-
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
O'Sullivan Family Charitable Foundation
Number and street (or P.O. box number if mail is not delivered to street address)
P O Box 590005
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Birmingham
,
AL
352590005
A Employer identification number
20-1882904
B
Telephone number (see instructions)
(205) 803-4300
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)
$
4,636,713
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
2,141
2,141
4
Dividends and interest from securities
...
69,367
69,367
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
94,307
b
Gross sales price for all assets on line 6a
902,906
7
Capital gain net income (from Part IV, line 2)
...
94,307
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
........
165,815
165,815
13
Compensation of officers, directors, trustees, etc.
3,000
750
2,250
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
6,743
1,686
5,057
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
1,000
1,000
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
48,476
48,476
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
59,219
51,912
7,307
25
Contributions, gifts, grants paid
.......
200,000
200,000
26
Total expenses and disbursements.
Add lines 24 and 25
259,219
51,912
207,307
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-93,404
b
Net investment income
(if negative, enter -0-)
113,903
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
.............
3,061
1,816
1,816
2
Savings and temporary cash investments
.........
535,147
386,277
386,277
3
Accounts receivable
85
Less: allowance for doubtful accounts
255
85
85
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)
.......
3,073,460
3,130,341
4,248,535
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
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
3,611,923
3,518,519
4,636,713
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
...........
3,611,923
3,518,519
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
29
Total net assets or fund balances
(see instructions)
.....
3,611,923
3,518,519
30
Total liabilities and net assets/fund balances
(see instructions)
.
3,611,923
3,518,519
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
3,611,923
2
Enter amount from Part I, line 27a
.....................
2
-93,404
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
3,518,519
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
3,518,519
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
239 Activision Blizzard Inc
2018-10-10
2019-01-15
b
312 E Trade Financial Corporation
2018-05-18
2019-01-30
c
41 Mastercard Incorporated
2018-03-29
2019-03-26
d
313 Stifel Financial Corp
2018-03-29
2019-01-30
e
30 Trade Desk Inc
2018-05-18
2019-02-22
87 Trade Desk Inc
2018-05-18
2019-05-07
34 Trade Desk Inc
2018-08-30
2019-05-07
245 Weight Watchers International Inc
2018-08-30
2019-03-26
161 Zendesk Inc
2018-08-30
2019-01-30
73 Analog Devices Inc
2017-08-31
2019-03-26
268 CSX Corporation
2017-05-08
2019-04-17
187 Cyrusone Inc
2018-08-30
2019-10-04
97 Diamondback Energy Inc
2017-12-28
2019-11-22
283 Emergent Biosolutions Inc
2018-11-07
2019-11-22
69 Fiserv Inc
2016-06-29
2019-01-30
142 Fiserv Inc
2017-01-31
2019-01-30
92 Fiserv Inc
2017-11-28
2019-01-30
177 Insperity Inc
2018-05-18
2019-12-19
41 Microsoft Corp
2016-03-15
2019-11-22
79 Acadia Healthcare Co Inc
2018-07-27
2019-02-20
287 Cisco Systems Inc
2019-01-30
2019-12-12
259 Corcept Therapeutics Inc
2018-05-03
2019-01-11
125 Abbvie Inc
2018-01-25
2019-03-27
32 Abiomed Inc
2017-07-19
2019-12-11
10 Abiomed Inc
2017-11-28
2019-12-11
25 Acadia Healthcare Co Inc
2016-10-17
2019-02-20
41 Acadia Healthcare Co Inc
2017-01-30
2019-02-20
17 Acadia Healthcare Co Inc
2017-11-28
2019-02-20
7 Alphabet Inc Class A
2016-04-08
2019-07-23
2 Alphabet Inc Class A
2017-01-30
2019-07-23
50 Cognizant Technology Solutions Corp Cl A
2016-04-08
2019-07-23
88 Cognizant Technology Solutions Corp Cl A
2017-01-30
2019-07-23
27 Cognizant Technology Solutions Corp Cl A
2017-11-28
2019-07-23
56 Epam Systems Inc
2016-04-08
2019-07-31
12 Epam Systems Inc
2017-01-30
2019-07-31
46 Fortinet Inc
2016-04-08
2019-07-31
14 Fortinet Inc
2017-01-30
2019-07-31
97 Globus Medical Inc
2017-07-19
2019-07-31
12 Globus Medical Inc
2017-11-28
2019-07-31
25 Globus Medical Inc
2018-01-26
2019-07-31
35 Illinois Tool Works Inc
2016-04-08
2019-01-30
59 Illinois Tool Works Inc
2017-01-30
2019-01-30
24 Illinois Tool Works Inc
2017-11-28
2019-01-30
0.857 Kontoor Brands Inc
2016-04-08
2019-05-22
4.714 Kontoor Brands Inc
2016-04-08
2019-05-31
9.429 Kontoor Brands Inc
2017-01-30
2019-05-31
6.42857 Kontoor Brands Inc
2017-09-12
2019-05-31
4.42857 Kontoor Brands Inc
2017-11-28
2019-05-31
40 Ligand Pharmaceuticals Inc
2017-07-19
2019-08-07
9 Ligand Pharmaceuticals Inc
2017-11-28
2019-08-07
52 LKQ Corporation
2016-04-08
2019-08-07
87 LKQ Corporation
2017-01-30
2019-08-07
33 LKQ Corporation
2017-11-28
2019-08-07
101 LKQ Corporation
2018-01-25
2019-08-07
22 Netflix Com Inc
2017-12-19
2019-07-23
12 Netflix Com Inc
2017-12-19
2019-10-17
19 Sage Therapeutics Inc
2016-11-14
2019-01-09
33 Sage Therapeutics Inc
2017-01-30
2019-01-09
13 Sage Therapeutics Inc
2017-09-12
2019-01-09
41 Sage Therapeutics Inc
2017-09-12
2019-12-12
26 Sage Therapeutics Inc
2017-11-28
2019-12-12
23 Ulta Beauty Inc
2016-04-08
2019-07-31
1 Ulta Beauty Inc
2016-04-08
2019-09-03
40 Ulta Beauty Inc
2017-01-30
2019-09-03
13 Ulta Beauty Inc
2017-11-28
2019-09-03
56 Visa Inc Cl A
2016-04-08
2019-08-07
93 XPO Logistics Inc
2017-03-31
2019-02-19
27 XPO Logistics Inc
2017-11-28
2019-02-19
.392 Wabtec Corp
2019-02-25
2019-02-25
27 Wabtec Corp
2019-02-26
2019-02-28
300 Cisco Systems Inc
2016-04-08
2019-07-24
150 Cisco Systems Inc
2017-01-30
2019-07-24
3 Markel Corp Holding Co
2016-11-03
2019-05-15
50 Medtronic PLC
2016-04-08
2019-09-20
100 Medtronic PLC
2017-01-30
2019-09-20
25 Medtronic PLC
2017-11-28
2019-09-20
175 Microsoft Corp
2016-04-08
2019-04-25
150 Mondelez International Inc
2016-04-08
2019-08-08
250 Mondelez International Inc
2017-01-30
2019-08-08
100 Mondelez International Inc
2017-11-28
2019-08-08
125 Procter & Gamble Co
2016-04-08
2019-03-22
500 Western Union Co
2016-04-08
2019-11-26
15 EOG Res Inc
2019-01-11
2019-06-24
245 Evergy Inc
2018-06-05
2019-01-11
250 Evergy Inc
2018-06-06
2019-01-11
180 T Mobile US Inc
2019-01-11
2019-06-20
195 Targa Resources Corp
2019-01-11
2019-02-21
470 Twenty First Century Fox Inc Class A
2018-05-31
2019-01-11
95 American Tower Corporation REIT
2016-07-19
2019-01-11
110 American Tower Corporation REIT
2017-01-31
2019-01-11
15 American Tower Corporation REIT
2017-11-30
2019-01-11
55 American Wtr Wks Co Inc
2016-07-19
2019-01-11
225 BCE Inc
2016-07-19
2019-01-11
25 BCE Inc
2016-08-08
2019-01-11
240 BCE Inc
2017-01-31
2019-01-11
45 BCE Inc
2017-03-03
2019-01-11
65 BCE Inc
2017-06-08
2019-01-11
160 BCE Inc
2017-11-30
2019-01-11
15 BCE Inc
2017-12-28
2019-01-11
10 Canadian National Railway Co
2017-12-28
2019-01-11
500 Comcast Corp CL A
2016-07-19
2019-01-11
50 Comcast Corp CL A
2016-08-08
2019-01-11
320 Comcast Corp CL A
2017-01-31
2019-01-11
60 Comcast Corp CL A
2017-03-03
2019-01-11
85 Comcast Corp CL A
2017-06-08
2019-01-11
355 Comcast Corp CL A
2017-11-30
2019-01-11
5 Crown Castle International Corp
2016-07-19
2019-01-11
155 DTE Energy Co
2016-07-19
2019-10-18
100 EOG Res Inc
2016-09-28
2019-06-24
75 EOG Res Inc
2016-10-21
2019-06-24
115 EOG Res Inc
2017-01-31
2019-06-24
15 EOG Res Inc
2017-06-08
2019-06-24
20 Eversource Energy
2016-07-19
2019-01-11
75 Marathon Pete Corp
2016-07-19
2019-01-11
130 Marathon Pete Corp
2016-07-19
2019-09-30
60 Nextera Energy Inc
2016-07-19
2019-01-11
5 Pioneer Natural Resources Company
2016-07-19
2019-01-11
25 Pioneer Natural Resources Company
2016-08-08
2019-01-11
40 Pioneer Natural Resources Company
2017-01-31
2019-12-30
45 Pioneer Natural Resources Company
2017-06-08
2019-12-30
10 Pioneer Natural Resources Company
2017-11-30
2019-12-30
55 Pioneer Natural Resources Company
2018-09-28
2019-12-30
505 Public Service Enterprise Group Inc
2017-08-16
2019-01-11
15 Public Service Enterprise Group Inc
2017-11-30
2019-01-11
140 T Mobile US Inc
2018-04-17
2019-06-20
145 T Mobile US Inc
2018-04-20
2019-06-20
250 Targa Resources Corp
2017-03-03
2019-02-21
75 Targa Resources Corp
2017-04-05
2019-02-21
20 Targa Resources Corp
2017-06-08
2019-02-21
90 Targa Resources Corp
2017-11-30
2019-02-21
855 Telus Corp
2017-12-28
2019-01-11
Capital Gains Dividends
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
11,303
17,797
-6,494
b
14,559
20,171
-5,612
c
9,557
7,194
2,363
d
15,098
18,573
-3,475
e
5,932
2,549
3,383
18,807
7,392
11,415
7,350
4,794
2,556
4,818
18,600
-13,782
10,625
11,199
-574
7,746
6,122
1,624
21,287
13,882
7,405
14,567
12,241
2,326
7,333
12,223
-4,890
14,548
19,807
-5,259
5,838
3,659
2,179
12,013
7,620
4,393
7,783
5,891
1,892
15,111
16,071
-960
6,120
2,182
3,938
2,208
3,496
-1,288
13,056
13,272
-216
3,615
4,343
-728
10,001
13,438
-3,437
5,733
4,657
1,076
1,791
1,963
-172
699
1,095
-396
1,146
1,549
-403
475
537
-62
7,972
5,307
2,665
2,278
1,647
631
3,258
3,008
250
5,735
4,748
987
1,760
1,967
-207
11,068
4,086
6,982
2,372
778
1,594
3,781
1,392
2,389
1,151
457
694
4,417
3,171
1,246
546
448
98
1,138
1,165
-27
4,697
3,624
1,073
7,918
7,560
358
3,221
3,916
-695
29
23
6
137
129
8
274
210
64
187
177
10
129
144
-15
3,623
4,785
-1,162
815
1,163
-348
1,321
1,634
-313
2,210
2,757
-547
838
1,277
-439
2,565
4,307
-1,742
6,808
4,114
2,694
3,560
2,244
1,316
2,244
1,029
1,215
3,897
1,527
2,370
1,535
963
572
2,857
3,038
-181
1,812
2,507
-695
8,110
4,608
3,502
238
200
38
9,531
10,747
-1,216
3,098
2,783
315
9,777
4,369
5,408
5,079
4,437
642
1,474
2,037
-563
28
31
-3
1,974
2,108
-134
17,184
8,300
8,884
8,592
4,615
3,977
3,108
2,522
586
5,568
3,821
1,747
11,136
7,444
3,692
2,784
2,048
736
22,681
9,595
13,086
8,245
6,237
2,008
13,742
11,077
2,665
5,497
4,252
1,245
12,786
10,359
2,427
13,672
9,815
3,857
1,360
1,466
-106
13,862
13,263
599
14,145
13,272
873
13,975
12,238
1,737
8,250
8,207
43
22,899
18,103
4,796
15,331
11,098
4,233
17,752
11,389
6,363
2,421
2,163
258
4,981
4,485
496
9,469
10,776
-1,307
1,052
1,191
-139
10,101
10,769
-668
1,894
1,946
-52
2,736
2,915
-179
6,734
7,661
-927
631
715
-84
798
825
-27
17,758
16,748
1,010
1,776
1,670
106
11,365
12,040
-675
2,131
2,238
-107
3,019
3,472
-453
12,608
13,010
-402
531
487
44
19,731
15,171
4,560
9,068
9,050
18
6,801
7,048
-247
10,429
11,622
-1,193
1,360
1,323
37
1,314
1,161
153
4,895
2,802
2,093
7,909
4,857
3,052
10,502
7,664
2,838
714
772
-58
3,570
4,301
-731
6,048
7,195
-1,147
6,804
7,401
-597
1,512
1,549
-37
8,316
9,544
-1,228
26,255
23,524
2,731
780
788
-8
10,870
8,879
1,991
11,258
9,171
2,087
10,577
12,963
-2,386
3,173
4,041
-868
846
786
60
3,808
3,494
314
29,166
32,322
-3,156
45
45
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
-6,494
b
-5,612
c
2,363
d
-3,475
e
3,383
11,415
2,556
-13,782
-574
1,624
7,405
2,326
-4,890
-5,259
2,179
4,393
1,892
-960
3,938
-1,288
-216
-728
-3,437
1,076
-172
-396
-403
-62
2,665
631
250
987
-207
6,982
1,594
2,389
694
1,246
98
-27
1,073
358
-695
6
8
64
10
-15
-1,162
-348
-313
-547
-439
-1,742
2,694
1,316
1,215
2,370
572
-181
-695
3,502
38
-1,216
315
5,408
642
-563
-3
-134
8,884
3,977
586
1,747
3,692
736
13,086
2,008
2,665
1,245
2,427
3,857
-106
599
873
1,737
43
4,796
4,233
6,363
258
496
-1,307
-139
-668
-52
-179
-927
-84
-27
1,010
106
-675
-107
-453
-402
44
4,560
18
-247
-1,193
37
153
2,093
3,052
2,838
-58
-731
-1,147
-597
-37
-1,228
2,731
-8
1,991
2,087
-2,386
-868
60
314
-3,156
45
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
94,307
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
204,750
4,219,993
0.048519
2017
207,673
4,125,835
0.050335
2016
213,659
4,133,921
0.051684
2015
258,298
4,579,284
0.056406
2014
264,034
4,468,130
0.059093
2
Total
of line 1, column (d)
.....................
2
0.266037
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
0.053207
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
4,322,949
5
Multiply line 4 by line 3
......................
5
230,011
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,139
7
Add lines 5 and 6
........................
7
231,150
8
Enter qualifying distributions from Part XII, line 4
,.............
8
207,307
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
2,278
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
2,278
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
2,278
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
4,908
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
4,908
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
2,630
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
2,630
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)
AL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
Patrick L O'Sullivan
Telephone no.
(205) 803-4300
Located at
1820 28th Avenue South Suite A
Birmingham
AL
ZIP+4
35209
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
Patrick L O'Sullivan
Director
2.00
1,000
0
0
1306 Roseland Drive
Homewood
,
AL
35209
Mary O Henderson
Director
1.00
1,000
0
0
3704 Overbrook Circle
Birmingham
,
AL
35213
Alyce O Harris
Director
1.00
1,000
0
0
2784 SW Rockhouse Road
Madison
,
AL
35756
Elizabeth H Hutchins
Director
1.00
0
0
0
P O Box 55727
Birmingham
,
AL
35255
James M Brooks
Director
1.00
0
0
0
3615 8th Avenue South
Birmingham
,
AL
35222
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
3,844,579
b
Average of monthly cash balances
.......................
1b
544,202
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
4,388,781
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
4,388,781
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
65,832
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
4,322,949
6
Minimum investment return.
Enter 5% of line 5
..................
6
216,147
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
216,147
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
2,278
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
2,278
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
213,869
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
213,869
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
213,869
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
207,307
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
207,307
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
207,307
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
213,869
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
......
35,442
b
From 2015
......
30,892
c
From 2016
......
13,170
d
From 2017
......
1,695
e
From 2018
......
f
Total
of lines 3a through e
........
81,199
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
207,307
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
.....
207,307
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
6,562
6,562
(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
74,637
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)
...
28,880
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
45,757
10
Analysis of line 9:
a
Excess from 2015
....
30,892
b
Excess from 2016
....
13,170
c
Excess from 2017
....
1,695
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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:
Elizabeth H Hutchins
2311 Highland Avenue
Birmingham
,
AL
35205
(205) 930-5100
b
The form in which applications should be submitted and information and materials they should include:
Applications should be in writing, should identify the applicant, should affirm that the applicant is an organization described in Section 501(c)(3) of the Internal Revenue Code, should give the organization's tax exempt number, state the purpose for which the gift will be used, the prior experience of the applicant in carrying out such purpose, the applicant's plan for, and personnel to be used in, carrying out such purpose and should attach a financial statement for the applicant for the current and the preceeding two years.
c
Any submission deadlines:
There are no submission deadlines, but applications are received from time to time and considered wh
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Donations and grants are restricted to religious or charitable or educational purposes and to donees within the restriction of Section 501(c)(3) of the Internal Revenue Code.
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
Alzheimer's Association
One Perimeter Park South Suite 100N
Birmingham
,
AL
35243
None
PC
Charitable
1,500
Big Oak Ranch
P O Box 507
Springville
,
AL
35146
None
PC
Charitable
5,000
Donors Choose
347 West 36th Street Suite 503
New York
,
NY
10018
None
PC
Charitable
10,000
Global Outreach International
P O Box 1
Tupelo
,
MS
38802
None
PC
Charitable
5,000
Holy Cross School
5500 Paris Avenue
New Orleans
,
LA
70122
None
PC
Charitable
5,000
March of Dimes
450 Century Park South Suite 200-B
Birmingham
,
AL
35226
None
PC
Charitable
1,250
St Jude Children's Research Hospital
Suite 700-262
Memphis
,
TN
38105
None
PC
Charitable
10,000
Stephen Siller Tunnel to Towers Foundation
2361 Hylan Blvd
Staten Island
,
NY
10306
None
PC
Charitable
10,000
Tanner Foundation
3105 Independence Drive Suite 105
Birmingham
,
AL
35209
None
PC
Charitable
5,000
The A21 Campaign Inc
427 East 17th Street Suite 223
Costa Mesa
,
CA
92627
None
PC
Charitable
10,000
The Bell Center
1700 29th Ct S
Birmingham
,
AL
35209
None
PC
Charitable
3,750
The Children's Hospital
1600 7th Avenue South
Birmingham
,
AL
35233
None
PC
Charitable
10,000
The Exceptional Foundation
1616 Oxmoor Road
Birmingham
,
AL
35209
None
PC
Charitable
10,000
The National MS Society
3840 Ridgeway Drive
Birmingham
,
AL
35209
None
PC
Charitable
60,000
The University of Alabama
Box 870122
Tuscaloosa
,
AL
354870122
None
PC
Charitable
10,000
The V Foundation for Cancer Research
106 Towerview Court
Cary
,
NC
27513
None
PC
Charitable
2,500
UAB Comprehensive Cancer Center
1530 3rd Avenue South
Birmingham
,
AL
35294
None
PC
Charitable
10,000
United Way
3600 8th Avenue South
Birmingham
,
AL
35222
None
PC
Charitable
1,000
Way Media Inc
5540 Tech Center Drive Suite 200
Colorado Springs
,
CO
80919
None
PC
Charitable
10,000
Wonder Book Camp
5513 Avenue P
Birmingham
,
AL
35208
None
PC
Charitable
10,000
World Reach
P O Box 26155
Birmingham
,
AL
35260
None
PC
Charitable
10,000
Total
.................................
3a
200,000
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
2,141
4
Dividends and interest from securities
....
14
69,367
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
94,307
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
165,815
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
165,815
(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