-
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
STARITCH FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 1356
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARANAC LAKE
,
NY
129837356
A Employer identification number
14-1827670
B
Telephone number (see instructions)
(518) 891-9797
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)
$
4,457,565
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)
48,115
2
Check
.............
3
Interest on savings and temporary cash investments
140
140
4
Dividends and interest from securities
...
66,681
66,681
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,210
b
Gross sales price for all assets on line 6a
1,184,776
7
Capital gain net income (from Part IV, line 2)
...
290,647
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)
.......
-6,169
-8,669
12
Total.
Add lines 1 through 11
........
109,977
348,799
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
14,000
0
0
c
Other professional fees (attach schedule)
....
17
Interest
...............
76
0
0
18
Taxes (attach schedule) (see instructions)
...
10,006
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
16,717
16,416
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
40,799
16,416
0
25
Contributions, gifts, grants paid
.......
368,875
368,875
26
Total expenses and disbursements.
Add lines 24 and 25
409,674
16,416
368,875
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-299,697
b
Net investment income
(if negative, enter -0-)
332,383
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
.............
-17,350
-51,819
-51,819
2
Savings and temporary cash investments
.........
134,292
7,119
7,119
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)
.......
3,523,655
3,462,138
4,389,387
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)
..........
102,817
50,645
111,490
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
1,254
1,388
1,388
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
3,744,668
3,469,471
4,457,565
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
50,000
74,500
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)
.........
50,000
74,500
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
3,694,668
3,394,971
29
Total net assets or fund balances
(see instructions)
.....
3,694,668
3,394,971
30
Total liabilities and net assets/fund balances
(see instructions)
.
3,744,668
3,469,471
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
3,694,668
2
Enter amount from Part I, line 27a
.....................
2
-299,697
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
3,394,971
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
3,394,971
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
100 SH AMERICAN TOWER
P
2015-05-19
2019-04-23
b
300 SH ANSYS INC
P
2018-08-21
2019-03-13
c
200 SH BALL CORP
P
2019-01-24
2019-08-19
d
250 SH CELGENE
D
2013-01-01
2019-11-13
e
750 SH CELGENE
D
2015-05-19
2019-11-15
CELGENE MERGER
P
2019-11-21
400 SH CISCO SYSTEMS
P
2014-11-11
2019-04-23
.67 SH CORTEVA INC
P
2019-06-03
2019-06-28
512 SH CORTEVA INC
P
2019-06-03
2019-11-15
.668 SH DOW INC
P
2009-02-04
2019-04-02
.67 SH DU PONT EI DE NEMOURS
P
2019-06-03
2019-06-28
200 SH EXXON MOBIL CORP
D
2019-07-17
300 SH EXXON MOBIL CORP
D
2019-11-13
24987.506 GOLDMAN SACHS TR
P
2017-05-25
2019-04-01
25922.354 GOLDMAN SACHS TR
P
2017-05-25
2019-07-01
24042.67 GOLDMAN SACHS TR
P
2018-02-16
2019-07-01
59970.015 GOLDMAN SACHS TR
P
2018-02-16
2019-12-26
500 SH HOLOGIC INC
D
2017-04-24
2019-01-23
500 SH HOLOGIC INC
D
2017-04-27
2019-01-31
1000 SH ISHARES SILVER TR
P
2010-03-05
2019-07-26
1500 SH ISHARES SILVER TR
D
2015-05-19
2019-10-03
500 SH ISHARES SILVER TR
P
2010-03-05
2019-10-03
300 SH ISHARES SILVER TR
D
2011-11-30
2019-10-03
500 SH INTERCEPT PHARMACEUTICALS
P
2018-10-12
2019-01-30
50 SH INTUITIVE SURGICAL INC
D
2017-04-24
2019-01-24
100 SH INTUITIVE SURGICAL INC
D
2017-04-24
2019-01-31
50 SH INTUITIVE SURGICAL INC
D
2017-04-24
2019-02-12
50 SH INTUITIVE SURGICAL INC
D
2017-04-24
2019-03-06
50 SH INTUITIVE SURGICAL INC
D
2017-04-24
2019-07-16
500 SH LHC GROUP
P
2019-02-12
2019-05-20
.301 SH LIVENT CORP
P
2015-05-19
2019-03-04
701.25 SH LIVENT CORP
P
2015-05-19
2019-05-13
233.75 SH LIVENT CORP
P
2015-11-13
2019-05-13
210 SH PHILLIPS 66
D
2017-04-24
2019-10-30
1000 UTS PLAINS ALL AMERICAN PIPELINE LP
P
2019-02-12
1000 UTS PLAINS ALL AMERICAN PIPELINE LP
P
2015-05-19
2019-07-17
400 SH QUALCOMM INC
P
2014-07-25
2019-04-18
750 SH RITE AID CORP
D
2015-05-19
2019-05-01
100 SH TELEFLEX INCORPORATED
D
2017-04-24
2019-07-29
2000 SH TEVA PHARMACEUTICAL ADR
D
2017-04-24
2009-06-19
4000 SH TEVA PHARMACEUTICAL ADR
P
2017-08-25
2019-06-19
200 SH UNIVERSAL DISPLAY CORP
P
2017-08-24
2019-02-22
100 SH UNIVERSAL DISPLAY CORP
P
2017-08-24
2019-05-03
100 SH UNIVERSAL DISPLAY CORP
P
2017-08-24
2019-08-06
250 SH WABTEC
P
2019-03-01
2019-04-05
750 SH WABTEC
P
2018-04-03
2019-04-05
1500 SH WORLD FUEL SERVICE CORP
P
2019-07-17
2019-10-03
(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
19,295
9,523
9,772
b
55,133
52,248
2,885
c
15,980
10,253
5,727
d
27,584
828
26,756
e
37,500
2,489
35,011
44,032
44,032
22,508
10,030
12,478
16
9
7
13,149
6,963
6,186
36
24
12
48
48
15,095
68
15,027
20,668
297
20,371
25,000
25,000
0
25,940
25,935
5
24,060
24,045
15
60,000
59,976
24
22,065
14,549
7,516
22,197
14,549
7,648
15,353
16,400
-1,047
24,829
24,608
221
8,276
7,691
585
4,966
5,174
-208
57,493
51,625
5,868
26,654
8,770
17,884
52,400
26,310
26,090
27,171
8,770
18,401
26,939
8,770
18,169
26,055
8,770
17,285
59,013
55,207
3,806
4
2
2
5,598
5,794
-196
1,866
1,370
496
24,660
12,856
11,804
23,424
17,526
5,898
24,623
17,167
7,456
31,989
29,707
2,282
6,860
12,410
-5,550
34,911
10,967
23,944
16,760
63,320
-46,560
33,520
66,102
-32,582
29,051
22,730
6,321
17,712
11,362
6,350
20,409
11,363
9,046
19,065
17,789
1,276
57,194
60,413
-3,219
57,675
54,370
3,305
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
9,772
b
2,885
c
5,727
d
26,756
e
35,011
44,032
12,478
7
6,186
12
48
15,027
20,371
0
5
15
24
7,516
7,648
-1,047
221
585
-208
5,868
17,884
26,090
18,401
18,169
17,285
3,806
2
-196
496
11,804
5,898
7,456
2,282
-5,550
23,944
-46,560
-32,582
6,321
6,350
9,046
1,276
-3,219
3,305
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
290,647
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
242,927
4,204,362
0.057780
2017
293,475
3,418,378
0.085852
2016
312,231
1,822,026
0.171365
2015
75,850
1,745,327
0.043459
2014
141,775
1,518,149
0.093387
2
Total
of line 1, column (d)
.....................
2
0.451843
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
0.090369
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
4,235,944
5
Multiply line 4 by line 3
......................
5
382,798
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,324
7
Add lines 5 and 6
........................
7
386,122
8
Enter qualifying distributions from Part XII, line 4
,.............
8
368,875
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
6,648
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
6,648
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
6,648
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
8,000
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
8,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
93
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
1,259
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,259
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
No
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
Yes
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
EDENFIELD AND SNOW
Telephone no.
(518) 891-9797
Located at
440 BLOOMINGDALE AVE
SARANAC LAKE
NY
ZIP+4
12983
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
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
SALLY B RITCHIE
TREASURER/DIRECTOR
0.00
0
0
0
P O BOX 1356
SARANAC LAKE
,
NY
129837356
JAMES M RITCHIE
PRESIDENT/DIRECTOR
0.00
0
0
0
P O BOX 1356
SARANAC LAKE
,
NY
129837356
DOROTHY R VALHOULI
SECRETARY/DIRECTOR
0.00
0
0
0
P O BOX 1356
SARANAC LAKE
,
NY
129837356
STEPHEN M RITCHIE
DIRECTOR
0.00
0
0
0
P O BOX 1356
SARANAC LAKE
,
NY
129837356
SOLVEIG A HOLUM LYFORD
DIRECTOR
0.00
0
0
0
P O BOX 1356
SARANAC LAKE
,
NY
129837356
CAROLYN R DONATELLO
DIRECTOR
0.00
0
0
0
P O BOX 1356
SARANAC LAKE
,
NY
129837356
JAMES R VALHOULI
DIRECTOR
0.00
0
0
0
P O BOX 1356
SARANAC LAKE
,
NY
129837356
ALEXANDER R VALHOULI
DIRECTOR
0.00
0
0
0
P O BOX 1356
SARANAC LAKE
,
NY
129837356
ROBERT M HOLUM
VICE-PRESIDENT/DIRECTOR
0.00
0
0
0
P O BOX 1356
SARANAC LAKE
,
NY
129837356
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
N/A
0
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
4,241,791
b
Average of monthly cash balances
.......................
1b
58,660
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
4,300,451
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
4,300,451
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
64,507
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
4,235,944
6
Minimum investment return.
Enter 5% of line 5
..................
6
211,797
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
211,797
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
6,648
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,648
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
205,149
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
205,149
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
205,149
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
368,875
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
368,875
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
368,875
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
205,149
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
68,558
b
From 2015
......
c
From 2016
......
224,468
d
From 2017
......
128,097
e
From 2018
......
40,315
f
Total
of lines 3a through e
........
461,438
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
368,875
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
205,149
e
Remaining amount distributed out of corpus
163,726
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
625,164
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
68,558
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
556,606
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
224,468
c
Excess from 2017
....
128,097
d
Excess from 2018
....
40,315
e
Excess from 2019
....
163,726
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).)
SALLY B RITCHIE
JAMES M RITCHIE
DOROTHY R VALHOULI
ROBERT M HOLUM
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
ADIRONDACK EXPLORER
36 CHURCH STREET
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
PUBLIC NEWS PERIODICAL TO REPORT THE ADIRONDACK MOUNTAINS NEWS
1,000
ADIRONDACK FOUNDATION
PO BOX 288
LAKE PLACID
,
NY
12946
N/A
PUBLIC CHARITY
DEATH WITH DIGNITY EDUCATION
2,000
ADIRONDACK LAND TRUST
P O BOX 65
KEENE VALLEY
,
NY
12943
N/A
PUBLIC CHARITY
PRESERVATION AND PROTECTION OF ADIRONDACK PARK
1,000
ADVOCATES FOR YOUTH
1325 G ST NW STE 980
WASHINGTON
,
DC
20005
N/A
PUBLIC CHARITY
SUPPORT FOR EDUCATING YOUTH IN THE AREAS OF ADOLESCENT REPRODUCTIVE AND SEXUAL HEALTH
1,000
AMERICAN RED CROSS
13 GUY WAY
PLATTSBURGH
,
NY
12901
N/A
PUBLIC CHARITY
SUPPORT REGIONAL RELIEF EFFORTS FOR NEEDY FAMILIES
1,000
ARTS IN REACH (AIR)
PO BOX 236
PORTSMOUTH
,
NH
038010236
N/A
PUBLIC CHARITY
SUPPORT EMPOWERMENT OF TEENAGE GIRLS THROUGH INNOVATIVE MENTORING AND ARTS PROGRAMS
500
BALTIMORE SCHOOL FOR THE ARTS FOUNDATION
712 CATHERINE ST
BALTIMORE
,
MD
21201
N/A
PRIVATE EDUCATION IN
SUPPORT FOR EDUCATION
2,500
BOWDOIN COLLEGE
255 MAIN STREET
BRUNSWICK
,
ME
04011
N/A
PRIVATE EDUCATION IN
SUPPORT FOR EDUCATION
375
BURKE MOUNTAIN ACADEMY
P O BOX 78
E BURKE
,
VT
05832
N/A
PRIVATE EDUCATION IN
SUPPORT EDUCATIONAL PROGRAMS
21,500
CROW
3883 SANIBEL CROAD
SANIBEL ISLAND
,
FL
33957
N/A
PUBLIC CHARITY
SAVING WILDLIFE THROUGH CARE, EDUCATION, AND COLLABORATION
2,000
CAMP MERIDIAN
789 CENTRAL AVENUE
DOVER
,
NH
038200654
N/A
PUBLIC CHARITY
SUMMER CAMP FOR HEART DISEASE PATIENTS
500
CAPTAINS FOR CLEAN WATER
PO BOX 1653
FORT MYERS
,
FL
33902
N/A
PUBLIC CHARITY
SUPPORT FOR RESTORATION AND PROTECTION OF MARINE ECOSYSTEMS
4,000
CHARLIE'S PLACE
P O BOX 4996
CORPUS CHRISTI
,
TX
78469
N/A
PUBLIC CHARITY
ADDICTION TREATMENT
1,000
CHILDREN'S MUSEUM OF NH
P O BOX 654
DOVER
,
NH
038200654
N/A
PUBLIC CHARITY
MUSEUM TO APPEAL TO CHILDREN
500
CHURCH OF THE ASCENSION
P O BOX 271
LAKE CLEAR
,
NY
12945
N/A
CHURCH
MINISTRY
3,600
CITY HARVEST
575 EIGHTH AVE 4TH FLOOR
NEW YORK
,
NY
10018
N/A
PUBLIC CHARITY
FEED THE HUNGRY AND HOMELESS
2,000
COATESVILLE YOUTH INITIATIVE
545 EAST LINCOLN HIGHWAY
COATESVILLE
,
PA
19320
N/A
PUBLIC CHARITY
SUPPORT FOR EDUCATING YOUTH
1,000
DIRECT RELIEF
27 SOUTH LA PATERA LANE
SANTA BARBARA
,
CA
93117
N/A
PUBLIC CHARITY
SENDS SHIPMENTS OF MEDICAL EQUIPMENT AND SUPPLIES WORLDWIDE TO HELP THE VICTIMS OF CIVIL UNREST, NATURAL DISASTERS AND CHRONIC POVERTY.
2,500
DOCTORS WITHOUT BORDERS USA
BOX 2247
NEW YORK
,
NY
101162247
N/A
PUBLIC CHARITY
MEDICINE FRONTIERS
1,500
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NW
WASHINGTON
,
DC
20009
N/A
PUBLIC CHARITY
EDF PROTECTS THE EARTH'S RESOURCES USING SMART ECONOMICS, PRACTICAL PARTNERSHIPS & RIGOROUS SCIENCE
2,500
FISH OF SANCAP
2430-B PERIWINKLE WAY
SANIBEL
,
FL
33957
N/A
PUBLIC CHARITY
SUPPORT OF COMMUNITY ON CAPTIVA AND SANIBEL ISLANDS THROUGH FOOD PROGRAMS, ISLAND BASED WORKSHOPS, SOCIAL SERVICES AND HELPING HANDS
500
FOOTPRINTS FOOD PANTRY
37 OLD POST ROAD
KITTERY
,
ME
03904
N/A
PUBLIC CHARITY
FOOD FOR THE NEEDY
750
FRACTURED ATLAS INC
248 W 35TH STREET 10TH FLOOR
NEW YORK
,
NY
10001
N/A
PUBLIC CHARITY
SUPPORT OF THE ARTS
5,250
FRIENDS OF THE WISSAHICKON
40 W EVERGREEN AVENUE STE 108
PHILADELPHIA
,
PA
19118
N/A
PUBLIC CHARITY
SUPPORT FOR WILDLIFE AND PARK PRESERVATION
1,000
GATHER
210 WEST ROAD
PORTSMOUTH
,
NH
03801
N/A
PUBLIC CHARITY
SUPPORT FOR FOOD ASSISTANCE SERVING NH SEACOAST AREA
2,000
GERMANTOWN FRIENDS SCHOOL
31 W COULTER ST
PHILADELPHIA
,
PA
19144
N/A
PRIVATE EDUCATION IN
SUPPORT EDUCATION
1,000
HAMPSHIRE COLLEGE
893 WEST STREET
AMHERST
,
MA
01002
N/A
PRIVATE EDUCATION IN
SUPPORT EDUCATION
18,000
INLAND LAKES EDUCATIONAL FOUNDATION
1325 S HAMILTON DRIVE
BURT LAKE
,
MI
49717
N/A
PUBLIC CHARITY
ENVIRONMENTAL WATER ISSUES
59,100
JEANNE GEIGER CRISIS CENTER
2 HARRIS STREET
NEWBURYPORT
,
MA
01950
N/A
PUBLIC CHARITY
SUPPORT EMPOWERMENT OF INDIVIDUALS AND ENGAGE COMMUNITIES TO END DOMESTIC VIOLENCE
500
KITTERY COMMUNITY CENTER
120 ROGERS ROAD
KITTERY
,
ME
03904
N/A
MUNICIPAL DEPT
SUPPORT OF THE COMMUNITY CENTER WITH PROGRAMS FOR ALL AGES TO PROMOTE A HEALTHY COMMUNITY
300
KREMPLES FOUNDATION
100 CAMPUS DRIVE
PORTSMOUTH
,
NH
80301
N/A
PUBLIC CHARITY
IMPROVING THE LIFES OF PEOPLE LIVING WITH BRAIN INJURY
2,000
LIVE CONNECTIONS
P O BOX 42796
PHILADELPHIA
,
PA
19104
N/A
PUBLIC CHARITY
SUPPORT FOR LEARNING AND COMMUNITY BUILDING THOUGH COLLABORATIVE MUSIC-MAKING
1,000
LUTHERAN IMMIGRATION AND REFUGEE SERVICE
PO BOX 17467
BALTIMORE
,
MD
12197
N/A
PUBLIC CHARITY
SUPPORT REFUGEES AND MIGRANTS ENTERING THE UNITED STATES
2,500
LUTHERAN SCHOOL OF THEOLOGY AT CHICAGO
1100 E 55TH STREET
CHICAGO
,
IL
60615
N/A
PUBLIC CHARITY
SUPPORT THE SEMINARY OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA
2,000
LUTHERAN VOLUNTEER CORPS
1226 VERMONT AVE NW
WASHINGTON
,
DC
200053615
N/A
PUBLIC CHARITY
SPIRITUALITY WHILE WORKING FOR SOCIAL JUSTICE
2,000
N STREET VILLAGE INC
1333 N STREET NW
WASHINGTON
,
DC
20005
N/A
PUBLIC CHARITY
SUPPORT SERVICES FOR THE HOMELESS
5,000
NATIONAL ALLIANCE ON MENTAL ILLNESS
3803 N FAIRFAX DR SUITE 100
ARLINGTON
,
VA
22203
N/A
PUBLIC CHARITY
SUPPORT MENTAL HEALTH PROGRAMS
300
NATL CONFERENCE OF COMMUNITY & JUSTICE
820A PROSPECT HILL RD
WINDSOR
,
CT
06095
N/A
PUBLIC CHARITY
SUPPORT FOR INCLUSION AND ACCEPTANCE THROUGH EDUCATION AND ADVOCACY
1,500
NATURE CONSERVANCY
PO BOX 65
KEENE VALLEY
,
NY
12943
N/A
PUBLIC CHARITY
SUPPORT LAND AND WATER CONSERVATION
500
NEW HAMPSHIRE SPCA
104 PORTSMOUTH AVE
STRATHAM
,
NH
03885
N/A
PUBLIC CHARITY
SUPPORT ANIMAL RESCUE AND PROTECTION
500
NEWMAN CATHOLIC CENTER
471 NORTH PLEASANT STREET
AMHERST
,
MA
01002
N/A
PUBLIC CHARITY
SUPPORT WORSHIP AND SERVICES TO THE UMASS AMHERST CAMPUS
750
NICOLE CANUSO DANCE COMPANY
913 FEDERAL STREET
PHILADELPHIA
,
PA
19147
N/A
PUBLIC CHARITY
ARTS IN EDUCATION
1,000
NORTH COUNTRY LIFE FLIGHT
P O BOX 994
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
EMERGENCY MEDIVAC SERVICES
1,500
NORTHWOOD SCHOOL
P O BOX 1070
LAKE PLACID
,
NY
12946
N/A
PRIVATE EDUCATION IN
SUPPORT EDUCATION
126,200
PARTNERS IN HEALTH
P O BOX 845578
BOSTON
,
MA
02284
N/A
PUBLIC CHARITY
MEDICAL CARE FOR THE UNDER PRIVILEGED
1,000
PENDRAGON THEATRE
148 RIVER STREET
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
PROMOTE AND SUPPORT COMMUNITY THEATRE
5,100
PHILADELPHIA YOUNG PLAYWRIGHTS
1219 VINE STREET FLOOR 3
PHILADELPHIA
,
PA
19107
N/A
PUBLIC CHARITY
SUPPORT EDUCATION
1,000
PHILLIPS EXETER ACADEMY
20 MAIN STREET
EXETER
,
NH
038332460
N/A
PRIVATE EDUCATION IN
SUPPORT EDUCATIONAL PROGRAMS
1,450
PIG IRON THEATRE COMPANY
P O BOX 17275
PHILADELPHIA
,
PA
19105
N/A
PUBLIC CHARITY
ARTS IN EDUCATION
3,500
PORTSMOUTH MUSIC & ARTS CENTER
973 ISLINGTON STREET
PORTSMOUTH
,
NH
03801
N/A
PUBLIC CHARITY
PROMOTION OF THE ARTS
20,000
REGIONAL FOOD BANK OF NORTHEASTERN NY
965 ALBANY-SHAKER ROAD
LATHAM
,
NY
121101409
N/A
PUBLIC CHARITY
FEED THE HUNGRY AND HOMELESS
1,000
RICE PUBLIC LIBRARY
8 WENTWORTH ST
KITTERY
,
ME
03904
N/A
PUBLIC CHARITY
SUPPORT PUBLIC LIBRARY
500
SAN-CAP CONSERVATION FOUNDATION
P O BOX 839
SANIBEL
,
FL
339570839
N/A
PUBLIC CHARITY
PRESERVE THE QUALITY OF THE WATER WAY
2,000
SARANAC LAKE CIVIC CENTER INC
P O BOX 1040
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
COMMUNITY RECREATIONAL FACILITY
600
SARANAC LAKE FREE LIBRARY
109 MAIN STREET
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
SUPPORT PUBLIC LIBRARY
750
SARANAC LAKE ROTARY FOUNDATION
P O BOX 628
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
TO ACQUIRE AND PROVIDE RESOURCES TO NON-PROFIT ORGANIZATIONS AND MUNICIPALITIES FOR CHARITABLE WORK, EDUCATIONAL PROJECTS AND PUBLIC IMPROVEMENTS.
500
SARANAC LAKE VOLUNTEER FIRE COMPANY INC
P O BOX 509
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
SUPPORT LOCAL FIRE SERVICES
500
SARANAC LAKE VOLUNTEER RESCUE SQUAD INC
PO BOX 431
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
LOCAL RESCUE AND EMT SERVICES
500
SEACOAST SCIENCE CENTER
570 OCEAN BLVD
RYE
,
NH
03870
N/A
PUBLIC CHARITY
OCEAN EDUCATION
1,600
SOUTHEAST LAND TRUST OF NH
12 CENTER STREET 2ND FLOOR
EXETER
,
NH
03833
N/A
PUBLIC CHARITY
STEWARDSHIP AND PROTECTION OF LAND
1,000
ST MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
2304 PERIWINKLE WAY
SANIBEL
,
FL
33957
N/A
CHURCH
MINISTRY
2,500
SWARTHMORE COLLEGE
1219 VINE STREET FLOOR 3
SWARTHMORE
,
PA
19081
N/A
PRIVATE EDUCATION IN
SUPPORT EDUCATION
7,000
TAHIRIN JUSTICE CENTER
6402 ARLINGTON BLVD STE 300
FALLS CHURCH
,
VA
22042
N/A
PUBLIC CHARITY
SUPPORT SERVICES FOR THE PROTECTION OF VICTIMS OF GENDER-BASED VIOLENCE
2,500
THE MAYHEW PROGRAM
P O BOX 120
BRISTOL
,
NH
03222
N/A
PUBLIC CHARITY
CHALLENGES AND HELPS AT-RISK NEW HAMPSHIRE BOYS TO BELIEVE IN THEMSELVES, WORK WELL WITH OTHERS AND FIND THEIR BEST.
450
THE SIERRA CLUB FOUNDATION
2101 WEBSTER ST SUITE 1250
OAKLAND
,
CA
94612
N/A
PUBLIC CHARITY
SUPPORT AND PROTECT ENVIRONMENTAL RESOURCES AND WILD PLACES
2,000
TRI-LAKES HUMANE SOCIETY
P O BOX 1111
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
SUPPORT THE LOCAL ANIMAL SHELTER
1,500
TRUDEAU INSTITUTE
P O BOX 59
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
PROMOTE SCIENTIFIC RESEARCH
5,000
TUFTS UNIVERSITY
274 TREMONT STREET
BOSTON
,
MA
02111
N/A
PRIVATE EDUCATION IN
SUPPORT OF EDUCATION
300
UNICEF USA
125 MAIDEN LANE
NEW YORK
,
NY
10038
N/A
PUBLIC CHARITY
SUPPORT FOR THE WORK FOR SURVIVAL, PROTECTION & DEVELOPMENT OF CHILDREN
300
UPPER SARANAC LAKE FOUNDATION INC
P O BOX 564
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
INSURE WATER QUALITY OF UPPER SARANAC LAKE
12,500
USO
P O BOX 96860
WASHINGTON
,
DC
200777677
N/A
PUBLIC CHARITY
SUPPORT US TROOPS
1,000
VARIOUS CHARITIES (250 OR LESS EACH)
PO BOX 1356
SARANAC LAKE
,
NY
12983
N/A
PUBLIC CHARITY
MISCELLANEOUS ORGANIZED CHARITIES
2,900
VIBRANT EMOTIONAL HEALTH
50 BROADWAY FL 19
NEW YORK
,
NY
10004
N/A
PUBLIC CHARITY
SUPPORT SUICIDE PREVENTION PROGRAMS
300
WOMEN FOR WOMEN INTL
PO BOX 9224
CENTRAL ISLIP
,
NY
11722
N/A
PUBLIC CHARITY
SUPPORT FOR ORGANIZATION PROVIDING PRACTICAL AND MORAL SUPPORT TO WOMEN SURVIVORS OF WAR
1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300
JACKSONVILLE
,
FL
32256
N/A
PUBLIC CHARITY
SUPPORT FOR VETERANS AND SERVICE MEMBERS WHO INCURRED PHYSICAL OR MENTAL INJURY, ILLNESS OR WOUND WHILE SERVING IN THE MILITARY ON OR AFTER 9/11/2001
1,500
Total
.................................
3a
368,875
b
Approved for future payment
Total
.................................
3b
0
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
140
4
Dividends and interest from securities
....
14
66,681
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
1,210
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
ENTERPRISE PRODUCTS PARTNERS L P
41
-48
b
PLAINS ALL AMERICAN PIPELINE, L. P.
41
-8,821
c
FROG LANE CORP
41
-380
d
RACQUETTE FLOW CORP
41
580
e
MISC INCOME(DONATION CK NOT CASHED)
01
2,500
12
Subtotal. Add columns (b), (d), and (e)
..
0
61,862
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
61,862
(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