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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
05-01-2019
, and ending
04-30-2020
Name of foundation
R CATHLEEN COX MCFARLANE
CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
700 S DIXIE HIGHWAY 110
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST PALM BEACH
,
FL
33401
A Employer identification number
65-0856300
B
Telephone number (see instructions)
(561) 246-4370
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)
$
29,377,462
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
8,485
8,485
4
Dividends and interest from securities
...
822,429
822,429
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
601,071
b
Gross sales price for all assets on line 6a
8,700,545
7
Capital gain net income (from Part IV, line 2)
...
601,071
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
1,431,985
1,431,985
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
77,625
38,813
38,812
15
Pension plans, employee benefits
.......
5,938
2,969
2,969
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
20,600
12,360
8,240
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
62,314
19
Depreciation (attach schedule) and depletion
...
16,520
20
Occupancy
..............
25,690
12,845
12,845
21
Travel, conferences, and meetings
.......
995
995
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
239,907
200,658
39,249
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
449,589
267,645
103,110
25
Contributions, gifts, grants paid
.......
1,368,056
1,368,056
26
Total expenses and disbursements.
Add lines 24 and 25
1,817,645
267,645
1,471,166
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-385,660
b
Net investment income
(if negative, enter -0-)
1,164,340
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
.............
2
Savings and temporary cash investments
.........
365,829
815,446
815,446
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
515
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)
.......
21,871,254
21,006,106
28,414,261
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
113,718
Less: accumulated depreciation (attach schedule)
28,363
101,152
85,355
85,355
15
Other assets (describe
)
15,200
62,400
62,400
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
22,353,950
21,969,307
29,377,462
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
)
1,392
2,409
23
Total liabilities
(add lines 17 through 22)
.........
1,392
2,409
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
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
22,352,558
21,966,898
29
Total net assets or fund balances
(see instructions)
.....
22,352,558
21,966,898
30
Total liabilities and net assets/fund balances
(see instructions)
.
22,353,950
21,969,307
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
22,352,558
2
Enter amount from Part I, line 27a
.....................
2
-385,660
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
21,966,898
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
21,966,898
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
471 AMGEN INC
P
2020-07-11
b
40 NEXTRA ENERGY INC
P
2020-04-24
c
1,596 VALERO ENERGY CORP
P
2020-03-26
d
408 CONSTELLATION BRANDS INC
P
2020-03-19
e
28 ONEOK INC
P
2020-03-16
240 MCDONALDS CORP
P
2020-03-11
3,820 WILLIAMS COS INC
P
2020-03-02
232 UNITEDHEALTH GROUP INC
P
2020-02-14
264 MARSH & MCLENNAN COS
P
2020-02-03
11 MICROSOFT CORP
P
2020-01-23
56 HOME DEPOT INC
P
2020-01-23
31 ILLINOIS TOOL WORKS
P
2019-12-18
62 HP INC
P
2019-10-24
15 BLACKROCK INC
P
2019-09-10
337 MICROSOFT CORP
P
2019-08-15
694 ELI LILLY & CO
P
2019-07-26
8 MICROSOFT CORP
P
2019-06-24
512 3M CO
P
2019-05-31
45 UNITEDHEALTH GROUP INC
P
2019-05-15
57 ILLINOIS TOOL WORKS
P
2019-05-15
20 BROADCOM INC
P
2019-05-15
40 LOCKHEED MARTIN CORP
P
2019-05-15
140 STARBUCKS CORP
P
2019-05-15
561 AIR PRODUCTS & CHEMICALS INC
P
2020-07-11
48 NIKE INC
P
2020-04-24
10 MICROSOFT CORP
P
2020-03-26
243 TE CONNECTIVITY LTD
P
2020-03-19
298 CONSTELLATION BRANDS INC
P
2020-03-16
785 PHILLIPS 66
P
2020-03-11
77 WILLIAMS COS INC
P
2020-03-02
466 MICROSOFT CORP
P
2020-02-14
37 MARSH & MCLENNAN COS
P
2020-02-03
119 TEXAS INSTRUMENTS INC
P
2020-01-23
57 UNITEDHEALTH GROUP INC
P
2020-01-23
215 ILLINOIS TOOL WORKS
P
2019-12-17
3,728 HP INC
P
2019-10-17
102 BLACKROCK INC
P
2019-09-06
7 MICROSOFT CORP
P
2019-08-15
173 ELI LILLY & CO
P
2019-07-22
197 MICROSOFT CORP
P
2019-06-20
57 ABBOTT LABORATORIES
P
2019-05-29
54 ACCENTURE PLC
P
2019-05-15
109 PHILLIPS 66
P
2019-05-15
80 CHEVRON CORP
P
2019-05-15
90 MARSH & MCLENNAN COS
P
2019-05-15
150 TEXAS INSTRUMENTS INC
P
2019-05-15
110 PEPSICO INC
P
2020-04-24
51 UNITEDHEALTH GROUP INC
P
2020-04-24
29 VALERO ENERGY CORP
P
2020-03-26
333 MCDONALDS CORP
P
2020-03-19
1,066 PHILLIPS 66
P
2020-03-16
144 PHILLIPS 66
P
2020-03-11
1,041 ROYAL CARIBBEAN CRUISES LTD
P
2020-03-02
175 PHILLIPS 66
P
2020-02-11
1,472 WELLS FARGO & CO
P
2020-01-27
131 PHILLIPS 66
P
2020-01-23
65 ACCENTURE PLC
P
2020-01-23
244 MARSH & MCLENNAN COS
P
2019-12-17
73 HP INC
P
2019-10-17
20 BLACKROCK INC
P
2019-09-06
109 ELI LILLY & CO
P
2019-08-13
358 ELI LILLY & CO
P
2019-07-22
11 3M CO
P
2019-06-17
591 ABBOTT LABORATORIES
P
2019-05-29
83 ELI LILLY & CO
P
2019-05-15
89 MICROSOFT CORP
P
2019-05-15
370 CISCO SYSTEMS INC
P
2019-05-15
70 MAXIM INTEGRATED PRODUCTS
P
2019-05-15
40 3M CO
P
2019-05-15
126 TEXAS INSTRUMENTS INC
P
2020-04-24
52 BRISTOL-MYERES SQUIBB CO
P
2020-04-24
521 MICROSOFT CORP
P
2020-03-26
1,016 DARDEN RESTAURANTS INC
P
2020-03-18
38 PHILLIPS 66
P
2020-03-16
79 PHILLIPS 66
P
2020-03-11
841 ROYAL CARIBBEAN CRUISES LTD
P
2020-02-28
14 ROYAL CARIBBEAN CRUISES LTD
P
2020-02-10
184 NEXTERA ENERGY INC
P
2020-01-27
141 NIKE INC
P
2020-01-23
8 ILLINOIS TOOL WORKS
P
2020-01-23
3,116 PFIZER INC
P
2019-11-19
10 NEXTERA ENERGY INC
P
2019-10-09
104 BLACKROCK INC
P
2019-09-04
158 ELI LILLY & CO
P
2019-08-13
41 ELI LILLY & CO
P
2019-07-22
553 3M CO
P
2019-06-17
908 CISCO SYSTEMS INC
P
2019-05-28
17 SHERWIN WILLIAMS CO
P
2019-05-15
38 CONSTELLATION BRANDS INC
P
2019-05-15
70 COCA-COLA CO
P
2019-05-15
70 MCDONALDS CORP
P
2019-05-15
120 US BANCORP
P
2019-05-15
17 HONEYWELL INTERNATIONAL INC
P
2020-04-24
68 ACCENTURE PLC
P
2020-04-24
293 MICROSOFT CORP
P
2020-03-25
1,021 SIMON PROPERTY GROUP INC
P
2020-03-18
64 PHILLIPS 66
P
2020-03-13
233 HOME DEPOT INC
P
2020-03-11
43 ROYAL CARIBBEAN CRUISES LTD
P
2020-02-27
153 PHILLIPS 66
P
2020-02-10
28 WELLS FARGO & CO
P
2020-01-27
15 MARSH & MCLENNAN COS
P
2020-01-23
89 JOHNSON & JOHNSON
P
2020-01-23
357 MICROSOFT CORP
P
2019-11-19
582 NEXTERA ENERGY INC
P
2019-10-09
16 BLACKROCK INC
P
2019-09-04
43 ELI LILLY & CO
P
2019-08-13
419 ELI LILLY & CO
P
2019-07-22
10 3M CO
P
2019-06-10
4 3M CO
P
2019-05-20
47 HOME DEPOT INC
P
2019-05-15
49 NEXTERA ENERGY INC
P
2019-05-15
130 COMCAST CORP
P
2019-05-15
170 MICROSOFT CORP
P
2019-05-15
60 VALERO ENERGY CORP
P
2019-05-15
19 ESTEE LAUDER COMPANIES
P
2020-04-24
68 ILLINOIS TOOL WORKS
P
2020-04-24
1,381 SIMON PROPERTY GROUP INC
P
2020-03-23
1,404 LYONDELLBASELL
P
2020-03-18
22 PHILLIPS 66
P
2020-03-13
503 TE CONNECTIVITY LTD
P
2020-03-10
529 ROYAL CARIBBEAN CRUISES LTD
P
2020-02-27
305 PHILLIPS 66
P
2020-02-10
40 NEXTERA ENERGY INC
P
2020-01-27
20 SHERWIN WILLIAMS CO
P
2020-01-23
89 PNC FINANCIAL SERVICES GROUP
P
2020-01-23
6 MICROSOFT CORP
P
2019-11-19
106 BLACKROCK INC
P
2019-09-27
23 BLACKROCK INC
P
2019-08-30
126 ELI LILLY & CO
P
2019-08-07
222 ELI LILLY & CO
P
2019-07-16
446 MICROSOFT CORP
P
2019-06-10
4 AMGEN INC
P
2019-05-20
101 NIKE INC
P
2019-05-15
90 MEDTRONICS PLC
P
2019-05-15
100 CROWN CASTLE INTL CORP
P
2019-05-15
90 MONDELEZ INTERNATIONAL INC
P
2019-05-15
110 WEC ENERGY GROUP INC
P
2019-05-15
196 BANK OF AMERICA CORP
P
2020-04-24
87 MARSH & MCLENNAN COS
P
2020-04-24
10 MICROSOFT CORP
P
2020-03-23
19 SIMON PROPERTY GROUP INC
P
2020-03-18
502 TE CONNECTIVITY LTD
P
2020-03-13
734 PHILLIPS 66
P
2020-03-10
1,487 WILLIAMS COS INC
P
2020-02-26
36 ROYAL CARIBBEAN CRUISES LTD
P
2020-02-10
446 NIKE INC
P
2020-01-27
257 COMCAST CORP
P
2020-01-23
90 ROYAL CARIBBEAN CRUISES LTD
P
2020-01-23
60 PFIZER INC
P
2019-11-19
1,711 ALTRIA GROUP INC
P
2019-09-26
43 BLACKROCK INC
P
2019-08-30
13 TEXAS INSTRUMENTS INC
P
2019-08-07
112 ELI LILLY & CO
P
2019-07-15
526 3M CO
P
2019-06-10
6 MICROSOFT CORP
P
2019-05-20
67 PNC FINANCIAL SERVICES GROUP
P
2019-05-15
60 LYONDELLBASELL
P
2019-05-15
20 EVERSOURCE ENERGY
P
2019-05-15
90 NEXTERA ENERGY INC
P
2019-05-15
60 WELLS FARGO & CO
P
2019-05-15
21 SHERWIN WILLIAMS CO
P
2020-04-24
9 BECTON DICKINSON AND CO
P
2020-04-24
2,762 SYSCO CORP
P
2020-03-23
20 DARDEN RESTAURANTS INC
P
2020-03-18
639 UNION PACIFIC CORP
P
2020-03-13
486 PHILLIPS 66
P
2020-03-05
144 CONSTELLATION BRANDS INC
P
2020-02-26
38 ROYAL CARIBBEAN CRUISES LTD
P
2020-02-10
220 HOME DEPOT INC
P
2020-01-24
273 CISCO SYSTEMS INC
P
2020-01-23
256 MICROSOFT CORP
P
2020-01-15
282 MIOCROSOFT CORP
P
2019-11-18
34 ALTRIA GROUP INC
P
2019-09-26
51 BLACKROCK INC
P
2019-08-30
16 ELI LILLY & CO
P
2019-08-07
159 ELI LILLY & CO
P
2019-07-15
9 MICROSOFT CORP
P
2019-06-10
192 AMGEN INC
P
2019-05-20
79 ABBOTT LABORATORIES
P
2019-05-15
110 ABBOTT LABORATORIES
P
2019-05-15
60 EXXON MOBIL CORP
P
2019-05-15
30 ONEOK INC
P
2019-05-15
190 WILLIAMS COS INC
P
2019-05-15
26 HOME DEPOT INC
P
2020-04-24
93 JOHNSON & JOHNSON
P
2020-04-24
28 SIMON PROPERTY GROUP INC
P
2020-03-23
33 LYONDELLBASELL
P
2020-03-18
832 PHILLIPS 66
P
2020-03-13
43 CONSTELLATION BRANDS INC
P
2020-03-05
25 WILLIAMS COS INC
P
2020-02-26
409 ROYAL CARIBBEAN CRUISES LTD
P
2020-02-10
275 ILLINOIS TOOL WORKS
P
2020-01-24
3 BECTON DICKINSON AND CO
P
2020-01-23
1,052 JPMORGAN CHASE & CO
P
2020-01-13
MERILL LYNCH DISTRIBUTION
P
2019-11-13
36 BLACKROCK INC
P
2019-09-19
270 UNION PACIFIC CORP
P
2019-08-29
187 ELI LILLY & CO
P
2019-08-07
195 ELI LILLY & CO
P
2019-07-15
1,215 ABBOTT LABORATORIES
P
2019-06-03
623 MICROSOFT CORP
P
2019-05-20
100 TEXAS INSTRUMENTS INC
P
2019-05-15
20 ABBVIE INC
P
2019-05-15
150 HP INC
P
2019-05-15
150 PAYCHEX INC
P
2019-05-15
5 3M CO
P
2019-05-06
26 UNION PACIFIC CORP
P
2020-04-24
94 PNC FINANCIAL SERVICES GROUP
P
2020-04-24
474 MICROSOFT CORP
P
2020-03-23
19 PHILLIPS 66
P
2020-03-17
43 PHILLIPS 66
P
2020-03-12
172 CONSTELLATION BRANDS INC
P
2020-03-05
253 MICROSOFT CORP
P
2020-02-26
1,823 PFIZER INC
P
2020-02-07
300 HONEYWELL INTERNATIONAL INC
P
2020-01-24
30 MCDONALDS CORP
P
2020-01-23
1,125 CISCO SYSTEMS INC
P
2020-01-13
10 BOEING CO
P
2019-11-04
85 BLACKROCK INC
P
2019-09-19
66 UNION PACIFIC CORP
P
2019-08-29
27 ABBVIE INC
P
2019-08-07
53 ELI LILLY & CO
P
2019-07-15
10 3M CO
P
2019-05-31
179 3M CO
P
2019-05-20
88 PEPSICO INC
P
2019-05-15
70 AIR PRODUCTS & CHEMICALS INC
P
2019-05-15
70 HOME DEPOT INC
P
2019-05-15
100 PEPSICO INC
P
2019-05-15
433 3M CO
P
2019-05-06
271 COMCAST CORP
P
2020-04-24
19 MCDONALDS CORP
P
2020-04-22
54 SYSCO CORP
P
2020-03-23
524 TE CONNECTIVITY LTD
P
2020-03-17
2,976 EXXON MOBIL CORP
P
2020-03-11
68 PHILLIPS 66
P
2020-03-05
3,677 WILLIAMS COS INC
P
2020-02-26
33 PFIZER INC
P
2020-02-07
350 TEXAS INSTRUMENTS INC
P
2020-01-24
31 UNION PACIFIC CORP
P
2020-01-23
21 CISCO SYSTEMS INC
P
2020-01-13
263 BOEING CO
P
2019-11-04
115 BLACKROCK INC
P
2019-09-13
132 BLACKROCK INC
P
2019-08-27
450 ELI LILLY & CO
P
2019-08-07
85 ELI LILLY & CO
P
2019-07-15
592 ABBOTT LABORATORIES
P
2019-05-31
117 ABBOTT LABORATORIES
P
2019-05-16
48 UNION PACIFIC CORP
P
2019-05-15
60 ALTRIA GROUP INC
P
2019-05-15
90 HONEYWELL INTERNATIONAL INC
P
2019-05-15
230 PFIZER INC
P
2019-05-15
28 MICROSOFT CORP
P
2020-04-24
1,161 MCDONALDS CORP
P
2020-04-21
549 CONSTELLATION BRANDS INC
P
2020-03-23
65 TE CONNECTIVITY LTD
P
2020-03-17
484 MICROSOFT CORP
P
2020-03-11
1,102 ABBOTT LABORATORIES
P
2020-03-02
481 ROYAL CARIBBEAN CRUISES LTD
P
2020-02-26
483 MICROSOFT CORP
P
2020-02-07
500 LYONDELLBASELL
P
2020-01-24
34 BROADCOM INC
P
2020-01-23
24 JPMORGAN CHASE & CO
P
2020-01-13
73 BOEING CO
P
2019-11-04
31 BLACKROCK INC
P
2019-09-13
240 NEXTERA ENERGY INC
P
2019-08-19
67 ELI LILLY & CO
P
2019-08-07
149 ELI LILLY & CO
P
2019-07-14
102 ABBOTT LABORATORIES
P
2019-05-31
472 ABBOTT LABORATORIES
P
2019-05-16
216 COMCAST CORP
P
2019-05-15
40 AMGEN INC
P
2019-05-15
40 ILLINOIS TOOL WORKS
P
2019-05-15
40 PHILLIPS 66
P
2019-05-15
303 CISCO SYSTEMS INC
P
2020-04-24
20 MCDONALDS CORP
P
2020-04-21
163 TE CONNECTIVITY LTD
P
2020-03-23
268 CONSTELLATION BRANDS INC
P
2020-03-17
55 EXXON MOBIL CORP
P
2020-03-11
1,312 WELLS FARGO & CO
P
2020-03-02
5 MICROSOFT CORP
P
2020-02-26
8 MICROSOFT CORP
P
2020-02-07
625 CROWN CASTLE INTL CORP
P
2020-01-24
34 TE CONNECTIVITY LTD
P
2020-01-23
1,026 PAYCHEX INC
P
2019-12-20
79 BOEING CO
P
2019-11-04
1,118 ALTRIA GROUP INC
P
2019-09-11
242 MCDONALDS CORP
P
2019-08-19
788 TEXAS INSTRUMENTS INC
P
2019-08-07
9 AIR PRODUCTS & CHEMICALS INC
P
2019-07-11
19 ABBOTT LABORATORIES
P
2019-05-31
739 ABBOTT LABORATORIES
P
2019-05-16
87 MARSH & MCLENNAN COS
P
2019-05-15
40 AUTOMATICA DATA PROCESSING
P
2019-05-15
160 JPMORGAN CHASE & CO
P
2019-05-15
90 REALTY INCOME CORP
P
2019-05-15
37 TJX COMPANIES INC
P
2020-04-24
1,287 REALTY INCOME CORP
P
2020-04-07
128 TE CONNECTIVITY LTD
P
2020-03-23
63 CONSTELLATION BRANDS INC
P
2020-03-17
9 MICROSOFT CORP
P
2020-03-11
18 ABBOTT LABORATORIES
P
2020-03-02
63 WILLIAMS COS INC
P
2020-02-26
15 NEXTRA ENERGY INC
P
2020-02-03
975 TRUIST FINANCIAL CORP
P
2020-01-24
46 NEXTERA ENERGY INC
P
2020-01-23
15 PAYCHEX INC
P
2019-12-20
3,160 HP INC
P
2019-10-24
21 ALTRIA GROUP INC
P
2019-09-11
1,405 CISCO SYSTEMS INC
P
2019-08-15
87 ELI LILLY & CO
P
2019-08-07
9 AMGEN INC
P
2019-07-11
163 ABBOTT LABORATORIES
P
2019-05-31
52 MCDONALDS CORP
P
2019-05-15
21 BLACKROCK INC
P
2019-05-15
300 BB&T CORP
P
2019-05-15
90 JOHNSON & JOHNSON
P
2019-05-15
70 SEMPRA ENERGY
P
2019-05-15
39 BROADCOM INC
P
2020-04-24
23 REALTY INCOME CORP
P
2020-04-07
165 TE CONNECTIVITY LTD
P
2020-03-19
1,459 ONEOK INC
P
2020-03-16
478 NIKE INC
P
2020-03-11
25 WELLS FARGO & CO
P
2020-03-02
80 CONSTELLATION BRANDS INC
P
2020-02-26
233 NEXTERA ENERGY INC
P
2020-02-03
104 PEPSICO INC
P
2020-01-23
53 CONSTELLATION BRANDS INC
P
2020-01-23
143 MARSH & MCLENNAN COS
P
2019-12-18
491 BOEING CO
P
2019-10-24
103 BLACKROCK INC
P
2019-09-10
22 CISCO SYSTEMS INC
P
2019-08-15
995 ABBVIE INC
P
2019-08-07
460 MICROSOFT CORP
P
2019-06-24
198 ABBOTT LABORATORIES
P
2019-05-31
223 CISCO SYSTEMS INC
P
2019-05-15
74 JOHNSON & JOHNSON
P
2019-05-15
20 BLACKROCK INC
P
2019-05-15
40 ELI LILLY & CO
P
2019-05-15
50 SIMON PROPERTY GROUP INC
P
2019-05-15
(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
85,453
80,961
4,492
b
9,806
4,134
5,672
c
54,177
98,562
-44,385
d
48,180
70,367
-22,187
e
840
1,709
-869
45,516
46,710
-1,194
72,676
108,310
-35,634
69,295
54,806
14,489
29,925
23,839
6,086
1,846
301
1,545
13,016
10,262
2,754
5,511
4,477
1,034
1,058
1,326
-268
6,371
4,551
1,820
45,806
9,225
36,581
74,961
87,529
-12,568
1,098
219
879
83,203
66,708
16,495
10,730
10,630
100
8,520
8,232
288
5,813
5,438
375
13,373
13,256
117
10,697
7,204
3,493
127,325
79,580
47,745
4,217
4,085
132
1,450
274
1,176
14,238
21,707
-7,469
40,397
56,814
-16,417
50,831
75,428
-24,597
1,465
2,231
-766
86,294
12,756
73,538
4,197
3,341
856
15,702
12,535
3,167
17,193
13,465
3,728
38,197
31,052
7,145
61,352
80,714
-19,362
42,309
43,216
-907
951
192
759
18,613
21,819
-3,206
26,565
21,752
4,813
4,360
4,407
-47
9,280
8,718
562
9,429
12,073
-2,644
9,670
9,271
399
8,490
7,121
1,369
16,326
9,179
7,147
14,489
12,776
1,713
14,289
12,048
2,241
984
1,875
-891
46,485
60,137
-13,652
49,893
102,429
-52,536
9,407
13,837
-4,430
79,751
110,519
-30,768
15,740
19,384
-3,644
70,603
72,966
-2,363
13,392
14,510
-1,118
13,613
10,494
3,119
26,860
22,033
4,827
1,201
1,716
-515
8,259
8,474
-215
12,316
12,307
9
38,661
45,151
-6,490
1,861
1,437
424
45,374
30,002
15,372
9,520
10,468
-948
11,112
9,827
1,285
19,021
7,320
11,701
3,776
2,088
1,688
6,953
5,212
1,741
13,955
13,272
683
3,181
3,107
74
75,566
14,262
61,304
51,380
125,768
-74,388
1,771
3,652
-1,881
5,289
7,591
-2,302
72,294
93,944
-21,650
1,676
1,626
50
47,846
19,399
28,447
14,666
12,299
2,367
1,428
1,155
273
115,947
116,109
-162
2,332
1,254
1,078
44,020
44,064
-44
17,884
17,840
44
4,435
5,171
-736
93,533
72,050
21,483
49,385
47,364
2,021
7,353
7,087
266
7,612
7,319
293
3,341
3,418
-77
13,814
11,390
2,424
6,145
6,145
2,257
3,082
-825
11,644
10,979
665
40,194
8,020
32,174
73,962
171,460
-97,498
3,710
6,150
-2,440
49,857
42,696
7,161
4,035
4,924
-889
13,801
16,947
-3,146
1,343
1,389
-46
1,708
1,354
354
13,305
12,303
1,002
53,443
9,772
43,671
135,751
53,474
82,277
6,758
6,779
-21
4,848
4,855
-7
45,184
52,845
-7,661
1,633
1,306
327
695
530
165
8,990
8,613
377
9,403
9,215
188
5,511
5,458
53
21,102
4,654
16,448
4,927
3,968
959
3,117
3,117
10,458
9,821
637
75,108
218,610
-143,502
49,841
112,987
-63,146
1,281
2,114
-833
39,487
47,560
-8,073
49,075
60,509
-11,434
27,678
33,783
-6,105
10,424
4,217
6,207
11,916
8,337
3,579
13,548
11,721
1,827
898
164
734
47,018
16,660
30,358
9,371
9,745
-374
13,783
14,227
-444
23,615
27,999
-4,384
56,229
12,209
44,020
681
697
-16
8,316
8,316
7,812
7,272
540
12,482
8,253
4,229
4,613
4,140
473
8,685
4,661
4,024
4,318
6,910
-2,592
8,106
7,856
250
1,424
274
1,150
1,376
3,381
-2,005
37,363
47,140
-9,777
50,891
70,528
-19,637
30,485
44,180
-13,695
4,199
4,162
37
45,968
38,576
7,392
12,075
9,889
2,186
11,780
10,459
1,321
2,233
2,338
-105
69,907
43,989
25,918
17,650
18,219
-569
1,519
996
523
12,290
14,126
-1,836
85,888
68,532
17,356
760
164
596
8,734
8,377
357
4,824
4,829
-5
1,436
1,413
23
17,325
9,303
8,022
2,797
2,797
10,444
8,754
1,690
2,336
2,336
90,606
195,832
-105,226
1,011
2,475
-1,464
90,697
108,564
-17,867
36,066
48,562
-12,496
29,051
27,533
1,518
4,555
4,394
161
51,811
25,549
26,262
13,395
14,097
-702
41,384
17,886
23,498
41,669
31,138
10,531
1,389
1,111
278
21,052
21,608
-556
1,765
1,807
-42
17,463
20,054
-2,591
1,135
247
888
32,678
33,003
-325
5,945
6,109
-164
8,285
4,555
3,730
4,543
5,125
-582
1,991
1,901
90
5,168
5,796
-628
5,258
4,764
494
14,246
12,856
1,390
1,523
4,474
-2,951
1,171
2,660
-1,489
48,191
79,944
-31,753
7,683
8,201
-518
513
746
-233
48,435
47,222
1,213
48,739
31,054
17,685
831
832
-1
144,532
63,891
80,641
2,084
2,084
15,752
10,922
4,830
42,915
45,875
-2,960
20,692
21,114
-422
21,394
24,594
-3,200
92,484
50,308
42,176
78,928
17,054
61,874
11,008
10,533
475
1,542
540
1,002
2,746
3,629
-883
12,490
6,077
6,413
923
662
261
3,782
4,417
-635
9,439
12,361
-2,922
67,494
12,975
54,519
898
1,826
-928
2,826
4,132
-1,306
30,796
32,799
-2,003
43,520
6,926
36,594
70,050
59,322
10,728
54,137
38,940
15,197
6,330
5,886
444
53,428
22,258
31,170
3,407
3,563
-156
37,213
17,902
19,311
10,534
11,214
-680
1,763
914
849
5,811
6,685
-874
1,625
1,317
308
31,088
23,321
7,767
11,194
10,220
974
14,218
9,930
4,288
13,277
8,135
5,142
12,686
9,200
3,486
79,958
56,421
23,537
9,728
10,428
-700
3,477
3,431
46
1,771
3,829
-2,058
36,046
48,304
-12,258
130,384
253,859
-123,475
5,253
6,534
-1,281
75,923
109,775
-33,852
1,268
1,084
184
47,064
21,417
25,647
5,645
5,267
378
997
704
293
89,902
94,425
-4,523
49,690
34,890
14,800
54,013
55,927
-1,914
49,024
56,029
-7,005
9,283
10,720
-1,437
44,727
24,512
20,215
8,941
9,047
-106
8,304
8,156
148
3,093
1,598
1,495
14,998
11,682
3,316
9,254
7,484
1,770
4,811
766
4,045
212,155
188,400
23,755
66,997
93,792
-26,795
4,381
5,902
-1,521
75,912
13,249
62,663
89,265
45,629
43,636
46,943
55,081
-8,138
86,820
13,222
73,598
43,580
40,238
3,342
10,450
9,523
927
3,297
2,189
1,108
24,867
26,021
-1,154
13,318
9,405
3,913
52,075
30,198
21,877
7,281
7,565
-284
16,340
18,793
-2,453
7,685
4,224
3,461
35,983
36,497
-514
9,267
8,311
956
6,708
6,876
-168
5,927
4,517
1,410
3,423
4,431
-1,008
12,548
15,601
-3,053
3,655
3,287
368
8,593
14,521
-5,928
34,164
49,057
-14,893
2,410
4,694
-2,284
56,569
63,020
-6,451
860
137
723
1,438
219
1,219
92,635
51,583
41,052
3,396
3,226
170
87,493
41,381
46,112
26,853
28,230
-1,377
49,057
29,185
19,872
52,686
43,703
8,983
92,074
48,219
43,855
2,043
1,297
746
1,438
788
650
56,457
57,142
-685
8,236
7,856
380
6,311
5,954
357
17,525
9,717
7,808
6,135
5,210
925
1,723
2,174
-451
57,010
73,744
-16,734
6,469
11,398
-4,929
8,376
11,167
-2,791
1,412
247
1,165
1,458
745
713
1,301
1,881
-580
4,020
1,581
2,439
54,893
38,153
16,740
11,657
4,850
6,807
1,277
645
632
53,920
67,589
-13,669
921
686
235
73,223
27,797
45,426
9,474
9,823
-349
1,633
1,547
86
12,323
6,750
5,573
10,338
9,391
947
9,339
8,897
442
14,601
12,190
2,411
12,316
8,577
3,739
9,042
8,095
947
9,947
12,400
-2,453
1,019
1,519
-500
10,012
14,914
-4,902
43,783
89,028
-45,245
40,680
41,166
-486
1,121
1,247
-126
16,102
15,257
845
62,277
24,325
37,952
14,627
12,079
2,548
10,035
10,190
-155
15,905
12,913
2,992
165,698
186,853
-21,155
43,687
39,189
4,498
1,147
754
393
64,952
26,707
38,245
63,142
12,592
50,550
14,923
8,198
6,725
11,562
11,482
80
10,183
10,230
-47
8,881
3,143
5,738
4,576
4,516
60
8,741
8,723
18
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
4,492
b
5,672
c
-44,385
d
-22,187
e
-869
-1,194
-35,634
14,489
6,086
1,545
2,754
1,034
-268
1,820
36,581
-12,568
879
16,495
100
288
375
117
3,493
47,745
132
1,176
-7,469
-16,417
-24,597
-766
73,538
856
3,167
3,728
7,145
-19,362
-907
759
-3,206
4,813
-47
562
-2,644
399
1,369
7,147
1,713
2,241
-891
-13,652
-52,536
-4,430
-30,768
-3,644
-2,363
-1,118
3,119
4,827
-515
-215
9
-6,490
424
15,372
-948
1,285
11,701
1,688
1,741
683
74
61,304
-74,388
-1,881
-2,302
-21,650
50
28,447
2,367
273
-162
1,078
-44
44
-736
21,483
2,021
266
293
-77
2,424
-825
665
32,174
-97,498
-2,440
7,161
-889
-3,146
-46
354
1,002
43,671
82,277
-21
-7
-7,661
327
165
377
188
53
16,448
959
637
-143,502
-63,146
-833
-8,073
-11,434
-6,105
6,207
3,579
1,827
734
30,358
-374
-444
-4,384
44,020
-16
540
4,229
473
4,024
-2,592
250
1,150
-2,005
-9,777
-19,637
-13,695
37
7,392
2,186
1,321
-105
25,918
-569
523
-1,836
17,356
596
357
-5
23
8,022
1,690
-105,226
-1,464
-17,867
-12,496
1,518
161
26,262
-702
23,498
10,531
278
-556
-42
-2,591
888
-325
-164
3,730
-582
90
-628
494
1,390
-2,951
-1,489
-31,753
-518
-233
1,213
17,685
-1
80,641
2,084
4,830
-2,960
-422
-3,200
42,176
61,874
475
1,002
-883
6,413
261
-635
-2,922
54,519
-928
-1,306
-2,003
36,594
10,728
15,197
444
31,170
-156
19,311
-680
849
-874
308
7,767
974
4,288
5,142
3,486
23,537
-700
46
-2,058
-12,258
-123,475
-1,281
-33,852
184
25,647
378
293
-4,523
14,800
-1,914
-7,005
-1,437
20,215
-106
148
1,495
3,316
1,770
4,045
23,755
-26,795
-1,521
62,663
43,636
-8,138
73,598
3,342
927
1,108
-1,154
3,913
21,877
-284
-2,453
3,461
-514
956
-168
1,410
-1,008
-3,053
368
-5,928
-14,893
-2,284
-6,451
723
1,219
41,052
170
46,112
-1,377
19,872
8,983
43,855
746
650
-685
380
357
7,808
925
-451
-16,734
-4,929
-2,791
1,165
713
-580
2,439
16,740
6,807
632
-13,669
235
45,426
-349
86
5,573
947
442
2,411
3,739
947
-2,453
-500
-4,902
-45,245
-486
-126
845
37,952
2,548
-155
2,992
-21,155
4,498
393
38,245
50,550
6,725
80
-47
5,738
60
18
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
601,071
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
1,619,087
32,314,056
0.050105
2017
1,438,833
28,862,993
0.049850
2016
1,330,391
26,520,766
0.050164
2015
1,209,404
24,817,127
0.048733
2014
1,301,614
25,692,678
0.050661
2
Total
of line 1, column (d)
.....................
2
0.249513
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
0.049903
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
31,521,690
5
Multiply line 4 by line 3
......................
5
1,573,027
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
11,643
7
Add lines 5 and 6
........................
7
1,584,670
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,471,166
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
23,287
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
3
Add lines 1 and 2
...........................
3
23,287
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
23,287
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
62,400
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
62,400
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
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
39,113
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
11,800
Refunded
11
27,313
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
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
No
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
WWW.MCFARLANEFOUNDATION.ORG
14
The books are in care of
DENIS P COLEMAN
Telephone no.
(561) 246-4370
Located at
700 S DIXIE HIGHWAY 110
WEST PALM BEACH
FL
ZIP+4
33401
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
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
DENIS P COLEMAN
PRES/DIR
3.00
0
0
0
700 S DIXIE HIGHWAY 110
WEST PALM BEACH
,
FL
33401
CHRISTY L PETERSON
SECTY/DIR
1.00
0
0
0
700 S DIXIE HIGHWAY 110
WEST PALM BEACH
,
FL
33401
FRANK CHOPIN
TREAS/DIR
1.00
0
0
0
700 S DIXIE HIGHWAY 110
WEST PALM BEACH
,
FL
33401
BRIDGET CATHLEEN HEALEY
DIRECTOR
1.00
0
0
0
700 S DIXIE HIGHWAY 110
WEST PALM BEACH
,
FL
33401
JEFF SMITH
DIRECTOR
1.00
0
0
0
700 S DIXIE HIGHWAY 110
WEST PALM BEACH
,
FL
33401
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
RITA S JOHNSON
ADMINISTRATO
20.00
77,625
700 S DIXIE HIGHWAY 110
WEST PALM BEACH
,
FL
33401
Total
number of other employees paid over $50,000
...................
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
.............
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
N/A
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
30,950,708
b
Average of monthly cash balances
.......................
1b
935,876
c
Fair market value of all other assets (see instructions)
................
1c
115,132
d
Total
(add lines 1a, b, and c)
.........................
1d
32,001,716
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
32,001,716
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
480,026
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
31,521,690
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,576,085
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
1,576,085
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
23,287
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
23,287
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,552,798
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
1,552,798
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,552,798
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
1,471,166
b
Program-related investments—total from Part IX-B
..................
1b
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
1,471,166
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
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,471,166
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
1,552,798
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
64,494
b
From 2015
......
c
From 2016
......
28,091
d
From 2017
......
25,369
e
From 2018
......
65,698
f
Total
of lines 3a through e
........
183,652
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,471,166
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
1,471,166
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
81,632
81,632
(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
102,020
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
102,020
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
10,953
c
Excess from 2017
....
25,369
d
Excess from 2018
....
65,698
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CATHLEEN MCFARLANE FOUNDATION INC
700 S DIXIE HIGHWAY 110
WEST PALM BEACH
,
FL
33401
(561) 246-4370
INFO@MCFARLANEFOUNDATION.ORG
b
The form in which applications should be submitted and information and materials they should include:
PLEASE REFER TO OUR WEBSITE AT WWW.MCFARLANEFOUNDATION.ORG
c
Any submission deadlines:
N/A
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ONLY APPLICATIONS FROM QUALIFIED COMMUNITY BASED ORGANIZATIONS WORKING TO HELP PREVENT, SERVE, AND RECOVER THE HOMELESS, THE ADDICTED, AND VULNERABLE ANIMALS BY NOURISHING THEIR WELFARE WILL BE CONSIDERED.
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
ADOPT-A-FAMILY
1712 SECOND AVENUE NORTH
LAKE WORTH
,
FL
33460
NONE
PUBLIC
HOUSING STABILIZATION PROGRAM
100,000
ARTHRITIS FOUNDATION
400 HIBISCUS STREET
SUITE 100
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
UNRESTRICTED
100
BIG DOG RANCH RESCUE
11390 JOG ROAD
SUITE 101
PALM BCH GARDENS
,
FL
33418
NONE
PUBLIC
UNRESTRICTED
10,000
CARIBBEAN AUTISM PROJECT
3450 NORTHLAKE BOULEVARD
SUITE 203
PALM BCH GARDENS
,
FL
33403
NONE
PUBLIC
UNRESTRICTED
10,000
CATHOLIC CHARITIES OF PALM BEACH
9995 N MILITARY TRAIL
PALM BEACH GARDENS
,
FL
33410
NONE
PUBLIC
SHARECARE
50,000
CITYHOUSE DELRAY BEACH INC
2250 FLORIDA BLVD
DELRAY BEACH
,
FL
33483
NONE
PUBLIC
UNRESTRICTED
20,000
COMMUNITY FOUND OF MIDDLE TENNESSEE
PO BOX 440225
NASHVILLE
,
TN
37244
NONE
PUBLIC
UNRESTRICTED
10,000
CROSSROADS CLUB
1700 LAKE IDA ROAD
DELRAY BEACH
,
FL
33445
NONE
PUBLIC
TRANSITIONAL SERVICES
25,000
DARBSTER FOUNDATION
1226 OMAR ROAD
WEST PALM BEACH
,
FL
33405
NONE
PUBLIC
UNRESTRICTED
20,000
FAITH HOPE LOVE AND CHARITY
3175 S CONGRESS AVENUE
SUITE 310
PALM SPRINGS
,
FL
33461
NONE
PUBLIC
UNRESTRICTED
106,000
FAMILY PROMISE OF N CENTRAL PALM
1003 ALLENDALE ROAD
WEST PALM BEACH
,
FL
33405
NONE
PUBLIC
UNRESTRICTED
35,000
FAMILY PROMISE OF SOUTH PALM BEACH
840 GEORGE BUSH BLVD
DELRAY BEACH
,
FL
33483
NONE
PUBLIC
ROAD TO INDEPENDENCE PROGRAM
10,000
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACE
PEMBROKE PARK
,
FL
33023
NONE
PUBLIC
UNRESTRICTED
10,000
FERN HOUSE
1958 CHURCH STREET
WEST PALM BEACH
,
FL
33409
NONE
PUBLIC
UNRESTRICTED
25,000
FIRST HAITIAN BAPTIST CHURCH
200 SW AVENUE B
BELLE GLADE
,
FL
33430
NONE
PUBLIC
TRANSPORTATION VEHICLES
44,576
HANLEY FOUNDATION
700 S DIXIE HIGHWAY
SUITE 103
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
SCHOLARSHIP PROGRAM
135,000
HISTORICAL SOCIETY OF PALM BEACH
PO BOX 4364
WEST PALM BEACH
,
FL
33402
NONE
PUBLIC
UNRESTRICTED
960
HOMELESS COALITION OF PALM BEACH CO
810 DATURA STREET
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
UNRESTRICTED
550
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREET
NEW YORK
,
NY
10021
NONE
PUBLIC
UNRESTRICTED
10,000
HOUSE OF HOPE
908 SW 1ST STREET
FORT LAUDERDALE
,
FL
33312
NONE
PUBLIC
UNRESTRICTED
25,000
JACK THE BIKE MAN
2406 FLORIDA AVENUE
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
EARN A BIKE PROJECT
45,000
KIDSANCTUARY CAMPUS INC
700 S DIXIE HIGHWAY
SUITE 101
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
UNRESTRICTED
45,000
PARTNERS IN HEALTH
211 PERUVIAN AVENUE
PALM BEACH
,
FL
33480
NONE
PUBLIC
UNRESTRICTED
10,000
PASSION FOR PAWS
PO BOX 373
PALM BEACH
,
FL
33480
NONE
PUBLIC
UNRESTRICTED
10,000
PLACE OF HOPE
9078 ISAIAH DRIVE
PALM BCH GARDENS
,
FL
33418
NONE
PUBLIC
UNRESTRICTED
195,000
PROJECT LIFT
1330 SW 34TH STREET
PALM CITY
,
FL
34990
NONE
PUBLIC
UNRESTRICTED
85,000
ST ANN PLACE
2107 N DIXIE HIGHWAY
WEST PALM BEACH
,
FL
33407
NONE
PUBLIC
HYGIENE & RESPITE PROGRAMS
60,000
SUNSET HOUSE
8800 SUNSET DRIVE
PALM BCH GARDENS
,
FL
33410
NONE
PUBLIC
PATIENT AID PROGRAM
18,000
THE LORD'S PLACE
PO BOX 3265
WEST PALM BEACH
,
FL
33402
NONE
PUBLIC
UNRESTRICTED
50,150
TOWN OF PALM BEACH UNITED WAY
44 COCOANUT ROW
SUITE M201
PALM BEACH
,
FL
33480
NONE
PUBLIC
BAHAMAS HURRICANE RELIEF
100,000
VITA NOVA
2724 N AUSTRALIAN AVENUE
WEST PALM BEACH
,
FL
33407
NONE
PUBLIC
EDUCATION & EMPLOYMENT ASSISTANCE
27,720
WOUNDED VETERANS RELIEF FUND
1335 OLD DIXIE HIGHWAY
UNIT 3
LAKE PARK
,
FL
33403
NONE
PUBLIC
UNRESTRICTED
75,000
Total
.................................
3a
1,368,056
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
8,485
4
Dividends and interest from securities
....
14
822,429
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
601,071
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)
..
1,431,985
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,431,985
(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