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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
IM DENA & CHRIS MOORE FAMILY FDN
Number and street (or P.O. box number if mail is not delivered to street address)
P O BOX 40200 FL9-300-01-16
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE
,
FL
322030200
A Employer identification number
26-1526353
B
Telephone number (see instructions)
(877) 446-1410
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)
$
1,751,157
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
38,390
38,261
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
15,321
b
Gross sales price for all assets on line 6a
392,500
7
Capital gain net income (from Part IV, line 2)
...
15,321
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
4,427
12
Total.
Add lines 1 through 11
........
58,138
53,582
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
1,045
627
0
418
c
Other professional fees (attach schedule)
....
13,212
13,212
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
948
948
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
120
120
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
15,325
14,787
0
538
25
Contributions, gifts, grants paid
.......
75,000
75,000
26
Total expenses and disbursements.
Add lines 24 and 25
90,325
14,787
0
75,538
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-32,187
b
Net investment income
(if negative, enter -0-)
38,795
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
32,191
136,986
136,986
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
1,554,165
1,416,159
1,614,171
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)
..........
0
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,586,356
1,553,145
1,751,157
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
1,586,356
1,553,145
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
1,586,356
1,553,145
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,586,356
1,553,145
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
1,586,356
2
Enter amount from Part I, line 27a
.....................
2
-32,187
3
Other increases not included in line 2 (itemize)
3
263
4
Add lines 1, 2, and 3
..........................
4
1,554,432
5
Decreases not included in line 2 (itemize)
5
1,287
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,553,145
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
15. ABBOTT LABORATORIES
2017-03-31
2019-03-13
b
3. ABBOTT LABORATORIES
2017-03-31
2019-06-28
c
7. ABBOTT LABORATORIES
2017-03-31
2019-12-18
d
3. ABBVIE INC COM
2018-03-20
2019-06-28
e
2. ABBVIE INC COM
2018-03-20
2019-12-18
3. ADOBE SYS INC
2017-03-31
2019-05-30
1. ADOBE SYS INC
2017-03-31
2019-06-28
1. ADOBE SYS INC
2017-03-31
2019-12-18
4. AGILENT TECHNOLOGIES INC
2017-03-31
2019-06-28
11. AGILENT TECHNOLOGIES INC
2017-03-31
2019-09-05
3. AGILENT TECHNOLOGIES INC
2017-03-31
2019-12-18
1. AIR PRODUCTS AND CHEMICALS INC
2018-01-31
2019-05-30
1. AIR PRODUCTS AND CHEMICALS INC
2017-03-31
2019-06-28
1. AIR PRODUCTS AND CHEMICALS INC
2017-03-31
2019-12-18
1. ALLSTATE CORPORATION
2018-03-29
2019-05-30
2. ALLSTATE CORPORATION
2017-03-31
2019-05-30
16. ALLSTATE CORPORATION
2017-03-31
2019-09-05
24. ALLSTATE CORPORATION
2017-03-31
2019-12-18
2. ALPHABET INC CL C COM
2018-09-11
2019-03-13
1. ALPHABET INC CL C COM
2017-08-15
2019-03-13
2. AMERICAN EXPRESS CO
2018-12-06
2019-05-30
2. AMERICAN EXPRESS CO
2019-09-05
2019-12-18
2. AMERICAN WTR WKS CO INC NEW COM
2017-03-31
2019-05-30
1. AMERICAN WTR WKS CO INC NEW COM
2017-03-31
2019-06-28
3. AMERICAN WTR WKS CO INC NEW COM
2017-03-31
2019-12-18
1. AMGEN INC COM
2018-03-29
2019-01-31
2. AMGEN INC COM
2017-08-15
2019-09-05
1. APPLE INC COM
2017-03-31
2019-05-30
2. APPLE INC COM
2017-03-31
2019-06-28
2. APPLE INC COM
2017-03-31
2019-09-05
4. APPLE INC COM
2017-03-31
2019-12-18
3. APPLIED MATERIALS INCORPORATED
2018-03-29
2019-05-30
2. APPLIED MATERIALS INCORPORATED
2017-12-13
2019-05-30
1. AUTODESK INC (DEL)
2018-06-21
2019-06-28
10. AUTODESK INC (DEL)
2018-06-21
2019-09-05
7. AUTOMATIC DATA PROCESSING INC
2017-03-31
2019-05-30
1. AUTOMATIC DATA PROCESSING INC
2017-03-31
2019-06-28
2. AUTOMATIC DATA PROCESSING INC
2017-03-31
2019-12-18
3. BALL CORP
2017-03-31
2019-12-18
2. BAXTER INTERNATIONAL INC
2019-09-05
2019-12-18
3. BEST BUY INCORPORATED
2018-12-06
2019-12-18
5. BIOGEN IDEC INC
2017-03-31
2019-09-05
1. BLACKROCK INC CL A
2018-01-31
2019-06-28
1. BLACKROCK INC CL A
2017-12-13
2019-06-28
2181.505 BLACKROCK HIGH YIELD BOND PORTFOLIO INSTL CL
2018-06-21
2019-01-31
68.078 BLACKROCK HIGH YIELD BOND PORTFOLIO INSTL CL
2018-06-21
2019-05-30
44.022 BLACKROCK HIGH YIELD BOND PORTFOLIO INSTL CL
2018-07-20
2019-09-05
9. BOEING CO
2019-03-13
2019-05-30
1. BOEING CO
2019-03-13
2019-05-30
2. BRISTOL MYERS SQUIBB CO COM
2018-03-20
2019-06-28
31. BRISTOL MYERS SQUIBB CO COM
2018-03-20
2019-09-05
1. BRISTOL MYERS SQUIBB CO COM
2018-03-29
2019-09-05
1. CBRE GROUP INC CL A COM
2018-01-31
2019-05-30
26. CBRE GROUP INC CL A COM
2017-03-31
2019-05-30
9. CBRE GROUP INC CL A COM
2017-03-31
2019-05-30
2. CBRE GROUP INC CL A COM
2017-03-31
2019-06-28
5. CBRE GROUP INC CL A COM
2017-03-31
2019-12-18
1. CIGNA CORP NEW COM
2017-03-31
2019-01-31
2. CIGNA CORP NEW COM
2017-03-31
2019-12-18
2. CVS CAREMARK CORP COM
2017-03-31
2019-06-28
4. CVS CAREMARK CORP COM
2017-03-31
2019-12-18
2. CATERPILLAR INCORPORATED
2017-12-13
2019-09-05
20. CELGENE CORP
2018-06-21
2019-03-13
9. CELGENE CORP
2018-12-31
2019-03-13
6. CISCO SYSTEMS INCORPORATED
2017-03-31
2019-05-30
4. CISCO SYSTEMS INCORPORATED
2017-03-31
2019-09-05
5. CISCO SYSTEMS INCORPORATED
2017-03-31
2019-12-18
1. CITIGROUP INC NEW COM
2018-03-29
2019-05-30
2. CITIGROUP INC NEW COM
2017-03-31
2019-05-30
3. CITIGROUP INC NEW COM
2017-03-31
2019-06-28
7. CITIGROUP INC NEW COM
2017-03-31
2019-12-18
3. COLGATE PALMOLIVE CO
2017-03-31
2019-05-30
3. COLGATE PALMOLIVE CO
2017-03-31
2019-12-18
3. COMCAST CORP NEW CL A COM
2019-03-13
2019-06-28
9. COMCAST CORP NEW CL A COM
2019-03-13
2019-12-18
4029.268 CRA QUALIFIED INVESTMENT FUND INSTL CL
2017-03-31
2019-01-31
117.316 CRA QUALIFIED INVESTMENT FUND INSTL CL
2017-03-31
2019-05-30
70.059 CRA QUALIFIED INVESTMENT FUND INSTL CL
2019-06-28
2019-09-05
3. CONOCOPHILLIPS COM
2018-01-31
2019-05-30
2. CONOCOPHILLIPS COM
2017-03-31
2019-05-30
4. CONOCOPHILLIPS COM
2017-03-31
2019-09-05
4. CONOCOPHILLIPS COM
2017-03-31
2019-12-18
2. CONSOLIDATED EDISON INC
2018-09-11
2019-06-28
1. DEERE & COMPANY
2019-01-31
2019-05-30
649.159 DELAWARE SMALL CAP CORE FUND CL R6
2018-06-21
2019-12-18
166.068 DELAWARE SMALL CAP CORE FUND CL I
2018-06-21
2019-03-13
8.883 DELAWARE SMALL CAP CORE FUND CL I
2018-06-21
2019-06-28
136.742 DELAWARE SMALL CAP CORE FUND CL I
2018-06-21
2019-06-28
14. DISNEY WALT CO
2017-03-31
2019-03-13
1. DISNEY WALT CO
2017-03-31
2019-06-28
1. DISNEY WALT CO
2017-03-31
2019-09-05
3. DISNEY WALT CO
2017-03-31
2019-12-18
1069.475 DOMINI INTL SOCIAL EQUITY FUND INSTL CL
2018-09-11
2019-01-31
5296.622 DOMINI INTL SOCIAL EQUITY FUND INSTL CL
2017-03-31
2019-01-31
4538.607 DOMINI INTL SOCIAL EQUITY FUND INSTL CL
2017-03-31
2019-06-28
39.074 DOMINI INTL SOCIAL EQUITY FUND INSTL CL
2017-03-31
2019-06-28
1622.594 DOMINI INTL SOCIAL EQUITY FUND INSTL CL
2017-03-31
2019-12-18
5. ECOLAB INCORPORATED
2017-03-31
2019-05-30
2. ECOLAB INCORPORATED
2017-03-31
2019-12-18
1. EDWARDS LIFESCIENCES CORP
2018-12-31
2019-06-28
4. EQUINIX INC REITS
2018-03-20
2019-05-30
3. EXPEDITORS INTL WASH INC
2018-12-06
2019-12-18
3. FACEBOOK INC CL A COM
2019-03-13
2019-12-18
5. GENERAL MILLS INC
2018-03-20
2019-06-28
4. GENERAL MILLS INC
2018-03-20
2019-12-18
5. GILEAD SCIENCES INC
2019-03-13
2019-12-18
1. GRAINGER W W INCORPORATED
2019-09-05
2019-12-18
68. HP INC COM
2018-06-21
2019-03-13
1. HARTFORD FINANCIAL SVCS GRP
2018-03-29
2019-03-13
32. HARTFORD FINANCIAL SVCS GRP
2017-03-31
2019-03-13
2. HARTFORD FINANCIAL SVCS GRP
2017-03-31
2019-06-28
60. HARTFORD FINANCIAL SVCS GRP
2017-03-31
2019-09-05
87.72 HARTFORD MUT FDS II INC SCHRODERS EMERGING MKTS
2018-06-21
2019-06-28
166.311 HARTFORD MUT FDS II INC SCHRODERS EMERGING MKTS
2019-03-13
2019-06-28
879.873 HARTFORD MUT FDS II INC SCHRODERS EMERGING MKTS
2019-01-31
2019-06-28
340.333 HARTFORD MUT FDS II INC SCHRODERS EMERGING MKTS
2018-09-11
2019-06-28
308.532 HARTFORD MUT FDS II INC SCHRODERS EMERGING MKTS
2019-05-30
2019-06-28
688.185 HARTFORD MUT FDS II INC SCHRODERS EMERGING MKTS
2017-03-31
2019-06-28
146.44 HARTFORD MUT FDS II INC SCHRODERS EMERGING MKTS
2019-09-05
2019-12-18
227.871 HARTFORD MUT FDS II INC SCHRODERS EMERGING MKTS
2017-03-31
2019-12-18
1. HASBRO INC
2017-09-26
2019-06-28
2. HASBRO INC
2017-09-26
2019-12-18
3. HESS CORP COM
2017-03-31
2019-06-28
1. HOME DEPOT INC
2018-03-29
2019-03-13
1. HOME DEPOT INC
2017-03-31
2019-03-13
8. HOME DEPOT INC
2017-03-31
2019-09-05
2. HOME DEPOT INC
2017-03-31
2019-12-18
1. HUMANA INC
2018-06-21
2019-12-18
5. INTEL CORPORATION
2017-03-31
2019-06-28
6. INTEL CORPORATION
2017-03-31
2019-12-18
1. INTERNATIONAL BUSINESS MACHS
2017-12-13
2019-06-28
1. INTERNATIONAL FLAVORS & FRAGRANCES COM
2018-12-31
2019-12-18
1. INTUIT INC
2019-03-13
2019-12-18
205. ISHARES RUSSELL MID-CAP ETF
2018-01-31
2019-01-31
71. ISHARES RUSSELL MID-CAP ETF
2018-01-31
2019-03-13
87. ISHARES RUSSELL MID-CAP ETF
2018-01-31
2019-06-28
5. ISHARES RUSSELL MID-CAP ETF
2018-01-31
2019-09-05
3. ISHARES RUSSELL MID-CAP ETF
2018-12-06
2019-09-05
115. ISHARES RUSSELL MID-CAP ETF
2018-12-06
2019-12-18
50. ISHARES RUSSELL MID-CAP ETF
2017-03-31
2019-12-18
11. ISHARES MSCI USA ESG SELECT ETF
2018-01-31
2019-01-31
28. ISHARES MSCI USA ESG SELECT ETF
2018-01-31
2019-03-13
13. ISHARES MSCI USA ESG SELECT ETF
2019-06-28
2019-09-05
74. ISHARES MSCI USA ESG SELECT ETF
2019-06-28
2019-12-18
1. J P MORGAN CHASE & CO COM
2018-03-29
2019-05-30
2. J P MORGAN CHASE & CO COM
2017-03-31
2019-05-30
1. J P MORGAN CHASE & CO COM
2017-03-31
2019-06-28
3. J P MORGAN CHASE & CO COM
2017-03-31
2019-09-05
4. J P MORGAN CHASE & CO COM
2017-03-31
2019-12-18
1. KIMBERLY CLARK CORP COM
2017-03-31
2019-06-28
2. KIMBERLY CLARK CORP COM
2017-03-31
2019-12-18
1. ESTEE LAUDER COMPANIES CL A
2018-06-21
2019-06-28
2. ESTEE LAUDER COMPANIES CL A
2018-06-21
2019-12-18
2. LILLY ELI & COMPANY
2017-03-31
2019-06-28
21. LILLY ELI & COMPANY
2017-03-31
2019-09-05
4. LILLY ELI & COMPANY
2018-03-29
2019-09-05
2. LOWES COMPANIES INCORPORATED
2018-09-11
2019-06-28
2. LOWES COMPANIES INCORPORATED
2018-09-11
2019-12-18
5. MARATHON PETE CORP COM
2018-03-20
2019-12-18
1. MASTERCARD INC CL A COM
2018-03-20
2019-06-28
1. MASTERCARD INC CL A COM
2019-09-05
2019-12-18
3. MERCK & CO INC NEW COM
2017-03-31
2019-05-30
2. MERCK & CO INC NEW COM
2017-03-31
2019-09-05
5. MERCK & CO INC NEW COM
2017-03-31
2019-12-18
1. MICROSOFT CORPORATION
2018-03-29
2019-05-30
3. MICROSOFT CORPORATION
2017-03-31
2019-05-30
3. MICROSOFT CORPORATION
2017-03-31
2019-06-28
2. MICROSOFT CORPORATION
2017-03-31
2019-09-05
7. MICROSOFT CORPORATION
2017-03-31
2019-12-18
5. MORGAN STANLEY DEAN WITTER DISCOVER & CO
2019-09-05
2019-12-18
1. NEXTERA ENERGY INC COM
2017-03-31
2019-01-31
1. NEXTERA ENERGY INC COM
2017-03-31
2019-06-28
1. NEXTERA ENERGY INC COM
2017-03-31
2019-09-05
1. NEXTERA ENERGY INC COM
2017-03-31
2019-12-18
3. NIKE INC CL B
2018-09-11
2019-01-31
9. NIKE INC CL B
2018-09-11
2019-05-30
20. NIKE INC CL B
2018-09-11
2019-09-05
12. NIKE INC CL B
2018-09-11
2019-12-18
70. ORACLE SYS CORP
2017-03-31
2019-03-13
2. PNC BK CORP
2018-03-29
2019-05-30
2. PNC BK CORP
2018-09-11
2019-12-18
1. PVH CORP COM
2018-03-29
2019-06-28
1. PVH CORP COM
2018-03-29
2019-12-18
1. PVH CORP COM
2018-03-20
2019-12-18
2. PEPSICO INCORPORATED
2017-03-31
2019-01-31
2. PEPSICO INCORPORATED
2017-03-31
2019-09-05
2. PEPSICO INCORPORATED
2017-03-31
2019-12-18
3. PHILLIPS 66 COM
2018-09-11
2019-12-18
2. PRICE T ROWE GROUP INC COM
2019-03-13
2019-09-05
2. PROCTER & GAMBLE CO COM
2017-03-31
2019-05-30
2. PROCTER & GAMBLE CO COM
2017-03-31
2019-09-05
2. PROCTER & GAMBLE CO COM
2017-03-31
2019-12-18
2. PROLOGIS INC REITS
2019-05-30
2019-06-28
2. PROLOGIS INC REITS
2019-05-30
2019-12-18
3. PRUDENTIAL FINL INC COM
2018-06-21
2019-06-28
2. PRUDENTIAL FINL INC COM
2018-06-21
2019-12-18
2. ROCKWELL INTL CORP
2017-12-13
2019-05-30
2. S&P GLOBAL INC COM
2018-09-11
2019-06-28
5. SALESFORCE.COM INC COMMON
2017-03-31
2019-03-13
1. SALESFORCE.COM INC COMMON
2017-03-31
2019-06-28
1. SALESFORCE.COM INC COMMON
2017-03-31
2019-09-05
3. SALESFORCE.COM INC COMMON
2017-03-31
2019-12-18
4. SCHLUMBERGER LTD COM
2017-09-26
2019-06-28
52. SCHLUMBERGER LTD COM
2017-09-26
2019-12-18
5. SCHLUMBERGER LTD COM
2018-03-29
2019-12-18
1. SOUTHWEST AIRLINES COMPANY
2018-03-29
2019-03-13
34. SOUTHWEST AIRLINES COMPANY
2017-03-31
2019-03-13
2. STARBUCKS CORP COM
2019-09-05
2019-12-18
4. STATE STREET CORP
2017-03-31
2019-06-28
3. STATE STREET CORP
2017-03-31
2019-12-18
573.163 TIAA-CREF SOCIAL CHOICE BD FUND INSTL CL
2017-03-31
2019-05-30
302.42 TIAA-CREF SOCIAL CHOICE BD FUND INSTL CL
2019-06-28
2019-09-05
294.551 TIAA-CREF SOCIAL CHOICE BD FUND INSTL CL
2017-03-31
2019-09-05
2. TJX COMPANIES INCORPORATED NEW
2018-01-31
2019-06-28
3. TJX COMPANIES INCORPORATED NEW
2017-03-31
2019-06-28
6. TJX COMPANIES INCORPORATED NEW
2017-03-31
2019-12-18
1. TARGET CORP
2018-03-29
2019-06-28
1. TARGET CORP
2017-03-31
2019-06-28
13. TARGET CORP
2017-03-31
2019-12-18
2. TEXAS INSTRS INC
2017-03-31
2019-06-28
2. TEXAS INSTRS INC
2017-03-31
2019-12-18
1. 3M CO COM
2018-03-29
2019-01-31
1. 3M CO COM
2017-03-31
2019-06-28
24. 3M CO COM
2017-03-31
2019-09-05
1. TIFFANY & COMPANY NEW
2017-03-31
2019-06-28
14. TIFFANY & COMPANY NEW
2017-03-31
2019-12-18
22. UNITED TECHNOLOGIES CORP
2018-03-20
2019-03-13
1. UNITED TECHNOLOGIES CORP
2018-03-29
2019-03-13
1. VALERO ENERGY CORP - NEW
2018-03-20
2019-06-28
3. VALERO ENERGY CORP - NEW
2018-03-20
2019-12-18
26. VANGUARD TOTAL INTL BOND INDEX FUND ETF
2019-03-13
2019-05-30
11. VANGUARD TOTAL INTL BOND INDEX FUND ETF
2019-01-31
2019-05-30
17. VANGUARD TOTAL INTL BOND INDEX FUND ETF
2019-06-28
2019-09-05
22. VANGUARD TOTAL INTL BOND INDEX FUND ETF
2019-01-31
2019-09-05
4. VERIZON COMMUNICATIONS
2018-12-06
2019-05-30
4. VERIZON COMMUNICATIONS
2018-12-06
2019-09-05
2. VISA INC CL A COM
2019-09-05
2019-12-18
1. WELLTOWER INC REITS
2019-05-30
2019-06-28
2. XYLEM INC COM
2019-05-30
2019-06-28
2. ZOETIS INC CL A COM
2018-09-11
2019-06-28
2. ZOETIS INC CL A COM
2018-09-11
2019-12-18
1. ACCENTURE PLC CL A COM
2017-12-13
2019-01-31
2. ACCENTURE PLC CL A COM
2017-12-13
2019-12-18
1. EATON CORP PLC COM
2018-03-29
2019-06-28
2. EATON CORP PLC COM
2017-03-31
2019-06-28
4. EATON CORP PLC COM
2017-03-31
2019-12-18
2. INGERSOLL-RAND CO LTD COM
2017-12-13
2019-05-30
8. INGERSOLL-RAND CO LTD COM
2017-12-13
2019-09-05
2. JOHNSON CONTROLS INTL PLC COM
2018-06-21
2019-06-28
5. JOHNSON CONTROLS INTL PLC COM
2018-06-21
2019-12-18
3. MEDTRONIC PLC COM
2017-03-31
2019-05-30
2. MEDTRONIC PLC COM
2017-03-31
2019-09-05
5. MEDTRONIC PLC COM
2017-03-31
2019-12-18
1. APTIV PLC COM
2018-06-21
2019-06-28
2. APTIV PLC COM
2018-06-21
2019-12-18
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,173
670
503
b
250
134
116
c
609
313
296
d
215
339
-124
e
178
226
-48
820
392
428
294
131
163
326
131
195
295
213
82
804
584
220
250
159
91
204
169
35
224
136
88
233
136
97
96
95
1
192
163
29
1,674
1,306
368
2,623
1,959
664
2,397
2,323
74
1,199
922
277
234
212
22
249
243
6
225
155
70
115
78
37
362
233
129
187
171
16
415
342
73
179
144
35
397
288
109
424
288
136
1,120
576
544
121
164
-43
80
102
-22
166
139
27
1,471
1,386
85
1,128
717
411
165
102
63
338
205
133
192
111
81
166
176
-10
262
183
79
1,119
1,350
-231
468
565
-97
468
517
-49
16,209
16,732
-523
512
522
-10
339
343
-4
3,149
3,402
-253
351
378
-27
90
132
-42
1,505
2,051
-546
49
63
-14
46
46
1,204
901
303
421
312
109
102
69
33
296
173
123
201
147
54
397
294
103
110
156
-46
293
313
-20
246
295
-49
1,721
1,588
133
774
566
208
321
203
118
194
135
59
232
169
63
65
68
-3
129
121
8
210
181
29
545
423
122
211
220
-9
203
220
-17
126
119
7
393
357
36
41,663
42,388
-725
1,234
1,234
749
741
8
179
176
3
120
99
21
214
197
17
255
197
58
175
161
14
143
164
-21
15,677
17,270
-1,593
3,675
4,412
-737
202
236
-34
3,107
3,633
-526
1,603
1,587
16
139
113
26
139
113
26
440
340
100
8,128
8,887
-759
40,254
42,585
-2,331
36,082
36,490
-408
311
314
-3
12,981
13,046
-65
914
628
286
373
251
122
185
152
33
1,946
1,655
291
230
222
8
608
520
88
263
250
13
212
200
12
329
328
1
330
277
53
1,299
1,596
-297
49
52
-3
1,553
1,536
17
111
96
15
3,606
2,880
726
1,374
1,369
5
2,604
2,546
58
13,779
13,400
379
5,330
5,010
320
4,832
4,495
337
10,777
9,222
1,555
2,469
2,246
223
3,842
3,053
789
106
97
9
205
194
11
190
145
45
184
176
8
184
147
37
1,822
1,176
646
437
294
143
369
297
72
240
180
60
343
216
127
139
155
-16
120
133
-13
262
252
10
10,519
11,109
-590
3,807
3,848
-41
4,848
4,715
133
279
271
8
168
150
18
6,770
5,751
1,019
2,943
2,346
597
1,222
1,293
-71
3,274
3,292
-18
1,602
1,579
23
9,793
8,988
805
109
109
217
176
41
112
88
24
339
264
75
553
353
200
134
132
2
270
264
6
182
153
29
408
306
102
221
170
51
2,410
1,781
629
459
310
149
200
226
-26
240
226
14
306
358
-52
262
183
79
297
292
5
238
190
48
172
127
45
446
317
129
125
90
35
376
198
178
400
198
202
279
132
147
1,082
461
621
255
214
41
177
129
48
204
129
75
220
129
91
239
129
110
244
249
-5
715
747
-32
1,759
1,661
98
1,201
997
204
3,720
3,138
582
261
301
-40
319
285
34
94
152
-58
106
152
-46
106
145
-39
224
224
275
224
51
272
224
48
339
337
2
229
201
28
210
180
30
246
180
66
249
180
69
159
148
11
174
148
26
301
290
11
190
193
-3
310
384
-74
456
417
39
796
414
382
150
83
67
153
83
70
487
248
239
158
277
-119
2,047
3,603
-1,556
197
318
-121
51
57
-6
1,734
1,829
-95
176
191
-15
225
322
-97
239
241
-2
5,949
5,835
114
3,251
3,178
73
3,166
2,999
167
106
81
25
159
119
40
364
239
125
86
69
17
86
56
30
1,667
722
945
232
162
70
253
162
91
200
218
-18
174
192
-18
3,948
4,606
-658
93
95
-2
1,871
1,336
535
2,776
2,812
-36
126
125
1
85
96
-11
283
288
-5
1,465
1,437
28
620
603
17
999
975
24
1,293
1,207
86
228
230
-2
234
230
4
372
370
2
82
80
2
166
148
18
226
177
49
255
177
78
153
152
1
410
303
107
83
76
7
167
137
30
374
269
105
239
173
66
969
693
276
82
70
12
202
174
28
280
243
37
216
162
54
569
405
164
82
97
-15
194
195
-1
3,029
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
503
b
116
c
296
d
-124
e
-48
428
163
195
82
220
91
35
88
97
1
29
368
664
74
277
22
6
70
37
129
16
73
35
109
136
544
-43
-22
27
85
411
63
133
81
-10
79
-231
-97
-49
-523
-10
-4
-253
-27
-42
-546
-14
303
109
33
123
54
103
-46
-20
-49
133
208
118
59
63
-3
8
29
122
-9
-17
7
36
-725
8
3
21
17
58
14
-21
-1,593
-737
-34
-526
16
26
26
100
-759
-2,331
-408
-3
-65
286
122
33
291
8
88
13
12
1
53
-297
-3
17
15
726
5
58
379
320
337
1,555
223
789
9
11
45
8
37
646
143
72
60
127
-16
-13
10
-590
-41
133
8
18
1,019
597
-71
-18
23
805
41
24
75
200
2
6
29
102
51
629
149
-26
14
-52
79
5
48
45
129
35
178
202
147
621
41
48
75
91
110
-5
-32
98
204
582
-40
34
-58
-46
-39
51
48
2
28
30
66
69
11
26
11
-3
-74
39
382
67
70
239
-119
-1,556
-121
-6
-95
-15
-97
-2
114
73
167
25
40
125
17
30
945
70
91
-18
-18
-658
-2
535
-36
1
-11
-5
28
17
24
86
-2
4
2
2
18
49
78
1
107
7
30
105
66
276
12
28
37
54
164
-15
-1
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
15,321
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
73,074
1,673,623
0.043662
2017
73,020
1,664,232
0.043876
2016
74,499
1,462,077
0.050954
2015
73,570
1,520,647
0.048381
2014
72,395
1,335,893
0.054192
2
Total
of line 1, column (d)
.....................
2
0.241065
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
0.048213
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,659,488
5
Multiply line 4 by line 3
......................
5
80,009
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
388
7
Add lines 5 and 6
........................
7
80,397
8
Enter qualifying distributions from Part XII, line 4
,.............
8
75,538
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
776
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
776
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
776
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
1,492
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
1,492
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
716
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
716
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
VA
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
14
The books are in care of
BANK OF AMERICA NA
Telephone no.
(877) 446-1410
Located at
PO BOX 40200 FL9-300-01-16
JACKSONVILLE
FL
ZIP+4
32203
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
CHRISTOPHER J MOORE
PRESIDENT/SEC'Y
2
0
406 SAINT CHRISTOPHERS ROAD
RICHMOND
,
VA
232262724
DENA F MOORE
VP/TREASURER
2
0
406 SAINT CHRISTOPHERS ROAD
RICHMOND
,
VA
232262724
BENJAMIN C MOORE
DIRECTOR
2
0
406 SAINT CHRISTOPHERS ROAD
RICHMOND
,
VA
232262724
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
1,602,019
b
Average of monthly cash balances
.......................
1b
82,740
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,684,759
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
1,684,759
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
25,271
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,659,488
6
Minimum investment return.
Enter 5% of line 5
..................
6
82,974
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
82,974
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
776
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
776
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
82,198
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
82,198
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
82,198
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
75,538
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
75,538
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
75,538
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
82,198
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
......
10,536
b
From 2015
......
0
c
From 2016
......
1,877
d
From 2017
......
0
e
From 2018
......
0
f
Total
of lines 3a through e
........
12,413
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
75,538
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
.....
75,538
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
6,660
6,660
(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
5,753
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)
...
3,876
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,877
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
1,877
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SEE ATTACHED APPLICATIONGUIDELINES
SEE ATTACHED
SEE ATTACHED
,
VA
23261
(202) 442-7460
moorefoundation@verizon.net
b
The form in which applications should be submitted and information and materials they should include:
SEE ATTACHED APPLICATION/GUIDELINES
c
Any submission deadlines:
SEE ATTACHED APPLICATION/GUIDELINES
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED APPLICATION/GUIDELINES
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
UNIVERSITY OF VIRGINIA
PO BOX 400807
CHARLOTTESVILLE
,
VA
22904
N/A
PC
UNRESTRICTED GENERAL
10,000
UNIVERSITY OF NC CHAPEL
HILL
208 WEST FRANKLIN ST
CHAPEL HILL
,
NC
27599
N/A
PC
UNRESTRICTED GENERAL
10,000
VIRGINIA COMMONWEALTH UNIVERSITY
821 W FRANKLIN
RICHMOND
,
VA
23284
N/A
PC
UNRESTRICTED GENERAL
5,000
ST JAMES'S CHILDREN'S
CENTER
1205 WEST FRANKLIN ST
RICHMOND
,
VA
23220
N/A
PC
UNRESTRICTED GENERAL
5,000
PETER PAUL DEVELOPMENT
CENTER
1719 NORTH 22ND ST
RICHMOND
,
VA
23223
N/A
PC
PROVIDE FUNDS FOR DEBT
10,000
VIRGINIA SUPPORTIVE
HOUSING
5008 MONUMENT RD 200
RICHMOND
,
VA
23230
N/A
PC
UNRESTRICTED GENERAL
5,000
CHILDSAVERS
200 NORTH 22ND ST
RICHMOND
,
VA
23223
N/A
PC
UNRESTRICTED GENERAL
5,000
COMMUNITIES IN SCHOOLS
2922 W MARSHALL ST STE 2
RICHMOND
,
VA
23230
N/A
PC
UNRESTRICTED GENERAL
2,500
CARITAS
PO BOX 25790
RICHMOND
,
VA
23260
N/A
PC
UNRESTRICTED GENERAL
10,000
RICHMOND SPCA
2519 HERMITAGE RD
RICHMOND
,
VA
23220
N/A
PC
UNRESTRICTED GENERAL
2,500
JAMES RIVER ASSOCIATION
4833 OLD MAIN ST
RICHMOND
,
VA
23231
N/A
PC
UNRESTRICTED GENERAL
2,500
MASSEY CANCER CENTER
401 COLLEGE ST
RICHMOND
,
VA
23298
N/A
PC
UNRESTRICTED GENERAL
5,000
SPORTABLE
1365 OVERBROOK RD
RICHMOND
,
VA
23220
N/A
PC
UNRESTRICTED GENERAL
2,500
Total
.................................
3a
75,000
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
38,390
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
15,321
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
EXCISE TAX REFUND
1
4,427
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
58,138
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
58,138
(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