-
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
THE MICHAEL B WOOD FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
66 QUEEN STREET STE 3101
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU
,
HI
96813
A Employer identification number
46-5423511
B
Telephone number (see instructions)
(808) 721-2488
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)
$
219,354
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)
600,000
2
Check
.............
3
Interest on savings and temporary cash investments
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
........
600,000
0
13
Compensation of officers, directors, trustees, etc.
4,500
0
4,500
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
2,936
0
2,936
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)
.......
1,021
0
1,021
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
8,457
0
8,457
25
Contributions, gifts, grants paid
.......
654,762
654,762
26
Total expenses and disbursements.
Add lines 24 and 25
663,219
0
663,219
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-63,219
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
282,573
219,354
219,354
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
282,573
219,354
219,354
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
282,573
219,354
29
Total net assets or fund balances
(see instructions)
.....
282,573
219,354
30
Total liabilities and net assets/fund balances
(see instructions)
.
282,573
219,354
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
282,573
2
Enter amount from Part I, line 27a
.....................
2
-63,219
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
219,354
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
219,354
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
552,092
337,073
1.637900
2017
803,260
193,091
4.160007
2016
273,855
120,822
2.266599
2015
213,720
18,031
11.852920
2014
2,500
1,790
1.396648
2
Total
of line 1, column (d)
.....................
2
21.314074
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
4.262815
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
375,685
5
Multiply line 4 by line 3
......................
5
1,601,476
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
1,601,476
8
Enter qualifying distributions from Part XII, line 4
,.............
8
663,219
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
0
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
0
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
0
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
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)
HI
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
HTTPS://WWW.MWOODFOUNDATION.ORG/
14
The books are in care of
JENNIFER G WOOD
Telephone no.
(808) 387-5236
Located at
641 ULUMAIKA ST
HONOLULU
HI
ZIP+4
96816
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
JOANNE Y WOOD
DIRECTOR
2.00
0
0
0
66 QUEEN STREET STE 3101
HONOLULU
,
HI
96813
MICHAEL B WOOD
DIRECTOR, PRESIDENT
8.00
0
0
0
66 QUEEN STREET STE 3101
HONOLULU
,
HI
96813
GREGORY M WOOD
DIRECTOR, TREASURER
2.00
0
0
0
66 QUEEN STREET STE 3101
HONOLULU
,
HI
96813
JENNIFER G WOOD
DIRECTOR, SECRETARY
8.00
4,500
0
0
66 QUEEN STREET STE 3101
HONOLULU
,
HI
96813
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
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
381,406
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
381,406
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
381,406
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
5,721
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
375,685
6
Minimum investment return.
Enter 5% of line 5
..................
6
18,784
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
18,784
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
18,784
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
18,784
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
18,784
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
663,219
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
663,219
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
663,219
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
18,784
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
......
2,436
b
From 2015
......
212,818
c
From 2016
......
267,814
d
From 2017
......
793,605
e
From 2018
......
535,238
f
Total
of lines 3a through e
........
1,811,911
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
663,219
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
.....
18,784
e
Remaining amount distributed out of corpus
644,435
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
2,456,346
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)
...
2,436
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
2,453,910
10
Analysis of line 9:
a
Excess from 2015
....
212,818
b
Excess from 2016
....
267,814
c
Excess from 2017
....
793,605
d
Excess from 2018
....
535,238
e
Excess from 2019
....
644,435
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).)
MICHAEL B WOOD
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:
MICHAEL B WOOD
66 QUEEN STREET STE 3101
HONOLULU
,
HI
96813
(808) 721-2488
b
The form in which applications should be submitted and information and materials they should include:
WRITTEN REQUESTS VIA U.S. MAIL
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:
NONE
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
ACHIEVE TAHOE
PO BOX 8339
TRUCKEE
,
CA
96162
NONE
PC
TO PROVIDE AFFORDABLE INCLUSIVE PHYSICAL AND RECREATIONAL ACTIVITIES THAT BUILD HEALTH AND CONFIDENCE.
1,000
ADULT FRIENDS FOR YOUTH
3375 KOAPAKA ST
HONOLULU
,
HI
96819
NONE
PC
TO SUPPORT PROGRAMS TO REDIRECT AT RISK YOUTH AWAY FROM LIVES OF VIOLENCE.
1,000
ALOHA UNITED WAY
200 N VINEYARD BLVD SUITE 700
HONOLULU
,
HI
96817
NONE
PC
TO FUND PROGRAMS THAT IMPROVE LIVES AND STRENGTHEN THE COMMUNITY IN HAWAII.
2,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE 17TH FLOOR
CHICAGO
,
IL
606017633
NONE
PC
TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH, PROVIDE & ENHANCE CARE & SUPPORT FOR ALL AFFECTED & REDUCE THE RISK OF DEMENTIA THROUGH PROMOTION OF BRAIN HEALTH.
1,000
ALZHEIMERS DISEASE RESEARCH
22512 GATEWAY CENTER DRIVE
CLARKSBURG
,
MD
20871
NONE
PC
TO SUPPORT RESEARCH TO END ALZHEIMER'S DISEASE.
1,000
AMERICAN CANCER SOCIETY
PO BOX 30560
HONOLULU
,
HI
968200560
NONE
PC
TO ELIMINATE CANCER THROUGH RESEARCH.
1,000
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DRIVE SUITE 900
ARLINGTON
,
VA
222024803
NONE
PC
TO PREVENT AND CURE DIABETES AND TO IMPROVE THE LIVES OF ALL PEOPLE AFFECTED BY DIABETES.
972
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE
DALLAS
,
TX
75231
NONE
PC
TO BUILD HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASES.
1,000
AMERICAN RED CROSS
PO BOX 37839
BOONE
,
IA
500370839
NONE
PC
TO PROVIDE COMPASSIONATE CARE TO THOSE IN NEED.
1,000
ARMED SERVICES YMCA OF THE USA
1040 CENTRAL LOOP
WOODBRIDGE
,
VA
22193
NONE
PC
TO ENHANCE THE LIVES OF MILITARY MEMBERS AND THEIR FAMILIES IN SPIRIT, MIND AND BODY.
500
ASSISTANCE DOGS HAWAII
PO BOX 18003
MAKAWAO
,
HI
96768
NONE
PC
TO PROVIDE CHILDREN AND ADULTS WITH DISABILITIES PROFESSIONALLY TRAINED DOGS TO ENHANCE THEIR QUALITY OF LIFE.
5,000
BIG BROTHERS BIG SISTERS
418 KUWILI STREET SUITE 106
HONOLULU
,
HI
96817
NONE
PC
TO PROVIDE SUPPORT TO CHILDREN FACING ADVERSITY WITH STRONG RELATIONSHIPS.
2,000
BISHOP MUSEUM
1525 BERNICE STREET
HONOLULU
,
HI
96817
NONE
PC
TO BE A GATHERING PLACE AND EDUCATIONAL CENTER THAT ACTIVELY ENGAGES PEOPLE IN THE PRESENTATION, EXPLORATION, AND PRESERVATION OF HAWAI'I'S CULTURAL HERITAGE AND NATURAL HISTORY.
1,000
BOYS & GIRLS CLUB
345 QUEEN STREET SUITE 900
HONOLULU
,
HI
96813
NONE
PC
TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS.
2,000
CHARITY WATCH
PO BOX 578460
CHICAGO
,
IL
60657
NONE
PC
TO PROMOTE CHARITY, TRANSPARENCY AND ACCOUNTABILITY.
50
ELITE PARKING FOUNDATION
900 FORT STREET MALL STE 1045
HONOLULU
,
HI
96813
NONE
PC
TO PROVIDE EDUCATIONAL AND FINANCIAL SUPPORT TO THOSE IN NEED.
1,000
HAWAII CHILDREN CANCER FOUNDATION
1814 LIIIHA STREET
HONOLULU
,
HI
96817
NONE
PC
TO SUPPORT CHILDREN AND THEIR FAMILIES IN HAWAII WHO HAVE CANCER.
1,000
HAWAII FOODBANK
2611 KILIHAU ST
HONOLULU
,
HI
96819
NONE
PC
TO GATHER AND DISTRIBUTE FOOD THROUGH CHARITABLE AGENCIES IN NEED.
1,000
HAWAII SPEED AND QUICKNESS
7168 MAKAA STREET
HONOLULU
,
HI
96825
NONE
PC
TO PROVIDE ANY CHILD ACCESS TO EXCEPTIONAL SPORTS TRAINING AND MENTORING TO MAXIMIZE PERSONAL SUCCESS AND HEALTHY LIVING IN LIFE REGARDLESS OF GEOGRAPHIC, FINANCIAL, OR DEMOGRAPHIC CIRCUMSTANCE.
1,500
HAWAII THEATRE CENTER
1130 BETHEL ST
HONOLULU
,
HI
96813
NONE
PC
TO SUPPORT THE HAWAII THEATRE CENTER.
1,000
HAWAIIAN HUMANE SOCIETY
2700 WAIALAE AVENUE
HONOLULU
,
HI
96826
NONE
PC
TO RAISE PUBLIC AWARENESS ABOUT THE PROPER CARE, FEEDING AND HUMANE TREATMENT OF ANIMALS.
1,169
HISTORIC HAWAII FOUNDATION (NETWORK FOR GOOD)
PO BOX 1658
HONOLULU
,
HI
968061658
NONE
PF
TO ENCOURAGE THE PRESERVATION OF HISTORIC BUILDINGS AND SITES IN HAWAII.
500
HUMANE SOCIETY OF THE US
1255 23RD STREET
NW WASHINGTON
,
DC
20037
NONE
PC
TO PREVENT AND BRING AN END TO CRUELTY TO ANIMALS.
500
HUNAKAI PARK ASSOCIATION
613 ULUMAIKA STREET
HONOLULU
,
HI
96816
NONE
PC
TO MAINTAIN HUNAKAI PARK FOR THE PUBLIC ENJOYMENT.
2,000
JUDICIAL WATCH
425 3RD STREET SW
WASHINGTON
,
DC
20024
NONE
PC
TO PROMOTE INTEGRITY, TRANSPARENCY AND ACCOUNTABILITY IN GOVERNMENT AND FIDELITY TO THE RULE OF LAW THROUGH PUBLIC ADVOCACY, LITIGATION AND MONITORING AND INVESTIGATING FEDERAL, STATE AND LOCAL GOVERNMENT ENTITIES AND OFFICIALS, AMONG OTHER ACTIVITIES.
3,000
KOKO CRATER STABLES
3853 POKAPAHU PLACE
HONOLULU
,
HI
96816
NONE
PC
TO SUPPORT PROGRAMS FOR THE PRESERVATION OF KOKO CRATER STABLES.
1,000
KUMU KAHUA THEATRE INC
46 MERCHANT STREET
HONOLULU
,
HI
96813
NONE
PC
TO PRODUCE PLAYS WITH RELEVANCE TO HAWAII.
500
LAKESIDE CHAUTAUQUA FOUNDATION
236 WALNUT AVENUE
LAKESIDE
,
OH
43440
NONE
PC
TO CARRY OUT THE PURPOSES OF AND BENEFIT THE LAKESIDE ASSOCIATION.
9,500
MAKE-A-WISH
PO BOX 1877
HONOLULU
,
HI
96805
NONE
PC
TO BRING HOPE, STRENGTH, AND JOY TO HAWAII CHILDREN WHO ARE BATTLING LIFE-THREATENING CONDITIONS.
2,500
MANOA VALLEY THEATER
2833 E MANOA ROAD
HONOLULU
,
HI
96822
NONE
PC
TO ENTERTAIN AND ENRICH HAWAII'S AUDIENCES AND ARTISTS THROUGH THE PRODUCTION AND PROMOTION OF LIVE THEATRE.
2,000
MID-PACIFIC INSTITUTE
2445 KAALA STREET
HONOLULU
,
HI
96822
NONE
PC
TO NURTURE AND CHALLENGE STUDENTS TO DEVELOP INTELLECTUAL, EMOTIONAL, ARTISTIC, SPIRITUAL AND PHYSICAL STRENGTHS TO BECOME COMPASSIONATE AND RESPONSIBLE LIFELONG LEARNERS AND GLOBAL CITIZENS.
176,686
NATIONAL PARK CONSERVATION CENTER
777 6TH STREET NW SUITE 700
WASHINGTON
,
DC
200013723
NONE
PC
TO PROTECT AND ENHANCE AMERICA'S NATIONAL PARK SYSTEM FOR PRESENT AND FUTURE GENERATIONS.
500
NATIONAL PARK FOUNDATION
1110 VERMONT AVENUE NW NO 200
RESTON
,
VA
20190
NONE
PC
TO GENERATE PRIVATE SUPPORT AND BUILD STRATEGIC PARTNERSHIPS TO PROTECT AND ENHANCE AMERICA'S NATIONAL PARKS.
500
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVE
RESTON
,
VA
20190
NONE
PC
TO UNITE ALL AMERICANS TO ENSURE WILDLIFE THRIVES IN A RAPIDLY CHANGING WORLD.
500
NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE ST
NEW ORLEANS
,
LA
70130
NONE
PC
TO SUPPORT THE NATIONAL WWII MUSEUM TO TELL THE STORY FOR FUTURE GENERATIONS.
500
PACIFIC AVIATION MUSEUM PEARL HARBOR
319 LEXINGTON BOULVARD
HONOLULU
,
HI
96818
NONE
PC
TO DEVELOP AND MAINTAIN AN INTERNATIONALLY RECOGNIZED AVIATION MUSEUM ON HISTORIC FORD ISLAND THAT IS DEDICATED TO EDUCATING YOUNG AND OLD ALIKE, HONORING AVIATORS AND THEIR SUPPORT PERSONNEL WHO DEFENDED FREEDOM IN THE PACIFIC REGION, AND PRESERVING AVIATION ARTIFACTS.
500
PARKINSON'S FOUNDATION INC
200 SE 1ST STREET NO 800
MIAMI
,
FL
33131
NONE
PC
TO MAKE LIFE BETTER FOR PEOPLE WITH PARKINSON'S DISEASE BY IMPROVING CARE AND ADVANCING RESEARCH TOWARD A CURE.
500
PARTNERS IN DEVELOPMENT
2040 BACHELOT STREET
HONOLULU
,
HI
96817
NONE
PC
TO EQUIP FAMILIES AND COMMUNITIES FOR SUCCESS, USING NATIVE HAWAIIAN VALUES AND TRADITIONS.
500
PBS HAWAII
315 SAND ISLAND ACCESS ROAD
HONOLULU
,
HI
96819
NONE
PC
TO BE HAWAII'S HOME OF TOP CHILDREN'S PROGRAMMING, PBS NEWSHOUR, FRONTLINE, AND A SUITE OF LOCALLY PRODUCED SHOWS THAT EXPLORE THE PEOPLE, PLACES AND ISSUES UNIQUE TO HAWAII.
1,000
READ ALOUD AMERICA
1314 SOUTH KING STREET SUITE 1056
HONOLULU
,
HI
96814
NONE
PC
TO PROMOTE LITERACY AND ENCOURAGE A LOVE OF READING IN ADULTS AND CHILDREN.
500
REHAB FOUNDATION
226 NORTH KUAKINI STREET
HONOLULU
,
HI
96817
NONE
PC
TO SUPPORT THE PURCHASE OF VITAL MEDICAL EQUIPMENT, PROVIDE SCHOLARSHIPS AND CLINICAL EDUCATION, ENHANCE PATIENT CARE PROGRAMS AND CAPITAL IMPROVEMENT PROJECTS ALL DIRECTLY IMPACTING THE CARE OF PATIENTS AND THEIR FAMILIES.
1,000
RIVER OF LIFE MISSION
PO BOX 37939
HONOLULU
,
HI
96837
NONE
PC
TO RESTORE BROKEN LIVES THROUGH RESCUE, REHABILITATION, AND REINTEGRATION.
1,000
SHRINERS HOSPITALS FOR CHILDREN
1310 PUNAHOU STREET
HONOLULU
,
HI
96826
NONE
PC
TO DELIVER EXPERT SPECIALIZED CARE TO THOUSANDS OF CHILDREN FROM HAWAII AND THE PACIFIC BASIN.
2,000
SPECIAL OLYMPICS
PO BOX 3295
HONOLULU
,
HI
96801
NONE
PC
TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION FOR CHILDREN AND ADULTS WITH DISABILITIES.
1,000
ST JOSEPH INDIAN SCHOOL
PO BOX 326
CHAMBERLAIN
,
SD
57326
NONE
PC
TO EDUCATE NATIVE AMERICAN CHILDREN AND THEIR FAMILIES FOR LIFE.
1,000
STANFORD HEALTH CARE ADVANTAGE
4120 DUBLIN BLVD SUITE STE 400
DUBLIN
,
CA
94568
NONE
PC
TO FACILITATE THE PROVISION OF HEALTH CARE TO ELDERLY INDIVIDUALS AND OTHER INDIVIDUALS ELIGIBLE FOR GOVERNMENTAL ASSISTANCE DUE TO SPECIAL DISABILITIES.
1,000
STANFORD MEDICINE
300 PASTEUR DRIVE MC 5555
STANFORD
,
CA
943056105
NONE
PC
TO PROVIDE PATIENT CARE SERVICES, SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, AND SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE UNIVERSITY AND THE UNIVERSITY'S SCHOOL OF MEDICINE.
1,000
STATE OF HAWAII DEPARTMENT OF HUMAN SERVICES
1010 RICHARDS STREET ROOM 216
HONOLULU
,
HI
96813
NONE
GOV
TO SUPPORT THE OPERATIONAL COSTS OF HO'OMALU, WHICH IS AN EMERGENCY SHELTER FOR CHILDREN WHO HAVE BEEN REMOVED FROM THEIR HOMES.
400,000
SUSAN G KOMAN HAWAII
3555 HARDING ST SUITE 2D
HONOLULU
,
HI
96816
NONE
PC
TO PROVIDE FUNDING FOR BREAST HEALTH SERVICES, BREAST CANCER EDUCATION AND OUTREACH IN HAWAII.
500
THE CAL ALUMNI ASSOCIATION FUND
1 ALUMNI HOUSE
BERKELEY
,
CA
947207520
NONE
PC
TO ACTIVELY AND EFFECTIVELY INFORM, INVOLVE, AND INSPIRE ALL ALUMNI TO STAY CONNECTED TO THE UNIVERSITY AND TO EACH OTHER BY PROVIDING SUPPORT FOR ESSENTIAL SERVICES AND SCHOLARSHIPS TO UNDERGRADUATE CAL STUDENTS.
2,500
THE INSTITUTE FOR HUMAN SERVICES INC
546 KAAAHI STREET
HONOLULU
,
HI
96817
NONE
PC
TO HELP PROVIDE PEOPLE WITH THE RESOURCES THEY NEED TO REBUILD THEIR LIVES AND OBTAIN PERMANENT HOUSING.
1,500
THE SALVATION ARMY
PO BOX 30040
HONOLULU
,
HI
96820
NONE
PC
TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION.
2,500
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET BACHMAN HALL 105
HONOLULU
,
HI
968222388
NONE
PC
TO UNITE DONORS' PASSIONS WITH THE UNIVERSITY OF HAWAII'S ASPIRATIONS BY RAISING PHILANTHROPIC SUPPORT AND MANAGING PRIVATE INVESTMENTS TO BENEFIT UH, THE PEOPLE OF HAWAII AND OUR FUTURE GENERATIONS.
5,385
WAIKIKI HEALTH
277 OHUA AVENUE
HONOLULU
,
HI
96815
NONE
PC
TO PROVIDE QUALITY, ACCESSIBLE AND AFFORDABLE MEDICAL AND SOCIAL SERVICES.
1,000
WINNER'S CAMP
PO BOX 241018
HONOLULU
,
HI
96824
NONE
PC
TO EMPOWER TEENAGERS TO REALIZE THEIR POTENTIAL.
1,000
YOSEMITE CONSERVANCY
101 MONTGOMERY STREET
SAN FRANCISCO
,
CA
94104
NONE
PC
TO SUPPORT PROJECTS AND PROGRAMS FOR THE PRESERVATION OF YOSEMITE NATIONAL PARK.
2,000
Total
.................................
3a
654,762
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
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
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
0
(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