-
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
ANNA OSCHWALD TRUST
Number and street (or P.O. box number if mail is not delivered to street address)
6325 S RAINBOW BLVD STE 300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS
,
NV
89118
A Employer identification number
25-6626923
B
Telephone number (see instructions)
(888) 730-4933
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)
$
8,898,963
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
...
199,327
198,319
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
209,249
b
Gross sales price for all assets on line 6a
3,918,113
7
Capital gain net income (from Part IV, line 2)
...
209,249
8
Net short-term capital gain
.........
0
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
........
408,576
407,568
13
Compensation of officers, directors, trustees, etc.
101,405
91,265
10,141
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
1,057
0
0
1,057
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
16,260
3,908
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
48
48
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
118,770
95,221
0
11,198
25
Contributions, gifts, grants paid
.......
390,000
390,000
26
Total expenses and disbursements.
Add lines 24 and 25
508,770
95,221
0
401,198
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-100,194
b
Net investment income
(if negative, enter -0-)
312,347
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
410,482
309,499
309,499
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
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)
..........
6,876,597
6,875,138
8,589,464
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)
7,287,079
7,184,637
8,898,963
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
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
........
7,287,079
7,184,637
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
7,287,079
7,184,637
30
Total liabilities and net assets/fund balances
(see instructions)
.
7,287,079
7,184,637
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
7,287,079
2
Enter amount from Part I, line 27a
.....................
2
-100,194
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
7,186,885
5
Decreases not included in line 2 (itemize)
5
2,248
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
7,184,637
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
1832. AMER CENT SMALL CAP GRWTH INST 336
2018-02-09
2019-02-26
b
270. AMERIPRISE FINL INC
2016-05-10
2019-02-26
c
278. ARTISAN MID CAP FUND-INSTL 1333
2012-04-19
2019-02-26
d
12934.118 DODGE & COX INCOME FD COM #147
2008-06-23
2019-02-26
e
774. EATON VANCE GLOB MACRO ADV-I 208
2017-10-26
2019-02-26
1661. FIDELITY NEW MRKTS INC-I
2016-08-24
2019-02-26
1622. JP MORGAN MID CAP VALUE-I #758
2015-07-20
2019-02-26
400. HAIN CELESTIAL GROUP INC
2018-11-19
2019-02-26
116. ISHARES CORE MSCI EMERGING
2018-10-05
2019-02-26
1235. JOHN HANCOCK II-CURR STR-I 3643
2017-10-26
2019-02-26
405. JPMORGAN HIGH YIELD FUND SS 3580
2017-10-26
2019-02-26
549. OPPENHEIMER DEVELOPING MKT-I 799
2018-10-09
2019-02-26
101. T ROWE PRICE INST FLOAT RATE 170
2017-10-26
2019-02-26
723.094 STERLING CAPITAL STRATTON SMALL CAP
2018-02-09
2019-02-26
17.906 STERLING CAPITAL STRATTON SMALL CAP
2018-10-09
2019-02-26
2440. TCW EMRG MKTS INCM-I 4721
2018-07-18
2019-02-26
125. AT & T INC
2019-02-26
2019-04-05
10. BLACKROCK INC
2019-02-26
2019-04-05
350. CVS HEALTH CORPORATION
2018-08-16
2019-04-05
205. CVS HEALTH CORPORATION
2018-11-19
2019-04-05
105. CVS HEALTH CORPORATION
2017-10-30
2019-04-05
155. COGNIZANT TECH SOLUTIONS CRP COM
2019-02-26
2019-04-05
415. COMCAST CORP CLASS A
2011-05-26
2019-04-05
30. DIAGEO PLC - ADR
2019-02-26
2019-04-05
125. EOG RESOURCES, INC
2018-08-16
2019-04-05
125. EOG RESOURCES, INC
2018-11-19
2019-04-05
225. ELECTRONIC ARTS INC
2019-02-26
2019-04-05
5178.325 T ROWE PRICE INST FLOAT RATE 170
2016-05-12
2019-04-05
120. SCHLUMBERGER LTD
2018-08-16
2019-04-05
385. SCHLUMBERGER LTD
2018-11-19
2019-04-05
60. SPIRIT AEROSYTSEMS HOLD-CL A
2017-10-30
2019-04-05
560. SUNCOR ENERGY INC NEW F
2019-02-26
2019-04-05
10. SUNCOR ENERGY INC NEW F
2015-08-07
2019-04-05
770. TOTAL S.A. - ADR
2018-11-19
2019-04-05
205. UNITED PARCEL SERVICE-CL B
2018-11-19
2019-04-05
705. UBS GROUP AG
2018-11-19
2019-04-05
110. TE CONNECTIVITY LTD
2019-02-26
2019-04-05
1085. FLEXTRONICS INTL LTD
2018-08-16
2019-04-05
1053. AQR MANAGED FUTURES STR-I
2016-11-25
2019-05-14
431. AMER CENT SMALL CAP GRWTH INST 336
2018-02-09
2019-05-14
514. ARTISAN MID CAP FUND-INSTL 1333
2012-04-19
2019-05-14
155. BERSHIRE HATHAWAY INC.
2013-05-10
2019-05-14
247. BLACKROCK GL L/S CREDIT-K #1940
2016-11-25
2019-05-14
200. COMCAST CORP CLASS A
2011-05-26
2019-05-14
45. EATON VANCE GLOB MACRO ADV-I 208
2017-10-26
2019-05-14
22177. FIDELITY NEW MRKTS INC-Z #3323
2016-05-12
2019-05-14
145. JP MORGAN MID CAP VALUE-I #758
2015-07-20
2019-05-14
141. JPMORGAN HIGH YIELD FUND SS 3580
2017-10-26
2019-05-14
35.702 ASG GLOBAL ALTERNATIVES-Y 1993
2018-10-09
2019-05-14
174.767 ASG GLOBAL ALTERNATIVES-Y 1993
2019-02-27
2019-05-14
1.531 ASG GLOBAL ALTERNATIVES-Y 1993
2017-05-26
2019-05-14
430. NEUBERGER BERMAN LONG SH-INS #1830
2017-05-26
2019-05-14
210. OPPENHEIMER DEVELOPING MKT-I 799
2018-10-09
2019-05-14
37. T ROWE PR REAL ESTATE-I #432
2017-04-27
2019-05-14
10. SPDR DJ WILSHIRE INTERNATIONAL REAL
2017-04-24
2019-05-14
10296. TCW EMRG MKTS INCM-I 4721
2018-07-18
2019-05-14
115. WALT DISNEY CO
2013-05-10
2019-07-03
425. ROCHE HOLDINGS LTD - ADR
2018-11-19
2019-07-03
1345.122 AQR MANAGED FUTURES STR-I
2019-02-27
2019-08-08
26530.604 AQR MANAGED FUTURES STR-I
2016-11-25
2019-08-08
1437.253 AQR MANAGED FUTURES STR-I
2018-10-09
2019-08-08
25062.899 INV BALANCE RISK COMM STR-Y 8611
2018-10-09
2019-08-08
1062.169 INV BALANCE RISK COMM STR-Y 8611
2019-02-27
2019-08-08
189. AMER CENT SMALL CAP GRWTH INST 336
2018-02-09
2019-08-08
266. ARTISAN MID CAP FUND-INSTL 1333
2012-04-19
2019-08-08
24623.989 BLACKROCK GL L/S CREDIT-K #1940
2016-11-25
2019-08-08
699.387 BLACKROCK GL L/S CREDIT-K #1940
2019-02-27
2019-08-08
294.835 DODGE & COX INT'L STOCK FD #1048
2019-02-27
2019-08-08
661.186 DODGE & COX INT'L STOCK FD #1048
2018-10-09
2019-08-08
6263.472 DODGE & COX INT'L STOCK FD #1048
2016-05-12
2019-08-08
1231. EATON VANCE GLOB MACRO ADV-I 208
2017-10-26
2019-08-08
278. FIDELITY NEW MRKTS INC-Z #3323
2016-05-12
2019-08-08
925. JOHN HANCOCK II-CURR STR-I 3643
2017-10-26
2019-08-08
15280.347 ASG GLOBAL ALTERNATIVES-Y 1993
2016-11-23
2019-08-08
782.085 NEUBERGER BERMAN LONG SH-INS #1830
2019-02-27
2019-08-08
10962.553 NEUBERGER BERMAN LONG SH-INS #1830
2016-11-23
2019-08-08
1608. TCW EMRG MKTS INCM-I 4721
2018-07-18
2019-08-08
800. COMCAST CORP CLASS A
2011-05-26
2019-08-22
265. UNION PACIFIC CORP
2013-05-10
2019-08-22
513.439 INV OPP DEVELOP MRKTS-R6
2018-10-09
2019-09-27
368.054 INV OPP DEVELOP MRKTS-R6
2019-08-08
2019-09-27
1306.507 INV OPP DEVELOP MRKTS-R6
2017-04-27
2019-09-27
4862. ISHARES CORE MSCI EMERGING
2018-10-05
2019-09-27
505. ISHARES CORE MSCI EMERGING
2019-05-14
2019-09-27
16009.266 JPMORGAN HIGH YIELD FUND SS 3580
2016-05-12
2019-10-11
7283.287 JPMORGAN HIGH YIELD FUND SS 3580
2019-04-10
2019-10-11
11332.684 JPMORGAN HIGH YIELD FUND SS 3580
2019-08-08
2019-10-11
179. INV OPP DEVELOP MRKTS-R6
2017-04-27
2019-10-21
375. DIAGEO PLC - ADR
2019-08-09
2019-10-21
85. FIDELITY NATL INFORMATION SVCS INC
2019-07-03
2019-10-21
149. JP MORGAN MID CAP VALUE-I #758
2015-07-20
2019-10-21
300. HAIN CELESTIAL GROUP INC
2019-08-09
2019-10-21
77. ISHARES CORE MSCI EMERGING
2019-08-08
2019-10-21
341. METROPOLITAN WEST T/R BD-PLN #712
2019-09-30
2019-10-21
455. MONDELEZ INTERNATIONAL INC
2019-08-09
2019-10-21
123. PIMCO TOTAL RET FD-INST #35
2019-09-30
2019-10-21
1138.767 T ROWE PR OVERSEAS STOCK-I #521
2019-02-27
2019-10-21
1062.233 T ROWE PR OVERSEAS STOCK-I #521
2018-10-09
2019-10-21
14.434 T ROWE PR REAL ESTATE-I #432
2019-08-08
2019-10-21
78.566 T ROWE PR REAL ESTATE-I #432
2017-04-27
2019-10-21
105. SPDR DJ WILSHIRE INTERNATIONAL REAL
2017-04-24
2019-10-21
38. STERLING CAPITAL STRATTON SMALL CAP
2018-02-09
2019-10-21
925. TORONTO DOMINION BK ONT COM NEW
2019-08-09
2019-10-21
50. MEDTRONIC PLC
2019-08-22
2019-10-21
2165. UBS GROUP AG
2019-08-09
2019-10-21
805. FLEXTRONICS INTL LTD
2019-02-26
2019-10-21
235. FLEXTRONICS INTL LTD
2019-08-09
2019-10-21
672.666 JOHN HANCOCK II-CURR STR-I 3643
2019-05-17
2019-12-09
1193.103 JOHN HANCOCK II-CURR STR-I 3643
2019-10-25
2019-12-09
17220.196 JOHN HANCOCK II-CURR STR-I 3643
2017-10-26
2019-12-09
12. VANGUARD MIDCAP VIPER
2019-10-21
2019-12-09
CAPITAL GAIN 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
31,675
31,327
348
b
35,846
26,108
9,738
c
10,753
11,395
-642
d
175,128
160,124
15,004
e
7,523
8,266
-743
25,031
27,061
-2,030
60,971
62,058
-1,087
6,905
9,035
-2,130
6,040
5,721
319
11,350
12,054
-704
2,900
3,046
-146
22,987
21,433
1,554
994
1,015
-21
56,286
60,313
-4,027
1,394
1,556
-162
19,837
19,569
268
4,029
3,912
117
4,449
4,401
48
18,905
25,612
-6,707
11,073
16,123
-5,050
5,672
7,209
-1,537
11,488
11,167
321
16,774
5,476
11,298
4,872
4,722
150
12,284
14,525
-2,241
12,284
13,168
-884
22,306
22,038
268
51,006
51,419
-413
5,426
7,519
-2,093
17,410
18,662
-1,252
5,363
4,819
544
18,548
19,172
-624
331
284
47
43,571
43,738
-167
23,404
22,897
507
8,826
9,646
-820
9,454
9,233
221
11,806
14,483
-2,677
8,972
9,940
-968
7,543
7,370
173
20,689
21,069
-380
31,970
17,283
14,687
2,450
2,482
-32
8,599
2,503
6,096
438
481
-43
330,216
343,694
-13,478
5,533
5,545
-12
1,012
1,060
-48
390
402
-12
1,908
1,877
31
17
16
1
6,097
5,943
154
8,702
8,198
504
1,059
1,042
17
385
384
1
83,295
82,574
721
16,424
7,719
8,705
15,108
13,210
1,898
12,362
11,030
1,332
243,816
249,000
-5,184
13,208
13,079
129
154,638
172,934
-18,296
6,554
6,832
-278
3,487
3,232
255
11,715
10,903
812
247,964
247,455
509
7,043
6,840
203
11,673
12,020
-347
26,176
28,107
-1,931
247,971
217,155
30,816
12,532
13,147
-615
4,237
4,256
-19
8,482
9,028
-546
168,695
154,224
14,471
11,340
10,652
688
158,957
141,792
17,165
13,555
12,896
659
35,059
10,014
25,045
44,093
20,365
23,728
21,503
20,045
1,458
15,414
15,300
114
54,717
47,727
6,990
238,726
239,796
-1,070
24,796
24,539
257
115,267
113,400
1,867
52,440
52,731
-291
81,595
81,482
113
7,706
6,539
1,167
60,461
61,433
-972
10,908
10,707
201
5,878
5,698
180
6,718
6,640
78
3,900
3,722
178
3,536
3,553
-17
24,638
25,002
-364
1,285
1,293
-8
12,208
11,650
558
11,387
11,419
-32
437
418
19
2,380
2,213
167
4,295
4,029
266
3,003
3,170
-167
52,635
52,242
393
5,376
5,405
-29
25,060
23,517
1,543
8,352
8,700
-348
2,438
2,433
5
6,081
5,980
101
10,786
10,726
60
155,671
167,269
-11,598
2,098
2,027
71
97,153
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
348
b
9,738
c
-642
d
15,004
e
-743
-2,030
-1,087
-2,130
319
-704
-146
1,554
-21
-4,027
-162
268
117
48
-6,707
-5,050
-1,537
321
11,298
150
-2,241
-884
268
-413
-2,093
-1,252
544
-624
47
-167
507
-820
221
-2,677
-968
173
-380
14,687
-32
6,096
-43
-13,478
-12
-48
-12
31
1
154
504
17
1
721
8,705
1,898
1,332
-5,184
129
-18,296
-278
255
812
509
203
-347
-1,931
30,816
-615
-19
-546
14,471
688
17,165
659
25,045
23,728
1,458
114
6,990
-1,070
257
1,867
-291
113
1,167
-972
201
180
78
178
-17
-364
-8
558
-32
19
167
266
-167
393
-29
1,543
-348
5
101
60
-11,598
71
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
209,249
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
314,637
8,364,504
0.037616
2017
432,878
8,156,996
0.053068
2016
443,814
7,692,303
0.057696
2015
446,199
8,133,488
0.054859
2014
375,145
8,534,978
0.043954
2
Total
of line 1, column (d)
.....................
2
0.247193
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
0.049439
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
8,327,194
5
Multiply line 4 by line 3
......................
5
411,688
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,123
7
Add lines 5 and 6
........................
7
414,811
8
Enter qualifying distributions from Part XII, line 4
,.............
8
401,198
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
6,247
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
6,247
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
6,247
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
8,060
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
7
Total credits and payments. Add lines 6a through 6d
..............
7
8,060
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
1,813
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,813
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
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)
NJ
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
WELLS FARGO BANK NA
Telephone no.
(888) 730-4933
Located at
100 N MAIN ST MAC D4001-117
WINSTON SALEM
NC
ZIP+4
27101
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
STEPHEN J OPPENHEIM
CO-TRUSTEE
1
16,901
125 HALF MILE RD STE 101
RED BANL
,
NJ
07701
WELLS FARGO BANK N A
TRUSTEE
1
84,504
100 N MAIN ST MAC D4001-117
WINSTON SALEM
,
NC
27101
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
.........................
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
7,998,663
b
Average of monthly cash balances
.......................
1b
455,341
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
8,454,004
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
8,454,004
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
126,810
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
8,327,194
6
Minimum investment return.
Enter 5% of line 5
..................
6
416,360
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
416,360
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
6,247
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,247
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
410,113
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
410,113
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
410,113
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
401,198
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
401,198
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
401,198
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
410,113
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
373,183
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
0
b
From 2015
......
0
c
From 2016
......
0
d
From 2017
......
0
e
From 2018
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
401,198
a
Applied to 2018, but not more than line 2a
373,183
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
.....
28,015
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
..........
382,098
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
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
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
NORTH SHORE ANIMAL LEAGUE
16 LEWYT STREET
PORT WASHINGTON
,
NY
11050
NONE
PC
GENERAL OPERATING
32,500
BIDE A WEE INC
410 EAST 38TH STREET
NEW YORK
,
NY
10016
NONE
PC
GENERAL OPERATING
32,500
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLR
NEW YORK
,
NY
100063111
NONE
PC
GENERAL OPERATING
32,500
THE SALVATION ARMY
440 W NYACK RD
WEST NYACK
,
NY
109941739
NONE
PC
GENERAL OPERATING
32,500
AMERICAN HEART ASSOCIATION
1710 GILBRETH ROAD SUITE 301
BURLINGAME
,
CA
94010
NONE
PC
GENERAL OPERATING
32,500
FRIENDS OF ANIMALS
777 POST RD STE 105
DARIEN
,
CT
06820
NONE
PC
GENERAL OPERATING
32,500
CORNELL UNIVERSITY
130 EAST SENECA STREET
ITHACA
,
NY
14850
NONE
PC
GENERAL OPERATING
32,500
SOC PREVENTION CRUELTY TO ANMLS
260 WALL STREET
EATONTOWN
,
NJ
07724
NONE
PC
GENERAL OPERATING
32,500
ASSOC HUMANE SOCIETY OF NJ INC
124 EVERGREEN AVENUE
NEWARK
,
NJ
07114
NONE
PC
GENERAL OPERATING
32,500
RIVERVIEW MEDICAL CENTER FOUNDATION
1 RIVERVIEW PLAZA
RED BANK
,
NJ
07701
NONE
PC
GENERAL OPERATING
32,500
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET
PHILADELPHIA
,
PA
191045099
NONE
PC
GENERAL OPERATING
32,500
HUMANE SOCIETY OF THE UNITED STATES
1255 23RD ST NW STE 450
WASHINGTON
,
DC
20037
NONE
PC
GENERAL OPERATING
32,500
Total
.................................
3a
390,000
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
199,327
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
209,249
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)
..
408,576
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
408,576
(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