-
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
The Elizabeth B and Arthur E Roswell
Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)
co AFS One South Street No 2950
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Baltimore
,
MD
21202
A Employer identification number
52-1490498
B
Telephone number (see instructions)
(410) 347-7201
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)
$
18,410,066
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)
1,747,638
2
Check
.............
3
Interest on savings and temporary cash investments
314
314
4
Dividends and interest from securities
...
507,378
507,378
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
233,505
b
Gross sales price for all assets on line 6a
328,709
7
Capital gain net income (from Part IV, line 2)
...
233,505
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)
.......
1,503
1,503
12
Total.
Add lines 1 through 11
........
2,490,338
742,700
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
36,195
0
36,195
15
Pension plans, employee benefits
.......
7,753
0
7,753
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
45,000
13,500
31,500
c
Other professional fees (attach schedule)
....
3,919
3,919
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
20,633
8,883
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
4,697
0
4,697
21
Travel, conferences, and meetings
.......
20,178
0
20,178
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,247
0
1,247
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
139,622
26,302
101,570
25
Contributions, gifts, grants paid
.......
893,492
893,492
26
Total expenses and disbursements.
Add lines 24 and 25
1,033,114
26,302
995,062
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,457,224
b
Net investment income
(if negative, enter -0-)
716,398
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
.........
2,841,437
3,261,083
3,261,083
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)
.......
10,754,014
10,754,979
13,305,703
c
Investments—corporate bonds (attach schedule)
.......
1,130,004
1,175,182
1,080,314
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
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
18,455
762,966
762,966
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
14,743,910
15,954,210
18,410,066
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
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
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
14,743,910
15,954,210
29
Total net assets or fund balances
(see instructions)
.....
14,743,910
15,954,210
30
Total liabilities and net assets/fund balances
(see instructions)
.
14,743,910
15,954,210
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
14,743,910
2
Enter amount from Part I, line 27a
.....................
2
1,457,224
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
16,201,134
5
Decreases not included in line 2 (itemize)
5
246,924
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
15,954,210
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
5,500 shares of BP stock
D
2019-04-09
2019-04-12
b
Nutrien Ltd 6.5% 5/15/19
P
2018-04-10
2019-05-15
c
Capital Gains Dividends
P
d
e
(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
248,322
714
247,608
b
80,000
94,490
-14,490
c
387
387
d
e
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
247,608
b
-14,490
c
387
d
e
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
233,505
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
834,811
15,669,562
0.053276
2017
797,685
14,356,007
0.055565
2016
622,416
12,780,350
0.048701
2015
678,337
12,069,918
0.056201
2014
598,418
13,136,954
0.045552
2
Total
of line 1, column (d)
.....................
2
0.259295
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
0.051859
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
17,623,109
5
Multiply line 4 by line 3
......................
5
913,917
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
7,164
7
Add lines 5 and 6
........................
7
921,081
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,745,062
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
7,164
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
7,164
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
7,164
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
12,555
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
12,555
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
5,391
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
5,391
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
Yes
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
Jennifer L Bove CPA
Telephone no.
(410) 347-7205
Located at
One South Street Ste 2950
Baltimore
MD
ZIP+4
21202
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
Elizabeth B Roswell
Chairman of the Board/Trus
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
Arthur E Roswell
President/Trustee
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
Robert A Roswell
Vice President/Trustee
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
Majorie B Roswell
Vice President/Trustee
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
Judith R Weinstein
Vice President/Trustee
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
Barbara S Roswell
Vice President/Trustee
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
Kenneth B Weinstein
Vice President/Trustee
0.00
0
0
0
c/o AFS One South Street
baltimore
,
MD
21202
Jill R Robinson
Secretary
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
Anne A Patterson
Assistant Secretary
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
Anne A Patterson
Treasurer
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
Sandra L Glock
Assistant Treasurer
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
David I Roswell
Trustee
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
Michael E Roswell
Trustee
0.00
0
0
0
c/o AFS One South Street
Baltimore
,
MD
21202
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
Calvert Impact Capital Community Investment - a loan to finance intermediaries and funds that are investing in communities left out of traditional capital markets.
375,000
2
Reinvestment Fund Promissory Note - a loan to provide financing to build wealth and opportunity for low-wealth communities and low-and-moderate-income individuals.
375,000
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
750,000
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
13,531,831
b
Average of monthly cash balances
.......................
1b
4,359,650
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
17,891,481
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
17,891,481
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
268,372
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
17,623,109
6
Minimum investment return.
Enter 5% of line 5
..................
6
881,155
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
881,155
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
7,164
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
7,164
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
873,991
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
873,991
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
873,991
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
995,062
b
Program-related investments—total from Part IX-B
..................
1b
750,000
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
1,745,062
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
7,164
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,737,898
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
873,991
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
80,307
c
From 2016
......
29,354
d
From 2017
......
110,839
e
From 2018
......
102,318
f
Total
of lines 3a through e
........
322,818
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,745,062
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
873,991
e
Remaining amount distributed out of corpus
871,071
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
1,193,889
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,193,889
10
Analysis of line 9:
a
Excess from 2015
....
80,307
b
Excess from 2016
....
29,354
c
Excess from 2017
....
110,839
d
Excess from 2018
....
102,318
e
Excess from 2019
....
871,071
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:
Ms Betsy Ringel
BPG One South St Ste 2900
Baltimore
,
MD
212023334
(410) 347-7201
b
The form in which applications should be submitted and information and materials they should include:
Letter
c
Any submission deadlines:
None
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
This organization does not make gifts or grants to individuals.
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
Alliance For Global Justice
225 East 26th Street Suite 1
Tucson
,
AZ
857132925
501(c)(3)
general support for Philly Thrive
20,000
American Red Cross of Central New Jersey
707 Alexander Road Suite 101
Princeton
,
NJ
08540
501(c)(3)
general support
6,000
Americans United for Separation of Church and State Inc
1310 L Street NW Suite 200
Washington
,
DC
200054563
501(c)(3)
general support
7,000
Awbury Arboretum Association
Francis Cope House1 Awbury Road
Philadelphia
,
PA
191381505
501(c)(3)
support for educational programs
5,000
Baltimore Green Map
PO Box 16244
Baltimore
,
MD
212100244
501(c)(3)
general support
5,000
Baltimore Green Space
1212 North Wolfe Street
Baltimore
,
MD
212133303
501(c)(3)
general support
15,000
Baltimore Tree Trust Inc
PO Box 26202
Baltimore
,
MD
212100102
501(c)(3)
general support
5,000
Bike Maryland
1415 Bush Street
Baltimore
,
MD
21230
501(c)(3)
general support
5,000
Bikemore
2209 Maryland Avenue
Baltimore
,
MD
212185627
501(c)(3)
general support
8,000
Black Youth Project 100
239 E 51st Street
Chicago
,
IL
606153405
501(c)(3)
general support
5,000
Blue Water Baltimore
2631 Sisson Street
Baltimore
,
MD
212113119
501(c)(3)
general support
10,000
The Book Thing
3001 Vineyard Lane
Baltimore
,
MD
212183941
501(c)(3)
general support
2,500
Brain & Behavior Research Foundation
747 Third Avenue 33rd Floor
New York
,
NY
10017
501(c)(3)
support for research in the treatment of schizophrenia
5,000
Brown Memorial Tutoring Program
1316 Park Avenue
Baltimore
,
MD
21217
501(c)(3)
general support
2,500
Buckeye Environmental Network
PO Box 824
Athens
,
OH
457010824
501(c)(3)
general support for Black Belt Citizens
20,000
Cancer Support Community Central New Jersey
3 Crossroads Drive
Bedminster
,
NJ
079212614
501(c)(3)
general support
2,500
CeaseFire Pennsylvania Education Fund
PO Box 60095
Philadelphia
,
PA
19102
501(c)(3)
general support
5,000
The Center for Popular Democracy
449 Troutman Street Suite A
Brooklyn
,
NY
112372790
501(c)(3)
general support for Maryland Communities United
2,500
Center for Urban Families Inc
2201 North Monroe Street
Baltimore
,
MD
212171321
501(c)(3)
general support
2,500
Chesapeake Climate Action Network
6930 Carroll Avenue Suite 720
Takoma Park
,
MD
209124499
501(c)(3)
general support
7,500
Civic Works Inc
2701 Saint Lo Drive
Baltimore
,
MD
212131100
501(c)(3)
support for the Baltimore Orchard Project
4,000
Clean Water Fund
1444 Eye Street NW Suite 400
Washington
,
DC
200056538
501(c)(3)
general support
10,000
Commonwealth Youthchoirs
35 West Chelten Avenue
Philadelphia
,
PA
191442701
501(c)(3)
general support
2,500
Corporate Accountability International
10 Milk Street Suite 610
Boston
,
MA
021084600
501(c)(3)
general support
5,000
Democracy Now
207 West 25th Street Floor 11
New York
,
NY
100017161
501(c)(3)
general support
7,500
Earth Quaker Action Team
4510 Kingsessing Avenue
Philadelphia
,
PA
191433713
501(c)(3)
general support
20,000
Electronic Frontier Foundation
815 Eddy Street
San Francisco
,
CA
941097701
501(c)(3)
general support
15,000
Environmental Defense Fund
257 Park Avenue South
New York
,
NY
100107304
501(c)(3)
support for the Clean Air for Baltimore project and general support
17,500
Environmental Grantmakers Association
475 Riverside Drive Suite 960
New York
,
NY
101150066
501(c)(3)
membership support for 2019 and 2020
6,492
Face to Face
123 East Price Street
Philadelphia
,
PA
191442145
501(c)(3)
general support
7,500
Fairmount Park Conservancy
1617 John F Kennedy Boulevard Suite
1670
Philadelphia
,
PA
191031816
501(c)(3)
general support
5,000
Florida Rights Restoration Coalition Education Fund
PO Box 618147
Orlando
,
FL
32861
501(c)(3)
support for the Florida Rights Restoration Coalition
3,000
Food Bank Network of Somerset County Inc
PO Box 149
Bound Brook
,
NJ
088050149
501(c)(3)
general support
7,500
Food Moxie
559 Carpenter Lane
Philadelphia
,
PA
191193402
501(c)(3)
general support
2,500
Foundation of the Oscar and Ella Wilf Campus for Senior Living
350 DeMott Lane
Somerset
,
NJ
088734976
501(c)(3)
support for the hospice program
2,500
Friends of the Wissahickon
40 West Evergreen Avenue Suite 108
Philadelphia
,
PA
191183324
501(c)(3)
general support
5,000
Fulphil
3675 Market Street
Philadelphia
,
PA
19104
501(c)(3)
general support
5,000
Fusion Partnerships Inc
1601 Guilford Avenue 2 South
Baltimore
,
MD
212022877
501(c)(3)
general support
8,000
Future Harvest CASA
1114 Shawan Road Suite 1
Cockeysville
,
MD
210301385
501(c)(3)
support for the Community Ownership, Empowerment, and Prosperity Project
5,000
Genesis at the Crossroads
PO Box 14781
Chicago
,
IL
60614
501(c)(3)
general support
4,000
Germantown United Community Development Corporation
5320 Germantown Avenue
Philadelphia
,
PA
19144
501(c)(3)
general support and support for the Fund for Germantown
11,000
Global Greengrants Fund
2840 Wilderness Place Suite A
Boulder
,
CO
803015414
501(c)(3)
general support
10,000
Goucher College
1021 Dulaney Valley Road
Baltimore
,
MD
212042794
501(c)(3)
support for the Goucher Prison Education Partnership
16,000
Habitat for Humanity Philadelphia
1829 North 19th Street
Philadelphia
,
PA
191212205
501(c)(3)
support for the Critical Home Repair Program
10,000
HomeSharing of Somerset County
120 Finderne Avenue
Bridgewater
,
NJ
088073670
501(c)(3)
general support
6,000
Hopewell Fund
1201 Connecticut Avenue NW
Washington
,
DC
200362605
501(c)(3)
general support for its project, the Movement Institute
50,000
Information Technology Disaster Resource Center
PO Box 79146
Fort Worth
,
TX
761790146
501(c)(3)
general support
10,000
Inn Dwelling
109 East Price Street
Philadelphia
,
PA
191442145
501(c)(3)
general support
5,000
Interfaith Hospitality Network of Somerset County Inc
98 West End Avenue
Somerville
,
NJ
08876
501(c)(3)
general support
4,000
Irvine Natural Science Center
11201 Garrison Forrest Road
Owings Mills
,
MD
211172943
501(c)(3)
general support
2,500
Jews United for Justice
1100 H Street NW Suite 630
Washington
,
DC
20005
501(c)(3)
support for the police accountability work in Baltimore
3,750
League of Conservation Voters Education Fund
740 15th Street NW Suite 700
Washington
,
DC
20005
501(c)(3)
general support
5,000
Legal Assistance of Western New York
361 South Main Street
Geneva
,
NY
144562645
501(c)(3)
support for the David B. Pels Memorial Fund
5,000
Living Beyond Breast Cancer
40 Monument Road Suite 104
Bala Cynwyd
,
PA
190041713
501(c)(3)
general support
2,500
The Loading Dock
2 North Kresson Street
Baltimore
,
MD
212241708
501(c)(3)
general support
3,000
Louisiana Bucket Brigade
2803 Saint Phillip Street
New Orleans
,
LA
70119
501(c)(3)
general support
20,000
Maryland Food Bank Inc
2200 Halethorpe Farms Road
Baltimore
,
MD
212270000
501(c)(3)
general support
7,000
Maryland Pesticide Education Network
1501 Saint Paul Street Suite 123
Baltimore
,
MD
21202
501(c)(3)
general support
3,000
MAZON Inc
10850 Wilshire Boulevard Suite 400
Los Angeles
,
CA
900244316
501(c)(3)
general support
9,000
Mighty Writers
1501 Christian Street
Philadelphia
,
PA
191462112
501(c)(3)
general support
2,500
Mural Arts Philadelphia
1727-29 Mount Vernon Street
Philadelphia
,
PA
191303321
501(c)(3)
general support
5,000
NARAL Pro Choice Maryland Fund Inc
1323 North Calvert Street Suite A
Baltimore
,
MD
21202
501(c)(3)
general support
11,000
NARAL Pro-Choice America Foundation
1725 Eye Street NW Suite 900
Washington
,
DC
20006
501(c)(3)
general support
10,000
National Family Farm Coalition
c/o NAMA222 Main Street
Gloucester
,
MA
01930
501(c)(3)
general support
2,500
Natural Resources Defense Council
40 West 20th Street
New York
,
NY
100114211
501(c)(3)
general support
2,500
The Nature Conservancy
International Headquarters4245
North Fairfax Drive Suite 100
Arlington
,
VA
222031637
501(c)(3)
support for the intern program at the South Cape May Meadows
13,000
New Israel Fund
6 East 39th Street Suite 301
New York
,
NY
10016
501(c)(3)
support for the Sheli Fund
15,000
New Jersey League of Conservation Voters Education Fund
PO Box 1237
Trenton
,
NJ
086071237
501(c)(3)
general support
3,750
Nutritional Research Foundation
4 Walter Foran Boulevard Suite 408
Flemington
,
NJ
08822
501(c)(3)
general support
7,500
Out For Justice Inc
1400 East Federal Street
Baltimore
,
MD
21213
501(c)(3)
general support
3,750
Parks & People Foundation
2100 Liberty Heights Avenue
Baltimore
,
MD
212172072
501(c)(3)
general support
12,500
People for The American Way Foundation
1101 15th Street NW Suite 600
Washington
,
DC
200055023
501(c)(3)
general support
10,000
Philabundance
PO Box XXX-XX-XXXX South Galloway
Street
Philadelphia
,
PA
19148
501(c)(3)
general support
7,500
Philabundance
PO Box XXX-XX-XXXX South Galloway
Street
Philadelphia
,
PA
19148
501(c)(3)
capital support for the Philabundance Cooking Kitchen
12,500
Philadelphia Interfaith Hospitality Network Inc
7047 Germantown Avenue
Philadelphia
,
PA
191191865
501(c)(3)
general support
5,000
Philadelphia Student Union
501 South 52nd Street CO1
Philadelphia
,
PA
19143
501(c)(3)
general support
2,500
Philadelphia Youth Basketball Inc
1735 Market Street Concourse Level
Philadelphia
,
PA
19103
501(c)(3)
general support
10,000
POWER An Interfaith Movement
1429 North 11th Street
Philadelphia
,
PA
19121
501(c)(3)
general support
20,000
Preservation Maryland
3600 Clipper Mill Road Suite 248
Baltimore
,
MD
212111949
501(c)(3)
general support for Smart Growth Maryland
5,000
Public Citizens for Children and Youth
990 Spring Garden Street Suite 200
Philadelphia
,
PA
191232606
501(c)(3)
general support
7,500
Resources for Human Development Inc
4700 Wissahickon Avenue
Philadelphia
,
PA
19144
501(c)(3)
general support
15,000
Rutgers Hillel
70 College Avenue
New Brunswick
,
NJ
08901
501(c)(3)
general support
18,000
Safe Sound Somerset
427 Homestead Road
Hillsborough
,
NJ
08844
501(c)(3)
general support
8,500
The Samaritan Community
1407 Bolton Street
Baltimore
,
MD
212174202
501(c)(3)
general support
5,000
The Sentencing Project
1705 Desales Street NW 8th Floor
Washington
,
DC
200364405
501(c)(3)
general support
10,000
SHARE Food Program Inc
2901 West Hunting Park Avenue
Philadelphia
,
PA
191291802
501(c)(3)
support for the Sunday Suppers program
2,500
American Society for the Protection of Nature in Israel
28 Arrandale Avenue
Great Neck
,
NY
110241804
501(c)(3)
general support
10,000
Southern Coalition for Social Justice
1415 West Highway 54 Suite 101
Durham
,
NC
27707
501(c)(3)
general support
5,000
Steps Coalition
11975 Seaway Road Suite A240
Gulfport
,
MS
395036248
501(c)(3)
general support
20,000
Temple University
1115 West Berks Street4th Floor
Gladfelter Hall 025-22
Philadelphia
,
PA
191226089
501(c)(3)
support for the Inside-Out Prison Exchange Program
15,000
Texas Environmental Justice Advocacy Services
900 North Wayside
Houston
,
TX
77011
501(c)(3)
general support
20,000
Texas Jail Project
1712 East Riverside Drive Box 190
Austin
,
TX
78741
501(c)(3)
general support
2,500
Tides Foundation
PO Box 29903
San Francisco
,
CA
941290903
501(c)(3)
general support for the Organizing Empowerment Fund
50,000
Trolley Car Helping Hands
6825 Germantown Avenue 2nd Floor
Philadelphia
,
PA
19119
501(c)(3)
general support
10,000
United Houma Nation
PO Box 4217
Houma
,
LA
70361
501(c)(3)
support for environmental justice activities
20,000
University of Baltimore Foundation
1130 North Charles Street
Baltimore
,
MD
212015506
501(c)(3)
support for the Innocence Project Clinic at the University of Baltimore School of Law
5,000
When We All Vote
PO Box XXX-XX-XXXX L Street NW
Washington
,
DC
200052621
501(c)(3)
support for voter participation and engagement efforts with high school students
20,000
WHYY
Independence Mall West150 North
Sixth Street
Philadelphia
,
PA
191061521
501(c)(3)
general support
3,750
WWFM 891
PO Box 17202
Trenton
,
NJ
08690
501(c)(3)
general support
2,500
Your Public Radio Corporation
2216 North Charles Street
Baltimore
,
MD
212185715
501(c)(3)
general support
10,000
Zufall Health Center
18 West Blackwell Street
Dover
,
NJ
078013841
501(c)(3)
general support for the Somerville center
5,000
Total
.................................
3a
893,492
b
Approved for future payment
Alliance For Youth Organizing
915 5th Street NW
Washington
,
DC
200012501
501(c)(3)
support for activities to promote voter participation among young people
50,000
When We All Vote
PO Box 34673 1400 L Street NW
Washington
,
DC
200052621
support for voter participation and engagement efforts with high school students
25,000
Total
.................................
3b
75,000
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
314
4
Dividends and interest from securities
....
14
507,378
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
18
1,503
8
Gain or (loss) from sales of assets other than
inventory
............
18
233,505
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
742,700
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
742,700
(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