-
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
SMART FAMILY FOUNDATION OF NEW YORK
Number and street (or P.O. box number if mail is not delivered to street address)
1333A NORTH AVENUE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ROCHELLE
,
NY
108042120
A Employer identification number
81-3395492
B
Telephone number (see instructions)
(914) 632-2762
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)
$
61,687,307
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)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
1,081,972
1,081,972
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
16,383,341
b
Gross sales price for all assets on line 6a
28,258,024
7
Capital gain net income (from Part IV, line 2)
...
16,383,341
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
........
17,465,313
17,465,313
13
Compensation of officers, directors, trustees, etc.
220,000
44,000
176,000
14
Other employee salaries and wages
......
13,212
2,642
10,570
15
Pension plans, employee benefits
.......
14,457
2,891
11,566
16a
Legal fees (attach schedule)
.........
27,875
5,575
22,300
b
Accounting fees (attach schedule)
.......
69,227
13,845
55,382
c
Other professional fees (attach schedule)
....
228,067
210,467
17,600
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
189,525
9,525
0
19
Depreciation (attach schedule) and depletion
...
6,777
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
37,674
7,535
30,139
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
18,444
10,232
8,212
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
825,258
306,712
331,769
25
Contributions, gifts, grants paid
.......
2,542,500
2,542,500
26
Total expenses and disbursements.
Add lines 24 and 25
3,367,758
306,712
2,874,269
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
14,097,555
b
Net investment income
(if negative, enter -0-)
17,158,601
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
.............
254,265
492,755
492,755
2
Savings and temporary cash investments
.........
6,017,881
755,829
755,829
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)
0
13,054,459
13,348,785
b
Investments—corporate stock (attach schedule)
.......
28,180,403
34,395,918
47,089,938
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
20,329
Less: accumulated depreciation (attach schedule)
20,329
6,777
0
0
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
34,459,326
48,698,961
61,687,307
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
)
0
142,080
23
Total liabilities
(add lines 17 through 22)
.........
0
142,080
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
34,459,326
48,556,881
29
Total net assets or fund balances
(see instructions)
.....
34,459,326
48,556,881
30
Total liabilities and net assets/fund balances
(see instructions)
.
34,459,326
48,698,961
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
34,459,326
2
Enter amount from Part I, line 27a
.....................
2
14,097,555
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
48,556,881
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
48,556,881
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES ( RUANE, CUNNIFF & GOLDFARB)
P
b
PUBLICLY TRADED SECURITIES ( RUANE, CUNNIFF & GOLDFARB)
P
c
PUBLICLY TRADED SECURITIES ( FIRST MANHATTAN)
P
d
PUBLICLY TRADED SECURITIES ( FIRST MANHATTAN)
P
e
PUBLICLY TRADED SECURITIES ( ARIEL)
P
PUBLICLY TRADED SECURITIES ( BANK OF AMERICA)
P
PUBLICLY TRADED SECURITIES ( JP MORGANL)
P
PUBLICLY TRADED SECURITIES ( JP MORGAN)
P
CAPITAL GAINS DIVIDENDS
P
(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
167,812
159,665
8,147
b
657,630
500,759
156,871
c
1,778,845
1,756,876
21,969
d
10,196,983
4,856,554
5,340,429
e
457,019
296,542
160,477
4,317,162
4,304,287
12,875
620,911
620,911
10,004,722
10,004,722
56,940
56,940
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
8,147
b
156,871
c
21,969
d
5,340,429
e
160,477
12,875
620,911
10,004,722
56,940
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
16,383,341
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
2,981,654
58,967,382
0.050564
2017
2,934,653
55,333,645
0.053036
2016
30,710
4,275,783
0.007182
2015
2014
2
Total
of line 1, column (d)
.....................
2
0.110782
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
0.036927
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
58,284,372
5
Multiply line 4 by line 3
......................
5
2,152,267
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
171,586
7
Add lines 5 and 6
........................
7
2,323,853
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,874,269
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
171,586
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
171,586
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
171,586
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
208,729
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
208,729
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
37,143
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
37,143
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
,
NY
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
N/A
14
The books are in care of
TM BYXBEE COMPANY
Telephone no.
(203) 281-4933
Located at
PO BOX 187169
HAMDEN
CT
ZIP+4
06518
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
MARY SMART
CHAIR,SECRETARY AND DIRECT
15.00
100,000
0
0
1333A NORTH AVENUE 432
NEW ROCHELLE
,
NY
108042120
DAVID STONE
PRESIDENT,TREASURER AND DI
15.00
100,000
0
0
1333A NORTH AVENUE 432
NEW ROCHELLE
,
NY
108042120
JIM DANATOS
DIRECTOR
5.00
20,000
0
0
1333A NORTH AVENUE 432
NEW ROCHELLE
,
NY
108042120
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
TM BYXBEE CO
ACCOUNTING
69,227
2319 WHITNEY AVENUE
HAMDEN
,
CT
05618
JP MORGAN
INVESTMENT MANAGMENT
56,420
270 PARK AVENUE
NEW YORK
,
NY
10017
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
58,975,492
b
Average of monthly cash balances
.......................
1b
196,459
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
59,171,951
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
59,171,951
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
887,579
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
58,284,372
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,914,219
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
2,914,219
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
171,586
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
171,586
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,742,633
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,742,633
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
2,742,633
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
2,874,269
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
2,874,269
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
171,586
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,702,683
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
2,742,633
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
2,495,075
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:
$
2,874,269
a
Applied to 2018, but not more than line 2a
2,495,075
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
.....
379,194
e
Remaining amount distributed out of corpus
0
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
0
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
..........
2,363,439
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
......
0
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
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AEOLIAN CHAMBER PLAYERS INC
173 RIVERSIDE DRIVE
NEW YORK
,
NY
100241615
NONE
PC
MUSICAL COMPENSATION AND CONCERT EXPENSES
10,000
ALICE LLOYD COLLEGE
100 PURPOSE ROAD
PIPPA PASSES
,
KY
41844
NONE
PC
GENERAL OPERATIONS
18,000
AMERICAN FRIENDS OF HEBREW UNIVERSITY
ONE BATTERY PARK PLAZA 25TH FLOOR
NEW YORK
,
NY
01004
NONE
PC
FILM STUDIES PROGRAM - RAYA MORAG
100,000
AMERICAS SOCIETY INC
680 PARK AVENUE
NEW YORK
,
NY
10065
NONE
PC
MUSIC, ART & PHOTOGRAPHY PROJECTS
15,000
AT HOME ON THE SOUND
545 TOMPKINS AVENUE
MAMARONECK
,
NY
10543
NONE
PC
STRATEGIC PLAN
25,000
BETH EL SYNAGOGUE CENTER
1324 NORTH AVENUE
NEW ROCHELLE
,
NY
10804
NONE
PC
COMMUNITY ENGAGEMENT PROGRAM
115,000
BRONX ART ENSEMBLE INC
80 VAN COURTLAND SOUTH 7D-2
BRONX
,
NY
10463
NONE
PC
BUILDING FOR ARTS AND LIVE MUSIC
25,000
CENTER FOR NONPROFIT LEGAL SERVICES
225 WEST MAIN STREET
MEDFORD
,
OR
97501
NONE
PC
REMOVING LEGAL BARRIERS FOR VETERANS
25,000
CENTRAL FUND FOR ISRAEL
461 CENTRAL AVENUE
CEDARHURST
,
NY
11516
NONE
PC
CULTURAL IMMERSION IN ISRAELI SOCIETY
15,000
CHERRY LANE ALTERNATIVELLC
822 8TH AVENUE FLOOR 21
NEW YORK
,
NY
10001
NONE
PC
PRODUCTION OF FEAR
50,000
CHILDRENS HOPE INDIA INC
7 EDGEMERE DRIVE
ALBERTSON
,
NY
11507
NONE
PC
GENERAL SUPPORT
25,000
CHRISTOPHER NEWPORT UNIVERSITY EDUCATIONAL FOUNDATION INC
1 AVENUE OF THE ARTS
NEWPORT NEWS
,
VA
23606
NONE
PC
OPEN AIR MUSEUM
20,000
CITIZENS FOR ALTERNATIVES TO ANIMAL RESEARCH
24 MEADOWAY
DOBBS FERRY
,
NY
10522
NONE
PC
GENERAL SUPPORT
10,000
COLUMBUS HOUSE
586 ELLA T GRASSO BLVD
NEW HAVEN
,
CT
06519
NONE
PC
FOR ABRAHAM'S TENT
25,000
CONNECTICUT HOSPICE INC
100 DOUBLE BEACH ROAD
BRANFORD
,
CT
06405
NONE
PC
ENERGY IMPROVEMENTS
21,000
CONNECTICUT PUBLIC BROADCASTING INC
1049 ASYLUM AVE
HARTFORD
,
CT
06105
NONE
PC
GENERAL SUPPORT
100,000
CREATIVE ARTS WORKSHOP INC
80 AUDUBON STREET
NEW HAVEN
,
CT
06510
NONE
PC
INCREASE ACCESS TO VISUAL ARTS INSPECTION FOR YOUNG PEOPLE
20,000
ELI WHITNEY MUSEUM
915 WHITNEY AVENUE
HAMDEN
,
CT
06517
NONE
PC
NEW LASER CUTTER
29,000
EMOTIVE FRUITION
233 S 1ST STREET SUITE 3W
BROOKLYN
,
NY
11211
NONE
PC
THERAPEUTIC CREATIVE WRITING SERIES
20,000
FAIRLEIGH DICKINSON UNIVERSITY
285 MADISON AVENUE M-DB0-01
MADISON
,
NJ
07940
NONE
PC
FAIRLEIGH DICKINSON SCHOOL OF THE ARTS
5,000
FOLKSBEINE YIDDISH THEATRE INC
36 BATTERY PARK SECOND FLOOR
NEW YORK
,
NY
10280
NONE
PC
GLOBAL RESTORATION PROJECTS
25,000
FOOTE SCHOOL ASSOCIATION INC
50 LOOMIS PLACE
NEW HAVEN
,
CT
06511
NONE
PC
GENERAL OPERATIONS
40,000
FOUR NATIONS
PO BOX 1112
HUDSON
,
NY
12534
NONE
PC
GENERAL OPERATIONS
25,000
FRACTURED ATLAS INC
PO BOX 55
HARTSDALE
,
NY
10530
NONE
PC
OPERATING AND PRODUCTION COSTS
25,000
FRAXA RESEARCH FOUNDATION INC
10 PRINCE PLACE SUITE 203
NEWBURYPORT
,
MA
01950
NONE
PC
CALLUM CUP
1,000
GREENWICH CORAL SOCIETY INC
PO BOX 5
GREENWICH
,
CT
06830
NONE
PC
CHORAL MUSIC PERFORMANCES
25,000
HEBREW FREE LOAN SOCIETY
675 THIRD AVENUE SUITE 1905
NEW YORK
,
NY
10017
NONE
PC
LOAN PROGRAM
10,000
HOPKINS SCHOOL INC
986 FOREST ROAD
NEW HAVEN
,
CT
06515
NONE
PC
GENERAL SUPPORT
25,000
INDIA HERITAGE CENTER INC
49 OLD WOODS ROAD
SADDLE RIVER
,
NJ
07458
NONE
PC
MUSEUM OF INDIA, JOURNAY TO THE U.S.A.
15,000
INTEGRATED REFUGEE & IMMIGRANT SERVICE INC
235 NICOLL STREET 2ND FLOOR
NEW HAVEN
,
CT
06511
NONE
PC
GENERAL SUPPORT
30,000
INTERNEWS
876 7TH STREET
ARCATA
,
CA
95521
NONE
PC
INCREASED ENVIRONMENTAL NEWS COVERAGE
25,000
LEAP
31 JEFFERSON STREET
NEW HAVEN
,
CT
06511
NONE
PC
GENERAL OPERATIONS
25,000
LEAP
31 JEFFERSON STREET
NEW HAVEN
,
CT
06511
NONE
PC
SUPPORT CHILDRENS PROGRAMS
25,000
MADISON ARTS AND CULTURAL ALLIANCE
10 LINCOLN PLACE PO BOX 178
MADISON
,
NJ
07940
NONE
PC
HOLIDAY CABARET
2,500
MADISON EDUCATION FOUNDATION INC
PO BOX 1093
MADISON
,
NJ
07940
NONE
PC
GENERAL SUPPORT
1,000
MONTCLAIR STATE UNIVERSITY FOUNDATION INC
1 NORMAL AVENUE
MONTCLAIR
,
NJ
07043
NONE
PC
GENERAL SUPPORT
10,000
MORRISTOWN NEIGHBORHOOD HOUSE ASSOC INC
80 WASHINGTON STREET
MORRISTOWN
,
NJ
07960
NONE
PC
PRESCHOOL ARTS PROGRAM
5,000
MUSIC CONSERVATORY OF WESTCHESTER
216 CENTRAL AVENUE
WHITE PLAINS
,
NY
10606
NONE
PC
PRE COLLEGE PROGRAM FOR HIGH SCHOOL MUSICIANS
50,000
NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION
123 S BROADWAY APT 9B
IRVINGTON
,
NY
10533
NONE
PC
GENERAL SUPPORT
12,000
NEW JERSEY PERFORMING ARTS CENTER
ONE CENTER STREET
NEWARK
,
NJ
07102
NONE
PC
GENERAL SUPPORT
125,000
NEW YORK AND PRESBYTERIAN HOSPITAL
850 THIRD AVENUE 12TH FLOOR
NEW YORK
,
NY
10022
NONE
PC
GENERAL SUPPORT
25,000
NEW YORK UNIVERSITY
22 WASHINGTON SQUARE NORTH ROOM 403
NEW YORK
,
NY
10011
NONE
PC
JONATHAN BOIES MEMORIAL FUND
150,000
OPEN DOOR SPORTS INC
9519 W STANHOPE ROAD
KENSINGTON
,
MD
20895
NONE
PC
CINDY BROWN SPORTS AUTISM
2,500
OXFORD ACADEMY INC
1393 BOSTON POST ROAD
WESTBROOK
,
CT
06498
NONE
PC
GENERAL SUPPORT
10,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE 15TH FLOOR
NEW YORK
,
NY
10017
NONE
PC
GENERAL OPERATIONS
115,000
POINTS OF LIGHT FOUNDATION
575 5TH AVENUE
NEW YORK
,
NY
10017
NONE
PC
POINTS OF LIGHT AWARD GALA
25,000
POINTSMAN FOUNDATION
880 WILD RICE CV
AUSTIN
,
TX
78738
NONE
PC
FOR GENERAL SUPPORT
150,000
PROJECT KESHER
729 7TH AVENUE 9TH FLOOR
NEW YORK
,
NY
10019
NONE
PC
WOMENS LEADERSHIP AND TRAINING PROGRAM
10,000
ROSE CITY MONTESSORI SCHOOL
4 MADISON AVENUE
MADISON
,
NJ
07940
NONE
PC
RAINBOW MONTESSORI SCHOOL
1,500
SACRED HEART UNIVERSITY
5151 PARK AVENUE
FAIRFIELD
,
CT
06825
NONE
PC
GENERAL SUPPORT
50,000
SANTA FE INSTITUTE
1399 HYDE PARK RD
SANTA FE
,
NM
87501
NONE
PC
GLOBAL CLASSROOM
50,000
SCHOOLHOUSE THEATRE FOUNDATION INC
8 FRONT STREET PO BOX 300
CROTON FALLS
,
NY
10519
NONE
PC
ORIGINAL PLAYS AND PERFORMANCE SPACE
25,000
SCIENCE FRIDAY INITIATIVE INC
19 W 44TH STREET SUITE 412
NEW YORK
,
NY
10036
NONE
PC
GENERAL OPERATIONS
35,000
ST MARTIN DE PORRES ACADEMY INC
208 COLUMBUS AVE
NEW HAVEN
,
CT
06519
NONE
PC
GRADUATE SUPPORT PROGRAM
30,000
SYMPHONY OF WESTCHESTER INC
10 DAVID DRIVE
NEW ROCHELLE
,
NY
10804
NONE
PC
GENERAL OPERATIONS
25,000
THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN
70 AUDUBON STREET
NEW HAVEN
,
CT
06510
NONE
PC
GENERAL OPERATIONS
45,000
THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN
70 AUDUBON STREET
NEW HAVEN
,
CT
06510
NONE
PC
GENERAL OPERATIONS
44,000
THE GOOD DOG FOUNDATION INC
500 SEVENTH AVENUE 8TH FLOOR
NEW YORK
,
NY
10018
NONE
PC
GENERAL OPERATIONS
10,000
THE MID HUDSON HERITAGE CENTER INC
109 HOOKER AVENUE
POUGHKEEPSIE
,
NY
12601
NONE
PC
SIMON STUDIO
25,000
THE OPPORTUNITY PROJECT INC
60 EAST WILLOW STREET
MILLBURN
,
NJ
07041
NONE
PC
GENERAL SUPPORT
25,000
THE PALEY CENTER FOR MEDIA
MUSEUM OF TELEVISION AND RADIO 25 W
52ND STREET
NEW YORK
,
NY
10019
NONE
PC
CONTINUED FUNDING
75,000
THE PALEY CENTER FOR MEDIA
MUSEUM OF TELEVISION AND RADIO 25 W
52ND STREET
NEW YORK
,
NY
10019
NONE
PC
CONTINUED FUNDING
35,000
THEATRE DEVELOPMENT FUND INC
520 EIGHTH AVENUE 801
NEW YORK
,
NY
10018
NONE
PC
GENERAL SUPPORT
5,000
THROUGHLINE ARTIST
12 WEST 53RD STREET SUITE 22F
NEW YORK
,
NY
10019
NONE
PC
FOR SUMMER SHORTS
25,000
TOWN OF HARRISON
1 HEINEMAN PLACE
HARRISON
,
NY
10528
NONE
PC
SUMMER OUTDOOR CONCERT SERIES
20,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
PO BOX 137 136 S BROADWAY
IRVINGTON
,
NY
10533
NONE
PC
NEVIS LABORATORY
10,000
UNIVERSITY OF CHICAGO ( THE SMART MUSEUM OF ART)
5550 SOUTH GREENWOOD AVENUE
CHICAGO
,
IL
60637
NONE
PC
SMART SCHOLARS RESEARCH PROJECT
100,000
UNIVERSITY OF MASSACHUSETTS - AMHERST
161 PRESIDENTS DRIVE
AMHERST
,
MA
01003
NONE
PC
JEWISH HISTORY JOUNAL
25,000
UNIVERSITY OF WASHINGTON FOUNDATION
407 GERBERDING HALL BOX 351210
SEATTLE
,
WA
981951210
NONE
PC
RESTORATION OF THE ASUW SHELL HOUSE
25,000
UNTERMYER GARDENS CONSERVANCY
945 NORTH BROADWAY
YONKERS
,
NY
10701
NONE
PC
RESTORATION AND DEVELOPMENT OF THE GARDEN
50,000
USHER III INITITATIVE
191 N WACKER DRIVE SUITE 1790
CHICAGO
,
IL
60606
NONE
PC
GENERAL SUPPORT
25,000
WESTCHESTER ARTS COUNCIL INC
31 MAMARONECK AVENUE 3RD FLOOR
WHITE PLAINS
,
NY
10601
NONE
PC
PUBLIC ART PROJECT
25,000
WHARTON INSTITUTE FOR PERFORMING ARTS INC
60 LOCUST AVENUE
BERKELEY HEIGHTS
,
NJ
07922
NONE
PC
GENERAL SUPPORT
10,000
WHITE PLAINS LIBRARY FOUNDATION INC
100 MARITINE AVENUE
WHITE PLAINS
,
NY
10601
NONE
PC
TROVE TIME
25,000
NEW ROCHELLE PUBLIC LIBRARY FOUNDATION INC
1 LIBRARY PLAZA
NEW ROCHELLE
,
NY
10801
NONE
PC
COURTYARD AND SCULPTURE GARDEN
25,000
WISH NJ INC
1980 SPRINGFIELD AVENUE
MAPLEWOOD
,
NJ
07040
NONE
PC
GENERAL SUPPORT
10,000
WYOMING COMMUNITY FOUNDATION
1472 N 5TH STREET SUITE 201
LARAMIE
,
WY
82072
NONE
PC
PILOT HILL PROJECT - WALKING PATH
25,000
Total
.................................
3a
2,542,500
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
....
14
1,081,972
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
16,383,341
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
17,465,313
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
17,465,313
(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