC COM
2017-11-14
2019-08-19
241. PFIZER INC COM
2018-12-13
2019-08-19
268. RAYTHEON COMPANY
2016-02-02
2019-08-19
600. BANK OF AMERICA CORP
2018-08-01
2019-08-28
826. CBRE GROUP INC
2018-02-27
2019-08-28
127. HOME DEPOT INC COM
2012-01-26
2019-08-28
75. MCDONALDS CORP COM
2018-12-13
2019-08-28
51. MCDONALDS CORP COM
2017-06-21
2019-08-28
271. NORFOLK SOUTHN CORP COM
2018-11-20
2019-08-28
325. ALEXION PHARMACEUTICALS INC
2019-02-25
2019-09-10
465. UNITED RENTALS INC COM
2017-05-31
2019-10-01
159. AUTOMATIC DATA PROCESSING INC
2018-05-29
2019-10-08
1055. CSX CORP COM
2018-08-01
2019-10-08
720. CISCO SYS INC COM
2018-05-03
2019-10-08
95. CISCO SYS INC COM
2018-10-30
2019-10-08
4198.737 ROYCE FD TOTAL RETURN
2006-04-10
2019-10-22
5365. ISHARES TR MSCI EAFE IDX
2018-10-02
2019-10-29
735. CELANESE CORP
2018-05-22
2019-11-06
91. MCDONALDS CORP COM
2017-06-21
2019-11-13
433. WEC ENERGY GROUP INC
2010-07-09
2019-11-13
80. AIR PRODUCTS & CHEMICALS INC
2019-08-19
2019-12-12
34. ALPHABET INC/CA-CL A
2015-08-05
2019-12-12
36. AMAZON.COM INC
2018-12-13
2019-12-12
198. AMERICAN WATER WORKS CO INC
2016-02-10
2019-12-12
173. AMGEN INC
2013-12-31
2019-12-12
235. APPLE INC
2010-07-09
2019-12-12
231. AUTOMATIC DATA PROCESSING INC
2018-05-29
2019-12-12
17. AUTOZONE INC
2018-12-13
2019-12-12
16. AUTOZONE INC
2018-10-16
2019-12-12
930. BP PLC SPONSORED ADR
2019-02-25
2019-12-12
1306. BANK OF AMERICA CORP
2018-08-01
2019-12-12
299. BAXTER INTERNATIONAL INC
2018-01-12
2019-12-12
710. BERRY GLOBAL GROUP INC
2019-04-15
2019-12-12
437. BOOZ ALLEN HAMILTON HOLDING
2019-08-19
2019-12-12
368. BRISTOL MYERS SQUIBB CO
2018-09-18
2019-12-12
94. BROADCOM INC
2019-02-11
2019-12-12
80. BURLINGTON STORES INC
2016-09-13
2019-12-12
328. CBRE GROUP INC
2018-02-27
2019-12-12
146. CHEVRON CORPORATION
2018-06-20
2019-12-12
261. CHURCH & DWIGHT INC
2019-08-19
2019-12-12
1329. CISCO SYS INC COM
2012-01-26
2019-12-12
785. CITIZENS FINANCIAL GROUP
2016-11-16
2019-12-12
951. COMCAST CORPORATION CL A
2011-10-13
2019-12-12
369. CONOCOPHILLIPS
2017-11-07
2019-12-12
37. COSTCO WHSL CORP NEW COM
2018-08-01
2019-12-12
60. COSTCO WHSL CORP NEW COM
2019-03-18
2019-12-12
121. CROWN CASTLE INTL CORP
2019-08-28
2019-12-12
159. DANAHER CORP
2018-06-20
2019-12-12
135. DISCOVER FINANCIAL W/I
2019-07-29
2019-12-12
156. DOLLAR GENERAL CORP
2018-11-13
2019-12-12
496. FMC CORPORATION NEW
2019-11-06
2019-12-12
182. FACEBOOK INC
2016-03-03
2019-12-12
353. HCA HEALTHCARE INC
2019-08-19
2019-12-12
126. HOME DEPOT INC COM
2012-01-26
2019-12-12
856. ISHARES TIPS BOND ETF
2008-11-26
2019-12-12
581. J P MORGAN CHASE & CO COM
2002-11-14
2019-12-12
130. LAUDER ESTEE COS INC CL A
2019-02-21
2019-12-12
209. LILLY ELI & CO
2018-07-26
2019-12-12
50. LOCKHEED MARTIN CORP
2019-07-02
2019-12-12
51.728 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I
2014-12-10
2019-12-12
12343.611 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I
2013-08-27
2019-12-12
80. MCDONALDS CORP COM
2017-06-21
2019-12-12
119. MICROSOFT CORP
2019-07-16
2019-12-12
585. MICROSOFT CORP
2018-09-18
2019-12-12
70. MOTOROLA SOLUTIONS INC
2019-10-08
2019-12-12
87. NORTHROP GRUMMAN CORPORATION
2015-02-20
2019-12-12
196. OMNICOM GROUP INC
2019-06-17
2019-12-12
1074. PFIZER INC COM
2017-11-14
2019-12-12
202. PROCTER & GAMBLE CO
2019-02-21
2019-12-12
203. PROGRESSIVE CORP OHIO
2019-02-11
2019-12-12
145. QUEST DIAGNOSTICS INC
2019-06-17
2019-12-12
184. S&P GLOBAL INC
2016-05-24
2019-12-12
161. SEMPRA ENERGY
2019-06-17
2019-12-12
84. STRYKER CORP
2019-08-19
2019-12-12
285. T-MOBILE US INC
2017-05-04
2019-12-12
171. TARGET CORP
2019-08-28
2019-12-12
63. TELEDYNE TECHNOLOGIES INC
2019-11-13
2019-12-12
195. TEXAS INSTRS INC COM
2019-10-01
2019-12-12
496. TOTAL FINA S A
2015-08-14
2019-12-12
398. TRANSUNION
2019-10-08
2019-12-12
614. TRUIST FINANCIAL CORP
2016-06-24
2019-12-12
122. UNITEDHEALTH GROUP INC COM
2016-10-28
2019-12-12
209. VISA INC CLASS A SHARES
2013-02-15
2019-12-12
289. WEC ENERGY GROUP INC
2010-07-09
2019-12-12
203. WASTE MANAGEMENT INC
2019-08-19
2019-12-12
159. ACCENTURE PLC CLASS A SEDOL B4BNMY3
2019-08-19
2019-12-12
359. INGERSOLL-RAND PLC EXCHANGE 3/02/2020
2019-04-15
2019-12-12
75000. COSTCO WHOLESALE CORP SR UNSEC
2013-03-07
2019-12-15
.175 TRUIST FINANCIAL CORP
2016-06-24
2019-12-19
255. CHEVRON CORPORATION
2018-06-20
2020-01-21
602. PROGRESSIVE CORP OHIO
2019-02-11
2020-01-21
86. AMGEN INC
2013-12-31
2020-02-19
88. LAUDER ESTEE COS INC CL A
2019-02-21
2020-02-19
93. PROCTER & GAMBLE CO
2019-02-21
2020-02-19
19. PROCTER & GAMBLE CO
2018-12-18
2020-02-19
476. T-MOBILE US INC
2017-05-04
2020-02-19
61. UNITEDHEALTH GROUP INC COM
2016-10-28
2020-02-19
.55 INGERSOLL RAND INC
2019-04-15
2020-03-11
229. SEMPRA ENERGY
2019-06-17
2020-03-20
162. LAUDER ESTEE COS INC CL A
2019-02-21
2020-04-06
6525. SCHWAB US REIT ETF
2019-12-12
2020-04-23
253. TEXAS INSTRS INC COM
2019-10-01
2020-04-28
596. CBRE GROUP INC
2018-02-27
2020-05-05
75000. GENERAL ELEC CAP CORP SR UNSEC
2013-04-02
2020-05-20
3647.524 DIAMOND HILL LONG-SHORT FUND CL I
2013-06-28
2020-06-11
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
107,641
77,869
29,772
b
47,200
45,701
1,499
c
54,230
39,465
14,765
d
48,290
44,259
4,031
e
13,096
14,018
-922
45,063
46,134
-1,071
63,156
10,940
52,216
35,753
32,996
2,757
54,166
62,977
-8,811
39,740
42,603
-2,863
60,533
58,160
2,373
11,561
9,575
1,986
75,148
54,348
20,800
52,533
43,756
8,777
22,914
21,497
1,417
18,065
18,265
-200
8,437
10,702
-2,265
48,580
33,186
15,394
16,143
18,768
-2,625
41,445
38,967
2,478
28,179
5,709
22,470
16,313
13,919
2,394
11,093
7,855
3,238
46,776
42,686
4,090
34,446
43,187
-8,741
56,350
54,548
1,802
25,032
20,573
4,459
70,249
75,444
-5,195
33,574
31,666
1,908
4,430
4,175
255
47,068
57,397
-10,329
360,516
362,567
-2,051
91,093
80,303
10,790
17,687
14,016
3,671
37,955
11,468
26,487
18,380
18,265
115
45,667
23,023
22,644
62,998
59,543
3,455
23,872
13,085
10,787
40,576
20,424
20,152
62,901
8,627
54,274
38,398
29,889
8,509
21,065
15,094
5,971
19,826
12,241
7,585
34,009
39,619
-5,610
44,077
40,851
3,226
24,852
20,449
4,403
33,462
41,598
-8,136
30,541
32,135
-1,594
22,959
22,639
320
30,051
25,784
4,267
17,827
6,649
11,178
19,138
15,473
3,665
17,036
18,334
-1,298
18,113
20,627
-2,514
59,126
31,090
28,036
30,826
27,062
3,764
40,093
14,592
25,501
22,678
19,738
2,940
10,924
8,092
2,832
17,714
14,125
3,589
16,169
17,725
-1,556
23,741
15,883
7,858
11,388
12,409
-1,021
24,044
17,984
6,060
48,701
48,287
414
36,821
20,062
16,759
50,439
44,384
6,055
26,749
5,664
21,085
99,936
97,073
2,863
78,120
13,049
65,071
25,807
20,830
4,977
25,190
19,945
5,245
19,298
18,289
1,009
969
1,003
-34
231,196
226,869
4,327
15,617
12,322
3,295
18,039
16,352
1,687
88,678
64,861
23,817
11,303
12,060
-757
30,340
14,520
15,820
15,870
15,712
158
41,004
38,016
2,988
25,199
20,328
4,871
14,439
13,985
454
15,167
14,807
360
50,058
20,521
29,537
23,908
22,251
1,657
16,613
18,279
-1,666
21,432
18,656
2,776
21,482
18,219
3,263
21,927
21,674
253
24,135
25,035
-900
26,154
24,374
1,780
33,598
31,749
1,849
33,118
19,349
13,769
34,281
17,750
16,531
37,960
8,166
29,794
25,749
7,654
18,095
22,577
24,387
-1,810
32,138
31,201
937
47,940
40,971
6,969
75,000
75,000
10
6
4
29,007
32,022
-3,015
46,098
41,473
4,625
19,199
9,869
9,330
18,626
13,759
4,867
11,678
9,247
2,431
2,386
1,770
616
47,825
31,159
16,666
18,624
8,550
10,074
13
16
-3
22,690
31,649
-8,959
25,684
25,330
354
217,903
296,572
-78,669
29,876
32,481
-2,605
24,079
28,116
-4,037
78,938
76,687
2,251
84,185
75,310
8,875
48,193
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
29,772
b
1,499
c
14,765
d
4,031
e
-922
-1,071
52,216
2,757
-8,811
-2,863
2,373
1,986
20,800
8,777
1,417
-200
-2,265
15,394
-2,625
2,478
22,470
2,394
3,238
4,090
-8,741
1,802
4,459
-5,195
1,908
255
-10,329
-2,051
10,790
3,671
26,487
115
22,644
3,455
10,787
20,152
54,274
8,509
5,971
7,585
-5,610
3,226
4,403
-8,136
-1,594
320
4,267
11,178
3,665
-1,298
-2,514
28,036
3,764
25,501
2,940
2,832
3,589
-1,556
7,858
-1,021
6,060
414
16,759
6,055
21,085
2,863
65,071
4,977
5,245
1,009
-34
4,327
3,295
1,687
23,817
-757
15,820
158
2,988
4,871
454
360
29,537
1,657
-1,666
2,776
3,263
253
-900
1,780
1,849
13,769
16,531
29,794
18,095
-1,810
937
6,969
4
-3,015
4,625
9,330
4,867
2,431
616
16,666
10,074
-3
-8,959
354
-78,669
-2,605
-4,037
2,251
8,875
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
728,454
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
526,274
10,578,897
0.049748
2017
506,125
10,899,819
0.046434
2016
494,108
10,128,219
0.048785
2015
504,110
9,970,542
0.05056
2014
482,901
10,518,408
0.04591
2
Total
of line 1, column (d)
.....................
2
0.241437
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
0.048287
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
10,725,830
5
Multiply line 4 by line 3
......................
5
517,918
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
9,405
7
Add lines 5 and 6
........................
7
527,323
8
Enter qualifying distributions from Part XII, line 4
,.............
8
529,234
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
9,405
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
9,405
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
9,405
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
5,544
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
5,544
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
3,861
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
0
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(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)
IN
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
PNC BANK NA
Telephone no.
(412) 807-6328
Located at
116 ALLEGHENY CENTER MALL
PITTSBURGH
PA
ZIP+4
15212
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
PNC BANK
TRUSTEE
19
92,476
116 ALLEGHENY CENTER MALL
PITTSBURGH
,
PA
15212
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
10,889,168
b
Average of monthly cash balances
.......................
1b
0
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
10,889,168
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
10,889,168
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
163,338
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
10,725,830
6
Minimum investment return.
Enter 5% of line 5
..................
6
536,292
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
536,292
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
9,405
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
9,405
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
526,887
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
526,887
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
526,887
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
529,234
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
529,234
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
9,405
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
519,829
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
526,887
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
482,993
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
0
b
From 2015
......
0
c
From 2016
......
0
d
From 2017
......
0
e
From 2018
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
529,234
a
Applied to 2018, but not more than line 2a
482,993
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
.....
46,241
e
Remaining amount distributed out of corpus
0
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
0
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
..........
480,646
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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
THE UNIVERSITY OF PENNSYLVANIA
ATTN PATRICIA WISELEY
2929 MARKET STREET STE 300
PHILADELPHIA
,
PA
191046205
NONE
PC
GENERAL SUPPORT
69,020
PARKVIEW FOUNDATION
ATTN EXEC DIRECTOR
2200 RANDALLIA DRIVE
FORT WAYNE
,
IN
468054699
NONE
PC
GENERAL SUPPORT
34,486
ST JOSEPH HEALTH FOUNDATION
ATTN MS MEG DISTLER EXEC DIR
347 WEST BERRY ST STE 101
FORT WAYNE
,
IN
468022214
NONE
PC
GENERAL SUPPORT
34,486
LUTHERAN SOCIAL SERVS INC
330 MADISON STREET
FT WAYNE
,
IN
468571329
NONE
PC
GENERAL SUPPORT
34,486
LUTHERAN HOMES INC
6701 S ANTHONY BLVD
FORT WAYNE
,
IN
468162012
NONE
PC
GENERAL SUPPORT
69,020
THE LUTHERAN FOUNDATION INC
3024 FAIRFIELD AVE
FORT WAYNE
,
IN
468071697
NONE
PC
GENERAL SUPPORT
34,486
ASSOCIATED CHURCHES OF FT WAYNE
AND ALLEN COUNTY INC
602 EAST WAYNE STREET
FORT WAYNE
,
IN
468022016
NONE
PC
GENERAL SUPPORT
34,486
COMMUNITY FDN OF GRTR FT WAYNE
555 EAST WAYNE STREET
FORT WAYNE
,
IN
468022013
NONE
PC
GENERAL SUPPORT
69,020
LUTHERAN SCHOOL OF THEOLOGY
1100 E 55TH ST
CHICAGO
,
IL
606155112
NONE
PC
GENERAL SUPPORT
69,020
EVANGELICAL LUTH CHURCH IN AMER
8765 W HIGGINS RD
CHICAGO
,
IL
606314101
NONE
PC
GENERAL SUPPORT
34,486
Total
.................................
3a
482,996
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
258,755
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
728,454
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
ROYAL DUTCH SHELL
14
264
b
FEDERAL TAX REFUND
14
4,068
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
991,541
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
991,541
(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