-
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
05-01-2019
, and ending
04-30-2020
Name of foundation
THE RUTH AND HAL LAUNDERS CHARITABLE
TRUST
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 546
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HERNDON
,
VA
201720546
A Employer identification number
02-0703907
B
Telephone number (see instructions)
(703) 497-9200
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)
$
44,925,146
J
Accounting method:
Cash
Accrual
Other (specify)
Modified Cash
(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
14,912
14,912
4
Dividends and interest from securities
...
453,293
453,293
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
247,417
b
Gross sales price for all assets on line 6a
4,277,886
7
Capital gain net income (from Part IV, line 2)
...
247,417
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)
.......
16,607
16,607
12
Total.
Add lines 1 through 11
........
732,229
732,229
13
Compensation of officers, directors, trustees, etc.
395,000
197,500
197,500
14
Other employee salaries and wages
......
57,236
28,618
28,618
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
45,102
37,010
8,092
b
Accounting fees (attach schedule)
.......
25,251
12,626
12,625
c
Other professional fees (attach schedule)
....
364,633
354,199
10,434
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
524,014
522,583
1,431
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
44,259
22,130
22,129
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
327,169
296,593
30,576
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,782,664
1,471,259
311,405
25
Contributions, gifts, grants paid
.......
1,132,692
1,132,692
26
Total expenses and disbursements.
Add lines 24 and 25
2,915,356
1,471,259
1,444,097
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,183,127
b
Net investment income
(if negative, enter -0-)
0
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
.............
22,272
929
929
2
Savings and temporary cash investments
.........
593,082
304,411
304,411
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)
.......
10,830,943
9,570,468
9,067,910
c
Investments—corporate bonds (attach schedule)
.......
5,120,092
4,200,534
4,287,553
11
Investments—land, buildings, and equipment: basis
25,263,249
Less: accumulated depreciation (attach schedule)
24,889,009
25,263,249
25,263,249
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
6,849,822
6,780,893
5,994,068
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
9,633
7,026
7,026
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
48,314,853
46,127,510
44,925,146
17
Accounts payable and accrued expenses
..........
3,105
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
3,105
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
48,314,853
46,124,405
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
........
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)
.....
48,314,853
46,124,405
30
Total liabilities and net assets/fund balances
(see instructions)
.
48,314,853
46,127,510
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
48,314,853
2
Enter amount from Part I, line 27a
.....................
2
-2,183,127
3
Other increases not included in line 2 (itemize)
3
40,200
4
Add lines 1, 2, and 3
..........................
4
46,171,926
5
Decreases not included in line 2 (itemize)
5
47,521
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
46,124,405
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
PUBLICLY TRADED, MARKETABLE SECURITIES
P
b
c
d
e
(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
4,277,886
4,030,469
247,417
b
c
d
e
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
247,417
b
c
d
e
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
247,417
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
1,352,426
20,044,855
0.067470
2017
956,764
12,332,669
0.077580
2016
788,567
14,451,919
0.054565
2015
885,353
19,204,415
0.046102
2014
1,104,710
22,135,736
0.049906
2
Total
of line 1, column (d)
.....................
2
0.295623
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
0.059125
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
23,492,175
5
Multiply line 4 by line 3
......................
5
1,388,975
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
1,388,975
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,444,097
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
0
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
0
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
0
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
34,500
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
34,500
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
34,500
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
34,500
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
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
Yes
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
RHLCT.ORG
14
The books are in care of
JEFFREY J FAIRFIELD EXECUTIVE DIR
Telephone no.
(703) 437-9200
Located at
459 HERNDON PARKWAY SUITE 14
HERNDON
VA
ZIP+4
201706222
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
REBECCA F FEHRS
CO-TRUSTEE
5.00
30,000
0
0
125 SABAL RIDGE TRAIL
PONTE VEDRA
,
FL
32081
JEROME L LONNES
CO-TRUSTEE, TREASURER
3.00
30,000
0
0
2300 CEDARFIELD PARKWAY APT 441
RICHMOND
,
VA
23233
EUGENIE W MAINE
CO-TRUSTEE
6.00
30,000
0
0
368 GOOSEBERRY ROAD
WAKEFIELD
,
RI
02879
JOHN H WEBB
CO-TRUSTEE
3.00
30,000
0
0
1099 OCEAN BOULEVARD APT 101-S
BOCA RATON
,
FL
33432
CATHERINE P WHELAN
CO-TRUSTEE, CHAIRMAN OF THE BOARD
6.00
30,000
0
0
530 OLD POST ROAD 3
GREENWICH
,
CT
06830
JEFFREY J FAIRFIELD
EXECUTIVE DIRECTOR & SECRETARY
40.00
245,000
0
17,266
459 HERNDON PARKWAY SUITE 14
HERNDON
,
VA
20170
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
PENNONI ASSOCIATES INC
CIVIL ENGINEERING SERVICES
605,793
13880 DULLES CORNER LANE SUITE 100
HERNDON
,
VA
20171
HUNTON ANDREWS KURTH LLP
LEGAL SERVICES
105,288
2200 PENNSYLVANIA AVENUE NW
WASHINGTON
,
DC
20037
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
22,356,766
b
Average of monthly cash balances
.......................
1b
1,034,185
c
Fair market value of all other assets (see instructions)
................
1c
458,973
d
Total
(add lines 1a, b, and c)
.........................
1d
23,849,924
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
23,849,924
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
357,749
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
23,492,175
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,174,609
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,174,609
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,174,609
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,174,609
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
1,174,609
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,444,097
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
1,444,097
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
1,444,097
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,174,609
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
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
58,684
e
From 2018
......
431,917
f
Total
of lines 3a through e
........
490,601
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,444,097
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
.....
1,174,609
e
Remaining amount distributed out of corpus
269,488
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
760,089
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
760,089
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
58,684
d
Excess from 2018
....
431,917
e
Excess from 2019
....
269,488
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AID TO VICTIMS OF DOMESTIC ABUSE
PO BOX 6161
DAYTONA BEACH
,
FL
334826161
PC
THIS GRANT IS FOR GENERAL OPERATING SUPPORT IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE. FUNDING WILL ASSIST IN PROVIDING LIFESAVING SERVICES TO VICTIMS OF DOMESTIC ABUSE AND THEIR CHILDREN.
10,000
AID TO VICTIMS OF DOMESTIC ABUSE
PO BOX 6161
DAYTONA BEACH
,
FL
334826161
PC
THIS GRANT WILL PROVIDE ADDITIONAL COVID19 PANDEMIC RELIEF TO AVDA IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSE OF PROVIDING LIFESAVING SERVICES TO VICTIMS OF DOMESTIC ABUSE AND THEIR CHILDREN.
5,000
ALPHA-OMEGA MIRACLE HOME
1797 OLD MOULTRIE RD STE 107
ST AUGUSTINE
,
FL
32084
PC
AOMH PROVIDES SHELTER SUPPORT AND HOPE TO SENIOR WOMEN AND TO SINGLE MOTHERS AND THEIR CHILDREN WHILE FOCUSING ON GUIDING INDIVIDUALS FROM HOMELESSNESS TO SELF SUFFIENCY.
10,000
ALPHA-OMEGA MIRACLE HOME
1797 OLD MOULTRIE RD STE 107
ST AUGUSTINE
,
FL
32084
PC
THIS GRANT PROVIDES ADDITIONAL FUNDING FOR COVID19 PANDEMIC RELIEF.
10,000
APPLIED BEHAVIOR REHABILITATION INSTITUTE DBA HOMES FOR THE BRAVE
655 PARK AVENUE
BRIDGEPORT
,
CT
06604
PC
THE PURPOSE OF THIS GRANT IS TO PROVIDE HOUSING AND SERVICES NEEDED TO HELP HOMELESS INDIVIDUALS RETURN TO A PRODUCTIVE AND MEANINGFUL LIFE WITH AN EMPHASIS ON VETERANS.
25,000
ARLINGTON THRIVE INC
PO BOX 7429
ARLINGTON
,
VA
22207
PC
THIS GRANT WILL BE USED FOR GENERAL OPERATING SUPPORT IN FURTHERANCE OF THE ORGANIZATIONS EXEMPT CHARITABLE PURPOSE WHICH IS TO PROVIDE SAME-DAY EMERGENCY FINANCIAL ASSISTANCE TO ARLINGTON COUNTY RESIDENTS WHO ARE FACING A SHORT-TERM CRISIS.
7,500
ARLINGTON THRIVE INC
PO BOX 7429
ARLINGTON
,
VA
22207
PC
THIS GRANT WILL PROVIDE ADDITIONAL COVID19 PANDEMIC FUNDING TO BE USED FOR GENERAL OPERATING EXPENSES TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO ARLINGTON COUNTY RESIDENTS WHO ARE FACING A SHORT-TERM CRISIS.
5,000
AUTISM SOCIETY OF TEXAS
300 E HIGHLAND BLVD STE 205
AUSTIN
,
TX
78752
PC
AST WORKS TO IMPROVE THE QUALITY OF LIFE FOR ALL TEXANS WITH AUTISM BY OFFERING SUPPORT, SERVICES, PROGRAMS AND EDUCATION TO PEOPLE IMPACTED BY AUTISM AND THEIR FAMILIES.
10,000
BLESSED UNREST THEATRE INC
530 WEST 45TH STREET 4G
NEW YORK
,
NY
10036
PC
THIS GRANT WILL BE USED FOR GENERAL OPERATING SUPPORT FOR OUR CURRENT YEAR OF ARTISTIC PROGRAMMING, WHICH INCLUDES TRADITIONAL, ORIGINAL AND NEW WORKS FOR THE STAGE.
7,500
BOCA HELPING HANDS INC
1500 NW 1ST COURT
BOCA RATON
,
FL
33432
PC
BBH SERVES THE ECONOMICALLY CHALLENGED POPULATION AND PROVIDES FOOD, MEDICAL, EDUCATION, JOB TRAINING, AND FINANCIAL ASSISTANCE TO MEET BASIC NEEDS.
15,000
BOCA HELPING HANDS INC
1500 NW 1ST COURT
BOCA RATON
,
FL
33432
PC
FUNDS WILL PROVIDE ADDITIONAL COVID19 PANDEMIC RELIEF IN SERVING THE ECONOMICALLY CHALLENGED POPULATION BY PROVIDING FOOD, MEDICAL, EDUCATION, JOB TRAINING, AND FINANCIAL ASSISTANCE TO MEET BASIC NEEDS.
10,000
BON SECOURS HOSPICE
1133 OLD BON AIR ROAD
RICHMOND
,
VA
23235
PC
THIS GRANT WILL SUPPORT THE HOSPICE CARE TEAMS WHICH PROVIDE HOLISTIC CARE TO THE HOSPICE PATIENTS AND FAMILIES IN THE RICHMOND AREA.
50,000
BRIGHTFOCUS FOUNDATION
22512 GATEWAY CENTER DR
CLARKSBURG
,
MD
20871
PC
FUNDING WILL BE USED TO SUPPORT THE STUDIES OF FIRST-RATE RESEARCHERS AND EDUCATIONAL INITIATIVES FOCUSED ON TREATING AND ASSISTING PERSONS WITH MACULAR DEGENERATION.
5,000
CARLETON COLLEGE
ONE N COLLEGE ST
NORTHFIELD
,
MN
550574001
PC
THE GRANT WILL SUPPORT THE PHILOSOPHY DEPARTMENT TO PROVIDE OPPORTUNITIES FOR PHILOSOPHY MAJORS TO PRESENT ORIGINAL RESEARCH AT CONFERENCES, AND HELP FUND STUDENTS' REGISTRATION AND TRAVEL FOR CONFERENCES.
2,500
CASA VERDE HOME OF HOPE INC
20 WILLIAM STREET APT B
MOUNT VERNON
,
NY
105522833
PC
THE GRANT WILL BE USED FOR THE GENERAL OPERATION OF THE CHARITY. THE DONATION WILL GO TO THE OPERATION OF THE HOUSE IN COLOMBIA TO PAY FOR FOOD, CLOTHING, MEDICAL, EDUCATIONAL EXPENSES, AND OTHER NEEDS OF THE CHILDREN.
5,000
CENTER FOR CHILDREN'S ADVOCACY INC
65 ELIZABETH STREET
HARTFORD
,
CT
06105
PC
THE GRANT WILL FUND THE ARNOLD RUTKIN SCHOLARS FUND AND SUPPORT PROVISIONS OF INTENSIVE LEGAL ADVOCACY FOR CLIENTS.
7,500
CENTER FOR DISASTER PHILANTHROPY
ONE THOMAS CIRCLE NW STE 700
WASHINGTON
,
DC
20009
PC
THIS GRANT WILL PROVIDE INTERNATIONAL DISASTER RELIEF SPECIFICALLY FOR THE RECOVERY EFFORTS IN AUSTRALIA AFTER THE DEVASTATING BUSHFIRES.
35,000
COMMONWEALTH PUBLIC BROADCASTING
23 SESAME STREET
RICHMOND
,
VA
23235
PC
THE GREATEST SOURCE OF OPERATING SUPPORT FOR THE STATION IS RECEIVED THROUGH MEMBER DONATIONS. THIS GRANT WILL ENABLE THE STATION TO OFFER CHALLENGE GRANTS THAT MATCH GIFTS FROM LISTENERS DURING OUR PLEDGE DRIVES.
10,000
COMMUNITY CHILD CARE OF DELRAY BEACH
555 NW 4TH STREET
DELRAY BEACH
,
FL
33444
PC
FUNDS WILL BE USED FOR GENERAL OPERATIONS IN FURTHERANCE OF OUR CHARITABLE PURPOSE. WE PROVIDE AFFORDABLE, HIGH-QUALITY EARLY LEARNING PROGRAMS FOR 120 YOUNG CHILDREN, OUT-OF-SCHOOL PROGRAMMING FOR 680 SCHOOL-AGE CHILDREN , AND FAMILY SUPPORT SERVICES.
10,000
COMMUNITY CHILD CARE OF DELRAY BEACH
555 NW 4TH STREET
DELRAY BEACH
,
FL
33444
PC
FUNDS WILL PROVIDE ADDITIONAL ASSISTANCE WITH COVID19 PANDEMIC RELIEF FOR GENERAL OPERATIONS IN PROVIDING AFFORDABLE, HIGH-QUALITY EARLY LEARNING PROGRAMS, OUT-OF-SCHOOL PROGRAMMING, AND FAMILY SUPPORT SERVICES.
10,000
COMMUNITY HOSPICE OF NORTHEAST FLORIDA
4266 SUNBEAM RD
JACKSONVILLE
,
FL
32257
PC
FUNDS ARE USED FOR UNCOMPENSATED CARE AND UNFUNDED PROGRAMS OF COMMUNITY HOSPICE & PALLIATIVE CARE HELPING PATIENTS AND THEIR FAMILIES TO LIVE BETTER WITH ADVANCED ILLNESS.
25,000
CONSERVATION LAW FOUNDATION
55 DORRANCE STREET
PROVIDENCE
,
RI
02903
PC
THE GRANT WILL SUPPORT OUR GROWING FARM AND FOOD WORK IN RHODE ISLAND PROVIDING PRO BONO LEGAL SERVICES AND EDUCATIONAL WORKSHOPS TO FOOD ENTREPENEURS, LOCAL FARMERS, AND ORGANIZATIONS THAT SUPPORT THEM.
15,000
CORNERSTONES
11150 SUNSET HILLS RD STE 210
RESTON
,
VA
20190
PC
THIS WILL SUPPORT THE OPERATIONS OF CORNERSTONES WHICH HELPS FAMILIES AND INDIVIDUALS OBTAIN AND MAINTAIN HOUSING STABILITY AND TACKLES THE PROBLEM OF HOMELESSNESS.
15,000
CORNERSTONES
11150 SUNSET HILLS RD STE 210
RESTON
,
VA
20190
PC
THIS GRANT IS RESTRICTED TO UNDERWRITING THE OPERATING EXPENSES OF THE EMBRY RUCKER COMMUNITY SHELTER IN RESTON VA WHICH IS A 70-BED RESIDENTAL SHELTER FOR THE HOMELESS.
25,000
COUNTY OF FAIRFAX VIRGINIA
FBO FAIRFAX COUNTY PARK AUTHORITY
12055 GOVERNMENT CENTER PARKWAY
FAIRFAX
,
VA
22035
GOV
VOLUNTARY PROFFERED ZONING CONDITION CONTRIBUTION TO THE FAIRFAX COUNTY PARK AUTHORITY FOR THE DEVELOPMENT OR IMPROVEMENT OF ACTIVE RECREATIONAL PARKS IN THE HERNDON AREA OF THE DRANESVILLE MAGISTERIAL DISTRICT
375,000
CYSTIC FIBROSIS FOUNDATION
220 NORTH MAIN STREET SUITE 104
NATICK
,
MA
01760
PC
THE MISSION OF THE FOUNDATION IS TO CURE CYSTIC FIBROSIS AND TO PROVIDE ALL PEOPLE WITH THE DISEASE THE OPPORTUNITY TO LEAD FULL, PRODUCTIVE LIVES BY FUNDING RESEARCH AND DRUG DEVELOPMENT, PROMOTING TREATMENT AND ENSURING ACCESS TO HIGH-QUALITY CARE.
5,000
DOLLYWOOD FOUNDATION
2700 DOLLYWOOD PARKS BLVD
PIGEON FORGE
,
TN
37863
PC
THIS GRANT WILL BE USED TO MAINTAIN AND CONTINUE TO EXPAND OUR EXISTING PROGRAM TO REACH EVERY ELIGIBLE CHILD IN THE HERNDON 20170 AND 20171 ZIP CODE AREAS.
35,000
DOORWAYS FOR WOMEN AND FAMILIES
PO BOX 100185
ARLINGTON
,
VA
22210
PC
THIS GRANT IS TO SUPPORT OUR GENERAL OPERATIONS IN FURTHERANCE OF OUR MISSION TO CREATE PATHWAYS OUT OF HOMELESSNESS, DOMESTIC VIOLENCE AND SEXUAL ASSAULT LEADING TO SAFE, STABLE AND EMPOWERED LIVES.
10,000
EDUCATION TELEVISION FUND INC
182 SOUND BEACH AVE PO BOX 116
OLD GREENWICH
,
CT
06870
PC
THIS FUND WAS CREATED TO AS A PROGRAM FOR YOUNG JOURNALISTS TO CONTRIBUTE TO THE INDUSTRY. THE GRANT WILL SUPPORT TEEN KIDS NEWS AND ENABLING VISUAL CAPTIONING FOR THE BLIND.
5,000
ELDEN STREET PLAYERS INC
PO BOX 5006
HERDON
,
VA
20172
PC
GRANT WILL BE USED TO FOR GENERAL OPERATIONS IN FURTHERANCE OF THE CHARITABLE MISSION OF SERVING THE COMMUNITY WITH THEATRICAL PERFORMANCES AND EDUCATIONAL PROGRAMS.
10,000
EXPONENT PHILANTHROPY
1720 N STREET NW
WASHINGTON
,
DC
20036
PC
THIS GRANT WILL BE USED FOR GENERAL OPERATIONS. EXPONENT PHILANTHROPY EMPOWERS DONORS AND PHILANTHROPISTS TO LEVERAGE THEIR RESOURCES AND AMPLIFY THEIR IMPACT.
2,500
FAIRFAX COUNTY PARK FOUNDATION
12055 GOVERNMENT CENTER PKWY STE
404
FAIRFAX
,
VA
22035
PC
GRANT WILL BE USED TO UNDERWRITE THE COST OF A RESERVE CHAMPION SPONSORHSIP OF THE 4-H FAIR BEING HELD AUGUST 2019.
2,500
FAIRFAX COUNTY PARK FOUNDATION
12055 GOVERNMENT CENTER PKWY STE
404
FAIRFAX
,
VA
22035
PC
THE FUNDS ARE TO BE USED FOR THE SUMMER CONCERT SERIES AT ARROWBROOK CENTRE PARK. FUNDS WILL BE USED FOR EXPENSES FOR ADVERTISING, MAILINGS, FEES FOR MUSICIANS AND OTHER PERFORMERS, SOUND SYSTEM, AND TECHNICAL SUPPORT.
25,000
FALMOUTH SERVICE CENTER
PO BOX 208
FALMOUTH
,
MA
02541
PC
GRANT IS FOR GENERAL OPERATIONS OF THE CENTER WHOSE MISSION IS TO EASE STRESS, REDUCE HUNGER AND IMPROVE QUALITY OF LIFE FOR NEIGHBORS IN NEED.
15,000
FALMOUTH SERVICE CENTER
PO BOX 208
FALMOUTH
,
MA
02541
PC
ADDITIONAL COVID19 PANDEMIC RELIEF IS GRANTED FOR GENERAL OPERATIONS OF THE CENTER WHOSE MISSION IS TO EASE STRESS, REDUCE HUNGER AND IMPROVE QUALITY OF LIFE FOR NEIGHBORS IN NEED.
5,000
FEEDMORE INC
1415 RHOADMILLER STREET
RICHMOND
,
VA
23220
PC
THE GRANT WILL SUPPORT FEEDMORE'S BACKPACK PROGRAM IN CENTRAL VIRGINIA. IT WILL HELP PROVIDE HEALTHY MEALS TO HUNGRY CHILDREN BY SUPPLYING BACKPACKS OF FOOD FOR WEEKENDS.
25,000
FIRST STAGE INC
PO BOX 9384
TYSONS
,
VA
22102
PC
FUNDS WILL BE USED FOR GENERAL OPERATIONS IN FURTHERING 1ST STAGE'S CHARITABLE PURPOSE TO CREATE OPPORTUNITIES TO BRIDGE EDUCATIONAL AND PROFESSIONAL THEATRE.
5,000
FOUR STAR ASSOCIATION
4015 LEWIS SPEEDWAY
ST AUGUSTINE
,
FL
32084
PC
THIS GRANT WILL HELP FUND THE QUALITY PROGRAMS PROVIDED BY THE AGENCY AND THE SJC SHERIFF'S OFFICE FOCUSING ON TAKING CARD OF THE PEOPLE IN ST. JOHN'S COUNTY.
10,000
GREENWICH TOWN PARTY INC
PO BOX 59
OLD GREENWICH
,
CT
06870
PC
THE GRANT WILL HELP FUND THE ANNUAL GREENWICH TOWN PARTY CELEBRATION FOR THE PEOPLE OF GREENWICH TO EXPERIENCE THE STRENGTH OF COMMUNITY THROUGH THIS EVENT.
10,000
HERNDON HIGH SCHOOL BAND PARENTS ASSOCIATION
PO BOX 1293
HERNDON
,
VA
20172
PC
THIS GRANT WILL BE USED TO UNDERWRITE THE CAPITAL CAMPAIGN TO PURCHASE NEW MUSICAL INSTRUMENTS FOR THE HERNDON HIGH SCHOOL BAND, WHICH MUST RECEIVE A MATCHING GRANT.
10,000
THE JONNYCAKE CENTER INC
1231 KINGSTON RD
PEACE DALE
,
RI
02879
PC
THIS GRANT WILL PROVID COVID19 PANDEMIC RELIEF TO THE JONNYCAKE CENTER, A FOOD PANTRY WHOSE MISSION IS TO PROVIDE BASIC NEEDS, RESOURCES, AND HOPE TO COMMUNITY MEMBERS.
20,000
K9S FOR WARRIORS
114 CAMP K9 ROAD
PONTE VEDRA
,
FL
32081
PC
K9S FOR WARRIORS PROVIDES SERVICE DOGS TO MILITARY VETERANS AND ACTIVE DUTY SUFFERING FROM PTSD, TRAUMATIC BRAIN INJURY, AND/OR MILITARY SEXUAL TRAUMA. DOGS ARE RESCUED FROM HIGH-KILL SHELTERS AND TRAINED AS SERVICE DOGS.
15,000
KINGSTON CHAMBER MUSIC FESTIVAL
PO BOX 1733
KINGSTON
,
RI
02881
PC
THE GRANT WILL SUPPORT THE KCMF WHOSE MISSION IS TO BRING OUTSTANDING CHAMBER MUSIC TO THE LOCAL RI COMMUNITY; THIS GRANT WILL ASSIST IN OUTREACH TO A YOUNGER CLASSICAL MUSIC AUDIENCE IN THE COMMUNITY.
5,000
KINGSTON CHAMBER MUSIC FESTIVAL
PO BOX 1733
KINGSTON
,
RI
02881
PC
KCMF HAS A MISSION TO BRING OUTSTANDING CHAMBER MUSIC TO THE LOCAL RI COMMUNITY; THIS RESTRICTED GRANT WILL HELP FUND THE 30-SOMETHING INITIATIVE FOCUSING ON ENTICING YOUNG PEOPLE TO PARTICIPATE IN THE CLASSICAL MUSIC CONCERTS AND ACTIVITIES.
5,000
MALTA HOUSE INC
5 PROWITT STREET
NORWALK
,
CT
06855
PC
THE FUNDS WILL BE USED TO SUPPORT GENERAL OPERATIONS PROVIDING A NURTURING HOME ENVIRONMENT, SUPPORT SERVICES AND INDEPENDENT LIVING SKILLS TO PREGNANT AND PARENTING MOTHERS AND THEIR CHILDREN.
50,000
MEDIA4GOOD INC
209 ANACAPA STREET
SANTA BARBARA
,
CA
93101
PC
FUNDS WILL PROVIDE HIGH QUALITY PROGRAMMING FOR THE YOUTH INTERACTIVE MISSION. YI INTEGRATES ENTREPRENEURSHIP, ART, AND MENTORSHIP TO EMPOWER TEENS WITH NEEDED LIFE SKILLS TO SUCCEED IN SCHOOL AND BEYOND.
15,000
METROPOLITAN PGA JUNIOR GOLF ASSOCIATION
49 KNOLLWOOD ROAD
ELMSFORD
,
NY
10523
PC
THE PURPOSE OF THE GRANT SHALL BE TO ASSIST IN THE UNDERWRITING OF EXPENSES FOR ENTRY FEES FOR ECONOMICALLY NEEDY, ASPIRING YOUNG GOLFERS, INCLUDING TOURNAMENT FEES, GOLF FEES, AND GOLF EQUIPMENT FOR YOUNG GOLFERS.
20,000
MISIONEROS DEL CAMINO INC
PO BOX 557722
MIAMI
,
FL
33255
PC
THE GRANT FUNDS WILL BE USED TO ENHANCE THE EXISTING SERVICES AT THE NEUROLOGICAL CENTER IN GUATEMALA WHICH PROVIDES SERVICES TO CHILDREN WITH DEVELOPMENTAL DISORDERS AND TO THEIR PARENTS AND SIBLINGS.
15,000
NAIOP RESEARCH FOUNDATION CO NAIOP NORTHER VIRGINIA CHAPTER
2355 DULLES CORNER BOULEVARD SUITE
750
HERNDON
,
VA
20171
PC
THIS GRANT WAS MADE IN CONNECTION WITH PAYMENT OF MEMBERSHIP DUES IN THE NORTHERN VIRGINIA CHAPTER OF NAIOP, THE NATIONAL ASSOCIATION OF INDUSTRIAL AND OFFICE PARKS; THIS GRANTEE FUNDS RESEARCH TO PROMOTE BETTER BUSINESS DECISION-MAKING
67
NORMAN BIRD SANCTUARY
583 THIRD BEACH RD
MIDDLETOWN
,
RI
02842
PC
THE FUNDS ARE FOR THE NON-REFUNDABLE MEMBERSHIP DUES FOR THE NORMAN BIRD SANCTUARY, A 325 ACRE SANCTUARY FOR BIRD PRESERVATION, PROPAGATION AND PROTECTION.
125
ONE TREE PLANTED
145 PINE HAVEN SHORES RD STE 1000D
SHELBOURNE
,
VT
05482
PC
ONE TREE PLANTED PLANTS TREES IN AREAS DEVASTATED BY FIRE, DROUGHT, AND FLOODS SUPPORTING THE MISSION TO HELP REFORESTATION PROJECTS ACROSS THE GLOBE.
15,000
POSITIVE VIBE FOUNDATION
2825 HATHAWAY ROAD
RICHMOND
,
VA
23225
PC
THE FUNDS WILL BE USED FOR GENERAL OPERATIONS TO FURTHER OUR EXEMPT CHARITABLE PURPOSE WHICH PROVIDES TRAINING AND EMPLOYMENT PROGRAMS FOR STUDENTS WITH DISABILITIES.
5,000
PROJECT ANGEL HEART
4950 WASHINGTON STREET
DENVER
,
CO
80216
PC
PROJECT ANGEL HEART PROVIDES MEDICALLY-TAILORED MEALS, NOURISHMENT AND COMPASSION TO NEIGHBORS IN NEED SUFFERING FROM HIV/AIDS, CANCER, AND OTHER LIFE-THREATENING ILLNESSES.
7,500
RHODE ISLAND PUBLIC RADIO
ONE UNION STATION
PROVIDENCE
,
RI
029033879
PC
THIS GRANT WILL USED TO FUND A PORTION OF THE DAILY OPERATIONS FOR RIPR WHICH PROVIDES QUALITY RADIO BROADCASTING AND JOURNALISM TO THE LOCAL RI COMMUNITY.
5,000
SAINT JOSEPH PARENTING CENTER
90 FAIRFIELD AVENUE
RIVERSIDE
,
CT
06878
PC
FUNDS WILL SUPPORT OUR MISSION TO HELP CHILDREN AND STRENGTHEN FAMILIES WHO ARE AT RISK OF ABUSE AND NEGLECT BY PROVIDING PARENT EDUCATION AND SUPPORT.
10,000
SOUTH KINGSTON LAND TRUST
227 ROBINSON STREET
WAKEFIELD
,
RI
02879
PC
FUNDS WILL BE USED FOR THE CAMPAIGN TO CONTRUCT THE TWO NEEDED BUILDINGS TO PROVIDE LONG TERM ORGANIZATION STABILITY. SKLT PRESERVES AND PROTECTS THE NATURAL FEATURES AND CULTURAL LANDSCAPES OF S.KINGSTON, RI.
5,000
SOVEREIGN ORDER OF ST JOHN OF JERUSALEM
PO BOX 764
PALM BEACH
,
FL
33480
PC
FUNDS WILL GO THE BUILD THE NEW YOUTH AND CHILDREN'S DEVELOPMENT CENTER AT THE FIRST HAITIAN BAPTIS CHURCH OF BELLE GLADE HELPING CHILDREN-IN-NEED AGES 5-14.
5,000
THE ARTS HERNDON
730 ELDEN STREET
HERNDON
,
VA
20172
PC
THIS GRANT WILL BE USED FOR GENERAL OPERATIONS TO PROMOTE, SUPPORT, AND RAISE FUNDS FOR THE ARTS IN THE GREATER HERNDON AREA, TO ESTABLISH AND SUSTAIN THE OPERATION OF A PERMANENT ARTS CENTER, TO PROVIDE HIGH QUALITY ARTS PROGRAMS, AND TO ADVOCATE FOR THE ARTS IN HERNDON.
5,000
THE COMMUNITY TAX LAW PROJECT
5206 MARKET ROAD SUITE 100-B
RICHMOND
,
VA
23230
PC
THE GRANT WILL BE USED FOR GENERAL OPERATIONAL SUPPORT, PRIMARILY TO SUPPORT HIRING A NEW PART-TIME TAX PROFESSIONAL TO PROVIDE OUTREACH AND EDUCATION ON TAX ISSUES TO TAXPAYERS.
10,000
THE FENWICK FOUNDATION
23 NORTH FENWICK STREET
ARLINGTON
,
VA
22201
PC
THIS GRANT WILL BE USED FOR GENERAL OPERATIONS. OUR PURPOSE IS TO PROVIDE VULNERABLE OLDER ADULTS IN NEED WITH THERAPEUTIC ACTIVITIES AND FINANCIAL ASSISTANCE TO COMBAT LONELINESS AND ISOLATION AND MAKE LIFE QUALITY BETTER AND IMPROVE HEALTH AND WELLBEING.
17,500
UNIVERSITY OF RI FOUNDATION
PO BOX 32
AFTON
,
NY
13730
PC
FUNDS WILL BE USED TO SUPPORT THE PBLORD SEMINAR IN 2019 WHICH IS PART OF THE PUBLIC LECTURE SERIES WHICH FOCUSES ON OCEAN PLASTIC POLLUTION AND ENVIRONMENTAL RESEARCH
12,500
VECINOS UNIDOS NEIGHBORS UNITED
PO BOX 552
HERNDON
,
VA
201720552
PC
THIS GRANT WILL BE USED TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION. VECINOS OFFERS AFTER-SCHOOL HOMEWORK HELP, WHICH ALSO SERVED TO KEEP CHILDREN OFF THE STREETS AND OUT OF GANGS.
10,000
Total
.................................
3a
1,132,692
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
14,912
4
Dividends and interest from securities
....
14
453,293
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
247,417
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
OTHER INCOME
01
16,607
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
732,229
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
732,229
(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