-
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
NATIONAL GRID FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
175 EAST OLD COUNTRY ROAD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HICKSVILLE
,
NY
11801
A Employer identification number
11-3466416
B
Telephone number (see instructions)
(516) 545-6100
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)
$
37,625,655
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
4
Dividends and interest from securities
...
938,623
1,155,336
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,436,417
b
Gross sales price for all assets on line 6a
4,383,952
7
Capital gain net income (from Part IV, line 2)
...
2,436,417
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)
.......
107,411
0
0
12
Total.
Add lines 1 through 11
........
3,482,451
3,591,753
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
44,341
0
0
44,341
c
Other professional fees (attach schedule)
....
5,000
216,713
0
5,000
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
33,947
0
0
750
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
16,201
0
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
99,489
216,713
0
50,091
25
Contributions, gifts, grants paid
.......
1,884,700
1,884,700
26
Total expenses and disbursements.
Add lines 24 and 25
1,984,189
216,713
0
1,934,791
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,498,262
b
Net investment income
(if negative, enter -0-)
3,375,040
c
Adjusted net income
(if negative, enter -0-)
...
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
.............
21,596
25,700
25,700
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
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)
..........
32,533,901
37,364,371
37,364,371
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
283,174
235,584
235,584
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
32,838,671
37,625,655
37,625,655
17
Accounts payable and accrued expenses
..........
76
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
)
100,840
11,788
23
Total liabilities
(add lines 17 through 22)
.........
100,916
11,788
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
32,737,755
37,613,867
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)
.....
32,737,755
37,613,867
30
Total liabilities and net assets/fund balances
(see instructions)
.
32,838,671
37,625,655
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
32,737,755
2
Enter amount from Part I, line 27a
.....................
2
1,498,262
3
Other increases not included in line 2 (itemize)
3
3,377,850
4
Add lines 1, 2, and 3
..........................
4
37,613,867
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
37,613,867
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
MUTUAL FUNDS
b
c
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
4,383,952
1,947,535
2,436,417
b
c
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
2,436,417
b
c
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
2,436,417
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
2,436,417
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
2,022,107
36,277,018
0.055741
2017
2,794,049
36,283,690
0.077006
2016
760,112
33,442,926
0.022729
2015
1,759,862
35,017,364
0.050257
2014
1,664,177
35,696,759
0.046620
2
Total
of line 1, column (d)
.....................
2
0.252353
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
0.050471
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
35,917,222
5
Multiply line 4 by line 3
......................
5
1,812,778
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
33,750
7
Add lines 5 and 6
........................
7
1,846,528
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,934,791
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
33,750
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
33,750
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
33,750
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
22,159
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
22,159
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
490
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
12,081
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
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)
NY
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
HTTP://NATIONALGRIDFOUNDATION.COM
14
The books are in care of
NATIONAL GRID FOUNDATION
Telephone no.
(516) 545-6100
Located at
175 EAST OLD COUNTRY ROAD
HICKSVILLE
NY
ZIP+4
11801
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
EILEEN R COHEN
CHAIRPERSON
1.30
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
MICHAEL J TAUNTON
TREASURER
1.30
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
LOUIS A ELISA II
DIRECTOR
0.35
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
CARMEN FIELDS
DIRECTOR
0.35
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
MELANIE W LITTLEJOHN
DIRECTOR
0.35
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
LORRAINE M LYNCH
DIRECTOR
0.35
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
GEORGE MAYHEW
DIRECTOR
0.20
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
REV DR GARY V SIMPSON
DIRECTOR
0.35
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
EDWARD WHITE
EXECUTIVE DIRECTOR
40.00
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
DONALD LOWERY
DIRECTOR
0.35
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
ANGEL TAVERAS
DIRECTOR
0.35
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
MARCY REED
DIRECTOR
0.35
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
STEPHEN W MCCAFFREY
CHIEF COUNSEL
3.30
0
0
0
175 EAST OLD COUNTRY ROAD
HICKSVILLE
,
NY
11801
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
36,435,498
b
Average of monthly cash balances
.......................
1b
28,687
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
36,464,185
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
36,464,185
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
546,963
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
35,917,222
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,795,861
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,795,861
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
33,750
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
33,750
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,762,111
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,762,111
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
1,762,111
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,934,791
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,934,791
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
33,750
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,901,041
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,762,111
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
......
c
From 2016
......
d
From 2017
......
467,499
e
From 2018
......
282,290
f
Total
of lines 3a through e
........
749,789
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,934,791
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
.....
1,762,111
e
Remaining amount distributed out of corpus
172,680
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
922,469
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
......
922,469
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
467,499
d
Excess from 2018
....
282,290
e
Excess from 2019
....
172,680
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:
EDWARD WHITE EXECUTIVE DIRECTOR
175 OLD COUNTRY RD
HICKSVILLE
,
NY
11801
(516) 545-6100
b
The form in which applications should be submitted and information and materials they should include:
APPLICATIONS ARE ACCEPTED THROUGH THE ON-LINE APPLICATION SYSTEM ENTITLED CYBERGRANTS.
c
Any submission deadlines:
THROUGH OCTOBER 31 OF ANY GIVEN YEAR, HOWEVER, AT TIMES, THE DEADLINE IS EXTENDED
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE NATIONAL GRID FOUNDATION GENERALLY PROVIDES GRANTS TO SUPPORT ORGANIZATIONS THAT ENGAGE IN ENVIRONMENTAL AND EDUCATIONAL PROGRAMMING AS WELL AS EMERGENCY FUEL NEUTRAL HEATING FUNDS WITHIN ITS GRANT MAKING TERRITORY ACROSS THE NORTHEAST. ON OCCASION, THE BOARD OF DIRECTORS MAY CHOOSE TO SUPPORT ORGANIZATIONS AND EFFORTS THAT FALL OUTSIDE THESE PARAMETERS
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
(ARC) ADULT RESOURCE CENTER INC
1145 E 55TH STREET
BROOKLYN
,
NY
112342415
NONE
PC
ARTS EDUCATION AT ARC FOR SENIORS
2,500
AUDUBON SOCIETY OF RHODE ISLAND
12 SANDERSON ROAD
SMITHFIELD
,
RI
029172606
NONE
PC
URBAN ENVIRONMENTAL EDUCATION INITIATIVE
20,000
BEAM CENTER
60 SACKETT STREET
BROOKLYN
,
NY
112311412
NONE
PC
BEAMWORKS TEEN APPRENTICE PROGRAM 2019 - 2020
20,000
BED STUY CAMPAIGN AGAINST HUNGER
2010 FULTON STREET
BROOKLYN
,
NY
11233
NONE
PC
NATIONAL GRID FOUNDATION HEALING GARDEN
60,000
BKLYN BAR ASSOC VOLUNTEER LAYERS PROJECT
44 COURT STREET
BROOKLYN
,
NY
11201
NONE
PC
NATIONAL GRID FOUNDATION SENIOR LEAP PROJECT
12,000
BOOKS ARE WINGS
1005 MAIN STREET SUITE B116
PAWTUCKET
,
RI
02860
NONE
PC
BOOKS FOR EVERY CHILD ALL YEAR PROGRAM
10,000
BOYS & GIRLS CLUBS OF METROWEST
169 PLEASENT STREET
MARLBOROUGH
,
MA
017521184
NONE
PC
POWER HOUR HOMEWORK ASSISTANCE PROGRAM
15,000
BOYS & GIRLS CLUBS OF WAKEFIELD & STONEHAM
15 DALE COURT
STONEHAM
,
MA
021801813
NONE
PC
ENVIRONMENTAL PROGRAM FOR CHILDREN
15,000
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLAZA
BROOKLYN
,
NY
11238
NONE
PC
SUMMER READING 2019
50,000
BUFFALO ARTS AND TECHNOLOGY CENTER
1221 MAIN STREET
BUFFALO
,
NY
142092150
NONE
PC
BUILDING TECHNICAL AND ESSENTIAL SKILLSFOR A SUCCESSFUL FUTURE
20,000
CAREER COLLABORATIVE
100 SUMMER STREET 17TH FLOOR
BOSTON
,
MA
02110
NONE
PC
TWO YEARS THAT MAKE A DIFFERENCE:HELP YOUNG ADULTS/LIFELONG CAREERS
10,000
CATHOLIC CHARITIES OF THE DIOCESE OF ALBANY
40 N MAIN AVENUE
ALBANY
,
NY
12203
NONE
PC
2019 EMERGENCY ENERGYASSISTANCE SERVICES
125,000
CATHOLIC SOCIAL SERVICES OF RHODE ISLAND
ONE CATHEDRAL SQUARE
PROVIDENCE
,
RI
02903
NONE
PC
KEEP THE HEAT ON
100,000
CEC STUYVESANT COVE INC DBA SOLAR ONE
37 WEST 26TH STREET SUITE 209
NEW YORK
,
NY
10010
NONE
PC
GREEN DESIGN LAB
30,000
CHANGE IS SIMPLE
8 ENON STREET
BEVERLY
,
MA
01915
NONE
PC
STEM MENTORS FOR ENERGY EDUCATION: EXPANSION
25,000
CHELSEA COLLABORATIVE
300 BROADWAY
CHELSEA
,
MA
021502808
NONE
PC
CHELSEA GETS READY, ADULT WORKFORCE
20,000
CITIZEN SCHOOLS
308 CONGRESS STREET 5TH FLOOR
BOSTON
,
MA
02210
NONE
PC
DEEPENING THE IMPACT OF THESTEM EDUCATION IN GREATER BOSTON
25,000
CITIZENS COMMITTEE FOR NYC
77 WATER STREET SUITE 202
NEW YORK
,
NY
10005
NONE
PC
ECO-EDUCATION AWARDS 2019
50,000
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN ROAD
COLD SPRING HARBOR
,
NY
11724
NONE
PC
DOLAN DNA LEARNING CENTER:NATIONAL GRID FOUNDATIONADVANCE GENETICS PROGRAM
14,000
COLLEGE BOUND DORCHESTER
18 SAMOSET AVENUE
DORCHESTER
,
MA
02124
NONE
PC
BOSTON UNCORNERED
20,000
CORO
42 BROADWAY SUITE 1827
NEW YORK
,
NY
10004
NONE
PC
PARTICIPATORY BUDGETING YOUTH FELLOWSHIP (PBYF)
10,000
COURAGEOUS SAILING CENTER FOR YOUTH INC
197 8TH STREET CHARL
CHARLESTOWN
,
MA
02129
NONE
PC
SWIM SAIL SCIENCE
15,000
CRISTO REY BROOKLYN HIGH SCHOOL
710 EAST 37 STREET
BROOKLYN
,
NY
11203
NONE
PC
CORPORATE WORK STUD PROGRAM
27,000
DANCEWAVE INC
182 4TH AVENUE
BROOKLYN
,
NY
112171903
NONE
PC
DWAVE IN MOTION RESIDENCY
7,500
DISCOVERY MUSEUM INC
177 MAIN STREET
ACTON
,
MA
017203616
NONE
PC
DISCOVERY SCIENCE: LOWELL AND LAWRENCE
15,000
EARTHWATCH INSTITUTE
1380 SOLDIERS FIELD ROAD SUITE 2700
BOSTON
,
MA
02135
NONE
PC
TEACH EARTHSCIENCE & ENVIRONMENT EDUCATION
16,500
FIRSTWORKS
275 WESTMINSTER STREET SUITE 501
PROVIDENCE
,
RI
029033433
NONE
PC
FIRSTWORKS EARTH FIRST
20,000
FIVER CHILDREN'S FOUNDATION
519 8TH AVENUE FLOOR 24
NEW YORK
,
NY
10018
NONE
PC
CAMP FIVER ENVIRONMENTAL EDUCATION PROGRAM
5,000
FREEDOM HOUSE
10 CRAWFORD STREET
DORCHESTER
,
MA
02121
NONE
PC
PREPARING URBAN STUDENTS FORSUCCESS IN HIGHER EDUCATION
20,000
FRIENDS OF THE CHILDREN OF BOSTON
555 AMORY STREET
JAMAICA PLAIN
,
MA
02130
NONE
PC
LONG-TERM, PROFESSIONAL MENTORINGFOR HIGHEST - RISK YOUTH
20,000
GREAT SOUTH BAY YMCA
200 WEST MAIN STREET
BAY SHORE
,
NY
11706
NONE
PC
AFTER SCHOOL TUTORING PROGRAM
18,000
GREEN TECHNOLOGY CLUB CORP
22 ARMOUR PLACE
STATEN ISLAND
,
NY
10309
NONE
PC
NEW SOLAR CAR
2,500
HARLEM EDUCATION ACTIVITIES FUND (HEAF)
2090 ADAM CLAYTON POWELL JR BLVD 10
FLOOR
NEW YORK
,
NY
10027
NONE
PC
HEAF @ BROOKLYN COLLEGE
20,000
LATINO STEM ALLIANCE
20 MORAINE STREET
BOSTON
,
MA
02130
NONE
PC
ROBOTICS FOR INNER-CITY YOUTH
25,000
LAZARUS HOUSE
PO BOX 408
LAWRENCE
,
MA
01842
NONE
PC
OPENING DOORS OUT OF POVERTYTHROUGH WORK PREPARATION
10,000
LITERACY VOLUNTEERS OF GREATER WORCESTER
3 SALEM SQUARE ROOM 332
WORCESTER
,
MA
016082015
NONE
PC
ENGLISH LANGUAGE PROFICIENCY AND CAREER READINESS:THE ROAD TO ECONOMIC SECURITY 2019 - 2020
5,000
MADISON SQUARE BOYS AND GIRLS CLUB
733 THIRD AVENUE FLOOR 2
NEW YORK
,
NY
10017
NONE
PC
EXPLORERS CLUB PROGRAM
9,800
MERCY WORKS INC
1221 SOUTH SALINA STREET
SYRACUSE
,
NY
13202
NONE
PC
SYNERGY 2019
25,000
MOLLOY COLLEGE
1000 HEMPSTEAD TURNPIKE
ROCKVILLE CENTRE
,
NY
11571
NONE
PC
NATIONAL GRID FOUNDATIONTEACHING GREEN INSTITUTE 2019
30,000
NEW GROUND
70 ACORN LANE
LEVITTOWN
,
NY
11756
NONE
PC
EDUCATIONAL ASSISTANCE PROGRAM
5,000
NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS (NEEP)
81 HARTWELL AVENUE
LEXINGTON
,
MA
02421
NONE
PC
NEEP SUMMIT STUDENT MENTOR PROGRAM
5,000
NYPD FOUNDATION
415 STATE ROAD
BREEZY POINT
,
NY
11697
NONE
PC
THE NEIGHBORHOOD COORDINATIONSCHOOL INITIATIVE (NCSI) PROGRAM
20,000
ON-POINT FOR COLLEGE
1654 WEST ONONDAGA STREET
SYRACUSE
,
NY
13204
NONE
PC
NGF SUMMER 2019 PRE-COLLEGEORIENTATION PROGRAM
25,000
PROVIDENCE COLLEGE
ONE CUNNINGHAM SQUARE
PROVIDENCE
,
RI
02918
NONE
PC
HOOPS FOR THE STARS PROGRAM
35,000
RENSSELAER POLYTECHNIC INSTITUTE
110 8TH STREET TROY CHASAN BUILDING
TROY
,
NY
12180
NONE
PC
SHOOT FOR THE STARS
15,000
RESILIENT CODERS INC
50 MILK STREET 16TH FLOOR
BOSTON
,
MA
02109
NONE
PC
PATHWAYS TO SOFTWARE ENGINEERING
20,000
SAVE THE HARBOR SAVE THE BAY
212 NORTHERN AVENUE SUITE 304
WEST BOSTON
,
MA
02210
NONE
PC
YOUTH ENVIRONMENTAL EDUCATION PROGRAMS
10,000
SCHOOL ON WHEELS
100 LAUREL STREET SUITE 121
EAST BRIDGEWATER
,
MA
02333
NONE
PC
HIGH SCHOOL PLUS PROGRAM
10,000
SENIORNET
790 PARK AVE
HUNTINGTON
,
NY
11743
NONE
PC
LEARNING CENTER AND MOBILE COMPUTER CLASSROOMS
9,800
SIENA COLLEGE
515 LOUDON ROAD
LOUNDONVILLE
,
NY
12211
NONE
PC
HOOPS FOR THE STARS PROGRAM
25,000
ST FRANCIS COLLEGE
180 REMSEN STREET
BROOKLYN
,
NY
11201
NONE
PC
PROGRAM ACCESS
25,000
STATEN ISLAND CHILDREN'S MUSEUM
1000 RICHMOND TERRACE
STATEN ISLAND
,
NY
10301
NONE
PC
SICM ON THE GO WITH STEAM
10,000
SUFFOLK COUNTY VANDERBILT MUSEUM
180 LITTLE NECK ROAD
CENTERPORT
,
NY
117210605
NONE
PC
ASTRONOMY OUTREACH PROGRAM
10,000
SYRACUSE UNIVERSITY
820 COMSTOCK AVENUE SUITE 214
SYRACUSE
,
NY
13244
NONE
PC
HOOPS FOR THE STARS PROGRAM
35,000
THE BROOKLYN HISTORICAL SOCIETY
128 PIERREPONT STREET
BROOKLYN
,
NY
11201
NONE
PC
BROOKLYN BRIDGE CASE STUDY
20,000
THE COMPASS SCHOOL
537 OLD NORTH ROARD
KINGSTON
,
RI
02881
NONE
PC
THE SCIENCE ENGAGEMENT CENTER AT THE COMPASS SCHOOL
5,000
THE CONCORD BAPTIST CHURCH OF CHRIST
833 GARDNER C TAYLOR BOULEVARD
BROOKLYN
,
NY
11216
NONE
PC
CONCORD FREEDOM SCHOOL PROGRAM 2019
30,000
THE ECONOMIC DEVELOPMENT GROUP DBA
NORTHLAND WORKFORCE TRAINING CENTER
683 NORTHLAND AVENUE
BUFFALO
,
NY
14211
NONE
PC
ACADEMIC ADVANCEMENT SUPPORT PROGRAM
20,000
THE HOPE PROGRAM
ONE SMITH SREET 4TH FLOOR
BROOKLYN
,
NY
11201
NONE
PC
DIGITAL LITERACY TRAINING
15,000
THE LEARNING COMMUNITY
21 LINCOLN AVENUE
CENTRAL FALLS
,
RI
02863
NONE
PC
EXPLORATORIUM - I AFTERSCHOOL & SUMMER PROGRAM
15,000
THE URBAN FARMING INSTITUTE OF BOSTON INC
487 NORFOLK STREET
MATTAPAN
,
MA
02126
NONE
PC
YOUNG FARMERS PROJECT &YOUTH FARM VOLUNTEER PROGRAM
20,000
THE YOUNG PEOPLES PROJECT
99 BISHOP ALLEN DRIVE
CAMBRIDGE
,
MA
02139
NONE
PC
EXCELLING IN MATH: YPP IN GREATER BOSTON
22,500
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STREET
ANDOVER
,
MA
01810
NONE
PC
SUMMER PROGRAM MATHEMATICS AND SCIENCE
28,000
UNITED SOUTH END SETTLEMENTS
48 RUTLAND STREET
BOSTON
,
MA
02118
NONE
PC
FAMILY MOBILITY
15,000
UNITED WAY OF LONG ISLAND
819 GRAND BOULEVARD
DEER PARK
,
NY
11729
NONE
PC
PROJECT WARMTH
125,000
UNITED WAY OF MASSACHUSETTS BAY
245 SUMMER STREET
BOSTON
,
MA
02210
NONE
PC
2019 EMERGENCY HOME ENERGYASSISTANCE PROGRAM
150,000
UNITED WAY OF NYC
205 EAST 42ND STREET FLOOR 2
NEW YORK
,
NY
10017
NONE
PC
BROWNSVILLE READ NYC
50,000
UNIVERSITY AT BUFFALO FOUNDATION
202C ALUMNI ARENA
BUFFALO
,
NY
14260
NONE
PC
HOOPS FOR THE STARS PROGRAM
20,000
UNIVERSITY OF RHODE ISLAND FOUNDATION
79 UPPER COLLEGE ROAD
KINGSTON
,
RI
02881
NONE
PC
HOOPS FOR THE STARS PROGRAM
25,000
WADE INSTITUTE OF SCIENCE EDUCATION
1354 HANCOCK STREET SUITE 302
QUINCY
,
MA
021695109
NONE
PC
HELPING TEACHERS INSPIRE THE NEXTGENERATION OF SCIENTIST
20,000
WORCESTER COMMUNITY ACTION COUNCIL INC
484 MAIN STREET 2ND FLOOR
WORCESTER
,
MA
016081893
NONE
PC
CHILDREN'S NATURE LEARNING
15,000
YEAR UP INC
45 MILK STREET 9TH FLOOR
BOSTON
,
MA
02109
NONE
PC
GREATER BOSTON ROXBURYCOMMUNITY COLLEGE PROGRAM
20,000
YMCA OF CENTRAL MASSACHUSETTS
766 MAIN STREET
WORCESTER
,
MA
016103161
NONE
PC
MINORITY ACHIEVERS PROGRAM
15,000
YMCA OF GREATER NEW YORK
5 WEST 63RD STREET 6TH FLOOR
NEW YORK
,
NY
10023
NONE
PC
ROWE SCHOLARS
30,000
ZEPHYR EDUCATIONAL FOUNDATION
54 WIDGEON ROAD
FALMOUTH
,
MA
02540
NONE
PC
MARINE SCIENCE TECHNOLOGY PROGRAM
9,600
MOSAICO COMMUNITY DEVELOPMENT
500 WOOD STREET
BRISTOL
,
RI
02809
NONE
PC
PASS SCHOOL TO CAREER PATHWAY PROGRAM
10,000
Total
.................................
3a
1,884,700
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
...........
4
Dividends and interest from securities
....
14
938,623
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
2,436,417
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
OTHER INCOME
01
107,411
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
3,482,451
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,482,451
(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