-
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
AMERICAN WARRIOR INITIATIVE INC
Number and street (or P.O. box number if mail is not delivered to street address)
4750 S BILTMORE LN
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON
,
WI
53718
A Employer identification number
47-3566126
B
Telephone number (see instructions)
(608) 571-0508
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)
$
1,708,604
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)
932,106
2
Check
.............
3
Interest on savings and temporary cash investments
11,474
11,474
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
........
943,580
11,474
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
14,496
0
14,496
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
14,388
7,194
7,194
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
28,884
7,194
21,690
25
Contributions, gifts, grants paid
.......
650,764
650,764
26
Total expenses and disbursements.
Add lines 24 and 25
679,648
7,194
672,454
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
263,932
b
Net investment income
(if negative, enter -0-)
4,280
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
.............
616,727
580,778
580,778
2
Savings and temporary cash investments
.........
755,634
1,067,107
1,067,107
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
60,129
Less: allowance for doubtful accounts
124,906
60,129
60,129
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
..........
580
590
590
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)
1,497,847
1,708,604
1,708,604
17
Accounts payable and accrued expenses
..........
6,572
5,477
18
Grants payable
.................
122,749
97,557
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
)
26,888
0
23
Total liabilities
(add lines 17 through 22)
.........
156,209
103,034
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
1,088,990
1,195,103
25
Net assets with donor restrictions
............
252,648
410,467
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)
.....
1,341,638
1,605,570
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,497,847
1,708,604
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
1,341,638
2
Enter amount from Part I, line 27a
.....................
2
263,932
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,605,570
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,605,570
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
651,131
1,256,756
0.518105
2017
326,262
726,011
0.449390
2016
351,862
198,409
1.773418
2015
201,208
72,465
2.776623
2014
2
Total
of line 1, column (d)
.....................
2
5.517536
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
1.449892
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,714,595
5
Multiply line 4 by line 3
......................
5
2,485,978
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
43
7
Add lines 5 and 6
........................
7
2,486,021
8
Enter qualifying distributions from Part XII, line 4
,.............
8
672,454
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
86
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
86
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
86
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
86
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
86
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
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
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.
$
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)
AL
,
AK
,
AR
,
CA
,
CO
,
CT
,
DC
,
FL
,
GA
,
HI
,
IL
,
KS
,
ME
,
MD
,
MA
,
MI
,
MN
,
MI
,
MS
,
MO
,
NV
,
NH
,
NJ
,
NM
,
NY
,
NC
,
ND
,
OH
,
OK
,
OR
,
PA
,
RI
,
SC
,
TN
,
UT
,
VA
,
WA
,
WV
,
WI
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
WWW.AMERICANWARRIORINITIATIVE.COM
14
The books are in care of
TODD GAVINSKI
Telephone no.
(608) 571-0508
Located at
4750 S BILTMORE LN
MADISON
WI
ZIP+4
53718
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
No
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
STEVEN JACOBSON
PRESIDENT
1.00
0
0
0
4750 S BILTMORE LANE
MADISON
,
WI
537182108
TODD GAVINSKI
DIRECTOR
1.00
0
0
0
4750 S BILTMORE LANE
MADISON
,
WI
537182108
LEONARD KRUPINSKI
DIRECTOR
1.00
0
0
0
4750 S BILTMORE LANE
MADISON
,
WI
537182108
SEAN PARNELL
DIRECTOR
1.00
0
0
0
4750 S BILTMORE LANE
MADISON
,
WI
537182108
LOUISE THAXTON
DIRECTOR
1.00
0
0
0
4750 S BILTMORE LANE
MADISON
,
WI
537182108
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
THE AMERICAN WARRIOR INITIATIVE HAS REACHED OVER 25,000 REAL ESTATE AGENTS AROUND THE COUNTRY AT THE AMERICAN WARRIOR REAL ESTATE PROFESSIONAL (AWREP) BOOT CAMPS, BRINGING AWARENESS TO THE CHALLENGES FACING MEN AND WOMEN WHO HAVE SERVED IN THE MILITARY WHEN RETURNING FROM WAR. IN 2018, AWI LAUNCHED FREEDOM TOURS WITH GOLD STAR MOM KAREN VAUGHN. FROM HER UNIQUE PERSPECTIVE--AS A MOM WHOSE SON WAS KILLED IN ACTION IN AFGHANISTAN--KAREN SHARES A POWERFUL MESSAGE ON OUR OBLIGATION AS EVERYDAY CITIZENS TO HONOR THE SACRIFICE OF THOSE WHO'VE GIVEN SO MUCH FOR OUR FREEDOM.AWI HAS SPEARHEADED MORE THAN 100 GIVE-BACK INITIATIVES TO THE WOUNDED HEROES OF AMERICA. THESE WOUNDED HEROES HAVE BEEN SERVED THROUGH MORTGAGE-FREE HOUSING, BUSINESS GRANTS, HOME UPGRADES, SERVICE DOGS, AND MORE.
650,764
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
1,740,706
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,740,706
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
1,740,706
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
26,111
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,714,595
6
Minimum investment return.
Enter 5% of line 5
..................
6
85,730
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
85,730
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
86
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
86
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
85,644
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
85,644
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
85,644
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
672,454
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
672,454
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
672,454
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
85,644
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
......
198,290
c
From 2016
......
341,942
d
From 2017
......
289,961
e
From 2018
......
588,293
f
Total
of lines 3a through e
........
1,418,486
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
672,454
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
.....
85,644
e
Remaining amount distributed out of corpus
586,810
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
2,005,296
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
......
2,005,296
10
Analysis of line 9:
a
Excess from 2015
....
198,290
b
Excess from 2016
....
341,942
c
Excess from 2017
....
289,961
d
Excess from 2018
....
588,293
e
Excess from 2019
....
586,810
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
AMERICAN WARRIOR INITIATIVE
4750 S BILTMORE LN
MADISON
,
WI
53718
(724) 900-6045
AWI@FAIRWAYMC.COM
b
The form in which applications should be submitted and information and materials they should include:
SEE VETERAN SUPPORT FORM AT WWW.AMERICANWARRIORINITIATIVE.COM/VETERAN-SUPPORT-FORM
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
A VETERAN MUST HAVE BEEN HONORABLY DISCHARGED TO APPLY FOR ASSISTANCE. AWI DOES NOT MAKE GRANTS OUTSIDE ITS FUNDING PRIORITIES.
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
A TRIBUTE TO VETERANS
PO BOX 404
FRIENDSHIP
,
WI
53934
N/A
NC
DONATION FOR MEMORIAL
10,500
ABE HAUPT
219 STRAGEWAY AVE
LODI
,
WI
53555
NONE
I
HOME RENOVATION/AIR CONDITIONER
2,181
AMERICAN LEGION POST 28 HONOR GUARD
24661 PETER KINS RD
GEORGETOWN
,
DE
19947
N/A
NC
HONOR GUARD DONATION
250
BECKY WOOD-JOHNSON
801 DESERT CIRCLE
FOUNTAIN
,
CO
80817
NONE
I
HOME REMODELING/REPAIR
1,126
BRANDI FISHER
6605 ALLIANCE LOOP
COLORADO SPRINGS
,
CO
80925
NONE
I
GIFT CARD
230
BRIGADOON SERVICE DOGS
4759 MISSION ROAD
BELLINGHAM
,
WA
98226
N/A
PC
SERVICE DOGS
40,000
BRYAN CHAMBERS
1267 E BONEBRAKE ROAD
VEEDERSBURG
,
IN
47987
NONE
I
FINANCIAL ASSISTANCE
2,218
BUCKEYE K9 LLC
2490 MCGAW RD
OBETZ
,
OH
43207
N/A
NC
SERVICE DOG TRAINING
6,125
CHRIS BARNSON
8918 107TH ST SW
LAKEWOOD
,
WA
98498
NONE
I
FINANCIAL ASSISTANCE
1,233
CLINT LORANCE
4226 CR 1098
CELESTE
,
TX
75423
NONE
I
FINANCIAL ASSISTANCE
2,500
CONRAD BROWNING
217 HOOSAC ST EAST
WATERVILLE
,
MN
56096
NONE
I
FINANCIAL ASSISTANCE
2,200
COREY SANDERS
22690 SW UPPER ROY ST
SHERWOOD
,
OR
97140
NONE
I
FAMILY GRANT
10,000
CUSTOM CANINES
2310 MUSTANG WAY
MADISON
,
WI
53718
N/A
PC
SERVICE DOGS
105,850
DANIEL KINNEY
664 LYNNHAVEN PARK DR
WINSTONSALEM
,
NC
27107
NONE
I
REPAIRS FOR STEVE PARKS
50
DANIELLE FIGUEROA
4512 36TH ST S APT B2
ARLINGTON
,
VA
22206
NONE
I
FINANCIAL ASSISTANCE
15,000
DARRICK BROOKS
1401 3RD AVE SE
AUSTIN
,
MN
55912
NONE
I
FINANCIAL ASSISTANCE
3,511
DENNIS FLICKINGER
11597 EAST D AVE
RICHLAND
,
MI
49083
NONE
I
FINANCIAL ASSISTANCE
2,883
DOUGLAS TARGETT
1855 PROMENADE LAN
XENIA
,
OH
45385
NONE
I
SERVICE DOG 4PAWS
17,000
ERIK BURTON
10226 PARK STREAM DRIVE
INDIANAPOLIS
,
IN
46229
NONE
I
FINANCIAL ASSISTANCE
9,121
FAIRWAY CARES INC
4750 S BILTMORE LANE
MADISON
,
WI
53718
N/A
PC
DONATION - SHARON SNYDER GRANT
1,000
FATAI EMIABATA
1521 E PRESTON ST
BALTIMORE
,
MD
21202
NONE
I
FINANCIAL ASSISTANCE
1,324
FOREST LAWN EAST CEMETARY
3700 FOREST LAWN DRIVE
MATTEWS
,
NC
28104
N/A
NC
DONATION WREATHS ACROSS AMERICA
750
FORWARD ASSIST INC
12500 SW RIVERVIEW LANE
WILSONVILLE
,
OR
97070
N/A
PC
DONATION
28,000
GALVESTON COUNTY AMPUTEE ALLIANCE
2704 BRANDING IRON DR LOT 32
DICKINSON
,
TX
77539
N/A
PC
DONATION
15,000
GARY JEFFRESS
913 SANDALWOOD AVE
RICHARDSON
,
TX
75080
NONE
I
FINANCIAL ASSISTANCE
15,000
GREG FAGAN
300 GATEWOOD DR
WINSTONSALEM
,
NC
27104
NONE
I
FAMILY GRANT
6,516
GUARDIAN SERVICE DOGS
1228 ROYALE DR
COLORADO SPRINGS
,
CO
80910
N/A
PC
4 SERVICE DOG TRAININGS
25,000
HELPING PAWS INC
630 12TH AVE SOUTH
HOPKINS
,
MN
55343
N/A
PC
DONATION FOR SERVICE DOG
10,000
HILARY DALY
4895 HAHNS PEAK DR UNIT 104
LOVELAND
,
CO
80538
NONE
I
FINANCIAL ASSISTANCE
6,841
HONOR GUARD INDIANAPOLIS
5440 HERBERT LORD ROAD
INDIANPOLIS
,
IN
46216
N/A
NC
DONATION
200
ISAAC THAXTON
590 CREATIVE WAY
MADISON
,
TN
37115
NONE
I
SCHOLARSHIP
5,000
IVAN JONES
1841 MURDOCK RD
MARIETTA
,
GA
30062
NONE
I
FINANCIAL ASSISTANCE
3,810
JACKSON SYENS
546 CLEMMENS CT
PORTAGE
,
WI
53901
NONE
I
MILITARY SCHOLARSHIP
1,000
JAMES CURRAN
9 RYANS WAY
WEYMOUTH
,
MA
02190
NONE
I
FINANCIAL ASSISTANCE
3,000
JAY MAYFIELD
1238 JACK PINE RD
CLOVER
,
SC
29710
NONE
I
FINANCIAL ASSISTANCE
4,250
JAYD BOSIACKI
4900 SAPPHIRE DR
KILEEN
,
TX
76542
NONE
I
FINANCIAL ASSISTANCE
20,000
JERRY HITCHCOCK
121 TUPELO DRIVE
HEDGESVILLE
,
WV
25427
NONE
I
GIFT CARD
230
JIM LAW
5310 WOODSDALE ROAD
RALEIGH
,
NC
27606
NONE
I
FINANCIAL ASSISTANCE
6,784
JIMMIE LEWIS
14810 CANTRELL RD 160
LITTLE ROCK
,
AR
72223
NONE
I
REAL ESTATE SCHOOL FEE
400
JOSEPH AND HEATHER ZUJKOWSKI
7910 BENNETT BRANCH ROAD
MOUNT AIRY
,
MD
21771
NONE
I
FAMILY GRANT
10,432
JOSH SAMUELSON
2633 6TH AVE
PUEBLO
,
CO
81003
NONE
I
FINANCIAL ASSISTANCE
2,600
KEEGAN IVERSEN
26466 IPAVA AVE
LAKEVILLE
,
MN
55044
NONE
I
FAMILY GRANT/VEHICLE
9,407
LABS FOR LIBERTY
PO BOX 633
MORGAN
,
UT
84050
N/A
PC
FINANCIAL ASSISTANCE
15,000
LESA THOMPSON
768 DURR SCHOOL RD
ROBELINE
,
LA
71469
NONE
I
FINANCIAL ASSISTANCE
15,028
LISA SIMMELINK
705 MEMORIAL DRIVE
KEWAUSKUM
,
WI
53040
NONE
I
FENCE FOR SERVICE DOG
4,500
LOVE VETS MINISTRIES
750 BOILING ST
JACKSON
,
MS
39209
N/A
PC
DONATION
5,000
MARCUS MATTHEW SALINAS
315 LAGUNILLAS
CHARLOTTE
,
TX
78201
NONE
I
FINANCIAL ASSISTANCE
2,900
MATT SULLIVAN
1900 S HIGHLAND AVE
PLYMOUTH
,
MA
02360
NONE
I
FAMILY GRANT
7,659
MAVERICKS CONSTRUCTION & REPAIR
4419 CENTENNIAL BLVD 262
COLORADO SPRINGS
,
CO
80907
N/A
NC
VETERAN TRAINING
3,051
MELISSA SHANK
217 GRANT ST
FREDRICKTOWN
,
OH
43019
NONE
I
FAMILY GRANT FOR HOME REPAIRS
5,025
MELVIN WITCHER
8321 RICHMOND AVE
KANSAS CITY
,
MO
64119
NONE
I
DOWN PAYMENT ON SEWER REPAIR
2,000
MICHAEL LAMBERT
8434 MCNIECE DR SE
YELM
,
WA
98597
NONE
I
FINANCIAL ASSISTANCE
5,335
MICHAEL STEVEN PARKS
7001 LAKE ELLENOR DR
ORLANDO
,
FL
32809
NONE
I
CHAIR LIFT
5,352
NANETTE BUSH
800 UINTA ST
EVANSTON
,
WY
82930
NONE
I
FUNERAL COSTS
1,617
NEAL JOHNSON
1114 COLONIAL HEIGHTS DR
RICHMOND
,
TX
77406
NONE
I
FINANCIAL ASSISTANCE
10,000
PAUL LA CHANCE
501 RIVERVIEW DR
GRAND JUNCTION
,
CO
81507
NONE
I
RACE/TRAVEL FEES
3,501
POST 28 HONOR GUARD
31768 LEGION RD
MILSBORO
,
DE
19966
N/A
NC
DONATION
250
PUPOSEFULL PAWS
PO BOX 442
BUNKER HILL
,
WV
25413
N/A
PC
SERVICE DOG TRAINING
3,000
RAINBOW SERVICE DOGS INC
1700 EAST RIVER RD 64093
TUCSON
,
AZ
85728
N/A
PC
SERVICE DOG
4,000
RHODE ISLAND VETERANS' HOME COMMUNITY LIVING CENTER
480 METACOM AVE
BRISTOL
,
RI
02809
N/A
NC
DONATION
600
SPRING VALLEY HS FUNDRAISER
110 MATTHEWS STATION ST STE 2D
MATTHEWS
,
NC
28105
N/A
NC
JROTC PROGRAM DONATON
850
STEVE JOHNSON
5728 EVARIT DR
MOUNT PLEASANT
,
WI
53406
NONE
I
FINANCIAL ASSISTANCE
2,500
STILLWATER RANCH
8511 COLYOTE RUN
LOVELAND
,
CO
80537
N/A
PC
DONATION
25,000
TAILS OF VALOR PAWS OF HONOR
PO BOX 127
COOPERSBURG
,
PA
18036
N/A
PC
DONATION
31,000
TEXAS FALLEN PROJECT
1150 S BELL BLVD
CEDAR PARK
,
TX
78613
N/A
PC
DONATION/BOBBY WINTHROW
10,000
THE JOEL FUND
822 S WHITE STREET SUITE 106
WAKE FOREST
,
NC
27587
N/A
PC
DONATION
2,500
TRAE COSTA
2633 6TH AVE
COLORADO SPRINGS
,
CO
80906
NONE
I
FIX WATER PIPES
2,600
TRIBUTE TO HONOR
28521 SW ORLEANS AVE
WILSONVILLE
,
OR
97070
N/A
PC
DONATION
15,000
TRISTAN MASSIATTE-LUNA
7501-A RIDGE RD
FREDERICK
,
MD
21702
NONE
I
FAMILY GRANT
2,500
ULTIMATE CANINE
15859 LITTLE EAGLE CREEK AVE
WESTFIELD
,
IN
46074
N/A
NC
SERVICE DOG
17,174
USO NORTHWEST
7000 NE AIRPORT WAY SUITE 3112
PORTLAND
,
OR
97218
N/A
PC
DONATION
4,300
WARRIOR CANINE CONNECTION
14934 SCHAEFFER ROAD
BOYDS
,
MD
20841
N/A
PC
DONATION
20,000
WARRIORS BEST FRIEND FOUNDATION
PO BOX 1432
LIBERTY
,
MO
64069
N/A
PC
DONATION
10,000
WE CARE A SAFE PLACE
827 W PRAIRIE AVE
HAYDEN
,
ID
83835
N/A
PC
DONATION
5,000
Total
.................................
3a
650,764
b
Approved for future payment
ANDREW JELSIK JR
1230 SHEERWOOD ST
BUNNELL
,
FL
32100
NONE
I
SEPTIC SYSTEM REPAIR
4,432
CHESLEY JOHNSON
44382 260TH
CANISTOTA
,
SD
57012
NONE
I
FINANCIAL ASSISTANCE
4,340
CHRIS BARNSON
8918 107TH ST SW
LAKEWOOD
,
WA
98498
NONE
I
FINANCIAL ASSISTANCE
21
DARRICK BROOKS
1401 3RD AVE SE
AUSTIN
,
MN
55912
NONE
I
FINANCIAL ASSISTANCE
3,073
DAVID KELLEY
2711 158TH ST E
TACOMA
,
WA
98445
NONE
I
FINANCIAL ASSISTANCE
2,873
DENNIS FOWLER
7310 MALLORY CIRCLE
ALEXANDRIA
,
VA
22315
NONE
I
FAMILY GRANT
10,000
DERRICK BARTLETT
368 MARION ST E
ATLANTA
,
GA
30315
NONE
I
FORD F150 PICKUP
3,000
ERIK BURTON
10226 PARK STREAM DRIVE
INDIANAPOLIS
,
IN
46229
NONE
I
FINANCIAL ASSISTANCE
5,880
GREG FAGAN
300 GATEWOOD DR
WINSTONSALEM
,
NC
27104
NONE
I
FAMILY GRANT
3,484
GUARDIAN SERVICE DOGS
1228 ROYALE DR
COLORADO SPRINGS
,
CO
80910
N/A
PC
4 SERVICE DOG TRAININGS
30,000
HILARY DALY
4895 HAHNS PEAK DR UNIT 104
LOVELAND
,
CO
80538
NONE
I
FINANCIAL ASSISTANCE
159
JAMES TAYLOR
130 LAKEWOOD POINT DR
BOSSIER CITY
,
LA
71112
NONE
I
FINANCIAL ASSISTANCE
1,027
JARED GOULD
335 LIVE OAK CHURCH RD
HINESVILLE
,
GA
31313
NONE
I
FINANCIAL ASSISTANCE
1,381
JIM LAW
5310 WOODSDALE ROAD
RALEIGH
,
NC
27606
NONE
I
FINANCIAL ASSISTANCE
3,216
JOHN WILLIAMS
400 LAZY J DRIVE
SMITHFIELD
,
NC
27577
NONE
I
FINANCIAL ASSISTANCE
3,500
JOSEPH AND HEATHER ZUJKOWSKI
7910 BENNETT BRANCH ROAD
MOUNT AIRY
,
MD
21771
NONE
I
FAMILY GRANT
1,568
KEEGAN IVERSEN
26466 IPAVA AVE
LAKEVILLE
,
MN
55044
NONE
I
FAMILY GRANT/VEHICLE
598
MARK ANTHONY HUGHES
1728 BAUST CHURCH RD
UNION BRIDGE
,
MD
21791
NONE
I
FINANCIAL ASSISTANCE
10,000
MATT SULLIVAN
1900 S HIGHLAND AVE
PLYMOUTH
,
MA
02360
NONE
I
FAMILY GRANT
2,386
PAUL ADAMS
1361 SHERIDAN DR
OGDEN
,
UT
84404
NONE
I
FAMILY GRANT - SON HAS AUTISM
2,202
STEVEN CARL KLENDENING
654 SLONAKER LANE
MARTINSBUG
,
WV
25405
NONE
I
FINANCIAL ASSISTANCE
2,000
ZEBULEN MILLER
624 REMINGTON PARK
ROBINSON
,
TX
76706
NONE
I
SEPTIC SYSTEM REPAIR
2,417
Total
.................................
3b
97,557
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
11,474
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)
..
0
11,474
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
11,474
(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