-
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
THE BROOKS FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
CO UE LLC 325 COLUMBIA TPKE NO
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FLORHAM PARK
,
NJ
07932
A Employer identification number
22-3761279
B
Telephone number (see instructions)
(973) 408-6700
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)
$
3,725,668
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)
1,300
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
37,946
37,946
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
-83,877
b
Gross sales price for all assets on line 6a
1,307,401
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
8,411
8,411
12
Total.
Add lines 1 through 11
........
-36,220
46,357
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)
.......
1,500
0
1,500
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
4,150
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
74,174
39,420
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
79,824
39,420
1,500
25
Contributions, gifts, grants paid
.......
199,123
199,123
26
Total expenses and disbursements.
Add lines 24 and 25
278,947
39,420
200,623
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-315,167
b
Net investment income
(if negative, enter -0-)
6,937
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
140,253
56,354
56,354
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)
.......
2,002,295
1,857,761
3,668,673
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
217
641
641
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
2,142,765
1,914,756
3,725,668
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
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
........
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
2,142,765
1,914,756
29
Total net assets or fund balances
(see instructions)
.....
2,142,765
1,914,756
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,142,765
1,914,756
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
2,142,765
2
Enter amount from Part I, line 27a
.....................
2
-315,167
3
Other increases not included in line 2 (itemize)
3
87,158
4
Add lines 1, 2, and 3
..........................
4
1,914,756
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
1,914,756
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
ANTERO MIDSTREAM CORP - 11,056.394 SHS
P
2019-12-31
b
DOMINION ENERGY INC COM - 2,990.040 SHS
P
2019-12-31
c
DOMINION ENERGY MIDSTRM PRTNRS - 6,000.000 SHS
P
2018-08-31
2019-01-28
d
EQM MIDSTREAM CORPORATION - 2,400.000 SHS
P
2018-07-30
2019-02-15
e
EQUITRANS MIDSTREAM CORPORATION - 9,000.000 SHS
P
2019-02-15
2019-07-11
ANTERO MIDSTREAM CORP - 7,600.000 SHS
P
2018-04-25
2019-12-31
DOMINION ENERGY MIDSTRM PRTNRS - 6,000.000 SHS
P
2017-03-16
2019-01-28
EQM MIDSTREAM PARTNERS LP - 4,600.000 SHS
P
2019-02-15
ONEOK INC COM - 2,000.000 SHS
P
2015-05-12
2019-12-31
ANTERO MIDSTREAM PARTNERS - 3,200.000 SHS
P
2018-01-17
2019-03-13
(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
95,793
143,991
-48,198
b
231,665
204,454
27,211
c
102,227
123,603
-21,376
d
103,246
113,646
-10,400
e
172,616
175,638
-3,022
86,180
124,554
-38,374
102,227
123,603
-21,376
197,888
217,821
-19,933
139,612
77,196
62,416
75,947
86,772
-10,825
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
-48,198
b
27,211
c
-21,376
d
-10,400
e
-3,022
-38,374
-21,376
-19,933
62,416
-10,825
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
-83,877
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
211,927
4,181,791
0.050679
2017
191,180
4,550,617
0.042012
2016
276,612
4,005,340
0.069061
2015
324,621
5,479,321
0.059245
2014
275,795
6,714,408
0.041075
2
Total
of line 1, column (d)
.....................
2
0.262072
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
0.052414
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
3,830,547
5
Multiply line 4 by line 3
......................
5
200,774
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
69
7
Add lines 5 and 6
........................
7
200,843
8
Enter qualifying distributions from Part XII, line 4
,.............
8
200,623
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
139
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
139
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
139
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
5,157
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
5,157
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
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
5,018
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
5,018
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)
WY
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
UNTRACHT EARLY
Telephone no.
(973) 408-6700
Located at
325 COLUMBIA TURNPIKE SUITE 202
FLORHAM PARK
NJ
ZIP+4
07932
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
T ANTHONY BROOKS
TRUSTEE
2.00
0
0
0
C/O UNTRACHT EARLY 325 COLUMBIA
TPKE
FLORHAM PARK
,
NJ
07932
LINDA LEITH BROOKS
TRUSTEE
2.00
0
0
0
C/O UNTRACHT EARLY 325 COLUMBIA
TPKE
FLORHAM PARK
,
NJ
07932
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
154,170
c
Fair market value of all other assets (see instructions)
................
1c
3,734,710
d
Total
(add lines 1a, b, and c)
.........................
1d
3,888,880
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
3,888,880
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
58,333
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
3,830,547
6
Minimum investment return.
Enter 5% of line 5
..................
6
191,527
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
191,527
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
139
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
139
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
191,388
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
191,388
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
191,388
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
200,623
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
200,623
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
200,623
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
191,388
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
199,383
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
200,623
a
Applied to 2018, but not more than line 2a
199,383
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
.....
1,240
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
..........
190,148
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
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
T ANTHONY BROOKS
LINDA LEITH BROOKS
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
AMERICAN CANCER SOCIETY
PO BOX 22718
OKLAHOMA CITY
,
OK
73123
NONE
PUBLIC
GENERAL UNRESTRICTED
1,500
ALZHEIMER DRUG DISCOVERY FOUNDATION
57 WEST 57TH STREET SUITE 904
NEW YORK
,
NY
10019
NONE
PUBLIC
GENERAL UNRESTRICTED
500
AMERICAN HEART ASSOCIATION
10900B STONELAKE BLVD STE 320
AUSTIN
,
TX
78759
NONE
PUBLIC
GENERAL UNRESTRICTED
2,000
AMERICAN PRAIRIE RESERVE
PO BOX 908
BOZEMAN
,
MT
59771
NONE
PUBLIC
GENERAL UNRESTRICTED
500
AMIABLE INCORPORATED
3809 HARTNETT BLVD
ISLE OF PALMS
,
SC
29451
NONE
PUBLIC
GENERAL UNRESTRICTED
250
BOYS TOWN
PO BOX 6000
BOYS TOWN
,
NE
68010
NONE
PUBLIC
GENERAL UNRESTRICTED
250
BUYING TIME
6 MARTIN BUTLER COURT
RYE
,
NY
10580
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
BIG BLACKFOOT CHAPTER OF MONTANA TROUT UNLIMITED
PO BOX 1
OVANDO
,
MT
59854
NONE
PUBLIC
GENERAL UNRESTRICTED
250
CARVER CENTER
400 WESTCHESTER AVE
PORT CHESTER
,
NY
10573
NONE
PUBLIC
GENERAL UNRESTRICTED
2,000
BRUNSWICK PARENTS ASSOCIATION
100 MAHER AVENUE
GREENWICH
,
CT
06830
NONE
PUBLIC
GENERAL UNRESTRICTED
3,000
CLIMB WYOMING
1001 W 31ST STREET
CHEYENNE
,
WY
82001
NONE
PUBLIC
GENERAL UNRESTRICTED
250
COMMUNITY FOUNDATION OF JACKSON HOLE
PO BOX 574
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
29,550
COMPASS FAMILY SERVICES
49 POWELL STREET 3RD FLOOR
SAN FRANCISCO
,
CA
94102
NONE
PUBLIC
GENERAL UNRESTRICTED
2,500
COVENANT HOUSE
5 PENN PLAZA
NEW YORK
,
NY
10001
NONE
PUBLIC
GENERAL UNRESTRICTED
7,500
CUESA
ONE FERRY BUILDING 50
SAN FRANCISCO
,
CA
94111
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
DAWN REDWOODS CHARITABLE TRUST
ONE BLACKFIELD DRIVE SUITE 331
TIBURON
,
CA
94920
NONE
PUBLIC
GENERAL UNRESTRICTED
250
DEFENDERS OF WILDLIFE
1130 17TH STREET NW
WASHINGTON
,
DC
20036
NONE
PUBLIC
GENERAL UNRESTRICTED
700
DOCTORS WITHOUT BORDERS
333 7TH AVENUE
NEW YORK
,
NY
10001
NONE
PUBLIC
GENERAL UNRESTRICTED
250
DUCKS UNLIMITED
ONE WATERFOWL WAY
MEMPHIS
,
TN
38120
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
EAST HARLEM SCHOOL AT EXODUS HOUSE
309 EAST 103RD ST
NEW YORK
,
NY
10029
NONE
PUBLIC
GENERAL UNRESTRICTED
2,000
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVENUE NW
WASHINGTON
,
DC
20009
NONE
PUBLIC
GENERAL UNRESTRICTED
250
EPISCOPAL RELIEF & DEVELOPMENT
815 SECOND AVENUE
NEW YORK
,
NY
10017
NONE
PUBLIC
GENERAL UNRESTRCITED
1,000
FIVER CHILDREN'S FOUNDATION
519 EIGHTH AVENUE 24TH FLOOR
NEW YORK
,
NY
10018
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
MANHATTAN COUNCIL - BOY SCOUTS OF AMERICA
475 RIVERSIDE DRIVE SUITE 600
NEW YORK
,
NY
10115
NONE
PUBLIC
GENERAL UNRESTRICTED
400
MIDLAND SCHOOL PTO
300 ROCHELLE AVENUE
ROCHELLE PARK
,
NJ
07662
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
GEORGE W BUSH PRESIDENTIAL CENTER
2943 SMU BOULEVARD
DALLAS
,
TX
75205
NONE
PUBLIC
GENERAL UNRESTRICTED
200
GOOD SAMARITAN MISSION
285 W PEARL ST PO BOX 1218
JACKSON HOLE
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
ONE22 RESOURCE CENTER
170 GLENWOOD ST
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
5,000
GRAND TETON NATIONAL PARK FOUNDATION
115 E PEARL AVE 201
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
1,500
GREENWICH ACADEMY ANNUAL FUND
200 NORTH MAPLE AVENUE
GREENWICH
,
CT
06830
NONE
PUBLIC
GENERAL UNRESTRICTED
500
HACKERS FOR HOPE
PO BOX 545
NEW CANAAN
,
CT
06840
NONE
PUBLIC
GENERAL UNRESTRICTED
1,750
HOLE FOOD RESCUE
1524 MARTIN LN
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
2,500
ISHA
PO BOX 1064
MANCHESTER CENTER
,
VT
05255
NONE
PUBLIC
GENERAL UNRESTRICTED
250
JACKSON HOLE COMMUNITY HOUSING TRUST
110 E BROADWAY AVE
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
500
JACKSON HOLE COMMUNITY SCHOOL
PO BOX 6787
JACKSON
,
WY
83002
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
PAWS OF JACKSON HOLE
320 E BROADWAY SUITE 2B
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
500
JACKSON HOLE LAND TRUST
690 S HWY 89 SUITE 101 PO BOX 2897
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
700
JACKSON HOLE THERAPEUTIC RIDING ASSOCIATION
PO BOX 415
TETON VILLAGE
,
WY
83025
NONE
PUBLIC
GENERAL UNRESTRICTED
250
SQUASH HAVEN
70 TOWER PKWY
NEW HAVEN
,
CT
06511
NONE
PUBLIC
GENERAL UNRESTRICTED
250
KATHERINE DELMAR BURKE SCHOOL
7070 CALIFORNIA ST
SAN FRANCISCO
,
CA
94121
NONE
PUBLIC
GENERAL UNRESTRICTED
17,500
KENT SCHOOL ANNUAL FUND
PO BOX 2006
KENT
,
CT
06757
NONE
PUBLIC
GENERAL UNRESTRCITED
1,000
KING ANNUAL FUND
19303 FREMONT AVENUE NORTH
SEATTLE
,
WA
98133
NONE
PUBLIC
GENERAL UNRESTRICTED
500
LA COCINA
2948 FOLSOM STREET
SAN FRANCISCO
,
CA
94110
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
LYNCHBURG COLLEGE
1501 LAKESIDE DRIVE
LYNCHBURG
,
VA
24501
NONE
PUBLIC
GENERAL UNRESTRICTED
2,000
MAINE MARITIME MUSEUM
243 WASHINGTON ST
BATH
,
ME
04530
NONE
PUBLIC
GENERAL UNRESTRICTED
500
MAINE PUBLIC RADIO
1450 LISBON STREET
LEWISTON
,
ME
04240
NONE
PUBLIC
GENERAL UNRESTRICTED
500
MD ANDERSON CANCER CENTER
150 PARK AVE
FLORHAM PARK
,
NJ
07932
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
MEMORIAL SLOAN KETTERING
1275 YORK AVE
NEW YORK
,
NY
10065
NONE
PUBLIC
GENERAL UNRESTRICTED
500
NATIONAL MUSEUM OF WILDLIFE ART
2820 RUNGIUS ROAD
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
107
ONE LOVE
119 PONDFIELD ROAD PO BOX 368
BRONXVILLE
,
NY
10708
NONE
PUBLIC
GENERAL UNRESTRICTED
5,000
PART OF THE SOLUTION
2759 WEBSTER AVE
BRONX
,
NY
10458
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
PROCTOR ACADEMY
204 MAIN ST
ANDOVER
,
NH
03216
NONE
PUBLIC
GENERAL UNRESTRICTED
10,000
PROTECT OUR WINTERS
4676 BROADWAY STREET
BOULDER
,
CO
80304
NONE
PUBLIC
GENERAL UNRESTRICTED
5,000
SAVE THE REDWOODS
111 SUTTER STREET 11TH FLOOR
SAN FRANCISCO
,
CA
94104
NONE
PUBLIC
GENERAL UNRESTRICTED
2,500
RYE COUNTRY DAY SCHOOL ANNUAL FUND
3 CEDAR ST
RYE
,
NY
10580
NONE
PUBLIC
GENERAL UNRESTRICTED
250
SAN FRANCISCO PARKS ALLIANCE
1074 FOLSOM STREET
SAN FRANCISCO
,
CA
94103
NONE
PUBLIC
GENERAL UNRESTRICTED
5,000
ST JOHN'S EPISCOPAL CHURCH
PO BOX 1690
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
3,250
ST JOHN'S HOSPITAL FOUNDATION
555 EAST BROADWAY SUITE 213
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
550
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS
,
TN
38105
NONE
PUBLIC
GENERAL UNRESTRICTED
2,000
TAFT SCHOOL
110 WOODBURY RD
WATERTOWN
,
CT
06795
NONE
PUBLIC
GENERAL UNRESTRICTED
10,000
TETON SCIENCE SCHOOL
700 COYOTE CANYON RD
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
2,500
TETON YOUTH & FAMILY SERVICES
510 S CACHE ST
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
5,000
THE GREENWICH SPANISH SCHOOL
6 RIVERSIDE AVE 109
RIVERSIDE
,
CT
06878
NONE
PUBLIC
GENERAL UNRESTRICTED
250
THE WILLIAM F BUCKLEY PROGRAM AT YALE
234 CHURCH STREET 7TH FLOOR
NEW HAVEN
,
CT
06510
NONE
PUBLIC
GENERAL UNRESTRICTED
1,250
TOWN SCHOOL FOR BOYS
2750 JACKSON ST
SAN FRANCISCO
,
CA
94115
NONE
PUBLIC
GENERAL UNRESTRICTED
5,000
WYOMING TROUT UNLIMITED
PO BOX 22182
CHEYENNE
,
WY
82003
NONE
PUBLIC
GENERAL UNRESTRICTED
1,500
TRUST FOR PUBLIC LAND
101 MONTGOMERY STREET SUITE 900
SAN FRANCISCO
,
CA
94104
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
TRUSTEES FOR ALASKA
1026 W 4TH AVE SUITE 201
ANCHORAGE
,
AK
99501
NONE
PUBLIC
GENERAL UNRESTRICTED
250
US SKI & SNOWBOARD TEAM FOUNDATION
1 VICTORY LANE BOX 100
PARK CITY
,
UT
84060
NONE
PUBLIC
GENERAL UNRESTRICTED
250
USGA
77 LIBERTY CORNER RD
LIBERTY CORNER
,
NJ
07938
NONE
PUBLIC
GENERAL UNRESTRICTED
86
VETERANS OF FOREIGN WARS
GRAND TETON POST NO 4274 PO BOX 671
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
500
WOUNDED WARRIOR PROJECT
7020 AC SKINNER PKWY SUITE 100
JACKSONVILLE
,
FL
32256
NONE
PUBLIC
GENERAL UNRESTRICTED
250
WYOMING OUTDOOR COUNCIL
262 LINCOLN STREET
LANDER
,
WY
82520
NONE
PUBLIC
GENERAL UNRESTRICTED
500
WYOMING PUBLIC MEDIA
1000 E UNIVERSITY AVE
LARAMIE
,
WY
82071
NONE
PUBLIC
GENERAL UNRESTRICTED
4,700
YALE UNIVERSITY
PO BOX 2038
NEW HAVEN
,
CT
06521
NONE
PUBLIC
GENERAL UNRESTRICTED
3,500
ANIMAL ADOPTION CENTER
270 EAST BROADWAY
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
250
ASPCA
520 EIGHTH AVENUE 7TH FLOOR
NEW YORK
,
NY
10018
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS RD
SAUSALITO
,
CA
94965
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
COASTAL RIVERS
PO BOX 333
DAMARISCOTTA
,
ME
04543
NONE
PUBLIC
GENERAL UNRESTRICTED
250
COMMUNITY SAFETY NETWORK
PO BOX 1328
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
250
DEMARILLAC ACADEMY
175 GOLDEN GATE AVE
SAN FRANCISCO
,
CA
94102
NONE
PUBLIC
GENERAL UNRESTRICTED
1,000
JACKSON HOLE CHILDREN'S MUSEUM
174 N KING STREETK PO BOX 995
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
5,000
LCRC LAND CONSERVATION CORP
PO BOX 826
DAMARISCOTTA
,
ME
04543
NONE
PUBLIC
GENERAL UNRESTRICTED
450
SUSAN G KOMEN
13770 NOEL ROAD SUITE 801889
DALLAS
,
TX
75380
NONE
PUBLIC
GENERAL UNRESTRICTED
250
TETON COUNTY LIBRARY FOUNDATION
125 VIRGINIAN LANE PO BOX 1629
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
130
TETON COUNTY SEARCH & RESCUE
300 SOUTH BATCH PLANT RD
JACKSON
,
WY
83001
GENERAL UNRESTRICTED
250
TETON PINES COUNTRY CLUB
245 EAST SIMPSON AVENUE PO BOX 574
JACKSON
,
WY
83001
NONE
PUBLIC
GENERAL UNRESTRICTED
500
TETON RAPTOR CENTER
PO BOX 1805
WILSON
,
WY
83014
NONE
PUBLIC
GENERAL UNRESTRICTED
900
THE NOLS FUND
284 LINCOLN ST
LANDER
,
WY
82520
NONE
PUBLIC
GENERAL UNRESTRICTED
10,000
THE TEDDY MALONEY FOUNDATION
425 OLD HICKORY RD
FAIRFIELD
,
CT
06824
NONE
PUBLIC
GENERAL UNRESTRICTED
200
UNITED NEGRO COLLEGE FUND
1805 7TH STREET NW
WASHINGTON
,
DC
20001
NONE
PUBLIC
GENERAL UNRESTRICTED
250
USOPF
27 S TEJON ST
COLORADO SPRINGS
,
CO
80903
NONE
PUBLIC
GENERAL UNRESTRICTED
250
WYOFILE
PO BOX 1099
LANDER
,
WY
82520
NONE
PUBLIC
GENERAL UNRESTRICTED
450
WYOMING STOCK GROWERS LAND TRUST
113 E 20TH ST
CHEYENNE
,
WY
82001
NONE
PUBLIC
GENERAL UNRESTRICTED
250
SMART
1061 MARKET STREET MEZZANINE
SAN FRANCISCO
,
CA
94103
NONE
PUBLIC
GENERAL UNRESTRICTED
5,000
Total
.................................
3a
199,123
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
...........
4
Dividends and interest from securities
....
14
37,946
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
.....
14
8,411
8
Gain or (loss) from sales of assets other than
inventory
............
18
-83,877
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
-37,520
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
-37,520
(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