-
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
First Eagle Investment Management Foundation
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)
Foundation Source 501 Silverside Rd
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington
,
DE
198091377
A Employer identification number
45-4165305
B
Telephone number (see instructions)
(800) 839-1754
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)
$
1,736,050
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)
750,000
2
Check
.............
3
Interest on savings and temporary cash investments
7,746
7,746
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
757,746
7,746
13
Compensation of officers, directors, trustees, etc.
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
149
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
20,025
20,025
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
20,174
0
20,025
25
Contributions, gifts, grants paid
.......
932,121
932,121
26
Total expenses and disbursements.
Add lines 24 and 25
952,295
0
952,146
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-194,549
b
Net investment income
(if negative, enter -0-)
7,746
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,928,199
1,736,050
1,736,050
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)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,928,199
1,736,050
1,736,050
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
1,928,199
1,736,050
29
Total net assets or fund balances
(see instructions)
.....
1,928,199
1,736,050
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,928,199
1,736,050
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
1,928,199
2
Enter amount from Part I, line 27a
.....................
2
-194,549
3
Other increases not included in line 2 (itemize)
3
2,400
4
Add lines 1, 2, and 3
..........................
4
1,736,050
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,736,050
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.)
1a
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
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
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
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
870,796
1,699,884
0.512268
2017
932,640
1,985,003
0.469843
2016
773,105
1,999,648
0.386621
2015
772,835
1,743,781
0.443195
2014
747,666
1,504,286
0.497024
2
Total
of line 1, column (d)
.....................
2
2.308951
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
0.46179
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,572,093
5
Multiply line 4 by line 3
......................
5
725,977
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
77
7
Add lines 5 and 6
........................
7
726,054
8
Enter qualifying distributions from Part XII, line 4
,.............
8
952,146
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
77
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
3
Add lines 1 and 2
...........................
3
77
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
77
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
94
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
94
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
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
17
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
17
Refunded
11
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
Yes
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)
DE
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
Foundation Source
Telephone no.
(800) 839-1754
Located at
501 Silverside Road Suite 123
Wilmington
DE
ZIP+4
198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
Melanie Dow
Dir, VP*, Pres, Sec, Treas
1.0
0
0
0
Foundation Source 501 Silverside Rd
Wilmington
,
DE
198091377
Bridget Macaskill
Pres, Dir, Sec
0
0
0
0
Foundation Source 501 Silverside Rd
Wilmington
,
DE
198091377
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
Total
number of other employees paid over $50,000
...................
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
Total
number of others receiving over $50,000 for professional services
.............
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
0
b
Average of monthly cash balances
.......................
1b
1,596,033
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,596,033
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
1,596,033
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
23,940
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,572,093
6
Minimum investment return.
Enter 5% of line 5
..................
6
78,605
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
78,605
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
77
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
77
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
78,528
4
Recoveries of amounts treated as qualifying distributions
................
4
2,400
5
Add lines 3 and 4
............................
5
80,928
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
80,928
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
952,146
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
952,146
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
77
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
952,069
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
80,928
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
2017
,
2016
,
2015
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
672,515
b
From 2015
......
685,596
c
From 2016
......
673,209
d
From 2017
......
833,481
e
From 2018
......
785,980
f
Total
of lines 3a through e
........
3,650,781
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
952,146
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
80,928
e
Remaining amount distributed out of corpus
871,218
5
Excess distributions carryover applied to 2019.
(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
4,521,999
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
672,515
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
3,849,484
10
Analysis of line 9:
a
Excess from 2015
....
685,596
b
Excess from 2016
....
673,209
c
Excess from 2017
....
833,481
d
Excess from 2018
....
785,980
e
Excess from 2019
....
871,218
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).)
NONE
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
ALI FORNEY CENTER
224 W 35TH ST STE 1102
NEW YORK
,
NY
10001
N/A
PC
General & Unrestricted
150
ALMOST HOME KIDS
7S721 RTE 53
NAPERVILLE
,
IL
60540
N/A
PC
General & Unrestricted
1,500
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
225 N MICHIGAN AVE 17TH FL
CHICAGO
,
IL
60601
N/A
PC
General & Unrestricted
5,725
AMERICAN CANCER SOCIETY
132 W 32ND ST
NEW YORK
,
NY
10001
N/A
PC
General & Unrestricted
500
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD ST 18TH FL
NEW YORK
,
NY
10004
N/A
PC
General & Unrestricted
36
AMERICAN FOUNDATION FOR SUICIDE PREVENTION - VERMO
PO BOX 946
BARRE
,
VT
05641
N/A
PC
General & Unrestricted
200
AMERICAN HEART ASSOCIATION
3020 WESTCHESTER AVE STE 100
PURCHASE
,
NY
10577
N/A
PC
General & Unrestricted
100
AMERICAN MUSEUM OF NATURAL HISTORY
79TH ST AT CENTRAL PARK W
NEW YORK
,
NY
10024
N/A
PC
General & Unrestricted
15,000
AMERICAN NATIONAL RED CROSS
2025 E ST NW
WASHINGTON
,
DC
20006
N/A
PC
General & Unrestricted
105
AMERICAN NATIONAL RED CROSS
8550 ARLINGTON BLVD
FAIRFAX
,
VA
22031
N/A
PC
General & Unrestricted
500
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO
424 E 92ND ST
NEW YORK
,
NY
10128
N/A
PC
General & Unrestricted
250
ANDREW MCDONOUGH B POSITIVE FOUNDATION
101 ROCKLAND CIR
WILMINGTON
,
DE
19803
N/A
PC
General & Unrestricted
100
ANGELMAN SYNDROME FOUNDATION INC
75 EXECUTIVE DR STE 327
AURORA
,
IL
60504
N/A
PC
General & Unrestricted
200
ASHA FOR EDUCATION
PO BOX 398080
SAN FRANCISCO
,
CA
94139
N/A
PC
General & Unrestricted
500
BAY RIDGE PREPARATORY SCHOOL
8101 RIDGE BLVD
BROOKLYN
,
NY
11209
N/A
PC
General & Unrestricted
2,500
BLAIR ACADEMY
PO BOX 600
BLAIRSTOWN
,
NJ
07825
N/A
PC
General & Unrestricted
1,500
BLAIR IN KENYA INC
2 PARK ST
BLAIRSTOWN
,
NJ
07825
N/A
PC
General & Unrestricted
1,000
BOOKWORM THEATRICS INC
2 HEATH DR
BASKING RIDGE
,
NJ
07920
N/A
PC
General & Unrestricted
5,000
BOROUGH OF MANHATTAN COMMUNITY COLLEGE FOUNDATION
199 CHAMBERS ST
NEW YORK
,
NY
10007
N/A
SO III FI
General & Unrestricted
295
BOSTON COLLEGE
LYONS HALL
CHESTNUT HILL
,
MA
02467
N/A
PC
General & Unrestricted
200
BREARLEY SCHOOL
610 E 83RD ST
NEW YORK
,
NY
10028
N/A
PC
General & Unrestricted
1,000
BROOKLYN ACADEMY OF MUSIC INC
30 LAFAYETTE AVE
BROOKLYN
,
NY
11217
N/A
PC
General & Unrestricted
85
BROWNING SCHOOL
52 E 62ND ST
NEW YORK
,
NY
10065
N/A
PC
General & Unrestricted
5,000
CARNEGIE HALL CORPORATION
881 7TH AVE
NEW YORK
,
NY
10019
N/A
PC
General & Unrestricted
10,000
CARROLLWOOD DAY SCHOOL EDUCATION INC
1515 W BEARSS AVE
TAMPA
,
FL
33613
N/A
PC
General & Unrestricted
500
CEDAR VALLEY ARBORETUM & BOTANIC GARDENS
1927 E ORANGE RD
WATERLOO
,
IA
50701
N/A
PC
General & Unrestricted
2,000
CENTER FOR RACIAL JUSTICE IN EDUCA TION INC
95 MORTON ST 7TH FL
NEW YORK
,
NY
10014
N/A
PC
General & Unrestricted
103
CENTRAL PARK CONSERVANCY INC
14 E 60TH ST 8TH FL
NEW YORK
,
NY
10022
N/A
PC
General & Unrestricted
10,000
CHALLAH FOR HUNGER
1900 MARKET ST 8TH FL
PHILADELPHIA
,
PA
19103
N/A
PC
General & Unrestricted
108
CHARLOTTE LATIN SCHOOLS INC
9502 PROVIDENCE RD
CHARLOTTE
,
NC
28277
N/A
PC
General & Unrestricted
2,500
CHARLOTTE SPINNEY VISION SCHOLARSHIP TRUST INC
22 SMITH ST
WESTBOROUGH
,
MA
01581
N/A
PC
General & Unrestricted
250
CHILDFUND INTERNATIONAL INC
2821 EMERYWOOD PKWY
RICHMOND
,
VA
23294
N/A
PC
General & Unrestricted
589
CHILDRENS HOSPITAL CORPORATION
401 PARK DR STE 602
BOSTON
,
MA
02215
N/A
PC
General & Unrestricted
1,500
CHILDRENS HOSPITAL CORPORATION
401 PARK DR STE 602
BOSTON
,
MA
02215
N/A
PC
Charitable Event
250
CITY HARVEST INC
6 E 32ND ST 5TH FL
NEW YORK
,
NY
10016
N/A
PC
General & Unrestricted
70,000
COALITION FOR THE HOMELESS INC
129 FULTON ST
NEW YORK
,
NY
10038
N/A
PC
General & Unrestricted
200
COLUMBIA UNIVERSITY
622 W 113TH ST MC4523
NEW YORK
,
NY
10025
N/A
PC
General & Unrestricted
400
COMMUNITY PARTNERS FOR YOUTH INC
37 S WASHINGTON ST
ROCHESTER
,
NY
14608
N/A
PC
General & Unrestricted
50
COMPASSIONATE CARE ALS INC
PO BOX 1052
WEST FALMOUTH
,
MA
02574
N/A
PC
General & Unrestricted
250
CORNELL UNIVERSITY
130 E SENECA ST STE 400
ITHACA
,
NY
14850
N/A
PC
General & Unrestricted
400
COUNCIL ON THE ENVIRONMENT INC DBA GROWNYC
100 GOLD ST STE 3300
NEW YORK
,
NY
10038
N/A
PC
General & Unrestricted
10,000
COVENANT HOUSE
5 PENN PLZ
NEW YORK
,
NY
10001
N/A
PC
General & Unrestricted
1,545
CROHN'S & COLITIS FOUNDATION OF AMERICA
17100 W BLUEMOUND RD STE 101
BROOKFIELD
,
WI
53005
N/A
PC
General & Unrestricted
500
CROHNS & COLITIS FOUNDATION OF AMERICA - PHILADELP
150 MONUMENT RD 402
BALA CYNWYD
,
PA
19004
N/A
PC
General & Unrestricted
500
DEDHAM COUNTRY DAY SCHOOL
90 SANDY VALLEY RD
DEDHAM
,
MA
02026
N/A
PC
General & Unrestricted
2,500
DUKE UNIVERSITY
PO BOX 90600
DURHAM
,
NC
27708
N/A
PC
General & Unrestricted
2,000
ELYSIUM BETWEEN TWO CONTINENTS INC
303 E 83RD ST APT 17E
NEW YORK
,
NY
10028
N/A
PC
General & Unrestricted
250
EPISCOPAL SCHOOL IN THE CITY OF NEW YORK
35 E 69TH ST
NEW YORK
,
NY
10021
N/A
PC
General & Unrestricted
1,000
FAIRFIELD UNIVERSITY
1073 N BENSON RD
FAIRFIELD
,
CT
06824
N/A
PC
General & Unrestricted
2,000
FILM AT LINCOLN CENTER INC
70 LINCOLN CENTER PLZ FRNT 4
NEW YORK
,
NY
10023
N/A
PC
General & Unrestricted
1,125
FORCE-FACING OUR RISK OF CANCER EMPOWERED
16057 TAMPA PALMS BLVD W PMB 373
TAMPA
,
FL
33647
N/A
PC
General & Unrestricted
104
FRICK COLLECTION
1 E 70TH ST
NEW YORK
,
NY
10021
N/A
PC
General & Unrestricted
5,000
FRIENDS OF THE SEA LION INC - PACIFIC MARINE MAMMA
20612 LAGUNA CANYON RD
LAGUNA BEACH
,
CA
92651
N/A
PC
General & Unrestricted
500
FUTURE 5 INC
135 ATLANTIC ST
STAMFORD
,
CT
06901
N/A
PC
General & Unrestricted
300
GENERATION RESCUE INC
13636 VENTURA BLVD 259
SHERMAN OAKS
,
CA
91423
N/A
PC
General & Unrestricted
1,750
GERMANISTIC SOCIETY OF AMERICA INC
6 E 87TH ST
NEW YORK
,
NY
10128
N/A
PC
General & Unrestricted
1,150
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PL
CHICAGO
,
IL
60632
N/A
PC
General & Unrestricted
250
HABITAT FOR HUMANITY INTERNATIONAL INC
200 HENRY JOHNSON BLVD STE 1
ALBANY
,
NY
12210
N/A
PC
General & Unrestricted
200
HABITAT FOR HUMANITY INTERNATIONAL INC
121 HABITAT ST
AMERICUS
,
GA
31709
N/A
PC
General & Unrestricted
250
HORACE MANN SCHOOL
231 W 246TH ST
BRONX
,
NY
10471
N/A
PC
General & Unrestricted
1,000
HOSPICE OF PALM BEACH COUNTY INC
5300 E AVE
WEST PALM BCH
,
FL
33407
N/A
PC
General & Unrestricted
72
HUNTER COLLEGE FOUNDATION INC
695 PARK AVE E1313
NEW YORK
,
NY
10065
N/A
PC
General & Unrestricted
1,455
IMENTOR INCORPORATED
30 BROAD ST 9TH FL
NEW YORK
,
NY
10004
N/A
PC
General & Unrestricted
35,000
IMPACT100 OAKLAND COUNTY
33717 WOODWARD AVE 505
BIRMINGHAM
,
MI
48009
N/A
PC
General & Unrestricted
500
INTERNATIONAL REFUGEE ASSISTANCE PROJECT INC
PO BOX 21917
NEW YORK
,
NY
10087
N/A
PC
General & Unrestricted
200
JBS KEYS TO DMD INC
2 HILLTOP RD
DOVER
,
MA
02030
N/A
PC
General & Unrestricted
300
JDRF INTERNATIONAL
434 S YELLOWSTONE DR STE 201
MADISON
,
WI
53719
N/A
PC
General & Unrestricted
1,000
KAPIOLANI HEALTH FOUNDATION
55 MERCHANT ST 24TH FL
HONOLULU
,
HI
96813
N/A
PC
General & Unrestricted
350
LAFAYETTE COLLEGE
730 HIGH ST 307 MARKEL HALL
EASTON
,
PA
18042
N/A
PC
General & Unrestricted
4,000
LANING AVENUE SCHOOL & COMMUNITY ASSOCIATION
18 LANNING RD
VERONA
,
NJ
07044
N/A
PC
General & Unrestricted
400
LEARNINGSPRING SCHOOL
247 E 20TH ST
NEW YORK
,
NY
10003
N/A
PC
General & Unrestricted
2,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLZ
NEW YORK
,
NY
10023
N/A
PC
General & Unrestricted
15,000
LITCHFIELD PERFORMING ARTS INC
PO BOX 69
LITCHFIELD
,
CT
06759
N/A
PC
General & Unrestricted
5,000
MAINE PUBLIC BROADCASTING CORPORATION
1450 LISBON ST
LEWISTON
,
ME
04240
N/A
PC
General & Unrestricted
100
MAKE-A-WISH FOUNDATION OF AMERICA
1702 E HIGHLAND AVE STE 400
PHOENIX
,
AZ
85016
N/A
PC
General & Unrestricted
72
MAKE-A-WISH FOUNDATION OF METRO NEW YORK AND WESTE
500 5TH AVE 29TH FL
NEW YORK
,
NY
10110
N/A
PC
General & Unrestricted
25,000
MANY HOPES INC
67 TROTTING PARK RD
TEATICKET
,
MA
02536
N/A
PC
General & Unrestricted
1,000
MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
415 CROSSWAYS PARK DR STE D
WOODBURY
,
NY
11797
N/A
PC
General & Unrestricted
250
MASSACHUSETTS GENERAL HOSPITAL Institute for Clin
101 MERRIMAC ST 10TH FL
BOSTON
,
MA
02114
N/A
PC
Charitable Event
1,000
ME2 ORCHESTRA INC
85 E NEWTON ST
BOSTON
,
MA
02118
N/A
PC
General & Unrestricted
200
MEDICAL DEBT RESOLUTION INC
2 IVY ST
RYE
,
NY
10580
N/A
PC
General & Unrestricted
5,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
885 2ND AVE 7TH FL
NEW YORK
,
NY
10017
N/A
PC
Charitable Event
60
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVE
NEW YORK
,
NY
10065
N/A
PC
General & Unrestricted
100,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVE
NEW YORK
,
NY
10065
N/A
PC
Cycle for Survival Initiative
10,000
MEMORIAL SLOAN-KETTERING CANCER CENTER The Societ
PO BOX 27106
NEW YORK
,
NY
10087
N/A
PC
General & Unrestricted
50
MEMORIAL SLOAN-KETTERING CANCER CENTER The Societ
PO BOX 27106
NEW YORK
,
NY
10087
N/A
PC
Charitable Event
80
MILE SQUARE THEATRE
1408 CLINTON ST
HOBOKEN
,
NJ
07030
N/A
PC
General & Unrestricted
200
MILTON ACADEMY
170 CENTRE ST
MILTON
,
MA
02186
N/A
PC
General & Unrestricted
2,200
MIRACLEFEET
107 CONNOR DR STE 230
CHAPEL HILL
,
NC
27514
N/A
PC
General & Unrestricted
1,000
Montville Township High School
100 HORSENECK RD
MONTVILLE
,
NJ
07045
N/A
GOV
General & Unrestricted
118
MT HOREB SCHOOL PARENT-TEACHER ORGANIZATION
80 MOUNT HOREB RD
WARREN
,
NJ
07059
N/A
PC
General & Unrestricted
1,000
MUSEUM OF MODERN ART
11 W 53RD ST
NEW YORK
,
NY
10019
N/A
PC
General & Unrestricted
15,000
NATIONAL ATAXIA FOUNDATION INC
600 HWY 169 S STE 1725
MINNEAPOLIS
,
MN
55426
N/A
PC
General & Unrestricted
1,012
NATURE CONSERVANCY - ADIRONDACK CHAPTER
PO BOX 65
KEENE VALLEY
,
NY
12943
N/A
PC
General & Unrestricted
100
NEW JERSEY YOUTH CHORUS INC
460 MAIN ST
CHATHAM
,
NJ
07928
N/A
PC
General & Unrestricted
60
NEW YORK CARES INC
65 BROADWAY 19TH FL
NEW YORK
,
NY
10006
N/A
PC
General & Unrestricted
75,000
NEW YORK CITY PARTNERSHIP FOUNDATION INC
ONE BATTERY PARK PLZ 5TH FL
NEW YORK
,
NY
10004
N/A
PC
General & Unrestricted
5,000
NEW YORK PUBLIC RADIO
160 VARICK ST
NEW YORK
,
NY
10013
N/A
PC
General & Unrestricted
392
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE ST
NEW YORK
,
NY
10003
N/A
PC
General & Unrestricted
200
NORTHWESTERN UNIVERSITY - KELLOGG SCHOOL OF MANAGE
1007 CHURCH ST STE 400
EVANSTON
,
IL
60201
N/A
PC
General & Unrestricted
200
NORWALK HOSPITAL FOUNDATION INC
34 MAPLE ST
NORWALK
,
CT
06856
N/A
PC
General & Unrestricted
113
OPERATION UNDERGROUND RAILROAD INC
646 S MAIN ST 194
CEDAR CITY
,
UT
84720
N/A
PC
General & Unrestricted
100
PAN MASSACHUSETTS CHALLENGE TRUST
77 4TH AVE
NEEDHAM HGTS
,
MA
02494
N/A
PC
General & Unrestricted
600
PARK AVENUE SYNAGOGUE
50 E 87TH ST
NEW YORK
,
NY
10028
N/A
PC
General & Unrestricted
2,025
PENNSYLVANIA STATE UNIVERSITY
ONE OLD MAIN
UNIVERSITY PARK
,
PA
16802
N/A
GOV
Annual Dance Marathon
400
PHILADELPHIA FUTURES
230 S BROAD ST
PHILADELPHIA
,
PA
19102
N/A
PC
General & Unrestricted
5,000
PIANOSONOMA MUSIC FESTIVAL INC
42 WESTBOURNE RD
NEWTON
,
MA
02459
N/A
PC
General & Unrestricted
1,700
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAMS ST 10TH FL
NEW YORK
,
NY
10038
N/A
PC
General & Unrestricted
36
POLICE UNITY TOUR INC
PO BOX 707
PT PLEASANT
,
NJ
08742
N/A
PC
General & Unrestricted
1,500
PREP FOR PREP
328 W 71ST ST
NEW YORK
,
NY
10023
N/A
PC
General & Unrestricted
75,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE STE 3
CAMBRIDGE
,
MA
02138
N/A
PC
General & Unrestricted
300
PRESIDENT AND TRUSTEES OF BATES COLLEGE
2 ANDREWS RD
LEWISTON
,
ME
04240
N/A
PC
General & Unrestricted
300
PROJECT ONE SCHOLARSHIP FUND INC
2438 HASSELL PL
CHARLOTTE
,
NC
28209
N/A
PC
General & Unrestricted
3,000
PROJECT SYNCERE
9012 S STONY ISLAND AVE
CHICAGO
,
IL
60617
N/A
PC
General & Unrestricted
2,500
REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S
5121 CRESTWAY RD STE 105
WINDCREST
,
TX
78239
N/A
PC
General & Unrestricted
150
REGENTS OF THE UNIVERSITY OF MICHIGAN
3003 S STATE ST STE 8000
ANN ARBOR
,
MI
48109
N/A
PC
General & Unrestricted
68
RON JANKOWSKI 92 ENGINE MEMORIAL FUND
PO BOX 261
BRIARCLIFF
,
NY
10510
N/A
PC
General & Unrestricted
200
SALVATION ARMY NATIONAL CORP
615 SLATERS LN PO BOX 269
ALEXANDRIA
,
VA
22314
N/A
PC
General & Unrestricted
1,500
SAMARITANS PURSE
PO BOX 3000
BOONE
,
NC
28607
N/A
PC
General & Unrestricted
120
SERIOUS FUN CHILDRENS NETWORK INC
228 SAUGATUCK AVE
WESTPORT
,
CT
06880
N/A
PC
General & Unrestricted
50,000
SHARING NETWORK FOUNDATION INC
691 CENTRAL AVE
NEW PROVIDNCE
,
NJ
07974
N/A
SO II
Charitable Event
120
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO RD NW
WASHINGTON
,
DC
20016
N/A
PC
General & Unrestricted
5,000
SOCIETY OF ARCHITECTURAL HISTORIANS
1365 N ASTOR ST
CHICAGO
,
IL
60610
N/A
PC
General & Unrestricted
500
SOS CHILDRENS VILLAGE USA INC
1620 I ST NW STE 900
WASHINGTON
,
DC
20006
N/A
PC
General & Unrestricted
250
SOUTHERN CONNECTICUT STORM SPECIALHOCKEY INC
757 OENOKE RDG
NEW CANAAN
,
CT
06840
N/A
PC
General & Unrestricted
1,000
SPECIAL OLYMPICS INC
1133 19TH ST NW
WASHINGTON
,
DC
20036
N/A
PC
General & Unrestricted
100
SPECIAL OPERATIONS WARRIOR FOUNDATION
PO BOX 89367
TAMPA
,
FL
33689
N/A
PC
General & Unrestricted
1,000
ST ANDREWS SCHOOL OF DELAWARE INC
350 NOXONTOWN RD
MIDDLETOWN
,
DE
19709
N/A
PC
General & Unrestricted
5,000
ST JOHN PAUL II HIGH SCHOOL
120 HIGH SCHOOL RD
HYANNIS
,
MA
02601
N/A
PC
General & Unrestricted
5,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDE PL
MEMPHIS
,
TN
38105
N/A
PC
General & Unrestricted
500
ST LUKES ROOSEVELT HOSPITAL CENTER
150 E 42ND ST 5 FL
NEW YORK
,
NY
10017
N/A
PC
General & Unrestricted
50,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
3750 NW 87TH AVE STE 100
DORAL
,
FL
33178
N/A
PC
General & Unrestricted
1,000
ST PAUL SCHOOL
218 NASSAU ST
Princeton
,
NJ
08542
N/A
PC
General & Unrestricted
3,500
STAMFORD HOSPITAL
1351 WASHINGTON BLVD STE 20
STAMFORD
,
CT
06902
N/A
PC
General & Unrestricted
110
STEVENS COOPERATIVE SCHOOL
100 RIVER DR S
JERSEY CITY
,
NJ
07310
N/A
PC
General & Unrestricted
1,500
SWIM ACROSS AMERICA - BALTIMORE
16 WILLOW AVE
TOWSON
,
MD
21286
N/A
PC
General & Unrestricted
500
TAMPA PREPARATORY SCHOOL INC
727 W CASS ST
TAMPA
,
FL
33606
N/A
PC
General & Unrestricted
2,000
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH ST BOX 306
NEW YORK
,
NY
10027
N/A
PC
General & Unrestricted
500
THE BARUCH COLLEGE FUND
ONE BERNARD BARUCH WAY BOX A-1603
NEW YORK
,
NY
10010
N/A
PC
General & Unrestricted
400
THE CHILD CENTER OF NY INC
11835 QUEENS BLVD
FOREST HILLS
,
NY
11375
N/A
PC
General & Unrestricted
4,950
THE CHILDRENS AID SOCIETY
711 3RD AVE STE 700
NEW YORK
,
NY
10017
N/A
PC
General & Unrestricted
1,150
THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION
PO BOX 781352
PHILADELPHIA
,
PA
19178
N/A
PC
General & Unrestricted
280
THE HARKER SCHOOL
4525 UNION AVE
SAN JOSE
,
CA
95124
N/A
PC
General & Unrestricted
1,500
THE KENNEDY CENTER INC
2440 RESERVOIR AVE
TRUMBULL
,
CT
06611
N/A
PC
General & Unrestricted
2,000
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVE
NEW YORK
,
NY
10028
N/A
PC
General & Unrestricted
15,000
THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC
383 MAIN AVE 5TH FL
NORWALK
,
CT
06851
N/A
PC
General & Unrestricted
200
THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN
445 5TH AVE 4TH FL
NEW YORK
,
NY
10016
N/A
PC
General & Unrestricted
10,100
THE POSSE FOUNDATION INC
14 WALL ST STE 8A60
NEW YORK
,
NY
10005
N/A
PC
General & Unrestricted
50,000
THE V FOUNDATION
14600 WESTON PKWY
CARY
,
NC
27513
N/A
PC
General & Unrestricted
250
TRI CITY HEALTH PARTNERSHIP INC
318 WALNUT ST
ST CHARLES
,
IL
60174
N/A
PC
General & Unrestricted
1,000
TRUSTBRIDGE FOUNDATION INC
5300 E AVE
WEST PALM BCH
,
FL
33407
N/A
PC
General & Unrestricted
36
TRUSTEES OF COLUMBIA UNIVERSITY
33 W 60TH ST 7TH FL
NEW YORK
,
NY
10023
N/A
PC
First Eagle Investment Management Foundation Scholarship fund
78,000
TRUSTEES OF HAMILTON COLLEGE
198 COLLEGE HILL RD
CLINTON
,
NY
13323
N/A
PC
General & Unrestricted
500
TRUSTEES OF PRINCETON UNIVERSITY
701 CARNEGIE CTR
PRINCETON
,
NJ
08540
N/A
PC
General & Unrestricted
1,500
TRUSTEES OF PRINCETON UNIVERSITY
330 ALEXANDER ST
PRINCETON
,
NJ
08540
N/A
PC
General & Unrestricted
1,000
TRUSTEES OF TUFTS COLLEGE
160 PACKARD AVE
MEDFORD
,
MA
02155
N/A
PC
General & Unrestricted
300
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
130 E 59TH ST
NEW YORK
,
NY
10022
N/A
PC
General & Unrestricted
3,000
UNITED STATES SOCCER FEDERATION FOUNDATION INC
1140 CONNECTICUT AVE NW STE 1200
WASHINGTON
,
DC
20036
N/A
PC
General & Unrestricted
750
UNIVERSITY COMMUNITY HOSPITAL INC
3100 E FLETCHER AVE
TAMPA
,
FL
33613
N/A
PC
General & Unrestricted
2,500
UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND
523 E FRANKLIN ST
CHAPEL HILL
,
NC
27514
N/A
PC
General & Unrestricted
1,000
UNIVERSITY OF NOTRE DAME DU LAC
511 MAIN BLDG
NOTRE DAME
,
IN
46556
N/A
PC
General & Unrestricted
100
VERMONT FOODBANK
33 PARKER RD
BARRE
,
VT
05641
N/A
PC
General & Unrestricted
200
VERMONT PUBLIC RADIO
365 TROY AVE
COLCHESTER
,
VT
05446
N/A
PC
General & Unrestricted
1,200
WASHINGTON COUNTY MENTAL HEALTH SERVICES INC
PO BOX 647
MONTPELIER
,
VT
05601
N/A
PC
General & Unrestricted
200
WASHINGTON UNIVERSITY
ONE BROOKINGS DR CAMPUS BOX 1041
ST LOUIS
,
MO
63130
N/A
PC
General & Unrestricted
500
WELLESLEY COLLEGE
106 CENTRAL ST
WELLESLEY
,
MA
02481
N/A
PC
General & Unrestricted
600
WHEELING FORWARD INC
85 BROAD ST 18TH FL
NEW YORK
,
NY
10004
N/A
PC
General & Unrestricted
1,000
WNET
825 8TH AVE
NEW YORK
,
NY
10019
N/A
PC
General & Unrestricted
15,000
WORLD CENTRAL KITCHEN INCORPORATED
1342 FLORIDA AVE NW
WASHINGTON
,
DC
20009
N/A
PC
General & Unrestricted
72
WORLD T E A M SPORTS
4250 VETERANS MEMORIAL HWY STE
HOLBROOK
,
NY
11741
N/A
PC
Charitable Event
100
WWP INC - WOUNDED WARRIOR PROJECT INC
4899 BELFORT RD STE 300
JACKSONVILLE
,
FL
32256
N/A
PC
General & Unrestricted
500
XAVERIAN BROTHERS HIGH SCHOOL
800 CLAPBOARDTREE ST
WESTWOOD
,
MA
02090
N/A
PC
General & Unrestricted
5,000
YALE UNIVERSITY - SCHOOL OF MEDICINE
PO BOX 7611
NEW HAVEN
,
CT
06519
N/A
PC
General & Unrestricted
3,000
YEAR UP INC - NEW YORK
85 BROAD ST 6TH FL
NEW YORK
,
NY
10004
N/A
PC
General & Unrestricted
25,000
Total
.................................
3a
932,121
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
...........
14
7,746
4
Dividends and interest from securities
....
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
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
7,746
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
7,746
(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