-
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
MIROWSKI FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
80 LYMAN RD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTNUT HILL
,
MA
02467
A Employer identification number
52-2069951
B
Telephone number (see instructions)
(617) 620-8632
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)
$
43,248,626
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
15,441
15,441
4
Dividends and interest from securities
...
1,210,562
1,210,562
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
253,236
b
Gross sales price for all assets on line 6a
5,517,991
7
Capital gain net income (from Part IV, line 2)
...
253,236
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)
.......
0
7,774
12
Total.
Add lines 1 through 11
........
1,479,239
1,487,013
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
49,852
0
49,852
b
Accounting fees (attach schedule)
.......
17,594
0
17,594
c
Other professional fees (attach schedule)
....
288,715
258,715
30,000
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
92,611
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
31,009
0
31,009
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
479,781
258,715
128,455
25
Contributions, gifts, grants paid
.......
1,970,200
1,970,200
26
Total expenses and disbursements.
Add lines 24 and 25
2,449,981
258,715
2,098,655
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-970,742
b
Net investment income
(if negative, enter -0-)
1,228,298
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
.............
1,752,579
223,231
223,231
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
25,195,470
24,605,076
30,609,659
c
Investments—corporate bonds (attach schedule)
.......
10,816,059
10,117,598
10,526,166
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
1,870,000
1,889,570
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)
37,764,108
36,815,905
43,248,626
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
)
14,495
0
23
Total liabilities
(add lines 17 through 22)
.........
14,495
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
........
20,688,734
20,688,734
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
17,060,879
16,127,171
29
Total net assets or fund balances
(see instructions)
.....
37,749,613
36,815,905
30
Total liabilities and net assets/fund balances
(see instructions)
.
37,764,108
36,815,905
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
37,749,613
2
Enter amount from Part I, line 27a
.....................
2
-970,742
3
Other increases not included in line 2 (itemize)
3
679,631
4
Add lines 1, 2, and 3
..........................
4
37,458,502
5
Decreases not included in line 2 (itemize)
5
642,597
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
36,815,905
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
ISHARES RUSSELL 1000 GROWTH ETF
P
2014-05-16
2019-12-19
b
ISHARES RUSSELL 1000 GROWTH ETF
P
2014-05-16
2019-12-18
c
ENTEGRIS, INC. CMN
P
2018-10-26
2019-12-16
d
ISHARES RUSSELL 1000 GROWTH ETF
P
2014-05-16
2019-12-16
e
ISHARES RUSSELL 1000 GROWTH ETF
P
2014-05-16
2019-12-16
MOSAIC COMPANY (THE) CMN
P
2017-07-31
2019-12-05
MOSAIC COMPANY (THE) CMN
P
2017-07-03
2019-12-05
MOSAIC COMPANY (THE) CMN
P
2019-03-28
2019-12-04
MOSAIC COMPANY (THE) CMN
P
2017-07-31
2019-12-04
MOSAIC COMPANY (THE) CMN
P
2019-04-03
2019-11-26
MOSAIC COMPANY (THE) CMN
P
2019-03-28
2019-11-26
MOSAIC COMPANY (THE) CMN
P
2019-03-28
2019-11-26
FIREEYE, INC. CMN
P
2018-06-25
2019-11-25
FIREEYE, INC. CMN
P
2018-06-25
2019-11-20
ENTEGRIS, INC. CMN
P
2018-10-26
2019-11-19
AXALTA COATING SYSTEMS LTD. CMN
P
2018-08-15
2019-10-30
AXALTA COATING SYSTEMS LTD. CMN
P
2018-07-27
2019-10-30
AXALTA COATING SYSTEMS LTD. CMN
P
2018-02-06
2019-10-30
AXALTA COATING SYSTEMS LTD. CMN
P
2017-12-14
2019-10-30
BANK OF AMERICA CORP CMN
P
2018-10-23
2019-10-30
BANK OF AMERICA CORP CMN
P
2018-10-23
2019-10-30
FEDEX CORPORATION CMN
P
2019-04-25
2019-10-30
FEDEX CORPORATION CMN
P
2019-04-25
2019-10-30
FIREEYE, INC. CMN
P
2019-05-01
2019-10-30
FIREEYE, INC. CMN
P
2018-06-25
2019-10-30
FIREEYE, INC. CMN
P
2018-06-22
2019-10-30
FIREEYE, INC. CMN
P
2016-07-21
2019-10-30
FIREEYE, INC. CMN
P
2016-07-21
2019-10-30
FIREEYE, INC. CMN
P
2016-07-21
2019-10-30
FIREEYE, INC. CMN
P
2016-07-19
2019-10-30
FIREEYE, INC. CMN
P
2016-07-18
2019-10-30
FIREEYE, INC. CMN
P
2016-07-15
2019-10-30
FIREEYE, INC. CMN
P
2016-07-15
2019-10-30
GRAPHIC PACKAGING HLDGCO CMN
P
2019-08-09
2019-10-30
GRAPHIC PACKAGING HLDGCO CMN
P
2019-08-08
2019-10-30
GRAPHIC PACKAGING HLDGCO CMN
P
2019-08-02
2019-10-30
GRAPHIC PACKAGING HLDGCO CMN
P
2019-08-02
2019-10-30
GRAPHIC PACKAGING HLDGCO CMN
P
2019-07-09
2019-10-30
GRAPHIC PACKAGING HLDGCO CMN
P
2019-06-27
2019-10-30
HANESBRANDS INC. CMN
P
2017-08-29
2019-10-30
HANESBRANDS INC. CMN
P
2017-08-16
2019-10-30
HANESBRANDS INC. CMN
P
2017-08-07
2019-10-30
HANESBRANDS INC. CMN
P
2017-08-04
2019-10-30
REGIONS FINANCIAL CORPORATION CMN
P
2018-06-25
2019-10-30
REGIONS FINANCIAL CORPORATION CMN
P
2018-02-06
2019-10-30
REGIONS FINANCIAL CORPORATION CMN
P
2018-02-06
2019-10-30
FIREEYE, INC. CMN
P
2019-02-07
2019-10-29
FIREEYE, INC. CMN
P
2016-08-04
2019-10-29
FIREEYE, INC. CMN
P
2016-08-03
2019-10-29
FIREEYE, INC. CMN
P
2016-08-01
2019-10-29
FIREEYE, INC. CMN
P
2016-07-21
2019-10-29
FIREEYE, INC. CMN
P
2016-07-14
2019-10-29
FIREEYE, INC. CMN
P
2016-07-14
2019-10-29
FIREEYE, INC. CMN
P
2016-07-13
2019-10-29
WALT DISNEY COMPANY (THE) CMN
P
2018-05-02
2019-10-29
WALT DISNEY COMPANY (THE) CMN
P
2016-12-16
2019-10-29
WALT DISNEY COMPANY (THE) CMN
P
2016-12-07
2019-10-29
WALT DISNEY COMPANY (THE) CMN
P
2016-12-05
2019-10-29
APPLE INC. CMN
P
2016-04-27
2019-10-28
APPLE INC. CMN
P
2016-04-27
2019-10-28
APPLE INC. CMN
P
2016-02-16
2019-10-28
APPLE INC. CMN
P
2016-02-10
2019-10-28
APPLE INC. CMN
P
2016-02-01
2019-10-28
CAESARS ENTERTAINMENT CORP CMN
P
2018-06-28
2019-10-25
CAESARS ENTERTAINMENT CORP CMN
P
2018-06-27
2019-10-25
CAESARS ENTERTAINMENT CORP CMN
P
2018-04-02
2019-10-25
CAESARS ENTERTAINMENT CORP CMN
P
2017-08-25
2019-10-25
ENTEGRIS, INC. CMN
P
2014-08-01
2019-10-21
ENTEGRIS, INC. CMN
P
2014-08-01
2019-10-17
ENTEGRIS, INC. CMN
P
2014-07-30
2019-10-17
APPLE INC. CMN
P
2018-11-27
2019-10-08
APPLE INC. CMN
P
2016-04-27
2019-10-08
AT&T INC. CMN
P
2019-02-01
2019-10-08
AT&T INC. CMN
P
2019-01-31
2019-10-08
AXALTA COATING SYSTEMS LTD. CMN
P
2017-12-21
2019-10-08
AXALTA COATING SYSTEMS LTD. CMN
P
2017-12-14
2019-10-08
AXALTA COATING SYSTEMS LTD. CMN
P
2017-12-14
2019-10-08
BANK OF AMERICA CORP CMN
P
2018-10-23
2019-10-08
BANK OF AMERICA CORP CMN
P
2018-10-15
2019-10-08
CAESARS ENTERTAINMENT CORP CMN
P
2018-06-20
2019-10-08
CAESARS ENTERTAINMENT CORP CMN
P
2017-10-17
2019-10-08
CAESARS ENTERTAINMENT CORP CMN
P
2017-08-29
2019-10-08
CAESARS ENTERTAINMENT CORP CMN
P
2017-08-25
2019-10-08
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-05
2019-10-08
CAESARS ENTERTAINMENT CORP CMN
P
2017-06-30
2019-10-08
GENERAL MOTORS COMPANY CMN
P
2018-07-16
2019-10-08
GENERAL MOTORS COMPANY CMN
P
2018-07-10
2019-10-08
GENERAL MOTORS COMPANY CMN
P
2018-07-05
2019-10-08
GENERAL MOTORS COMPANY CMN
P
2018-07-05
2019-10-08
GRAPHIC PACKAGING HLDGCO CMN
P
2019-08-02
2019-10-08
GRAPHIC PACKAGING HLDGCO CMN
P
2019-08-01
2019-10-08
GRAPHIC PACKAGING HLDGCO CMN
P
2019-07-31
2019-10-08
GRAPHIC PACKAGING HLDGCO CMN
P
2019-07-30
2019-10-08
GRAPHIC PACKAGING HLDGCO CMN
P
2019-07-29
2019-10-08
HANESBRANDS INC. CMN
P
2017-09-14
2019-10-08
HANESBRANDS INC. CMN
P
2017-08-28
2019-10-08
HANESBRANDS INC. CMN
P
2017-08-08
2019-10-08
HANESBRANDS INC. CMN
P
2017-08-07
2019-10-08
KROGER COMPANY CMN
P
2019-08-08
2019-10-08
KROGER COMPANY CMN
P
2019-08-08
2019-10-08
KROGER COMPANY CMN
P
2019-08-07
2019-10-08
KROGER COMPANY CMN
P
2019-08-02
2019-10-08
MERCK & CO., INC. CMN
P
2017-09-22
2019-10-08
MERCK & CO., INC. CMN
P
2017-09-21
2019-10-08
MERCK & CO., INC. CMN
P
2017-09-12
2019-10-08
REGIONS FINANCIAL CORPORATION CMN
P
2018-06-25
2019-10-08
REGIONS FINANCIAL CORPORATION CMN
P
2018-06-22
2019-10-08
REGIONS FINANCIAL CORPORATION CMN
P
2018-06-21
2019-10-08
REGIONS FINANCIAL CORPORATION CMN
P
2018-06-21
2019-10-08
REGIONS FINANCIAL CORPORATION CMN
P
2018-02-08
2019-10-08
ENTEGRIS, INC. CMN
P
2014-07-30
2019-10-01
APPLE INC. CMN
P
2018-11-27
2019-09-19
APPLE INC. CMN
P
2018-11-27
2019-09-19
APPLE INC. CMN
P
2018-11-27
2019-09-19
ENTEGRIS, INC. CMN
P
2014-07-30
2019-09-13
ENTEGRIS, INC. CMN
P
2014-07-30
2019-09-11
CAESARS ENTERTAINMENT CORP CMN
P
2017-08-01
2019-09-05
CAESARS ENTERTAINMENT CORP CMN
P
2017-06-30
2019-09-05
CAESARS ENTERTAINMENT CORP CMN
P
2017-08-01
2019-09-04
AT&T INC. CMN
P
2019-02-01
2019-08-26
AT&T INC. CMN
P
2019-02-01
2019-08-26
AT&T INC. CMN
P
2019-04-24
2019-08-22
AT&T INC. CMN
P
2019-02-01
2019-08-22
ENTEGRIS, INC. CMN
P
2014-08-04
2019-08-21
ENTEGRIS, INC. CMN
P
2014-07-30
2019-08-21
ENTEGRIS, INC. CMN
P
2014-08-04
2019-08-19
CAESARS ENTERTAINMENT CORP CMN
P
2017-08-01
2019-08-16
CAESARS ENTERTAINMENT CORP CMN
P
2017-06-21
2019-08-16
CAESARS ENTERTAINMENT CORP CMN
P
2017-10-13
2019-08-15
CAESARS ENTERTAINMENT CORP CMN
P
2017-06-21
2019-08-15
ENTEGRIS, INC. CMN
P
2019-07-12
2019-08-15
ENTEGRIS, INC. CMN
P
2014-08-08
2019-08-15
ENTEGRIS, INC. CMN
P
2014-08-04
2019-08-15
WALT DISNEY COMPANY (THE) CMN
P
2017-07-31
2019-08-09
WALT DISNEY COMPANY (THE) CMN
P
2017-07-31
2019-08-09
WALT DISNEY COMPANY (THE) CMN
P
2017-05-10
2019-08-09
WALT DISNEY COMPANY (THE) CMN
P
2016-12-16
2019-08-09
CAESARS ENTERTAINMENT CORP CMN
P
2017-10-13
2019-08-07
CAESARS ENTERTAINMENT CORP CMN
P
2017-06-29
2019-08-07
CAESARS ENTERTAINMENT CORP CMN
P
2017-09-26
2019-08-06
CAESARS ENTERTAINMENT CORP CMN
P
2017-06-29
2019-08-06
CAESARS ENTERTAINMENT CORP CMN
P
2017-06-26
2019-08-06
CAESARS ENTERTAINMENT CORP CMN
P
2018-01-03
2019-08-05
CAESARS ENTERTAINMENT CORP CMN
P
2017-06-26
2019-08-05
CAESARS ENTERTAINMENT CORP CMN
P
2017-06-23
2019-08-05
CAESARS ENTERTAINMENT CORP CMN
P
2018-01-03
2019-08-02
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-31
2019-08-02
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-31
2019-08-01
ENTEGRIS, INC. CMN
P
2019-07-12
2019-08-01
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-31
2019-07-23
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-28
2019-07-23
CAESARS ENTERTAINMENT CORP CMN
P
2017-09-22
2019-07-19
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-28
2019-07-19
CAESARS ENTERTAINMENT CORP CMN
P
2017-09-22
2019-07-18
CAESARS ENTERTAINMENT CORP CMN
P
2017-09-22
2019-07-17
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-20
2019-07-17
CAESARS ENTERTAINMENT CORP CMN
P
2017-10-06
2019-07-16
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-20
2019-07-16
LIVE NATION ENTERTAINMENT INC CMN
P
2016-04-22
2019-07-15
CAESARS ENTERTAINMENT CORP CMN
P
2017-10-06
2019-07-10
BWX TECHNOLOGIES, INC. CMN
P
2018-12-27
2019-07-09
BWX TECHNOLOGIES, INC. CMN
P
2018-12-27
2019-07-09
BWX TECHNOLOGIES, INC. CMN
P
2018-12-24
2019-07-09
BWX TECHNOLOGIES, INC. CMN
P
2018-12-27
2019-07-08
BWX TECHNOLOGIES, INC. CMN
P
2018-12-21
2019-07-08
CAESARS ENTERTAINMENT CORP CMN
P
2017-10-06
2019-07-08
CAESARS ENTERTAINMENT CORP CMN
P
2017-10-06
2019-07-08
CAESARS ENTERTAINMENT CORP CMN
P
2017-10-06
2019-07-02
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-24
2019-07-02
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-24
2019-07-01
CAESARS ENTERTAINMENT CORP CMN
P
2017-10-05
2019-06-28
CAESARS ENTERTAINMENT CORP CMN
P
2017-07-24
2019-06-28
BWX TECHNOLOGIES, INC. CMN
P
2019-01-03
2019-06-27
BWX TECHNOLOGIES, INC. CMN
P
2018-12-21
2019-06-27
CAESARS ENTERTAINMENT CORP CMN
P
2017-10-05
2019-06-27
BWX TECHNOLOGIES, INC. CMN
P
2019-01-03
2019-06-11
MERCK & CO., INC. CMN
P
2017-09-21
2019-05-23
WALT DISNEY COMPANY (THE) CMN
P
2017-07-31
2019-05-16
BWX TECHNOLOGIES, INC. CMN
P
2019-01-03
2019-05-08
BWX TECHNOLOGIES, INC. CMN
P
2018-12-20
2019-05-07
BWX TECHNOLOGIES, INC. CMN
P
2019-01-04
2019-05-06
BWX TECHNOLOGIES, INC. CMN
P
2019-01-04
2019-05-06
BWX TECHNOLOGIES, INC. CMN
P
2018-12-20
2019-05-06
BWX TECHNOLOGIES, INC. CMN
P
2019-01-07
2019-05-03
BWX TECHNOLOGIES, INC. CMN
P
2019-01-04
2019-05-03
BWX TECHNOLOGIES, INC. CMN
P
2019-01-15
2019-05-02
BWX TECHNOLOGIES, INC. CMN
P
2019-01-08
2019-05-02
BWX TECHNOLOGIES, INC. CMN
P
2019-01-15
2019-05-01
BWX TECHNOLOGIES, INC. CMN
P
2018-12-19
2019-05-01
BWX TECHNOLOGIES, INC. CMN
P
2018-12-11
2019-05-01
ENTEGRIS, INC. CMN
P
2014-10-09
2019-04-30
ENTEGRIS, INC. CMN
P
2014-09-15
2019-04-30
ENTEGRIS, INC. CMN
P
2014-08-08
2019-04-30
LIVE NATION ENTERTAINMENT INC CMN
P
2016-04-22
2019-04-25
LIVE NATION ENTERTAINMENT INC CMN
P
2016-01-29
2019-04-25
LIVE NATION ENTERTAINMENT INC CMN
P
2016-01-14
2019-04-25
BWX TECHNOLOGIES, INC. CMN
P
2018-12-19
2019-04-23
BWX TECHNOLOGIES, INC. CMN
P
2018-12-10
2019-04-23
ENTEGRIS, INC. CMN
P
2014-09-15
2019-04-22
ENTEGRIS, INC. CMN
P
2014-08-20
2019-04-22
ENTEGRIS, INC. CMN
P
2014-08-19
2019-04-22
LIVE NATION ENTERTAINMENT INC CMN
P
2016-01-29
2019-04-22
ENTEGRIS, INC. CMN
P
2014-08-20
2019-04-17
ENTEGRIS, INC. CMN
P
2014-07-29
2019-04-17
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-20
2019-04-15
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-19
2019-04-15
BWX TECHNOLOGIES, INC. CMN
P
2018-12-10
2019-04-12
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-19
2019-04-12
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-19
2019-04-12
BWX TECHNOLOGIES, INC. CMN
P
2018-12-17
2019-04-11
BWX TECHNOLOGIES, INC. CMN
P
2018-12-10
2019-04-11
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-19
2019-04-11
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-19
2019-04-10
FIRST DATA CORPORATION CMN CLASS A
P
2018-10-30
2019-04-10
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-15
2019-04-09
FIRST DATA CORPORATION CMN CLASS A
P
2018-10-30
2019-04-09
APPLE INC. CMN
P
2018-11-27
2019-04-08
APPLE INC. CMN
P
2018-11-27
2019-04-08
APPLE INC. CMN
P
2018-11-27
2019-04-08
APPLE INC. CMN
P
2018-02-06
2019-04-08
BWX TECHNOLOGIES, INC. CMN
P
2018-12-17
2019-04-08
BWX TECHNOLOGIES, INC. CMN
P
2018-12-07
2019-04-08
FIRST DATA CORPORATION CMN CLASS A
P
2018-10-30
2019-04-08
LIVE NATION ENTERTAINMENT INC CMN
P
2016-01-29
2019-04-08
LIVE NATION ENTERTAINMENT INC CMN
P
2016-01-11
2019-04-08
BWX TECHNOLOGIES, INC. CMN
P
2018-12-13
2019-04-05
BWX TECHNOLOGIES, INC. CMN
P
2018-12-07
2019-04-05
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-12
2019-04-05
FIRST DATA CORPORATION CMN CLASS A
P
2018-10-30
2019-04-05
LIVE NATION ENTERTAINMENT INC CMN
P
2016-01-11
2019-04-03
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-15
2019-04-02
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-12
2019-04-02
GS MLP ENERGY INFRASTRUCTURE FUND CLASS P
P
2015-07-29
2019-04-01
GS MLP ENERGY INFRASTRUCTURE FUND CLASS P
P
2013-06-10
2019-04-01
PIMCO INCOME FUND INSTITUTIONAL
P
2017-10-31
2019-04-01
PIMCO INCOME FUND INSTITUTIONAL
P
2017-10-10
2019-04-01
PIMCO INCOME FUND INSTITUTIONAL
P
2017-09-29
2019-04-01
PIMCO INCOME FUND INSTITUTIONAL
P
2017-08-31
2019-04-01
BWX TECHNOLOGIES, INC. CMN
P
2018-12-13
2019-03-19
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-15
2019-03-13
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-15
2019-03-13
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-15
2019-03-08
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-12
2019-03-08
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-12
2019-03-07
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-05
2019-03-07
BWX TECHNOLOGIES, INC. CMN
P
2018-12-13
2019-03-01
BWX TECHNOLOGIES, INC. CMN
P
2018-12-06
2019-03-01
MOSAIC COMPANY (THE) CMN
P
2018-01-11
2019-03-01
MOSAIC COMPANY (THE) CMN
P
2017-07-31
2019-03-01
BWX TECHNOLOGIES, INC. CMN
P
2018-12-06
2019-02-27
BWX TECHNOLOGIES, INC. CMN
P
2018-12-06
2019-02-27
BWX TECHNOLOGIES, INC. CMN
P
2018-12-07
2019-02-26
BWX TECHNOLOGIES, INC. CMN
P
2018-12-07
2019-02-26
BWX TECHNOLOGIES, INC. CMN
P
2018-12-06
2019-02-26
GENERAL MOTORS COMPANY CMN
P
2018-07-10
2019-02-12
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-05
2019-02-08
FIRST DATA CORPORATION CMN CLASS A
P
2018-10-29
2019-02-08
FIRST DATA CORPORATION CMN CLASS A
P
2018-11-06
2019-02-07
FIRST DATA CORPORATION CMN CLASS A
P
2018-10-29
2019-02-07
FIRST DATA CORPORATION CMN CLASS A
P
2018-10-29
2019-02-05
FIRST DATA CORPORATION CMN CLASS A
P
2017-12-13
2019-02-05
FIRST DATA CORPORATION CMN CLASS A
P
2017-12-11
2019-02-05
FIRST DATA CORPORATION CMN CLASS A
P
2017-12-13
2019-02-01
FIRST DATA CORPORATION CMN CLASS A
P
2017-10-16
2019-02-01
FIRST DATA CORPORATION CMN CLASS A
P
2017-10-12
2019-02-01
FIRST DATA CORPORATION CMN CLASS A
P
2017-09-27
2019-02-01
FIRST DATA CORPORATION CMN CLASS A
P
2017-08-10
2019-02-01
FIRST DATA CORPORATION CMN CLASS A
P
2017-10-16
2019-01-25
FIRST DATA CORPORATION CMN CLASS A
P
2017-09-14
2019-01-25
GS MLP ENERGY INFRASTRUCTURE FUND CLASS P
P
2015-07-29
2019-01-25
FIRST DATA CORPORATION CMN CLASS A
P
2017-09-14
2019-01-23
FIRST DATA CORPORATION CMN CLASS A
P
2017-09-15
2019-01-17
FIRST DATA CORPORATION CMN CLASS A
P
2017-09-14
2019-01-17
FIRST DATA CORPORATION CMN CLASS A
P
2017-09-15
2019-01-16
FIRST DATA CORPORATION CMN CLASS A
P
2017-08-28
2019-01-16
FIRST DATA CORPORATION CMN CLASS A
P
2017-08-07
2019-01-16
KNOWLES CORPORATION CMN
P
2017-07-31
2019-01-09
KNOWLES CORPORATION CMN
P
2017-07-31
2019-01-08
KNOWLES CORPORATION CMN
P
2017-07-31
2019-01-07
KNOWLES CORPORATION CMN
P
2015-03-26
2019-01-07
KNOWLES CORPORATION CMN
P
2015-02-26
2019-01-07
KNOWLES CORPORATION CMN
P
2015-03-12
2019-01-03
KNOWLES CORPORATION CMN
P
2015-03-10
2019-01-03
KNOWLES CORPORATION CMN
P
2015-03-09
2019-01-03
KNOWLES CORPORATION CMN
P
2015-03-06
2019-01-03
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
50,537
25,038
25,499
b
50,011
24,865
25,146
c
12,730
6,166
6,564
d
50,305
25,038
25,267
e
50,163
25,038
25,125
26,978
35,079
-8,101
5,582
7,098
-1,516
9,237
13,583
-4,346
13,856
18,144
-4,288
7,466
11,109
-3,643
5,600
8,199
-2,599
9,333
13,583
-4,250
1,706
1,583
123
5,148
4,748
400
14,468
7,399
7,069
5,856
5,999
-143
5,856
6,052
-196
14,639
15,339
-700
14,639
15,766
-1,127
22,192
18,772
3,420
15,851
13,321
2,530
10,813
13,378
-2,565
20,081
24,891
-4,810
7,617
7,940
-323
10,664
11,080
-416
12,188
13,108
-920
1,523
1,606
-83
1,523
1,629
-106
1,523
1,649
-126
12,188
13,118
-930
1,523
1,639
-116
4,570
4,868
-298
4,570
4,894
-324
12,320
10,769
1,551
9,240
8,529
711
9,240
8,780
460
6,160
5,824
336
9,240
8,466
774
9,240
8,144
1,096
11,133
17,005
-5,872
9,542
14,605
-5,063
6,362
9,745
-3,383
4,771
7,267
-2,496
16,236
18,309
-2,073
3,247
3,654
-407
12,989
14,578
-1,589
4,690
4,834
-144
7,817
8,585
-768
1,563
1,740
-177
3,127
3,516
-389
4,690
4,947
-257
1,563
1,654
-91
6,254
6,641
-387
3,127
3,370
-243
26,020
20,022
5,998
19,515
15,642
3,873
13,010
10,077
2,933
13,010
10,000
3,010
43,459
16,951
26,508
9,942
3,875
6,067
12,428
4,834
7,594
2,486
960
1,526
12,428
4,827
7,601
3,058
2,638
420
20,796
18,477
2,319
18,349
16,284
2,065
10,398
9,604
794
14,767
3,470
11,297
16,199
3,863
12,336
12,901
3,081
9,820
26,092
19,818
6,274
19,286
8,233
11,053
26,216
21,027
5,189
11,235
9,008
2,227
5,653
6,401
-748
16,958
18,919
-1,961
16,958
19,035
-2,077
39,041
37,544
1,497
11,155
11,115
40
5,827
5,756
71
18,648
19,091
-443
12,820
12,458
362
4,079
3,955
124
9,324
9,570
-246
6,410
6,666
-256
10,186
11,846
-1,660
16,977
19,953
-2,976
16,977
19,799
-2,822
40,744
47,638
-6,894
4,262
4,390
-128
5,683
5,963
-280
7,104
7,536
-432
9,945
10,589
-644
4,262
4,554
-292
5,870
10,059
-4,189
8,805
14,664
-5,859
20,544
34,570
-14,026
13,207
21,926
-8,719
9,834
9,302
532
17,209
16,700
509
41,792
38,166
3,626
12,292
11,142
1,150
42,026
32,575
9,451
8,405
6,585
1,820
16,810
13,112
3,698
3,017
3,662
-645
4,526
5,593
-1,067
13,577
17,046
-3,469
16,594
20,777
-4,183
13,577
16,507
-2,930
9,392
2,317
7,075
33,138
25,909
7,229
19,883
15,624
4,259
2,209
1,723
486
9,416
2,317
7,099
9,092
2,317
6,775
6,326
6,710
-384
7,476
7,878
-402
10,220
10,980
-760
20,964
18,023
2,941
20,888
18,023
2,865
7,076
6,246
830
42,457
36,046
6,411
2,856
765
2,091
18,778
5,027
13,751
17,170
4,635
12,535
2,878
3,050
-172
16,695
17,780
-1,085
5,160
5,544
-384
6,307
6,744
-437
8,269
7,312
957
15,133
4,245
10,888
9,675
2,711
6,964
41,076
32,998
8,078
20,841
16,499
4,342
13,894
10,906
2,988
6,947
5,214
1,733
4,040
4,312
-272
10,966
11,787
-821
2,302
2,485
-183
576
620
-44
23,601
25,505
-1,904
2,881
3,115
-234
576
622
-46
11,526
12,452
-926
7,629
8,099
-470
17,019
18,164
-1,145
19,229
20,043
-814
8,454
7,312
1,142
4,111
4,384
-273
2,936
3,137
-201
6,510
6,929
-419
11,245
11,921
-676
11,911
12,598
-687
18,452
19,526
-1,074
4,167
4,434
-267
4,154
4,449
-295
4,154
4,434
-280
7,054
2,172
4,882
4,242
4,449
-207
5,200
3,720
1,480
5,185
3,720
1,465
31,199
22,072
9,127
5,200
3,720
1,480
15,600
11,370
4,230
3,631
3,814
-183
12,102
12,913
-811
4,821
5,165
-344
2,410
2,591
-181
5,955
6,478
-523
9,336
10,541
-1,205
7,002
7,774
-772
5,146
3,830
1,316
5,146
3,790
1,356
9,345
10,541
-1,196
4,910
3,830
1,080
40,444
32,923
7,521
33,897
27,498
6,399
20,144
15,319
4,825
5,000
3,875
1,125
10,111
7,892
2,219
5,056
3,954
1,102
5,056
3,875
1,181
14,873
11,985
2,888
4,958
3,954
1,004
4,947
4,100
847
9,894
8,045
1,849
10,274
8,200
2,074
5,137
4,127
1,010
5,137
4,111
1,026
8,123
2,332
5,791
10,804
3,159
7,645
5,442
1,554
3,888
23,054
7,602
15,452
9,880
3,391
6,489
13,174
4,428
8,746
15,808
12,382
3,426
5,269
4,152
1,117
1,382
404
978
2,682
791
1,891
12,192
3,579
8,613
19,684
6,783
12,901
9,428
2,804
6,624
22,804
6,791
16,013
28,103
18,046
10,057
12,774
8,553
4,221
20,779
16,609
4,170
10,261
6,958
3,303
7,695
5,132
2,563
5,084
4,171
913
15,252
12,457
2,795
17,719
12,176
5,543
5,196
3,479
1,717
15,588
10,511
5,077
5,239
3,563
1,676
13,097
8,759
4,338
19,971
17,365
2,606
19,971
17,397
2,574
1,997
1,736
261
19,917
15,791
4,126
10,171
8,342
1,829
5,085
4,186
899
15,781
10,697
5,084
3,156
1,130
2,026
3,156
1,136
2,020
5,096
4,213
883
20,384
16,743
3,641
5,377
3,597
1,780
13,442
8,914
4,528
19,410
6,813
12,597
16,063
10,794
5,269
8,031
5,396
2,635
688,495
924,889
-236,394
61,505
71,788
-10,283
14,718
15,270
-552
966,791
1,001,435
-34,644
9,262
9,602
-340
9,228
9,559
-331
20,306
16,853
3,453
12,921
9,074
3,847
5,168
3,598
1,570
2,523
1,815
708
15,140
10,907
4,233
5,041
3,636
1,405
15,123
11,015
4,108
10,356
8,427
1,929
5,178
4,220
958
12,417
10,821
1,596
15,522
12,096
3,426
21,409
16,879
4,530
10,698
8,439
2,259
27,103
21,274
5,829
15,982
12,764
3,218
10,841
8,439
2,402
3,905
3,991
-86
10,103
7,343
2,760
12,629
9,197
3,432
9,949
7,443
2,506
9,949
7,611
2,338
5,030
3,805
1,225
12,576
8,330
4,246
22,636
14,926
7,710
2,466
1,666
800
12,332
8,935
3,397
17,265
12,505
4,760
14,799
10,615
4,184
19,732
14,185
5,547
12,469
8,935
3,534
2,494
1,789
705
300,000
419,822
-119,822
21,293
16,101
5,192
8,810
7,199
1,611
11,012
8,945
2,067
31,146
26,996
4,150
33,222
29,225
3,997
24,917
21,801
3,116
10,935
12,797
-1,862
6,378
7,528
-1,150
11,948
14,302
-2,354
2,515
3,859
-1,344
629
969
-340
1,239
1,972
-733
2,477
3,945
-1,468
3,716
5,889
-2,173
4,954
7,758
-2,804
59,971
59,971
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
25,499
b
25,146
c
6,564
d
25,267
e
25,125
-8,101
-1,516
-4,346
-4,288
-3,643
-2,599
-4,250
123
400
7,069
-143
-196
-700
-1,127
3,420
2,530
-2,565
-4,810
-323
-416
-920
-83
-106
-126
-930
-116
-298
-324
1,551
711
460
336
774
1,096
-5,872
-5,063
-3,383
-2,496
-2,073
-407
-1,589
-144
-768
-177
-389
-257
-91
-387
-243
5,998
3,873
2,933
3,010
26,508
6,067
7,594
1,526
7,601
420
2,319
2,065
794
11,297
12,336
9,820
6,274
11,053
5,189
2,227
-748
-1,961
-2,077
1,497
40
71
-443
362
124
-246
-256
-1,660
-2,976
-2,822
-6,894
-128
-280
-432
-644
-292
-4,189
-5,859
-14,026
-8,719
532
509
3,626
1,150
9,451
1,820
3,698
-645
-1,067
-3,469
-4,183
-2,930
7,075
7,229
4,259
486
7,099
6,775
-384
-402
-760
2,941
2,865
830
6,411
2,091
13,751
12,535
-172
-1,085
-384
-437
957
10,888
6,964
8,078
4,342
2,988
1,733
-272
-821
-183
-44
-1,904
-234
-46
-926
-470
-1,145
-814
1,142
-273
-201
-419
-676
-687
-1,074
-267
-295
-280
4,882
-207
1,480
1,465
9,127
1,480
4,230
-183
-811
-344
-181
-523
-1,205
-772
1,316
1,356
-1,196
1,080
7,521
6,399
4,825
1,125
2,219
1,102
1,181
2,888
1,004
847
1,849
2,074
1,010
1,026
5,791
7,645
3,888
15,452
6,489
8,746
3,426
1,117
978
1,891
8,613
12,901
6,624
16,013
10,057
4,221
4,170
3,303
2,563
913
2,795
5,543
1,717
5,077
1,676
4,338
2,606
2,574
261
4,126
1,829
899
5,084
2,026
2,020
883
3,641
1,780
4,528
12,597
5,269
2,635
-236,394
-10,283
-552
-34,644
-340
-331
3,453
3,847
1,570
708
4,233
1,405
4,108
1,929
958
1,596
3,426
4,530
2,259
5,829
3,218
2,402
-86
2,760
3,432
2,506
2,338
1,225
4,246
7,710
800
3,397
4,760
4,184
5,547
3,534
705
-119,822
5,192
1,611
2,067
4,150
3,997
3,116
-1,862
-1,150
-2,354
-1,344
-340
-733
-1,468
-2,173
-2,804
59,971
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
253,236
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
1,815,255
40,915,309
0.044366
2017
1,468,078
41,506,318
0.035370
2016
1,195,728
23,857,172
0.050120
2015
1,177,174
23,373,069
0.050365
2014
1,107,220
25,056,005
0.044190
2
Total
of line 1, column (d)
.....................
2
0.224411
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
0.044882
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
41,372,590
5
Multiply line 4 by line 3
......................
5
1,856,885
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
12,283
7
Add lines 5 and 6
........................
7
1,869,168
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,098,655
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
12,283
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
12,283
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
12,283
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
91,089
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
91,089
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
78,806
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
78,806
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)
MD
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
Yes
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
ARIELLA M ROSENGARD
Telephone no.
(617) 620-8632
Located at
80 LYMAN RD
CHESTNUT HILL
MA
ZIP+4
02467
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
No
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
ARIELLA M ROSENGARD
TREASURER
3.00
0
0
0
80 LYMAN RD
CHESTNUT HILL
,
MA
02467
GINAT W MIROWSKI
PRESIDENT
1.00
0
0
0
429 PENNSYLVANIA STREET UNIT 701
INDIANAPOLIS
,
IN
46204
DORIS FRYDMAN GREENBLATT
VICE-PRESIDENT
0.50
0
0
0
134 GRAYS LANE
HAVERFORD
,
PA
19041
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
GOLDMAN SACHS & CO LLC
INVESTMENT MGMT.
258,715
71 S WACKER DR SUITE 500
CHICAGO
,
IL
60606
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
40,428,038
b
Average of monthly cash balances
.......................
1b
256,378
c
Fair market value of all other assets (see instructions)
................
1c
1,318,213
d
Total
(add lines 1a, b, and c)
.........................
1d
42,002,629
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
42,002,629
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
630,039
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
41,372,590
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,068,630
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,068,630
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
12,283
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
12,283
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,056,347
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,056,347
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
2,056,347
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
2,098,655
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,098,655
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
12,283
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,086,372
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2,056,347
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,841,772
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,098,655
a
Applied to 2018, but not more than line 2a
1,841,772
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
.....
256,883
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
..........
1,799,464
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
ARIELLA M ROSENGARD
GINAT W MIROWSKI
DORIS FRYDMAN GREENBLATT
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ADVANCEMENT CENTER FOR WASHINGTON TOWNSHIP SCHOOLS
8550 WOODFIELD CROSSING BLVD
INDIANAPOLIS
,
IN
46240
NONE
PC
GENERAL
1,000
AMERICAN ACADEMY OF DERMATOLOGY INC
930 EAST WOODFIELD ROAD
SCHAUMBURG
,
IL
60173
NONE
PC
GENERAL
1,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36 ST STE 1100
NEW YORK
,
NY
10018
NONE
PC
MARCUS NATIONAL BLOOD CENTER
75,000
AMERICAN ISRAEL EDUCATION FOUNDATION INC
251 H ST NW
WASHINGTON
,
DC
20001
NONE
PC
GENERAL
110,000
AMERICAN JEWISH HISTORICAL SOCIETY
15 WEST 16TH STREET FLOOR 5
NEW YORK
,
NY
10011
NONE
PC
GENERAL
2,000
ASPCA (AMER SOC FOR THE PREV OF CRUELTY TO ANIMALS
520 EIGHTH AVENUE 7TH FLOOR
NEW YORK
,
NY
10018
NONE
PC
GENERAL
1,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615
NEW YORK
,
NY
10087
NONE
PC
GENERAL
46,000
BOSTON JEWISH FILM FESTIVAL INC
1001 WATERTOWN STREET
WEST NEWTON
,
MA
02465
NONE
PC
GENERAL
5,000
BROWN UNIVERSITY
BOX 1893
PROVIDENCE
,
RI
02912
NONE
PC
GENERAL
1,000
BRYN MAWR COLLEGE
101 N MERION AVE
BRYN MAWR
,
PA
19010
NONE
PC
GENERAL
5,000
BRYN MAWR FILM INSTITUTE
PO BOX 1058
BRYN MAWR
,
PA
19010
NONE
PC
GENERAL
10,000
CHABAD LUBAVITCH OF CHESTNUT HILL INC
163 BELLINGHAM ROAD
CHESTNUT HILL
,
MA
02467
NONE
PC
GENERAL
5,000
CLEAN AIR COUNCIL
135 S 19TH ST STE 300
PHILADELPHIA
,
PA
19103
NONE
PC
GENERAL
1,500
CLEAN WATER FUND
1444 I ST NW SUITE 400
WASHINGTON
,
DC
20005
NONE
PC
GENERAL
1,500
COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING
PO BOX 35040
BOSTON
,
MA
02135
NONE
PC
GENERAL
350,000
DAUBENSPECK COMMUNITY NATURE PARK
8900 DITCH RD
INDIANAPOLIS
,
IN
46260
NONE
PC
GENERAL
500
ELDERNET OF LOWER MERION AND NARBERTH
9 S BRYN MAWR AVENUE
BRYN MAWR
,
PA
19010
NONE
PC
GENERAL
1,000
ENVIRONMENTAL DEFENSE FUND
PO BOX 98051
WASHINGTON
,
DC
20077
NONE
PC
GENERAL
2,000
FRESH AIR FUND
633 THIRD AVENUE 14TH FLOOR
NEW YORK
,
NY
10017
NONE
PC
GENERAL
1,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
60 EAST 42ND STREET
NEW YORK
,
NY
10165
NONE
PC
GENERAL
99,000
GATEWAYS ACCESS TO JEWISH EDUCATION
333 NAHANTON STREET
NEWTON
,
MA
02459
NONE
PC
GENERAL
500
GATHERDC
1817 M STREET NW
WASHINGTON
,
DC
20036
NONE
PC
GENERAL
2,000
GLEANERS FOOD BANK OF INDIANA INC
3737 WALDEMERE AVENUE
INDIANAPOLIS
,
IN
46241
NONE
PC
GENERAL
1,000
INDIAN AND FOREST ACRES ALUMNI SCHOLARSHIP FOUNDATION
1714 MAIN STREET
FRYBURG
,
ME
04037
NONE
PC
GENERAL
28,000
INDIANA UNIVERSITY FOUNDATION
PO BOX 500
BLOOMINGTON
,
IN
47402
NONE
PC
GENERAL
1,000
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND ST
NEW YORK
,
NY
10168
NONE
PC
GENERAL
500
ISRAEL HEART SOCIETY
1 TWIN TOWERS 33 JABOTINSKY STR
RAMAT GAN
RAMAT GAN
,
52511
IS
NONE
NC
GENERAL
15,000
JEWISH FAMILY AND CHILDREN SERVICES (PHILADELPHIA)
2100 ARCH STREET 5TH FLOOR
PHILADELPHIA
,
PA
19103
NONE
PC
GENERAL
1,500
JEWISH FEDERATION OF GREATER INDIANAPOLIS INC
6705 HOOVER ROAD
INDIANAPOLIS
,
IN
46260
NONE
PC
GENERAL
1,500
JEWISH FEDERATION OF GREATER PHILADELPHIA
2100 ARCH STREET 8TH FLOOR
PHILADELPHIA
,
PA
19103
NONE
PC
GENERAL
1,500
JEWISH NATIONAL FUND - MIDWEST OFFICE
42 EAST 69TH STREET
NEW YORK
,
NY
10021
NONE
PC
GENERAL
1,000
JEWISH STUDENT ENRICHMENT CENTER INC
780 COLLEGE AVENUE
HAVERFORD
,
PA
19041
NONE
PC
GENERAL
3,000
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD SUITE N2100
BALTIMORE
,
MD
21211
NONE
PC
GENERAL
138,000
JULIAN CENTER INC
2011 N MERIDIAN ST
INDIANAPOLIS
,
IN
46202
NONE
PC
GENERAL
10,000
LAUREL HOUSE
PO BOX 764
NORRISTOWN
,
PA
19404
NONE
PC
GENERAL
1,500
LOWER MERION CONSERVANCY
1301 ROSE GLEN ROAD
GLADWYNE
,
PA
19035
NONE
PC
GENERAL
1,500
LUDINGTON PUBLIC LIBRARY
5 S BRYN MAWR AVENUE
BRYN MAWR
,
PA
19010
NONE
PC
GENERAL
1,500
MAIN LINE ANIMAL RESCUE
PO BOX 89
CHESTER SPRINGS
,
PA
19425
NONE
PC
GENERAL
1,500
MAIN LINE ART CENTER
746 PANMURE ROAD
HAVERFORD
,
PA
19041
NONE
PC
GENERAL
1,500
MIDDLE EAST FORUM
1650 MARKET STREET SUITE 3600
PHILADELPHIA
,
PA
19103
NONE
PC
GENERAL
5,000
MEMRI
1411 K ST NW SUITE 1100
WASHINGTON
,
DC
20005
NONE
PC
GENERAL
150,000
NATIONAL CENTER FOR JEWISH FILM INC
BRANDEIS UNIV LOWN BLDG 102 MS 053
WALTHAM
,
MA
02454
NONE
PC
GENERAL
10,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREET
NEW YORK
,
NY
10011
NONE
PC
GENERAL
6,500
OCEAN CONSERVANCY INC
1300 19TH STREET NW 8TH FLOOR
WASHINGTON
,
DC
20036
NONE
PC
GENERAL
1,000
OUTRUN THE SUN INC
8435 KEYSTONE CROSSING SUITE 175
INDIANAPOLIS
,
IN
46240
NONE
PC
GENERAL
1,000
OXFAM-AMERICA INC
226 CAUSEWAY STREET 5TH FLOOR
BOSTON
,
MA
02114
NONE
PC
GENERAL
1,500
PHILABUNDANCE
3616 S GALLOWAY ST
PHILADELPHIA
,
PA
19148
NONE
PC
GENERAL
1,500
PINE MANOR COLLEGE
400 HEATH STREET
CHESTNUT HILL
,
MA
02467
NONE
PC
GENERAL
500
PLANNED PARENTHOOD - PHILADELPHIA
1144 LOCUST STREET
PHILADELPHIA
,
PA
19107
NONE
PC
GENERAL
4,000
PRO BONO RESOURCE CENTER OF MARYLAND INC
520 W FAYETTE STREET SUITE 300
BALTIMORE
,
MD
21201
NONE
PC
GENERAL
3,500
REHOBOTH ART LEAGUE INC
12 DODDS LANE
REHOBOTH BEACH
,
DE
19971
NONE
PC
GENERAL
1,000
REHOBOTH BEACH VOLUNTEER FIRE CO INC
219 REHOBOTH AVE
REHOBOTH BEACH
,
DE
19971
NONE
PC
GENERAL
500
RIVERBEND ENVIRONMENTAL EDUCATION CENTER
1950 SPRING MILL ROAD
GLADWYNE
,
PA
19035
NONE
PC
GENERAL
1,500
RONALD MCDONALD HOUSE CHARITIES OF CENTRAL INDIANA
453 LIMESTONE STREET
INDIANAPOLIS
,
IN
46202
NONE
PC
GENERAL
5,000
SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD
,
CT
06825
NONE
PC
GENERAL
1,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST SUITE 1250
OAKLAND
,
CA
94612
NONE
PC
GENERAL
2,000
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRIVE 2ND FLOOR
LOS ANGELES
,
CA
90035
NONE
PC
GENERAL
1,500
SYCAMORE SCHOOL INC
1750 W 64TH STREET
INDIANAPOLIS
,
IN
46260
NONE
PC
GENERAL
1,000
TAGLIT FRANCE BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615
NEW YORK
,
NY
10087
NONE
PC
GENERAL
10,000
TEMPLE ADATH ISRAEL - GENERAL FUND
250 N HIGHLAND AVENUE
MERION STATION
,
PA
19066
NONE
PC
GENERAL
4,000
THE CLINIC
143 CHURCH ST
PHOENIXVILLE
,
PA
19460
NONE
PC
GENERAL
5,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET SUITE 305
PHILADELPHIA
,
PA
19104
NONE
PC
GENERAL
115,500
UNITED NATIONS WATCH - USA
PO BOX 5872
WASHINGTON
,
DC
20016
NONE
PC
GENERAL
100,000
WHYY - RADIO
150 N SIXTH STREET
PHILADELPHIA
,
PA
19106
NONE
PC
GENERAL
1,000
WORLD WILDLIFE FUND INC
1250 24TH STREET NW
WASHINGTON
,
DC
20037
NONE
PC
GENERAL
1,500
YALE UNIVERSITY
PO BOX 2038
NEW HAVEN
,
CT
06521
NONE
PC
GENERAL
5,000
BOYSCOUTS TROOP 56 (ST LUKE'S METHODIST CHURCH)
100 W 86TH STREET
INDIANAPOLIS
,
IN
46260
NONE
NC
GENERAL
500
THE FRIENDS OF AFROBAROMETER FUND AT KING BAUDOUIN FOUNDATION UNITED STATES
10 ROCKEFELLER PL 16TH FLOOR
NEW YORK
,
NY
10020
NONE
PC
GENERAL
1,000
AMERICANS FOR PEACE AND TOLERANCE
15 MAIN ST SUITE 118
WATERTOWN
,
MA
02472
NONE
PC
GENERAL
7,000
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
545 5TH AVENUE SUITE 920
NEW YORK
,
NY
10019
NONE
PC
GENERAL
7,500
ARBORETUM FOUNDATION
2300 ARBORETUM DRIVE E
SEATTLE
,
WA
98112
NONE
PC
GENERAL
1,000
BROWN UNIVERSITY SPORTS FOUNDATION
BOX 1877
PROVIDENCE
,
RI
02912
NONE
PC
GENERAL
2,000
CASCADE BICYCYLE CLUB
7787 62ND AVENUE NE
SEATTLE
,
WA
98115
NONE
PC
GENERAL
1,000
CENTER FOR WOODEN BOATS
1010 VALLEY STREET
SEATTLE
,
WA
98109
NONE
PC
GENERAL
1,000
CHRISTIANS UNITED FOR ISRAEL
PO BOX 1307
SAN ANTONIO
,
TX
78295
NONE
PC
GENERAL
1,000
CLIFTON FUND
5805 FOREST LANE
INDIANAPOLIS
,
IN
46260
NONE
PC
GENERAL
1,000
CORNING MUSEUM OF GLASS
ONE MUSEUM WAY
CORNING
,
NY
14830
NONE
PC
GENERAL
181,200
DELAWARE VALLEY GOLDEN RETREIVER RESCUE
60 VERA CRUZ RD
REINHOLDS
,
PA
17569
NONE
PC
GENERAL
1,500
DERMATOLOGY FOUNDATION
1560 SHERMAN AVE
EVANSTON
,
IL
60201
NONE
PC
GENERAL
1,500
EMORY UNIVERSITY
1599 CLIFTON RD 3RD FLOOR
ATLANTA
,
GA
30322
NONE
PC
GENERAL
100,000
EAST PALO ALTO TENNIS AND TUTORING (EPATT)
PO BOX 60597
PALO ALTO
,
CA
94306
NONE
PC
GENERAL
1,000
FREE LIBRARY OF PHILADELPHIA
1901 VINE ST SUITE 111
PHILADELPHIA
,
PA
19103
NONE
PC
GENERAL
1,000
FRIENDS OF DISCOVERY PARK
PO BOX 99662
SEATTLE
,
WA
98139
NONE
PC
GENERAL
1,000
FRIENDS OF SEATTLE PUBLIC LIBRARY
1000 FOURTH AVE
SEATTLE
,
WA
98104
NONE
PC
GENERAL
1,000
GREATER SEATTLE YMCA
909 4TH AVE
SEATTLE
,
WA
98104
NONE
PC
GENERAL
1,000
HARVARD UNIVERSITY - SCHOOL OF DENTAL MEDICINE
124 MOUNT AUBURN ST
CAMBRIDGE
,
MA
02138
NONE
PC
GENERAL
1,000
HUDSON INSTITUTE CENTER FOR FUTURE OF LIBERAL SOCIETY
1201 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON
,
DC
20004
NONE
PC
GENERAL
5,000
INDY READS
40 E SAINT CLAIR ST
INDIANAPOLIS
,
IN
46204
NONE
PC
GENERAL
1,000
INDIANA UNIVERSITY FOUNDATION - SCHOOL OF DENTISTRY - ORAL PATHOLOGY
PO BOX 6460
INDIANAPOLIS
,
IN
46206
NONE
PC
GENERAL
1,000
JOHNS HOPKINS UNIVERSITY - SAIS
3910 KESWICK ROAD SUITE N2100
BALTIMORE
,
MA
21211
NONE
PC
GENERAL
3,000
LATET AMERICAN FRIENDS OF LATET HUMANITARIAN AID INC
29 MERRILL ROAD
NEWTON CENTER
,
MA
02459
NONE
PC
GENERAL
35,000
LEKET ISRAEL ISRAEL'S FOOD BANK
PO BOX 2090
TEANECK
,
NJ
07666
NONE
PC
GENERAL
5,000
MILTON MARKS FAMILY CAMP
1000 BROADWAY SUITE 480
OAKLAND
,
CA
94607
NONE
PC
GENERAL
1,000
MOISHE HOUSE SEATTLE
441 SAXONY RD BARN 2
ENCINITAS
,
CA
92024
NONE
PC
GENERAL
1,000
PARK TUDOR SCHOOL
7200 N COLLEGE AVE
INDIANAPOLIS
,
IN
46240
NONE
PC
GENERAL
1,000
PROJECT HOME
1515 FAIRMOUNT AVE
PHILADELPHIA
,
PA
19130
NONE
PC
GENERAL
1,000
SEATTLE PARKS FOUNDATION
105 SOUTH MAIN STREET 235
SEATTLE
,
WA
98104
NONE
PC
GENERAL
1,000
SHRINERS HOSPITAL FOR CHILDREN
2900 ROCKY POINT DRIVE
TAMPA
,
FL
33607
NONE
PC
GENERAL
5,000
THOMAS JEFFERSON UNIVERSITY - SIDNEY KIMMEL MEDICAL COLLEGE
125 SOUTH 9TH ST SUITE 600
PHILADELPHIA
,
PA
19107
NONE
PC
GENERAL
2,000
THE PHILADELPHIA PSYCHOANALYTIC FOUNDATION TED HICKS SCHOLARSHIP
3810 MT PLEASANT DR
PHILADELPHIA
,
PA
19121
NONE
PC
GENERAL
5,000
NYTF - MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACE SUITE 201
NEW YORK
,
NY
10280
NONE
PC
GENERAL
2,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBURG PLACE SW
WASHINGTON
,
DC
20024
NONE
PC
GENERAL
1,500
WOMEN'S DERMATOLOGY SOCIETY (WDS)
555 EAST WELLS ST SUITE 1100
MILWAUKEE
,
WI
53202
NONE
PC
GENERAL
5,000
WASHINGON TRAILS ASSOCIATION
705 SECOND AVE SUITE 300
SEATTLE
,
WA
98104
NONE
PC
GENERAL
1,000
WILDERNESS SOCIETY
PO BOX 97231
WASHINGTON
,
DC
20077
NONE
PC
GENERAL
2,000
YAD ELIEZER FOOD KITCHEN IN ISRAEL
400 GLENN RD
JACKSON
,
NJ
08527
NONE
PC
GENERAL
5,000
THE MIROWSKI MFF FUND
PO BOX 15203
ALBANY
,
NY
12212
NONE
NC
GENERAL
200,000
CAMP KESEMSTANFORD UNIVERSITY
10586 W PICO BLVD 196
LOS ANGELES
,
CA
90064
NONE
PC
GENERAL
1,000
SIXTH AND I SYNAGOGUE
600 I STREET NW
WASHINGTON
,
DC
20001
NONE
PC
GENERAL
2,000
Total
.................................
3a
1,970,200
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
15,441
4
Dividends and interest from securities
....
14
1,210,562
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
7,774
8
Gain or (loss) from sales of assets other than
inventory
............
18
253,236
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
1,487,013
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,487,013
(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