-
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
STRANAHAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
4169 HOLLAND-SYLVANIA ROAD NO 201
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TOLEDO
,
OH
43623
A Employer identification number
34-6514375
B
Telephone number (see instructions)
(419) 882-5575
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)
$
105,506,915
J
Accounting method:
Cash
Accrual
Other (specify)
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
285,282
285,282
4
Dividends and interest from securities
...
1,618,610
1,618,610
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
8,295,738
b
Gross sales price for all assets on line 6a
12,648,317
7
Capital gain net income (from Part IV, line 2)
...
8,163,072
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)
.......
6,000
-5,319
0
12
Total.
Add lines 1 through 11
........
10,205,630
10,061,645
0
13
Compensation of officers, directors, trustees, etc.
223,263
33,564
0
189,699
14
Other employee salaries and wages
......
203,270
15,449
0
179,483
15
Pension plans, employee benefits
.......
61,896
5,884
0
55,148
16a
Legal fees (attach schedule)
.........
40,249
30,915
0
9,334
b
Accounting fees (attach schedule)
.......
84,095
56,375
0
13,446
c
Other professional fees (attach schedule)
....
426,368
296,174
0
130,194
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
171,388
7,952
0
22,914
19
Depreciation (attach schedule) and depletion
...
3,251
0
0
20
Occupancy
..............
29,452
2,945
0
26,507
21
Travel, conferences, and meetings
.......
140,848
1,312
0
136,670
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
74,044
7,724
0
66,320
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,458,124
458,294
0
829,715
25
Contributions, gifts, grants paid
.......
5,296,980
5,296,980
26
Total expenses and disbursements.
Add lines 24 and 25
6,755,104
458,294
0
6,126,695
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
3,450,526
b
Net investment income
(if negative, enter -0-)
9,603,351
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
3,789,111
1,225,225
1,225,225
2
Savings and temporary cash investments
.........
471,335
6,895,746
6,895,746
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
..........
2,456
2,476
2,476
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
4,776,423
7,244,953
7,244,953
c
Investments—corporate bonds (attach schedule)
.......
6,617,781
7,192,983
7,192,983
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
79,060,622
82,847,413
82,847,413
14
Land, buildings, and equipment: basis
52,924
Less: accumulated depreciation (attach schedule)
25,909
4,144
27,015
27,015
15
Other assets (describe
)
56,976
71,104
71,104
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
94,778,848
105,506,915
105,506,915
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
)
1,726
5,496
23
Total liabilities
(add lines 17 through 22)
.........
1,726
5,496
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
94,777,122
105,501,419
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
94,777,122
105,501,419
30
Total liabilities and net assets/fund balances
(see instructions)
.
94,778,848
105,506,915
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
94,777,122
2
Enter amount from Part I, line 27a
.....................
2
3,450,526
3
Other increases not included in line 2 (itemize)
3
7,273,771
4
Add lines 1, 2, and 3
..........................
4
105,501,419
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
105,501,419
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
CAPITAL GAIN DISTRIBUTIONS FROM MUTUAL FUNDS
P
2018-01-01
2019-12-31
b
CAPITAL GAINS FROM AABERDEEN VENTURE PARTNERS VII LP - FINAL K-1
P
2018-01-01
2019-12-31
c
CAPITAL GAINS FROM ABERDEEN US PRIVATE EQUITY II LP - FINAL K-1
P
2018-01-01
2019-12-31
d
CAPITAL GAINS FROM ABERDEEN US PRIVATE EQUITY IV LP - FINAL K-1
P
2018-01-01
2019-12-31
e
CAPITAL GAINS FROM ABERDEEN VENTURE PARTNERS IX LP - FINAL K-1
P
2018-01-01
2019-12-31
CAPITAL GAINS FROM CAPITAL DYNAMICS CHAMPION VENTURES V LP - FINAL K-1
P
2018-01-01
2019-12-31
CAPITAL GAINS FROM HRJ CAPITAL VC V LP - FINAL K-1
P
2018-01-01
2019-12-31
CAPITAL GAINS FROM PARTNERSHIPS
P
2018-01-01
2019-12-31
CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES
2018-01-01
2019-12-31
CAPITAL GAINS FROM RCP FUND IX LP - FINAL K-1
P
2018-01-01
2019-12-31
CAPITAL GAINS FROM RCP FUND VI - FINAL K-1
P
2018-01-01
2019-12-31
CAPITAL LOSSES FROM ABERDEEN VENTURE PARTNERS VIII (OFFSHORE), L.P. - FINAL
P
2018-01-01
2019-12-31
CAPITAL LOSSES FROM HRJ SPECIAL OPPORTUNITES I LP - FINAL K-1
P
2018-01-01
2019-12-31
CAPITAL LOSSES FROM RCP FUND VIII FEEDER, LTD. - FINAL K-1
P
2018-01-01
2019-12-31
CAPITAL LOSSES FROM RCP FUND XII LP - FINAL K-1
P
2018-01-01
2019-12-31
CAPITAL LOSSES FROM RCP SOF FEEDER, LTD. - FINAL K-1
P
2018-01-01
2019-12-31
SECURITIES LITIGATION PROCEEDS
P
2018-01-01
2019-12-31
(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
6,040,961
6,040,961
b
350,057
269,671
80,386
c
4,172
36,062
-31,890
d
253,136
205,379
47,757
e
509,493
392,938
116,555
147,000
125,748
21,252
21,129
22,839
-1,710
294,794
294,794
2,247,788
2,247,788
741,602
606,390
135,212
85,737
103,279
-17,542
547,407
863,434
-316,027
68,000
253,242
-185,242
1,045,162
1,331,278
-286,116
260,000
229,617
30,383
24,890
45,368
-20,478
6,989
6,989
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
6,040,961
b
80,386
c
-31,890
d
47,757
e
116,555
21,252
-1,710
294,794
2,247,788
135,212
-17,542
-316,027
-185,242
-286,116
30,383
-20,478
6,989
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
8,163,072
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
5,324,100
102,067,164
0.052163
2017
4,149,821
99,593,145
0.041668
2016
4,426,089
91,236,684
0.048512
2015
5,239,141
94,679,482
0.055336
2014
5,376,148
97,737,720
0.055006
2
Total
of line 1, column (d)
.....................
2
0.252685
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
0.050537
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
100,346,266
5
Multiply line 4 by line 3
......................
5
5,071,199
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
96,034
7
Add lines 5 and 6
........................
7
5,167,233
8
Enter qualifying distributions from Part XII, line 4
,.............
8
6,126,695
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
96,034
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
96,034
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
96,034
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
164,602
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
46,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
210,602
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
114,568
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
114,568
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
Yes
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
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)
OH
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.STRANAHANFOUNDATION.ORG
14
The books are in care of
PAMELA HOWELL-BEACH
Telephone no.
(419) 882-5575
Located at
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
OH
ZIP+4
43623
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
PAMELA HOWELL-BEACH
CEO
50.00
221,679
30,785
2,084
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
PATRICK STRANAHAN
PRESIDENT
2.00
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
PAGE ARMSTRONG
VICE PRESIDENT
1.50
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
JULIE BROTJE HIGGINS
TREASURER
2.00
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
MARK E STRANAHAN
TRUSTEE
1.00
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
PAGE EASTER
SECRETARY
1.00
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
ROBERT BAYNE
TRUSTEE
1.00
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
STEPHANIE STRANAHAN
TRUSTEE
1.00
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
TIMOTHY FOSTER
TRUSTEE
1.00
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
TREVOR FOSTER
TRUSTEE
1.00
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
MICHAEL FOSTER OFF AS OF 12-31-2019
TRUSTEE
1.50
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
ABBY STRANAHAN WARD
TRUSTEE
1.00
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
CRAIG FREDERICKSON
TRUSTEE
1.00
0
0
0
4169 HOLLAND-SYLVANIA RD STE 201
TOLEDO
,
OH
43623
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
JANNA LAZELLE-LAKE
FINANCE/HUMAN RESOUR
37.50
77,245
5,407
0
4169 HOLLAND -SYLVANIA RD 201
TOLEDO
,
OH
43623
SARAH HARRISON
COMMUNITY STEWARD &
26.00
59,186
4,178
500
4169 HOLLAND -SYLVANIA RD 201
TOLEDO
,
OH
43623
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
ASSET CONSULTING GROUP LLC
INVESTMENT ADVISORY
95,742
231 SBEMISTON 14TH FLOOR
ST LOUIS
,
MO
63105
BELLWETHER EDUCATION PARTNERS
EARLY CHILDHOOD CONSULTANT
88,000
517 BOSTON POST ROAD 171
SUDBURY
,
MA
01776
WILLIAM BLAIR
MONEY MANAGER
71,217
222 WEST ADAMS STREET FL14
CHICAGO
,
IL
60606
EARNEST PARTNERS LLC
MONEY MANAGER
57,865
1180 PEACHTREE ST NE STE 2300
ATLANTA
,
GA
30309
DELOITTE TAX LLP
TAX PREPARER
51,431
PO BOX 844736
DALLAS
,
TX
75284
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
95,703,745
b
Average of monthly cash balances
.......................
1b
6,170,637
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
101,874,382
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
101,874,382
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,528,116
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
100,346,266
6
Minimum investment return.
Enter 5% of line 5
..................
6
5,017,313
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
5,017,313
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
96,034
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
96,034
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4,921,279
4
Recoveries of amounts treated as qualifying distributions
................
4
541,951
5
Add lines 3 and 4
............................
5
5,463,230
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
5,463,230
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
6,126,695
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
6,126,695
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
96,034
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
6,030,661
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
5,463,230
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
151,123
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
6,126,695
a
Applied to 2018, but not more than line 2a
151,123
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
.....
5,463,230
e
Remaining amount distributed out of corpus
512,342
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
512,342
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
......
512,342
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
512,342
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:
WEBSITE
HTTPWWWSTRANAHANFOUNDATIONORG
TOLEDO
,
OH
48243
(419) 882-5575
b
The form in which applications should be submitted and information and materials they should include:
ALL APPLICANTS MUST HAVE NONPROFIT STATUS AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GRANTS ARE GENERALLY MADE TO ENTITIES THAT QUALIFY AS U.S. PUBLIC CHARITIES AND ARE NOT TYPE III NON-FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATIONS. THERE ARE TWO PHASES TO THE APPLICATION PROCESS, FOR ADDITIONAL INFORMATION SEE WEBSITE AT HTTP://WWW.STRANAHANFOUNDATION.ORG
c
Any submission deadlines:
FOR ADDITIONAL INFORMATION SEE WEBSITE AT HTTP://WWW.STRANAHANFOUNDATION.ORG
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOR ADDITIONAL INFORMATION SEE WEBSITE AT HTTP://WWW.STRANAHANFOUNDATION.ORG
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
ABILITYFIRST
1300 EAST GREEN STREET
PASADENA
,
CA
91006
PC
CONTINUING OPERATING SUPPORT
35,000
AMOS HOUSE
460 PINE STREET
PROVIDENCE
,
RI
02907
PC
CONTINUING OPERATING SUPPORT
35,000
ATLANTA SPEECH SCHOOL
3160 NORTHSIDE PARKWAY NW
ATLANTA
,
GA
30327
PC
EXPANSION
17,686
ATLANTA SPEECH SCHOOL
3160 NORTHSIDE PARKWAY NW
ATLANTA
,
GA
30327
PC
EXPANSION
12,772
BABY UNIVERSITY
860 ORCHARD TOLEDO
TOLEDO
,
OH
43609
PC
CONTINUING OPERATING SUPPORT
35,000
BELLWETHER EDUCATION PARTNERS INC
517 BOSTON POST ROAD SUITE 171
SUDBURY
,
MA
01776
PC
OTHER
3,125
BIG SKY YOUTH EMPOWERMENT PROJECT INC
225 EAST MENDENHALL STREET
BOZEMAN
,
MT
59715
PC
CONTINUING OPERATING SUPPORT
35,000
BITTERSWEET INC
12660 ARCHBOLD-WHITEHOUSE RD
WHITEHOUSE
,
OH
43571
PC
CAPITAL
30,000
BLACK SWAMP CONSERVANCY THE
PO BOX 332 PERRYSBURG OH 43552
PERRYSBURG
,
OH
43552
PC
PROJECT START UP
25,000
BOWLING GREEN STATE UNIVERSITY
HEALTH HUMAN SERVICES BLDG OFFICE
124
BOWLING GREEN
,
OH
43403
GOV
CONTINUING OPERATING SUPPORT
1,030
BOWLING GREEN STATE UNIVERSITY
HEALTH HUMAN SERVICES BLDG OFFICE
124
BOWLING GREEN
,
OH
43403
GOV
CONTINUING OPERATING SUPPORT
770
BREWSTER CONSERVATION TRUST
36 RED TOP ROAD
BREWSTER
,
MA
02631
PC
CONTINUING OPERATING SUPPORT
12,500
BUT GOD MINISTRIES
404 FONTAINE PL STE 104
RIDGELAND
,
MS
39157
PC
CONTINUING OPERATING SUPPORT
35,000
CANDID MIDWEST
1422 EUCLID AVENUE SUITE 1600
CLEVELAND
,
OH
44115
PC
CONTINUING OPERATING SUPPORT
2,500
CHARLESTON GAILLARD MANAGEMENT CORP
95 CALHOUN STREET
CHARLESTON
,
SC
29401
PC
CONTINUING OPERATING SUPPORT
35,000
CHERRY STREET MISSION MINISTRIES INC
1501 MONROE ST
TOLEDO
,
OH
43604
PC
CAPITAL
35,000
CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUE
BOSTON
,
MA
02115
PC
START UP
163,517
CROSSCUT MOUNTAIN SPORTS CENTER
16621 BRIDGER CANYON RD
BOZEMAN
,
MT
59715
PC
CONTINUING OPERATING SUPPORT
35,000
DALLAS MISSION FOR LIFE INC
1100 CADIZ
DALLAS
,
TX
75215
PC
CONTINUING OPERATING SUPPORT
35,000
DAVID LAWRENCE MENTAL HEALTH CENTER INC
6075 BATHEY LANE
NAPLES
,
FL
34116
PC
CAPITAL
32,862
DAVID LAWRENCE MENTAL HEALTH CENTER INC
6075 BATHEY LANE
NAPLES
,
FL
34116
PC
CONTINUING OPERATING SUPPORT
35,000
ELS FOR AUTISM FOUNDATION
18370 LIMESTONE CREEK ROAD
JUPITER
,
FL
33458
PC
CONTINUING OPERATING SUPPORT
35,000
EMPOWERMT
2300 REGENT STREET SUITE 101
MISSOULA
,
MT
59801
PC
CONTINUING OPERATING SUPPORT
35,000
FOREST CONSERVANCY
1012 BROOKIE DR
CARBONDALE
,
CO
81623
PC
CONTINUING OPERATING SUPPORT
35,000
GIRL SCOUTS OF WESTERN OHIO
2244 COLLINGWOOD BLVD
TOLEDO
,
OH
43620
PC
CONTINUING OPERATING SUPPORT
30,000
GREENS FARMS ACADEMY
35 BEACHSIDE AVENUE PO BOX 998
WESTPORT
,
CT
06880
PC
CONTINUING OPERATING SUPPORT
35,000
GRIEF SUPPORT NETWORK
PO BOX 20961
BOULDER
,
CO
80301
PC
CONTINUING OPERATING SUPPORT
20,000
HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES
100 W WALNUT SUITE 375
PASADENA
,
CA
91124
PC
CONTINUING OPERATING SUPPORT
35,000
HAVEN
PO BOX 752 BOZEMAN
BOZEMAN
,
MT
59771
PC
CONTINUING OPERATING SUPPORT
35,000
HORIZONS OF KENT AND QUEEN ANNE'S
116 S LYNCHBURG STREET SUITE B
CHESTERTOWN
,
MD
21620
PC
CONTINUING OPERATING SUPPORT
35,000
HOUSING ASSISTANCE CORPORATION INC
460 WEST MAIN STREET
HYANNIS
,
MA
02601
PC
CONTINUING OPERATING SUPPORT
35,000
HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 SOUTH TRACY
BOZEMAN
,
MT
59714
PC
PROJECT START UP
50,000
JUMPING MOUSE CHILDREN'S CENTER
1809 SHERIDAN STREET
PORT TOWNSEND
,
WA
98368
PC
CONTINUING OPERATING SUPPORT
35,000
JUMPSTART FOR YOUNG CHILDREN INC
NATIONAL HEADQUARTERS 308 CONGRESS
ST 6TH FLOOR
BOSTON
,
MA
02210
PC
START UP
300,000
KIDS CANCER FOUNDATION INC
246 ROYAL PALM BEACH BLVD
ROYAL PALM BEACH
,
FL
33411
PC
CONTINUING OPERATING SUPPORT
35,000
LA COMPOST
221 W AVE 45
LOS ANGELES
,
CA
90065
PC
OTHER SUPPORT
40,000
LIGHT HOUSE STUDIO INC
121 E WATER STREET
CHARLOTTESVILLE
,
VA
22902
PC
CAPITAL
50,000
LIGHTHOUSE FOR THE BLIND OF THE PALM BEACHES
1710 TIFFANY DRIVE EAST
WEST PALM BEACH
,
FL
33407
PC
CONTINUING OPERATING SUPPORT
35,000
LIGHTHOUSE WRITERS WORKSHOP INC
1515 RACE STREET
DENVER
,
CO
80206
PC
CONTINUING OPERATING SUPPORT
35,000
LOUISIANA DEPARTMENT OF EDUCATION
1201 NORTH THIRD STREET
BATON ROUGE
,
LA
70802
GOV
SI-START UP
57,307
MEDSTAR-GEORGETOWN MEDICAL CENTER INC
2115 WISCONSIN AVENUE NW
WASHINGTON
,
DC
20007
PC
SI-CONTINUING OPERATING SUPPORT
180,760
MIDNIGHT MISSION THE
601 S SAN PEDRO
LOS ANGELES
,
CA
90014
PC
CONTINUING OPERATING SUPPORT
35,000
MIMA MUSIC INC
297 TURKEY RIDGE RD
CHARLOTTESVILLE
,
VA
22903
PC
CONTINUING OPERATING SUPPORT
35,000
MISSOULA COMMUNITY FOUNDATION
508 E BROADWAY ST
MISSOULA
,
MT
59802
PC
CONTINUING OPERATING SUPPORT
20,000
MISSOULA COMMUNITY FOUNDATION
508 E BROADWAY ST
MISSOULA
,
MT
59802
PC
CONTINUING OPERATING SUPPORT
15,000
MOBILE MEALS OF TOLEDO INC
2200 JEFFERSON AVE
TOLEDO
,
OH
43604
PC
CONTINUING OPERATING SUPPORT
35,000
MONTANA STATE UNIVERSITY
PO BOX 172470 309 MT HALL
BOZEMAN
,
MT
59717
PC
CONTINUING OPERATING SUPPORT
35,000
MUSICIANS UNITED TO SERVE THE YOUTH OF CHARLOTTESVILLE
105 RIDGE STREET
CHARLOTTESVILLE
,
VA
22902
PC
PROJECT START UP
21,515
NEUTRAL ZONE (DBA ANN ARBOR TEEN CENTER)
310 E WASHINGTON ST
ANN ARBOR
,
MI
48104
PC
CONTINUING OPERATING SUPPORT
25,000
NEW FRIENDS NEW LIFE
6060 N CENTRAL STE 250
DALLAS
,
TX
75206
PC
CONTINUING OPERATING SUPPORT
35,000
NEW MEXICO SCHOOL FOR THE ARTS - ART INSTITUTE
500 MONTEZUMA 200
SANTA FE
,
NM
87501
PC
CONTINUING OPERATING SUPPORT
35,000
NORTH ROUTT COMMUNITY CHARTER SCHOOL
26990 EAGLE LANE
CLARK
,
CO
80428
PC
CONTINUING OPERATING SUPPORT
15,000
NORTHWEST FILM FORUM
1515 12TH AVE
SEATTLE
,
WA
98122
PC
CONTINUING OPERATING SUPPORT
35,000
NORTHWEST SCHOOL OF WOODEN BOATBUILDING
42 N WATER ST
PORT HADLOCK
,
WA
98339
PC
CONTINUING OPERATING SUPPORT
35,000
OPEN DOOR MINISTRY INC
2825 CHERRY STREET
TOLEDO
,
OH
43608
PC
CONTINUING OPERATING SUPPORT
25,000
OPPORTUNITY INC OF PALM BEACH COUNTY
1713 QUAIL DRIVE
WEST PALM BEACH
,
FL
33409
PC
CONTINUING OPERATING SUPPORT
35,000
PARTNERS FOR CLEAN STREAMS INC
PO BOX 203
PERRYSBURG
,
OH
43552
PC
CONTINUING OPERATING SUPPORT
35,000
PHILLIPS EXETER ACADEMY
20 MAIN STREET
EXETER
,
NH
03833
PC
CONTINUING OPERATING SUPPORT
29,408
PLANNED PARENTHOOD OF GREATER OHIO
1301 JEFFERSON AVENUE
TOLEDO
,
OH
43604
PC
CONTINUING OPERATING SUPPORT
35,000
PORT TOWNSEND MARINE SCIENCE SOCIETY
532 BATTERY WAY
PORT TOWNSEND
,
WA
98368
PC
CONTINUING OPERATING SUPPORT
25,000
PROJECT ANGEL FOOD
922 VINE STREET
LOS ANGELES
,
CA
90038
PC
CONTINUING OPERATING SUPPORT
35,000
REACH OUT AND READ INC
89 SOUTH STREET SUITE 201
BOSTON
,
MA
02111
PC
CONTINUING OPERATING SUPPORT
25,000
REALIZE BRADENTON INC
PO BOX 9114
BRADENTON
,
FL
34206
PC
CONTINUING OPERATING SUPPORT
35,000
RICHARD J CARON FOUNDATION
PO BOX 150
WERNERSVILLE
,
PA
19565
PC
CONTINUING OPERATING SUPPORT
35,000
RODALE INSTITUTE
611 SIEGFRIEDALE ROAD
KUTZTOWN
,
PA
19530
PC
CONTINUING OPERATING SUPPORT
150,000
SANTA FE PREPARATORY SCHOOL (BREAKTHROUGH SANTA FE)
1101 CAMINO DE LA CRUZ BLANCA
SANTA FE
,
NM
87505
PC
CONTINUING OPERATING SUPPORT
35,000
SERENITY FARM EQUESTRIAN CENTER
21870 LEMOYNE ROAD
LUCKEY
,
OH
43443
PC
CONTINUING OPERATING SUPPORT
10,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23532 CALABASAS RD SUITE A
CALABASAS
,
CA
91392
PC
CONTINUING OPERATING SUPPORT
30,000
SOUTHWEST HUMAN DEVELOPMENT
2850 NORTH 24TH STREET
PHOENIZ
,
AZ
85008
PC
SI-CONTINUING OPERATING SUPPORT
260,000
SOUTHWEST HUMAN DEVELOPMENT
2850 NORTH 24TH STREET
PHOENIZ
,
AZ
85008
PC
SI-START UP
136,306
THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
OFFICE OF SPONSORED PROGRAMS 1001
NORTH EMMET STREET PO BOX 400195
CHARLOTTESVILLE
,
VA
22904
PC
SI-EXPANSION
200,000
THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
OFFICE OF SPONSORED PROGRAMS 1001
NORTH EMMET STREET PO BOX 400195
CHARLOTTESVILLE
,
VA
22904
PC
SI-EXPANSION
200,000
THE TRUST FOR PUBLIC LAND
101 MONTGOMERY STREET SUITE 900
SAN FRANCISCO
,
CA
94101
PC
CAPITAL
35,000
THE WORKING WORLD INC
116 NASSAU ST FL 5
NEW YORK
,
NY
10038
PC
CONTINUING OPERATING SUPPORT
12,500
THEATRE DEVELOPMENT FUND
520 8TH AVENUE SUITE 801
NEW YORK
,
NY
10018
PC
CONTINUING OPERATING SUPPORT
35,000
THIRD SECTOR NEW ENGLAND DBA TSNE MISSION WORKS
89 SOUTH STREET SUITE 700
BOSTON
,
MA
02111
PC
SI-OTHER
500,000
TOLEDO BOTANICAL GARDEN BOARD INC DBA TOLEDO GROWS
900 ONEIDA STREET
TOLEDO
,
OH
43608
PC
CONTINUING OPERATING SUPPORT
35,000
TOLEDO COMMUNITY FOUNDATION DBA GREATER TOLEDO COMMUNITY FOUNDATION
300 MADISON AVE STE 1300
TOLEDO
,
OH
43604
PC
CONTINUING OPERATING SUPPORT
50,000
TOLEDO CULTURAL ARTS CENTER INCTHE VALENTINE THEATRE
410 ADAMS STREET
TOLEDO
,
OH
43604
PC
CONTINUING OPERATING SUPPORT
35,000
UNIVERSITY OF FLORIDA BOARD OF TRUSTEES
FORMERLY UNIVERSITY OF FLORIDA
FOUNDATION 219 GRINTER HALL
GAINESVILLE
,
FL
32611
PC
SI-EXPANSION
85,453
UNIVERSITY OF FLORIDA BOARD OF TRUSTEES
FORMERLY UNIVERSITY OF FLORIDA
FOUNDATION 219 GRINTER HALL
GAINESVILLE
,
FL
32611
PC
SI-EXPANSION
24,511
UNIVERSITY OF MIAMI
1320 SOUTH DIXIE HIGHWAY SUITE 650
LC 2960
MIAMI
,
FL
33146
PC
SI-EXPANSION
300,000
VANDERBILT UNIVERSITY
PMB 407749
NASHVILLE
,
TN
37240
PC
SI-EXPANSION
206,077
VANDERBILT UNIVERSITY
PMB 407749
NASHVILLE
,
TN
37240
PC
SI-EXPANSION
201,381
WHEELER SCHOOL INC THE AKA MARY C WHEELER (BREAKTHROUGH PROVIDENCE)
216 HOPE STREET
PROVIDENCE
,
RI
02906
PC
CONTINUING OPERATING SUPPORT
25,000
WINGS FOR KIDS
476 MEETING ST SUITE E
CHARLESTON
,
SC
29403
PC
CONTINUING OPERATING SUPPORT
35,000
WRITEBOSTON
2300 WASHINGTON STREET 6TH FLOOR
BRUCE BOLLING BUILDING
ROXBURY
,
MA
02119
PC
CONTINUING OPERATING SUPPORT
35,000
YAMPA VALLEY COMMUNITY FOUNDATION
385 ANGLERS DRIVE SUITE B
STEAMBOAT SPRINGS
,
CO
80488
PC
ENDOWMENT
100,000
YOUTH SHELTERS AND FAMILY SERVICES INC
5686 B AGUA FRIA ST
SANTA FE
,
NM
87507
PC
PROJECT START UP
35,000
ZUMIX INC
260 SUMMER STREET
EAST BOSTON
,
MA
02128
PC
CONTINUING OPERATING SUPPORT
35,000
Total
.................................
3a
5,296,980
b
Approved for future payment
ATLANTA SPEECH SCHOOL
3160 NORTHSIDE PARKWAY NW
ATLANTA
,
GA
30327
PC
SI-EXPANSION
106,250
ATLANTA SPEECH SCHOOL
3160 NORTHSIDE PARKWAY NW
ATLANTA
,
GA
30327
PC
SI-EXPANSION
58,333
ATLANTA SPEECH SCHOOL
3160 NORTHSIDE PARKWAY NW
ATLANTA
,
GA
30327
PC
SI-EXPANSION
332,042
ATLANTA SPEECH SCHOOL
3160 NORTHSIDE PARKWAY NW
ATLANTA
,
GA
30327
PC
SI-EXPANSION
72,917
BLACK SWAMP CONSERVANCY THE
PO BOX 332
PERRYSBURG
,
OH
43552
PC
PROJECT START UP
25,000
CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUE
BOSTON
,
MA
02115
PC
SI-START UP
32,214
CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUE
BOSTON
,
MA
02115
PC
SI-START UP
110,097
COUNCIL ON FOUNDATIONS
1255 23RD STREET NW SUITE 200
WASHINGTON
,
DC
20037
PC
CONTINUING OPERATING SUPPORT
8,500
GREENS FARMS ACADEMY
35 BEACHSIDE AVENUE PO BOX 998
WESTPORT
,
CT
06880
PC
CONTINUING OPERATING SUPPORT
35,000
GRIEF SUPPORT NETWORK
PO BOX 20961
BOULDER
,
CO
80301
PC
CONTINUING OPERATING SUPPORT
20,000
JUMPSTART FOR YOUNG CHILDREN INC
NATIONAL HEADQUARTERS 308 CONGRESS
ST 6TH FLOOR0
BOSTON
,
MA
02210
PC
SI-START UP
350,000
JUMPSTART FOR YOUNG CHILDREN INC
NATIONAL HEADQUARTERS 308 CONGRESS
ST 6TH FLOOR0
BOSTON
,
MA
02210
PC
SI-START UP
350,000
LOUISIANA DEPARTMENT OF EDUCATION
1201 NORTH THIRD STREET
BATON ROUGE
,
LA
70802
GOV
SI-START UP
102,994
LOUISIANA DEPARTMENT OF EDUCATION
1201 NORTH THIRD STREET
BATON ROUGE
,
LA
70802
GOV
SI-START UP
102,993
LOUISIANA DEPARTMENT OF EDUCATION
1201 NORTH THIRD STREET
BATON ROUGE
,
LA
70802
GOV
SI-START UP
102,993
MEDSTAR-GEORGETOWN MEDICAL CENTER INC
2115 WISCONSIN AVENUE NW
WASHINGTON
,
DC
20007
PC
SI-OPERATING
41,426
SOUTHWEST HUMAN DEVELOPMENT
2850 NORTH 24TH STREET
PHOENIX
,
AZ
85008
PC
SI-OPERATING
128,219
THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
OFFICE OF SPONSORED PROGRAMS 1001
NORTH EMMET STREET PO BOX 400195
CHARLOTTEVILLE
,
VA
22904
PC
SI-EXPANSION
200,000
THIRD SECTOR NEW ENGLAND DBA TSNE MISSION WORKS
89 SOUTH STREET SUITE 700
BOSTON
,
MA
02111
PC
SI-OTHER
500,000
UNIVERSITY OF FLORIDA BOARD OF TRUSTEES
FORMERLY UNIVERSITY OF FLORIDA
FOUNDATION 219 GRINTER HALL
GAINESVILLE
,
FL
32611
PC
SI-EXPANSION
75,000
UNIVERSITY OF FLORIDA BOARD OF TRUSTEES
FORMERLY UNIVERSITY OF FLORIDA
FOUNDATION 219 GRINTER HALL
GAINESVILLE
,
FL
32611
PC
SI-EXPANSION
190,036
UNIVERSITY OF FLORIDA BOARD OF TRUSTEES
FORMERLY UNIVERSITY OF FLORIDA
FOUNDATION 219 GRINTER HALL
GAINESVILLE
,
FL
32611
PC
SI-EXPANSION
100,000
UNIVERSITY OF FLORIDA BOARD OF TRUSTEES
FORMERLY UNIVERSITY OF FLORIDA
FOUNDATION 219 GRINTER HALL
GAINESVILLE
,
FL
32611
PC
SI-EXPANSION
125,000
UNIVERSITY OF MIAMI
1320 SOUTH DIXIE HIGHWAY SUITE 650
LC 2960
MIAMI
,
FL
33146
PC
SI-EXPANSION
300,000
UNIVERSITY OF WASHINGTON FOUNDATION
407 GERBERDING HALL BOX 351210
SEATTLE
,
WA
98195
PC
SI-START UP
283,554
UNIVERSITY OF WASHINGTON FOUNDATION
407 GERBERDING HALL BOX 351210
SEATTLE
,
WA
98195
PC
SI-START UP
70,889
VANDERBILT UNIVERSITY
PMB 407749
NASHVILLE
,
TN
37240
PC
SI-EXPANSION
80,762
Total
.................................
3b
3,904,219
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
285,282
4
Dividends and interest from securities
....
14
1,618,610
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
6,000
8
Gain or (loss) from sales of assets other than
inventory
............
18
12,648,317
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
14,558,209
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
14,558,209
(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