-
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
SPECTEMUR AGENDO INC
Number and street (or P.O. box number if mail is not delivered to street address)
122 MARYLAND AVE NE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON
,
DC
20002
A Employer identification number
01-0751046
B
Telephone number (see instructions)
(202) 546-3732
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)
$
6,522,318
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)
73,850
2
Check
.............
3
Interest on savings and temporary cash investments
28,957
28,957
4
Dividends and interest from securities
...
67,748
67,748
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
306,703
b
Gross sales price for all assets on line 6a
1,996,840
7
Capital gain net income (from Part IV, line 2)
...
306,703
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)
.......
60,030
60,030
12
Total.
Add lines 1 through 11
........
537,288
463,438
13
Compensation of officers, directors, trustees, etc.
180,330
13,630
166,700
14
Other employee salaries and wages
......
133,187
0
133,187
15
Pension plans, employee benefits
.......
86,419
3,013
83,406
16a
Legal fees (attach schedule)
.........
40
8
32
b
Accounting fees (attach schedule)
.......
31,300
6,260
25,040
c
Other professional fees (attach schedule)
....
17
Interest
...............
203
203
0
18
Taxes (attach schedule) (see instructions)
...
34,957
10,171
24,786
19
Depreciation (attach schedule) and depletion
...
1,742
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
23,306
0
23,306
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
109,854
27,701
82,153
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
601,338
60,986
538,610
25
Contributions, gifts, grants paid
.......
937,800
937,800
26
Total expenses and disbursements.
Add lines 24 and 25
1,539,138
60,986
1,476,410
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,001,850
b
Net investment income
(if negative, enter -0-)
402,452
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
.............
400
96
96
2
Savings and temporary cash investments
.........
1,984,231
2,833,950
2,833,950
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
..........
5,590
5,975
5,975
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)
..........
4,693,822
2,838,158
3,676,998
14
Land, buildings, and equipment: basis
15,459
Less: accumulated depreciation (attach schedule)
10,898
6,303
4,561
4,561
15
Other assets (describe
)
0
738
738
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
6,690,346
5,683,478
6,522,318
17
Accounts payable and accrued expenses
..........
63
52
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)
.........
63
52
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
6,690,283
5,683,426
29
Total net assets or fund balances
(see instructions)
.....
6,690,283
5,683,426
30
Total liabilities and net assets/fund balances
(see instructions)
.
6,690,346
5,683,478
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
6,690,283
2
Enter amount from Part I, line 27a
.....................
2
-1,001,850
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
5,688,433
5
Decreases not included in line 2 (itemize)
5
5,007
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
5,683,426
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
LEAF INVESTMENTS: 13-4136988
P
2019-12-31
b
LEAF INVESTMENTS: 13-4136988
P
2019-12-31
c
BERKSHIRE HATHAWAY
P
2019-03-08
d
INVESCO S&P MIDCAP
P
2018-06-04
2019-03-08
e
ISHARES US REAL ESTATE
P
2019-03-08
VANGUARD VALUE ETF
P
2019-03-08
VANGUARD GROWTH
P
2019-03-08
VANGUARD FTSE ALL WORLD
P
2019-03-08
VANGUARD INTERNATIONAL
P
2019-03-08
VANGUARD 500 INDEX FUND
P
2019-03-08
(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
1,335
-1,335
b
12,692
12,692
c
395,151
272,728
122,423
d
246,549
195,328
51,221
e
159,939
159,609
330
404,244
368,086
36,158
13,056
10,982
2,074
353,523
328,706
24,817
156,886
154,182
2,704
254,800
199,181
55,619
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
-1,335
b
12,692
c
122,423
d
51,221
e
330
36,158
2,074
24,817
2,704
55,619
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
306,703
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
1,447,374
8,036,713
0.180095
2017
1,425,298
8,073,703
0.176536
2016
1,312,360
7,462,893
0.175851
2015
1,379,939
8,548,901
0.161417
2014
2,066,746
7,714,966
0.267888
2
Total
of line 1, column (d)
.....................
2
0.961787
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
0.192357
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
6,842,544
5
Multiply line 4 by line 3
......................
5
1,316,211
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
4,025
7
Add lines 5 and 6
........................
7
1,320,236
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,476,410
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
4,025
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
4,025
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
4,025
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
10,000
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
10,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
20,000
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
15,975
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
15,975
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)
DE
,
DC
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
SRMFOUNDATION.ORG
14
The books are in care of
CONRAD MARTIN
Telephone no.
(202) 546-3732
Located at
122 MARYLAND AVE NE
WASHINGTON
DC
ZIP+4
20002
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
CONRAD MARTIN
TRUSTEE
40.00
136,302
30,133
0
122 MARYLAND AVE NE
WASHINGTON
,
DC
20002
JULIE BURTON
TRUSTEE
0.00
0
0
0
122 MARYLAND AVE NE
WASHINGTON
,
DC
20002
ANNE ZILL
TRUSTEE
20.00
44,028
6,604
0
122 MARYLAND AVE NE
WASHINGTON
,
DC
20002
JOLENE SMITH
TRUSTEE
0.00
0
0
0
122 MARYLAND AVE NE
WASHINGTON
,
DC
20002
THOMAS LAYTON
TRUSTEE
0.00
0
0
0
122 MARYLAND AVE NE
WASHINGTON
,
DC
20002
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
KATHRYN NORRIS
GRANTS/OFFICE MANAGE
40.00
86,927
36,944
0
122 MARYLAND AVE NE
WASHINGTON
,
DC
20002
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
GRANT MAKING FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES
937,800
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
3,631,591
b
Average of monthly cash balances
.......................
1b
3,080,081
c
Fair market value of all other assets (see instructions)
................
1c
235,073
d
Total
(add lines 1a, b, and c)
.........................
1d
6,946,745
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
6,946,745
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
104,201
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
6,842,544
6
Minimum investment return.
Enter 5% of line 5
..................
6
342,127
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
342,127
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
4,025
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
4,025
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
338,102
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
338,102
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
338,102
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
1,476,410
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
1,476,410
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
4,025
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,472,385
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
338,102
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
1,690,408
b
From 2015
......
961,779
c
From 2016
......
940,114
d
From 2017
......
1,034,101
e
From 2018
......
1,052,892
f
Total
of lines 3a through e
........
5,679,294
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,476,410
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
338,102
e
Remaining amount distributed out of corpus
1,138,308
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
6,817,602
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
1,690,408
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
5,127,194
10
Analysis of line 9:
a
Excess from 2015
....
961,779
b
Excess from 2016
....
940,114
c
Excess from 2017
....
1,034,101
d
Excess from 2018
....
1,052,892
e
Excess from 2019
....
1,138,308
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CONRAD MARTIN
122 MARYLAND AVE NE
WASHINGTON
,
DC
20002
(202) 546-3732
b
The form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM,
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ARENA STAGE
1101 SIXTH STREET SW
WASHINGTON
,
DC
20024
NONE
PC
GENERAL SUPPORT
1,500
ARMS CONTROL ASSOCIATION
1313 L ST NW SUITE 130
WASHINGTON
,
DC
20005
NONE
PC
SUPPORT ADVOCACY PROGRAM THAT PROVIDES INFORMATION AND ANALYSIS OF IRAQ WMD/INTELLIGENCE CONTROVERSY
20,000
BARNARD COLLEGE
3009 BROADWAY
NEW YORK
,
NY
10027
NONE
PC
GENERAL SUPPORT
500
BELLA ABZUG LEADERSHIP INSTITUTE
C/O HUNTER COLLEGE OFFICE HE 1233
695 PARK AVE
NEW YORK
,
NY
10021
NONE
PC
GENERAL SUPPORT
250
AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW
4300 NEBRASKA AVENW
WASHINGTON
,
DC
20016
NONE
PC
GENERAL SUPPORT
1,000
AAUW
1310 L STREET NW STE 1000
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
100
ALLIANCE FOR NUCLEAR ACCOUNTABILITY
1400 MACLOVIA 6
SANTA FE
,
NM
87505
NONE
PC
GENERAL SUPPORT
2,000
BULLETIN OF THE ATOMIC SCIENTISTS
1155 EAST 60TH STREET
CHICAGO
,
IL
60637
NONE
PC
SUPPORT WORK COVERNING NUCLEAR ISSUES
10,000
CALIFORNIA ASSOCIATION OF NON PROFITS
275 FIFTH STREET
SAN FRANCISCO
,
CA
94103
NONE
PC
GENERAL SUPPORT
1,000
CALIFORNIA LAWYERS FOR THE ARTS
FT MASON CENTER BLDG C
SAN FRANCISCO
,
CA
94123
NONE
PC
GENERAL SUPPORT
1,000
CAPITAL AREA FOOD BANK
4900 PURTO RICO AVE NE
WASHINGTON
,
DC
20017
NONE
PC
GENERAL SUPPORT
500
CASEY TREES
3030 12TH STREET NE
WASHINGTON
,
DC
20012
NONE
PC
GENERAL SUPPORT/EVENT
350
CENTER FOR CUBAN STUDIES
20 JAY STREET
BROOKLYN
,
NY
11201
NONE
PC
GENERAL SUPPORT
100
CEIA
150 COYLE STREET
PORTLAND
,
ME
04103
NONE
PC
GENERAL SUPPORT
600
CENTER FOR ARMS CONTROL & NON-PROLIFERATION
322 4TH ST NE SUITE 201
WASHINGTON
,
DC
20002
NONE
PC
SUPPORT WORK PROVIDING PUBLIC WITH INFORMATION ABOUT MILITARY ISSUES AFFECTING SECURITY
10,000
CENTER FOR CONSTITUTIONAL RIGHTS
666 BROADWAY 7TH FLOOR
NEW YORK
,
NY
10012
NONE
PC
GENERAL SUPPORT
10,000
CENTER FOR DEMOCRACY IN THE AMERICAS
PO BOX 53106
WASHINGTON
,
DC
20009
NONE
PC
GENERAL SUPPORT
15,500
CENTER FOR MEDIA AND DEMOCRACY
122 W WASHINGTON AVE STE 500
MADISON
,
WI
53703
NONE
PC
GENERAL SUPPORT
10,000
CENTER FOR INTERNATIONAL POLICY
1717 MASSACHUSETTS AVE NW SUITE 801
WASHINGTON
,
DC
20036
NONE
PC
GENERAL SUPPORT
40,000
CENTER FOR INVESTIGATIVE REPORTING
2927 NEWBURY STREET
BERKELEY
,
CA
94703
NONE
PC
GENERAL SUPPORT
11,000
CENTER FOR JUSTICE AND ACCOUNTABILITY
ONE HALLIDIE PLAZA SUITE 406
SAN FRANCISCO
,
CA
94102
NONE
PC
GENERAL SUPPORT
10,000
CENTER FOR MAINE CONTEMPORARY ART
PO BOX 1767
ROCKLAND
,
ME
04841
NONE
PC
GENERAL SUPPORT/BRUCE BROWN FUND
250
CENTER FOR POLITICAL ACCOUNTABILITY
1233 20TH STREET NW STE 205
WASHINGTON
,
DC
20036
NONE
PC
GENERAL SUPPORT
10,000
CENTER FOR PUBLIC INTEGRITY
910 17TH ST NW SUITE 700
WASHINGTON
,
DC
20006
NONE
PC
GENERAL SUPPORT
15,000
CENTER FOR REPRODUCTIVE RIGHTS
120 WALL STREET
NEW YORK
,
NY
10005
NONE
PC
GENERAL SUPPORT
15,000
CENTER FOR RESPONSIVE POLITICS
1300 L STREET NW SUITE 200
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
10,000
COYOTE CENTER
2626 E PECOS ROAD
CHANDLER
,
AZ
85225
NONE
PC
GENERAL SUPPORT
500
CITIZENS FOR GLOBAL SOLUTIONS
420 7TH ST SE
WASHINGTON
,
DC
20003
NONE
PC
GENERAL SUPPORT
5,100
DC SCHOOL OF LAW FOUNDATION
4340 CONNRCTICUT AVE NW
WASHINGTON
,
DC
20008
NONE
PC
GENERAL SUPPORT/DAVID NIBLACK SCHOLARSHIPS
250
DCREPORT
PO BOX 10311
ROCHESTER
,
NY
14610
NONE
PC
GENERAL SUPPORT
1,000
FEMINIST MAJORITY FOUNDATION
1600 WILSON BLVD STE 801
ARLINGTON
,
VA
22209
NONE
PC
GENERAL SUPPORT/IN HONOR OF ALICE COHAN
250
DAVID LYNCH FOUNDATION
228 EAST 45TH ST15TH FLOOR
NEW YORK
,
NY
10017
NONE
PC
GENERAL SUPPORT
1,000
DEFENDING RIGHTS AND DISSENT
125 G STREET NW SUITE 557
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
10,000
DRAMATISTS' GUILD FUND
356 WEST 40TH STREET 2ND FLR
NEW YORK
,
NY
10018
NONE
PC
SUPPORT EMERGING WRITERS FROM UNDER-REPRESENTED COMMUNITIES
1,000
EARTHACTION
191 RYDERS LANE
NEW BRUNSWICK
,
NJ
089018557
NONE
PC
GENERAL SUPPORT
5,000
ENGINE
128 MAIN STREET
BIDDEFORD
,
ME
04005
NONE
PC
GENERAL SUPPORT
350
FRIENDS OF THE SMITHSONIAN
410 410TH
WASHINGTON
,
DC
20013
NONE
PC
GENERAL SUPPORT
100
FARNSWORTH MUSEUM
16 MUSEUM STREET
SAN FRANCISCO
,
CA
94102
NONE
PC
GENERAL SUPPORT
100
FCNL EDUCATION FUND
245 SECOND STREET NE
WASHINGTON
,
DC
20002
NONE
PC
SUPPORT WORK SEEKING A WORLD FREE OF WAR
5,000
FEDERATION OF AMERICAN SCIENTISTS FUND
1725 DESALES ST NW 6TH FL
WASHINGTON
,
DC
20036
NONE
PC
SUPPORT THE PROJECT ON EXPOSING GOVERNMENT SECRECY
20,000
FEMINIST PRESS
365 FIFTH AVE SUITE 5406
NEW YORK
,
NY
10016
NONE
PC
GENERAL SUPPORT
250
FIU FOUNDATION
11200 SW 8TH STREET
MIAMI
,
FL
33199
NONE
PC
LILLIAN LODGE KOPENHAVER CENTER
1,000
FOREST EDGE PTA
1501 BECONTREE LANE
RESTON
,
VA
20190
NONE
PC
TO SUPPORT YOUTH RESILIENCE AND EMOTIONAL INTELLIGENCE IN UNDER-RESOURCED COMMUNITIES
1,000
FRANCES PERKINS CENTER
PO BOX 281
NEWCASTLE
,
ME
04553
NONE
PC
GENERAL SUPPORT
750
FUNDAR CENTRO DE ANALISIS E INVESTIGACION IN MEXICO
CERRADA DE ALBERTO ZAMORA 21 COL
VILLA COYOACAN
DEL COYOACAN
,
COYOACAN
MX
NONE
PC
GENERAL SUPPORT
1,000
GOVERNMENT ACCOUNTABILITY PROJECT
162 K STREET NW STE 1100
WASHINGTON
,
DC
20006
NONE
PC
GENERAL SUPPORT
40,000
FREEPORT HISTORICAL SOCIETY
45 MAIN STREET
FREEPORT
,
ME
04032
NONE
PC
GENERAL SUPPORT
100
GREATER WASHINGTON COMMUNITY FOUNDATION
1325 G STREET NW
WASHINGTON
,
DC
20005
NONE
PC
HOMELESS INITIATIVE
2,000
FRIENDS OF CONGRESS SQUARE PARK
PO BOX 5056
PORTLAND
,
ME
04101
NONE
PC
GENERAL SUPPORT
100
FRIENDS OF THE NATIONAL ARBORETUM
3501 NEW YORK AVENUE NE
WASHINGTON
,
DC
20002
NONE
PC
GENERAL SUPPORT
2,000
FUND FOR CONSTITUTIONAL GOVERNMENT
122 MARYLAND AVENUE NE
WASHINGTON
,
DC
20002
NONE
PC
GENERAL SUPPORT/PSFG/PBC
90,000
GUERNICA CENTRE FOR INTERNATIONAL JUSTICE
2 EMBARCADERO CTR FL 8
SAN FRANCISCO
,
CA
94111
NONE
PC
GENERAL SUPPORT
10,000
HUMAN RIGHTS FUNDERS NETWORK
500 SEVVENTH AVENUE 8TH FLOOR
NEW YORK
,
NY
10018
NONE
PC
GENERAL SUPPORT
2,500
INTERNATIONAL ARTISTS MANIFEST
13 NEQUASSET PINES ROAD
WOOLWICH
,
ME
04579
NONE
PC
GENERAL SUPPORT
100
JOBS WITH JUSTICE
1616 P STREET NW SUITE 150
WASHINGTON
,
DC
20036
NONE
PC
GENERAL SUPPORT
2,500
GLOBAL FUND FOR WOMEN
222 SUTTER STREET SUITE 500
SAN FRANCISCO
,
CA
94108
NONE
PC
GENERAL SUPPORT
10,000
GLOBAL PRESS INSTITUTE
350 RHODE ISLAND STREET
SAN FRANCISCO
,
CA
94103
NONE
PC
GENERAL SUPPORT
5,000
LA JOLLA PLAYHOUSE
2910 LA JOLLA VILLAGE DRIVE
LA JOLLA
,
CA
92037
NONE
PC
PRODUCTIONS SHINING A SPOTLIGHT ON FEMALE AND LGBTQ ARTISTS.
1,100
GREATER PORTLAND LANDMARKS
93 HIGH STREET
PORTLAND
,
ME
04101
NONE
PC
GENERAL SUPPORT
350
GRUPO DE INFORMACION EN REPRODUCCION ELEGIDA
APARTADO POSTAL 21-147 ADM 21
COYOACAN
MX
NONE
PC
GENERAL SUPPORT
15,000
MAINE COLLEGE OF ART
522 CONGRESS STEET
PORTLAND
,
ME
04101
NONE
PC
GENERAL SUPPORT
250
MAINE IRISH HERITAGE CENTER
34 GRAY STREET
PORTLAND
,
ME
04102
NONE
PC
GENERAL SUPPORT
100
MAINE WRITERS & PUBLISHERS ALLIANCE
314 FOREST AVE
PORTLAND
,
ME
04101
NONE
PC
GENERAL SUPPORT
750
HOUSING UP
5101 16TH STREET NW
WASHINGTON
,
DC
20011
NONE
PC
GENERAL SUPPORT
3,000
MAMAS DEL RIO
AV HONORIO DELGADO 430
LIMA
PE
NONE
PC
POPULATION GRANT
10,000
IFAR (INTERNATIONAL FOUNDATION FOR ART RESEARCH)
500 FIFTH AVENUE SUITE 935
NEW YORK
,
NY
10110
NONE
PC
GENERAL SUPPORT
250
IMMIGRANT LEGAL ADVOCACY PROJECT
309 CUMBERLAND AVE SUITE 201
PORTLAND
,
ME
04112
NONE
PC
GENERAL SUPPORT
100
INSTITUTE FOR AMERICA'S FUTURE
1825 K STREET NW SUITE 400
WASHINGTON
,
DC
20006
NONE
PC
GENERAL SUPPORT
30,000
MOON JUMPERS ENSEMBLE
2130 W BERTEAU AVE APT 3N
CHICAGO
,
IL
60618
NONE
PC
GENERAL SUPPORT
500
NATIONAL CHERRY BLOSSOM FESTIVAL
1275 K STREET NW STE 1000
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
450
INSTITUTE FOR POLICY STUDIES
1112 16TH STREET NW STE 600
WASHINGTON
,
DC
20036
NONE
PC
GENERAL SUPPORT/NATIONAL PRIORITIES PROJECT
25,000
INSTITUTE FOR PUBLIC ACCURACY
1714 FRANKLIN ST 100-133
OAKLAND
,
CA
946123409
NONE
PC
GENERAL SUPPORT
5,000
INTERNATIONAL LABOR RIGHTS FORUM
1634 I STREET NW SUITE 1001
WASHINGTON
,
DC
20006
NONE
PC
GENERAL SUPPORT
1,500
NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY
1900 L STREET NW 825
WASHINGTON
,
DC
20036
NONE
PC
GENERAL SUPPORT
5,000
INTERNATIONAL WOMEN'S FORUM MAINE
1271 HIGHT STREET
BATH
,
ME
04530
NONE
PC
GENERAL SUPPORT
225
J STREET EDUCATION FUND
PO BOX 66073
WASHINGTON
,
DC
20035
NONE
PC
GENERAL SUPPORT
10,000
NATIONAL RELIGIOUS CAMPAIGN AGAINST TORTURE
110 MARYLAND AVENESTE 502
WASHINGTON
,
DC
20002
NONE
PC
GENERAL SUPPORT
10,000
JOURNAL-ISMS
PO BOX 8714
ALEXANDRIA
,
VA
22306
NONE
PC
GENERAL SUPPORT
10,000
NEW VENTURES MAINE
331 WATER ST
AUGUSTA
,
ME
04330
NONE
PC
GENERAL SUPPORT
250
JUBILEE USA NETWORK
212 EAST CAPITOL STREET NE
WASHINGTON
,
DC
20003
NONE
PC
GENERAL SUPPORT
20,000
NEXT VILLAGE SAN FRANCISCO
PO BOX 330278
SAN FRANCISCO
,
CA
94133
NONE
PC
GENERAL SUPPORT
2,500
LATIN AMERICAN WORKING GROUP EDUCATION FUND
424 C STREET NE
WASHINGTON
,
DC
20002
NONE
PC
GENERAL SUPPORT
16,500
NOW FOUNDATION
1100 H STREET NW STE 300
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
100
NUCLEAR WATCH OF NEW MEXICO
903 W ALAMEDA STE 325
SANTA FE
,
NM
87501
NONE
PC
GENERAL SUPPORT
10,000
LEVIN CENTER AT WAYNE LAW
471 W PALMER AVE
DETROIT
,
MI
48202
NONE
PC
GENERAL SUPPORT
10,000
LIBERTY HILL FOUNDATION
212 EAST CAPITOL STREET NE
WASHINGTON
,
DC
20003
NONE
PC
JAMES LAWSON INST. PROGRAM SCHOLARSHIPS
2,000
ONLINE NEWS ASSOCIATION
1111 NORTH CAPITAOL STREET NE
SECOND FLOOR
WASHINGTON
,
DC
20002
NONE
PC
GENERAL SUPPORT
1,100
MAINE HISTORICAL SOCIETY
489 CONGRESS STREET
PORTLAND
,
ME
04101
NONE
PC
GENERAL SUPPORT
750
MAINE HUMANITIES COUNCIL
674 BRIGHTON AVENUE
PORTLAND
,
ME
04102
NONE
PC
GENERAL SUPPORT
300
MAINE JEWISH FILM FESTIVAL
PO BOX 7465
PORTLAND
,
ME
04112
NONE
PC
GENERAL SUPPORT
150
PC INC
PO BOX 12116
NIPOMO
,
CA
93444
NONE
PC
GENERAL SUPPORT
100
PEACE ACTION MAINE
PO BOX 3842
PORTLAND
,
ME
04101
NONE
PC
GENERAL SUPPORT
100
PELICAN MEDIA
8400 SOUTH KYRENE ROAD SUITE 125
TEMPE
,
AZ
85284
NONE
PC
GENERAL SUPPORT/MARY CATHCART ENDOWMENT
1,500
PERI SUPPORT FUND
418 N PLEASANT ST STE A
AMHERST
,
MA
01002
NONE
PC
GENERAL SUPPORT / USM GLICKMAN FAMILY LIBRARY
3,000
MAINE WOMEN'S FUND
565 CONGRESS STREET STE 306
PORTLAND
,
ME
04101
NONE
PC
GENERAL SUPPORT
1,000
PROJECT HERA
1814 N BRYAN STREET
ARLINGTON
,
VA
22201
NONE
PC
GENERAL SUPPORT
1,200
MARIE STOPES INTERNATIONAL
1300 19TH STREET NW 2ND FL
WASHINGTON
,
DC
20036
NONE
PC
GENERAL SUPPORT
10,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUE
NEW YORK
,
NY
10028
NONE
PC
GENERAL SUPPORT
300
PUBLIC CITIZEN
1600 20TH STREET NW
WASHINGTON
,
DC
20009
NONE
PC
GENERAL SUPPORT
15,000
MONHEGAN MUSEUM OF ART
1410 EAST AVENUE
ROCHESTER
,
NY
14610
NONE
PC
GENERAL SUPPORT
100
NARAL (PRO-CHOICE AMERICA FOUNDATION)
1156 15TH STREET SUITE 700
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
15,000
NATIONAL ABORTION FEDERATION
1660 L STREET NW SUITE 450
WASHINGTON
,
DC
20036
NONE
PC
GENERAL SUPPORT
15,000
AMERICAN FORUM
529 14TH STREET NW 1071
WASHINGTON
,
DC
20045
NONE
PC
GENERAL SUPPORT
10,000
NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVE NW
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
275
NATIONAL SECURITY ARCHIVE FUND
2130 H STREET NW SUITE 701
WASHINGTON
,
DC
20037
NONE
PC
GENERAL SUPPORT/AYOTZINAPA PODCAST PROJECT
27,000
NATIONAL WOMEN'S HISTORY MUSEUM
205 S WHITING STREET STE 254
ALEXANDRIA
,
VA
22304
NONE
PC
GENERAL SUPPORT FOR ADVOCACY OF WMEN'S RIGHTS ISSUES
250
NATIONAL WOMEN'S LAW CENTER
11 DUPONT CIRCLE NW STE 800
WASHINGTON
,
DC
20036
NONE
PC
GENERAL SUPPORT
10,000
PARLIAMENTARIANS FOR GLOBAL ACTION
211 EAST 43RD STREET SUITE 1604
NEW YORK
,
NY
10017
NONE
PC
GENERAL SUPPORT: PEACE
10,000
PARTNERS FOR WORLD HEALTH
2112 BROADWAY WEST
SOUTH PORTLAND
,
ME
04106
NONE
PC
GENERAL SUPPORT
250
TELEGRAPH HILL NEIGHBOHOOD ASSOCIATION
660 LOMBARD STREET
SAN FRANCISCO
,
CA
94133
NONE
PC
GENEAL SUPPORT
2,500
PHYSICIANS FOR SOCIAL RESPONSIBILITY
PO BOX 4744
PORTLAND
,
ME
04112
NONE
PC
GENERAL SUPPORT
500
PLANNED PARENTHOOD OF NNE
784 HERCULES DRIVE SUITE 110
COLCHESTER
,
VT
05446
NONE
PC
GENERAL SUPPORT
600
PLOUGHSHARES FUND
1808 WEDEMEYER STREE SUITE 200
SAN FRANCISCO
,
CA
94129
NONE
PC
GENERAL SUPPORT
1,000
PORTLAND MEDIA CENTER
516 CONGRESS STREET
PORTLAND
,
ME
04101
NONE
PC
GENERAL SUPPORT
250
PORTLAND MUSEUM OF ART
SEVEN CONGRESS SQUARE
PORTLAND
,
ME
04101
NONE
PC
GENERAL SUPPORT
200
TEXAS OBSERVER
54 CHICON STREET
AUSTIN
,
TX
78702
NONE
PC
MOLLY GALA
2,000
PORTLAND STAGE COMPANY
PO BOX 1458
PORTLAND
,
ME
04104
NONE
PC
GENERAL SUPPORT
400
THE GIVING BACK FUND
5757 W CENTURY BLVD SUITE 410
LOS ANGELES
,
CA
90045
NONE
PC
NEXUS 2019 US CONFERENCE
3,200
PROJECT ON GOVERNMENT OVERSIGHT
1100 G STREET NW SUITE 500
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
2,600
THE LEADERSHIP CONFERENCE
1629 STNW STE K
WASHINGTON
,
DC
20036
NONE
PV
HUBERT H. HUMPHREY CIVIL AND HUMAN RIGHTS AWARD DINNER
1,200
SPACE GALLERY
538 CONGRESS STREET
PORTLAND
,
ME
04101
NONE
PC
GENERAL SUPPORT
200
STUDENT PEACE AWARDS
6805 GLENCOVE DRIVE
CLIFTON
,
VA
20124
NONE
PC
GENERAL SUPPORT
1,500
TAXPAYERS FOR COMMON SENSE
651 PENNSYLVANIA AVE SE
WASHINGTON
,
DC
20003
NONE
PC
GENERAL SUPPORT
10,000
THE LEADERSHIP CONFERENCE EDUCATION FUND
1620 L STREET NW SUIET 1100
WASHINGTON
,
DC
20036
NONE
PC
GENERAL SUPPORT
7,500
TRI VALLEY CARES
2582 OLD 1ST ST
LIVERMORE
,
CA
94550
NONE
PC
GENERAL SUPPORTA
10,000
TYPE MEDIA CENTER
116 EAST 16TH ST 8TH FLOOR
NEW YORK
,
NY
10003
NONE
PC
GENERAL SUPPORT
50,000
UMVA
516 CONGRESS STREET
PORTLAND
,
ME
04101
NONE
PC
DOCUMENTARY ON AMERICANS WHO TELL THE TRUTH - SHETTERLY
500
TRANSACTIONAL RECORD ACCESS CENTER
1100 G STREET NW SUITE 500
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
5,000
TREGARON CONSERVANCY
PO BOX 11351
WASHINGTON
,
DC
20008
NONE
PC
GENERAL SUPPORT
1,000
UNITED NATIONS ASSOCIATION
1750 PENNSYLVANIA AVE NW SUITE 300
WASHINGTON
,
DC
20006
NONE
PC
GENERAL SUPPORT
100
UNIVERSITY OF MAINE FOUNDATION
2 ALUMNI HALL
ORONO
,
ME
04469
NONE
PC
NEW LEADERSHIP PROGRAM
250
URGE
1317 F STREET NW SUITE 501
WASHINGTON
,
DC
20004
NONE
PC
GENERAL SUPPORT
15,000
VOCES DE LA FRONTERA
1027 SOUTH 5TH STREET
MILWAUKEE
,
WI
53204
NONE
PC
GENERAL SUPPORT
1,000
VOICES FOR FREEDOM
5007 REESE ROAD
TORRANCE
,
CA
90505
NONE
PC
SCHOOLS 4 FREEDOM PROGRAM
2,000
VOICES FOR PROGRESS EDUCATION FUND
1701 K STREET NW SUITE 1025
WASHINGTON
,
DC
20006
NONE
PC
VOICES FOR PROGRESS E.D. TRANSITION
10,000
VOICES AGAINST INJUSTICE
PO BOX 8484
SALEM
,
MA
01971
NONE
PC
GENERAL SUPPORT
1,700
WASHINGTON OFFICE ON LATIN AMERICA
1666 CONNECTICUT AVENUE NWSTE 400
WASHINGTON
,
DC
20009
NONE
PC
GENERAL SUPPORT
11,500
WAYNFLETE SCHOOL
360 SPRING STREET
PORTLAND
,
ME
04102
NONE
PC
GENERAL SUPPORT/IN HONOR OF MARGARET SOULE
750
WE PLAYERS
1462 14TH AVENUE
SAN FRANCISCO
,
CA
94122
NONE
PC
GENERAL SUPPORT
1,000
WOLFE NECK CENTER
184 BURNETT ROAD
FREEPORT
,
ME
04032
NONE
PC
GENERAL SUPPORT
250
WOMEN'S ACTION FOR NEW DIRECTIONS ED
691 MASSACHUSETTS AVENUE
ARLINGTON
,
MA
02476
NONE
PC
GENERAL SUPPORT
15,000
WIN WITHOUT WAR EDUCATION FUND
1 THOMAS CIRCLE NW STE 700
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
10,000
WOLF TRAP
1903 BEULAH ROAD
VIENNA
,
VA
22182
NONE
PC
GENERAL SUPPORT
700
WOMEN'S MEDIA CENTER
1825 K STREET NW SUITE 400
WASHINGTON
,
DC
20006
NONE
PC
GENERAL SUPPORT/SPEECH PROJECT
30,000
WORLD AT EASE
8400 CEDAR STREET
SILVER SPRING
,
MD
20910
NONE
PC
WARRIORS AT EASE
500
WOMEN CROSS DMZ
PO BOX 40250
SAN FRANCISCO
,
CA
94140
NONE
PC
GENERAL SUPPORT
10,000
WOMEN OF COLOR ADVANCING PEACE AND SECURITY
1440 G STREET NW
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
2,000
Total
.................................
3a
937,800
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
...........
14
28,957
4
Dividends and interest from securities
....
14
67,748
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
.....
18
60,030
8
Gain or (loss) from sales of assets other than
inventory
............
18
306,703
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
463,438
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
463,438
(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